Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta endeksi destekleyebilecek bir kataliz\u00f6r olmay\u0131\u015f\u0131yla birlikte endekste dar bant hareketini takip etmeyi s\u00fcrd\u00fcrd\u00fck.” ifadelerine yer verildi. Rapora g\u00f6re bilan\u00e7o bazl\u0131 iyimser\/k\u00f6t\u00fcmser fiyatlamalar devam ederken endeks d\u00fcn en d\u00fc\u015f\u00fck 10824,57 en y\u00fcksek 10945,97\u2019yi g\u00f6rerek y\u00fczde 0,31 d\u00fc\u015f\u00fc\u015fle 10837,3\u2019ten g\u00fcn\u00fc kapatt\u0131.\u00a0<\/p>\n
Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“3 Kas\u0131m kritik bir g\u00fcn haline geldi. Hem enflasyon verisi a\u00e7\u0131klanacak hem de Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n a\u00e7\u0131klamalar\u0131 yak\u0131ndan takip edilecek. Enflasyon \u00f6zelinde beklentimiz y\u00fczde 2,88 oldu\u011funu 24 Ekim g\u00fcn\u00fc sizlerle payla\u015fm\u0131\u015ft\u0131k. Yeni g\u00fcnde TR-VIX 20 baz puan CDS 2 puan geriledi. Bu do\u011frultuda bilan\u00e7o bazl\u0131 i\u015ftah kazan\u0131mlar\u0131na ikincil bir \u015fok olmad\u0131k\u00e7a 10550-11000 band\u0131nda devam edebiliriz.<\/p>\n
3.\u00e7eyrek finansallar\u0131nda yar\u0131ya geldik. K\u0131saca \u00f6zetlemek gerekirse AHSGY(olumlu), AKCNS (s\u0131n\u0131rl\u0131 olumlu), AKFGY(n\u00f6tr), ATAKP(n\u00f6tr), AVPGY(olumlu), BEGYO(n\u00f6tr), BRISA(s\u0131n\u0131rl\u0131 olumlu), BIGCH(olumlu), CGCAM(olumlu), DESPC(olumlu), DMSAS (s\u0131n\u0131rl\u0131 olumlu), ECILC(olumlu), ECZYT(olumlu), EGEPO(n\u00f6tr), ENJSA(olumlu), GLCVY(olumlu), GUNDG (olumsuz),ISGYO (n\u00f6tr), KBORU(n\u00f6tr), KLYPV(olumlu), KOPOL(n\u00f6tr), KRGYO(n\u00f6tr), LIDER(s\u0131n\u0131rl\u0131 olumlu), LMKDC(olumlu), MACKO(olumlu), MAKIM (s\u0131n\u0131rl\u0131 olumlu), SURGY (n\u00f6tr), TABGD(olumlu), TARKM(s\u0131n\u0131rl\u0131 olumlu), TKNSA(olumlu), TRCAS(olumlu), TRILC(olumlu), VESBE(olumsuz) diyebiliriz. Detaylar\u0131n\u0131 seans \u00f6ncesi payla\u015f\u0131yor olaca\u011f\u0131z.<\/p>\n
ABD piyasalar\u0131nda beklentiler al\u0131n\u0131r ger\u00e7ekler sat\u0131l\u0131r oda\u011f\u0131yla birlikte iyimser ge\u00e7en \u015ei- Trump g\u00f6r\u00fc\u015fmesi ve 3.\u00e7eyrek finansallar\u0131na dair karma\u015f\u0131k seyirle birlikte teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde genele yay\u0131lacak \u015fekilde sat\u0131c\u0131l\u0131yd\u0131. Goldman Sachs'a g\u00f6re Aral\u0131k'ta FED\u2019in faiz indirimi olas\u0131l\u0131\u011f\u0131 halen olduk\u00e7a y\u00fcksek g\u00f6r\u00fcn\u00fcyor. Kurulu\u015fun raporunda, “Eyl\u00fcl ay\u0131 nokta tahminleri, \u00e7o\u011fu \u00fcyenin faiz indirimini halen temel senaryo olarak g\u00f6rd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. \u0130\u015fg\u00fcc\u00fc piyasas\u0131 verilerinin Aral\u0131k toplant\u0131s\u0131na kadar ciddi bir de\u011fi\u015fiklik g\u00f6stermesi de zor. Ayr\u0131ca FED