Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Davos\u2019ta yapmas\u0131
\nbeklenen konu\u015fma \u00f6ncesinde temkinli bir toparlanma e\u011filimi g\u00f6steriyor oldu\u011fu belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
“ABD vadeli endeksleri, son \u00fc\u00e7 ay\u0131n en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn ard\u0131ndan s\u0131n\u0131rl\u0131 y\u00fckselirken, Trump\u2019\u0131n D\u00fcnya Ekonomik Forumu \u00f6ncesinde Avrupa ile Gr\u00f6nland kaynakl\u0131 gerilimde daha uzla\u015fmac\u0131 bir ton kullanabilece\u011fi beklentisi sat\u0131\u015f bask\u0131s\u0131n\u0131 azaltt\u0131. Uzun vadeli Japon tahvillerinde g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc toparlanma k\u00fcresel tahvil piyasalar\u0131na destek olurken, ABD 30 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,91\u2019e gerileyerek getiri e\u011frisi genelinde d\u00fc\u015f\u00fc\u015fe i\u015faret etti. Jeopolitik belirsizliklerin etkisiyle g\u00fcvenli liman talebi g\u00fc\u00e7l\u00fc kalmaya devam etti; alt\u0131n ons ba\u015f\u0131na 4.900 dolara yakla\u015f\u0131rken,
\ng\u00fcm\u00fc\u015f tarihi zirvesini g\u00f6rd\u00fc ve dolar \u00fc\u00e7 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yatay seyre ge\u00e7ti. Avrupa ve Asya borsalar\u0131 ise ABD\u2019deki son kay\u0131plar\u0131 izleyerek zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiledi.<\/p>\n
Analistler mevcut fiyat hareketini yayg\u0131n bir riskten ka\u00e7\u0131\u015ftan ziyade teknik bir d\u00fczeltme olarak de\u011ferlendirirken, kal\u0131c\u0131 bir y\u00fckseli\u015f i\u00e7in tahvil faizlerinde daha belirgin bir gerileme ve g\u00fc\u00e7l\u00fc k\u00e2r beklentilerinin \u015fart oldu\u011funa dikkat \u00e7ekiyor. Trump\u2019\u0131n g\u00fcmr\u00fck tarifeleri ve askeri se\u00e7enekleri tamamen d\u0131\u015flamayan s\u00f6ylemleri, yat\u0131r\u0131mc\u0131 iyimserli\u011finin olduk\u00e7a y\u00fcksek oldu\u011fu bir d\u00f6nemde hisse senedi rallisini test ederken, Avrupa\u2019da olas\u0131 mali harcamalar\u0131n \u015firket k\u00e2rl\u0131l\u0131klar\u0131na yans\u0131mas\u0131 ve ABD\u2019de b\u00fcy\u00fck teknoloji yat\u0131r\u0131mlar\u0131n\u0131n gelir \u00fcretme kapasitesi piyasan\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan kritik g\u00f6r\u00fcl\u00fcyor. Bu \u00e7er\u00e7evede Avrupa\u2019da Euro B\u00f6lgesi\u2019nin \u00f6nde gelen endeksleri yatay ve hafif negatif seyrederken, \u015firket baz\u0131nda l\u00fcks ve madencilik hisseleri g\u00f6rece g\u00fc\u00e7l\u00fc bir performans sergiledi; buna kar\u015f\u0131l\u0131k banka ve sa\u011fl\u0131k hisseleri bask\u0131 alt\u0131nda kald\u0131.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
