Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda bu sabah k\u00fcresel piyasalarda risk i\u015ftah\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn \u00fc\u00e7
\nba\u015fl\u0131kta toplan\u0131yor oldu\u011fu belirtilerek \u015funlar kaydedildi:<\/p>\n
“Fed\u2019in 25 bp indirimi sonras\u0131 Powell\u2019\u0131n \u201cAral\u0131k\u2019ta yeni indirim garanti de\u011fil\u201d mesaj\u0131yla faiz patikas\u0131 tart\u0131\u015fmalar\u0131, Trump\u2013Xi temaslar\u0131nda tarifeler ve nadir topraklar dosyas\u0131nda yumu\u015fama sinyalleri, ve \u00c7in\u2019de imalat PMI\u2019\u0131n\u0131n 7. ayda da daralmaya i\u015faret etmesi. Dolar endeksi 3 ay\u0131n zirvesine yak\u0131n seyrederken k\u00fcresel risk i\u015ftah\u0131 teknoloji
\nharcamalar\u0131 ve veri ak\u0131\u015f\u0131 aras\u0131nda dengeleniyor.<\/p>\n
ABD piyasalar\u0131 Per\u015fembe g\u00fcn\u00fcn\u00fc rekorlara yak\u0131n seviyelerden geri \u00e7ekilmeyle kapatt\u0131; S&P 500 y\u00fczde -1,0
\nile 6.822,34, Dow Jones y\u00fczde -0,2 ile 47.522,12 ve Nasdaq y\u00fczde -1,6 ile 23.581,14 puana indi. Bask\u0131n\u0131n
\noda\u011f\u0131nda Meta ve Microsoft\u2019un 2026\u2019ya sarkan y\u00fcksek yapay zeka yat\u0131r\u0131mlar\u0131 vard\u0131; buna kar\u015f\u0131l\u0131k Alphabet g\u00fc\u00e7l\u00fc sonu\u00e7larla pozitif ayr\u0131\u015ft\u0131. Fed\u2019in Aral\u0131k tonundaki temkinlilik de fiyatlamay\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131.<\/p>\n
Avrupa taraf\u0131nda hisse senetleri d\u00fcn hafif eksi kapat\u0131rken (STOXX 600 y\u00fczde -0,1), haftan\u0131n genelinde rekorlara yak\u0131n bantta dalgalanma s\u00fcrd\u00fc; ECB faizi yine sabit b\u0131rakt\u0131 ve ileriye d\u00f6n\u00fck net sinyal vermekten ka\u00e7\u0131nd\u0131. A\u00e7\u0131l\u0131\u015f sinyalleri, ABD\u2019deki teknoloji oynakl\u0131\u011f\u0131n\u0131n ve Asya verilerinin sindirildi\u011fi temkinli bir g\u00fcne i\u015faret ediyor.<\/p>\n
Asya-Pasifik\u2019te sabah i\u015flemleri kar\u0131\u015f\u0131k: MSCI Asya (Japonya hari\u00e7) ay\u0131 y\u00fczde +4,7 civar\u0131 kazan\u00e7la kapamaya
\nhaz\u0131rlan\u0131rken Nikkei yakla\u015f\u0131k y\u00fczde +1 art\u0131da; buna kar\u015f\u0131n \u00c7in\u2019de resmi imalat PMI 49,0 ile 6 ay\u0131n en d\u00fc\u015f\u00fck
\nseviyesine geriledi ve \u00c7in\/Hong Kong endekslerinde bask\u0131 yaratt\u0131. Tokyo \u00e7ekirdek T\u00dcFE\u2019nin y\u00fczde 2,8 gelmesi, BOJ sonras\u0131 yen dinamiklerini izlemeye a\u00e7\u0131k tutuyor.<\/p>\n
D\u00f6viz cephesinde Dolar Endeksi 3 ay\u0131n zirvesine yak\u0131n g\u00fc\u00e7l\u00fc; euro\/dolar 1,15\u20131,16 band\u0131nda s\u0131n\u0131rl\u0131 toparlan\u0131rken, dolar\/yen 151\u2013152 band\u0131nda BOJ sonras\u0131 g\u00fc\u00e7l\u00fc kal\u0131yor; sterlin\/dolar dar bantta yatay. Karar seti:
\nFed\u2019in \u201cAral\u0131k temkinli\u201d s\u00f6ylemi, ECB\u2019nin sabit karar\u0131 ve Trump\u2013Xi hatt\u0131ndaki \u00e7er\u00e7eve anla\u015fma umudu.<\/p>\n
