Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta bankac\u0131l\u0131k endeksi hari\u00e7 havac\u0131l\u0131k \u015firketlerinin de katk\u0131s\u0131yla 12.000 band\u0131n\u0131n \u00fczerindeki seyrin s\u00fcrd\u00fc\u011f\u00fc izlenirken, seans sonuna do\u011fru gelen yabanc\u0131 al\u0131mlar\u0131n\u0131n gelecek seyir a\u00e7\u0131s\u0131ndan \u00f6nemli oldu\u011funun d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201c\u00d6n\u00fcm\u00fczdeki hafta PPK toplant\u0131s\u0131 k\u0131sa vadeli seyir a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken, bilan\u00e7o d\u00f6neminin yakla\u015fmas\u0131yla beraber hisse bazl\u0131 hareketlerin daha \u00e7ok \u00f6n plana \u00e7\u0131kmas\u0131n\u0131 beklemekteyiz. Ocak ay\u0131 boyunca ise pozitif ayr\u0131\u015fman\u0131n s\u00fcrece\u011fini d\u00fc\u015f\u00fcnmekteyiz. Yeni g\u00fcnde kar sat\u0131\u015flar\u0131n\u0131n ard\u0131ndan momentumun yeniden toparlanmas\u0131n\u0131 beklemekteyiz.<\/p>\n
ABD piyasalar\u0131n\u0131n hafta boyu s\u00fcren Powell, FED, jeopolitik geli\u015fmeler, karma\u015f\u0131k makro verilerin ard\u0131ndan teknoloji temal\u0131 hareketin yeniden canland\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Temay\u0131 canland\u0131ran unsur olarak TSMC\u2019nin beklenti \u00fczerinde gelen bilan\u00e7o sonu\u00e7lar\u0131 ve Tavyanl\u0131 \u00e7ip ve teknoloji devlerinin ABD\u2019de \u00fcretim kapasitelerini artt\u0131rmak i\u00e7in 250 milyar dolar yat\u0131r\u0131m taahh\u00fcd\u00fcnde bulunmas\u0131 etkili oldu. Bunlara ek olarak d\u00fcn beklenen bankac\u0131l\u0131k bilan\u00e7olar\u0131ndan Goldman Sachs ve Morgan Stanley\u2019in beklenti \u00fczerinde bilan\u00e7o a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 izlerken bankac\u0131l\u0131k nezdinde yeniden toparlanma g\u00f6rmekteyiz. \u00d6zetle yeni g\u00fcnde makro veri anlam\u0131nda zay\u0131f bir takvim izlerken haber ak\u0131\u015f\u0131 odakl\u0131 toparlanma g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te piyasalar\u0131nda temkinli ve dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor. B\u00f6lge borsalar\u0131, ABDTayvan ticaretine ili\u015fkin geli\u015fmeler ve Wall Street\u2019ten gelen sinyallerin etkisiyle kar\u0131\u015f\u0131k bir performans sergilerken, bu ba\u015fl\u0131klar alt\u0131nda \u00e7ip hisseleri g\u00f6rece g\u00fc\u00e7l\u00fc bir seyir izliyor.<\/p>\n
Japonya cephesinde Maliye Bakan\u0131, yenin a\u015f\u0131r\u0131 hareketlerine kar\u015f\u0131 m\u00fcdahaleye haz\u0131r olduklar\u0131n\u0131 vurgularken, BOJ\u2019un baz\u0131 \u00fcyelerinin faiz art\u0131\u015flar\u0131n\u0131 piyasalar\u0131n bekledi\u011finden daha erken g\u00fcndeme alabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar dikkat \u00e7ekiyor. Ancak piyasa de\u011ferlendirmeleri, olas\u0131 m\u00fcdahalelere ra\u011fmen Japon yeninin kal\u0131c\u0131 bir toparlanma sa\u011flamakta zorlanabilece\u011fine i\u015faret ediyor. Bu g\u00f6r\u00fcn\u00fcm alt\u0131nda Japon hisse senetlerinde s\u0131n\u0131rl\u0131 bask\u0131 g\u00f6r\u00fcl\u00fcrken, Nikkei endeksi \u015fu s\u0131ralar y\u00fczde 0,11 d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\u00c7in taraf\u0131nda ise k\u0131sa vadede geni\u015f kapsaml\u0131 bir parasal gev\u015feme ad\u0131m\u0131 beklenmemesi, b\u00f6lge genelinde risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlayan unsurlardan biri olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Avrupa g\u00fcndeminde son saatlerde jeopolitik, enerji politikas\u0131 ve makroekonomik ba\u015fl\u0131klar \u00f6ne \u00e7\u0131k\u0131yor. Rusya Devlet Ba\u015fkan\u0131 Putin, Avrupa \u00fclkeleriyle ili\u015fkilerin yeniden tesis edilmesine haz\u0131r olduklar\u0131n\u0131 belirtirken, bu a\u00e7\u0131klama Ukrayna sava\u015f\u0131 sonras\u0131 kopan diplomatik hatlara dair s\u0131n\u0131rl\u0131 da olsa bir yumu\u015fama sinyali olarak de\u011ferlendiriliyor.<\/p>\n
Almanya cephesinde Ba\u015fbakan Merz, n\u00fckleer enerjiden vazge\u00e7ilmesini \u201cciddi bir stratejik hata\u201d olarak nitelendirerek enerji g\u00fcvenli\u011fi tart\u0131\u015fmalar\u0131n\u0131 yeniden alevlendirdi. Makro tarafta ise piyasalar, Almanya\u2019da Aral\u0131k ay\u0131 T\u00dcFE verisini takip ediyor; saat 10:00\u2019da a\u00e7\u0131klanacak veri i\u00e7in ayl\u0131k beklenti y\u00fczde 0,0 seviyesinde. Piyasa cephesinde, Avrupa borsalar\u0131 Fransa hari\u00e7 y\u00fckseli\u015fle kapan\u0131rken, risk i\u015ftah\u0131n\u0131n g\u00f6rece korunmas\u0131nda k\u00fcresel hisse senedi piyasalar\u0131ndaki olumlu hava etkili oldu.<\/p>\n
\u00d6te yandan AB\u2019nin hava yolcu haklar\u0131 (EU261) d\u00fczenlemesini s\u0131k\u0131la\u015ft\u0131rma giri\u015fimine havayolu sekt\u00f6r\u00fcnden sert tepkiler gelirken, reg\u00fclasyonlar\u0131n maliyetleri art\u0131raca\u011f\u0131 ve rekabeti zay\u0131flataca\u011f\u0131 y\u00f6n\u00fcndeki endi\u015feler g\u00fcndemdeki yerini koruyor.<\/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.\u201d<\/p>\n
<\/strong> \u0130stanbul, 16 Ocak (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, Asya-Pasifik piyasalar\u0131nda temkinli ve dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":34208,"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-34207","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\/34207","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=34207"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/34207\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/34208"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=34207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=34207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=34207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"