Marba\u015f Menkul De\u011ferler'in raporunda \u015fu ifadeler yer ald\u0131:<\/p>\n
''\u0130\u00e7 tarafta cuma g\u00fcn\u00fc kredi derecelendirme kurulu\u015flar\u0131n\u0131n g\u00fcncellemelerini izlerken,\u00a0Fitch\u2019in kredi notunu de\u011fi\u015ftirmedi\u011fini ancak g\u00f6r\u00fcn\u00fcm\u00fc pozitife \u00e7evirdi\u011fini,\u00a0Moody\u2019s\u2019in ise herhangi bir de\u011fi\u015fime gitmedi\u011fini g\u00f6rmekteyiz. Sonu\u00e7 olarak fiyatlamalar \u00fczerindeki etkisinin\u00a0g\u00f6rece n\u00f6tr\u00a0olmas\u0131n\u0131 beklemekteyiz.<\/p>\n
Yeni haftaya bakt\u0131\u011f\u0131m\u0131zda makro veri anlam\u0131nda g\u00f6rece zay\u0131f bir takvim takip ederken, bilan\u00e7o d\u00f6neminin a\u00e7\u0131lmas\u0131yla birlikte\u00a0hisse bazl\u0131 hareketlerin\u00a0\u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.\u00a03 dolar\u00a0seviyesini kritik diren\u00e7 olarak izlerken, bu seviye \u00fczerindeki hareketlerde\u00a03,1 dolar\u00a0seviyesine do\u011fru hareketler beklesek de, ilk a\u015famada piyasan\u0131n\u00a0ocak enflasyonunug\u00f6rmek isteyece\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
\u00d6zetle endeks nezdinde momentumun s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlerken,\u00a0kritik b\u00f6lgelere gelindi\u011fini\u00a0de belirtmek isteriz. Orta\u2013uzun vade i\u00e7in pozitif g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc korusak da, k\u00fcm\u00fclatif hareketlerden ziyade\u00a0Ocak\u2013\u015eubat enflasyon s\u00fcreci\u00a0i\u00e7erisinde\u00a0hisse bazl\u0131 pozisyonlanmalar\u0131n\u00a0daha sa\u011fl\u0131kl\u0131 olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
ABD piyasalar\u0131nda haftan\u0131n en \u00f6nemli g\u00fcndem maddesini\u00a0\u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak FED faiz karar\u0131\u00a0olu\u015fturacak. Beklentiler pas ge\u00e7ilmesi y\u00f6n\u00fcnde olurken, karardan ziyade\u00a0Powell\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131n\u00a0fiyatlamalar\u0131 belirleyece\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Di\u011fer \u00f6nemli geli\u015fme olarak\u00a0Trump\u2019\u0131n sal\u0131 g\u00fcn\u00fc yapaca\u011f\u0131 konu\u015fman\u0131n, ticaret politikalar\u0131 ve jeopolitik tansiyon \u00fczerindeki olas\u0131 etkileri yak\u0131ndan takip edilecek. Ayr\u0131ca hafta boyunca\u00a0Microsoft, Meta, Tesla ve Apple\u00a0bilan\u00e7olar\u0131n\u0131 izleyece\u011fiz. A\u00e7\u0131klanacak bilan\u00e7olar do\u011frultusunda\u00a0teknoloji hisselerinde volatilitenin artmas\u0131n\u0131\u00a0beklemekteyiz.<\/p>\n
\u00d6zetle ABD taraf\u0131nda yo\u011fun bir haftaya girilirken,\u00a0risk i\u015ftah\u0131nda hafif daralmalar\u00a0izlemekteyiz.<\/p>\n
Asya-Pasifik\u2019te makro ve d\u00f6viz geli\u015fmeleri \u00f6ne \u00e7\u0131kt\u0131. \u00c7in\u2019de do\u011frudan yabanc\u0131 yat\u0131r\u0131mlar 2025 y\u0131l\u0131nda\u00a0y\u00fczde 9,5azal\u0131rken, \u00c7in Merkez Bankas\u0131 faiz ve zorunlu kar\u015f\u0131l\u0131klarda indirim i\u00e7in h\u00e2l\u00e2 alan oldu\u011funu belirterek destekleyici politika sinyali verdi.<\/p>\n
