Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda \u201cK\u00fcresel piyasalarda risk i\u015ftah\u0131 yeni haftaya g\u00fc\u00e7l\u00fc ba\u015flarken, yapay zeka ve teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki ralli jeopolitik tansiyonun artmas\u0131na ra\u011fmen h\u0131z kesmedi.\u201d denildi.<\/p>\n
Raporda \u015fu de\u011ferlendirmelere yer verildi: \u201cAsya borsalar\u0131 rekor seviyelere y\u00fckselirken Samsung ve TSMC gibi yar\u0131 iletken devleri \u00f6ne \u00e7\u0131kt\u0131, geli\u015fen piyasalar endeksi de tarihi zirveye yakla\u015farak k\u00fcresel hisse senetlerindeki pozitif havay\u0131 destekledi; vadeli i\u015flemler ABD ve Avrupa\u2019da da y\u00fckseli\u015fin s\u00fcrebilece\u011fine i\u015faret etti. ABD\u2019nin Venezuela\u2019ya y\u00f6nelik askeri hamlesi sonras\u0131 g\u00fcvenli liman talebiyle alt\u0131n ve g\u00fcm\u00fc\u015fte sert y\u00fckseli\u015fler g\u00f6r\u00fcl\u00fcrken, petrol fiyatlar\u0131 arz endi\u015feleri ile dalgal\u0131 seyretti, dolar ise artan jeopolitik riskler e\u015fli\u011finde g\u00fc\u00e7 kazand\u0131.<\/p>\n
Hisse piyasalar\u0131ndaki iyimserlik, Asya\u2019n\u0131n 2012\u2019den bu yana en g\u00fc\u00e7l\u00fc y\u0131l ba\u015flang\u0131c\u0131n\u0131 yapmas\u0131n\u0131n ard\u0131ndan teknoloji yat\u0131r\u0131mlar\u0131n\u0131n \u015firket k\u00e2rl\u0131l\u0131klar\u0131n\u0131 destekleyece\u011fi beklentisine dayan\u0131yor ve yat\u0131r\u0131mc\u0131lar \u015fu a\u015famada jeopolitik risklerin ralliyi kal\u0131c\u0131 bi\u00e7imde bozaca\u011f\u0131 endi\u015fesini geri planda tutuyor.<\/p>\n
Piyasa kat\u0131l\u0131mc\u0131lar\u0131, Venezuela geli\u015fmelerinin k\u00fcresel risk varl\u0131klar\u0131na s\u0131n\u0131rl\u0131 yans\u0131d\u0131\u011f\u0131n\u0131 ve bu t\u00fcr \u015foklar\u0131n genellikle k\u0131sa s\u00fcrede sindirildi\u011fini belirtirken, ABD y\u00f6netiminin Venezuela\u2019n\u0131n enerji altyap\u0131s\u0131na y\u00f6nelik mesajlar\u0131 petrol taraf\u0131ndaki belirsizli\u011fi canl\u0131 tutuyor. Tahvil cephesinde ise 10 y\u0131ll\u0131k ABD getirileri hafif gerilerken, savunma harcamalar\u0131 ve enflasyon beklentilerinin uzun vadede getiri e\u011frisini etkileyebilece\u011fi tart\u0131\u015f\u0131l\u0131yor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki g\u00fcnlerde piyasalar\u0131n y\u00f6n\u00fcn\u00fc, yapay zeka temas\u0131 etraf\u0131ndaki g\u00fc\u00e7l\u00fc fiyatlamalar\u0131n s\u00fcr\u00fcp s\u00fcrmeyece\u011fi kadar, ABD\u2019den gelecek istihdam verileri ve Fed yetkililerinin 2026\u2019ya ili\u015fkin faiz indirimlerine dair mesajlar\u0131 belirleyecek. ISM anketleri, JOLTS verileri ve t\u00fcketici g\u00fcveni gibi g\u00f6stergeler ekonomik g\u00f6r\u00fcn\u00fcm hakk\u0131nda yeni sinyaller sunarken, yat\u0131r\u0131mc\u0131lar y\u00fcksek de\u011ferlemelerle jeopolitik riskler aras\u0131ndaki dengeyi dikkatle izlemeye devam ediyor.<\/p>\n
