Marba\u015f Menkul De\u011ferler\u2019in de\u011ferlendirmesinde \u201c\u0130\u00e7 tarafta y\u0131l\u0131n sonuna do\u011fru makro veri takviminin azald\u0131\u011f\u0131 , k\u00fcresel piyasalar\u0131n tatile girdi\u011fi ortamda kendi i\u00e7 dinamiklerimizle dar bantta s\u0131k\u0131\u015fman\u0131n devam etti\u011fini g\u00f6rmekteyiz. Haber ak\u0131\u015flar\u0131na bakt\u0131\u011f\u0131m\u0131zda a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerin s\u0131n\u0131rl\u0131 oldu\u011funu izlerken yukar\u0131 y\u00f6nl\u00fc hareketler i\u00e7in kat\u0131l\u0131mc\u0131 eksikli\u011finden kaynakl\u0131 s\u0131n\u0131rland\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.\u201d ifadelerine yer verildi.<\/p>\n
\u201cYukar\u0131 y\u00f6nl\u00fc teman\u0131n devam etti\u011fini d\u00fc\u015f\u00fcn\u00fcrken maj\u00f6r bir haber ak\u0131\u015f\u0131 olmamas\u0131 durumunda hareketin gecikmeli de olsa gelece\u011fini d\u00fc\u015f\u00fcnmekteyiz.\u201d denilen raporunda \u015funlar kaydedildi:<\/p>\n
\u201cYeni g\u00fcnde 11 bin deste\u011fi 11500 direnci aras\u0131nda s\u0131k\u0131\u015fman\u0131n devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcrken ara destek seviyesi olarak 11290 b\u00f6lgesini takip etmekteyiz.<\/p>\n
ABD piyasalar\u0131nda y\u0131l sonu ve tatil haftas\u0131na girerken yatay pozitif fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlemekteyiz. D\u00fcn gelen beklenti \u00fczerinde b\u00fcy\u00fcme rakamlar\u0131yla beraber teknoloji hisselerinde hareketlilik izlerken S&P 500\u2019de tarihi seviyelerin a\u015f\u0131ld\u0131\u011f\u0131n\u0131 izlemekteyiz. Veri sonras\u0131nda endeks nezdinde fiyatlamalar pozitif olurken FED nezdinde beklenen ilk faiz indiriminin fiyatland\u0131\u011f\u0131 Nisan ay\u0131nda indirim ihtimalinde 5 6 puanl\u0131k geri \u00e7ekilmeler g\u00f6rmekteyiz. Yeni g\u00fcnde sakin seyrin devam etti\u011fini izlerken piyasalar yar\u0131m g\u00fcn i\u015flem g\u00f6recektir.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda g\u00fcndem, Japonya Merkez Bankas\u0131 (BOJ) politikalar\u0131, b\u00f6lgesel para politikas\u0131 duru\u015fu ve tahvil piyasas\u0131na y\u00f6nelik geli\u015fmeler etraf\u0131nda \u015fekilleniyor. Japonya\u2019da Kas\u0131m ay\u0131 hizmet \u00dcFE\u2019nin y\u0131ll\u0131k y\u00fczde 2,7 a\u00e7\u0131klanmas\u0131 hizmet enflasyonunun g\u00f6rece y\u00fcksek seyrini korudu\u011funu g\u00f6sterirken, BOJ\u2019un Ekim toplant\u0131 tutanaklar\u0131 faizlerin uzun vadede n\u00f6tr seviyelere do\u011fru art\u0131r\u0131lmas\u0131n\u0131n tart\u0131\u015f\u0131ld\u0131\u011f\u0131n\u0131 ortaya koydu.<\/p>\n
Tutanaklarda yendeki de\u011fer kayb\u0131n\u0131n ithalat maliyetleri \u00fczerinden enflasyonu yukar\u0131 \u00e7ekebilece\u011fi vurgulan\u0131rken, ABD\u2019nin olas\u0131 yeni tarifeleri ve \u00fccret art\u0131\u015flar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine dair belirsizlikler nedeniyle Ekim\u2019de faizler sabit tutulmu\u015f, ancak Aral\u0131k toplant\u0131s\u0131nda politika faizi y\u00fczde 0,75\u2019e y\u00fckseltilerek yakla\u015f\u0131k 30 y\u0131l\u0131n zirvesine \u00e7\u0131kar\u0131lm\u0131\u015ft\u0131. Maliye politikas\u0131 taraf\u0131nda ise NHK\u2019ye g\u00f6re Japonya, 2026 mali y\u0131l\u0131 i\u00e7in 29,6 trilyon yenlik yeni devlet tahvili ihrac\u0131na haz\u0131rlan\u0131yor; bu durum tahvil arz\u0131 ve uzun vadeli faizler a\u00e7\u0131s\u0131ndan yak\u0131ndan izleniyor.<\/p>\n
