Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda Asya seans\u0131n\u0131n, cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi ve ABD Y\u00fcksek Mahkemesi\u2019nin Trump\u2019\u0131n tarifelerine ili\u015fkin olas\u0131 karar\u0131 \u00f6ncesinde y\u00f6n aray\u0131\u015f\u0131yla dar bir bantta seyretti\u011fi belirtildi. Raporda \u015funlar ifade edildi:<\/p>\n
\u201cMSCI Asya Pasifik Endeksi g\u00fcn i\u00e7inde art\u0131 ve eksi aras\u0131nda gidip gelirken, \u00c7in\u2019in Nvidia\u2019n\u0131n H200 \u00e7ip ithalat\u0131na onay vermeye haz\u0131rlanmas\u0131 Alibaba hisselerinde g\u00fc\u00e7l\u00fc al\u0131mlar\u0131 beraberinde getirdi; buna kar\u015f\u0131l\u0131k Rio Tinto\u2019nun Glencore ile birle\u015fme g\u00f6r\u00fc\u015fmelerini yeniden ba\u015flatmas\u0131 madencilik hisselerinde sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131.<\/p>\n
Avrupa endeks vadeleri g\u00fcne pozitif bir a\u00e7\u0131l\u0131\u015fa i\u015faret ederken ABD vadeli endeksleri yatay kald\u0131. Tahvil piyasas\u0131nda ABD tahvilleri zay\u0131flarken dolar endeksi Kas\u0131m\u2019dan bu yana en g\u00fc\u00e7l\u00fc haftas\u0131na y\u00f6neldi; Trump\u2019\u0131n 200 milyar dolarl\u0131k mortgage tahvili al\u0131m talimat\u0131 ise mortgage k\u00e2\u011f\u0131tlar\u0131nda ve konut finansman\u0131 hisselerinde ralliye yol a\u00e7t\u0131.<\/p>\n
Piyasalar a\u00e7\u0131s\u0131ndan cuma g\u00fcn\u00fc \u00fcst \u00fcste iki b\u00fcy\u00fck risk ba\u015fl\u0131\u011f\u0131 \u00f6ne \u00e7\u0131k\u0131yor: Fed\u2019in faiz patikas\u0131na dair net sinyal verebilecek istihdam verisi ve Trump\u2019\u0131n \u201ckar\u015f\u0131l\u0131kl\u0131 tarifeleri\u201dnin kaderini belirleyebilecek Y\u00fcksek Mahkeme s\u00fcreci. Bloomberg anketine g\u00f6re aral\u0131k ay\u0131nda istihdam art\u0131\u015f\u0131n\u0131n 70 bin ki\u015fiyle s\u0131n\u0131rl\u0131 kalmas\u0131, i\u015fsizli\u011fin ise y\u00fczde 4,5\u2019e gerilemesi beklenirken, para piyasalar\u0131 2026 y\u0131l\u0131 i\u00e7in Fed\u2019den en az iki faiz indirimi fiyatlamaya devam ediyor.<\/p>\n
Emtia cephesinde petrol Venezuela ve \u0130ran geli\u015fmeleriyle y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrken alt\u0131n ve g\u00fcm\u00fc\u015fte s\u0131n\u0131rl\u0131 geri \u00e7ekilme g\u00f6r\u00fcld\u00fc; G\u00fcney Kore wonu ise 24 saatlik d\u00f6viz i\u015flemlerine ge\u00e7ilece\u011fi a\u00e7\u0131klamas\u0131 sonras\u0131 dolar kar\u015f\u0131s\u0131nda zay\u0131flad\u0131. \u00c7in hisseleri h\u0131zlanan enflasyon verisiyle destek bulsa da, art\u0131\u015f\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde g\u0131da fiyatlar\u0131ndan kaynaklanmas\u0131 altta yatan deflasyon bask\u0131lar\u0131na i\u015faret ediyor.<\/p>\n
Kredi piyasalar\u0131nda ise k\u00fcresel yat\u0131r\u0131m yap\u0131labilir \u015firket tahvillerine talep g\u00fc\u00e7l\u00fc seyrini koruyor; haftay\u0131 daralan spreadlerle kapatmaya haz\u0131rlanan piyasa, y\u0131l\u0131n ba\u015f\u0131nda rekor d\u00fczeyde tahvil ihrac\u0131n\u0131 sindirmeye \u00e7al\u0131\u015f\u0131yor. Genel tablo, piyasalar\u0131n k\u0131sa vadede veri ve siyasi kararlar \u00f6ncesinde temkinli, ancak riskten tamamen ka\u00e7\u0131nmayan bir duru\u015f sergiledi\u011fine i\u015faret ediyor.<\/p>\n