Avrupa hisse senedi piyasalar\u0131n\u0131n haftaya pozitif bir ba\u015flang\u0131\u00e7 yapmas\u0131 beklenirken, yat\u0131r\u0131mc\u0131lar hafta sonunda ABD\u2019nin Venezuela\u2019daki askeri m\u00fcdahalesini ve Devlet Ba\u015fkan\u0131 Nicolas Maduro\u2019nun yakalanmas\u0131n\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlam\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Ba\u015fkan Trump\u2019\u0131n Venezuela\u2019da siyasi ge\u00e7i\u015f sa\u011flanana kadar ABD\u2019nin s\u00fcreci y\u00f6netece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 ve D\u0131\u015fi\u015fleri Bakan\u0131 Rubio\u2019nun do\u011frudan y\u00f6netim olmadan da Washington\u2019un g\u00fc\u00e7l\u00fc bir kald\u0131ra\u00e7 sahibi oldu\u011funu vurgulamas\u0131, jeopolitik risk alg\u0131s\u0131n\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131na neden oldu. Asya\u2019dan Avrupa\u2019ya ta\u015f\u0131nan risk i\u015ftah\u0131 \u00f6zellikle teknoloji hisselerini desteklerken, yar\u0131 iletkenler ve yapay zeka temas\u0131 k\u00fcresel borsalarda y\u00fckseli\u015fin ana s\u00fcr\u00fckleyicisi olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
G\u00fcn i\u00e7inde Avrupa\u2019da \u00f6ne \u00e7\u0131kan makro veri ya da bilan\u00e7o ak\u0131\u015f\u0131 bulunmazken, vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endekslerinin s\u0131ras\u0131yla yakla\u015f\u0131k y\u00fczde 0,6 ve y\u00fczde 0,5 y\u00fckseli\u015fle a\u00e7\u0131l\u0131\u015fa i\u015faret etmesi olumlu seyrin korunabilece\u011fine i\u015faret ediyor.<\/p>\n
Kurda ge\u00e7en hafta d\u00fc\u015f\u00fck volatilitede kademeli y\u00fckseli\u015f e\u011filimleri devam etti. A\u00e7\u0131klanan verilerin ve haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kald\u0131. Yurt i\u00e7inde \u0130SO T\u00fcrkiye \u0130malat PMI verisi aral\u0131k ay\u0131nda 48,00 seviyesinden 48,9 seviyesine y\u00fckseli\u015f kaydetti. Veri y\u00fckseli\u015f kaydetse de 50 e\u015fik de\u011fer alt\u0131nda kalmaya devam etmekte.<\/p>\n
ABD taraf\u0131nda imalat PMI aral\u0131k ay\u0131nda 51,8 ile beklentileri kar\u015f\u0131larken, 50 e\u015fik de\u011fer \u00fczerinde ekonomik b\u00fcy\u00fcmeye i\u015faret etti. Bug\u00fcn yurt i\u00e7inde enflasyon verileri yak\u0131ndan takip edilecek olup, beklentimiz enflasyonun aral\u0131kta ayl\u0131k y\u00fczde 1 ve y\u0131ll\u0131k y\u00fczde 31 oran\u0131nda art\u0131\u015f kaydetmesi y\u00f6n\u00fcnde. ABD\u2019de ise ISM \u0130malat PMI verisi takip edilecek. Ayr\u0131ca son d\u00f6nemde artan jeopolitik riskler piyasalarda yak\u0131ndan izleniyor. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,04 civar\u0131nda yatay seyrediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 5 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, son d\u00f6nemde artan jeopolitik risklerin piyasalarda yak\u0131ndan izlendi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":29220,"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-29219","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\/29219","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=29219"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/29219\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/29220"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=29219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=29219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=29219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"