Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda Asya piyasalar\u0131n\u0131n haftaya g\u00fc\u00e7l\u00fc bir g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmeler yer ald\u0131:<\/p>\n
\u201cMSCI Asia Pacific Index y\u00fczde 1 y\u00fckselerek t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine \u00e7\u0131karken, b\u00f6lge borsalar\u0131n\u0131n bu y\u0131l S&P 500\u2019\u00fc geride b\u0131rakmas\u0131 dikkat \u00e7ekti. G\u00f6rece daha ucuz de\u011ferlemeler ve b\u00f6lgesel b\u00fcy\u00fcme beklentileri, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131 ABD d\u0131\u015f\u0131na kayd\u0131rmas\u0131na neden oluyor. De\u011ferli metaller cephesinde ise Citigroup Inc.\u2019in olumlu g\u00f6r\u00fcn\u00fcm\u00fc sonras\u0131 alt\u0131n ve g\u00fcm\u00fc\u015f, g\u00fcn i\u00e7indeki kay\u0131plar\u0131n\u0131 telafi etti.<\/p>\n
G\u00fcn\u00fcn ana hikayesi Japonya\u2019dan geldi. Ba\u015fbakan Sanae Takaichi\u2019nin erken se\u00e7im ihtimali Japon hisselerinde sert y\u00fckseli\u015flere yol a\u00e7arken, tahvil getirileri y\u00fckseldi ve yen Temmuz 2024\u2019ten bu yana dolar kar\u015f\u0131s\u0131ndaki en zay\u0131f seviyesine geriledi. USD\/JPY paritesi 158,91 seviyesine kadar \u00e7\u0131karak Ocak 2025 diplerinin de \u00fczerine ta\u015f\u0131nd\u0131; bu hareket, daha y\u00fcksek kamu harcamalar\u0131 ve enflasyon beklentilerinin fiyatlanmas\u0131yla ili\u015fkilendiriliyor.<\/p>\n
Buna kar\u015f\u0131n Asya piyasalar\u0131 i\u00e7in k\u0131sa vadede \u00f6nemli risk ba\u015fl\u0131klar\u0131 bulunuyor. ABD enflasyon verileri ve Ba\u015fkan Donald Trump\u2019\u0131n tarifelerine ili\u015fkin Y\u00fcksek Mahkeme\u2019den \u00e7\u0131kabilecek olas\u0131 bir karar, haftan\u0131n kritik g\u00fcndem maddeleri aras\u0131nda.<\/p>\n
Ayr\u0131ca Trump y\u00f6netiminin Fed\u2019e y\u00f6nelik sert s\u00f6ylemleri ve Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n Adalet Bakanl\u0131\u011f\u0131 s\u00fcreciyle g\u00fcndeme gelmesi, ABD\u2019de merkez bankas\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na dair endi\u015feleri art\u0131rarak k\u00fcresel yat\u0131r\u0131mc\u0131y\u0131 alternatif b\u00f6lgelere y\u00f6nlendiriyor. De\u011ferleme taraf\u0131nda Asya\u2019n\u0131n cazibesi korunuyor. Bloomberg verilerine g\u00f6re MSCI Asia Pacific yakla\u015f\u0131k 15 F\/K ile i\u015flem g\u00f6r\u00fcrken, S&P 500 yakla\u015f\u0131k 22, Nasdaq 100 ise 25 F\/K seviyelerinde bulunuyor. Bu fark, k\u00fcresel fonlar\u0131n co\u011frafi \u00e7e\u015fitlendirmeye daha a\u00e7\u0131k hale gelmesini destekliyor.<\/p>\n
ABD cephesinde ise piyasa \u015firket bilan\u00e7olar\u0131 ve enflasyon verilerine odaklanacak. Aral\u0131k ay\u0131 \u00e7ekirdek T\u00dcFE\u2019nin y\u0131ll\u0131k bazda y\u00fczde 2,7\u2019ye y\u00fckselmesi beklenirken, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek bilan\u00e7o sezonunun genel olarak sa\u011fl\u0131kl\u0131 bir tablo sunaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. \u00d6te yandan Trump\u2019\u0131n \u0130ran ile i\u015f yapan \u00fclkelere y\u00fczde 25 tarife uygulanabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 petrol fiyatlar\u0131n\u0131 yukar\u0131 iterken, jeopolitik ba\u015fl\u0131klar\u0131n da risk i\u015ftah\u0131 \u00fczerinde dalgalanma yaratmaya devam etmesi bekleniyor.<\/p>\n
Avrupa hisse senedi piyasalar\u0131 sal\u0131 g\u00fcn\u00fcne pozitif bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131rken, cazip de\u011ferlemeler ile k\u00e2r beklentileri ve b\u00f6lgesel ekonomik b\u00fcy\u00fcmeye y\u00f6nelik iyimserlik endeksleri rekor seviyelere yakla\u015ft\u0131r\u0131yor. Yat\u0131r\u0131mc\u0131lar artan jeopolitik riskler ve Fed\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na ili\u015fkin tart\u0131\u015fmalar\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde geri planda b\u0131rak\u0131rken, yerel piyasa dinamiklerine odaklan\u0131yor. Vadeli i\u015flemlerde Euro Stoxx 50 y\u00fczde 0,3, Stoxx 600 ise y\u00fczde 0,2 y\u00fckselirken, g\u00fcn i\u00e7inde Fransa\u2019n\u0131n b\u00fct\u00e7e dengesi verileri ile T\u00fcrkiye\u2019nin cari denge ve perakende sat\u0131\u015f rakamlar\u0131 takip edilecek. \u015eirket bilan\u00e7olar\u0131 taraf\u0131nda ise bug\u00fcn \u00f6ne \u00e7\u0131kan \u00f6nemli bir a\u00e7\u0131klama bulunmuyor.<\/p>\n
Veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011fu g\u00fcnde kurda d\u00fc\u015f\u00fck volatilitede yatay seyirler etkili oldu. Bug\u00fcn yurt i\u00e7erisinde kas\u0131m ay\u0131na ili\u015fkin cari i\u015flemler dengesi a\u00e7\u0131klanacak olup, beklentimiz 3,1 milyar dolar a\u00e7\u0131k verilmesi y\u00f6n\u00fcnde. ABD taraf\u0131nda ise aral\u0131k ay\u0131na ili\u015fkin enflasyon verileri \u00f6ne \u00e7\u0131kacak olup, ayn\u0131 zamanda yeni konut sat\u0131\u015flar\u0131 ve Federal b\u00fct\u00e7e dengesi verileri a\u00e7\u0131klanacak. ABD enflasyon verisi sonras\u0131 dolar endeksinde volatilite artabilir. Kur \u00fczerine etkisinin ise s\u0131n\u0131rl\u0131 kalmas\u0131n\u0131 bekliyoruz. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,15 civar\u0131nda yatay yak\u0131n g\u00f6r\u00fcn\u00fcm\u00fcne devam ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 13 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Asya piyasalar\u0131n\u0131n haftaya g\u00fc\u00e7l\u00fc bir g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":32752,"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-32751","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\/32751","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=32751"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/32751\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/32752"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=32751"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=32751"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=32751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"