Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda haftaya belirgin bir riskten ka\u00e7\u0131\u015f havas\u0131 ile girilirken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Gr\u00f6nland\u2019\u0131 sat\u0131n alma planlar\u0131na kar\u015f\u0131 \u00e7\u0131kan Avrupa \u00fclkelerine y\u00f6nelik yeni g\u00fcmr\u00fck tarifeleri a\u00e7\u0131klamas\u0131n\u0131n belirsizli\u011fi yeniden art\u0131rd\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmeler yap\u0131ld\u0131:<\/p>\n
\u201cBu geli\u015fme ABD ve Avrupa hisse vadeli endekslerinde sert sat\u0131\u015flara yol a\u00e7arken, yat\u0131r\u0131mc\u0131lar h\u0131zla alt\u0131n ve g\u00fcm\u00fc\u015f gibi g\u00fcvenli limanlara y\u00f6neldi ve her iki de\u011ferli metal de g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerle rekor seviyelere ula\u015ft\u0131. D\u00f6viz piyasas\u0131nda dolar ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda zay\u0131flarken euro kay\u0131plar\u0131n\u0131 telafi ederek toparland\u0131; tahvil cephesinde ise ABD, Almanya ve Fransa tahvil vadeli kontratlar\u0131 talep g\u00f6rse de uzun vadeli faizlerde yukar\u0131 y\u00f6nl\u00fc bask\u0131 dikkat \u00e7ekti.<\/p>\n
Asya piyasalar\u0131 g\u00f6rece daha diren\u00e7li bir tablo \u00e7izerken, yapay zeka yat\u0131r\u0131mlar\u0131 i\u00e7in \u00f6nemli bir g\u00f6sterge olan G\u00fcney Kore borsas\u0131 y\u00fckseldi; \u00c7in\u2019in y\u00fczde 5 b\u00fcy\u00fcme verisi b\u00f6lgeye s\u0131n\u0131rl\u0131 destek sa\u011flasa da \u00c7in hisselerinde dalgal\u0131 seyir devam etti. Avrupa taraf\u0131nda ise tarifelerin kapsam\u0131n\u0131n Danimarka, Almanya, Fransa ve Birle\u015fik Krall\u0131k gibi \u00fclkeleri i\u00e7ermesi, AB\u2013ABD ticaret ili\u015fkilerinde yeni bir gerilim s\u00fcrecine girilebilece\u011fi endi\u015fesini \u00f6ne \u00e7\u0131kard\u0131. Analistler, Trump\u2019\u0131n bu hamlesinin hem k\u00fcresel risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131n\u0131 hem de \u201cticaret sava\u015flar\u0131\u201d temas\u0131n\u0131 yeniden piyasalar\u0131n ana g\u00fcndemine ta\u015f\u0131d\u0131\u011f\u0131n\u0131 belirtirken, k\u0131sa vadede oynakl\u0131\u011f\u0131n y\u00fcksek kalabilece\u011fine ve yat\u0131r\u0131mc\u0131lar\u0131n temkinli duru\u015funu koruyaca\u011f\u0131na dikkat \u00e7ekiyor.<\/p>\n
Avrupa hisse senedi piyasalar\u0131 haftaya sert d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131lmaya haz\u0131rlan\u0131rken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Gr\u00f6nland\u2019\u0131n sat\u0131n al\u0131nmas\u0131n\u0131 zorlamak amac\u0131yla sekiz Avrupa \u00fclkesine yeni g\u00fcmr\u00fck tarifeleri tehdidinde bulunmas\u0131 risk i\u015ftah\u0131n\u0131 ciddi \u015fekilde bask\u0131lad\u0131. NATO \u00fcyesi olan Danimarka, Norve\u00e7, \u0130sve\u00e7, Finlandiya, Almanya, Birle\u015fik Krall\u0131k, Fransa ve Hollanda\u2019n\u0131n plana kar\u015f\u0131 \u00e7\u0131kmas\u0131 nedeniyle 1 \u015eubat\u2019tan itibaren y\u00fczde 10, haziran ay\u0131ndan itibaren ise anla\u015fma sa\u011flanmamas\u0131 halinde y\u00fczde 25\u2019e varan tarifelerle kar\u015f\u0131 kar\u015f\u0131ya kalabilece\u011fi belirtilirken, Avrupa liderleri misilleme se\u00e7eneklerini masaya yat\u0131rd\u0131.<\/p>\n
Bu kapsamda Fransa Cumhurba\u015fkan\u0131 Emmanuel Macron\u2019un, AB\u2019nin en g\u00fc\u00e7l\u00fc ticari kar\u015f\u0131l\u0131k mekanizmalar\u0131ndan biri olan anti-zorlama arac\u0131n\u0131n devreye al\u0131nmas\u0131n\u0131 g\u00fcndeme getirdi\u011fi aktar\u0131l\u0131rken, yat\u0131r\u0131mc\u0131lar artan ticaret sava\u015f\u0131 riskinin b\u00fcy\u00fcme ve \u015firket karl\u0131l\u0131klar\u0131 \u00fczerindeki olas\u0131 etkilerini fiyatlamaya ba\u015flad\u0131. Vadeli i\u015flemlerde Euro Stoxx 50\u2019nin y\u00fczde 1,3 ve Stoxx 600\u2019\u00fcn y\u00fczde 1 gerilemesi, Avrupa piyasalar\u0131nda haftaya y\u00fcksek oynakl\u0131k ve temkinli bir g\u00f6r\u00fcn\u00fcmle girilece\u011fine i\u015faret ediyor.<\/p>\n
Yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde yurt i\u00e7inde \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmazken, bu hafta TCMB\u2019nin faiz karar\u0131 yak\u0131ndan takip edilecektir. Piyasa beklentileri ve bizim tahminimiz, TCMB\u2019nin 2026 y\u0131l\u0131n\u0131n ilk toplant\u0131s\u0131nda 150 baz puan indirime gidebilece\u011fi y\u00f6n\u00fcnde \u015fekilleniyor. Bug\u00fcn ABD\u2019de piyasalar tatil nedeniyle kapal\u0131 olacakt\u0131r. Bununla birlikte hafta i\u00e7erisinde ABD taraf\u0131nda b\u00fcy\u00fcme, ki\u015fisel t\u00fcketim harcamalar\u0131, \u00f6nc\u00fc PMI rakamlar\u0131 takip edilecektir.<\/p>\n
Ge\u00e7en hafta enflasyon verilerinin ard\u0131ndan a\u00e7\u0131klamalarda bulunan Fed \u00fcyelerinin faiz indirimlerine ara verilebilece\u011fine veya indirim s\u00fcrecinin beklentilerden daha s\u0131n\u0131rl\u0131 kalabilece\u011fine y\u00f6nelik mesajlar\u0131, faiz indirimlerinin 2026 y\u0131l\u0131n\u0131n ikinci yar\u0131s\u0131nda gelebilece\u011fi alg\u0131s\u0131n\u0131 kuvvetlendirdi. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,26 civar\u0131nda yatay bir g\u00f6r\u00fcn\u00fcm sergiliyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 19 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, yeni haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde yurt i\u00e7inde \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmazken, bu hafta T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) faiz karar\u0131n\u0131n yak\u0131ndan takip edilece\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":35138,"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-35137","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\/35137","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=35137"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/35137\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/35138"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=35137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=35137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=35137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"