Gedik Yatr\u0131m'\u0131n teknik analizinde \u015fu ifadeler yer ald\u0131:<\/p>\n
''K\u00fcresel piyasalarda iyimserlik g\u00fc\u00e7lenirken, S&P 500 endeksi \u00fcst \u00fcste sekizinci ay\u0131 da y\u00fckseli\u015fle kapatmaya haz\u0131rlanarak 2018\u2019den bu yana en uzun kazan\u00e7 serisine yakla\u015fm\u0131\u015f durumda ve tarihi zirvelerin hemen alt\u0131nda seyrediyor. Endeksteki y\u00fckseli\u015fin lokomotifi yine Tesla ve Nvidia gibi b\u00fcy\u00fck teknoloji hisseleri olurken, yakla\u015f\u0131k 400 hissenin ayn\u0131 anda de\u011fer kazanmas\u0131 rallinin tabana yay\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6steriyor; k\u00fc\u00e7\u00fck \u00f6l\u00e7ekli \u015firket hisselerinde de g\u00fc\u00e7l\u00fc al\u0131mlar dikkat \u00e7ekiyor. Y\u0131l boyunca zaman zaman artan oynakl\u0131k ve yapay zek\u00e2 temal\u0131 hisselere y\u00f6nelik soru i\u015faretlerine ra\u011fmen, teknoloji sekt\u00f6r\u00fc 2025\u2019te piyasay\u0131 yukar\u0131 ta\u015f\u0131yan ana unsur olmaya devam etti ve analistlere g\u00f6re Aral\u0131k ay\u0131n\u0131n pozitif mi yoksa zay\u0131f m\u0131 ge\u00e7ece\u011fi yine bu hisselerin seyrine ba\u011fl\u0131 olacak. Fon y\u00f6neticilerinin hisse pozisyonlar\u0131n\u0131 art\u0131rmas\u0131 ve nakit oranlar\u0131n\u0131 tarihi d\u00fc\u015f\u00fck seviyelerde tutmas\u0131, de\u011ferleme kayg\u0131lar\u0131na ra\u011fmen y\u00fckseli\u015f beklentisinin a\u011f\u0131r bast\u0131\u011f\u0131n\u0131 g\u00f6sterirken, piyasa 2026 y\u0131l\u0131nda Fed\u2019den iki faiz indirimi beklemeyi s\u00fcrd\u00fcr\u00fcyor. Fed yetkililerinden gelen, faiz indirimlerinin durmas\u0131 halinde b\u00fcy\u00fcmenin zarar g\u00f6rebilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar da bu beklentileri destekliyor. Tahvil piyasas\u0131nda 10 y\u0131ll\u0131k faizler s\u0131n\u0131rl\u0131 y\u00fckselirken, dolar yatay seyretti. Jeopolitik risklerin etkisiyle petrol fiyatlar\u0131 toparlan\u0131rken, alt\u0131n ve g\u00fcm\u00fc\u015f g\u00fcvenli liman talebiyle rekor seviyelere \u00e7\u0131kt\u0131. Noel d\u00f6nemine girilirken s\u0131k\u00e7a g\u00fcndeme gelen y\u0131l sonu rallisi beklentileri yeniden konu\u015fulmaya ba\u015flan\u0131rken, tarihsel olarak y\u0131l\u0131n son haftalar\u0131n\u0131n g\u00fc\u00e7l\u00fc ge\u00e7ti\u011fine i\u015faret eden veriler, piyasa geni\u015fli\u011finin sa\u011fl\u0131kl\u0131 olmas\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n de\u011ferleme konusunda daha se\u00e7ici davranmas\u0131, 2025\u2019in g\u00fc\u00e7l\u00fc kapan\u0131p 2026\u2019ya g\u00f6rece olumlu bir ba\u015flang\u0131\u00e7 yap\u0131labilece\u011fi alg\u0131s\u0131n\u0131 destekliyor.<\/p>\n
Avrupa borsalar\u0131, yakla\u015fan tatil d\u00f6nemi \u00f6ncesinde i\u015flem hacimlerinin d\u00fc\u015fmesiyle sal\u0131 g\u00fcn\u00fcne yatay ve temkinli bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131yor. Yat\u0131r\u0131mc\u0131lar, teknoloji hisselerinin de\u011ferlemelerine y\u00f6nelik s\u00fcregelen tart\u0131\u015fmalar ile artan jeopolitik riskleri birlikte de\u011ferlendirirken, Rusya ve Ukrayna\u2019n\u0131n kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131 s\u00fcr\u00fcyor ve hafta sonu yap\u0131lan bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinden somut bir sonu\u00e7 \u00e7\u0131kmamas\u0131 belirsizli\u011fi canl\u0131 tutuyor. Makro veri taraf\u0131nda AB\u2019de kas\u0131m ay\u0131 binek ara\u00e7 