Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta hem ekonomik beklentiler hem de adli geli\u015fmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 bir g\u00fcne ba\u015fland\u0131\u011f\u0131 ifade edildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201c\u0130stanbul Cumhuriyet Ba\u015fsavc\u0131l\u0131\u011f\u0131, alt\u0131n ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131na y\u00f6nelik y\u00fcr\u00fct\u00fclen soru\u015fturma kapsam\u0131nda \u00fc\u00e7\u00fcnc\u00fc dalga operasyonu ba\u015flatt\u0131. Operasyon, kay\u0131t d\u0131\u015f\u0131 alt\u0131n ticareti ve finansal sistem \u00fczerindeki olas\u0131 etkiler \u00fczerine yo\u011funla\u015f\u0131rken, s\u00fcrecin derinle\u015ftirildi\u011fini ve piyasada denetim ve d\u00fczenleme \u00f6nlemlerinin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde daha fazla g\u00fcndeme gelebilece\u011fini g\u00f6steriyor.<\/p>\n
Makroekonomik tarafta, Birle\u015fmi\u015f Milletler\u2019in yay\u0131mlad\u0131\u011f\u0131 rapora g\u00f6re, T\u00fcrkiye ekonomisinin 2025 y\u0131l\u0131nda y\u00fczde 3,9, 2026 y\u0131l\u0131nda ise y\u00fczde 4,1 b\u00fcy\u00fcmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Raporda, i\u00e7 talebin b\u00fcy\u00fcmeye katk\u0131s\u0131n\u0131n s\u00fcrece\u011fi ve yat\u0131r\u0131m faaliyetlerinin ekonomik aktiviteyi desteklemeye devam edece\u011fi vurgulan\u0131yor. Piyasalarda ise Borsa \u0130stanbul, 12.000 puan kritik deste\u011fini koruyarak g\u00fcn\u00fc pozitif kapatt\u0131.<\/p>\n
Endeks, a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek baz\u0131 hisselerin katk\u0131s\u0131yla seans i\u00e7inde 12.152 puana kadar y\u00fckseldi ancak kapan\u0131\u015f\u0131 12.087,97 seviyesinden ger\u00e7ekle\u015fti. Bankac\u0131l\u0131k endeksi de destek seviyelerini muhafaza ederek g\u00fcn\u00fc art\u0131da tamamlad\u0131. Genel g\u00f6r\u00fcn\u00fcmde, makroekonomik b\u00fcy\u00fcme beklentileri g\u00f6rece g\u00fc\u00e7l\u00fc kal\u0131yor ve piyasalar kritik destek seviyelerini koruyarak temkinli bir iyimserlik sergiliyor.<\/p>\n
ABD piyasalar\u0131nda yeni g\u00fcn i\u00e7in odak noktas\u0131 Fed faiz indirim beklentilerini \u015fekillendirecek tar\u0131m d\u0131\u015f\u0131 istihdam verisi olacak. Buna ek olarak Trump\u2019\u0131n Y\u00fcksek Mahkeme\u2019den g\u00fcmr\u00fck vergilerinin gelece\u011fini belirleyebilece\u011fi karar\u0131n beklenmesinin de endeksler \u00fczerinde risk i\u015ftah\u0131n\u0131 g\u00f6rece duraksatan ve bekle g\u00f6r modunu aktif eden konuma getirdi\u011fini g\u00f6rmekteyiz.<\/p>\n
Son d\u00f6nemde ise teknoloji temas\u0131 g\u00fc\u00e7l\u00fc olsa da Venezuela etkisiyle enerji, ABD\u2019nin savunma b\u00fct\u00e7esini artt\u0131rma iste\u011fiyle savunma sekt\u00f6r\u00fc hisselerinde hareketlili\u011fin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ve Dow Jones Sanayi endeksinde rekor seviyelere yak\u0131n fiyatlamalar\u0131n hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
G\u00fcn\u00fcn en \u00f6nemli geli\u015fmesi olan Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi haricinde gelecek Y\u00fcksek Mahkeme karar\u0131nda Trump\u2019\u0131n s\u0131n\u0131r\u0131 a\u015f\u0131p a\u015fmad\u0131\u011f\u0131 konusu karar\u0131n\u0131n bug\u00fcn a\u00e7\u0131klanma ihtimali oldu\u011fu g\u00f6rmekteyiz. Mahkeme s\u0131n\u0131rlar\u0131n a\u015f\u0131ld\u0131\u011f\u0131na karar k\u0131lmas\u0131 durumunda ithalat\u00e7\u0131lar i\u00e7in yakla\u015f\u0131k 150 milyar dolar potansiyel vergi iadesi s\u00fcreci ba\u015flayabilir. \u00d6zetle makro veri ve haber ak\u0131\u015f\u0131 anlam\u0131nda yo\u011fun g\u00fcndemde bekle g\u00f6r moduyla sakin seyrin hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te ekonomik veriler ve jeopolitik geli\u015fmeler piyasalar\u0131n ana g\u00fcndemini olu\u015fturdu. Japonya\u2019da Kas\u0131m ay\u0131 hanehalk\u0131 harcamalar\u0131 ayl\u0131k bazda y\u00fczde 6,2 artarak beklentilerin (y\u00fczde 2,7) ve \u00f6nceki d\u00f6nemin (-y\u00fczde 3,5) belirgin \u015fekilde \u00fczerinde ger\u00e7ekle\u015fti; bu geli\u015fme i\u00e7 talepte beklenmedik bir toparlanmaya i\u015faret ederken Japon hisse endeksi g\u00fcn\u00fc y\u00fczde 1,39 y\u00fckseli\u015fle tamamlad\u0131. \u00c7in\u2019de Aral\u0131k ay\u0131 T\u00dcFE ayl\u0131k y\u00fczde 0,2 art\u0131\u015f g\u00f6stererek beklentilerin (y\u00fczde 0,1) \u00fczerinde ger\u00e7ekle\u015fti ve \u00f6nceki ay g\u00f6r\u00fclen y\u00fczde -0,1\u2019lik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan fiyat bask\u0131lar\u0131nda s\u0131n\u0131rl\u0131 bir toparlanmaya i\u015faret etti.<\/p>\n
