Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta yeni y\u0131la h\u0131zl\u0131 bir ba\u015flang\u0131c\u0131n ard\u0131ndan olu\u015fan k\u00e2r sat\u0131\u015flar\u0131n\u0131 izlerken, bu geri \u00e7ekilmeleri genel g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan sa\u011fl\u0131kl\u0131 ve ola\u011fan kar\u015f\u0131lamaktay\u0131z.” ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ASELS, THYAO ve BIMAS gibi endeks a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek hisselerde g\u00f6zlenen diri duru\u015fun katk\u0131s\u0131yla endeksin 12.000 seviyesinin \u00fczerinde kapan\u0131\u015f ger\u00e7ekle\u015ftirdi\u011fini g\u00f6r\u00fcyoruz. Olas\u0131 geri \u00e7ekilmelerde ise s\u0131ras\u0131yla 12.000 ve 11.605 seviyelerini \u00f6nemli destek noktalar\u0131 olarak takip etmekteyiz. Yeni g\u00fcn \u00f6zelinde maj\u00f6r bir makro veri ak\u0131\u015f\u0131 bulunmazken, k\u0131sa vadeli y\u00f6n a\u00e7\u0131s\u0131ndan haftal\u0131k istatistikler ve ikincil veri setlerini izleyece\u011fiz.<\/p>\n
ABD piyasalar\u0131nda tarihi zirvelerin olu\u015fmas\u0131n\u0131n ard\u0131ndan k\u00e2r sat\u0131\u015flar\u0131n\u0131n geldi\u011fini izlemekteyiz. B\u00fcy\u00fck be\u015fliye bakt\u0131\u011f\u0131m\u0131zda Alphabet\u2019in Apple\u2019\u0131n piyasa de\u011ferinin ge\u00e7ti\u011fini izlerken, NVDIA\u2019n\u0131n Blackwell \u00e7ip sat\u0131\u015flar\u0131ndaki ba\u015far\u0131s\u0131 ve tan\u0131t\u0131lan yeni \u00e7ip ile birlikte teknoloji hisselerindeki ana tema g\u00fc\u00e7l\u00fc devam ederken, geri \u00e7ekilmelerin sa\u011fl\u0131kl\u0131 bir teknik d\u00fczeltme oldu\u011funu g\u00f6rmekteyiz. ABD i\u00e7in k\u0131sa vadeli fiyatlama a\u00e7\u0131s\u0131ndan Cuma g\u00fcn\u00fc gelecek Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi \u00f6nemli rol oynarken, d\u00fcn a\u00e7\u0131klanan \u00f6zel sekt\u00f6re dair veriler i\u00e7eren ADP Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisinin 41..000 ki\u015fi olarak a\u00e7\u0131klanmas\u0131n\u0131 Cuma g\u00fcn\u00fc \u00f6ncesinde ekonomik so\u011fumadaki \u00f6n g\u00f6sterge olarak alg\u0131lamaktay\u0131z. \u00d6zetle, teknik anlamda geri \u00e7ekilme olu\u015furken, 2026\u2019n\u0131n temas\u0131 olan FED Ba\u015fkan De\u011fi\u015fimi e\u015fli\u011finde g\u00fcvercin tutum ve teknoloji temas\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. Bunlara ek olarak ise jeopolitik riskler ve ABD\u2019nin siyasi arenada agresif tutumunun devam\u0131n\u0131n potansiyel risk unsuru oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda genel g\u00f6r\u00fcn\u00fcm kar\u0131\u015f\u0131k seyretti. B\u00f6lge genelinde \u00c7in teknoloji hisseleri ve Hong Kong\u2019daki halka arzlara ba\u011fl\u0131 olarak se\u00e7ici al\u0131mlar g\u00f6r\u00fclse de, Japonya piyasalar\u0131 belirgin \u015fekilde negatif ayr\u0131\u015ft\u0131. Japonya borsas\u0131 y\u00fczde 1,2 d\u00fc\u015f\u00fc\u015fle kapanarak b\u00f6lgesel endeksler \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratt\u0131 ve \u201cgenel olarak g\u00fc\u00e7l\u00fc\u201d bir Asya g\u00f6r\u00fcn\u00fcm\u00fcnden s\u00f6z etmeyi zorla\u015ft\u0131rd\u0131. Makro veriler Japonya\u2019daki zay\u0131flamay\u0131 destekledi. Kas\u0131m ay\u0131 reel \u00fccret art\u0131\u015f\u0131 y\u00fczde 1,2\u2019ye gerilerken (\u00f6nceki: y\u00fczde 2,1), toplam nakit gelir art\u0131\u015f\u0131 y\u00fczde 0,5 ile belirgin bir yava\u015flamaya i\u015faret etti. Bu tablo, i\u00e7 talep ve t\u00fcketim g\u00f6r\u00fcn\u00fcm\u00fcne y\u00f6nelik endi\u015feleri art\u0131rd\u0131. Tahvil
