Marba\u015f Menkul De\u011ferlerin raporunda “\u0130\u00e7 tarafta Ocak ba\u015f\u0131ndan bug\u00fcne gelen y\u00fckseli\u015f hareketinin sonras\u0131nda kar sat\u0131\u015flar\u0131n\u0131 takip ettik. Geri \u00e7ekilmenin sa\u011fl\u0131kl\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrken s\u0131ras\u0131yla 12.180 ve 12.000 destek b\u00f6lgesini a\u015fa\u011f\u0131da takip etmekteyiz.” ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Jeopolitik anlamda olu\u015fan tansiyon art\u0131\u015f\u0131 ve \u0130ran\u2019daki de\u011fi\u015fimin ve ABD\u2019nin tutumunun k\u00fcresel piyasalarda negatif etkisini izlesek de i\u00e7 tarafta korelasyonun zay\u0131f oldu\u011funu fakat ABD\u2019nin \u0130ran\u2019a y\u00f6nelik olas\u0131 operasyonundan \u015fimdilik vazge\u00e7ebilece\u011fi sinyali olumlu olsa da ihtimalin ger\u00e7ekle\u015fmesi ise b\u00f6lgesel tansiyonu artt\u0131raca\u011f\u0131 i\u00e7in i\u00e7 tarafa da sirayet etme olas\u0131l\u0131\u011f\u0131n\u0131n bulundu\u011funu d\u00fc\u015f\u00fcnsek de faiz indirimi, k\u00e2rl\u0131l\u0131kta iyile\u015fme ve olas\u0131 kredi notu g\u00fcncellemesi ana temas\u0131n\u0131n bizler i\u00e7in hala g\u00fc\u00e7l\u00fc bir \u015fekilde devam etti\u011fini g\u00f6rmekteyiz. Yeni g\u00fcnde ise makro veri anlam\u0131nda s\u0131n\u0131rl\u0131 takvimi izlerken, her hafta Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanan haftal\u0131k istatistikleri takip edece\u011fiz.<\/p>\n
ABD piyasalar\u0131n\u0131n bu y\u0131l i\u00e7in art arda iki g\u00fcnl\u00fck kayb\u0131n\u0131n ard\u0131ndan \u00c7ar\u015famba g\u00fcn\u00fc hafif sat\u0131\u015flar oldu\u011funu izledik. \u00c7ar\u015famba g\u00fcn\u00fc olu\u015fan d\u00fc\u015f\u00fc\u015f\u00fcn akt\u00f6r\u00fc olarak teknoloji hisselerini g\u00f6r\u00fcrken, NVDIA\u2019da ABD\u2019nin \u00c7in\u2019e y\u00f6nelik \u00e7ip ihracat\u0131na olumlu g\u00f6r\u00fc\u015f vermesine ra\u011fmen se\u00e7ili yar\u0131 iletken ithalat\u0131na y\u00fczde 25 g\u00fcmr\u00fck vergisi gelece\u011fi haberiyle beraber sat\u0131\u015flar olu\u015ftu\u011funu izlemekteyiz. G\u00fcncel geli\u015fmelere ek olarak ise jeopolitik tansiyonun artarak devam etti\u011fini ve risklerin temelini \u0130ran ve Gr\u00f6nland konular\u0131n\u0131n olu\u015fturdu\u011funu g\u00f6rmekteyiz.
\nPer\u015fembe g\u00fcn\u00fc \u00f6zelinde Haftal\u0131k \u0130\u015fsizlik Maa\u015f\u0131 Ba\u015fvurular\u0131n\u0131 takip ederken bankac\u0131l\u0131k hisselerinden Goldman Sachs, Morgan Stanley ve BlackRock\u2019dan gelecek bilan\u00e7olar\u0131 takip edece\u011fiz.<\/p>\n
Asya-Pasifik\u2019te makroekonomik sinyaller ile jeopolitik geli\u015fmeler birlikte fiyatlan\u0131yor. Japonya\u2019da Aral\u0131k ay\u0131 \u015firket mallar\u0131 fiyatlar\u0131 endeksi (CGPI) y\u0131ll\u0131k bazda y\u00fczde 2,4 ile beklentiye paralel ger\u00e7ekle\u015firken, \u00f6nceki ayki y\u00fczde 2,7 seviyesinden gerileyerek \u00fclkede toptan e\u015fya enflasyonunun yava\u015flad\u0131\u011f\u0131na i\u015faret etti. Bu g\u00f6r\u00fcn\u00fcm maliyet bask\u0131lar\u0131n\u0131n kademeli olarak hafifledi\u011fini g\u00f6sterirken, para politikas\u0131 taraf\u0131nda daha temkinli bir duru\u015fu destekliyor. B\u00f6lgesel para politikalar\u0131nda ise G\u00fcney Kore Merkez Bankas\u0131\u2019n\u0131n faizleri sabit tutmas\u0131, verilen mesajlarla birlikte gev\u015feme d\u00f6ng\u00fcs\u00fcn\u00fcn sona yakla\u015f\u0131ld\u0131\u011f\u0131 alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirdi. Jeopolitik cephede Japonya\u2013Filipinler g\u00fcvenlik anla\u015fmas\u0131 ve G\u00fcney Kore\u2013Japonya i\u015f birli\u011fi zirvesi, b\u00f6lgesel g\u00fcvenlik ve ekonomik dayan\u0131\u015fmay\u0131 art\u0131rma amac\u0131 ta\u015f\u0131rken; buna kar\u015f\u0131l\u0131k \u00c7in\u2013 Japonya aras\u0131nda deniz yetki alanlar\u0131 ve ticaret \u00fczerinden derinle\u015fen gerilim, ekonomik beklentiler \u00fczerinde bask\u0131 yarat\u0131yor. Nitekim Japon \u015firketlerinin yakla\u015f\u0131k \u00fc\u00e7te ikisinin \u00c7in ile ya\u015fanan gerilimin Japon ekonomisine zarar verece\u011fini d\u00fc\u015f\u00fcnmesi, bu risk alg\u0131s\u0131n\u0131n reel sekt\u00f6re net \u015fekilde yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Artan jeopolitik belirsizlik ve para politikas\u0131nda s\u0131k\u0131 duru\u015fun korunaca\u011f\u0131 beklentisiyle B2B yat\u0131r\u0131mc\u0131lar\u0131n alternatif varl\u0131klara y\u00f6nelmesi ve CEO\u2019lar\u0131n b\u00fcy\u00fcmeye temkinli iyimser yakla\u015f\u0131rken riskleri \u00f6n planda tutmas\u0131, sermaye ak\u0131mlar\u0131nda se\u00e7icili\u011fin artt\u0131\u011f\u0131na i\u015faret ediyor. Bu \u00e7er\u00e7evede piyasalarda risk i\u015ftah\u0131 zay\u0131f seyrederken, Nikkei endeksi anl\u0131k olarak y\u00fczde 0,81 d\u00fc\u015f\u00fc\u015fle negatif ayr\u0131\u015f\u0131yor.<\/p>\n
Avrupa cephesinde jeopolitik riskler ve para politikas\u0131 mesajlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. ABD\u2019de Donald Trump\u2019\u0131n, Ukrayna sava\u015f\u0131nda bar\u0131\u015f\u0131n \u00f6n\u00fcndeki ana engel olarak Zelenskiy\u2019i g\u00f6rd\u00fc\u011f\u00fcn\u00fc s\u00f6ylemesi, Avrupa\u2019da Ukrayna dosyas\u0131na ili\u015fkin siyasi belirsizli\u011fi art\u0131r\u0131rken, transatlantik hatta s\u00f6ylem ayr\u0131\u015fmalar\u0131n\u0131 yeniden g\u00fcndeme ta\u015f\u0131d\u0131. Para politikas\u0131 taraf\u0131nda \u0130ngiltere Merkez Bankas\u0131 Ba\u015fkan Yard\u0131mc\u0131s\u0131 Ramsden, faiz indirimleri konusunda piyasa fiyatlamalar\u0131ndan daha temkinli bir duru\u015f sergileyerek, gev\u015femenin h\u0131zl\u0131 olmayaca\u011f\u0131na y\u00f6nelik beklentileri
\ng\u00fc\u00e7lendirdi. Orta Do\u011fu kaynakl\u0131 risk alg\u0131s\u0131 da Avrupa ba\u015fkentlerinde belirginle\u015fiyor. \u0130ngiltere\u2019nin Tahran B\u00fcy\u00fckel\u00e7ili\u011fi\u2019ni ge\u00e7ici olarak kapatmas\u0131 ve \u0130talya\u2019n\u0131n \u0130ran\u2019daki vatanda\u015flar\u0131na \u00fclkeyi terk etmeleri \u00e7a\u011fr\u0131s\u0131 yapmas\u0131, b\u00f6lgedeki g\u00fcvenlik endi\u015felerinin diplomatik ve sivil d\u00fczeye ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Buna paralel olarak \u0130ngiltere\u2019nin Katar\u2019daki askerlerini geri \u00e7ekme karar\u0131, b\u00f6lgesel askeri pozisyonlanmada daha temkinli bir \u00e7izgiye
\ni\u015faret ediyor. Kuzey Avrupa ve NATO cephesinde ise Gr\u00f6nland merkezli tart\u0131\u015fmalar g\u00fcndemde kalmaya devam ediyor. Polonya, Gr\u00f6nland konusunun NATO i\u00e7inde ayr\u0131\u015fmaya yol a\u00e7mamas\u0131 i\u00e7in \u00e7al\u0131\u015faca\u011f\u0131n\u0131 a\u00e7\u0131klarken, Danimarka Savunma Bakan\u0131 Poulsen, ABD\u2019nin Gr\u00f6nland\u2019a olas\u0131 sald\u0131r\u0131s\u0131n\u0131n \u201ctamamen varsay\u0131msal\u201d oldu\u011funu vurgulad\u0131. Buna kar\u015f\u0131n Danimarka\u2019n\u0131n Gr\u00f6nland\u2019daki askeri varl\u0131\u011f\u0131n\u0131 art\u0131rma karar\u0131, b\u00f6lgenin stratejik \u00f6nemine
\ny\u00f6nelik hassasiyetin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ortaya koyuyor.<\/p>\n
Emtialar \u00fczerinde jeopolitik etkilerden kaynaklanan yukar\u0131 y\u00f6nl\u00fc hareketin Alt\u0131n \u00f6zelinde devam\u0131n\u0131 izlerken, rekor seviyelerdeki hafif geri \u00e7ekilmeleri 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 Haftal\u0131k Para ve Banka \u0130statistiklerini takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019den \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131 ve \u00dcretim PMI verilerini takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 15 Ocak (Hibya)- Marba\u015f Menkul De\u011ferler, Avrupa cephesinde jeopolitik riskler ve para politikas\u0131 mesajlar\u0131n\u0131n \u00f6ne \u00e7\u0131k\u0131yor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":33650,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-33649","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/33649","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=33649"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/33649\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/33650"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=33649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=33649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=33649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"