Gedik Yat\u0131r\u0131m'\u0131n raporunda k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n Donald Trump\u2019\u0131n Avrupa\u2019ya y\u00f6nelik g\u00fcmr\u00fck tarifesi tehdidinden geri ad\u0131m atmas\u0131yla belirgin \u015fekilde g\u00fc\u00e7lendi\u011fi belirtildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ABD Ba\u015fkan\u0131\u2019n\u0131n D\u00fcnya Ekonomik Forumu\u2019nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar, ticaret sava\u015f\u0131 ve jeopolitik gerilim
\nendi\u015felerini azalt\u0131rken k\u00fcresel hisse senetlerinde rallinin devam\u0131n\u0131 destekledi. Asya borsalar\u0131 Wall Street \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckselirken, Avrupa vadeli endekslerinde g\u00fc\u00e7l\u00fc a\u00e7\u0131l\u0131\u015f beklentisi olu\u015ftu; g\u00fcvenli liman talebinin zay\u0131flamas\u0131yla alt\u0131n fiyatlar\u0131nda geri \u00e7ekilme g\u00f6r\u00fcld\u00fc.<\/p>\n
Teknoloji hisseleri, yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik devasa yat\u0131r\u0131m beklentileriyle \u00f6ne \u00e7\u0131kt\u0131. Nvidia CEO\u2019su Jensen Huang\u2019\u0131n k\u00fcresel \u00f6l\u00e7ekte trilyon dolarl\u0131k yat\u0131r\u0131m ihtiyac\u0131na vurgu yapmas\u0131, yar\u0131 iletken zincirinde g\u00fc\u00e7l\u00fc al\u0131mlar\u0131 tetikledi; Asya\u2019da tedarik\u00e7i hisseleri ve G\u00fcney Kore teknoloji endeksi yeni zirvelere ula\u015ft\u0131. Bu g\u00f6r\u00fcn\u00fcm, b\u00fcy\u00fcme temal\u0131 hisselere y\u00f6nelik k\u00fcresel talebin yeniden canland\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n
Tahvil ve d\u00f6viz taraf\u0131nda ise dengelenme dikkat \u00e7ekti. Trump\u2019\u0131n s\u00f6ylemleri ABD tahvillerinde sat\u0131\u015f bask\u0131s\u0131n\u0131 hafifletirken, uzun vadeli getiriler geriledi ve dolar yatay seyretti. Avustralya\u2019da beklenenden g\u00fc\u00e7l\u00fc istihdam verisi faiz art\u0131\u015f\u0131 beklentilerini \u00f6ne \u00e7ekerken, kripto varl\u0131klar ABD\u2019de d\u00fczenleyici s\u00fcrecin \u00f6telenebilece\u011fi beklentisiyle s\u0131n\u0131rl\u0131 geri \u00e7ekilme ya\u015fad\u0131. Genel \u00e7er\u00e7evede piyasalar, politika belirsizli\u011finin azalmas\u0131yla birlikte \u201crisk-on\u201d moduna geri d\u00f6nm\u00fc\u015f g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa piyasalar\u0131, Donald Trump\u2019\u0131n baz\u0131 Avrupa \u00fclkelerine y\u00f6nelik g\u00fcmr\u00fck tarifesi planlar\u0131ndan vazge\u00e7mesi ve Gr\u00f6nland\u2019\u0131n askeri g\u00fc\u00e7le al\u0131nmayaca\u011f\u0131n\u0131 netle\u015ftirmesi sonras\u0131 haftan\u0131n ba\u015f\u0131ndaki kay\u0131plar\u0131n\u0131 telafi etmeye haz\u0131rlan\u0131yor. Trump, NATO ile yap\u0131lan g\u00f6r\u00fc\u015fmelerin ard\u0131ndan Gr\u00f6nland i\u00e7in gelece\u011fe d\u00f6n\u00fck bir \u201c\u00e7er\u00e7eve\u201d anla\u015fma sa\u011fland\u0131\u011f\u0131n\u0131 belirtirken, ayr\u0131nt\u0131lar\u0131n belirsiz kalmas\u0131 ve Avrupa Parlamentosu\u2019nun \u00f6nceki tehditlere tepki olarak AB-ABD ticaret anla\u015fmas\u0131n\u0131n onay s\u00fcrecini durdurmas\u0131 politik belirsizli\u011fin tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Buna ra\u011fmen \u00f6nemli bir makro veri ya da bilan\u00e7o g\u00fcndeminin bulunmad\u0131\u011f\u0131 g\u00fcnde, vadeli i\u015flemlerdeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015f Avrupa piyasalar\u0131nda risk i\u015ftah\u0131n\u0131n k\u0131sa vadede toparland\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n
T\u00fcrkiye<\/p>\n
D\u00fcn veri ak\u0131\u015f\u0131 bak\u0131m\u0131ndan sakin ge\u00e7erken, kurda yataya yak\u0131n seyirler devam etti. Bug\u00fcn g\u00f6zler TCMB Para Politikas\u0131 Kurulu faiz karar\u0131nda olacak. Piyasa beklentisi 150 baz puanl\u0131k faiz indirimi y\u00f6n\u00fcnde. Karar metninde verilecek mesajlar piyasalar\u0131n oda\u011f\u0131nda olacak. ABD taraf\u0131nda ise d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fe ili\u015fkin b\u00fcy\u00fcme ve FED\u2019in favori enflasyon g\u00f6stergesi olarak takip etti\u011fi \u00e7ekirdek PCE verisi yak\u0131ndan takip edilecek. Yar\u0131n uluslararas\u0131 kredi derecelendirme kurulu\u015flar\u0131 Moody\u2019s ve Fitch, T\u00fcrkiye i\u00e7in kredi notu de\u011ferlendirme raporlar\u0131n\u0131 yay\u0131mlayacaklar. Haftan\u0131n son iki i\u015flem g\u00fcn\u00fcndeki yo\u011fun veri ak\u0131\u015f\u0131 piyasalarda volatiliteyi art\u0131rabilir. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,30 civar\u0131nda yataya yak\u0131n g\u00f6r\u00fcn\u00fcm sergiliyor. Dolar endeksi 98,76 civar\u0131nda hareket ediyor.”<\/p>\n
<\/strong> \u0130stanbul, 22 Ocak (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n Donald Trump\u2019\u0131n Avrupa\u2019ya y\u00f6nelik g\u00fcmr\u00fck tarifesi tehdidinden geri ad\u0131m atmas\u0131yla belirgin \u015fekilde g\u00fc\u00e7lendi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":36701,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-36700","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\/36700","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=36700"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/36700\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/36701"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=36700"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=36700"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=36700"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"