{"id":23928,"date":"2025-12-23T09:45:04","date_gmt":"2025-12-23T06:45:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/23\/risk-istahi-yuksek-seyrediyor"},"modified":"2025-12-23T09:45:04","modified_gmt":"2025-12-23T06:45:04","slug":"risk-istahi-yuksek-seyrediyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/23\/risk-istahi-yuksek-seyrediyor\/","title":{"rendered":"Risk i\u015ftah\u0131 y\u00fcksek seyrediyor"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m&#039;\u0131n raporunda \u015fu ifadelere yer verildi:<\/p>\n<p>&#039;&#039;K\u00fcresel man\u015fette, y\u0131l sonu s\u0131\u011fl\u0131\u011f\u0131nda de\u011ferli metallerde rekor ve risk i\u015ftah\u0131nda toparlanma yan yana ilerliyor: alt\u0131n ve g\u00fcm\u00fc\u015f, ABD\u2013Venezuela gerilimi ve 2026\u2019ya yay\u0131lan gev\u015feme beklentileriyle yeni zirvelerini tazelerken, hisse senetleri \u201ctatil k\u0131sal\u0131\u201d haftaya temkinli iyimser ba\u015flad\u0131.<\/p>\n<p>Dolar endeksi y\u0131l\u0131n son haftas\u0131nda zay\u0131f seyri s\u00fcrd\u00fcrse de se\u00e7ili \u00e7aprazlarda haber ak\u0131\u015f\u0131na duyarl\u0131 k\u0131sa menzilli hareketler \u00f6ne \u00e7\u0131k\u0131yor; DXY sabah saatlerinde 98\u2019in hemen \u00fczerinde, ABD 10 y\u0131ll\u0131k getirisi y\u00fczde 4,1\u20134,15 band\u0131na yak\u0131n dengede. G\u00fcn\u00fcn veri takviminde ABD\u2019de \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcmenin nihai okumas\u0131 ve g\u00fcven endeksleri \u00f6ne \u00e7\u0131karken, Asya\u2019da BOJ sonras\u0131 ileti\u015fime ve b\u00f6lgesel \u015firket haberlerine duyarl\u0131l\u0131k devam ediyor.<\/p>\n<p>ABD Borsalar\u0131 d\u00fcn\u00fc geni\u015f tabanl\u0131 y\u00fckseli\u015fle tamamlad\u0131; teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki toparlanma S&amp;P 500 ve Dow\u2019u Aral\u0131k ba\u015f\u0131ndaki rekorlar\u0131na yeniden yakla\u015ft\u0131r\u0131rken, yar\u0131 iletkenler Micron rehberli\u011fi sonras\u0131 g\u00fcc\u00fcn\u00fc korudu. G\u00fcn i\u00e7i da\u011f\u0131l\u0131mda materyaller ve enerji \u00f6ne \u00e7\u0131karken, Merck ve Chevron gibi isimler Dow\u2019a puan katk\u0131s\u0131 yapt\u0131; kapan\u0131\u015f sonras\u0131 fiyatlamada iyimser ton korundu.<\/p>\n<p>Avrupa cephesinde STOXX 600, rekor kapan\u0131\u015f\u0131n ard\u0131ndan haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde yataya yak\u0131n kald\u0131; i\u00e7ecekler ve se\u00e7ili defansiflerde zay\u0131fl\u0131k g\u00f6r\u00fcl\u00fcrken bankalar\/enerji g\u00f6rece diren\u00e7 sundu. Man\u015fet ak\u0131\u015f\u0131nda in\u015faat \u015firketlerinin y\u0131l i\u00e7i rallisi sonras\u0131 \u201cger\u00e7eklik testi\u201d tart\u0131\u015fmas\u0131 \u00f6ne \u00e7\u0131k\u0131yor; a\u00e7\u0131l\u0131\u015f tonunu bug\u00fcn de ABD vadeli fiyatlamalar\u0131 ve de\u011ferli metallerdeki hareket belirleyecek.