Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda “K\u00fcresel man\u015fette, y\u0131l\u0131n ilk haftas\u0131nda ABD verilerinin
\n(JOLTS\u2019un zay\u0131flamas\u0131, hizmetler taraf\u0131n\u0131n g\u00fc\u00e7l\u00fc kalmas\u0131) yaratt\u0131\u011f\u0131 kar\u0131\u015f\u0131k sinyallerle risk i\u015ftah\u0131n\u0131n veri odakl\u0131-temkinli bir modda ilerledi\u011fi; dolar endeksinin 98,7 civar\u0131nda yatay seyretti\u011fi ve ABD 10 y\u0131ll\u0131k getirinin y\u00fczde 4,17\u2013y\u00fczde 4,18 band\u0131na yak\u0131n seyretti\u011fi bir resim \u00f6ne \u00e7\u0131k\u0131yor.” ifadelerine yer verildi. Raporun devam\u0131nda ise \u015funlar kaydedildi:<\/p>\n
“Bug\u00fcn odakta Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam \u00f6ncesi dolar\u0131n dengesi ve tahvil e\u011frisindeki oynakl\u0131k var. De\u011ferli metallerde ya\u015fanan realizasyona ra\u011fmen ise rekor b\u00f6lgeye yak\u0131n fiyatlama, g\u00fc\u00e7l\u00fc dolar\u0131n g\u00fcn i\u00e7i bask\u0131s\u0131na ra\u011fmen jeopolitik ba\u015fl\u0131klar nedeniyle \u201cy\u00fcksek plato\u201d rejimini koruyor.<\/p>\n
Wall Street d\u00fcn\u00fc \u201ckonut politikas\u0131\u201d haber ak\u0131\u015f\u0131n\u0131n etkisiyle kar\u0131\u015f\u0131k kapatt\u0131: S&P 500 -y\u00fczde 0,3; Dow -y\u00fczde 0,9; Nasdaq +y\u00fczde 0,2. Konut hisseleri zay\u0131flarken teknoloji sepeti g\u00fcn sonuna do\u011fru diren\u00e7 g\u00f6sterdi.<\/p>\n
Avrupa taraf\u0131nda, hafta ba\u015f\u0131nda 600 e\u015fi\u011fini a\u015farak rekor kaydeden STOXX 600 d\u00fcn enerji hisselerindeki d\u00fc\u015f\u00fc\u015f
\n\u00f6nc\u00fcl\u00fc\u011f\u00fcnde ralliye ara verdi; Shell ve BP\u2019deki geri \u00e7ekilmeler, Venezuela kaynakl\u0131 arz ba\u015fl\u0131klar\u0131 ve son
\ng\u00fcnlerdeki petrol zay\u0131fl\u0131\u011f\u0131yla ili\u015fkilendirildi. B\u00f6lge endekslerinde genel tablo \u201crekora yak\u0131n sindirme\u201d olurken,
\nDAX s\u0131n\u0131rl\u0131 art\u0131, CAC 40 hafif eksi kapatt\u0131.<\/p>\n
Emtia: Petrol, iki g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan EIA\u2019nin beklenenden g\u00fc\u00e7l\u00fc stok \u00e7eki\u015fi ve Venezuela ba\u015fl\u0131klar\u0131n\u0131n
\nak\u0131\u015f\u0131na duyarl\u0131 bi\u00e7imde hafif toparland\u0131 (Brent 60,2 $ WTI 56,2 $ orta vadede ise k\u00fcresel arz fazlas\u0131 anlat\u0131s\u0131 \u00fcst band\u0131 s\u0131n\u0131rl\u0131yor. Alt\u0131n, g\u00fc\u00e7l\u00fc dolar kar\u015f\u0131s\u0131nda $4.430 b\u00f6lgesinde y\u00fczde – 0,4 civar\u0131 geri \u00e7ekilirken, g\u00fcm\u00fc\u015f de sat\u0131\u015flar daha derin; platin\/paladyum son g\u00fcnlerdeki sert hareketlerin ard\u0131ndan volatilite azal\u0131yor. Bak\u0131r taraf\u0131nda LME 3-ay fiyatlar\u0131n\u0131n bu hafta 13.000 $\/ton civar\u0131nda tarihi zirve b\u00f6lgesini yoklamas\u0131, arz k\u0131s\u0131tlar\u0131 ve veri merkezi\/elektrifikasyon talebi anlat\u0131s\u0131yla uyumlu; Comex kontratlar\u0131 da 5,8\u20136,0 $\/lb koridorunda son g\u00fcnlerde sert fakat \u201cy\u00fcksek plato\u201d rejiminde.<\/p>\n
Genel olarak \u00f6zetlersek: G\u00fcne, veri \u00f6ncesi temkin \u2013 98\u2019lerde dengeli dolar \u2013 y\u00fczde 4,1 civar\u0131nda \u00e7\u0131palanm\u0131\u015f ABD uzun faizleri \u2013 Avrupa\u2019da rekorlara yak\u0131n sindirme \u2013 Asya\u2019da se\u00e7ici ayr\u0131\u015fma \u2013 petrolde EIA destekli tepki, metallerde momentum kayb\u0131 bile\u015fimiyle ba\u015fl\u0131yoruz. K\u0131sa vadeli y\u00f6n, yar\u0131nki ABD istihdam raporunun Fed patikas\u0131na dair beklentileri nas\u0131l etkiledi\u011fi ve Venezuela kaynakl\u0131 enerji ba\u015fl\u0131klar\u0131n\u0131n arz g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerindeki kal\u0131c\u0131l\u0131\u011f\u0131yla netle\u015fecektir.<\/p>\n
EUR\/USD<\/p>\n
EURUSD, 8 Ocak sabah\u0131 1,1680 deste\u011fi civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Fed\u2019in 2025 boyunca yapt\u0131\u011f\u0131 faiz indirimlerine
