Marba Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta ge\u00e7ti\u011fimiz hafta Noel Tatili etkisiyle yabanc\u0131 kat\u0131l\u0131m\u0131 s\u0131n\u0131rl\u0131 olurken, makro veri ve haber ak\u0131\u015f\u0131n\u0131n da hafta boyu zay\u0131f seyretmesiyle beraber 11.000 \u2013 11.500 band\u0131nda s\u0131k\u0131\u015fman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc takip ettik.” ifadelerine yer verildi. Raporda \u015funlar kaydedildi:<\/p>\n
“Yeni hafta i\u00e7in de y\u0131l sonuna girerken hafta boyu yabanc\u0131 kat\u0131l\u0131m\u0131n\u0131n g\u00f6rece s\u0131n\u0131rl\u0131 olmas\u0131n\u0131 beklemekteyiz. Haftan\u0131n geneline bakt\u0131\u011f\u0131m\u0131zda veri seti anlam\u0131nda g\u00f6rece zay\u0131f takvim izlerken hem i\u00e7eride hem de k\u00fcresel tarafta PMI verilerini takip edece\u011fiz. Yeni y\u0131l ile birlikte ise yeniden veri seti bazl\u0131 fiyatlamalar\u0131n etkili olmas\u0131n\u0131 beklemekteyiz. \u0130lk takip edece\u011fimiz veri olan Aral\u0131k T\u00dcFE ile birlikte gecikmeli de olsa yukar\u0131 y\u00f6nl\u00fc hareketin
\ns\u00fcrmesini beklemekteyiz. Bunlara ek olarak hafta sonu TCMB 2026 y\u0131l\u0131 Para Politikas\u0131n\u0131 yay\u0131mlad\u0131\u011f\u0131n\u0131, 2026\u2019da 8 toplant\u0131 ger\u00e7ekle\u015fece\u011fini g\u00f6rmekteyiz. Yeni g\u00fcnde y\u0131l sonu etkisiyle 11.000 – 11.500 b\u00f6lgesinde s\u0131k\u0131\u015fman\u0131n devam edece\u011fini beklemekteyiz.<\/p>\n
ABD piyasalar\u0131nda i\u015flemler kald\u0131\u011f\u0131 yerden devam etse de y\u0131l sonu etkisiyle birlikte i\u015flem hacminde daralma ve s\u0131n\u0131rl\u0131 kat\u0131l\u0131m\u0131n oldu\u011fu bir seyir takip etmekteyiz. Fiyatlamalara bakt\u0131\u011f\u0131m\u0131zda ise ge\u00e7ti\u011fimiz hafta g\u00fc\u00e7l\u00fc hareketin ard\u0131ndan yeni haftada g\u00f6rece yatay seyrin h\u00e2kim oldu\u011funu izlemekteyiz. 2026 i\u00e7in ana tema oda\u011f\u0131 teknoloji taraf\u0131, FED ba\u015fkan\u0131 de\u011fi\u015fimiyle birlikte daha g\u00fcvercin FED\u2019in temay\u0131 destekleyici nitelikte oldu\u011funu ve bunlara
\nek olarak hafta sonu Trump\u2019\u0131n Rusya-Ukrayna bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinde son a\u015famaya gelindi\u011fine dair deme\u00e7leriyle beraber olas\u0131 bir bar\u0131\u015f anla\u015fmas\u0131n\u0131n 2026\u2019da ek kataliz\u00f6r olu\u015fturaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda genel g\u00f6r\u00fcn\u00fcm, b\u00f6lgesel ekonomik ve jeopolitik geli\u015fmeler etraf\u0131nda \u015fekillenirken MSCI Asia-Pacific endeksi y\u00fczde 0,27 art\u0131\u015fla son alt\u0131 haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. G\u00fcney Kore Kospi endeksi yakla\u015f\u0131k y\u00fczde 1,5 y\u00fckselerek y\u0131ll\u0131k bazda g\u00fc\u00e7l\u00fc performans\u0131n\u0131 s\u00fcrd\u00fcr\u00fcrken, Tayvan ve Japonya hisse senetleri de pozitif ayr\u0131\u015ft\u0131. Jeopolitik cephede \u00c7in ordusunun Tayvan \u00e7evresinde ger\u00e7ekle\u015ftirdi\u011fi geni\u015f kapsaml\u0131 deniz-hava tatbikatlar\u0131 dikkat \u00e7ekerken, Tayland ve Kambo\u00e7ya s\u0131n\u0131r \u00e7at\u0131\u015fmalar\u0131n\u0131n ard\u0131ndan ate\u015fkes ilan etti. Para politikas\u0131 taraf\u0131nda Japonya Merkez Bankas\u0131 \u00fcyelerinin ilave faiz art\u0131\u015f\u0131 ihtiyac\u0131n\u0131 tart\u0131\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, Japonya\u2019n\u0131n 20 y\u0131ll\u0131k devlet tahvili getirisi 3 baz puan art\u0131\u015fla y\u00fczde 2,99 seviyesine y\u00fckseldi. \u00c7in cephesinde Maliye Bakanl\u0131\u011f\u0131, 2026 y\u0131l\u0131nda mali politikalar\u0131n daha proaktif olaca\u011f\u0131n\u0131 duyururken, azalan yabanc\u0131 yat\u0131r\u0131mlar\u0131 desteklemek amac\u0131yla yabanc\u0131 yat\u0131r\u0131m te\u015fvikleri listesinin geni\u015fletilece\u011fini a\u00e7\u0131klad\u0131. \u00d6te yandan Jefferies, Asya yat\u0131r\u0131m stratejisinde Hindistan ve Tayvan a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131r\u0131rken \u00c7in ve Endonezya pozisyonlar\u0131n\u0131 azaltt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
