Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST-100 endeksinin, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcne; 29,84 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015funlar ifade edildi:<\/p>\n
\u201cG\u00fcn i\u00e7erisinde al\u0131mlar\u0131n h\u0131zlanmas\u0131yla 12.668,52 puan ile t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesi yenilendi. Seans\u0131n sonunu da, y\u00fczde 1,70 oran\u0131ndaki y\u00fckseli\u015fle ayn\u0131 puandan(12.668,52) yeni bir kapan\u0131\u015f rekoru k\u0131rarak noktalad\u0131k. Endeksin i\u015flem hacmi; \u00f6nceki g\u00fcnk\u00fc 175,9 milyar TL d\u00fczeyinden, 24 Ekim 2025\u2019den bu yana en y\u00fcksek seviye olan 194,3 milyar TL\u2019ye y\u00fckseldi. Puan baz\u0131nda endekse en fazla pozitif etki eden \u015firket hisseleri; 27,66 puan ile BIMAS, 24,11 puan ile ASELS ve 11,28 puan ile CCOLA oldu.<\/p>\n
Cuma g\u00fcn\u00fc, yurt i\u00e7i ekonomik takvimde; TCMB taraf\u0131ndan yay\u0131mlanan Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nin sonu\u00e7lar\u0131n\u0131 izledik. Ankette; Ocak ay\u0131 T\u00dcFE beklentisi y\u00fczde 3,76 olurken, y\u0131l sonu senelik T\u00dcFE beklentisi ise bir \u00f6nceki anketteki y\u00fczde 23,35 d\u00fczeyinden y\u00fczde 23,23 seviyesine revize edildi. Kat\u0131l\u0131mc\u0131lar\u0131n, 22 Ocak\u2019taki ilk PPK toplant\u0131s\u0131nda politika faizi karar\u0131 i\u00e7in \u00f6ng\u00f6r\u00fcleri ise 150 baz puanl\u0131k indirim y\u00f6n\u00fcnde oldu.<\/p>\n
K\u00fcresel ekonomik takvimde, ge\u00e7ti\u011fimiz haftan\u0131n son i\u015flem g\u00fcn\u00fcnde; Almanya ve ABD\u2019den gelen veriler takibimizdeydi. Almanya\u2019n\u0131n Aral\u0131k ay\u0131 T\u00dcFE verisi; y\u0131ll\u0131k bazda \u00f6nc\u00fc veriye paralel \u015fekilde y\u00fczde 1,8 seviyesine gerileyerek, 2024 Eyl\u00fcl ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesinde ger\u00e7ekle\u015fti. ABD\u2019nin Aral\u0131k ay\u0131 Sanayi \u00dcretimi ve Kapasite Kullan\u0131m Oran\u0131 datalar\u0131 ise; tahminlerin \u00fczerinde geldi.<\/p>\n
Global haber ak\u0131\u015flar\u0131 taraf\u0131nda; jeopolitik g\u00fcndem \u00f6n planda kalmaya devam etti. \u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu\u2019nun, ABD Ba\u015fkan\u0131 Donald Trump ile iki g\u00fcn \u00f6nce yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede; \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131n\u0131n ertelenmesini talep etti\u011fine dair New York Times gazetesinde \u00e7\u0131kan haber, risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan umutlar\u0131 art\u0131rd\u0131. Ancak, \u00f6nceki ak\u015fam Beyaz Saray\u2019dan gelen: \u2018\u2019\u0130ran i\u00e7in t\u00fcm se\u00e7enekler masada\u2019\u2019 s\u00f6ylemi nedeniyle, olas\u0131 hafta sonu riskleri a\u00e7\u0131s\u0131ndan bu konu g\u00fcndemde kalmaya devam etti.<\/p>\n
Di\u011fer yandan, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n ge\u00e7ti\u011fimiz g\u00fcnlerde yapt\u0131\u011f\u0131: \u201cBar\u0131\u015f plan\u0131n\u0131 imzalamaya Ukrayna, Rusya\u2019dan daha az haz\u0131r\u2019\u2019 y\u00f6n\u00fcndeki a\u00e7\u0131klama da g\u00fcndemde yer bulurken, baz\u0131 Avrupal\u0131 yetkililerden: \u2018\u2019Plan\u0131n Kiev taraf\u0131ndan de\u011fil, Moskova taraf\u0131ndan reddedildi\u011fine\u2019\u2019 ili\u015fkin a\u00e7\u0131klamalar geldi. Jeopolitik riskler taraf\u0131nda ayr\u0131ca, Trump\u2019\u0131n bask\u0131s\u0131 ile Gr\u00f6nland cephesindeki belirsizlikler devam ederken; Gr\u00f6nland\u2019\u0131n ABD kontrol\u00fcne ge\u00e7mesi ihtimaline kar\u015f\u0131 Fransa, \u0130sve\u00e7, Almanya ve Britanya\u2019n\u0131n ba\u015f\u0131 \u00e7ekti\u011fi Avrupa \u00fclkelerinin adaya ke\u015fif amac\u0131yla asker g\u00f6nderdi\u011fine y\u00f6nelik haberler de dikkat \u00e7ekti.<\/p>\n
