Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda y\u0131l sonuna yakla\u015f\u0131l\u0131rken, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n g\u00fc\u00e7lenmeye devam etti\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cABD ekonomisinin son iki y\u0131l\u0131n en h\u0131zl\u0131 b\u00fcy\u00fcmesini kaydetmesi, \u015firket karl\u0131l\u0131klar\u0131na y\u00f6nelik beklentileri desteklerken k\u00fcresel hisse senetlerini rekor seviyelere ta\u015f\u0131d\u0131. MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi be\u015finci g\u00fcn\u00fcnde de y\u00fckselerek tarihi zirvesini yenilerken, ABD borsalar\u0131ndaki g\u00fc\u00e7l\u00fc kapan\u0131\u015flar\u0131n ard\u0131ndan Asya piyasalar\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde s\u0131n\u0131rl\u0131 ama pozitif bir seyir izlendi. Noel tatili \u00f6ncesi d\u00fc\u015f\u00fck i\u015flem hacimleri dikkat \u00e7ekerken, Avrupa vadeli endeksleri g\u00fcne temkinli bir ba\u015flang\u0131ca i\u015faret ediyor.<\/p>\n
Emtia piyasalar\u0131, hisse senetlerine k\u0131yasla \u00e7ok daha g\u00fc\u00e7l\u00fc bir performans sergiledi. Alt\u0131n ilk kez 4.500 dolar\u0131n \u00fczerine \u00e7\u0131karak tarihi bir e\u015fik a\u015farken, ABD\u2019nin Venezuela ba\u011flant\u0131l\u0131 petrol tankerlerine y\u00f6nelik ad\u0131mlar\u0131 g\u00fcvenli liman talebini art\u0131rd\u0131. Platin ve g\u00fcm\u00fc\u015f rekor seviyelere y\u00fckselirken, bak\u0131r da 12.000 dolar\/ton seviyesini ilk kez a\u015farak sanayi metalleri cephesinde g\u00fc\u00e7l\u00fc talep alg\u0131s\u0131n\u0131 peki\u015ftirdi. Alt\u0131n, y\u0131l genelinde yakla\u015f\u0131k y\u00fczde 70 y\u00fckseli\u015fle 1979\u2019dan bu yana en g\u00fc\u00e7l\u00fc y\u0131ll\u0131k performans\u0131n\u0131 sergiliyor.<\/p>\n
Makro tarafta, g\u00fc\u00e7l\u00fc ABD b\u00fcy\u00fcme verileri k\u0131sa vadeli Fed faiz indirimi beklentilerini t\u00f6rp\u00fcl\u00fcyor, ancak bu durum piyasalarda risk i\u015ftah\u0131n\u0131 bozmu\u015f de\u011fil. Yapay zeka yat\u0131r\u0131mlar\u0131 ve t\u00fcketici harcamalar\u0131n\u0131n deste\u011fiyle \u015firketlerin 2026\u2019da da g\u00fc\u00e7l\u00fc k\u00e2r art\u0131\u015f\u0131 sa\u011flayabilece\u011fi beklentisi yeniden \u00f6ne \u00e7\u0131k\u0131yor. Tarihsel olarak Noel sonras\u0131 d\u00f6nemin hisse senetleri i\u00e7in olumlu olmas\u0131 ve \u201cSanta Claus rallisi\u201d istatistikleri, yat\u0131r\u0131mc\u0131 g\u00fcvenini destekleyen bir di\u011fer unsur olarak \u00f6ne \u00e7\u0131k\u0131yor<\/p>\n
D\u00f6viz ve tahvil piyasalar\u0131nda ise dolar zay\u0131fl\u0131\u011f\u0131n\u0131 s\u00fcrd\u00fcr\u00fcrken, Asya para birimleri \u00f6n planda. \u00c7in yuan\u0131, merkez bankas\u0131n\u0131n g\u00fc\u00e7l\u00fc sabitleme ad\u0131m\u0131yla 7 seviyesine yakla\u015f\u0131rken; Japon yeni ve G\u00fcney Kore wonu, yetkililerden gelen sert s\u00f6ylemlerle de\u011fer kazand\u0131. ABD tahvilleri ise ihaleler \u00f6ncesi s\u0131n\u0131rl\u0131 toparlanma g\u00f6sterirken, dolar endeksi y\u0131l\u0131n en zay\u0131f performanslar\u0131ndan birini sergiliyor. Genel \u00e7er\u00e7evede piyasalar, g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme yumu\u015fayan enflasyon temkinli Fed beklentilerinin olu\u015fturdu\u011fu denge senaryosunu fiyatlamaya devam ediyor.<\/p>\n
Avrupa vadelilerinde Asya borsalar\u0131na paralel \u015fekilde temkinli ama pozitif bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor. ABD\u2019de g\u00fc\u00e7l\u00fc gelen b\u00fcy\u00fcme verilerine ra\u011fmen k\u00fcresel risk i\u015ftah\u0131n\u0131n korunmas\u0131 ve y\u0131l sonuna yakla\u015f\u0131l\u0131rken Noel rallisi beklentileri, Avrupa endekslerini destekliyor. \u00d6zellikle sa\u011fl\u0131k ve savunma hisseleri \u00f6ne \u00e7\u0131karken, Novo Nordisk\u2019teki g\u00fc\u00e7l\u00fc performans ila\u00e7 sekt\u00f6r\u00fcne al\u0131m getirdi; buna kar\u015f\u0131l\u0131k l\u00fcks t\u00fcketim hisseleri zay\u0131f seyrederek sekt\u00f6rel ayr\u0131\u015fman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. Noel sebebiyle d\u00fc\u015f\u00fck i\u015flem hacimleri ve s\u0131n\u0131rl\u0131 veri ak\u0131\u015f\u0131 nedeniyle yat\u0131r\u0131mc\u0131lar temkinli kal\u0131rken, Avrupa vadeliler ABD ve k\u00fcresel makro geli\u015fmelere duyarl\u0131 \u015fekilde yatay seyrediyor.<\/p>\n
D\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131 sakin seyretti. 2026 y\u0131l\u0131na ili\u015fkin net asgari \u00fccret y\u00fczde 27 art\u0131\u015fla 28 bin 75 TL olarak a\u00e7\u0131kland\u0131. ABD ekonomisi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda y\u00fczde 4,3 ile beklentilerin \u00fczerinde b\u00fcy\u00fcd\u00fc. ABD\u2019de dayan\u0131kl\u0131 mal sipari\u015fleri ekimde y\u00fczde 2,2 ile beklentilerin \u00fczerinde azal\u0131rken, sanayi \u00fcretimi ise y\u00fczde 0,1 ile beklentilerin aksine azald\u0131. ABD\u2019de t\u00fcketici g\u00fcven endeksi ise kas\u0131mda 89,1 ile beklentilerin alt\u0131nda kald\u0131.<\/p>\n
Verilerin kur \u00fczerindeki etkisi \u00e7ok s\u0131n\u0131rl\u0131 kal\u0131rken, dolar endeksi de\u011fer kaybetmeye devam etti. Bug\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin seyredecek olup, ABD taraf\u0131nda haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 takip edilecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,84 civar\u0131nda hafif al\u0131c\u0131l\u0131 seyrediyor. Dolar endeksi ise 97,87 civar\u0131nda bulunuyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 24 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, y\u0131l sonuna yakla\u015f\u0131l\u0131rken, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n g\u00fc\u00e7lenmeye devam etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":24461,"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-24460","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\/24460","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=24460"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/24460\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/24461"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=24460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=24460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=24460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"