Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST100 endeksinin, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne; 63,38 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cA\u00e7\u0131l\u0131\u015f\u0131n ard\u0131ndan al\u0131mlar\u0131n \u00f6ne \u00e7\u0131kmas\u0131yla birlikte g\u00fcn i\u00e7erisinde dalgal\u0131 bir seyir izleyen ulusal-100 endeksi, g\u00fcn\u00fcn ikinci yar\u0131s\u0131nda al\u0131m i\u015ftah\u0131n\u0131n g\u00fc\u00e7lenmesiyle 13.182,05 puan seviyesini test ederek t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesini bir kez daha yeniledi. Endeks, seans\u0131n sonunu; y\u00fczde 1,42 oran\u0131nda y\u00fckseli\u015fle 13.177,32 puandan tamamlayarak kapan\u0131\u015f rekorunu da tazelemi\u015f oldu. \u0130\u015flem hacmi ise; \u00f6nceki g\u00fcnk\u00fc 181,6 Milyar TL d\u00fczeyinden, 192,4 Milyar TL\u2019ye y\u00fckseldi. Puan baz\u0131nda endekse en fazla pozitif etki eden \u015firket hisseleri; 80,08 puan ile ASELS, 8,77 puan ile SARKY ve 8,64 puan ile TRALT oldu.<\/p>\n
D\u00fcn, yurt i\u00e7i ekonomik takvimde; TCMB taraf\u0131ndan, T\u00dc\u0130K i\u015f birli\u011fi ile a\u00e7\u0131klanan 12 ay sonras\u0131na y\u00f6nelik Sekt\u00f6rel Enflasyon Beklentilerini takip ettik. Buna g\u00f6re beklentiler; piyasa kat\u0131l\u0131mc\u0131lar\u0131 i\u00e7in y\u00fczde 22,20, reel sekt\u00f6r i\u00e7in y\u00fczde 32,90 ve hanehalk\u0131 i\u00e7in y\u00fczde 52,08 olarak ger\u00e7ekle\u015fti. Ek olarak 12 ayl\u0131k d\u00f6nemde enflasyonun d\u00fc\u015fece\u011fini bekleyen hanehalk\u0131 oran\u0131 y\u00fczde 26,17 oldu. Verilere ili\u015fkin de\u011ferlendirmede bulunan Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, enflasyon beklentilerinde d\u00fc\u015f\u00fc\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtirken; hanehalk\u0131 enflasyon beklentilerinin t\u00fcm \u00fclkelerde, ger\u00e7ekle\u015fen enflasyon ve e\u011filimlerin \u00fczerinde seyretti\u011fini ve bunun \u00fclkemize \u00f6zg\u00fc bir durum olmad\u0131\u011f\u0131n\u0131 ifade etti. \u015eim\u015fek ayr\u0131ca, Ocak ay\u0131nda d\u00f6nemsel etkilerle ayl\u0131k enflasyonda ge\u00e7ici bir art\u0131\u015f g\u00f6r\u00fclebilece\u011fini, ancak y\u0131l genelinde dezenflasyon s\u00fcrecinin etkisiyle enflasyondaki d\u00fc\u015f\u00fc\u015fe daha g\u00fc\u00e7l\u00fc bir katk\u0131 sa\u011flanmas\u0131n\u0131n beklendi\u011fini vurgulad\u0131.<\/p>\n
K\u00fcresel tarafta ise, jeopolitik g\u00fcndem ve artan belirsizliklerin etkisiyle haftaya temkinli bir ba\u015flang\u0131\u00e7 yap\u0131l\u0131rken; g\u00fcvenli limana y\u00f6nelimin artmas\u0131yla birlikte Ons Alt\u0131n ve G\u00fcm\u00fc\u015f\u2019te tarihi zirveler yenilendi. Son d\u00f6nemde g\u00fcndemin \u00fcst s\u0131ralar\u0131nda yer alan Gr\u00f6nland cephesinde yeni bir geli\u015fme ya\u015fanmazken, ABD-\u00c7in hatt\u0131ndaki gerilimde ise; ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, Kanada\u2019n\u0131n \u00c7in ile serbest ticaret anla\u015fmas\u0131 yapmas\u0131 durumunda g\u00fcmr\u00fck tarifesi uygulanabilece\u011fi y\u00f6n\u00fcndeki tehdidine kar\u015f\u0131l\u0131k, Kanada Ba\u015fbakan\u0131 Mark Carney, \u00c7in ile b\u00f6yle bir anla\u015fma yapma niyetlerinin olmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
