Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda haftaya sert bir riskten ka\u00e7\u0131\u015f atmosferi hakim olurken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Gr\u00f6nland\u2019\u0131n \u201ctam ve ko\u015fulsuz sat\u0131n al\u0131nmas\u0131\u201d y\u00f6n\u00fcndeki talebini kabul etmeyen sekiz Avrupa \u00fclkesine kar\u015f\u0131 yeni g\u00fcmr\u00fck tarifeleri uygulayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n fiyatlamalar\u0131 k\u00f6kten de\u011fi\u015ftirdi\u011fi belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cAlmanya, Fransa, Birle\u015fik Krall\u0131k, Danimarka, Hollanda, Norve\u00e7, \u0130sve\u00e7 ve Finlandiya\u2019y\u0131 kapsayan bu tehdit kapsam\u0131nda, 1 \u015eubat\u2019tan itibaren y\u00fczde 10\u2019luk ek vergi uygulanmas\u0131 ve haziran ay\u0131nda anla\u015fma sa\u011flanmamas\u0131 halinde oranlar\u0131n y\u00fczde 25\u2019e \u00e7\u0131kar\u0131lmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcrken, bu ad\u0131m Avrupa\u2013ABD ticari ili\u015fkilerinde yeniden bir ticaret sava\u015f\u0131 s\u00fcrecinin ba\u015flayabilece\u011fi endi\u015fesini g\u00fcndeme ta\u015f\u0131d\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmeler Avrupa hisse senedi piyasalar\u0131nda sert sat\u0131\u015flara yol a\u00e7arken, Euro Stoxx 50 ve Stoxx 600 vadeli endeksleri y\u00fczde 1\u2019in \u00fczerinde gerileyerek haftaya g\u00fc\u00e7l\u00fc bir negatif a\u00e7\u0131l\u0131\u015fa i\u015faret etti; otomotiv, l\u00fcks t\u00fcketim ve ihracat a\u011f\u0131rl\u0131kl\u0131 sekt\u00f6rler en fazla bask\u0131 alt\u0131nda kalan alanlar oldu.<\/p>\n
ABD taraf\u0131nda nakit piyasalar tatil nedeniyle kapal\u0131 olsa da vadeli endekslerdeki sert d\u00fc\u015f\u00fc\u015f, k\u00fcresel risk alg\u0131s\u0131ndaki bozulmay\u0131 net bi\u00e7imde yans\u0131tt\u0131; \u00f6zellikle teknoloji ve sanayi hisselerinde sat\u0131\u015flar \u00f6ne \u00e7\u0131kt\u0131. Yat\u0131r\u0131mc\u0131lar artan belirsizlik kar\u015f\u0131s\u0131nda g\u00fcvenli limanlara y\u00f6nelirken, alt\u0131n ve g\u00fcm\u00fc\u015f fiyatlar\u0131 g\u00fc\u00e7l\u00fc al\u0131mlarla tarihi zirvelere ula\u015ft\u0131 ve jeopolitik risk primi yeniden belirginle\u015fti.<\/p>\n
D\u00f6viz piyasas\u0131nda dolar, klasik g\u00fcvenli limanlar olan Japon yeni ve \u0130svi\u00e7re frang\u0131 kar\u015f\u0131s\u0131nda zay\u0131flarken, euro s\u0131n\u0131rl\u0131 toparlanma g\u00f6sterse de artan ticaret geriliminin Avrupa b\u00fcy\u00fcmesine olas\u0131 etkileri nedeniyle bask\u0131 alt\u0131nda kalmaya devam etti. Tahvil cephesinde k\u0131sa vadeli g\u00fcvenli varl\u0131klara talep artarken, uzun vadeli faizlerde oynakl\u0131k dikkat \u00e7ekti ve piyasa kat\u0131l\u0131mc\u0131lar\u0131 Fed\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na ili\u015fkin tart\u0131\u015fmalar\u0131n da risk alg\u0131s\u0131n\u0131 besledi\u011fini de\u011ferlendirdi.<\/p>\n
Asya piyasalar\u0131 g\u00f6rece daha diren\u00e7li bir g\u00f6r\u00fcn\u00fcm sergilese de k\u00fcresel sat\u0131\u015f dalgas\u0131ndan tamamen ayr\u0131\u015famad\u0131; Japonya ve b\u00f6lgesel endekslerde kay\u0131plar g\u00f6r\u00fcl\u00fcrken, \u00c7in\u2019de a\u00e7\u0131klanan y\u00fczde 4,5\u2019lik b\u00fcy\u00fcme verisi beklentilerin \u00fczerinde gelmesine ra\u011fmen zay\u0131f i\u00e7 talep sinyalleri Asya g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc k\u0131r\u0131lgan tuttu.<\/p>\n
Avrupa cephesinde ise AB liderlerinin misilleme se\u00e7eneklerini masaya yat\u0131rmas\u0131, daha \u00f6nce ask\u0131ya al\u0131nan yakla\u015f\u0131k 93 milyar euroluk ABD \u00fcr\u00fcn\u00fcne y\u00f6nelik tarifelerin yeniden g\u00fcndeme gelmesi ve \u201canti-zorlama arac\u0131\u201dn\u0131n devreye sokulabilece\u011fi ihtimali, piyasalardaki tansiyonu daha da y\u00fckseltti. Genel tabloya bak\u0131ld\u0131\u011f\u0131nda piyasalar, son aylarda yapay zeka yat\u0131r\u0131mlar\u0131 ve g\u00fc\u00e7l\u00fc \u015firket karl\u0131l\u0131klar\u0131yla desteklenen pozitif hikaye ile yeniden alevlenen ticaret sava\u015f\u0131, jeopolitik belirsizlikler ve politika riskleri aras\u0131nda s\u0131k\u0131\u015fm\u0131\u015f durumda; k\u0131sa vadede volatilitenin y\u00fcksek seyretmesi ve yat\u0131r\u0131mc\u0131lar\u0131n daha temkinli, defansif bir pozisyonlanmay\u0131 tercih etmesi bekleniyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 19 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, yat\u0131r\u0131mc\u0131lar artan belirsizlik kar\u015f\u0131s\u0131nda g\u00fcvenli limanlara y\u00f6nelirken, alt\u0131n ve g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n g\u00fc\u00e7l\u00fc al\u0131mlarla tarihi zirvelere ula\u015ft\u0131\u011f\u0131n\u0131 ve jeopolitik risk priminin yeniden belirginle\u015fti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":35298,"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-35297","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\/35297","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=35297"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/35297\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/35298"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=35297"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=35297"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=35297"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"