Marba\u015f Menkul De\u011ferler\u2019in raporunda i\u00e7 tarafta Aselsan \u00f6nc\u00fcl\u00fc\u011f\u00fcnde 3 dolar seviyesini a\u015farken topyekun hareketten ziyade hisse bazl\u0131 hareketlerin \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cSert y\u00fckseli\u015fe paralel olarak artan teminat tamamlama \u00e7a\u011fr\u0131lar\u0131n\u0131n ise endekste volatiliteyi art\u0131r\u0131c\u0131 nitelikte oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrken, \u015eubat ay\u0131n\u0131n yakla\u015fmas\u0131 ve Ocak enflasyonunu alacak olmam\u0131z sebebiyle piyasalar\u0131n k\u0131sa vadeli g\u00fc\u00e7l\u00fc iyimserlikten temkinli iyimserlik moduna evrilece\u011fini d\u00fc\u015f\u00fcnmekteyiz. Bilan\u00e7o d\u00f6neminin de ba\u015flamas\u0131yla beraber hisse se\u00e7imlerinin \u00f6neminin artt\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken, endeks i\u00e7in 3 dolar destek seviyesini takip etmekteyiz.<\/p>\n
ABD piyasalar\u0131n\u0131n k\u0131sa vadeli pozitif ana temas\u0131n\u0131 bilan\u00e7olar olu\u015ftururken, \u00c7ar\u015famba g\u00fcn\u00fc Meta, Microsoft ve Tesla bilan\u00e7olar\u0131n\u0131n k\u0131sa vadeli fiyatlamalar a\u00e7\u0131s\u0131ndan \u00f6nem arz etti\u011fini izleyece\u011fiz. Buna ek olarak ise negatif temay\u0131 Minneapolis\u2019te bir Amerikan vatanda\u015f\u0131n federal ajanlar taraf\u0131ndan \u00f6ld\u00fcr\u00fclmesinin ard\u0131ndan Senato \u0130\u00e7 G\u00fcvenlik Bakanl\u0131\u011f\u0131 b\u00fct\u00e7esini bloke etme giri\u015fimi nedeniyle h\u00fck\u00fcmetin kapanma riskini olu\u015fturdu\u011funu g\u00f6rmekteyiz.<\/p>\n
Bug\u00fcn Trump\u2019\u0131n konu\u015fmas\u0131nda ise ticaret politikalar\u0131 ve jeopolitik tutum konusunda deme\u00e7lerini takip ederken, artan tansiyonun azalmas\u0131n\u0131 pozitif de\u011ferlendirmekteyiz. Yar\u0131n ise FED faiz karar\u0131n\u0131 takip ederken, beklentilerin pas ge\u00e7mesi y\u00f6n\u00fcnde \u015fekillendi\u011fini, karardan ziyade karar metni ve Powell\u2019\u0131n konu\u015fmalar\u0131n\u0131n gelecek beklentilerini \u015fekillendirece\u011fini d\u00fc\u015f\u00fcnmekteyiz. \u00d6zetle yo\u011fun takvim alt\u0131nda ABD piyasalar\u0131nda g\u00f6rece iyimser havan\u0131n esti\u011fini g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te g\u00fcndem hem jeopolitik hem ekonomik ba\u015fl\u0131klarda yo\u011funla\u015f\u0131rken, Japonya Ba\u015fbakan\u0131\u2019n\u0131n Tayvan gerilimi sonras\u0131 \u00c7in Devlet Ba\u015fkan\u0131 ile g\u00f6r\u00fc\u015fme iste\u011fini a\u00e7\u0131klamas\u0131 b\u00f6lgede tansiyonu d\u00fc\u015f\u00fcrmeye y\u00f6nelik diplomatik bir ad\u0131m olarak \u00f6ne \u00e7\u0131kt\u0131; bu mesaj\u0131n risk alg\u0131s\u0131n\u0131 s\u0131n\u0131rlamas\u0131yla Nikkei endeksi y\u00fczde 0,65 y\u00fckselirken, Japonya\u2019da Aral\u0131k ay\u0131 Hizmet \u00dcFE\u2019nin y\u00fczde 2,60\u2019a gerilemesi (\u00f6nceki y\u00fczde 2,70) maliyet bask\u0131lar\u0131nda kademeli bir yava\u015flamaya i\u015faret etti.<\/p>\n
