Gedik Yat\u0131r\u0131m'\u0131n raporuna g\u00f6re\u00a0ABD endeks vadeli kontratlar\u0131 ve Asya borsalar\u0131, ABD Ba\u015fkan\u0131 Donald Trump ile \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping\u2019in ticaret gerilimini azaltmay\u0131 hedefleyen zirvesi ard\u0131ndan karars\u0131z bir seyir izledi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n Aral\u0131k ay\u0131nda faiz indiriminin garanti olmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131 k\u0131sa vadede risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlasa da, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 Trump\u2013Xi g\u00f6r\u00fc\u015fmesine \u00e7evrilmi\u015f durumda. G\u00f6r\u00fc\u015fmeden, baz\u0131 g\u00fcmr\u00fck vergilerinin geri \u00e7ekilmesi ve ihracat k\u0131s\u0131tlamalar\u0131n\u0131n azalt\u0131lmas\u0131 gibi ad\u0131mlarla ticaret gerilimlerinin hafiflemesi bekleniyor. Ayr\u0131ca \u00c7in\u2019in ABD\u2019den mevsimin ilk soya fasulyesi ithalat\u0131n\u0131 yapmas\u0131, ili\u015fkilerde yumu\u015fama sinyali olarak de\u011ferlendiriliyor. Fed, beklendi\u011fi gibi faiz oranlar\u0131n\u0131 ikinci kez d\u00fc\u015f\u00fcr\u00fcrken, Powell istihdam piyasas\u0131ndaki zay\u0131flamaya dikkat \u00e7ekti. Bu geli\u015fme sonras\u0131 yat\u0131r\u0131mc\u0131lar, Japonya Merkez Bankas\u0131 (BOJ) ve Avrupa Merkez Bankas\u0131\u2019ndan (ECB) gelecek yeni politika sinyallerini izliyor. Hazine tahvili faizleri hafif gerilerken, alt\u0131n fiyat\u0131 d\u00f6rt g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yatay seyretti.<\/p>\n
\u00d6te yandan teknoloji hisseleri yeniden piyasa g\u00fcndeminin merkezine yerle\u015fti. Alphabet, Meta ve Microsoft\u2019un son \u00e7eyrekte toplam 78 milyar dolarl\u0131k sermaye harcamas\u0131 yapmas\u0131 \u2014 y\u0131ll\u0131k bazda y\u00fczde 89 art\u0131\u015f anlam\u0131na geliyor \u2014 yapay zek\u00e2 temas\u0131 etraf\u0131nda olu\u015fan yat\u0131r\u0131m i\u015ftah\u0131n\u0131 g\u00fc\u00e7lendirdi. Nvidia\u2019n\u0131n 5 trilyon dolarl\u0131k piyasa de\u011ferine ula\u015fmas\u0131 ve Alphabet\u2019in g\u00fc\u00e7l\u00fc bilan\u00e7osu, Asya\u2019daki teknoloji hisselerine de al\u0131m getirdi. Bununla birlikte, OpenAI\u2019nin gelecek y\u0131l 1 trilyon dolar piyasa de\u011ferine ula\u015fabilecek bir halka arz haz\u0131rl\u0131\u011f\u0131nda oldu\u011fu bildirildi.<\/p>\n
Genel olarak piyasalar, Fed\u2019in temkinli mesajlar\u0131n\u0131 arka planda b\u0131rak\u0131p ticaret anla\u015fmas\u0131 ihtimali ve yapay zeka destekli b\u00fcy\u00fcme hikayesine odaklan\u0131rken, analistler bu iki fakt\u00f6r\u00fcn k\u00fcresel hisse senetleri i\u00e7in yeni bir y\u00fckseli\u015f dalgas\u0131 yaratabilece\u011fini de\u011ferlendiriyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa hisse senedi piyasalar\u0131 Per\u015fembe g\u00fcn\u00fc yatay bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 k\u00fcresel ticaret temas\u0131nda ya\u015fanan yeni geli\u015fmelere ve merkez bankalar\u0131n\u0131n politika ad\u0131mlar\u0131na \u00e7evrilmi\u015f durumda. ABD Ba\u015fkan\u0131 Donald Trump, \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping ile ger\u00e7ekle\u015ftirdi\u011fi g\u00f6r\u00fc\u015fme