Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda Venezuela\u2019da Devlet Ba\u015fkan\u0131 Nicolas Maduro\u2019nun g\u00f6revden al\u0131nmas\u0131n\u0131n ard\u0131ndan artan jeopolitik risklere ra\u011fmen, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131n genel olarak g\u00fc\u00e7l\u00fc seyrini korudu\u011fu belirtildi.<\/p>\n
G\u00fcvenli liman talebinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ortamda alt\u0131n ve dolar y\u00fckselirken, alt\u0131n fiyatlar\u0131n\u0131n ons ba\u015f\u0131na 4.430 dolar\u0131n \u00fczerine \u00e7\u0131karak son y\u0131llar\u0131n en g\u00fc\u00e7l\u00fc trendini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ve g\u00fcm\u00fc\u015fte de sert al\u0131mlar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131lan raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cBuna kar\u015f\u0131n hisse senedi piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131 s\u0131n\u0131rl\u0131 kald\u0131 ve teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde k\u00fcresel endekslerde y\u00fckseli\u015f e\u011filimi devam etti. \u00d6zellikle yapay zeka ve yar\u0131 iletken temas\u0131, jeopolitik belirsizlikleri g\u00f6lgede b\u0131rakarak yat\u0131r\u0131mc\u0131lar\u0131n ana odak noktas\u0131 olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Nasdaq 100 vadeli i\u015flemleri y\u00fckselirken, ABD\u2019de \u00e7ip \u00fcreticileri ve b\u00fcy\u00fck teknoloji \u015firketleri al\u0131mlar\u0131n merkezinde yer ald\u0131.<\/p>\n
Avrupa piyasalar\u0131nda da pozitif hava dikkat \u00e7ekti. STOXX 50 ve STOXX 600 endeksleri yeni y\u0131l\u0131n ilk tam haftas\u0131nda rekor seviyelere yak\u0131n seyrederken savunma ve teknoloji hisseleri g\u00fc\u00e7l\u00fc performans g\u00f6sterdi. Avrupa\u2019da savunma harcamalar\u0131na y\u00f6nelik beklentiler, artan g\u00fcvenlik endi\u015feleriyle birlikte Rheinmetall, BAE Systems ve Thales gibi hisselerde sert y\u00fckseli\u015fleri beraberinde getirdi. Yar\u0131 iletken taraf\u0131nda k\u00fcresel rallinin etkisiyle ASML ba\u015fta olmak \u00fczere teknoloji hisseleri destek bulurken, baz\u0131 defansif ve sa\u011fl\u0131k hisselerinde ise s\u0131n\u0131rl\u0131 kar sat\u0131\u015flar\u0131 g\u00f6r\u00fcld\u00fc. Asya cephesinde de teknoloji a\u011f\u0131rl\u0131kl\u0131 endeksler tarihi zirvelere ula\u015farak k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n
Emtia piyasalar\u0131nda petrol fiyatlar\u0131 ise g\u00f6rece sakin kald\u0131; Brent petrol 60 dolar civar\u0131nda dalgalan\u0131rken, piyasalar Venezuela\u2019n\u0131n k\u00fcresel arz i\u00e7indeki pay\u0131n\u0131n s\u0131n\u0131rl\u0131 olmas\u0131 nedeniyle k\u0131sa vadede ciddi bir arz \u015foku beklemedi\u011fini yans\u0131tt\u0131. ABD y\u00f6netiminin Venezuela\u2019n\u0131n enerji sekt\u00f6r\u00fcne ili\u015fkin a\u00e7\u0131klamalar\u0131 ve olas\u0131 yeniden yap\u0131land\u0131rma ad\u0131mlar\u0131 enerji hisselerinde se\u00e7ici al\u0131mlar\u0131 beraberinde getirdi. Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k getirileri hafif gerilerken, yat\u0131r\u0131mc\u0131lar jeopolitik geli\u015fmelerin enflasyon ve b\u00fct\u00e7e dengeleri \u00fczerindeki olas\u0131 etkilerini tart\u0131\u015f\u0131yor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki g\u00fcnlerde piyasa g\u00fcndeminde makroekonomik veri ak\u0131\u015f\u0131 belirleyici olacak; \u00f6zellikle ABD\u2019de a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam, JOLTS ve ISM verileri b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc ve Fed\u2019in 2026 faiz patikas\u0131na dair beklentiler a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenecek. Fed yetkililerinden gelen temkinli faiz indirimi mesajlar\u0131, piyasalarda gev\u015feme beklentilerini canl\u0131 tutarken, y\u00fcksek de\u011ferlemeler ve jeopolitik belirsizlikler k\u0131r\u0131lganl\u0131k riskini g\u00fcndemde tutmaya devam ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 5 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, emtia piyasalar\u0131nda petrol fiyatlar\u0131n\u0131n g\u00f6rece sakin kald\u0131\u011f\u0131n\u0131, brent petrol 60 dolar civar\u0131nda dalgalan\u0131rken, piyasalar\u0131n Venezuela\u2019n\u0131n k\u00fcresel arz i\u00e7indeki pay\u0131n\u0131n s\u0131n\u0131rl\u0131 olmas\u0131 nedeniyle k\u0131sa vadede ciddi bir arz \u015foku beklemedi\u011fini yans\u0131tt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":29324,"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-29323","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\/29323","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=29323"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/29323\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/29324"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=29323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=29323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=29323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"