Halk Yat\u0131r\u0131m'\u0131n raporunda bu sabah Asya piyasalar\u0131nda pozitif e\u011filimli kar\u0131\u015f\u0131k seyir g\u00f6r\u00fcl\u00fcyor oldu\u011fu belirtildi. Raporun devam\u0131nda ise \u015funlar kaydedildi:<\/p>\n
“Asya cephesinde \u00f6ne \u00e7\u0131kan g\u00f6r\u00fcn\u00fcmde teknoloji ve madencilik hisselerinde \u00f6ne \u00e7\u0131kan de\u011fer kazan\u00e7lar\u0131 belirleyici olan unsurlar aras\u0131nda bulunuyor. Emtialar cephesinde ise, g\u00fcm\u00fc\u015f, ilk kez ons ba\u015f\u0131na 80 dolar\u0131 a\u015farken, Alt\u0131n 4.500 dolar ons seviyesine do\u011fru hafif geri \u00e7ekildi. Ge\u00e7en hafta \u00f6zellikle Venezuela\u2019da ya\u015fanan gerilimlerin ve Washington\u2019un Nijerya\u2019da \u0130slam Devleti\u2019ne y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n, de\u011ferli metallerin g\u00fcvenli liman cazibesini art\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6zlemliyoruz. Bu arada kay\u0131tlardaki en d\u00fc\u015f\u00fck seviyelerine yak\u0131n olan g\u00fcm\u00fc\u015f stoklar\u0131n\u0131n, birden fazla sekt\u00f6r\u00fc etkileyebilecek arz k\u0131tl\u0131\u011f\u0131na sahne olabilece\u011fini belirtmek isteriz. Petrol fiyatlar\u0131 ise bu sabah 2026\u2019da \u00c7in talebinin iyile\u015fece\u011fi beklentisiyle y\u00fczde 1 art\u0131\u015fla 61,28 dolar\/varil seviyesine y\u00fckselmesine kar\u015f\u0131n, ayl\u0131k bazda d\u00fc\u015f\u00fc\u015f e\u011filimini be\u015finci aya ta\u015f\u0131d\u0131\u011f\u0131ndan, iki y\u0131l\u0131 a\u015fk\u0131n s\u00fcredeki en uzun kay\u0131p serisini kaydetmi\u015f bulunuyor. B\u00f6lgesel olarak ise \u00c7in cephesinde a\u00e7\u0131klanan sanayi karl\u0131l\u0131\u011f\u0131 Kas\u0131m ay\u0131 verisi y\u0131ll\u0131k bazda y\u00fczde 13,1 gerileme kaydederek d\u00fc\u015f\u00fc\u015f e\u011filimini ikinci aya ta\u015f\u0131d\u0131. Verideki g\u00f6r\u00fcn\u00fcm\u00fcn zay\u0131flayan i\u00e7 talebin ve kal\u0131c\u0131 deflasyonun \u015firket kazan\u00e7lar\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131na dair i\u015faretleri art\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6zlemliyoruz. Ayr\u0131ca \u00c7in h\u00fck\u00fcmeti, zorlu
\nkonj\u00f6nkt\u00f6rde b\u00fcy\u00fcmeyi desteklemek i\u00e7in 2026\u2019da mali harcama taban\u0131n\u0131 geni\u015fletme s\u00f6z\u00fc vererek, kamu deste\u011finin s\u00fcrd\u00fcr\u00fclece\u011fine i\u015faret etti. Jeopolitik geli\u015fmelere ili\u015fkin olarak \u00c7in\u2019in Tayvan\u2019\u0131 \u00e7evreleyen sularda ve hava sahas\u0131nda askeri tatbikatlara ba\u015flamas\u0131n\u0131n ard\u0131ndan, \u00c7in ve Tayvan\u2019daki savunma hisseleri y\u00fckseldi. Bu arada Trump, Ukrayna Devlet Ba\u015fkan\u0131 Zelenskiy ile olas\u0131 bir bar\u0131\u015f anla\u015fmas\u0131na ili\u015fkin g\u00f6r\u00fc\u015fmelerde ilerleme kaydetti\u011fini s\u00f6yledi. Ancak bunun birka\u00e7 hafta s\u00fcrebilece\u011fini ve belirlenmi\u015f bir takvim olmad\u0131\u011f\u0131n\u0131 da s\u00f6zlerine ekledi.<\/p>\n
