Marba Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta Ocak ay\u0131n\u0131n en \u00f6nemli makro verisi olarak PPK karar\u0131n\u0131 takip ederken beklentinin 150-200bp aras\u0131nda \u015fekillendi\u011fini, konsensusun ise 150bp\u2019da olu\u015ftu\u011funu g\u00f6rmekteyiz. 150bp indirimin sa\u011fl\u0131kl\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrken beklentilerin borsada \u00f6nemli \u00f6l\u00e7\u00fcde fiyatland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.” ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“\u0130ndirim karar\u0131ndan ziyade toplant\u0131 metninin k\u0131sa vadeli y\u00f6n a\u00e7\u0131s\u0131ndan daha \u00f6nemli olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken, toplant\u0131 metnine paralel olarak Cuma g\u00fcn\u00fc olas\u0131 kredi notu g\u00fcncellemesinin ihtimalinin artaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. Teknik anlamda 3$ seviyesinin \u00f6nemli oldu\u011funu izlerken \u00fczerinde hareketler i\u00e7in Halkbank davas\u0131, kredi notu g\u00fcncellemesi vb. gibi etkilerin olmas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcnmekteyiz. B\u00fct\u00fcn bu olas\u0131 senaryolara ek olarak ise endeks fiyatlamas\u0131nda Aselsan\u2019\u0131n \u00f6neminin y\u00fcksek oldu\u011funu izlerken \u00f6n\u00fcm\u00fczdeki d\u00f6nemde
\nendeks m\u00fchendisli\u011finin evriminin de takip edilmesi gerekti\u011fini d\u00fc\u015f\u00fcnmekteyiz. \u00d6zetle yeni g\u00fcn i\u00e7in pozitif seyrin s\u00fcrmesini beklerken PPK sonras\u0131 volatilitenin artmas\u0131n\u0131 beklemekteyiz.<\/p>\n
ABD piyasalar\u0131n\u0131n Trump\u2019\u0131n Davos\u2019ta ger\u00e7ekle\u015ftirdi\u011fi konu\u015fman\u0131n tonunun g\u00f6rece yumu\u015fak olmas\u0131yla beraber yeniden al\u0131c\u0131l\u0131 seyir izlendi\u011fini g\u00f6rmekteyiz. Trump Gr\u00f6nland ve di\u011fer \u00fclkelerle ilgili olarak askeri m\u00fcdahale olmayaca\u011f\u0131n\u0131 belirtirken, Rusya-Ukrayna s\u00fcrecinin de sonuna do\u011fru geldi\u011fini belirtmesi ve son olarak AB\u2019ye
\nuygulanan tarifelerin kald\u0131r\u0131lmas\u0131na dair sinyaller verdi\u011fini izlerken, Trump volatilitesinin yeniden k\u0131sa s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. Bug\u00fcn ABD piyasalar\u0131nda makro veri olarak \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131 ve b\u00fcy\u00fcme verilerini izlerken bilan\u00e7o olarak ise \u0130ntel, Procter&Gamble ve GE Aerospace finansallar\u0131n\u0131 takip edece\u011fiz. \u00d6zetle riskin g\u00f6rece azald\u0131\u011f\u0131n\u0131 ve yeniden al\u0131c\u0131l\u0131 seyrin h\u00e2kim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te Japonya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde risk i\u015ftah\u0131 g\u00fc\u00e7lendi. Japonya\u2019da Aral\u0131k ay\u0131 d\u0131\u015f ticaret dengesi +105,7 milyar yen ile beklentilerin alt\u0131nda kalsa da Nikkei endeksi y\u00fczde 2 y\u00fckseldi. Tahvil taraf\u0131nda g\u00fcvenli liman talebiyle 10 y\u0131ll\u0131k JGB getirisi 5 baz puan d\u00fc\u015ferek y\u00fczde 2,235\u2019e geriledi. Enerji cephesinde Kashiwazaki-Kariwa n\u00fckleer santralinde TEPCO\u2019ya ait bir reakt\u00f6r\u00fcn deneme operasyonlar\u0131na ba\u015flamas\u0131, orta vadede arz taraf\u0131na destek olarak izleniyor. Teknoloji taraf\u0131nda Oracle bulut d\u00f6n\u00fc\u015f\u00fcm\u00fcn\u00fcn h\u0131z kazanmas\u0131, b\u00f6lgedeki \u015firketlerin dijitalle\u015fme yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor. \u00c7in\u2019de makro g\u00f6r\u00fcn\u00fcm kademeli iyile\u015fme sinyalleri verdi: Gen\u00e7 i\u015fsizlik oran\u0131 Aral\u0131k\u2019ta y\u00fczde 16,5\u2019e gerilerken, g\u00fcm\u00fc\u015f ihracat\u0131 2025\u2019te kontrol endi\u015felerine ra\u011fmen 16 y\u0131l\u0131n