<\/p>\n<p>Asya-Pasifik\u2019te i\u015flem resmi olarak kar\u0131\u015f\u0131k-pozitif: b\u00f6lge endeksleri Wall Street\u2019le senkron g\u00fc\u00e7lenirken, teknoloji hisseleri haber ak\u0131\u015f\u0131na duyarl\u0131. Hong Kong\u2019da Kuaishou siber sald\u0131r\u0131 haberleriyle sert de\u011fer kaybederek Hang Seng Tech\u2019te zay\u0131fl\u0131k yaratt\u0131; \u00c7in anakarada ise demir-d\u0131\u015f\u0131 metaller \u00f6nc\u00fcl\u00fc\u011f\u00fcnde se\u00e7ici al\u0131mlar g\u00f6r\u00fcld\u00fc. Yen taraf\u0131nda y\u0131l\u0131n son g\u00fcnlerinde m\u00fcdahale s\u00f6yleminin yinelenmesiyle oynakl\u0131k kontroll\u00fc ama canl\u0131; Nikkei\u2019de g\u00fcn i\u00e7i kazan\u00e7lar s\u0131n\u0131rl\u0131 seyrediyor.<\/p>\n<p>Emtialar g\u00fc\u00e7l\u00fc rejimini s\u00fcrd\u00fcr\u00fcyor: alt\u0131n, d\u00fcn g\u00fcn i\u00e7inde 4.440 dolar e\u015fi\u011fini a\u015farak tarih\u00ee zirve yapt\u0131; bu sabah erken saatlerde g\u00fc\u00e7l\u00fc seyrini koruyor. G\u00fcm\u00fc\u015fte de 69 dolar \u00fczeri yeni rekorlar g\u00f6r\u00fcld\u00fc. Petrol haftaya Venezuela tanker ba\u015fl\u0131\u011f\u0131yla toparlanarak girdi; Brent 62 dolar, WTI 58 dolar kapan\u0131\u015flar\u0131n\u0131n ard\u0131ndan sabah kotasyonlar\u0131 dar bantta. Bak\u0131r, arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 ve fon ak\u0131mlar\u0131 deste\u011fiyle 11,9\u201312,0 bin\/ton e\u015fi\u011fine yak\u0131n y\u00fcksek plato \u00fczerinde. Platin\/paladyum \u00fc\u00e7l\u00fcs\u00fc de\u011ferli metallerle birlikte g\u00fc\u00e7l\u00fc e\u011filimini koruyor.<\/p>\n<p>EURUSD haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcne girerken 1,1770\u20131,1780 band\u0131nda i\u015flem g\u00f6r\u00fcyor; son g\u00fcnlerde 1,1707\u20131,1781 aral\u0131\u011f\u0131nda dalgalanarak ay ba\u015f\u0131ndan beri s\u00fcren yukar\u0131 y\u00f6nl\u00fc trendini koruyor. Dolar endeksi 98\u201399 band\u0131nda zay\u0131f seyrini s\u00fcrd\u00fcr\u00fcrken, g\u00fcn i\u00e7inde a\u00e7\u0131klanacak ABD b\u00fcy\u00fcme, dayan\u0131kl\u0131 mal sipari\u015fleri ve istihdam verileri paritede volatiliteyi art\u0131rabilecek ana katalistler olarak \u00f6ne \u00e7\u0131k\u0131yor. Son analizler, Fed\u2019in son faiz indirimi sonras\u0131 dolar taraf\u0131nda kal\u0131c\u0131 bir g\u00fc\u00e7lenme g\u00f6r\u00fclmedi\u011fini, ECB\u2019nin ise faizi sabit tutup temkinli tonunu korudu\u011funu, bu nedenle y\u0131l sonuna kadar hafif euro lehine g\u00f6r\u00fcn\u00fcm\u00fcn masada kald\u0131\u011f\u0131n\u0131 vurguluyor.<\/p>\n<p>Ons alt\u0131n 23 Aral\u0131k\u2019ta 4.48 dolar civar\u0131nda i\u015flem g\u00f6rerek hem d\u00fcnk\u00fc kapan\u0131\u015fa g\u00f6re yakla\u015f\u0131k y\u00fczde 1 yukar\u0131da hem de 2.596\u20134.498 dolar aral\u0131\u011f\u0131ndaki 52 haftal\u0131k band\u0131n\u0131n tepe b\u00f6lgesine olduk\u00e7a yak\u0131n seyrediyor. Jeopolitik risk ba\u015fl\u0131klar\u0131n\u0131n yeniden \u00f6ne \u00e7\u0131kmas\u0131 ve Fed\u2019in 2026\u2019ya do\u011fru s\u00fcrecek faiz indirim d\u00f6ng\u00fcs\u00fcne ili\u015fkin beklentilerle alt\u0131n, g\u00fcvenli liman ve reel getiri hik\u00e2yeleri \u00fczerinden g\u00fc\u00e7l\u00fc talep g\u00f6r\u00fcrken, son raporlar fiyat\u0131n 4.45 dolar\u0131n \u00fczerine yerle\u015fti\u011fine ve 4.5 dolar e\u015fi\u011finin test edildi\u011fine dikkat \u00e7ekiyor. Teknik analiz taraf\u0131nda 4.400 &#8211; 4.380 dolar b\u00f6lgesi g\u00fcn i\u00e7i ilk g\u00fc\u00e7l\u00fc destek noktas\u0131 olarak izlenebilir.