\npiyasas\u0131nda ise riskten ka\u00e7\u0131\u015f e\u011filimiyle Japonya 5 y\u0131ll\u0131k devlet tahvili getirisi 3,5 baz puan d\u00fc\u015ferek y\u00fczde 1,545 seviyesine geriledi. \u00c7in taraf\u0131nda yetkililer, batarya sekt\u00f6r\u00fcnde a\u015f\u0131r\u0131 kapasite olu\u015fabilece\u011fi uyar\u0131s\u0131nda bulunarak agresif yat\u0131r\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn orta vadeli fiyatlama ve k\u00e2rl\u0131l\u0131k riskleri yaratabilece\u011fine dikkat \u00e7ekti. Buna kar\u015f\u0131n baz\u0131 \u00c7in teknoloji hisselerinde k\u00fcresel ralliyi takip eden al\u0131mlar devam etti. \u00d6zetle, Asya-Pasifik\u2019te g\u00f6r\u00fcn\u00fcm homojen de\u011fil: Japonya zay\u0131f makro veriler ve hisse senedi sat\u0131\u015flar\u0131yla negatif ayr\u0131\u015f\u0131rken, \u00c7in ve baz\u0131 b\u00f6lge piyasalar\u0131nda se\u00e7ici al\u0131mlar\u0131n s\u00fcrd\u00fc\u011f\u00fc, ancak genel risk i\u015ftah\u0131n\u0131n temkinli kald\u0131\u011f\u0131 bir tablo izleniyor.<\/p>\n
Avrupa g\u00fcndemi, jeopolitik ve ekonomik geli\u015fmelerle \u015fekillendi. Fransa D\u0131\u015fi\u015fleri Bakan\u0131 Barrot, Gr\u00f6nland\u2019\u0131n sat\u0131l\u0131k olmad\u0131\u011f\u0131n\u0131 vurgularken, Danimarka ordusu ABD\u2019nin olas\u0131 bir m\u00fcdahalesine derhal askeri yan\u0131t verebilece\u011fini a\u00e7\u0131klad\u0131; \u0130ngiltere ise ABD\u2019nin Kuzey Atlantik\u2019te Rus gemisine el koyma operasyonuna destek sa\u011flad\u0131\u011f\u0131n\u0131 duyurdu. Paris\u2019te bir araya gelen Avrupa liderleri, Ukrayna\u2019ya adil ve kal\u0131c\u0131 bar\u0131\u015f i\u00e7in g\u00fcvenlik garantileri ve \u00e7ok uluslu g\u00fc\u00e7 konu\u015fland\u0131r\u0131lmas\u0131 taahh\u00fctlerinde bulundu. Bu geli\u015fmeler, Atlantik g\u00fcvenli\u011fi ve NATO i\u015f birli\u011finin \u00f6nemini bir kez daha g\u00fcndeme ta\u015f\u0131rken, ABD Ba\u015fkan\u0131 Trump da NATO \u00fclkelerini savunma harcamalar\u0131n\u0131 art\u0131rmalar\u0131 konusunda uyard\u0131 ve Rusya tehdidine kar\u015f\u0131 ABD m\u00fcdahalesinin kritik oldu\u011funu belirtti. Avrupa borsalar\u0131 ise Almanya hari\u00e7 genel olarak d\u00fc\u015f\u00fc\u015fle kapan\u0131rken, Almanya piyasalar\u0131 hafif pozitif bir seyir izledi ve TeamViewer SE Almanya\u2019daki d\u00fczenlemelere dair Avrupa \u00e7ap\u0131nda da\u011f\u0131t\u0131m\u0131 hedefleyen bildirimde bulundu.<\/p>\n
Emtialar \u00fczerinde jeopolitik etkilerden kaynaklanan yukar\u0131 y\u00f6nl\u00fc hareketin Alt\u0131n \u00f6zelinde 4500 $ seviyesine yakla\u015ft\u0131k\u00e7a kar sat\u0131\u015flar\u0131yla kar\u015f\u0131la\u015ft\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Brent petrol i\u00e7in ise ABD\u2019nin Venezuela \u00fczerinden arz\u0131 artt\u0131r\u0131c\u0131 etkilerinden kaynakl\u0131 zay\u0131f seyir izlerken, y\u0131l\u0131 50$ yak\u0131n seviyelerde fiyatlamas\u0131n\u0131n olas\u0131 oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta haftal\u0131k para ve banka istatistiklerini takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta Almanya\u2019da Fabrika Sipari\u015fleri, \u0130ngiltere\u2019de Konut Fiyat Endeksi\u2019nin ard\u0131ndan ABD\u2019den Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam \u00f6ncesinde \u00f6nc\u00fcl g\u00f6sterge olan \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131n\u0131 izleyece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 8 Ocak (Hibya)- Marba\u015f Menkul De\u011ferler, ekonomik takvimde i\u00e7 tarafta haftal\u0131k para ve banka istatistiklerini takip edeceklerini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":30639,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-30638","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\/30638","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=30638"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/30638\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/30639"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=30638"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=30638"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=30638"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"