Marba\u015f Menkul De\u011ferler'in analizinde \u015fu ifadeler yer ald\u0131:<\/p>\n
''\u0130\u00e7 tarafta haftan\u0131n geneline bakt\u0131\u011f\u0131m\u0131zda makro veri a\u00e7\u0131s\u0131ndan g\u00f6rece zay\u0131f bir takvim izlerken, bilan\u00e7o d\u00f6neminin ba\u015flamas\u0131yla beraber hisse bazl\u0131 hareketlerin \u00f6n plana \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. Endeks i\u00e7in 3 dolar kritik seviyesinde fiyatlamalar\u0131m\u0131z\u0131 s\u00fcrd\u00fcrsek de \u00fczerindeki hareketler i\u00e7in k\u0131sa vadeli kataliz\u00f6r say\u0131labilecek beklentileri fiyatlad\u0131\u011f\u0131m\u0131z i\u00e7in piyasan\u0131n \u00f6zellikle Ocak enflasyonunu g\u00f6rmek isteyece\u011fini d\u00fc\u015f\u00fcnmekteyiz. \u00d6zetle momentum hala g\u00fc\u00e7l\u00fc olsa da orta uzun vade i\u00e7in hala pozitif g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc korusak da k\u0131sa vadeli fiyatlamalar a\u00e7\u0131s\u0131ndan kritik bir e\u015fikte oldu\u011fumuz i\u00e7in hisse bazl\u0131 hareketleri yak\u0131ndan takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta haftan\u0131n en \u00f6nemli g\u00fcndemi FED Faiz Karar\u0131 olurken, beklenti FED\u2019in bu toplant\u0131da pas ge\u00e7mesi y\u00f6n\u00fcnde. Son geli\u015fmelerin ard\u0131ndan FED nezdinde ba\u011f\u0131ms\u0131zl\u0131k y\u00f6nl\u00fc soru i\u015faretlerine paralel olarak ilk indirim beklentisi olan Nisan ay\u0131nda da indirim ihtimalinin gittik\u00e7e azald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Toplant\u0131da a\u00e7\u0131klanacak karardan ziyade FED Toplant\u0131 Tutanaklar\u0131n\u0131 faiz politikas\u0131 nezdinde \u0131\u015f\u0131k g\u00f6sterici niteli\u011fi gere\u011fi k\u0131sa vadeli fiyatlamalar \u00fczerinde etkili olacakt\u0131r. Bu geli\u015fmelere ek olarak Trump\u2019\u0131n Sal\u0131 g\u00fcn\u00fc yapaca\u011f\u0131 konu\u015fmay\u0131 da ticaret politikalar\u0131 ve jeopolitik tansiyon \u00fczerindeki olas\u0131 etki alan\u0131 a\u00e7\u0131s\u0131ndan takip edece\u011fiz. Avrupa\u2019da ise b\u00fcy\u00fcme verilerini takip ederken, Davos\u2019da Trump\u2019\u0131n Rusya-Ukrayna s\u00f6ylemine paralel olarak b\u00f6lgeden gelecek a\u00e7\u0131klamalar\u0131n \u00f6nem arz etti\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
\u00d6zetle ana g\u00fcndem belirleyiciler FED ve Trump olmaya devam ederken, \u00f6zellikle ABD\u2019de bilan\u00e7o sezonunun a\u00e7\u0131lmas\u0131na paralel teknoloji hisselerindeki bilan\u00e7olar\u0131 yak\u0131ndan takip edece\u011fiz.<\/p>\n
\u0130\u00e7 tarafta olduk\u00e7a sakin bir hafta bizleri kar\u015f\u0131larken, \u00f6zellikle ABD taraf\u0131 olduk\u00e7a hareketli. Faiz kararlar\u0131n\u0131n ve lider deme\u00e7lerinin belirleyici olaca\u011f\u0131 bir haftaya giriyoruz.<\/p>\n
\u0130\u00e7 tarafta g\u00f6rece sakin bir hafta bizleri bekliyor diyebiliriz.<\/p>\n
Pazartesi g\u00fcn\u00fc Hizmet, Perakende ve \u0130n\u015faat G\u00fcven Endeksleri rakamlar\u0131 a\u00e7\u0131klanacak.
\nSal\u0131 g\u00fcn\u00fc i\u00e7 tarafta \u00f6nemli bir veri beklemiyoruz.
\n\u00c7ar\u015famba g\u00fcn\u00fc de \u00fclkemizde \u00f6nemli bir veri yok.
\nPer\u015fembe saat 10:00\u2019da \u0130\u015fsizlik Oran\u0131 ve Ekonomik G\u00fcven Endeksi rakamlar\u0131n\u0131 takip ediyor olaca\u011f\u0131z. G\u00fcn\u00fcn devam\u0131nda ise haftal\u0131k istatistikler yay\u0131mlanacak.