Emtialarda \u201cdenge aray\u0131\u015f\u0131\u201d s\u00fcr\u00fcyor. Alt\u0131n rekorlar sonras\u0131 4.000 dolar e\u015fi\u011fi \u00e7evresinde konsolide olurken Asya\u2019da fiziki piyasada prim\/iskonto dengesi normale d\u00f6n\u00fcyor; Hindistan\u2019da festival sonras\u0131 iskontoya ge\u00e7i\u015f, globalde 2. haftada da haftal\u0131k d\u00fc\u015f\u00fc\u015f riskine i\u015faret ediyor. Brent petrol 64,6 dolar, WTI 60,1 dolar civar\u0131nda ve \u00fcst \u00fcste 3. ayl\u0131k kay\u0131p yolunda; g\u00fc\u00e7l\u00fc dolar, zay\u0131f \u00c7in verisi ve geni\u015f arz man\u015feti bask\u0131n. Bak\u0131r bu hafta 11.137
\ndolar\/ton ile rekor tazeledikten sonra band\u0131n \u00fcst\u00fcnde tutunuyor; 2026 g\u00f6r\u00fcn\u00fcm\u00fcnde 10.500 dolar\/ton ortalama beklentisi \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
EUR\/USD<\/p>\n
Dolar endeksi kademeli g\u00fc\u00e7lenmesine devam ediyor. D\u00fcn 99,60 civarlar\u0131na kadar g\u00fc\u00e7lenen endeks paritede bask\u0131 unsuru yaratmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Bu hafta tutunmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 1,1540 b\u00f6lgesinin alt\u0131ndaki g\u00fcnl\u00fck kapan\u0131\u015flarda zay\u0131flaman\u0131n devam etmesi beklenebilir.<\/p>\n
Ons alt\u0131n<\/p>\n
4000 Dolar seviyesinin yeniden \u00fczerine \u00e7\u0131kan ons alt\u0131nda teknik g\u00f6stergeler dipten toparlan\u0131yor. FED\u2019in faiz indirim beklentileri t\u00f6rp\u00fclenirken \u00f6n\u00fcm\u00fczdeki s\u00fcre\u00e7te ABD piyasa dinamikleri alt\u0131n \u00e7er\u00e7evesinde belirleyici rol
\noynayabilir. 4000 dolar \u00fczerindeki haftal\u0131k kapan\u0131\u015flarda 4150 dolar direncine uzanacak bir fiyatlamay\u0131 da beraberinde getirebilir.<\/p>\n
Brent petrol<\/p>\n
Petrol piyasas\u0131 haftay\u0131 sakin bir seyirle kapatmaya haz\u0131rlan\u0131yor. 65 dolar ve \u00fczerini ge\u00e7emeyen petrol fiyatlar\u0131nda jeopolitik riskler yukar\u0131 y\u00f6nl\u00fc riskleri desteklerken, arz fazlas\u0131 senaryolar\u0131 hala ge\u00e7erlili\u011fini koruyor. Kas\u0131m ay\u0131 itibariyle olas\u0131 geri \u00e7ekilmelerde ise yak\u0131n vadede 63,35 deste\u011fi yak\u0131ndan takip edilebilir.<\/p>\n
NASDAQ100<\/p>\n
D\u00fcn sat\u0131\u015f bask\u0131s\u0131n\u0131 takip etti\u011fimiz Nasdaq\u2019ta Apple ve Amazon gelen bilan\u00e7olar\u0131n\u0131n ard\u0131ndan pozitif ayr\u0131\u015ft\u0131. Ticaret iyimserli\u011fi sat\u0131\u015f bask\u0131lar\u0131n\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131na yol a\u00e7arken, FED indirim beklentilerindeki k\u00f6t\u00fcmsere evrilen seyir yeni bir y\u00fckseli\u015f ivmesini geciktiriyor. 25.190 seviyesinin alt\u0131nda g\u00fcnl\u00fck kapan\u0131\u015flar g\u00f6r\u00fclmedi\u011fi s\u00fcrece geri \u00e7ekilme senaryolar\u0131 al\u0131m f\u0131rsat\u0131 verebilir.”<\/p>\n
<\/strong> \u0130stanbul, 31 Ekim (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, Dolar endeksinin kademeli g\u00fc\u00e7lenmesine devam etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":3517,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-3516","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\/3516","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=3516"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/3516\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/3517"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=3516"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=3516"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=3516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"