Halk Yat\u0131r\u0131m'\u0131n raporunda \u015fu ifadeler yer ald\u0131:<\/p>\n
''Asya piyasalar\u0131nda al\u0131mlar\u0131n a\u011f\u0131rl\u0131k kazand\u0131\u011f\u0131 bir seyir izleniyor. Wall Street\u2019te Dow Jones endeksinin enerji ve finans hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde tarihi zirvesine y\u00fckselmesi, Asya piyasalar\u0131nda da al\u0131mlar\u0131 desteklerken, Venezuela kaynakl\u0131 jeopolitik geli\u015fmelerin fiyatlamalar \u00fczerindeki etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 izleniyor.<\/p>\n
Japonya taraf\u0131nda teknoloji ve yar\u0131 iletken hisselerine gelen g\u00fc\u00e7l\u00fc al\u0131mlar \u00f6ne \u00e7\u0131karken, TOPIX endeksi yeni tarihi zirvesine y\u00fckseldi. Nikkei 225 endeksi ise rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcr\u00fcyor. B\u00f6lge genelinde yapay zeka, veri merkezi yat\u0131r\u0131mlar\u0131 ve \u00e7ip arz\u0131na ili\u015fkin beklentiler teknoloji hisselerinde momentumun korunmas\u0131n\u0131 sa\u011fl\u0131yor.<\/p>\n
\u00c7in ve Hong Kong borsalar\u0131nda da al\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm dikkat \u00e7ekerken, \u00f6zellikle Hong Kong\u2019da teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckseli\u015fler h\u0131z kazand\u0131. MSCI Asya Pasifik endeksi tarihi zirvelerini test etmeyi s\u00fcrd\u00fcr\u00fcyor. Ayr\u0131ca, MSCI b\u00f6lgesel hisse senedi endeksinin fiyat\/kazan\u00e7 oran\u0131 15 iken, S&P 500 Endeksi'nin 22 ve Nasdaq 100 Endeksi'nin 25 puan olmas\u0131, yat\u0131r\u0131mc\u0131lar i\u00e7in Asya piyasalar\u0131n\u0131 \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n
G\u00fcney Kore\u2019de ise KOSPI endeksi, Samsung Electronics\u2019in bu hafta a\u00e7\u0131klayaca\u011f\u0131 finansallar \u00f6ncesinde kar realizasyonlar\u0131yla s\u0131n\u0131rl\u0131 geri \u00e7ekilme g\u00f6steriyor.<\/p>\n
ABD vadeliler cephesinde de a\u011f\u0131rl\u0131kl\u0131 pozitif seyir g\u00f6r\u00fcl\u00fcyor. Bug\u00fcn ABD taraf\u0131nda, Fed \u00dcyesi Barkin\u2019in konu\u015fmas\u0131 ve S&P Global Hizmet PMI verisi takip edilecek. Aral\u0131k ay\u0131 final verisinin, Kas\u0131m ay\u0131 verisine g\u00f6re de\u011fi\u015fmeyerek 52,9 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor.<\/p>\n
Euro B\u00f6lgesi\u2019nde ise Hizmet PMI verisinin yan\u0131 s\u0131ra, AMB \u00dcyeleri Villeroy ve Cipollone\u2019nin konu\u015fmalar\u0131 g\u00fcndemimizde olacak. Hizmet PMI Aral\u0131k ay\u0131 final verisine ili\u015fkin piyasa beklentisi, \u00f6nceki aya paralel olarak 52,6 seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor.<\/p>\n
Gelecek g\u00fcndemde neler var?<\/strong><\/p>\n Yar\u0131n ABD taraf\u0131nda, Aral\u0131k ay\u0131 ADP istihdam de\u011fi\u015fimi verisi, hizmet PMI ve ISM hizmet veri setinin yan\u0131 s\u0131ra JOLTS i\u015f olanaklar\u0131, fabrika sipari\u015fleri ve dayan\u0131kl\u0131 mal sipari\u015fleri verilerini takip ediyor olaca\u011f\u0131z. ADP verisi i\u00e7in piyasa beklentisi, verinin \u00f6nceki aya g\u00f6re 82k art\u0131\u015fla 50k seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor.<\/p>\n Piyasa beklentisi, ISM hizmetler endeksi verisinin \u00f6nceki aya g\u00f6re 0,4 puan azal\u0131\u015fla 52,2 seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde bulunuyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere; \u00f6denmi\u015f fiyatlar, yeni sipari\u015fler ve istihdam kalemlerine ili\u015fkin veriler Kas\u0131m ay\u0131nda, s\u0131ras\u0131yla 65,4, 52,9 ve 48,9 seviyelerinde ger\u00e7ekle\u015fti.<\/p>\n JOLTS a\u00e7\u0131k i\u015f olanaklar\u0131 verisine y\u00f6nelik Kas\u0131m ay\u0131 beklentisi 7726k seviyesinde ger\u00e7ekle\u015fmesi y\u00f6n\u00fcndeyken, hat\u0131rlanaca\u011f\u0131 \u00fczere veri Ekim\u2019de 7670k olarak ger\u00e7ekle\u015fmi\u015fti.<\/p>\n Ekim ay\u0131na ili\u015fkin fabrika sipari\u015fleri verisinin, \u00f6nceki veriye g\u00f6re d\u00fc\u015f\u00fc\u015f g\u00f6stererek y\u00fczde -0,1 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Ekim ay\u0131na y\u00f6nelik olarak takibini ger\u00e7ekle\u015ftirece\u011fimiz dayan\u0131kl\u0131 mal sipari\u015fleri verisi, hat\u0131rlanaca\u011f\u0131 \u00fczere Eyl\u00fcl ay\u0131nda y\u00fczde -2,2 seviyesinde kayda ge\u00e7mi\u015fti.