\nCuma g\u00fcn\u00fc de i\u00e7 tarafta belirleyici bir veri ak\u0131\u015f\u0131 olmayacak.<\/p>\n
K\u00fcresel tarafta ise ABD taraf\u0131nda veri ak\u0131\u015f\u0131 yo\u011funken, Avrupa taraf\u0131nda baz\u0131 \u00fclkelerden Gayri Safi Yurt \u0130\u00e7i Has\u0131la (GSY\u0130H) verilerini alaca\u011f\u0131z. Asya taraf\u0131 ise bu hafta da g\u00f6rece sakin.<\/p>\n
Pazartesi g\u00fcn\u00fc saat 14:00\u2019da Almanya\u2019da Buba Ba\u015fkan\u0131 Nagel konu\u015facak. 16:30\u2019da ABD\u2019de Dayan\u0131kl\u0131 Mal Sipari\u015fleri a\u00e7\u0131klanacak. 18:30\u2019da ise Atlanta FED GDPNow verisini alaca\u011f\u0131z.\u00a0<\/p>\n
Sal\u0131 g\u00fcn\u00fcn\u00fcn ilk verisi olarak 08:00\u2019da Japonya\u2019da \u00c7ekirdek T\u00dcFE (Y\u0131ll\u0131k) a\u00e7\u0131klanacak. 16:30\u2019da ise ABD Ba\u015fkan\u0131 Trump konu\u015fma yapacak, yak\u0131ndan takip edece\u011fiz. 18:00\u2019da ise ABD\u2019de Conference Board (CB) T\u00fcketici G\u00fcveni\u2019ni takip edece\u011fiz.<\/p>\n
\u00a0\u00c7ar\u015famba g\u00fcn\u00fc erken saatlerde Japonya\u2019da Para Politikas\u0131 Toplant\u0131 a\u00e7\u0131klanacak. 17:45\u2019te ise Kanada\u2019da Faiz Oran\u0131 Karar\u0131 a\u00e7\u0131klanacak. 22:00\u2019da yine ABD\u2019yi takip edece\u011fiz. Bu kez FED Faiz Oran\u0131 Karar\u0131n\u0131 a\u00e7\u0131klayacak (Beklenti:\u00a0Y\u00dcZDE 3,75, \u00d6nceki:\u00a0Y\u00dcZDE 3,75). 22:30\u2019da FOMC Bas\u0131n Toplant\u0131s\u0131 ile g\u00fcn sona erecek.<\/p>\n
\u00a0Per\u015fembe g\u00fcn\u00fc ABD\u2019de saat 16:30\u2019da \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131 verisi a\u00e7\u0131klanacak. Yine ayn\u0131 saatte Tar\u0131m D\u0131\u015f\u0131 \u00dcretkenlik ve Birim Emek Maliyetleri verilerini alaca\u011f\u0131z. 18:00\u2019da ise ayl\u0131k Fabrika Sipari\u015fleri rakam\u0131n\u0131 takip edece\u011fiz.<\/p>\n
Cuma g\u00fcn\u00fcn\u00fcn ilk saatlerinde Japonya\u2019dan \u00c7ekirdek T\u00fcketici Fiyat Endeksi (T\u00dcFE) ve Sanayi \u00dcretimi verilerini alaca\u011f\u0131z. G\u00fcn\u00fcn devam\u0131nda Fransa, Almanya, \u0130spanya ve Euro B\u00f6lgesi\u2019nde Gayri Safi Yurt \u0130\u00e7i Has\u0131la verileri a\u00e7\u0131klanacak. \u00d6zellikle Almanya\u2019dan gelecek veriyi yak\u0131ndan takip edece\u011fiz. 16:00\u2019da yine Almanya\u2019dan T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisini alaca\u011f\u0131z. 16:30\u2019da ise k\u00fcresel piyasalar i\u00e7in olduk\u00e7a \u00f6nemli verilerden biri olan ABD T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisini yak\u0131ndan takip edece\u011fiz.''<\/p>\n
<\/strong> \u0130stanbul, 26 Ocak (Hibya)-Marba\u015f Menkul De\u011ferler, i\u00e7 tarafta haftan\u0131n geneline bak\u0131ld\u0131\u011f\u0131n\u0131nda makro veri a\u00e7\u0131s\u0131ndan g\u00f6rece zay\u0131f bir takvim izlenirken, bilan\u00e7o d\u00f6neminin ba\u015flamas\u0131yla beraber hisse bazl\u0131 hareketlerin \u00f6n plana \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcd\u00fcklerini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":38102,"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-38101","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\/38101","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=38101"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38101\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38102"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38101"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38101"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"