Gedik Yat\u0131r\u0131m'\u0131n raporunda “K\u00fcresel hisse senedi piyasalar\u0131nda rekorlarla ba\u015flayan y\u0131l rallisi Asya\u2019da ivme kaybederken, h\u0131zl\u0131 y\u00fckseli\u015fin ard\u0131ndan a\u015f\u0131r\u0131 \u0131s\u0131nma sinyalleri ve \u00c7in-Japonya geriliminin t\u0131rmanmas\u0131 risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131.” ifadeleri kullan\u0131ld\u0131. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“D\u00f6rt g\u00fcnl\u00fck y\u00fckseli\u015f sonras\u0131 t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine \u00e7\u0131kan k\u00fcresel hisse endeksi hafif gerilerken, Asya borsalar\u0131 y\u0131l\u0131n en g\u00fc\u00e7l\u00fc ba\u015flang\u0131c\u0131n\u0131n ard\u0131ndan y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi; Japon hisseleri \u00c7in\u2019in \u00fclkeye y\u00f6nelik ihracat k\u0131s\u0131tlamalar\u0131 getirmesiyle y\u00fczde 1 geriledi. ABD vadeli endeksleri s\u0131n\u0131rl\u0131 kay\u0131plara i\u015faret ederken, Avrupa vadeli piyasalar\u0131 g\u00f6rece daha diren\u00e7li bir g\u00f6r\u00fcn\u00fcm sergiledi.<\/p>\n
Emtia taraf\u0131nda sat\u0131\u015flar daha belirgin olurken, alt\u0131n ve g\u00fcm\u00fc\u015fte sert geri \u00e7ekilmeler izlendi; nikel ise son \u00fc\u00e7 y\u0131l\u0131n en g\u00fc\u00e7l\u00fc rallisinin ard\u0131ndan k\u00e2r realizasyonuna sahne oldu. Petrol fiyatlar\u0131, Trump\u2019\u0131n Venezuela\u2019n\u0131n ABD\u2019ye 50 milyon varile kadar petrol devredece\u011fini a\u00e7\u0131klamas\u0131yla gerileyerek Brent\u2019te 60 dolar\u0131n alt\u0131na indi. Bu ad\u0131m, ABD\u2019nin Venezuela \u00fczerindeki ekonomik etkisini art\u0131rma hamlesi olarak yorumlan\u0131rken, \u00fclkenin daha \u00f6nce en b\u00fcy\u00fck petrol al\u0131c\u0131s\u0131 olan \u00c7in a\u00e7\u0131s\u0131ndan da stratejik bir darbe niteli\u011fi ta\u015f\u0131yor.<\/p>\n
Makro cephede yapay zeka temas\u0131 ve Fed\u2019in faiz indirimlerine devam edebilece\u011fi beklentisi k\u00fcresel hisse senetlerini desteklemeyi s\u00fcrd\u00fcrse de, Asya piyasalar\u0131nda teknik g\u00f6stergeler a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesine girildi\u011fine i\u015faret ediyor. MSCI Asya Pasifik Endeksi\u2019nin RSI g\u00f6stergesinin 70\u2019in \u00fczerine \u00e7\u0131kmas\u0131, k\u0131sa vadede dalgal\u0131 ve d\u00fczeltmeye a\u00e7\u0131k bir seyre zemin haz\u0131rl\u0131yor. Dolar yatay seyrini korurken, ABD 10 y\u0131ll\u0131k tahvil faizleri y\u00fczde 4,16 seviyesine gerileyerek g\u00fcvenli liman talebinin k\u0131smen devam etti\u011fini g\u00f6sterdi.<\/p>\n
\u00d6te yandan jeopolitik risklere ra\u011fmen k\u00fcresel tahvil piyasas\u0131nda g\u00fc\u00e7l\u00fc bir i\u015ftah dikkat \u00e7ekiyor; y\u0131l\u0131n ilk haftas\u0131nda yat\u0131r\u0131m yap\u0131labilir seviye tahvil ihra\u00e7lar\u0131 rekor h\u0131zda ger\u00e7ekle\u015fti. Bu durum, yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadeli dalgalanmalara ra\u011fmen orta vadede finansal ko\u015fullara ve likiditeye olan g\u00fcvenini korudu\u011funu ortaya koyuyor. Genel g\u00f6r\u00fcn\u00fcmde piyasalar, g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerin ard\u0131ndan daha se\u00e7ici, dalgal\u0131 ve haber ak\u0131\u015f\u0131na duyarl\u0131 bir denge aray\u0131\u015f\u0131na girmi\u015f durumda.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa hisse senedi piyasalar\u0131, son d\u00f6nemde g\u00f6r\u00fclen rekor seviyelerin ard\u0131ndan k\u0131sa vadeli k\u00e2r realizasyonu riskinin artmas\u0131yla g\u00fcne yatay bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131yor. Yat\u0131r\u0131mc\u0131lar, Almanya ve Fransa\u2019da enflasyonun aral\u0131k ay\u0131nda geriledi\u011fini g\u00f6steren verilerin ECB\u2019nin mevcut duru\u015funu desteklemesine ra\u011fmen, Euro B\u00f6lgesi ve \u0130talya enflasyonu ile Almanya perakende sat\u0131\u015flar\u0131 ve i\u015fsizlik, Fransa t\u00fcketici g\u00fcveni gibi kritik veriler \u00f6ncesinde temkinli duru\u015funu koruyor. Vadeli i\u015flemlerde Euro Stoxx 50 s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6sterirken, Stoxx 600\u2019\u00fcn yatay seyri Avrupa piyasalar\u0131nda k\u0131sa vadede dengeli fakat k\u0131r\u0131lgan bir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n
T\u00fcrkiye<\/p>\n
Yurt i\u00e7erisinde T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru aral\u0131k ay\u0131nda 71,11 seviyesine geriledi. Kas\u0131m ay\u0131nda 71,79 de\u011ferindeydi. Mevsim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f ayl\u0131k enflasyon aral\u0131k ay\u0131nda y\u00fczde 1,67 oran\u0131nda art\u0131\u015f kaydetti. Verilerin fiyatlamalara etkisi olmazken, kurda yataya yak\u0131n seyirler etkili oldu. Dolar endeksinde ise hafif y\u00fckseli\u015f e\u011filimleri takip edildi. Bug\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin. ABD\u2019de ba\u015fta ADP \u00d6zel Sekt\u00f6r \u0130stihdam de\u011fi\u015fimi ve JOLTS A\u00e7\u0131k \u0130\u015f Say\u0131s\u0131 olmak \u00fczere ISM Hizmet PMI ve fabrika sipari\u015fleri takip edilecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,04 civar\u0131nda yatay g\u00f6r\u00fcn\u00fcm sergiliyor.”<\/p>\n
<\/strong> \u0130stanbul, 7 Ocak (Hibya)- Gedik Yat\u0131r\u0131m, bug\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":30197,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-30196","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\/30196","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=30196"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/30196\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/30197"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=30196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=30196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=30196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"