Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalarda yeni y\u0131l rallisinin ard\u0131ndan daha temkinli ve dengelenme odakl\u0131
\nbir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131k\u0131yor oldu\u011fu belirtildi. Raporun devam\u0131nda ise \u015funlar kaydedildi:<\/p>\n
“ABD\u2019de S&P 500 ve Nasdaq 100 vadeli i\u015flemleri s\u0131n\u0131rl\u0131 geri \u00e7ekilirken, Avrupa borsalar\u0131 yatay seyrediyor ve Asya hisse senetleri y\u0131l\u0131n ilk g\u00fcnl\u00fck kayb\u0131na haz\u0131rlan\u0131yor. Son haftalarda rekor seviyelere ula\u015fan k\u00fcresel endekslerde, g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ard\u0131ndan k\u0131sa vadeli soluklanma ve k\u00e2r realizasyonu e\u011filimi belirginle\u015fmi\u015f durumda. Buna ra\u011fmen ralliyi destekleyen ana dinamikler, g\u00fc\u00e7l\u00fc \u015firket k\u00e2rlar\u0131, yava\u015flayan enflasyon ve Fed\u2019in daha g\u00fcvercin bir faiz patikas\u0131na yakla\u015fabilece\u011fi beklentisi genel risk i\u015ftah\u0131n\u0131 tamamen zay\u0131flatm\u0131\u015f de\u011fil.<\/p>\n
Jeopolitik cephede ise belirsizlikler artarak g\u00fcndemde kal\u0131yor. Trump y\u00f6netiminin Venezuela\u2019ya y\u00f6nelik ad\u0131mlar\u0131, olas\u0131 yeni m\u00fcdahale sinyalleri ve \u00c7in-Japonya aras\u0131ndaki tansiyon, piyasalar taraf\u0131ndan \u015fu a\u015famada s\u0131n\u0131rl\u0131 \u00f6l\u00e7\u00fcde fiyatlansa da risk ba\u015fl\u0131klar\u0131 olarak yak\u0131ndan izleniyor. Analistler, yat\u0131r\u0131mc\u0131lar\u0131n bu t\u00fcr geli\u015fmeleri tamamen g\u00f6z ard\u0131 etmedi\u011fini, ancak g\u00fc\u00e7l\u00fc likidite ve kazan\u00e7 beklentileri nedeniyle \u015fimdilik ikinci planda tuttu\u011funu belirtiyor. Bu durum, \u00f6zellikle hisse senedi piyasalar\u0131nda \u201cy\u00fcksek ama k\u0131r\u0131lgan\u201d bir iyimserli\u011fe i\u015faret ediyor.<\/p>\n
Emtia piyasalar\u0131nda ise ralli sonras\u0131 geri \u00e7ekilme e\u011filimi \u00f6ne \u00e7\u0131k\u0131yor. Alt\u0131n \u00fc\u00e7 g\u00fcnl\u00fck y\u00fckseli\u015fini sonland\u0131r\u0131rken, g\u00fcm\u00fc\u015f 80 dolar\u0131n alt\u0131na indi; bak\u0131r tarihi zirvelerden gerilerken sanayi metalleri genelinde k\u00e2r sat\u0131\u015flar\u0131 dikkat \u00e7ekti. Petrol fiyatlar\u0131, Trump\u2019\u0131n Venezuela\u2019n\u0131n ABD\u2019ye 50 milyon varile kadar ham petrol devredece\u011fini
\na\u00e7\u0131klamas\u0131yla bask\u0131 alt\u0131nda kal\u0131rken, piyasada arz fazlas\u0131 endi\u015feleri yeniden g\u00fcndeme ta\u015f\u0131nd\u0131. Brent\u2019te 55 dolar seviyesinin teknik ve psikolojik bir e\u015fik olarak yeniden izlenmeye ba\u015fland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Tahvil piyasas\u0131nda ise g\u00f6rece daha sakin ama destekleyici bir tablo var. ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,15 seviyesine gerileyerek riskten ka\u00e7\u0131\u015f\u0131n s\u0131n\u0131rl\u0131 da olsa devam etti\u011fini g\u00f6sterirken, dolar endeksi \u00f6nceki g\u00fcnk\u00fc kazan\u0131mlar\u0131n\u0131 koruyor. Bu g\u00f6r\u00fcn\u00fcm, hisse senetlerinden tamamen \u00e7\u0131k\u0131\u015f olmad\u0131\u011f\u0131n\u0131 ancak portf\u00f6ylerde daha