Hafta sonunda, ABD Ba\u015fkan\u0131 Donald Trump\u2019tan gelen: Gr\u00f6nland\u2019\u0131n al\u0131nmas\u0131na kar\u015f\u0131 \u00e7\u0131kan \u00fclkelere (Danimarka, Norve\u00e7, \u0130sve\u00e7, Fransa, Almanya, \u0130ngiltere, Hollanda ve Finlandiya'ya) 1 \u015eubat 2026\u2019dan itibaren y\u00fczde 10 ve 1 Haziran 2026\u2019dan itibaren ise y\u00fczde 25 oranlar\u0131nda olmak \u00fczere g\u00fcmr\u00fck vergisi uygulanaca\u011f\u0131na dair a\u00e7\u0131klama gerginli\u011fi t\u0131rmand\u0131rd\u0131. Fransa Cumhurba\u015fkan\u0131 Emmanuel Macron\u2019un: Avrupa Birli\u011fi(AB)\u2019nin daha \u00f6nce hi\u00e7 ba\u015fvurmad\u0131\u011f\u0131 \u2018Zorlama Kar\u015f\u0131t\u0131 Arac\u0131(uygulan\u0131rsa; ABD\u2019nin, AB pazar\u0131na eri\u015fimi durdurulacak)\u2019n\u0131n devreye al\u0131nmas\u0131 \u00f6nerisi ve ard\u0131ndan 8 \u00fclkenin Gr\u00f6nland y\u00f6netimini destekleyen bildiri a\u00e7\u0131klamas\u0131 da, konuya dair di\u011fer \u00f6nemli geli\u015fmelerdi.<\/p>\n
Yeni i\u015flem g\u00fcn\u00fcnde \u015fu an i\u00e7in; ABD ve Avrupa\u2019n\u0131n vadeli endeksleri negatif bir seyir izlerken, Asya-Pasifik borsalar\u0131 da b\u00fcy\u00fck oranda sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm sergiliyor. B\u0130ST100 endeksinin, g\u00fcne \u2018negatif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; Konut Fiyat Endeksi ve K\u0131sa Vadeli D\u0131\u015f Bor\u00e7 \u0130statistikleri takip edilecek.<\/p>\n
Ayr\u0131ca, Suriye\u2019deki i\u00e7 \u00e7at\u0131\u015fmalar\u0131n bitirilmesi i\u00e7in sa\u011flanan ate\u015fkes ve TCMB\/PPK beklentileri gibi konular\u0131 da izleyece\u011fiz. Asya seans\u0131nda \u00c7in(GSY\u0130H B\u00fcy\u00fcme ve Sanayi \u00dcretimi verileri beklentilerin \u00fczerinde art\u0131\u015f kaydetti) ve Japonya(Makine Sipari\u015fleri ve Sanayi \u00dcretimi sert darald\u0131) datalar\u0131n\u0131n takip edildi\u011fi k\u00fcresel ekonomik takvimde ise; ABD piyasalar\u0131n\u0131n tatilde oldu\u011fu g\u00fcnde, Euro B\u00f6lgesinin T\u00dcFE verileri odakta olacak.<\/p>\n
Bununla birlikte; ticaret sava\u015flar\u0131, jeopolitik riskler, Fed Ba\u015fkan\u0131 Powell\u2019a y\u00f6nelik soru\u015fturma ve ABD Y\u00fcksek Mahkemesi\u2019nde g\u00f6r\u00fclmekte olan Trump\u2019\u0131n g\u00fcmr\u00fck tarifelerine ili\u015fkin dava s\u00fcreci gibi kritik ba\u015fl\u0131klara dair geli\u015fmeler de, piyasalarda oynakl\u0131\u011f\u0131n y\u00fcksek seyretmesine neden olabilir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 19 Ocak (Hibya) \u2013 Alnus Yat\u0131r\u0131m, B\u0130ST100 endeksinin, g\u00fcne \u2018negatif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":35074,"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-35073","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\/35073","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=35073"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/35073\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/35074"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=35073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=35073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=35073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"