\nra\u011fmen dolar endeksinin 98,4 seviyesinde yatay kalmas\u0131, ECB\u2019nin ise faizi sabit tutup g\u00f6rece s\u0131k\u0131 s\u00f6ylemini korumas\u0131 nedeniyle parite 2026\u2019ya 1,17 e\u015fi\u011finin hemen alt\u0131nda, hafif euro lehine ama temkinli bir dengede giriyor. ABD taraf\u0131nda bu hafta a\u00e7\u0131klanacak istihdam verileri ve \u00fccret g\u00f6stergeleri \u00f6ncesinde, vadeli endekslerde Venezuela kaynakl\u0131 jeopolitik haber ak\u0131\u015f\u0131yla birlikte risk i\u015ftah\u0131n\u0131n dalgaland\u0131\u011f\u0131; bu nedenle 1,16\u20131,18 band\u0131nda veri odakl\u0131, k\u0131sa vadeli oynakl\u0131\u011f\u0131n s\u00fcrebilece\u011fi fiyatlan\u0131yor.<\/p>\n
Ons alt\u0131n<\/p>\n
Ons alt\u0131n bug\u00fcn 4.420\u20134.450 dolar band\u0131nda i\u015flem g\u00f6r\u00fcyor. \u00fcn de\u011ferli metallerde endeks dengelenmesi ve k\u00e2r realizasyonlar\u0131yla birlikte belirgin bir sat\u0131\u015f dalgas\u0131 g\u00f6r\u00fcl\u00fcrken, ons alt\u0131n 4.450 dolar\u0131n alt\u0131na sarkarak ralli sonras\u0131 \u201cnefeslenme\u201d b\u00f6lgesine \u00e7ekildi. Buna kar\u015f\u0131n Fed\u2019in ileriye d\u00f6n\u00fck faiz indirim patikas\u0131, zay\u0131f dolar ve devam eden jeopolitik riskler (Venezuela, Ukrayna, Orta Do\u011fu) ile merkez bankas\u0131 al\u0131mlar\u0131, 2026 sonu i\u00e7in 4.800\u2013 5.000 dolar aral\u0131\u011f\u0131ndaki kurumsal hedefleri destekleyen orta\u2013uzun vadeli bo\u011fa hik\u00e2yesini koruyor.<\/p>\n
Brent<\/p>\n
Brent petrol haftan\u0131n d\u00f6rd\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcnde Londra fiyatlamas\u0131nda 60,2\u201360,4 dolar band\u0131nda seyrederken, son g\u00fcnlerde 60 dolar \u00e7evresinde hafif tepkiyle birlikte h\u00e2l\u00e2 d\u00f6rt y\u0131l\u0131n en d\u00fc\u015f\u00fck b\u00f6lgesine yak\u0131n seyir s\u00f6z konusu.
\nABD\u2019de beklenenden g\u00fc\u00e7l\u00fc gelen haftal\u0131k stok \u00e7ekili\u015fi k\u0131sa vadede fiyat\u0131 desteklese de, Morgan Stanley\u2019nin 2026 ba\u015f\u0131nda g\u00fcnde 3 milyon varile ula\u015fabilecek k\u00fcresel arz fazlas\u0131 tahmini ve Venezuela kaynakl\u0131 petrol\u00fcn y\u00f6n
\nde\u011fi\u015ftirmesi, Brent\u2019te yukar\u0131 potansiyeli s\u0131n\u0131rlayan ana unsurlar olmaya devam ediyor.<\/p>\n
NASDAQ100<\/p>\n
Nasdaq 100 endeksi d\u00fcn\u00fc 25.650 civar\u0131nda, yakla\u015f\u0131k y\u00fczde 0,1\u20130,2\u2019lik s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle kapat\u0131rken, son \u00fc\u00e7 i\u015flem
\ng\u00fcn\u00fcnde kademeli olarak 25.200\u2019lerden 25.600\u2019ler \u00fczerine t\u0131rmanarak 52 haftal\u0131k 16.460\u201326.399 band\u0131n\u0131n \u00fcst
\ndiliminde kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Venezuela kaynakl\u0131 jeopolitik gerginlik ve g\u00fcn i\u00e7inde a\u00e7\u0131klanacak istihdam verileri \u00f6ncesinde ABD endeks vadeli i\u015flemlerinde temkinli bir risk azaltma e\u011filimi \u00f6ne \u00e7\u0131k\u0131yor. Bug\u00fcn olas\u0131 kar sat\u0131\u015flar\u0131n\u0131n devam\u0131 senaryosunda ise 25.430 deste\u011fi yak\u0131ndan takip edilecek.”<\/p>\n
<\/strong> \u0130stanbul, 8 Ocak (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, EURUSD’nin 8 Ocak sabah\u0131 1,1680 deste\u011fi civar\u0131nda i\u015flem g\u00f6r\u00fcyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":30693,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-30692","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\/30692","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=30692"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/30692\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/30693"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=30692"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=30692"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=30692"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"