Bug\u00fcn ABD\u2019de bekleyen konut sat\u0131\u015flar\u0131 ve Dallas Fed imalat aktivitesi verileri takip edilecek. Bekleyen konut sat\u0131\u015flar\u0131 Kas\u0131m ay\u0131 verisinin ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,8 ve y\u00fczde 0,4 art\u0131\u015flar kaydetmesi bekleniyor. Dallas Fed imalat aktivitesi Aral\u0131k ay\u0131 verisinin ise ayl\u0131k bazda 5,4 puan art\u0131\u015f kaydederek – 5\u2019e y\u00fckselmesi bekleniyor.<\/p>\n
Yar\u0131n ABD\u2019de ADP haftal\u0131k istihdam de\u011fi\u015fimi, FHFA konut fiyat endeksi ve MNI Chicago PMI verilerine ek olarak Aral\u0131k ay\u0131 FOMC toplant\u0131s\u0131na ili\u015fkin tutanaklar takip edilecek. Hat\u0131rlanaca\u011f\u0131 \u00fczere 6 Aral\u0131k haftas\u0131na ili\u015fkin ADP haftal\u0131k istihdam de\u011fi\u015fimi verisi 11.500 art\u0131\u015f kaydetmi\u015fti. FHFA konut fiyat endeksi Ekim ay\u0131 verisinin de ayl\u0131k bazda y\u00fczde 0,1 art\u0131\u015f g\u00f6stermesi bekleniyor. MNI Chicago PMI Aral\u0131k ay\u0131 verisine ili\u015fkin olarak ise piyasa beklentisi verinin ayl\u0131k bazda 3,2 puan art\u0131\u015f kaydederek 39,5\u2019e y\u00fckselece\u011fi y\u00f6n\u00fcnde. Di\u011fer yandan, Aral\u0131k ay\u0131 FOMC toplant\u0131s\u0131na ili\u015fkin tutanaklar\u0131n, kat\u0131l\u0131mc\u0131lar\u0131n k\u0131sa vadeli politika patikas\u0131na ili\u015fkin \u201cbelirgin ayr\u0131\u015fan g\u00f6r\u00fc\u015fler\u201d ta\u015f\u0131maya devam etti\u011fini g\u00f6stermesini bekliyoruz. Bu ayr\u0131\u015fma, politikan\u0131n ne kadar k\u0131s\u0131tlay\u0131c\u0131 oldu\u011fu, n\u00f6tr seviyeye ne h\u0131zla yakla\u015f\u0131lmas\u0131 gerekti\u011fi ve ekonominin nas\u0131l evrilece\u011fi \u00e7er\u00e7evesinde Ekim\u2019deki tart\u0131\u015fman\u0131n bir tekrar\u0131na i\u015faret ediyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere, Ekim ay\u0131 toplant\u0131s\u0131na ili\u015fkin tutanaklarda \u201c\u00e7o\u011fu\u201d \u00fcyenin ilave a\u015fa\u011f\u0131 y\u00f6nl\u00fc ayarlamalar\u0131 olas\u0131 g\u00f6rd\u00fc\u011f\u00fc, \u201cbaz\u0131\u201d \u00fcyelerin ise Aral\u0131k\u2019ta 25 baz puanl\u0131k indirimi uygun bulmad\u0131\u011f\u0131 vurgulanm\u0131\u015ft\u0131. Bu kez de \u00e7o\u011funlu\u011fun zaman i\u00e7inde indirimlerin uygun olaca\u011f\u0131 kanaatini korumas\u0131 muhtemel
\ng\u00f6r\u00fcn\u00fcyor. Ancak yak\u0131n vadede 25 baz puanl\u0131k ek indirim ad\u0131m\u0131n\u0131 zorunlu g\u00f6rmeyen grubun b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc d\u00fc\u015f\u00fcn\u00fcyoruz.”<\/p>\n
<\/strong> \u0130stanbul, 29 Aral\u0131k (Hibya)- Halk Yat\u0131r\u0131m, bu sabah Asya piyasalar\u0131nda pozitif e\u011filimli kar\u0131\u015f\u0131k seyir g\u00f6r\u00fcl\u00fcyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":26411,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-26410","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\/26410","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=26410"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/26410\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/26411"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=26410"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=26410"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=26410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"