tescilleri y\u0131ll\u0131k bazda y\u00fczde 2,1 art\u0131\u015f g\u00f6sterirken, Almanya\u2019n\u0131n kas\u0131m ithalat fiyatlar\u0131 ve \u0130spanya\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek nihai GSYH verileri g\u00fcn\u00fcn \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 aras\u0131nda yer al\u0131yor. \u015eirket haberlerinde ise Almanya merkezli Hornbach-Baumarkt ile \u0130ngiltere merkezli Residential Secure Income PLC\u2019nin finansal sonu\u00e7lar\u0131 takip edilirken, vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endeksleri yataya yak\u0131n seyrediyor.<\/p>\n
K\u00fclt\u00fcr ve Turizm Bakanl\u0131\u011f\u0131\u2019n\u0131n verilerine g\u00f6re yabanc\u0131 ziyaret\u00e7i say\u0131s\u0131 kas\u0131mda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 2,61 oran\u0131nda artarak 2,8 milyon ki\u015fi olarak a\u00e7\u0131kland\u0131. B\u00f6ylece 2025 y\u0131l\u0131 Ocak – Kas\u0131m d\u00f6nemi ziyaret\u00e7i say\u0131s\u0131 ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 0,03 art\u0131\u015fla 50,05 milyon ki\u015fi oldu. Verilerin fiyatlamalara etkisi olmad\u0131. Kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirler takip edildi. Yurt i\u00e7erisinde veri ak\u0131\u015f\u0131n\u0131n sakin seyretti\u011fi bir haftaday\u0131z. Bug\u00fcn ABD\u2019de ba\u015fta \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcme ve t\u00fcketici g\u00fcven endeksi olmak \u00fczere dayan\u0131kl\u0131 mal sipari\u015fleri ve sanayi \u00fcretim verileri takip edilecek. Verilerin kur \u00fczerindeki etkisinin s\u0131n\u0131rl\u0131 kalmas\u0131n\u0131 bekliyoruz. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,81 civar\u0131nda yatay seyrediyor. Dolar endeksi ise 98,05 civar\u0131nda bulunuyor.<\/p>\n
Euro, tatil nedeniyle k\u0131sa ge\u00e7en haftada 1,17 dolar\u0131n \u00fczerinde tutunarak eyl\u00fcl sonundan bu yana en g\u00fc\u00e7l\u00fc seviyelerine yak\u0131n seyretti. ECB\u2019nin faizleri sabit tutmas\u0131, b\u00fcy\u00fcme beklentisini 2025 i\u00e7in y\u00fczde 1,4\u2019e y\u00fckseltmesi ve enflasyonun y\u00fczde 2 civar\u0131nda kalaca\u011f\u0131n\u0131 \u00f6ng\u00f6rmesi euroyu desteklerken, euro b\u00f6lgesinin ABD tarifelerine beklenenden daha dayan\u0131kl\u0131 oldu\u011fu vurguland\u0131. Buna kar\u015f\u0131l\u0131k ABD\u2019de zay\u0131flayan enflasyon verileri Fed\u2019in gelecek y\u0131l faiz indirimlerine ba\u015flayabilece\u011fi beklentisini g\u00fc\u00e7lendirerek ortak para birimine ek destek sa\u011flad\u0131.
\nDestekler:\u00a01,1717 \u2013 1,1680 \u2013 1,1654\u00a0Diren\u00e7ler:\u00a01,1780 \u2013 1,1806 \u2013 1,1843<\/p>\n
Sterlin, zay\u0131flayan dolar ve Fed\u2019in gelecek y\u0131l en az iki faiz indirimi yapaca\u011f\u0131 beklentisiyle 11 haftan\u0131n zirvesi olan 1,345 dolar seviyesine y\u00fckseldi. \u0130ngiltere Merkez Bankas\u0131 aral\u0131kta faizi y\u00fczde 3,75\u2019e indirse de, enflasyon h\u00e2l\u00e2 y\u00fczde 2 hedefinin \u00fczerinde ve dar bir oy fark\u0131yla al\u0131nan karar, gev\u015feme s\u00fcrecinin temkinli ilerleyece\u011fine i\u015faret ediyor. Zay\u0131f b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ra\u011fmen piyasalar gelecek y\u0131l\u0131n ilk yar\u0131s\u0131nda en az bir ek faiz indirimi beklerken, sterlin ayl\u0131k bazda y\u00fczde 1\u2019in, y\u0131lba\u015f\u0131ndan bu yana ise yakla\u015f\u0131k y\u00fczde 7\u2019nin \u00fczerinde de\u011fer kazand\u0131.