<\/p>\n K\u00fcresel piyasalardaki olumlu seyrin deste\u011finde endeksin g\u00fcne pozitif ba\u015flang\u0131\u00e7 yapabilece\u011fini \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n G\u00fcn i\u00e7erisinde takip edilecek \u00f6nemli makro veri ak\u0131\u015f\u0131 bulunmuyor. \u00d6te yandan, D\u0131\u015fi\u015fleri Bakan\u0131m\u0131z Say\u0131n Hakan Fidan, Paris\u2019te d\u00fczenlenecek G\u00f6n\u00fcll\u00fcler Koalisyonu Liderler Zirvesi\u2019ne Say\u0131n Cumhurba\u015fkan\u0131m\u0131z Erdo\u011fan\u2019\u0131 temsilen kat\u0131lacak. Zirvede, Ukrayna\u2019da bar\u0131\u015f s\u00fcreci, g\u00fcvenlik garantileri ve taraflar aras\u0131nda do\u011frudan g\u00f6r\u00fc\u015fmelerin \u00f6nemi ele al\u0131nacak. Say\u0131n Fidan\u2019\u0131n, T\u00fcrkiye\u2019nin diplomatik ad\u0131mlarla bar\u0131\u015f\u00e7\u0131l \u00e7\u00f6z\u00fcmleri destekledi\u011fini ve gelecekte m\u00fczakerelere ev sahipli\u011fi yapmaya haz\u0131r oldu\u011funu vurgulamas\u0131 bekleniyor.<\/p>\n Gelecek g\u00fcndemde neler var?<\/strong><\/p>\n Yurt i\u00e7inde haftan\u0131n geri kalan\u0131nda veri ak\u0131\u015f\u0131 sakin seyredecek. Cuma g\u00fcn\u00fc sanayi \u00fcretimi verisini takip edece\u011fiz.<\/p>\n K\u00fcresel piyasalarda, veri g\u00fcndeminin zay\u0131f oldu\u011fu g\u00fcnde tahvil piyasalar\u0131 s\u0131n\u0131rl\u0131 al\u0131c\u0131l\u0131 seyir izledi. G\u00fcn i\u00e7inde, ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 2 bp azal\u0131\u015fla y\u00fczde 4,17, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 2 bp azal\u0131\u015fla y\u00fczde 2,88 seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k Dolar cinsi CDS risk primi 2 bp art\u0131\u015fla 207 bp seviyesinden i\u015flem g\u00f6r\u00fcrken, Eyl\u00fcl 2035 vadeli 10 y\u0131ll\u0131k Eurobond 6,52 seviyesinden fiyatland\u0131.<\/p>\n D\u00f6viz taraf\u0131nda, maj\u00f6r para birimleri ABD Dolar\u2019\u0131 kar\u015f\u0131s\u0131nda de\u011fer kaybetti. Dolar Endeksi 98,733 seviyesine y\u00fckselirken, Euro \/ Dolar paritesi 1,1679 seviyesine geriledi. Dolar \/ TL spot kuru ise 43,03 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n Yurt i\u00e7i piyasalarda, T\u00dc\u0130K\u2019in a\u00e7\u0131klad\u0131\u011f\u0131 Aral\u0131k ay\u0131 T\u00dcFE verisi ayl\u0131k bazda y\u00fczde 0,89, y\u0131ll\u0131k bazda ise y\u00fczde 30,89 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fti. TL tahvil piyasalar\u0131 sat\u0131c\u0131l\u0131 seyir izledi. 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 8 bp art\u0131\u015fla y\u00fczde 36,64, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin faizi 26 bp art\u0131\u015fla y\u00fczde 29 seviyesine y\u00fckseldi. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 27,7 milyar TL\u2019ye geriledi.<\/p>\n Hazine, d\u00fcn Ocak 2027 vadeli Kuponsuz tahvilin ilk ihrac\u0131ndan y\u00fczde 36,64 ortalama y\u0131ll\u0131k bile\u015fik faizle 46 milyar 319 milyon TL, Ocak 2030 vadeli De\u011fi\u015fken Faizli tahvilin ilk ihrac\u0131ndan y\u00fczde 42,77 ortalama y\u0131ll\u0131k bile\u015fik faizle 31 milyar 506 milyon TL bor\u00e7land\u0131. Bug\u00fcn ise Ocak 2028 vadeli Kira sertifikas\u0131n\u0131n do\u011frudan sat\u0131\u015f\u0131 ve Ekim 2030 vadeli Sabit Kuponlu tahvilin yeniden ihrac\u0131n\u0131 d\u00fczenleyecek.<\/p>\n TCMB taraf\u0131ndan yay\u0131mlanan haftal\u0131k menkul k\u0131ymet verilerine g\u00f6re \u00d6SBA stoku 26 Aral\u0131k ile biten haftada bir \u00f6nceki haftaya g\u00f6re 6,06 milyar TL art\u0131\u015fla 669,7 milyar TL\u2019ye y\u00fckseldi. \u0130lgili haftada \u00d6SBA stokunu en \u00e7ok art\u0131ran grup 6,1 milyar TL ile yat\u0131r\u0131m fonlar\u0131 olurken, en \u00e7ok azaltan grup 1,7 milyar TL ile bankalar oldu.''<\/p>\n <\/strong> \u0130stanbul, 6 Ocak (Hibya)-Halk Yat\u0131r\u0131m, Asya piyasalar\u0131nda al\u0131mlar\u0131n a\u011f\u0131rl\u0131k kazand\u0131\u011f\u0131 bir seyir izlendi\u011fini aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":29589,"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-29588","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\/29588","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=29588"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/29588\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/29589"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=29588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=29588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=29588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"