Marba\u015f Menkul De\u011ferler'\u0130n raporunda, bug\u00fcn Aral\u0131k T\u00dcFE verisinin izlenirken, endeks fiyatlamas\u0131 a\u00e7\u0131s\u0131ndan ay\u0131n en \u00f6nemli g\u00fcn\u00fcn\u00fcn takip edece\u011fi belirtildi. Aral\u0131k T\u00dcFE \u00f6ncesinde a\u00e7\u0131klanan \u0130TO enflasyonunun ayl\u0131k y\u00fczde 1,23 gelmesiyle beraber beklentilerin y\u00fczde 0,98\u2019de olu\u015ftu\u011fu g\u00f6r\u00fcl\u00fcrken \u015fu bilgiler verildi:<\/p>\n
“Beklentilerin alt\u0131nda gelecek T\u00dcFE, beklentilere paralel faiz indirimi, sa\u011fl\u0131kl\u0131 merkez bankas\u0131 ileti\u015fimi ve ertesi g\u00fcn olas\u0131 kredi notu g\u00fcncelleme potansiyeliyle beraber y\u0131l\u0131n ilk ay\u0131nda hikaye olu\u015fumu ihtimalini y\u00fcksek g\u00f6rmekteyiz. \u0130\u00e7 tarafta maj\u00f6r haber ak\u0131\u015f\u0131n\u0131n olmad\u0131\u011f\u0131 ko\u015fullar alt\u0131nda beklentilere paralel-alt\u0131nda ger\u00e7ekle\u015fecek enflasyon verisiyle beraber 11.500 direncinin k\u0131r\u0131lmas\u0131n\u0131 beklemekteyiz. \u00d6zetle yeni g\u00fcnde k\u0131sa vadeli y\u00f6n\u00fc belirleyecek enflasyon verisini izleyece\u011fiz.<\/p>\n
ABD piyasalar\u0131nda hafta sonu Venezuela\u2019da Maduro\u2019ya y\u00f6nelik operasyonun ard\u0131ndan risk i\u015ftah\u0131nda kar\u0131\u015f\u0131k seyrin hakim oldu\u011funu g\u00f6rmekteyiz. Maduro\u2019nun bug\u00fcn Fedaral Mahkemeye \u00e7\u0131kar\u0131lmas\u0131 beklenirken, jeopolitik riskin artmas\u0131 ABD\u2019nin Gr\u00f6nland, Kolombiya veya \u0130ran\u2019a kar\u015f\u0131 olas\u0131 operasyon plan\u0131n\u0131n risk i\u015ftah\u0131n\u0131 daralt\u0131c\u0131 etki olu\u015fturaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. G\u00fcncel geli\u015fmeler d\u0131\u015f\u0131nda ABD piyasalar\u0131nda haftan\u0131n en \u00f6nemli makro verisinin ise Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi olaca\u011f\u0131n\u0131 g\u00f6rmekteyiz. \u00d6zetle makro veri ve jeopolitik geli\u015fme a\u00e7\u0131s\u0131ndan yo\u011fun haftan\u0131n etkisiyle risk i\u015ftah\u0131nda kar\u0131\u015f\u0131k bir seyrin hakim olabilece\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Asya-Pasifik\u2019te jeopolitik geli\u015fmeler ve makroekonomik veriler fiyatlamalar \u00fczerinde etkili olmaya devam ediyor. \u00c7in, ABD\u2019nin Venezuela\u2019ya y\u00f6nelik sald\u0131r\u0131s\u0131n\u0131 sert bir dille k\u0131narken, Washington\u2019a Venezuela Devlet Ba\u015fkan\u0131 Maduro ve e\u015finin derhal serbest b\u0131rak\u0131lmas\u0131 \u00e7a\u011fr\u0131s\u0131nda bulundu. Bu a\u00e7\u0131klamalar, k\u00fcresel jeopolitik risk alg\u0131s\u0131n\u0131 art\u0131ran unsurlar aras\u0131nda yer ald\u0131. Makroekonomik cephede Japonya\u2019da Aral\u0131k ay\u0131na ili\u015fkin S&P Global nihai bile\u015fik PMI verisi 50,0 seviyesine y\u00fckselerek (\u00f6nceki: 49,7) imalat sekt\u00f6r\u00fcnde faaliyetlerin yeniden denge noktas\u0131na ula\u015ft\u0131\u011f\u0131na i\u015faret etti. Buna kar\u015f\u0131l\u0131k \u00c7in\u2019de Aral\u0131k ay\u0131 RatingDog hizmet PMI 52,0 seviyesinde ger\u00e7ekle\u015firken (\u00f6nceki: 52,1), hizmet sekt\u00f6r\u00fcndeki b\u00fcy\u00fcmenin son alt\u0131 ay\u0131n en d\u00fc\u015f\u00fck h\u0131z\u0131na geriledi\u011fi g\u00f6r\u00fcld\u00fc. Tahvil piyasalar\u0131nda ise Japonya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131\u015f bask\u0131s\u0131 dikkat \u00e7ekti. Japonya\u2019n\u0131n 5 y\u0131ll\u0131k devlet tahvili getirisi 5,5 baz puan art\u0131\u015fla y\u00fczde 1,6 seviyesine y\u00fckselerek Haziran 2007\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc. Getirilerdeki bu y\u00fckseli\u015f, para politikas\u0131nda normalle\u015fmeye y\u00f6nelik beklentileri g\u00fc\u00e7lendirirken, b\u00f6lge genelinde riskli varl\u0131klar \u00fczerinde bask\u0131 unsuru olu\u015fturdu.<\/p>\n
