Gedik Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n, ABD enflasyon verilerinin fiyat bask\u0131lar\u0131n\u0131n hafifledi\u011fine i\u015faret etmesi ve yapay zeka temal\u0131 rallinin yeniden g\u00fc\u00e7 kazanmas\u0131yla birlikte artarak devam etti\u011fi belirtildi. Asya borsalar\u0131n\u0131n yeni zirveler g\u00f6rd\u00fc\u011f\u00fc aktar\u0131l\u0131rken; \u00f6zellikle Japonya\u2019da erken se\u00e7im ihtimali hisse senetlerini yukar\u0131 ta\u015f\u0131rken yen Temmuz 2024\u2019ten bu yana en zay\u0131f seviyelerine yak\u0131n seyretti\u011fi vurguland\u0131. De\u011ferlendirmede \u015funlar kaydedildi:<\/p>\n
“G\u00fcney Kore, yapay zeka yat\u0131r\u0131mlar\u0131na duyarl\u0131 yap\u0131s\u0131yla dokuzuncu g\u00fcn \u00fcst \u00fcste y\u00fckselirken, \u00c7in\u2019de marjin oran\u0131n\u0131n y\u00fczde 100\u2019e \u00e7\u0131kar\u0131lmas\u0131 hisselerde geri \u00e7ekilmeye yol a\u00e7t\u0131. Emtia cephesinde de\u011ferli metaller \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc bir tablo \u00f6ne \u00e7\u0131kt\u0131; g\u00fcm\u00fc\u015f 90 dolar\u0131n \u00fczerine \u00e7\u0131karak tarihi bir e\u015fi\u011fi a\u015farken, alt\u0131n ve bak\u0131r rekor tazeledi, kalay da yeni zirveye ula\u015ft\u0131. Kripto taraf\u0131nda Bitcoin iki ay\u0131n en y\u00fcksek seviyesine t\u0131rmand\u0131. Piyasalar bug\u00fcn, ABD Y\u00fcksek Mahkemesi\u2019nin Donald Trump\u2019\u0131n k\u00fcresel tarifelerine ili\u015fkin olas\u0131 karar\u0131n\u0131 izlerken; tarife belirsizli\u011fi ve Federal Rezerv\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na dair endi\u015felere ra\u011fmen, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n \u015firket karlar\u0131n\u0131 destekleyece\u011fi beklentisi k\u00fcresel hisseleri yukar\u0131 ta\u015f\u0131yor. Tahvil piyasas\u0131nda ise Fed\u2019in faiz indirimlerine orta vadede ara verece\u011fi fiyatlan\u0131rken, Japonya\u2019da 5 y\u0131ll\u0131k tahvil faizi 2000\u2019den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131; dolar g\u00fc\u00e7l\u00fc seyrini korudu ve petrol son g\u00fcnlerdeki sert y\u00fckseli\u015fin ard\u0131ndan dengelendi.<\/p>\n
Avrupa borsalar\u0131, \u00f6nceki seansta g\u00f6r\u00fclen rekorlar\u0131n ard\u0131ndan rallinin ivme kaybetti\u011fine i\u015faret ederek \u00c7ar\u015famba g\u00fcn\u00fcne yatay bir a\u00e7\u0131l\u0131\u015fla haz\u0131rlan\u0131yor. ABD enflasyon verilerinin beklentilere paralel gelmesi, Fed\u2019in para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcnde belirgin bir de\u011fi\u015fime yol a\u00e7mazken, piyasalarda temkinli duru\u015f korunuyor. Enerji hisseleri ise \u0130ran\u2019daki artan jeopolitik gerilimler ve olas\u0131 ABD m\u00fcdahalesi ihtimalinin petrol fiyatlar\u0131n\u0131 desteklemesiyle g\u00f6rece g\u00fc\u00e7l\u00fc bir seyir izleyebilir. Avrupa\u2019da bug\u00fcn a\u00e7\u0131klanacak \u00f6nemli bir makro veri veya b\u00fcy\u00fck \u015firket bilan\u00e7osu bulunmamas\u0131 nedeniyle i\u015flem hacimlerinin s\u0131n\u0131rl\u0131 kalmas\u0131 beklenirken, vadeli i\u015flemlerde yataya yak\u0131n bir seyir \u00f6n planda.<\/p>\n
Yurt i\u00e7erisinde cari i\u015flemler dengesi kas\u0131mda 4 milyar dolar ile beklentilerimizin \u00fczerinde a\u00e7\u0131k verdi. Di\u011fer taraftan perakende sat\u0131\u015f hacmi kas\u0131mda ayl\u0131k y\u00fczde 1,5 oran\u0131nda art\u0131\u015f kaydederken, y\u0131ll\u0131k art\u0131\u015f ise y\u00fczde 14,2 olarak ger\u00e7ekle\u015fti. ABD taraf\u0131nda t\u00fcketici enflasyonu aral\u0131kta ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 2,7 ile beklentilere paralel art\u0131\u015f kaydederken, \u00e7ekirdek enflasyon taraf\u0131nda ise ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 2,6 ile beklentilerin alt\u0131nda art\u0131\u015f kaydedildi. ABD\u2019de yeni konut sat\u0131\u015flar\u0131 ekimde 737 bin ile beklentileri a\u015ft\u0131. Verilerin fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, kur taraf\u0131nda yataya yak\u0131n hafif y\u00fckseli\u015f e\u011filimi g\u00f6r\u00fcld\u00fc. Dolar endeksi de s\u0131n\u0131rl\u0131 art\u0131\u015f kaydetti. Bug\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131 sakin. ABD\u2019de ise \u00dcFE ve perakende sat\u0131\u015flar \u00f6n plana \u00e7\u0131kacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,17 civar\u0131nda yatay g\u00f6r\u00fcn\u00fcm sergiliyor.”<\/p>\n
<\/strong> \u0130stanbul, 14 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, g\u00fcm\u00fc\u015f\u00fcn 90 dolar\u0131n \u00fczerine \u00e7\u0131karak tarihi bir e\u015fi\u011fi a\u015ft\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":33260,"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-33259","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\/33259","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=33259"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/33259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/33260"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=33259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=33259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=33259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"