Marba\u015f Menkul De\u011ferler'in raporunda, Ocak ay\u0131ndaki g\u00fc\u00e7l\u00fc seyrin s\u00fcrd\u00fc\u011f\u00fcn\u00fc, hisse bazl\u0131 hareketlerin ise devam\u0131n\u0131n izlendi\u011fi belirtildi. Yeni g\u00fcnde makro veri olarak zay\u0131f takvim s\u00fcrerken momentumun devam\u0131n\u0131n Ocak ay\u0131 boyunca s\u00fcrmesini ve k\u00fcresel piyasalara g\u00f6re pozitif ayr\u0131\u015fman\u0131n devam etmesinin beklendi\u011fi vurgulan\u0131rken \u015fu bilgiler verildi:<\/p>\n
“Ocak ay\u0131nda ger\u00e7ekle\u015fecek PPK i\u00e7in indirim beklentisi 150-200bp aras\u0131nda konsolide olmaya devam ederken, PPK sonras\u0131nda olu\u015facak potansiyel kredi notunda g\u00f6r\u00fcn\u00fcm de\u011fi\u015fikli\u011fi temas\u0131 ana hikayemizi olu\u015fturmaktad\u0131r. Endeks i\u00e7in seans i\u00e7erisinde olas\u0131 geri \u00e7ekilmelerin sa\u011fl\u0131kl\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrken destek seviyesi olarak s\u0131ras\u0131yla 12.180 ve 12.000 b\u00f6lgesini izlerken, diren\u00e7 seviyesi olarak 12.800 band\u0131n\u0131 takip etmekteyiz.<\/p>\n
ABD piyasalar\u0131n\u0131n d\u00fcn haftan\u0131n en \u00f6nemli makro verisi olan enflasyonun g\u00f6rece \u0131l\u0131ml\u0131 geldi\u011fini ve FED\u2019in faiz indirimlerini destekleyici nitelikte olsa da ilk indirim beklenti tarihi olan Nisan ay\u0131nda indirim ihtimalinin son iki haftadaki geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda y\u00fczde 60\u2019lardan y\u00fczde 40\u2019lara geriledi\u011fini g\u00f6rmekteyiz. G\u00fcn i\u00e7erisinde ise T\u00dcFE verisinin ard\u0131ndan \u00dcFE verisini takip edece\u011fiz. ABD\u2019de bilan\u00e7o sezonu JPMorgan ile beraber a\u00e7\u0131ld\u0131. Bilan\u00e7oya bakt\u0131\u011f\u0131m\u0131zda bankac\u0131l\u0131k karl\u0131l\u0131\u011f\u0131n\u0131n beklentinin alt\u0131nda kalmas\u0131yla beraber endeksin genelinde sat\u0131c\u0131l\u0131 seyrin h\u00e2kim oldu\u011funu izlemekteyiz. Trump\u2019\u0131n kredi kart\u0131 faiz oranlar\u0131na y\u00fczde 10\u2019luk bir y\u0131ll\u0131k tavan getirme plan\u0131yla beraber Visa ve Mastercard\u2019da d\u00fc\u015f\u00fc\u015flerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlemekteyiz. \u00d6zetle ABD\u2019de makro veri yo\u011fun takvime ek olarak jeopolitik riskler, bankac\u0131l\u0131k sekt\u00f6r\u00fcnde karl\u0131l\u0131k bozulmas\u0131 ve Powell\u2019a y\u00f6nelik soru\u015fturma ile beraber risk i\u015ftah\u0131nda zay\u0131fl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda Japonya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif bir g\u00f6r\u00fcn\u00fcm izlendi; Nikkei endeksi y\u00fczde 1,15 y\u00fckselirken, Japonya\u2019n\u0131n 30 y\u0131ll\u0131k devlet tahvili faizi 3,5 baz puan art\u0131\u015fla y\u00fczde 3,515\u2019e \u00e7\u0131kt\u0131. Japonya cephesinde siyasi g\u00fcndem de \u00f6ne \u00e7\u0131kt\u0131; Ba\u015fbakan Takaichi\u2019nin 8 \u015eubat\u2019ta erken se\u00e7im ihtimalini de\u011ferlendirdi\u011fi belirtilirken, \u00fclke yetkilileri di\u011fer merkez bankalar\u0131n\u0131n Fed Ba\u015fkan\u0131 Powell\u2019a destek a\u00e7\u0131klamalar\u0131na ili\u015fkin yorum yapmaktan ka\u00e7\u0131nd\u0131. \u00c7in taraf\u0131nda makro veriler g\u00fc\u00e7l\u00fc seyrin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti; Aral\u0131k ay\u0131 d\u0131\u015f ticaret dengesi 114,10 milyar dolar fazla vererek beklentilerin \u00fczerinde ger\u00e7ekle\u015fti ve \u00c7in, Trump\u2019\u0131n g\u00fcmr\u00fck vergilerine ra\u011fmen 2025 y\u0131l\u0131n\u0131 rekor seviyede, trilyon dolarl\u0131k d\u0131\u015f ticaret fazlas\u0131yla kapatt\u0131. \u00d6te yandan \u00c7in h\u00fck\u00fcmeti, teknoloji alan\u0131nda daha temkinli bir duru\u015f sergileyerek Nvidia\u2019n\u0131n H200 yapay zeka \u00e7iplerinin sat\u0131n al\u0131m\u0131na yaln\u0131zca \u00fcniversite ara\u015ft\u0131rmalar\u0131 gibi \u00f6zel durumlarda izin verilece\u011fini bildirdi. B\u00f6lgesel jeopolitik riskler de g\u00fcndemde kalmaya devam etti; \u0130ran\u2019\u0131n ABD\u2019yi askeri m\u00fcdahale i\u00e7in yeni bir gerek\u00e7e yaratmakla su\u00e7lamas\u0131, \u00c7in, Japonya ve genel Asya-Pasifik g\u00fcvenlik dengeleri a\u00e7\u0131s\u0131ndan yak\u0131ndan izleniyor.<\/p>\n
Avrupa piyasalar\u0131nda temkinli ve kar\u0131\u015f\u0131k bir seyir izlerken, jeopolitik ve siyasi ba\u015fl\u0131klar \u00f6n plana \u00e7\u0131kt\u0131. Avrupa borsalar\u0131 Almanya hari\u00e7 d\u00fc\u015f\u00fc\u015fle kapan\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n k\u00fcresel belirsizlikler ve jeopolitik riskler nedeniyle risk i\u015ftah\u0131n\u0131n zay\u0131f kald\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. G\u00fcvenlik cephesinde tansiyon y\u00fckseldi; \u00e7ok say\u0131da Avrupa \u00fclkesi \u0130ranl\u0131 b\u00fcy\u00fckel\u00e7ileri isti\u015fareye \u00e7a\u011f\u0131r\u0131rken, \u0130ran\u2019\u0131n ABD\u2019yi askeri m\u00fcdahale i\u00e7in yeni bir gerek\u00e7e yaratmakla su\u00e7lamas\u0131 Avrupa ba\u015fkentlerinde de yak\u0131ndan izleniyor. Jeopolitik tart\u0131\u015fmalar Kuzey Atlantik\u2019e de ta\u015f\u0131nd\u0131; Gr\u00f6nland Ba\u015fbakan\u0131 Nielsen, \u201cDanimarka Krall\u0131\u011f\u0131\u2019n\u0131n bir par\u00e7as\u0131y\u0131z ve sat\u0131l\u0131k de\u011filiz\u201d a\u00e7\u0131klamas\u0131yla, ABD\u2019den gelen olas\u0131 jeopolitik s\u00f6ylemlere net bir yan\u0131t verdi. \u00d6te yandan Avrupa\u2019da savunma politikalar\u0131 ve askeri kapasite tart\u0131\u015fmalar\u0131 yeniden g\u00fcndeme gelirken, \u00f6zellikle Almanya\u2019n\u0131n artan savunma harcamalar\u0131 k\u0131ta genelinde dikkatle takip ediliyor. Genel g\u00f6r\u00fcn\u00fcmde Avrupa g\u00fcndemi, zay\u0131f piyasa performans\u0131 ile birlikte jeopolitik risklerin ve egemenlik tart\u0131\u015fmalar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 bir tabloya i\u015faret ediyor.<\/p>\n
Emtialar \u00fczerinde jeopolitik etkilerden kaynaklanan yukar\u0131 y\u00f6nl\u00fc hareketin Alt\u0131n \u00f6zelinde devam\u0131n\u0131 izlerken, rekor seviyelerde fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. Brent petrolde k\u0131sa vadeli yukar\u0131 y\u00f6nl\u00fc hareketler g\u00f6rsek de etkinin s\u0131n\u0131rl\u0131 olaca\u011f\u0131n\u0131 ve fiyatlaman\u0131n kal\u0131c\u0131 olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri bulunmamaktad\u0131r.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019den gelecek \u00dcretici Fiyat Endeksi, Perakende Sat\u0131\u015flar ve \u0130kinci el Konut Sat\u0131\u015flar\u0131 verisini takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 14 Ocak (Hibya) – Marba\u015f Menkul De\u011ferler, alt\u0131nda, rekor seviyelerde fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":33194,"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-33193","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\/33193","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=33193"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/33193\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/33194"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=33193"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=33193"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=33193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"