<\/p>\n<p>Brent petrol 23 Aral\u0131k sabah\u0131nda varil ba\u015f\u0131na yakla\u015f\u0131k 61,4 dolar band\u0131nda, d\u00fcnk\u00fc sert y\u00fckseli\u015f sonras\u0131nda hafif geri \u00e7ekilmeyle birlikte son g\u00fcnlerde 59\u201362 dolar aral\u0131\u011f\u0131nda geni\u015f bir yatay bantta fiyatlanmay\u0131 s\u00fcrd\u00fcr\u00fcyor. D\u00fcnk\u00fc hareket b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Orta Do\u011fu ve Venezuela kaynakl\u0131 olas\u0131 arz kesintisi endi\u015feleriyle desteklenirken, bug\u00fcnk\u00fc i\u015flemlerde g\u00fc\u00e7l\u00fc \u00f6nceki seans\u0131n ard\u0131ndan gelen kar realizasyonlar\u0131 Brent\u2019i 62 dolar e\u015fi\u011finin hemen alt\u0131na \u00e7ekiyor; buna kar\u015f\u0131n 2026\u2019da olas\u0131 arz fazlas\u0131na i\u015faret eden projeksiyonlar orta vadeli g\u00f6r\u00fcn\u00fcm \u00fczerinde bask\u0131 olu\u015fturuyor.<\/p>\n<p>Nasdaq 100 endeksi d\u00fcn\u00fc yakla\u015f\u0131k 25.460\u201325.500 puan band\u0131nda, g\u00fcn i\u00e7i 25.402\u201325.554 aral\u0131\u011f\u0131nda dalgalanarak yakla\u015f\u0131k y\u00fczde 0,4 y\u00fckseli\u015fle kapatt\u0131 ve son haftalardaki toparlanma e\u011filimini Noel haftas\u0131na ta\u015f\u0131m\u0131\u015f durumda. Bug\u00fcn Nasdaq 100 vadeli kontratlar\u0131 25.7 puan civar\u0131nda hafif art\u0131da seyrederken, yapay zek\u00e2 temal\u0131 b\u00fcy\u00fck teknoloji hisselerine gelen al\u0131mlar ve ABD taraf\u0131nda b\u00fcy\u00fcme ile istihdam verileri e\u015fli\u011finde fiyatlanan \u201cyumu\u015fak ini\u015f ve 2026\u2019da faiz indirimleri\u201d hik\u00e2yesi, endekste y\u0131l sonuna do\u011fru \u0131l\u0131ml\u0131 bir Santa rallisi beklentisini destekliyor.&#039;&#039;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 23 Aral\u0131k (Hibya)-Trive Yat\u0131r\u0131m, K\u00fcresel man\u015fette, y\u0131l sonu s\u0131\u011fl\u0131\u011f\u0131nda de\u011ferli metallerde rekor ve risk i\u015ftah\u0131nda toparlanman\u0131n  yan yana ilerledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":23929,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-23928","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/23928","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=23928"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/23928\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/23929"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=23928"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=23928"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=23928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}