B\u00f6lgesel cephede Nomura, Asya\u2019da enflasyon bask\u0131s\u0131n\u0131n s\u0131n\u0131rl\u0131 olmas\u0131na ra\u011fmen faiz indirimi d\u00f6ng\u00fcs\u00fcn\u00fcn b\u00fcy\u00fck \u00f6l\u00e7\u00fcde tamamland\u0131\u011f\u0131n\u0131, iyile\u015fen b\u00fcy\u00fcme, n\u00f6tre yak\u0131n politika faizleri ve \u00f6zellikle konut fiyatlar\u0131 kaynakl\u0131 finansal istikrar risklerinin merkez bankalar\u0131n\u0131 daha temkinli bir duru\u015fa y\u00f6neltti\u011fini belirtiyor.<\/p>\n
Avrupa borsalar\u0131, d\u00fcn ve bug\u00fcn jeopolitik ve makro geli\u015fmelerin etkisiyle temkinli bir y\u00fckseli\u015f g\u00f6sterdi; FTSE 100 g\u00fcn\u00fc y\u00fczde 0,24, DAX ise y\u00fczde 0,23 art\u0131\u015fla tamamlad\u0131. Hisse senetleri genel olarak STOXX Europe 600 endeksinde sa\u011fl\u0131k sekt\u00f6r\u00fc \u00f6nc\u00fcl\u00fc\u011f\u00fcnde hafif y\u00fckseldi; bankalar ve t\u00fcketici stoklar\u0131 ise s\u0131n\u0131rl\u0131 bask\u0131 alt\u0131nda kald\u0131.<\/p>\n
Ticaret cephesinde, \u0130spanya\u2019n\u0131n Almanya\u2019n\u0131n en b\u00fcy\u00fck 10 ihracat pazar\u0131na yeniden girmesi bekleniyor; Almanya\u2019dan \u0130spanya\u2019ya ihracat\u0131n 58,8 milyar avroya kadar \u00e7\u0131kmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor ve bu geli\u015fme AB i\u00e7i talep ve tedarik zincirleri a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendiriliyor. Mali tarafta, Fransa parlamentosu 2026 b\u00fct\u00e7esini \u00e7\u0131karamay\u0131nca 2025 b\u00fct\u00e7esini ge\u00e7ici olarak 2026\u2019ya devretti; bu ad\u0131m kamu hizmetlerini s\u00fcrd\u00fcrse de mali belirsizli\u011fi art\u0131r\u0131yor ve geni\u015f kapsaml\u0131 harcama planlar\u0131n\u0131 ask\u0131ya al\u0131yor. Jeopolitik alanda, AB Rusya\u2019ya uygulanan yapt\u0131r\u0131mlar\u0131 alt\u0131 ay daha uzatt\u0131, b\u00f6ylece Ukrayna\u2019ya destek ve Rusya\u2019n\u0131n ekonomik izolasyonu stratejisi devam ediyor; yapt\u0131r\u0131mlar \u00f6zellikle enerji ve finans sekt\u00f6rlerinde risk yaratmaya devam ediyor.<\/p>\n
Emtialar \u00fczerinde Ons Alt\u0131n\u2019da jeopolitik geli\u015fmelerden kaynakl\u0131 rekor seviyeleri izlerken, Brent Petrol\u2019de 60 dolar band\u0131nda fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri bulunmamaktad\u0131r. K\u00fcresel tarafta ise ABD\u2019den gelecek \u0130\u015fsizlik Haklar\u0131ndan yararlanma ba\u015fvurular\u0131 ve Ham Petrol Stoklar\u0131n\u0131 takip edece\u011fiz.\u201d<\/p>\n
<\/strong> \u0130stanbul, 24 Aral\u0131k (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, emtialar \u00fczerinde ons alt\u0131nda jeopolitik geli\u015fmelerden kaynakl\u0131 rekor seviyeler izlenirken, brent petrolde 60 dolar band\u0131nda fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fcn g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":24419,"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-24418","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\/24418","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=24418"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/24418\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/24419"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=24418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=24418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=24418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"