\u00c7in taraf\u0131nda ise Pekin y\u00f6netiminin Tayvan, G\u00fcney Kore, Malezya ve Tayland men\u015feli sentetik filament iplikten dokunmu\u015f mensucat ithalat\u0131na y\u00f6nelik mevcut damping \u00f6nlemlerini g\u00f6zden ge\u00e7irece\u011fini duyurmas\u0131 b\u00f6lgesel ticaret dengeleri a\u00e7\u0131s\u0131ndan dikkat \u00e7ekerken, 2025 y\u0131l\u0131nda son d\u00f6rt y\u0131l\u0131n ilk y\u0131ll\u0131k sanayi kar art\u0131\u015f\u0131n\u0131n bildirilmesi imalat sekt\u00f6r\u00fcnde toparlanma sinyali vererek b\u00f6lge piyasalar\u0131ndaki risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n
Avrupa taraf\u0131nda g\u00fcndem g\u00fcvenlik, ticaret ve diplomasi ba\u015fl\u0131klar\u0131nda yo\u011funla\u015ft\u0131: AB Komisyonu, 8 \u00fcye \u00fclkenin daha SAFE program\u0131 planlar\u0131n\u0131 onaylayarak savunma finansman\u0131 ve stratejik kapasite art\u0131\u015f\u0131na y\u00f6nelik s\u00fcreci geni\u015fletirken, NATO cephesinde Avrupa\u2019n\u0131n savunma harcamalar\u0131n\u0131 art\u0131rmas\u0131 gerekti\u011fi vurgular\u0131 \u00f6ne \u00e7\u0131kt\u0131; enerji taraf\u0131nda AB\u2019nin Rus gaz\u0131n\u0131 a\u015famal\u0131 olarak devre d\u0131\u015f\u0131 b\u0131rakma plan\u0131 g\u00fcndemdeki yerini koruyor.<\/p>\n
Ticaret cephesinde ise AB ve Hindistan\u2019\u0131n uzun s\u00fcredir m\u00fczakere edilen b\u00fcy\u00fck serbest ticaret anla\u015fmas\u0131n\u0131 a\u00e7\u0131klamaya haz\u0131rland\u0131\u011f\u0131 belirtiliyor; anla\u015fman\u0131n \u00f6zellikle otomotiv, sanayi ve tar\u0131m sekt\u00f6rlerinde etkili olmas\u0131 bekleniyor. Diplomatik tarafta \u0130ngiltere Ba\u015fbakan\u0131 Keir Starmer\u2019\u0131n ili\u015fkileri onarmak amac\u0131yla \u00c7in\u2019e gitmesi, Avrupa-\u00c7in hatt\u0131nda yeni bir denge aray\u0131\u015f\u0131na i\u015faret ederken, Ukrayna sava\u015f\u0131 ve g\u00fcvenlik mimarisi tart\u0131\u015fmalar\u0131 b\u00f6lgedeki jeopolitik risk alg\u0131s\u0131n\u0131 canl\u0131 tutmaya devam ediyor.<\/p>\n
Emtialar \u00fczerinde talep \u015foku ya\u015fan\u0131rken 2026 i\u00e7in \u00fcst bant beklentilerini olu\u015fturan 5100 dolar b\u00f6lgesinin Ocak ay\u0131 bitmeden geldi\u011fini izlemekteyiz. 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. Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir makro veri bulunmamaktad\u0131r.\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 Ocak (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, Brent petrolde k\u0131sa vadeli yukar\u0131 y\u00f6nl\u00fc hareketler g\u00f6r\u00fclse de etkinin s\u0131n\u0131rl\u0131 olaca\u011f\u0131n\u0131 ve fiyatlaman\u0131n kal\u0131c\u0131 olmad\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":38636,"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-38635","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\/38635","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=38635"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38635\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38636"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38635"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38635"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"