Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalarda haftan\u0131n ikinci yar\u0131s\u0131na girilirken risk i\u015ftah\u0131n\u0131n belirgin \u015fekilde
\nzay\u0131flad\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
“ABD Ba\u015fkan\u0131 Trump\u2019\u0131n Venezuela\u2019ya y\u00f6nelik m\u00fcdahalesinin ard\u0131ndan bu kez konut ve savunma sekt\u00f6rlerini hedef alan ad\u0131mlar atmas\u0131, politik belirsizli\u011fin 2026\u2019n\u0131n ikinci y\u0131l\u0131nda da s\u00fcrece\u011fine dair alg\u0131y\u0131 g\u00fc\u00e7lendirdi ve
\nyat\u0131r\u0131mc\u0131lar\u0131 daha temkinli pozisyon almaya itti. ABD vadeli endekslerinde S&P 500 s\u0131n\u0131rl\u0131 bir geri \u00e7ekilme ya\u015farken, Nasdaq cephesinde \u00c7in\u2019in Nvidia\u2019n\u0131n ileri seviye \u00e7ip ithalat\u0131na izin verebilece\u011fine dair haber ak\u0131\u015f\u0131 teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131 k\u0131smen dengeledi. Bununla birlikte piyasalar genel olarak cuma g\u00fcn\u00fc
\na\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisi \u00f6ncesinde yeni risk almak istemiyor; hafta i\u00e7inde gelen veriler istihdam taraf\u0131nda so\u011fuma sinyallerine i\u015faret ederken, i\u015f d\u00fcnyas\u0131 aktivitesinin halen g\u00fc\u00e7l\u00fc kalmas\u0131 tabloyu karma\u015f\u0131kla\u015ft\u0131r\u0131yor.<\/p>\n
Tahvil piyasas\u0131nda y\u0131l\u0131n ba\u015f\u0131ndaki g\u00fc\u00e7l\u00fc rallinin duraksad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, Avrupa tahvilleri de\u011fer kaybetti, ABD 10 y\u0131ll\u0131k tahvil faizi ise 4,15 civar\u0131nda yatay seyretti. De\u011ferli metaller taraf\u0131nda g\u00fcvenli liman talebi zay\u0131flarken g\u00fcm\u00fc\u015f 75 dolar seviyesine do\u011fru geriledi, alt\u0131n ise 4.400 dolar civar\u0131na \u00e7ekildi. Enerji piyasas\u0131nda Brent petrol 60 dolar civar\u0131nda dengelenirken, Venezuela kaynakl\u0131 arz ve jeopolitik geli\u015fmeler yak\u0131ndan izlenmeye devam ediyor. \u00d6te yandan k\u00fcresel bor\u00e7lanma cephesinde \u015firketler ve devletler y\u0131l\u0131n ilk g\u00fcnlerinde rekor tempoda tahvil ihra\u00e7 ederken, \u00f6zellikle Asya kaynakl\u0131 yeni arz dalgas\u0131 faiz piyasalar\u0131 \u00fczerinde ek bask\u0131 yarat\u0131yor. Avrupa endeksleri \u00f6nceki kay\u0131plar\u0131n\u0131 geni\u015fletti; STOXX 50 y\u00fczde 0,1 ve STOXX 600 y\u00fczde 0,2 gerileyerek temkinli bir a\u00e7\u0131l\u0131\u015f sinyali verdi. Jeopolitik riskler, \u00f6zellikle ABD Ba\u015fkan\u0131 Trump\u2019\u0131n Gr\u00f6nland\u2019\u0131 ilhak etme tehdidi ve Venezuela\u2019daki geli\u015fmeler yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda kal\u0131rken, enerji ve d\u00f6ng\u00fcsel hisseler bask\u0131 alt\u0131nda kald\u0131; Shell, Schneider Electric, EssilorLuxottica ve Saint-Gobain gibi b\u00fcy\u00fck isimler negatif ayr\u0131\u015ft\u0131. Perakende sekt\u00f6r\u00fcnde Tesco ve Associated British Foods zay\u0131f sonu\u00e7lar ile sert d\u00fc\u015ft\u00fc; buna kar\u015f\u0131l\u0131k savunma hisseleri ralliye devam ederek