Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta enflasyon verisiyle beraber g\u00fc\u00e7l\u00fc yeni y\u0131l ba\u015flang\u0131c\u0131 artarak devam ederken hareketin biraz daha genele yay\u0131ld\u0131\u011f\u0131n\u0131 izlerken, d\u00fcn ger\u00e7ekle\u015fen y\u00fckseli\u015fte Aselsan etkisinin
\ny\u00fcksek oldu\u011funu g\u00f6rmekteyiz.” ifadeleri kullan\u0131ld\u0131. Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Fiyatlamalara bakt\u0131\u011f\u0131m\u0131zda yan hisselerden Bist100 hisselerine do\u011fru kayma izlenirken, g\u00fc\u00e7l\u00fc seyrin negatif bir \u015fok ak\u0131\u015f olmad\u0131\u011f\u0131 s\u00fcrece Ocak ay\u0131 boyunca s\u00fcrmesini beklemekteyiz. Yukar\u0131 y\u00f6nl\u00fc hareketlerde seans i\u00e7erisinde olu\u015facak potansiyel k\u00e2r sat\u0131\u015flar\u0131n\u0131 ise sa\u011fl\u0131kl\u0131 olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. Yeni g\u00fcnde d\u00fcn ger\u00e7ekle\u015fen y\u00fckseli\u015f hareketinin ard\u0131ndan soluklanma aray\u0131\u015f\u0131n\u0131n olas\u0131 olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
ABD piyasalar\u0131nda NVDIA\u2019n\u0131n Vera Rubin \u00e7ipini tan\u0131tmas\u0131n\u0131n ard\u0131ndan artan risk i\u015ftah\u0131yla beraber y\u00fckseli\u015f g\u00f6steren teknoloji hisseleri ve Venezuela etkisiyle momentum art\u0131\u015f\u0131 ya\u015fayan enerji hisselerinde yeni g\u00fcnde sakin bir seyir g\u00f6sterdi\u011fini izlemekteyiz. Teknoloji temas\u0131 s\u00fcrerken, g\u00f6zler FED beklentilerini de olu\u015fturacak Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisinde olacak. \u00d6zetle haber ak\u0131\u015f\u0131 anlam\u0131nda yo\u011fun hafta ba\u015flang\u0131c\u0131n\u0131n ard\u0131ndan fiyatlamalar ve veri seti yerini sakinli\u011fe b\u0131rak\u0131rken, k\u0131sa vadeli fiyatlamalar a\u00e7\u0131s\u0131ndan g\u00f6zlerin Cuma g\u00fcn\u00fc gelecek veriye \u00e7evrildi\u011fini g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda son veriler ve geli\u015fmeler, makroekonomik g\u00f6r\u00fcn\u00fcmde s\u0131n\u0131rl\u0131 bir rahatlama ile jeopolitik risklerin fiyatlamalar \u00fczerindeki bask\u0131s\u0131n\u0131n birlikte hissedildi\u011fine i\u015faret ediyor. Avustralya\u2019da Kas\u0131m ay\u0131 \u00e7ekirdek T\u00dcFE y\u0131ll\u0131k bazda y\u00fczde 3,20 ile hem beklentilerin (y\u00fczde 3,30) hem de \u00f6nceki d\u00f6nemin (y\u00fczde 3,30) alt\u0131nda ger\u00e7ekle\u015fti. Bu g\u00f6r\u00fcn\u00fcm, enflasyonist bask\u0131lar\u0131n kademeli olarak zay\u0131flad\u0131\u011f\u0131na i\u015faret ederken, Avustralya Merkez Bankas\u0131\u2019n\u0131n (RBA) s\u0131k\u0131 duru\u015funu s\u00fcrd\u00fcrmekle birlikte ileriye d\u00f6n\u00fck politika ad\u0131mlar\u0131nda daha temkinli hareket edebilece\u011fi beklentilerini destekledi. Japonya cephesinde, Aral\u0131k ay\u0131 S&P Global nihai bile\u015fik PMI 51,1 seviyesine gerileyerek \u00f6nceki aya (51,5) k\u0131yasla ivme kayb\u0131na i\u015faret etti. Endeksin 50 e\u015fik de\u011ferinin \u00fczerinde kalmas\u0131 ekonomik faaliyette geni\u015flemenin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterse de, momentumun zay\u0131flamas\u0131 b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne dair soru i\u015faretlerini art\u0131rd\u0131. Emtia taraf\u0131nda ise, \u00c7in\u2019in gev\u015fek para politikas\u0131na ba\u011fl\u0131l\u0131\u011f\u0131n\u0131 yinelemesi, talep g\u00f6r\u00fcn\u00fcm\u00fcne y\u00f6nelik beklentileri g\u00fc\u00e7lendirerek demir cevheri fiyatlar\u0131n\u0131 zirve seviyelere ta\u015f\u0131d\u0131. Bu geli\u015fme, \u00f6zellikle \u00c7in odakl\u0131 altyap\u0131 ve in\u015faat faaliyetlerine ili\u015fkin iyimserli\u011fin yeniden fiyatland\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Jeopolitik ve ticari gerilimler de g\u00fcndemin \u00fcst s\u0131ralar\u0131nda yer ald\u0131. Japonya, \u00c7in\u2019in \u00e7ift kullan\u0131ml\u0131 (askeri ve sivil ama\u00e7l\u0131) \u00fcr\u00fcnlere