Japonya\u2019da\u00a0USD\/JPY\u00a0paritesi\u00a0154\u00a0seviyesinin alt\u0131na gerilerken, yeni m\u00fcdahale beklentisiyle yen g\u00fc\u00e7lendi.\u00a02 y\u0131ll\u0131k tahvil faizi y\u00fczde 1,27\u00a0ile 1996\u2019dan bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. H\u00fck\u00fcmet g\u0131da taraf\u0131nda\u00a0y\u00fczde 8\u00a0verginin ertelenmesini g\u00fcndeme al\u0131rken, b\u00fct\u00e7enin gecikmesi halinde ge\u00e7ici b\u00fct\u00e7e se\u00e7ene\u011fi masada bulunuyor. Japonya\u2019n\u0131n d\u00f6viz konusunda ABD ile yak\u0131n koordinasyon i\u00e7inde olaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 da kur taraf\u0131nda dikkat \u00e7ekti.<\/p>\n
B\u00f6lgesel ticarette ise Hindistan\u2019\u0131n AB ile yapt\u0131\u011f\u0131 anla\u015fma kapsam\u0131nda\u00a0otomobil g\u00fcmr\u00fck vergilerini y\u00fczde 40\u2019a indirecek olmas\u0131, otomotiv sekt\u00f6r\u00fc a\u00e7\u0131s\u0131ndan rekabeti art\u0131rabilecek bir geli\u015fme olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Piyasalarda\u00a0MSCI AC Asya-Pasifik Endeksi\u00a052 haftal\u0131k zirveye yak\u0131n seviyelerde y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcr\u00fcrken,\u00a0Nikkei Endeksi y\u00fczde 2,11\u00a0d\u00fc\u015f\u00fc\u015fle negatif ayr\u0131\u015ft\u0131. G\u00fc\u00e7l\u00fc yen ve y\u00fckselen tahvil faizlerinin Japon hisseleri \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Avrupa\u00a0g\u00fcndeminde ekonomik yava\u015flama sinyalleri ve jeopolitik ba\u015fl\u0131klar \u00f6ne \u00e7\u0131k\u0131yor. \u0130ngiltere\u2019de online i\u015f ilan\u0131 verileri i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n daha da so\u011fudu\u011funa i\u015faret ederken, bu durum b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin soru i\u015faretlerini art\u0131r\u0131yor. Zay\u0131flayan istihdam dinamikleri, s\u0131k\u0131 para politikas\u0131 sonras\u0131 talepteki yava\u015flaman\u0131n bir g\u00f6stergesi olarak de\u011ferlendiriliyor.<\/p>\n
Transatlantik cephede ABD ile Avrupa aras\u0131ndaki gerilim g\u00fcndemde kalmaya devam ediyor. Trump\u2019\u0131n Gr\u00f6nland \u00e7\u0131k\u0131\u015f\u0131 sonras\u0131 Avrupa\u2013ABD hatt\u0131nda diplomatik tansiyon y\u00fckselirken, ticaret ve tahvil taraf\u0131nda kar\u015f\u0131l\u0131kl\u0131 mesajlar verilmi\u015fti. Bu s\u00fcre\u00e7 Avrupa\u2019n\u0131n g\u00fcvenlik ve ekonomik ba\u011f\u0131ms\u0131zl\u0131k tart\u0131\u015fmalar\u0131n\u0131 yeniden alevlendirdi.<\/p>\n
Ukrayna sava\u015f\u0131na ili\u015fkin diplomatik temaslar da h\u0131z kazanm\u0131\u015f durumda. Rusya, Ukrayna\u2019daki toprak sorununun \u00e7\u00f6z\u00fcm\u00fc i\u00e7in ABD ile geli\u015ftirilen form\u00fcl\u00fcn uygulanmas\u0131n\u0131n \u00f6nemine dikkat \u00e7ekerken; Ukrayna Devlet Ba\u015fkan\u0131\u00a0Zelenski, ABD\u2013Ukrayna\u2013Rusya aras\u0131nda m\u00fczakerelerin haftaya devam edebilece\u011fini ifade etti. Bu a\u00e7\u0131klamalar, sahadaki \u00e7at\u0131\u015fmalara ra\u011fmen diplomatik \u00e7\u00f6z\u00fcm aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n