Rheinmetall, BAE Systems, Leonardo, Thales ve Saab gibi isimlerde g\u00fc\u00e7l\u00fc performans g\u00f6r\u00fcld\u00fc. Avrupa piyasalar\u0131, y\u0131l\u0131n ba\u015f\u0131nda rekor seviyelere yakla\u015fm\u0131\u015f olsa da mevcut konjonkt\u00fcrde makro belirsizlikler, ABD Y\u00fcksek Mahkemesi g\u00fcndemi ve b\u00f6lge i\u00e7i ekonomik veriler \u00f6ncesinde daha temkinli bir seyir izliyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Lockheed Martin (LMT), Savunma hisseleri, Ba\u015fkan Donald Trump\u2019\u0131n Truth Social\u2019da payla\u015ft\u0131\u011f\u0131 ve 2027 mali y\u0131l\u0131 i\u00e7in 1,5 trilyon dolarl\u0131k rekor savunma b\u00fct\u00e7esi \u00f6nerisini i\u00e7eren a\u00e7\u0131klaman\u0131n ard\u0131ndan y\u00fckseldi. Trump, karar\u0131n yasa yap\u0131c\u0131lar ve yetkililerle yap\u0131lan kapsaml\u0131 g\u00f6r\u00fc\u015fmeler sonras\u0131 al\u0131nd\u0131\u011f\u0131n\u0131, artan harcamalar\u0131n \u00fclkeyi g\u00fcvende tutacak bir \u201cR\u00fcya Ordu\u201d in\u015fa etmeye yard\u0131mc\u0131 olaca\u011f\u0131n\u0131 s\u00f6yledi. Ayr\u0131ca g\u00fcmr\u00fck tarifesi gelirlerinin bu geni\u015flemeyi finanse edebilece\u011fini, borcu azaltabilece\u011fini ve orta gelirli Amerikal\u0131lara temett\u00fc sa\u011flayabilece\u011fini \u00f6ne s\u00fcrd\u00fc. Bu y\u00fckseli\u015f sekt\u00f6re de yay\u0131ld\u0131. A\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde, Northrop Grumman y\u00fczde 6, RTX y\u00fczde 5 ve General Dynamics y\u00fczde 4 oran\u0131nda de\u011fer kazand\u0131. (Olumlu)<\/p>\n
Canadian Solar (CSIQ) \u015eirketin 2031 vadeli 200 milyon dolarl\u0131k d\u00f6n\u00fc\u015ft\u00fcr\u00fclebilir k\u0131demli tahvil i\u00e7in \u00f6zel bir ihra\u00e7 a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 duyurmas\u0131n\u0131n ard\u0131ndan hisseler-y\u00fczde 6 geriledi. \u0130lk al\u0131c\u0131lara 13 g\u00fcn i\u00e7inde 30 milyon dolarl\u0131k ek al\u0131m opsiyonu da tan\u0131nd\u0131. Elde edilecek gelirin ABD\u2019de \u00fcretim kapasitesini art\u0131rmak, batarya enerji depolama ve g\u00fcne\u015f de\u011fer zinciri genelinde yat\u0131r\u0131mlar yapmak ile i\u015fletme sermayesi ve di\u011fer genel kurumsal ihtiya\u00e7lar i\u00e7in
\nkullan\u0131lmas\u0131 planlan\u0131yor. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 8 Ocak (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ikinci yar\u0131s\u0131na girilirken risk i\u015ftah\u0131n\u0131n belirgin \u015fekilde zay\u0131flad\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":30919,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-30918","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\/30918","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=30918"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/30918\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/30919"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=30918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=30918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=30918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"