Avrupa g\u00fcndemi, ticaret politikalar\u0131, sekt\u00f6r dinamikleri ve jeopolitik geli\u015fmelerin etkisiyle \u015fekilleniyor. Otomotiv taraf\u0131nda \u00c7inli \u00fcreticilerin d\u00fc\u015f\u00fck fiyatl\u0131 ve rekabet\u00e7i modellerle Avrupa pazar\u0131nda pay kazanmas\u0131, AB\u2019nin tarifelerine ra\u011fmen sekt\u00f6r \u00fczerinde bask\u0131 yaratmaya devam ederken, AB\u2013\u0130ngiltere hatt\u0131nda 2026 sonundan itibaren \u0130ngiltere \u00fcretimi elektrikli ara\u00e7lara y\u00fczde 10\u2019a varan tarife uygulanabilece\u011fine dair haberler tedarik zinciri ve ticaret dengesi a\u00e7\u0131s\u0131ndan risk unsuru olarak \u00f6ne \u00e7\u0131k\u0131yor. ABD ile ticari ili\u015fkiler Avrupa ila\u00e7 sekt\u00f6r\u00fcn\u00fc de etkiliyor; ABD bask\u0131lar\u0131 sonras\u0131 \u0130ngiltere\u2019nin s\u0131f\u0131r tarife anla\u015fmas\u0131na y\u00f6nelmesi ve AB ile \u0130svi\u00e7re\u2019de ila\u00e7 fiyatlar\u0131na y\u00f6nelik s\u0131n\u0131rlamalar\u0131n g\u00fcndeme gelmesi dikkat \u00e7ekiyor. Makro tarafta Bulgaristan\u2019\u0131n 1 Ocak 2026 itibar\u0131yla levay\u0131 b\u0131rakarak euroya ge\u00e7meye haz\u0131rlanmas\u0131 ekonomik entegrasyon a\u00e7\u0131s\u0131ndan izlenirken, \u0130talya ve \u0130spanya\u2019n\u0131n 10 y\u0131ll\u0131k tahvil getirilerinin Almanya\u2019ya olan fark\u0131n\u0131n 16 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine gerilemesi yat\u0131r\u0131mc\u0131 g\u00fcvenindeki toparlanmaya i\u015faret ediyor. Jeopolitik cephede ise Trump ile Zelenski aras\u0131nda Ukrayna sava\u015f\u0131na y\u00f6nelik \u00e7\u00f6z\u00fcm odakl\u0131 temaslar s\u00fcrerken, Avrupa liderleri ve \u0130ngiltere Ba\u015fbakan\u0131 Starmer destek \u00e7a\u011fr\u0131lar\u0131n\u0131 yineliyor; buna kar\u015f\u0131n devam eden gerilimler petrol fiyatlar\u0131 \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131yor.<\/p>\n
Emtialar \u00fczerinde Ons Alt\u0131n\u2019da 4500 Dolar seviyesinden hafif geri \u00e7ekilme izlesek de talebin hala \u00e7ok g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6rmekteyiz. Brent petrol\u00fcn ise 60 Dolar band\u0131nda konsolide oldu\u011funu takip etmekteyiz.”<\/p>\n
<\/strong> \u0130stanbul, 29 Aral\u0131k (Hibya)- Marba\u015f Menkul De\u011ferler, Asya-Pasifik\u2019te piyasalar\u0131nda genel g\u00f6r\u00fcn\u00fcm b\u00f6lgesel ekonomik ve jeopolitik geli\u015fmeler etraf\u0131nda \u015fekillenirken MSCI Asia-Pacific endeksinin y\u00fczde 0,27 art\u0131\u015fla son alt\u0131 haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":26393,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-26392","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\/26392","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=26392"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/26392\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/26393"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=26392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=26392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=26392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"