\nzirvesine ula\u015ft\u0131. Avustralya\u2019da g\u00fc\u00e7l\u00fc istihdam verileriyle Avustralya dolar\u0131 15 ay\u0131n en y\u00fcksek seviyelerine t\u0131rmand\u0131.<\/p>\n
Avrupa borsalar\u0131 g\u00fcn\u00fc kar\u0131\u015f\u0131k bir seyirle tamamlad\u0131. Davos\u2019tan gelen a\u00e7\u0131klamalar ve ticaret politikalar\u0131na y\u00f6nelik belirsizlikler fiyatlamalar \u00fczerinde etkili olurken, yat\u0131r\u0131mc\u0131lar transatlantik ili\u015fkiler ve jeopolitik risklere odakland\u0131. \u00d6zellikle AB\u2013ABD ticaret anla\u015fmas\u0131n\u0131n Avrupa Parlamentosu taraf\u0131ndan ask\u0131ya al\u0131nmas\u0131 ve Mercosur
\nanla\u015fmas\u0131na y\u00f6nelik erteleme karar\u0131, Avrupa\u2019n\u0131n d\u0131\u015f ticaret g\u00fcndeminde temkinli bir g\u00f6r\u00fcn\u00fcm yaratt\u0131. Jeopolitik cephede Gr\u00f6nland tart\u0131\u015fmalar\u0131 \u00f6ne \u00e7\u0131kt\u0131. Danimarka D\u0131\u015fi\u015fleri Bakan\u0131 Rasmussen, Trump\u2019\u0131n Davos konu\u015fmas\u0131n\u0131 de\u011ferlendirerek, Gr\u00f6nland konusunda \u201caskeri g\u00fc\u00e7 kullan\u0131lmayaca\u011f\u0131n\u0131n s\u00f6ylenmesinin olumlu oldu\u011funu ancak
\nsorunu tamamen ortadan kald\u0131rmad\u0131\u011f\u0131n\u0131\u201d ifade etti. Fransa\u2019n\u0131n NATO kapsam\u0131nda Gr\u00f6nland\u2019da tatbikat \u00e7a\u011fr\u0131s\u0131 ise g\u00fcvenlik ba\u015fl\u0131\u011f\u0131n\u0131n Avrupa g\u00fcndeminde kalmaya devam etti\u011fini g\u00f6sterdi.<\/p>\n
Emtialar \u00fczerinde Trump\u2019\u0131n g\u00f6rece yumu\u015fak konu\u015fmas\u0131n\u0131n ard\u0131ndan Alt\u0131n\u2019da geri \u00e7ekilme g\u00f6rmekteyiz. Brent petrolde k\u0131sa vadeli yukar\u0131 y\u00f6nl\u00fc hareketler g\u00f6rsek de etkinin s\u0131n\u0131rl\u0131 olaca\u011f\u0131n\u0131 ve fiyatlaman\u0131n kal\u0131c\u0131 olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta T\u00fcketici G\u00fcven Endeksi, \u0130malat Sanayi Kapasite Kullan\u0131m Oran\u0131 ve Haftal\u0131k Para ve Banka \u0130statistiklerini takip edecek olsak da g\u00fcn\u00fcn en \u00f6nemli takvimini PPK Karar\u0131n\u0131n olu\u015fturdu\u011funu g\u00f6rmekteyiz.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019den b\u00fcy\u00fcme verileri ve \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131n\u0131 takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 22 Ocak (Hibya)- Marba\u015f Menkul De\u011ferler, Avrupa borsalar\u0131n\u0131n g\u00fcn\u00fc kar\u0131\u015f\u0131k bir seyirle tamamlad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":36645,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-36644","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\/36644","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=36644"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/36644\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/36645"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=36644"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=36644"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=36644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"