Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta Ocak ay\u0131 boyunca s\u00fcren pozitif ayr\u0131\u015fman\u0131n temas\u0131n\u0131 olu\u015fturan PPK ve ard\u0131ndan potansiyel kredi g\u00f6r\u00fcn\u00fcm\u00fc de\u011fi\u015fimi haftas\u0131na girildi\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cPPK i\u00e7in indirim beklentisi 150-200 bp aral\u0131\u011f\u0131nda olu\u015furken konsensusun ise 150 bp\u2019da olu\u015ftu\u011funu g\u00f6rmekteyiz. PPK\u2019ya kadar ayr\u0131\u015fman\u0131n s\u00fcrmesini beklerken, endeksin 3 dolar seviyesine yakla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
\u00dczerindeki hareketlerin devam\u0131 ve k\u0131sa vadeli fiyatlama a\u00e7\u0131s\u0131ndan karar metninin detay\u0131n\u0131n \u00f6nemini vurgularken, \u00fczerinde fiyatlamalar i\u00e7in piyasan\u0131n Ocak-\u015eubat enflasyon verisini g\u00f6rmek isteyece\u011fini d\u00fc\u015f\u00fcnsek de ana teman\u0131n g\u00fc\u00e7l\u00fc devam etti\u011fini, orta-uzun vade i\u00e7in ise pozitif g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc korudu\u011fumuzu belirtmek isteriz. Yeni g\u00fcn i\u00e7in ise seans i\u00e7erisinde olu\u015fabilecek potansiyel k\u00e2r sat\u0131\u015flar\u0131n\u0131 sa\u011fl\u0131kl\u0131 kar\u015f\u0131larken, destek seviyesi olarak ise 12.445 ve 12.230 b\u00f6lgesini takip etmekteyiz.<\/p>\n
ABD piyasalar\u0131nda Martin Luther King Jr. G\u00fcn\u00fc nedeniyle tatildir. Asya-Pasifik\u2019te \u00c7in ile Tayvan aras\u0131ndaki jeopolitik gerilim G\u00fcney \u00c7in Denizi\u2019nde yeniden g\u00fcndeme gelirken, \u00c7in\u2019in Tayvan kontrol\u00fcndeki Pratas Adas\u0131\u2019na insans\u0131z hava arac\u0131 g\u00f6ndermesi b\u00f6lgedeki tansiyonu art\u0131rd\u0131. Makroekonomik cephede \u00c7in\u2019de GSY\u0130H y\u0131ll\u0131k bazda y\u00fczde 4,5 ile beklentilere paralel ger\u00e7ekle\u015firken, Aral\u0131k ay\u0131 sanayi \u00fcretimi y\u00fczde 5,2 ile y\u00fczde 5,1\u2019lik beklentinin hafif \u00fczerinde geldi; i\u015fsizlik oran\u0131 ise y\u00fczde 5,1 ile tahminlerin alt\u0131nda kalarak istihdam taraf\u0131nda g\u00f6rece olumlu bir g\u00f6r\u00fcn\u00fcm sundu.<\/p>\n
Bununla birlikte demografik tarafta \u00c7in\u2019de do\u011fum oran\u0131n\u0131n 1949\u2019dan bu yana en d\u00fc\u015f\u00fck seviyeye gerilemesi ve n\u00fcfusun \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc y\u0131l azalmas\u0131, orta-uzun vadeli b\u00fcy\u00fcme dinamiklerine y\u00f6nelik riskleri \u00f6ne \u00e7\u0131kard\u0131. Japonya cephesinde ise Kas\u0131m ay\u0131 sanayi \u00fcretimi ayl\u0131k bazda -y\u00fczde 2,7 ile beklentilerin bir miktar alt\u0131nda kalarak ekonomik aktivitede zay\u0131flamaya i\u015faret ederken, devlet tahvili getirilerindeki y\u00fckseli\u015f piyasalarda para politikas\u0131 ve bor\u00e7lanma maliyetlerine y\u00f6nelik hassasiyetin artt\u0131\u011f\u0131n\u0131 g\u00f6sterdi.<\/p>\n