Ba\u015fkan\u0131 Powell, politika duru\u015funun i\u015fg\u00fcc\u00fc piyasas\u0131ndaki so\u011fumaya katk\u0131da bulundu\u011funu d\u00fc\u015f\u00fcn\u00fcyor” denildi. FED Ba\u015fkan\u0131 Powell d\u00fcnk\u00fc Fed toplant\u0131s\u0131 sonras\u0131nda Aral\u0131k ay\u0131nda bir faiz indirimi karar\u0131n\u0131n kesin olmad\u0131\u011f\u0131n\u0131 belirtmi\u015fti. Yeni g\u00fcnde Apple ve Amazon\u2019dan gelen g\u00fc\u00e7l\u00fc finansallarla birlikte genele yay\u0131lacak \u015fekilde g\u00fc\u00e7l\u00fc al\u0131mlar izliyoruz.<\/p>\n
Asya-Pasifik\u2019te al\u0131m i\u015ftah\u0131 bask\u0131n g\u00f6r\u00fcn\u00fcyor. ABD\u2019den gelen k\u00fcresel i\u015ftah\u0131n yan\u0131 s\u0131ra Japonya\u2019dan enflasyon verisini n\u00f6tr hale getirecek veri seti yay\u0131nlanmas\u0131 do\u011fal olarak i\u015ftah\u0131 genele yayd\u0131. 7 ayd\u0131r daralan PMI veri setiyle \u00c7in ve Hong Kong bir miktar negatif ayr\u0131\u015fsa da a\u011f\u0131rl\u0131k k\u0131tada al\u0131mdan yana diyebiliriz. Pasifik karma\u015f\u0131k \u00dcFE\u2019ye ra\u011fmen al\u0131c\u0131l\u0131 seyrediyor.<\/p>\n
Avrupa\u2019da karma\u015f\u0131k seyir 13.haftaya ta\u015f\u0131nd\u0131. AMB beklendi\u011fi gibi faizleri sabit tuttu. ECB Y\u00f6netim Konseyi, \u00fc\u00e7 ana faiz oran\u0131n\u0131 de\u011fi\u015ftirmeme karar\u0131 ald\u0131. Enflasyonun y\u00fczde 2 olan orta vadeli hedefinin yak\u0131n\u0131nda seyretti\u011fine i\u015faret eden Y\u00f6netim Konseyi, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmesinin genel olarak de\u011fi\u015fmedi\u011fini bildirdi. “K\u00fcresel ortam\u0131n zorlu olmas\u0131na ra\u011fmen ekonomi b\u00fcy\u00fcmeye devam ediyor” diyen Y\u00f6netim Konseyi, G\u00fc\u00e7l\u00fc i\u015fg\u00fcc\u00fc piyasas\u0131, sa\u011flam \u00f6zel sekt\u00f6r bilan\u00e7olar\u0131 ve ge\u00e7mi\u015fte yap\u0131lan faiz indirimleri \u00f6nemli diren\u00e7 kaynaklar\u0131 olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 vurgulad\u0131. Ancak k\u00fcresel ticaret anla\u015fmazl\u0131klar\u0131 ve jeopolitik gerilimler nedeniyle g\u00f6r\u00fcn\u00fcm belirsizli\u011fini korudu\u011funu da ifade etti. Y\u00f6netim Konseyi, enflasyonu orta vadede y\u00fczde 2 hedefine stabil olarak ula\u015ft\u0131rmay\u0131 kararl\u0131l\u0131kla takip edece\u011fini tekrarlarken, “Faiz kararlar\u0131, enflasyon g\u00f6r\u00fcn\u00fcm\u00fc ve \u00e7evresindeki riskler, gelen ekonomik ve finansal veriler ile temel enflasyon dinamikleri dikkate al\u0131narak toplant\u0131 baz\u0131nda belirlenecek; belirli bir faiz yolu \u00f6nceden taahh\u00fct edilmeyecek” dedi. Y\u00f6netim Konseyi a\u00e7\u0131klamas\u0131nda g\u00f6re AMB\u2019nin mevduat faizi y\u00fczde 2, ana refinansman faizi y\u00fczde 2,15 ve marjinal kredi faizi y\u00fczde 2,40 seviyesinde tutuldu. Karar sonras\u0131 yay\u0131nlanan a\u00e7\u0131klamada. “Varl\u0131k al\u0131m