Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda haftan\u0131n son i\u015flem g\u00fcn\u00fc fiyatlamalar\u0131n, ABD\u2019den gelecek kritik tar\u0131m d\u0131\u015f\u0131 istihdam verisi ve Trump d\u00f6neminde uygulanan tarifelere ili\u015fkin olas\u0131 Y\u00fcksek Mahkeme karar\u0131 \u00f6ncesinde temkinli ama y\u00f6n arayan bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi belirtildi.<\/p>\n
Dolar ve ABD tahvil faizleri, istihdam verisinin g\u00fc\u00e7l\u00fc gelerek Fed\u2019in yak\u0131n vadeli faiz indirimi ihtimalini daha da zay\u0131flatabilece\u011fi beklentisiyle y\u00fckselirken, ABD vadeli endekslerinin, dalgal\u0131 ve s\u0131n\u0131rl\u0131 hareketlerle bekleme modunda kald\u0131\u011f\u0131 aktar\u0131lan raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cEuro ise hem g\u00fc\u00e7l\u00fc dolar hem de Euro B\u00f6lgesi\u2019nde enflasyonun ECB hedefi etraf\u0131nda yumu\u015famas\u0131 nedeniyle 1,165 seviyesine kadar gerileyerek bask\u0131 alt\u0131nda kal\u0131rken, piyasalar ECB\u2019den uzun s\u00fcreli bir faiz sabitli\u011fi fiyatlamaya devam ediyor.<\/p>\n
Avrupa hisse piyasalar\u0131 ise k\u00fcresel belirsizliklere ra\u011fmen pozitif ayr\u0131\u015farak yeni rekorlara y\u00f6neldi; \u00f6zellikle madencilik sekt\u00f6r\u00fcnde Glencore\u2019un Rio Tinto ile yeniden g\u00fcndeme gelen birle\u015fme g\u00f6r\u00fc\u015fmeleri sert fiyat hareketlerine yol a\u00e7t\u0131.<\/p>\n
Glencore hisseleri g\u00fc\u00e7l\u00fc y\u00fckselirken Rio Tinto\u2019da sat\u0131\u015flar g\u00f6r\u00fclmesi, yat\u0131r\u0131mc\u0131lar\u0131n olas\u0131 sat\u0131n alma ko\u015fullar\u0131n\u0131 ve bilan\u00e7o etkilerini yeniden de\u011ferlendirdi\u011fine i\u015faret etti. Teknoloji taraf\u0131nda ASML \u00f6nc\u00fcl\u00fc\u011f\u00fcnde gelen al\u0131mlar endeksleri desteklerken, zay\u0131f \u015firket haberleri perakende hisselerinde bask\u0131 yaratt\u0131.<\/p>\n
Makro cephede piyasalar, aral\u0131k ay\u0131 istihdam verisinin ABD ekonomisinde istihdam taraf\u0131ndaki dayan\u0131kl\u0131l\u0131\u011f\u0131 teyit edip etmeyece\u011fini yak\u0131ndan izliyor; beklentiler s\u0131n\u0131rl\u0131 ama pozitif bir istihdam art\u0131\u015f\u0131na ve i\u015fsizlik oran\u0131nda hafif gerilemeye i\u015faret ediyor. Bu tablo, Fed\u2019in 2026 y\u0131l\u0131 i\u00e7inde faiz indirimlerine gitmesi beklentisini korurken, ilk indirimin zamanlamas\u0131na dair belirsizli\u011fi canl\u0131 tutuyor. Jeopolitik tarafta \u0130ran ve Venezuela kaynakl\u0131 riskler petrol fiyatlar\u0131n\u0131 desteklerken, Trump\u2019\u0131n mortgage tahvilleri \u00fczerinden konut piyasas\u0131na m\u00fcdahale sinyalleri ABD\u2019de mortgage k\u00e2\u011f\u0131tlar\u0131 ve konut finansman\u0131 hisselerine al\u0131m getirdi.<\/p>\n
Genel olarak piyasalar, g\u00fc\u00e7l\u00fc y\u0131l ba\u015flang\u0131c\u0131n\u0131n ard\u0131ndan k\u0131sa vadede veri ve siyasi kararlar\u0131n netle\u015fmesini bekleyen, oynak ama tamamen riskten ka\u00e7mayan bir denge aray\u0131\u015f\u0131 i\u00e7inde g\u00f6r\u00fcn\u00fcyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Avrupa hisse piyasalar\u0131n\u0131n k\u00fcresel belirsizliklere ra\u011fmen pozitif ayr\u0131\u015farak yeni rekorlara y\u00f6neldi\u011fini, \u00f6zellikle madencilik sekt\u00f6r\u00fcnde Glencore\u2019un Rio Tinto ile yeniden g\u00fcndeme gelen birle\u015fme g\u00f6r\u00fc\u015fmelerinin sert fiyat hareketlerine yol a\u00e7t\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":31439,"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-31438","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\/31438","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=31438"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31438\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/31439"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=31438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=31438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=31438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"