Avrupa piyasalar\u0131, iki g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan cuma g\u00fcn\u00fc toparlanma e\u011filimiyle a\u00e7\u0131lmaya haz\u0131rlan\u0131rken risk i\u015ftah\u0131nda s\u0131n\u0131rl\u0131 bir iyile\u015fme g\u00f6r\u00fcl\u00fcyor. Yat\u0131r\u0131mc\u0131lar, Fed\u2019in politika g\u00f6r\u00fcn\u00fcm\u00fcne dair ipu\u00e7lar\u0131 sunmas\u0131 beklenen ABD istihdam raporu \u00f6ncesinde temkinli pozisyon al\u0131rken, Trump d\u00f6neminde uygulanan tarifelere ili\u015fkin olas\u0131 ABD Y\u00fcksek Mahkeme karar\u0131 da yak\u0131ndan izleniyor.<\/p>\n
Avrupa cephesinde Almanya d\u0131\u015f ticaret verileri, Euro B\u00f6lgesi ve \u0130talya perakende sat\u0131\u015flar\u0131 ile Fransa ve \u0130spanya sanayi \u00fcretimi rakamlar\u0131 b\u00f6lgenin ekonomik momentumuna dair sinyal aranan ba\u015fl\u0131ca ba\u015fl\u0131klar olurken, vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endekslerindeki y\u00fckseli\u015f a\u00e7\u0131l\u0131\u015f\u0131n pozitif olaca\u011f\u0131na i\u015faret ediyor.<\/p>\n
Kurda yataya yak\u0131n seyirlerin izlendi\u011fi bir g\u00fcn\u00fc daha geride b\u0131rakt\u0131k. Yurt i\u00e7erisinde TCMB br\u00fct rezervleri ge\u00e7en hafta 193,9 milyar dolardan 189,1 milyar dolara gerilerken, net rezervler ise 79,8 milyar dolardan 76,9 milyar dolara geriledi. Swap hari\u00e7 net rezervler ise ge\u00e7en hafta 67,5 milyar dolardan 62,6 milyar dolara geriledi.<\/p>\n
ABD taraf\u0131nda i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ge\u00e7en hafta 208 bin ile beklentilerin alt\u0131nda art\u0131\u015f kaydederken, d\u0131\u015f ticaret dengesi ise 29,4 milyar dolar a\u00e7\u0131k ile 2009 y\u0131l\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyeye geriledi. Verilerin fiyatlamalara etkisi olmad\u0131. Bug\u00fcn ABD\u2019de istihdam verileri piyasalar\u0131n oda\u011f\u0131nda olacak. Yurt i\u00e7erisinde sanayi \u00fcretim endeksi izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,15 civar\u0131nda s\u0131n\u0131rl\u0131 y\u00fckseli\u015f e\u011filimi g\u00f6steriyor. Dolar endeksi ise 98,93 civar\u0131nda hareket ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Dolar\/TL\u2019nin, bu sabah saat 08:00 itibariyle 43,15 civar\u0131nda s\u0131n\u0131rl\u0131 y\u00fckseli\u015f e\u011filimi g\u00f6sterdi\u011fi, dolar endeksinin ise 98,93 civar\u0131nda hareket etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":31263,"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-31262","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\/31262","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=31262"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31262\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/31263"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=31262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=31262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=31262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"