De\u011ferlendirmede, Ocak ay\u0131nda ekonomik verilerden ziyade k\u00fcresel siyasi geli\u015fmelerin ve \u00f6zellikle ABD eski Ba\u015fkan\u0131 Donald Trump\u2019\u0131n 2025 ve 2026\u2019ya da damga vurmas\u0131 beklenen politik hamlelerinin piyasalar \u00fczerinde belirleyici olmaya devam etti\u011fi vurguland\u0131.<\/p>\n
Analizde, Trump\u2019\u0131n ara se\u00e7imler \u00f6ncesinde elini g\u00fc\u00e7lendirmek amac\u0131yla ABD\u2019yi geni\u015fletme ve nadir toprak elementlerine eri\u015fimi art\u0131rma y\u00f6n\u00fcndeki \u00e7abalar\u0131n\u0131n k\u00fcresel piyasalarda dalgalanmalara neden oldu\u011fu ifade edildi. \u00d6zellikle Gr\u00f6nland ve Arktik b\u00f6lge odakl\u0131 geli\u015fmelerin, tahvil piyasalar\u0131ndaki y\u00fckseli\u015fle birlikte k\u00fcresel \u00e7apta sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekildi. Arktik b\u00f6lgedeki belirsizli\u011fin Avrupa ve ABD\u2019nin ekonomik faaliyetleri a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011fu, bu karma\u015fa \u00e7\u00f6z\u00fclmedik\u00e7e a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Bug\u00fcn Davos\u2019ta yap\u0131lmas\u0131 beklenen Trump konu\u015fmas\u0131n\u0131n yak\u0131ndan takip edilece\u011fi ifade edilen de\u011ferlendirmede, konu\u015fman\u0131n seans saatleri i\u00e7inde gelmesinin g\u00fcn sonuna do\u011fru volatiliteyi art\u0131rabilece\u011fi uyar\u0131s\u0131 yap\u0131ld\u0131. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n a\u00e7\u0131klamalar s\u0131ras\u0131nda temkinli hareket etmelerinin \u00f6nemine vurgu yap\u0131ld\u0131.<\/p>\n
Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede ise endeks hareketlerinde \u201cm\u00fchendislik al\u0131mlar\u0131n\u0131n\u201d etkili oldu\u011fu belirtildi. ASELSAN hisselerinin endekse 86,5 puanl\u0131k katk\u0131 sa\u011flad\u0131\u011f\u0131, buna kar\u015f\u0131n BIST endeksinin g\u00fcn\u00fc yaln\u0131zca 57 puan art\u0131\u015fla tamamlad\u0131\u011f\u0131 ifade edildi. Tek hisse a\u011f\u0131rl\u0131kl\u0131 hareketlerin endeks \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fc, buna ra\u011fmen 12.815 direnci \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanamad\u0131\u011f\u0131n\u0131n ikinci g\u00fcnde de g\u00f6zlemlendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yeni g\u00fcnde yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131na haz\u0131rl\u0131k ile Fitch ve Moody\u2019s kredi derecelendirme kararlar\u0131n\u0131n beklendi\u011fi, bu nedenle k\u00fcresel piyasalardan k\u0131smen ayr\u0131\u015fan bir fiyatlama g\u00f6r\u00fclebilece\u011fi de\u011ferlendirildi. Teknik g\u00f6r\u00fcn\u00fcmde 12.522 seviyesinin destek, 12.815 seviyesinin ise diren\u00e7 olarak izlenmeye devam edilece\u011fi belirtildi.<\/p>\n
Pusula Yat\u0131r\u0131m, PPK toplant\u0131s\u0131nda 150 baz puanl\u0131k faiz indirimi beklentisinin piyasa taraf\u0131ndan b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatland\u0131\u011f\u0131n\u0131 ifade ederken, Cuma gecesi Moody\u2019s taraf\u0131ndan hem kredi notu hem de g\u00f6r\u00fcn\u00fcmde bir de\u011fi\u015fiklik beklemediklerini, Fitch taraf\u0131nda ise g\u00f6r\u00fcn\u00fcm\u00fcn pozitife \u00e7evrilebilece\u011fini ancak kredi notunda bir de\u011fi\u015fiklik \u00f6ng\u00f6rmediklerini kaydetti. A\u00e7\u0131klamada, s\u00f6z konusu kararlar\u0131n ve detaylar\u0131n\u0131n yak\u0131ndan takip edilece\u011fi vurguland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 21 Ocak (Hibya) – Pusula Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e., k\u00fcresel ve yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmesini payla\u015ft\u0131. <\/p>\n","protected":false},"author":1,"featured_media":36140,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-36139","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\/36139","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=36139"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/36139\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/36140"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=36139"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=36139"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=36139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"