\ndengeli bir da\u011f\u0131l\u0131ma y\u00f6nelim oldu\u011funu d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Avrupa cephesinde a\u00e7\u0131klanan \u00f6nc\u00fc veriler, enflasyon bask\u0131lar\u0131n\u0131n belirgin \u015fekilde hafifledi\u011fini ortaya koydu. Euro B\u00f6lgesi enflasyonunun aral\u0131k ay\u0131nda y\u00fczde 2,0\u2019ye gerileyerek ECB hedefiyle uyumlu seviyelere d\u00f6nmesi ve \u00e7ekirdek enflasyonun d\u00fc\u015f\u00fc\u015f e\u011filimini s\u00fcrd\u00fcrmesi, faizlerin uzun s\u00fcre sabit kalaca\u011f\u0131 beklentisini g\u00fc\u00e7lendirdi. Almanya, Fransa ve \u0130spanya\u2019da enflasyon gerilerken, \u0130talya\u2019daki s\u0131n\u0131rl\u0131 y\u00fckseli\u015f ayr\u0131\u015fma olarak \u00f6ne \u00e7\u0131kt\u0131. Genel resimde piyasalar, g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131c\u0131n ard\u0131ndan daha
\ndalgal\u0131, se\u00e7ici ve veri odakl\u0131 bir d\u00f6neme girildi\u011fine i\u015faret eden sinyaller \u00fcretiyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Ventyx Biosciences (VTYX) hisseleri, Eli Lilly\u2019nin \u015firketi sat\u0131n almak i\u00e7in ileri a\u015fama g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fcne dair haber sonras\u0131 sert \u015fekilde y\u00fczde 67 y\u00fckseldi. Anla\u015fman\u0131n k\u0131sa s\u00fcrede a\u00e7\u0131klanabilece\u011fi beklentisi, g\u00fc\u00e7l\u00fc bir sat\u0131n alma rallisi yaratt\u0131. (Olumlu)<\/p>\n
Mobileye Global (MBLY), Mobileye\u2019nin yakla\u015f\u0131k 900 milyon dolar bedelle insans\u0131 robotik giri\u015fimi Mentee Robotics\u2019i sat\u0131n alaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 hisseleri yukar\u0131 ta\u015f\u0131d\u0131. \u015eirket, bu ad\u0131mla otonom s\u00fcr\u00fc\u015ften insans\u0131 robotik ve \u201cfiziksel yapay zeka\u201d alan\u0131na geni\u015flemeyi hedefliyor. (Olumlu)<\/p>\n
Bright Minds Biosciences (DRUG) \u015eirketin 100 milyon dolarl\u0131k hisse ve varant ihrac\u0131 duyurusu, seyrelme endi\u015feleri nedeniyle hisselerde geri \u00e7ekilmeye yol a\u00e7t\u0131. Gelirin klinik \u00e7al\u0131\u015fmalar ve Ar-Ge faaliyetlerinde kullan\u0131lmas\u0131 planlan\u0131yor. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 7 Ocak (Hibya)- Gedik Yat\u0131r\u0131m, Asya hisse senetlerinin y\u0131l\u0131n ilk g\u00fcnl\u00fck kayb\u0131na haz\u0131rlan\u0131yor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":30317,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-30316","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\/30316","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=30316"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/30316\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/30317"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=30316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=30316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=30316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"