program\u0131 (APP) ve pandemi acil al\u0131m program\u0131 (PEPP) portf\u00f6yleri, vadesi gelen menkul k\u0131ymetlerin ana paralar\u0131n\u0131n yeniden yat\u0131r\u0131lmamas\u0131yla \u00f6ng\u00f6r\u00fclebilir bir h\u0131zda azal\u0131yor” ifadelerini kullanan Y\u00f6netim Konseyi, enflasyon hedefi do\u011frultusunda gerekli ara\u00e7lar\u0131 ayarlamaya ve para politikas\u0131 aktar\u0131m\u0131n\u0131n d\u00fczg\u00fcn i\u015fleyi\u015fini korumaya haz\u0131r olduklar\u0131n\u0131 tekrarlad\u0131. AMB ayr\u0131ca, Transmission Protection Instrument, t\u00fcm euro b\u00f6lgesi \u00fclkelerinde para politikas\u0131 aktar\u0131m\u0131n\u0131 tehdit eden d\u00fczensiz piyasa hareketlerine kar\u015f\u0131 kullan\u0131labilece\u011fini belirtti. Yeni g\u00fcnde karma\u015f\u0131k seyir devam ediyor.<\/p>\n
Emtialar \u00f6zelinde sakin seyir s\u00fcr\u00fcyor. Alt\u0131n 4010 dolar, G\u00fcm\u00fc\u015f 48 dolar, Brent Petrol 64 dolardan yatay i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Ekonomik takvim canl\u0131 seyrediyor. \u0130\u00e7 tarafta Eyl\u00fcl ay\u0131 d\u0131\u015f ticaret verilerini alaca\u011f\u0131z. 14\u2019te PPK Tutanaklar\u0131 gelecek. 14:30\u2019da Eyl\u00fcl ay\u0131 Para ve Banka \u0130statistikleri takip edilecek. K\u00fcresel tarafta 13\u2019te \u00f6nc\u00fc Avro B\u00f6lgesi T\u00dcFE gelecek. S\u0131n\u0131rl\u0131 daralma beklenebilir. 15:30\u2019da ABD piyasalar\u0131 i\u00e7in \u00f6nem arz eden PCE veri seti takip edilecek. Geli\u015fme olarak Cumhurba\u015fkan\u0131 Erdo\u011fan, bug\u00fcn 14:30\u2019da TRT World Foruma kat\u0131lacak. TBMM Ba\u015fkan\u0131 Kurtulmu\u015f bug\u00fcn 10\u2019da Plan ve B\u00fct\u00e7e komisyonuna kat\u0131lacak. Ticaret Bakan\u0131 Bolat, bug\u00fcn 10:30\u2019da \u0130svi\u00e7re-T\u00fcrkiye ekonomi forumunun a\u00e7\u0131l\u0131\u015f\u0131na i\u015ftirak edecek. 32.Asya Pasifik Ekonomik \u0130\u015fbirli\u011fi Zirvesi, G\u00fcney Kore\u2019nin Gyeongju \u015fehrinde d\u00fczenlenecek. K\u00fclt\u00fcr ve Turizm Bakan\u0131 Ersoy, 10\u2019da 2025 y\u0131l\u0131 3.\u00e7eyrek turizm verilerini a\u00e7\u0131klayacak.”<\/p>\n
<\/strong> \u0130stanbul, 31 Ekim (Hibya)- Marba\u015f Menkul De\u011ferler, Asya-Pasifik\u2019te al\u0131m i\u015ftah\u0131n\u0131n bask\u0131n g\u00f6r\u00fcn\u00fcyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":3419,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-3418","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\/3418","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=3418"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/3418\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/3419"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=3418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=3418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=3418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"