\nDestekler:\u00a01,3391 \u2013 1,3325 \u2013 1,3282\u00a0Diren\u00e7ler:\u00a01,3500 \u2013 1,3543 \u2013 1,3609<\/p>\n
Alt\u0131n fiyatlar\u0131, Fed\u2019in gelecek y\u0131l faiz indirimlerine gidece\u011fi beklentisi ve artan jeopolitik gerilimlerin etkisiyle ons ba\u015f\u0131na 4.480 dolar\u0131n \u00fczerine \u00e7\u0131karak yeni bir rekor k\u0131rd\u0131. Piyasalar, zay\u0131flayan enflasyon ve so\u011fuyan i\u015f g\u00fcc\u00fc piyasas\u0131 sinyalleriyle Fed\u2019den iki faiz indirimi beklerken, bug\u00fcn a\u00e7\u0131klanacak \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek GSYH verisi para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yak\u0131ndan izleniyor. ABD\u2019nin Venezuela\u2019ya y\u00f6nelik deniz ablukas\u0131n\u0131 sertle\u015ftirmesi, g\u00fc\u00e7l\u00fc merkez bankas\u0131 al\u0131mlar\u0131 ve ETF giri\u015fleriyle desteklenen alt\u0131n, y\u0131lba\u015f\u0131ndan bu yana yakla\u015f\u0131k y\u00fczde 70 y\u00fckselerek 1979\u2019dan bu yana en g\u00fc\u00e7l\u00fc y\u0131ll\u0131k performans\u0131na ilerliyor.
\nG\u00fcn i\u00e7i teknik seviyeler:\u00a0Destekler:\u00a04.475 \u2013 4.405 \u2013 4.369\u00a0Diren\u00e7ler:\u00a04.511 \u2013 4.581 \u2013 4.630<\/p>\n
G\u00fcm\u00fc\u015f fiyatlar\u0131, artan jeopolitik gerilimlerin g\u00fcvenli liman talebini g\u00fc\u00e7lendirmesiyle ons ba\u015f\u0131na 69,5 dolara y\u00fckselerek yeni bir tarihi zirve g\u00f6rd\u00fc. ABD\u2019nin Venezuela\u2019ya y\u00f6nelik yapt\u0131r\u0131mlar\u0131, arz taraf\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131k, g\u00fc\u00e7l\u00fc sanayi ve yat\u0131r\u0131m talebiyle birlikte g\u00fcm\u00fc\u015f\u00fcn y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 140\u2019tan fazla de\u011fer kazanmas\u0131na katk\u0131 sa\u011flad\u0131. Ayr\u0131ca piyasalar\u0131n Fed\u2019den gelecek y\u0131l iki faiz indirimi beklemeye devam etmesi ve Fed yetkililerinin daha gev\u015fek politikaya alan oldu\u011funa dair a\u00e7\u0131klamalar\u0131, y\u00fckseli\u015f g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekliyor.
\nG\u00fcn i\u00e7i teknik seviyeler:\u00a0Destekler:\u00a067,51 \u2013 66,15 \u2013 65,19\u00a0Diren\u00e7ler:\u00a069,83 \u2013 70,79 \u2013 72,15<\/p>\n
Brent petrol, jeopolitik risklerin etkisiyle d\u00f6rt g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan varil ba\u015f\u0131na 61,9 dolar civar\u0131nda seyretti. ABD\u2019nin Venezuela a\u00e7\u0131klar\u0131nda tanker takibini s\u00fcrd\u00fcrmesi ve Ukrayna\u2019n\u0131n Rus enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131 fiyatlar\u0131 desteklerken, Venezuela arz\u0131n\u0131n k\u00fcresel pay\u0131 s\u0131n\u0131rl\u0131 olsa da siyasi ve gelir etkisi \u00f6ne \u00e7\u0131k\u0131yor. Buna ra\u011fmen piyasalar, artan arz fazlas\u0131 beklentileri nedeniyle petrol\u00fcn y\u0131l\u0131 d\u00fc\u015f\u00fc\u015fle kapatabilece\u011fini fiyatlamaya devam ediyor.
