Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda haftaya belirgin bir riskten ka\u00e7\u0131\u015f e\u011filimiyle ba\u015flan\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n ana g\u00fcndem maddesini Trump y\u00f6netimi ile ABD Merkez Bankas\u0131 (Fed) aras\u0131ndaki gerilimin t\u0131rmanmas\u0131 olu\u015fturdu\u011fu belirtildi.<\/p>\n
Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n, merkez bankas\u0131n\u0131n Washington\u2019daki genel merkez yenileme tadilat\u0131na ili\u015fkin olarak b\u00fcy\u00fck j\u00fcri celbi ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n, Fed\u2019in siyasi bask\u0131 alt\u0131nda kalabilece\u011fi endi\u015felerini g\u00fc\u00e7lendirdi\u011fi aktar\u0131lan raporda \u015funlar kaydedildi:<\/p>\n
\u201cBu geli\u015fme ABD varl\u0131klar\u0131nda sat\u0131\u015flar\u0131 tetiklerken, S&P 500 ve Nasdaq vadeli i\u015flemleri sert d\u00fc\u015f\u00fc\u015fler kaydetti, dolar y\u0131lba\u015f\u0131ndan bu yana en zay\u0131f seanslar\u0131ndan birini ya\u015fad\u0131 ve uzun vadeli ABD tahvil getirileri, gev\u015fek para politikas\u0131 ve enflasyon endi\u015feleriyle y\u00fckseldi. G\u00fcvenli liman aray\u0131\u015f\u0131 alt\u0131n ve \u0130svi\u00e7re frang\u0131na g\u00fc\u00e7l\u00fc al\u0131mlar getirirken, alt\u0131n yeni zirveleri test etti.<\/p>\n
Hisse senedi taraf\u0131nda bankac\u0131l\u0131k ve finansal hizmetler hisseleri \u00f6ne \u00e7\u0131kan kay\u0131plar aras\u0131nda yer ald\u0131. Ba\u015fkan Trump\u2019\u0131n kredi kart\u0131 faizlerine bir y\u0131l s\u00fcreyle y\u00fczde 10 tavan getirme \u00e7a\u011fr\u0131s\u0131, \u00f6zellikle kredi kart\u0131 gelirlerine y\u00fcksek oranda ba\u011f\u0131ml\u0131 bankalar ve \u00f6deme \u015firketleri \u00fczerinde bask\u0131 yaratt\u0131.<\/p>\n
Barclays, Citigroup, American Express ve Capital One gibi isimlerde sert geri \u00e7ekilmeler g\u00f6r\u00fcl\u00fcrken, teknoloji hisseleri de genel riskten ka\u00e7\u0131\u015f havas\u0131ndan olumsuz etkilendi. Buna kar\u015f\u0131n, yakla\u015fan bilan\u00e7o sezonu \u00f6ncesinde baz\u0131 yat\u0131r\u0131mc\u0131lar g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fc y\u0131l\u0131n ilerleyen d\u00f6nemlerinde yeniden destekleyebilece\u011fini de\u011ferlendiriyor; \u00f6zellikle yat\u0131r\u0131m bankac\u0131l\u0131\u011f\u0131 ve birle\u015fme\u2013sat\u0131n alma gelirlerinin 2026 g\u00f6r\u00fcn\u00fcm\u00fcne katk\u0131 sa\u011flamas\u0131 bekleniyor.<\/p>\n
Emtia piyasalar\u0131nda ise jeopolitik riskler fiyatlamalar \u00fczerinde etkili olmaya devam etti. \u0130ran\u2019daki protestolar\u0131n \u00fc\u00e7\u00fcnc\u00fc haftaya girmesi ve olas\u0131 arz kesintilerine y\u00f6nelik endi\u015feler, Brent ve WTI petrol fiyatlar\u0131n\u0131n son iki g\u00fcn\u00fcn g\u00fc\u00e7l\u00fc kazan\u0131mlar\u0131n\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde korumas\u0131n\u0131 sa\u011flad\u0131. Avrupa cephesinde Fed\u2019e ili\u015fkin belirsizlikler ve Orta Do\u011fu\u2019daki gerilimler nedeniyle temkinli bir seyir izlendi; STOXX 50 ve STOXX 600 endeksleri gerilerken, savunma harcamalar\u0131na y\u00f6nelik beklentiler savunma hisselerini destekledi.<\/p>\n
Almanya\u2019da DAX endeksi rekor seviyelere yak\u0131n seyrederken Rheinmetall, Hensoldt ve Renk gibi savunma \u015firketleri \u00f6ne \u00e7\u0131kt\u0131. Genel olarak piyasalar, para politikas\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na y\u00f6nelik riskler, jeopolitik gerilimler ve yakla\u015fan bilan\u00e7o sezonunun yarataca\u011f\u0131 oynakl\u0131k aras\u0131nda y\u00f6n aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 12 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, emtia piyasalar\u0131nda jeopolitik risklerin fiyatlamalar \u00fczerinde etkili olmaya devam etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":32394,"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-32393","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\/32393","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=32393"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/32393\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/32394"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=32393"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=32393"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=32393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"