sonras\u0131nda iki \u00fclke aras\u0131nda \u00f6nemli bir ticaret uzla\u015f\u0131s\u0131na var\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Anla\u015fma kapsam\u0131nda ABD, \u00c7in\u2019den ithal edilen fentanil \u00fczerindeki tarifeleri yar\u0131ya indirirken; Pekin, nadir element ihracat k\u0131s\u0131tlamalar\u0131n\u0131 bir y\u0131l s\u00fcreyle ask\u0131ya almay\u0131, ABD\u2019den soya fasulyesi ve di\u011fer tar\u0131m \u00fcr\u00fcnleri al\u0131mlar\u0131na yeniden ba\u015flamay\u0131 ve fentanil ticaretine y\u00f6nelik denetimleri s\u0131k\u0131la\u015ft\u0131rmay\u0131 kabul etti. Ancak \u00c7in taraf\u0131n\u0131n bu a\u00e7\u0131klamalara hen\u00fcz resmi bir yan\u0131t vermemesi, piyasalarda temkinli bir bekleyi\u015fe yol a\u00e7t\u0131.<\/p>\n
Para politikas\u0131 cephesinde, ABD Merkez Bankas\u0131 (Fed) beklentilere paralel olarak faiz oranlar\u0131n\u0131 25 baz puan indirerek y\u00fczde 3,75\u20134,00 aral\u0131\u011f\u0131na \u00e7ekti, Avrupa taraf\u0131nda g\u00f6zler \u015fimdi Avrupa Merkez Bankas\u0131\u2019na (ECB) \u00e7evrilmi\u015f durumda; piyasa kat\u0131l\u0131mc\u0131lar\u0131 ECB\u2019nin de mevcut s\u0131k\u0131 duru\u015funu korumas\u0131n\u0131 bekliyor.<\/p>\n
Makroekonomik g\u00fcndemde ise Euro B\u00f6lgesi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcme verileri ile Almanya\u2019n\u0131n Ekim ay\u0131 enflasyon rakamlar\u0131 \u00f6n planda olacak. B\u00f6lgenin en b\u00fcy\u00fck ekonomisi olan Almanya\u2019da fiyat art\u0131\u015flar\u0131n\u0131n \u0131l\u0131ml\u0131 seyretmesi, ECB\u2019nin s\u0131k\u0131 para politikas\u0131n\u0131 destekleyen bir unsur olarak g\u00f6r\u00fcl\u00fcyor. \u015eirket taraf\u0131nda ise yat\u0131r\u0131mc\u0131lar Volkswagen, Puma ve \u00f6nde gelen Frans\u0131z bankalar\u0131n\u0131n bilan\u00e7o a\u00e7\u0131klamalar\u0131n\u0131 yak\u0131ndan takip edecek. T\u00fcm bu geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda, Euro Stoxx 50 ve Stoxx 600 vadeli endeksleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde yatay seyrederken, piyasalarda genel olarak temkinli bir iyimserlik hakim.<\/p>\n
D\u00fcn a\u00e7\u0131klanan Fed faiz karar\u0131n\u0131n fiyatlamalar \u00fczerindeki etkisi olmazken, dolar endeksi y\u00fckseli\u015f kaydetti. Dolar\/TL, bu sabah saat 08:00 itibariyle 41,99 civar\u0131nda bulunuyor.Bug\u00fcn yurt i\u00e7inde ekonomik g\u00fcven endeksi, ABD taraf\u0131nda ise b\u00fcy\u00fcme verisi izlenecek.”<\/p>\n
<\/strong> \u0130stanbul, 30 Ekim (Hibya)- Gedik Yat\u0131r\u0131m, alt\u0131n fiyat\u0131n\u0131n d\u00f6rt g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yatay seyretti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":2916,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-2915","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\/2915","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=2915"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/2915\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/2916"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=2915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=2915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=2915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"