Bununla birlikte Pekin y\u00f6netimi, Japonya\u2019n\u0131n ihracat k\u0131s\u0131tlamalar\u0131n\u0131n geri \u00e7ekilmesine y\u00f6nelik talebini reddetti\u011fini a\u00e7\u0131klayarak iki \u00fclke aras\u0131ndaki ticari ve stratejik gerilimin devam edece\u011fi sinyalini verdi. B\u00f6lgesel politika cephesinde G\u00fcney Kore, d\u00f6viz piyasas\u0131n\u0131 Temmuz ay\u0131ndan itibaren g\u00fcn boyu i\u015fleme a\u00e7aca\u011f\u0131n\u0131 duyurdu. Bu ad\u0131m, won piyasas\u0131nda likiditenin art\u0131r\u0131lmas\u0131 ve k\u00fcresel yat\u0131r\u0131mc\u0131 eri\u015fiminin g\u00fc\u00e7lendirilmesi a\u00e7\u0131s\u0131ndan \u00f6nemli bir yap\u0131sal d\u00fczenleme olarak de\u011ferlendiriliyor. \u00d6te yandan G\u00fcney Kore Cumhurba\u015fkanl\u0131\u011f\u0131, Devlet Ba\u015fkan\u0131 Lee\u2019nin Japon siyaset\u00e7i Takaichi ile h\u0131zla de\u011fi\u015fen k\u00fcresel siyasi ortamda b\u00f6lgesel bar\u0131\u015f ve istikrar\u0131 ele alaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Avrupa g\u00fcndem, ticaret politikalar\u0131, makroekonomik veriler ve piyasalardaki temkinli seyrin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 bir g\u00f6r\u00fcn\u00fcm sundu. Fransa, AB-MERCOSUR serbest ticaret anla\u015fmas\u0131na kar\u015f\u0131 oy kullanaca\u011f\u0131n\u0131 a\u00e7\u0131klarken, bu tutum \u00f6zellikle tar\u0131m sekt\u00f6r\u00fc ve i\u00e7 siyasi dinamikler nedeniyle AB\u2019nin d\u0131\u015f ticaret politikalar\u0131nda ayr\u0131\u015fman\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti ve anla\u015fman\u0131n onay s\u00fcrecine ili\u015fkin belirsizlikleri art\u0131rd\u0131. Makroekonomik cephede Euro B\u00f6lgesi\u2019nde Kas\u0131m ay\u0131 i\u015fsizlik oran\u0131 y\u00fczde 6,3 ile beklentilerin (y\u00fczde 6,4) alt\u0131nda ger\u00e7ekle\u015fti. Veri, b\u00f6lge genelinde istihdam piyasas\u0131n\u0131n g\u00f6rece dayan\u0131kl\u0131 seyrini korudu\u011funu g\u00f6sterirken, ekonomik yava\u015flamaya ra\u011fmen i\u015fg\u00fcc\u00fc piyasas\u0131nda belirgin bir bozulma olmad\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
Finansal ve hukuki geli\u015fmelerde HSBC, temett\u00fc vergisine ili\u015fkin soru\u015fturmay\u0131 kapatmak amac\u0131yla Fransa\u2019ya 312 milyon dolar \u00f6deme yapmay\u0131 kabul etti. Uzla\u015fma, bankan\u0131n Avrupa\u2019daki d\u00fczenleyici risklerini azalt\u0131rken, bankac\u0131l\u0131k sekt\u00f6r\u00fcnde vergi ve uyum ba\u015fl\u0131klar\u0131n\u0131n \u00f6nemini yeniden g\u00fcndeme ta\u015f\u0131d\u0131. Piyasalarda ise belirsizlikler fiyatlamalara yans\u0131d\u0131. FTSE 100 ve DAX endeksleri g\u00fcn\u00fc yatay kapan\u0131\u015flarla tamamlarken, yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik geli\u015fmeler, ticaret politikalar\u0131 ve makro veriler kar\u015f\u0131s\u0131nda temkinli bir duru\u015f sergiledi\u011fi izlendi. Genel olarak Avrupa\u2019da, g\u00fc\u00e7l\u00fc istihdam verilerine ra\u011fmen siyasi ve d\u00fczenleyici g\u00fcndemin piyasalar \u00fczerinde bask\u0131 olu\u015fturmaya devam etti\u011fi bir tablo \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Emtialar \u00fczerinde jeopolitik etkilerden kaynaklanan yukar\u0131 y\u00f6nl\u00fc hareketin alt\u0131n \u00f6zelinde 4500 dolar seviyesine yakla\u015ft\u0131\u011f\u0131n\u0131 izlerken, Brent petrol i\u00e7in ise piyasada Venezuela etkisinin azalmas\u0131yla beraber y\u00fckseldi\u011fini g\u00f6rsek de 2026 i\u00e7in 50-60 seviyesinde fiyatlamalar\u0131 beklemekteyiz.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Ocak (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, ABD piyasalar\u0131nda yeni g\u00fcn i\u00e7in odak noktas\u0131n\u0131n Fed faiz indirim beklentilerini \u015fekillendirecek tar\u0131m d\u0131\u015f\u0131 istihdam verisi olaca\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":31207,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-31206","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31206","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=31206"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31206\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/31207"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=31206"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=31206"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=31206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"