\nG\u00fcn i\u00e7i teknik seviyeler:\u00a0Destekler:\u00a061,36 \u2013 60,80 \u2013 60,30\u00a0Diren\u00e7ler:\u00a062,41 \u2013 62,97 \u2013 64,02<\/p>\n
WTI ham petrol, artan jeopolitik risklerin etkisiyle d\u00f6rt g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan varil ba\u015f\u0131na 57,9 dolar civar\u0131nda yatay seyretti. ABD\u2019nin Venezuela a\u00e7\u0131klar\u0131nda tanker takibini s\u00fcrd\u00fcrmesi ve Ukrayna\u2019n\u0131n Rus enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131 fiyatlara destek sa\u011flasa da, Venezuela arz\u0131n\u0131n k\u00fcresel pay\u0131n\u0131n s\u0131n\u0131rl\u0131 olmas\u0131 etkileri k\u0131s\u0131tl\u0131yor. Buna kar\u015f\u0131n piyasalar, b\u00fcy\u00fcyen arz fazlas\u0131 beklentileri nedeniyle petrol\u00fcn y\u0131l\u0131 d\u00fc\u015f\u00fc\u015fle kapatabilece\u011fini \u00f6ng\u00f6r\u00fcyor.
\nG\u00fcn i\u00e7i teknik seviyeler:\u00a0Destekler:\u00a057,01 \u2013 56,03 \u2013 55,48\u00a0Diren\u00e7ler:\u00a058,54 \u2013 59,09 \u2013 60,07<\/p>\n
Nasdaq endeksi, teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde \u00f6ne \u00e7\u0131karak k\u0131sa i\u015flem haftas\u0131na g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yapt\u0131 ve pazartesi g\u00fcn\u00fc y\u00fczde 0,52 y\u00fckseldi. Nvidia, Oracle ve Micron\u2019daki al\u0131mlar, yapay zek\u00e2 temal\u0131 hisselere olan ilgiyi art\u0131rarak Nasdaq\u2019\u0131 destekledi. Yat\u0131r\u0131mc\u0131lar, bug\u00fcn a\u00e7\u0131klanacak \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek GSYH ve PCE enflasyon verileri \u00f6ncesinde temkinli kal\u0131rken, Noel tatili nedeniyle i\u015flem hacimlerinin d\u00fc\u015fmesi bekleniyor.
\nG\u00fcn i\u00e7i teknik seviyeler:\u00a0Destekler:\u00a025.361 \u2013 25.287 \u2013 25.196\u00a0Diren\u00e7ler:\u00a025.526 \u2013 25.617 \u2013 25.691<\/p>\n
DJ30 endeksi, k\u0131sa i\u015flem haftas\u0131na g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yaparak pazartesi g\u00fcn\u00fc y\u00fczde 0,47 y\u00fckseldi ve di\u011fer endekslere g\u00f6re daha dengeli bir g\u00f6r\u00fcn\u00fcm sergiledi. Sanayi ve b\u00fcy\u00fck \u00f6l\u00e7ekli hisselerdeki al\u0131mlar endeksi desteklerken, teknoloji hisselerindeki y\u00fckseli\u015f de genel piyasa havas\u0131n\u0131 olumlu etkiledi. Yat\u0131r\u0131mc\u0131lar, bug\u00fcn a\u00e7\u0131klanacak \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek GSYH ve PCE enflasyon verilerini izlerken, Noel tatili nedeniyle piyasalar\u0131n erken kapanaca\u011f\u0131 ve i\u015flem hacimlerinin azalaca\u011f\u0131 dikkate al\u0131n\u0131yor. G\u00fcn i\u00e7i teknik seviyeler:\u00a0Destekler:\u00a048.147 \u2013 47.965 \u2013 47.819\u00a0Diren\u00e7ler:\u00a048.476 \u2013 48.621 \u2013 48.804''<\/p>\n
<\/strong> \u0130stanbul, 23 Aral\u0131k (Hibya)-Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda iyimserlik g\u00fc\u00e7lenirken, S&P 500 endeksi \u00fcst \u00fcste sekizinci ay\u0131 da y\u00fckseli\u015fle kapatmaya haz\u0131rlanarak 2018\u2019den bu yana en uzun kazan\u00e7 serisine yakla\u015fm\u0131\u015f durumda ve tarihi zirvelerin hemen alt\u0131nda seyretti\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":23981,"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-23980","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\/23980","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=23980"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/23980\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/23981"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=23980"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=23980"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=23980"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"