Piyasalarda jeopolitik belirsizlikler ve ticaret gerilimleri fiyatlan\u0131rken, yat\u0131r\u0131mc\u0131lar hem \u0130ngiltere\u2019den gelen zay\u0131f istihdam sinyallerini hem de Ukrayna cephesinden gelecek yeni m\u00fczakere geli\u015fmelerini yak\u0131ndan takip ediyor. Avrupa ekonomisi a\u00e7\u0131s\u0131ndan \u00f6n\u00fcm\u00fczdeki d\u00f6nemde b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc ve d\u0131\u015f politika dinamikleri belirleyici olmaya devam edecek.<\/p>\n
Emtia\u00a0taraf\u0131nda jeopolitik belirsizliklerin s\u00fcrd\u00fc\u011f\u00fc ortamda\u00a0alt\u0131na y\u00f6nelim devam ederken, kurumlar\u0131n hedef fiyatlar\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc revize ettikleri g\u00f6r\u00fcl\u00fcyor.\u00a0Brent petrol\u00a0cephesinde de benzer \u015fekilde belirsizliklerin fiyatlar \u00fczerinde pozitif etki yaratt\u0131\u011f\u0131 izleniyor.<\/p>\n
\u0130\u00e7 tarafta \u00f6nemli bir makro veri bulunmamaktad\u0131r. K\u00fcresel tarafta \u00f6nemli bir makro veri bulunmamaktad\u0131r.<\/p>\n
Cumhurba\u015fkan\u0131 ve AK Parti Genel Ba\u015fkan\u0131\u00a0Recep Tayyip Erdo\u011fan, partisinin kongre merkezinde\u00a0Merkez Karar ve Y\u00f6netim Kurulu (MKYK)\u00a0toplant\u0131s\u0131na ba\u015fkanl\u0131k edecek.<\/p>\n
Ticaret Bakan\u0131 \u00d6mer Bolat, D\u00fcnya G\u00fcmr\u00fck G\u00fcn\u00fc dolay\u0131s\u0131yla bas\u0131n toplant\u0131s\u0131 ger\u00e7ekle\u015ftirecek.<\/p>\n
T\u00fcrkiye \u0130statistik Kurumu, ocak ay\u0131na ili\u015fkin hizmet, perakende ticaret ve in\u015faat g\u00fcven endekslerini a\u00e7\u0131klayacak.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131, ocak ay\u0131na ili\u015fkin sekt\u00f6rel enflasyon beklentilerini yay\u0131mlayacak.''<\/p>\n
<\/strong> \u0130stanbul, 26 Ocak (Hibya)-Marba\u015f Menkul De\u011ferler, i\u00e7 tarafta cuma g\u00fcn\u00fc kredi derecelendirme kurulu\u015flar\u0131n\u0131n g\u00fcncellemelerini izlerken,\u00a0Fitch\u2019in kredi notunu de\u011fi\u015ftirmedi\u011fini ancak g\u00f6r\u00fcn\u00fcm\u00fc pozitife \u00e7evirdi\u011fini,\u00a0Moody\u2019s\u2019in ise herhangi bir de\u011fi\u015fime gitmedi\u011fini ve sonu\u00e7 olarak fiyatlamalar \u00fczerindeki etkisinin\u00a0g\u00f6rece n\u00f6tr\u00a0olmas\u0131n\u0131n beklendi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":38090,"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-38089","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\/38089","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=38089"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38089\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38090"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"