Gedik Yat\u0131r\u0131m'\u0131n raporunda\u00a0“Y\u0131l sonuna yakla\u015f\u0131l\u0131rken k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n g\u00fc\u00e7l\u00fc seyrini korudu\u011fu g\u00f6r\u00fcl\u00fcyor.” ifadeleri kullan\u0131ld\u0131. Raporda \u015funlar kaydedildi:<\/p>\n
“Asya borsalar\u0131 d\u00fc\u015f\u00fck i\u015flem hacmine ra\u011fmen y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrken, MSCI Asya b\u00f6lgesel endeksi alt\u0131nc\u0131 g\u00fcn\u00fcnde de art\u0131da seyretti. ABD taraf\u0131nda S&P 500 Index Noel tatili \u00f6ncesinde rekor kapan\u0131\u015f yaparak k\u00fcresel hisse senedi endekslerini de tarihi zirvelere ta\u015f\u0131d\u0131. Dolar endeksindeki zay\u0131flama ve jeopolitik risklerin artmas\u0131, alt\u0131n ve g\u00fcm\u00fc\u015fte g\u00fc\u00e7l\u00fc bir ralliye zemin haz\u0131rlarken; alt\u0131n ons fiyat\u0131 4.500 dolar\u0131n \u00fczerine \u00e7\u0131karak son on y\u0131llar\u0131n en g\u00fc\u00e7l\u00fc y\u0131ll\u0131k performans\u0131na y\u00f6neldi, g\u00fcm\u00fc\u015f ise 75 dolar seviyesini a\u015farak dikkat \u00e7ekti.<\/p>\n
Tahvil taraf\u0131nda Asya i\u015flemlerinde ABD 10 y\u0131ll\u0131k getirisi s\u0131n\u0131rl\u0131 y\u00fckselirken, y\u0131l sonu i\u015flemlerinin sakinli\u011fi
\nfiyatlamalarda oynakl\u0131\u011f\u0131 bask\u0131l\u0131yor. Hisse piyasalar\u0131nda \u201cNoel rallisi\u201d beklentisi ve yapay zeka temal\u0131 b\u00fcy\u00fcme
\nhikayesi \u00f6ne \u00e7\u0131karken, Citigroup b\u00fcy\u00fck \u00f6l\u00e7ekli b\u00fcy\u00fcme hisselerinde AI kaynakl\u0131 kazan\u00e7lar\u0131n devam edebilece\u011fine i\u015faret ediyor. VIX endeksinin y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine gerilemesi de bu iyimserli\u011fi destekliyor.<\/p>\n
\u00d6te yandan g\u00fc\u00e7l\u00fc ABD makro verileri k\u0131sa vadeli faiz indirimi beklentilerini t\u00f6rp\u00fclse de, 2026 k\u00e2r g\u00f6r\u00fcn\u00fcm\u00fcne
\ny\u00f6nelik g\u00fcven yeniden art\u0131yor. Emtia cephesinde petrol, Venezuela kaynakl\u0131 arz k\u0131s\u0131tlar\u0131 ve Nijerya\u2019daki jeopolitik
\ngeli\u015fmelerle haftal\u0131k bazda sert y\u00fckseli\u015fe y\u00f6nelirken; Asya para birimlerinde Japon yeni, enflasyondaki yava\u015flama sonras\u0131 Japonya Merkez Bankas\u0131\u2019n\u0131n olas\u0131 faiz art\u0131r\u0131m\u0131n\u0131 \u00f6teleyece\u011fi beklentisiyle zay\u0131flad\u0131. \u00c7in\u2019de ise offshore yuan\u0131n 7 seviyesinin alt\u0131na g\u00fc\u00e7lenmesine ra\u011fmen \u00c7in Halk Bankas\u0131\u2019n\u0131n referans kur ayarlamalar\u0131yla de\u011ferlenme h\u0131z\u0131n\u0131 kontroll\u00fc tutma \u00e7abas\u0131, b\u00f6lgesel para politikalar\u0131nda temkinli duru\u015fun s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa piyasalar\u0131nda eurodaki g\u00fc\u00e7lenme ve para politikas\u0131 ayr\u0131\u015fmas\u0131 g\u00fcndemin merkezinde yer al\u0131rken, ECB\u2019nin faizleri sabit tutma y\u00f6n\u00fcndeki kararl\u0131 duru\u015fu risk alg\u0131s\u0131n\u0131 destekliyor. Euro B\u00f6lgesi\u2019nde beklentileri a\u015fan makro veriler ve 2025 b\u00fcy\u00fcme tahmininin yukar\u0131 revize edilmesi, hisse senedi piyasalar\u0131nda \u00f6zellikle savunmac\u0131 ve i\u00e7 talep odakl\u0131 sekt\u00f6rlere al\u0131m getiriyor. Buna kar\u015f\u0131l\u0131k ABD\u2019de faiz indirimine y\u00f6nelik artan beklentiler k\u00fcresel
\nsermaye ak\u0131mlar\u0131n\u0131 etkilerken, Avrupa borsalar\u0131nda y\u0131l sonuna do\u011fru temkinli fakat pozitif bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
T\u00fcrkiye<\/p>\n
Yurt i\u00e7inde mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f reel kesim g\u00fcven endeksi aral\u0131k ay\u0131nda bir \u00f6nceki aya g\u00f6re 0,5 puan
\nartarak 103,7 seviyesine y\u00fckselirken, mevsimsel etkilerden ar\u0131nd\u0131r\u0131lm\u0131\u015f kapasite kullan\u0131m oran\u0131 ise bir \u00f6nceki aya g\u00f6re 0,1 puan artarak y\u00fczde 74,2 d\u00fczeyinde ger\u00e7ekle\u015fti. Verilerin fiyatlamalara etkisi olmad\u0131. D\u00fcn Noel tatili
\nnedeniyle yurt d\u0131\u015f\u0131 piyasalar kapal\u0131yd\u0131. Bu ba\u011flamda i\u015flem hacimleri d\u00fc\u015f\u00fck seyrederken, kur taraf\u0131nda yataya yak\u0131n seyirler etkili oldu. Bug\u00fcn de veri ak\u0131\u015f\u0131 bak\u0131m\u0131ndan sakin. Genel g\u00f6r\u00fcn\u00fcmde 5 Ocak\u2019ta a\u00e7\u0131klanacak aral\u0131k ay\u0131na ili\u015fkin enflasyon verisi piyasalarda yak\u0131ndan izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 42,86 civar\u0131nda yataya yak\u0131n g\u00f6r\u00fcn\u00fcm sergiliyor. Dolar endeksi ise 97,95 civar\u0131nda zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc s\u00fcrd\u00fcr\u00fcyor.”<\/p>\n
<\/strong> \u0130stanbul, 26 Aral\u0131k (Hibya)- Gedik Yat\u0131r\u0131m, Asya borsalar\u0131n\u0131n d\u00fc\u015f\u00fck i\u015flem hacmine ra\u011fmen y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":25455,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-25454","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/25454","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=25454"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/25454\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/25455"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=25454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=25454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=25454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"