United Airlines Holdings (UAL), g\u00fc\u00e7l\u00fc talep ve son iki haftada i\u015f seyahati rezervasyonlar\u0131nda g\u00f6r\u00fclen \u00e7ift haneli toparlanman\u0131n deste\u011fiyle 2026 i\u00e7in rekor k\u00e2r \u00f6ng\u00f6r\u00fcs\u00fc payla\u015ft\u0131. United, 2026 y\u0131l\u0131 i\u00e7in hisse ba\u015f\u0131na k\u00e2r\u0131n\u0131 12\u201314 dolar aral\u0131\u011f\u0131nda (ortalama 13 dolar) bekliyor ve bu rakam piyasa beklentisi olan 13,19 dolar\u0131n hafif alt\u0131nda. \u015eirket ayr\u0131ca b\u00fcy\u00fcme stratejisi kapsam\u0131nda filo ve hizmetlerde b\u00fcy\u00fck yenilikler planlad\u0131\u011f\u0131n\u0131, 100\u2019den fazla dar g\u00f6vdeli u\u00e7ak ve yakla\u015f\u0131k 20 adet Boeing 787 teslim almay\u0131 hedefledi\u011fini a\u00e7\u0131klad\u0131. \u015eirket hisseleri olumlu gelen kar raporu ard\u0131ndan a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde y\u00fczde 4 y\u00fckseldi.(Olumlu)<\/p>\n
Netflix (NFLX) hisseleri d\u00fcn piyasa kapan\u0131\u015f\u0131 ard\u0131ndan a\u00e7\u0131klad\u0131\u011f\u0131 zay\u0131f bilan\u00e7o beklentileri nedeniyle a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde sat\u0131\u015f bask\u0131s\u0131 ya\u015fad\u0131. \u015eirketin d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 beklentilerin m\u00fctevazi \u015fekilde \u00fczerinde gelse de, ilk \u00e7eyrek i\u00e7in payla\u015f\u0131lan zay\u0131f beklentiler ve Warner Bros. Discovery\u2019yi sat\u0131n almaya y\u00f6nelik revize teklif hisse \u00fczerinde bask\u0131 yaratt\u0131. Netflix, ilk \u00e7eyrek gelirini 12,16 milyar dolar ile piyasa beklentisi olan 12,17 milyar dolar\u0131n alt\u0131nda, hisse ba\u015f\u0131na k\u00e2r\u0131n\u0131 ise 0,76 dolar ile beklenti olan 0,81 dolar\u0131n alt\u0131nda olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. 2026
\ni\u00e7in gelir hedefi 50,7\u201351,7 milyar dolar aral\u0131\u011f\u0131nda olup, abone art\u0131\u015f\u0131, fiyat zamlar\u0131 ve reklam gelirlerinin yakla\u015f\u0131k iki kat\u0131na \u00e7\u0131kmas\u0131yla desteklenmesi bekleniyor.(Olumsuz)<\/p>\n
Kraft Heinz (KHC), Yap\u0131lan bir yasal bildirimde Berkshire Hathaway\u2019in KHC\u2019deki y\u00fczde 27,5\u2019lik pay\u0131n\u0131 satabilece\u011fine i\u015faret edilmesi, Warren Buffett\u2019\u0131n 2015\u2019te \u015fekillenen uzun vadeli yat\u0131r\u0131m\u0131n\u0131n sona erebilece\u011fi endi\u015fesini do\u011furdu. Belgelerde Berkshire\u2019\u0131n zaman zaman toplam 325 milyon adetten fazla hisseyi sat\u0131\u015fa
\nsunabilece\u011fi belirtilmesi, hisse \u00fczerinde sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131.(Olumsuz)<\/p>\n
Bug\u00fcn A\u00e7\u0131klanmas\u0131 Beklenen \u00d6nemli \u015eirket Bilan\u00e7olar\u0131: Prologis,Kinder Morgan,Johnson & Johnson,TE Connectivity plc,Halliburton Company”<\/p>\n
<\/strong> \u0130stanbul, 21 Ocak (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Davos\u2019ta yapmas\u0131 beklenen konu\u015fma \u00f6ncesinde temkinli bir toparlanma e\u011filimi g\u00f6steriyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":36358,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-36357","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\/36357","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=36357"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/36357\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/36358"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=36357"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=36357"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=36357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"