y\u00f6nelik ihracat yasa\u011f\u0131n\u0131 \u201ckabul edilemez\u201d olarak nitelendirirken, bu a\u00e7\u0131klama Asya\u2019daki ticaret ili\u015fkilerine dair belirsizlikleri art\u0131rd\u0131. S\u00f6z konusu gerilim, risk i\u015ftah\u0131n\u0131 bask\u0131layan unsurlar aras\u0131nda \u00f6ne \u00e7\u0131kt\u0131. Piyasa taraf\u0131nda bu bask\u0131n\u0131n somut yans\u0131mas\u0131 g\u00f6r\u00fcl\u00fcrken, Nikkei endeksi y\u00fczde 1,2 d\u00fc\u015f\u00fc\u015fle g\u00fcn\u00fc tamamlad\u0131. Zay\u0131flayan PMI verisi ve \u00c7in ile artan ticari gerilimler, Japon hisse senetlerinde sat\u0131\u015flar\u0131n derinle\u015fmesine neden oldu.<\/p>\n
Avrupa jeopolitik ve g\u00fcvenlik ba\u015fl\u0131klar\u0131 \u00f6ne \u00e7\u0131kt\u0131. Avrupa liderleri, Danimarka\u2019ya ba\u011fl\u0131 \u00f6zerk b\u00f6lge Gr\u00f6nland\u2019\u0131n egemenli\u011fine destek vererek, b\u00f6lgenin gelece\u011fine ili\u015fkin kararlar\u0131n yaln\u0131zca Danimarka ve Gr\u00f6nland\u2019a ait oldu\u011funu vurgulad\u0131. ABD taraf\u0131n\u0131n Gr\u00f6nland\u2019a y\u00f6nelik sert s\u00f6ylemleri sonras\u0131 Danimarka ve Gr\u00f6nland, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Rubio ile g\u00f6r\u00fc\u015fme talebinde bulundu. Ukrayna cephesinde ise Avrupa \u00fclkeleri, olas\u0131 bir ate\u015fkesin ard\u0131ndan g\u00fcvenlik garantileri sa\u011flamaya haz\u0131r olduklar\u0131n\u0131 ifade etti. Fransa ve Birle\u015fik Krall\u0131k ba\u015fta
\nolmak \u00fczere Avrupa\u2019n\u0131n \u00f6nde gelen \u00fclkeleri, bu s\u00fcrecin NATO ve AB ile koordinasyon i\u00e7inde y\u00fcr\u00fct\u00fclece\u011fini belirtirken, AB de ate\u015fkes sonras\u0131 devreye girecek ba\u011flay\u0131c\u0131 garanti mekanizmas\u0131na katk\u0131 sunabilece\u011fini a\u00e7\u0131klad\u0131. Makroekonomik tarafta ise Almanya\u2019dan gelen enflasyon verisi dikkat \u00e7ekti. Aral\u0131k 2025 \u00f6nc\u00fc verilerine g\u00f6re y\u0131ll\u0131k enflasyon y\u00fczde 2,0 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015ferek \u00f6nceki aya k\u0131yasla belirgin bir yava\u015flamaya i\u015faret etti. Bu g\u00f6r\u00fcn\u00fcm, ECB\u2019nin faiz indirimlerine ne zaman ba\u015flayabilece\u011fine dair beklentileri g\u00fc\u00e7lendirirken, Euro B\u00f6lgesi b\u00fcy\u00fcme-enflasyon dengesi tart\u0131\u015fmalar\u0131n\u0131 da 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 4500 $ seviyesine do\u011fru hareketler yeniden devam ederken, Trump\u2019\u0131n Venezuela\u2019n\u0131n ABD\u2019ye petrol g\u00f6nderece\u011fi a\u00e7\u0131klamas\u0131yla beraber olu\u015facak arz y\u00f6nl\u00fc soru i\u015faretleriyle yeniden 60 $ alt\u0131nda fiyatlama olu\u015fturdu\u011funu g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmamaktad\u0131r.<\/p>\n
K\u00fcresel tarafta Almanya\u2019da \u0130\u015fsizlik Oranlar\u0131n\u0131, AB b\u00f6lgesinde TUFE verisinin ard\u0131ndan ABD\u2019den PMI verilerini takip edece\u011fiz.<\/p>\n
Cumhurba\u015fkan\u0131 ve AK Parti Genel Ba\u015fkan\u0131 Recep Tayyip Erdo\u011fan, partisinin TBMM Grup Toplant\u0131s\u0131'na kat\u0131lacak.<\/p>\n
BES Devlet Katk\u0131s\u0131 y\u00fczde 30\u2019dan y\u00fczde 20\u2019ye d\u00fc\u015f\u00fcr\u00fcld\u00fc.”<\/p>\n
<\/strong> \u0130stanbul, 7 Ocak (Hibya)- Marba\u015f Menkul De\u011ferler, ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri ak\u0131\u015f\u0131n\u0131n bulunmad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":30129,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-30128","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\/30128","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=30128"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/30128\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/30129"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=30128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=30128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=30128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"