Avrupa g\u00fcndeminde jeopolitik tansiyon ile i\u00e7 g\u00fcvenlik geli\u015fmeleri birlikte \u00f6ne \u00e7\u0131k\u0131yor. Almanya Ba\u015fbakan\u0131 Christian Lindner (Merz), ABD\u2019nin Venezuela\u2019ya y\u00f6nelik m\u00fcdahalesinin hukuki a\u00e7\u0131dan karma\u015f\u0131k bir zeminde de\u011ferlendirilmesi gerekti\u011fini vurgulayarak diplomasi ve uluslararas\u0131 hukuka dikkat \u00e7ekti. Ukrayna Cumhurba\u015fkan\u0131 Volodimir Zelenski, Ocak ay\u0131 sonuna kadar ABD\u2019de bir liderler zirvesi d\u00fczenlemeyi planlad\u0131klar\u0131n\u0131 a\u00e7\u0131klarken, Danimarka Ba\u015fbakan\u0131 Mette Frederiksen ABD\u2019ye \u201ctehditleri durdurun\u201d \u00e7a\u011fr\u0131s\u0131nda bulundu. Gr\u00f6nland Ba\u015fbakan\u0131 Nicolai Nielsen ise kamuoyuna \u201ckorku ve endi\u015feye gerek yok\u201d mesaj\u0131 vererek tansiyonu d\u00fc\u015f\u00fcrmeye \u00e7al\u0131\u015ft\u0131. \u00d6te yandan i\u00e7 g\u00fcvenlik cephesinde Almanya\u2019da dikkat \u00e7ekici bir geli\u015fme ya\u015fand\u0131. Berlin\u2019in g\u00fcneybat\u0131s\u0131nda enerji altyap\u0131s\u0131na y\u00f6nelik ger\u00e7ekle\u015ftirilen sabotaj sonucu yakla\u015f\u0131k 45 bin hane ve 2 bin 200 i\u015fyeri elektriksiz kald\u0131. A\u015f\u0131r\u0131 solcu \u201cVulkangruppe\u201d adl\u0131 grubun \u00fcstlendi\u011fi sald\u0131r\u0131da y\u00fcksek gerilim kablolar\u0131n\u0131n hedef al\u0131nmas\u0131, \u015fehir genelinde ciddi aksamalara yol a\u00e7t\u0131. Kesinti nedeniyle okullar ve kre\u015fler ge\u00e7ici olarak tatil edilirken, ula\u015f\u0131m ve g\u00fcnl\u00fck ya\u015fam olumsuz etkilendi; Alman ordusu destek amac\u0131yla sahaya indi. Olay, Avrupa genelinde kritik altyap\u0131 g\u00fcvenli\u011fi ve i\u00e7 tehditlere y\u00f6nelik endi\u015feleri yeniden g\u00fcndeme ta\u015f\u0131d\u0131.<\/p>\n
Emtialar \u00fczerinde jeopolitik riskin artmas\u0131 ve dolara olan g\u00fcvenin azalmas\u0131yla beraber Alt\u0131n\u2019da yeniden yukar\u0131 y\u00f6nl\u00fc hareket izlerken, Brent petrole bakt\u0131\u011f\u0131m\u0131zda Venezuela\u2019n\u0131n k\u00fcresel \u00fcretimin y\u00fczde 1\u2019inden az\u0131n\u0131 temsil etmesi sonucu hareketlerin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta Aral\u0131k ay\u0131 enflasyonunu takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta ABD\u2019den gelecek \u0130n\u015faat Harcamalar\u0131 ve PMI verilerini takip edece\u011fiz. Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan, Cumhurba\u015fkanl\u0131\u011f\u0131 K\u00fclliyesi'nde Kabine Toplant\u0131s\u0131'na ba\u015fkanl\u0131k yapacak. Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz, Cumhurba\u015fkanl\u0131\u011f\u0131 K\u00fclliyesi'nde Ekonomi Koordinasyon Kurulu toplant\u0131s\u0131na ba\u015fkanl\u0131k edecek. ABD'nin Venezuela'ya askeri m\u00fcdahalesi ve Devlet Ba\u015fkan\u0131 Nicolas Maduro'yu al\u0131koymas\u0131na ili\u015fkin geli\u015fmeler takip ediliyor.”<\/p>\n
<\/strong> \u0130stanbul, 5 Ocak (Hibya) – Marba\u015f Menkul De\u011ferler, jeopolitik riskin artmas\u0131 ve dolara olan g\u00fcvenin azalmas\u0131yla beraber Alt\u0131n\u2019da yeniden yukar\u0131 y\u00f6nl\u00fc hareketlerin izlenirken, Brent petrole bakt\u0131\u011f\u0131m\u0131zda Venezuela\u2019n\u0131n k\u00fcresel \u00fcretimin y\u00fczde 1\u2019inden az\u0131n\u0131 temsil etmesi sonucu hareketlerin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":29122,"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-29121","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\/29121","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=29121"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/29121\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/29122"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=29121"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=29121"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=29121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"