Avrupa g\u00fcndeminde Avrupa ve transatlantik cephede jeopolitik ve ekonomik tansiyon h\u0131zla y\u00fckselirken, Ukrayna sava\u015f\u0131 ve Gr\u00f6nland merkezli tart\u0131\u015fmalar g\u00fcndemin oda\u011f\u0131nda yer ald\u0131. Ukrayna Devlet Ba\u015fkan\u0131 Zelenskiy, ABD\u2019nin sava\u015f\u0131 \u201cyar\u0131n bitirmek istedi\u011finin a\u00e7\u0131k oldu\u011funu\u201d, Ukrayna\u2019n\u0131n ise \u201cbug\u00fcn bitirmek\u201d istedi\u011fini vurgulayarak bar\u0131\u015f s\u00fcrecine dair zamanlama fark\u0131na dikkat \u00e7ekti. Almanya cephesinde yetkililer, Avrupal\u0131lar\u0131n kendi g\u00fcvenlikleri i\u00e7in daha fazla sorumluluk almaya haz\u0131r olmas\u0131 gerekti\u011fini belirtirken, Ba\u015fbakan Merz ABD\u2019nin kurallara dayal\u0131 uluslararas\u0131 d\u00fczene s\u0131rt \u00e7evirdi\u011fini ifade etti.<\/p>\n
Trump, Gr\u00f6nland konusunda NATO ile g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fct\u00fcld\u00fc\u011f\u00fcn\u00fc s\u00f6ylerken, ABD\u2019nin Gr\u00f6nland\u2019\u0131 almas\u0131na kar\u015f\u0131 \u00e7\u0131kan Avrupa \u00fclkelerine y\u00fczde 10 ek g\u00fcmr\u00fck vergisi uygulanaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu ad\u0131m Avrupa Birli\u011fi\u2019nde sert tepkiyle kar\u015f\u0131land\u0131; Avrupa Parlamentosu yeni tarife karar\u0131n\u0131n ard\u0131ndan AB-ABD ticaret anla\u015fmas\u0131n\u0131 onaylamayaca\u011f\u0131n\u0131 duyururken, AB \u00fcyesi \u00fclkelerin b\u00fcy\u00fckel\u00e7ileri ola\u011fan\u00fcst\u00fc toplant\u0131 karar\u0131 ald\u0131. Danimarka Ba\u015fbakan\u0131 Frederiksen \u201cAvrupa \u015fantaja boyun e\u011fmeyecek\u201d mesaj\u0131n\u0131 verirken, Kanada da Gr\u00f6nland\u2019\u0131n gelece\u011fine yaln\u0131zca Gr\u00f6nland ve Danimarka\u2019n\u0131n karar verebilece\u011fini belirterek Avrupa\u2019ya destek verdi.<\/p>\n
Emtialar \u00fczerinde Trump\u2019\u0131n Gr\u00f6nland\u2019a y\u00f6nelik tutumlar\u0131 dolay\u0131s\u0131yla AB \u00fcyelerine ek y\u00fczde 10 tarife getirmesiyle beraber artan risk i\u015ftah\u0131 sonucu alt\u0131nda momentumun g\u00fc\u00e7l\u00fc devam etti\u011fini izlemekteyiz. 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 Konut Fiyat Endeksi verilerini takip edece\u011fiz. K\u00fcresel tarafta ise Asya b\u00f6lgesinde \u00c7in\u2019den b\u00fcy\u00fcme ve \u00fcretim rakamlar\u0131n\u0131 takip ederken, Japonya\u2019da \u00fcretim verileri g\u00fcn\u00fcn en \u00f6nemli makro g\u00fcndemini olu\u015fturdu.\u201d<\/p>\n
<\/strong> \u0130stanbul, 19 Ocak (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, ekonomik takvimde i\u00e7 tarafta Konut Fiyat Endeksi verisinin takip edilece\u011fini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":35104,"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-35103","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\/35103","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=35103"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/35103\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/35104"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=35103"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=35103"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=35103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"