\u00d6te yandan Trump, ticaret anla\u015fmas\u0131n\u0131 y\u00fcr\u00fcrl\u00fc\u011fe koymad\u0131\u011f\u0131 gerek\u00e7esiyle G\u00fcney Kore\u2019ye uygulanan kar\u015f\u0131l\u0131kl\u0131 tarifelerin y\u00fczde 15\u2019ten y\u00fczde 25\u2019e \u00e7\u0131kar\u0131ld\u0131\u011f\u0131n\u0131 duyurdu. Rusya-Ukrayna cephesinde ise g\u00f6r\u00fc\u015fmeler sonras\u0131nda yap\u0131lan a\u00e7\u0131klamalar ve olas\u0131 yeni m\u00fczakere turlar\u0131 beklenirken, Avrupa Birli\u011fi taraf\u0131ndan Rusya\u2019dan do\u011fal gaz al\u0131m\u0131n\u0131n en ge\u00e7 2027 y\u0131l\u0131 sonuna kadar tamamen durdurulmas\u0131n\u0131 \u00f6ng\u00f6ren d\u00fczenleme onayland\u0131. Buna g\u00f6re, AB\u2019nin Rusya\u2019dan do\u011fal gaz ithalat\u0131 1 Kas\u0131m 2027 itibar\u0131yla tamamen sona erdirilmi\u015f olacak.<\/p>\n
Global veri g\u00fcndemine bak\u0131ld\u0131\u011f\u0131nda; Almanya\u2019da Ocak ay\u0131 Ifo \u0130\u015f D\u00fcnyas\u0131 G\u00fcven Endeksi 87,6 ile beklentilerin alt\u0131nda ve \u00f6nceki aya paralel seviyede ger\u00e7ekle\u015fti. ABD taraf\u0131nda ise, Kas\u0131m ay\u0131 Dayan\u0131kl\u0131 Mal Sipari\u015fleri y\u00fczde 5,3 art\u0131\u015f g\u00f6stererek beklentilerin belirgin \u015fekilde \u00fczerinde geldi. K\u00fcresel piyasalar a\u00e7\u0131s\u0131ndan bu hafta ger\u00e7ekle\u015ftirilecek Fed faiz karar\u0131 ve FOMC toplant\u0131s\u0131 ana odak noktas\u0131 olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Piyasalar, \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak faiz karar\u0131nda herhangi bir de\u011fi\u015fiklik beklemezken, ABD taraf\u0131nda tarihin en uzun kapanmas\u0131n\u0131n ard\u0131ndan sa\u011flanan ge\u00e7ici b\u00fct\u00e7e anla\u015fmas\u0131n\u0131n s\u00fcresinin dolmas\u0131yla, yeniden bir kapanma riskinin g\u00fcndeme gelebilece\u011fine dair endi\u015feler de yak\u0131ndan izleniyor.<\/p>\n
Yeni g\u00fcnde \u015fu an i\u00e7in; ABD ve Avrupa\u2019n\u0131n vadeli endeksleri b\u00fcy\u00fck oranda pozitif bir seyir izlerken, Asya-Pasifik borsalar\u0131 ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergiliyor. B\u0130ST100 endeksinin, g\u00fcne \u2018yatay\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde bug\u00fcn i\u00e7in makro veri a\u00e7\u0131klamas\u0131 bulunmuyor.<\/p>\n
\u00a0Asya seans\u0131nda, \u00c7in\u2019de Aral\u0131k ay\u0131na ili\u015fkin Sanayi Karlar\u0131 verisinde kademeli iyile\u015fme g\u00f6r\u00fcl\u00fcrken; k\u00fcresel tarafta ise ABD\u2019de Kas\u0131m ay\u0131na ait S&P\/Case-Shiller 20 \u015eehir Konut Fiyat Endeksi ile Ocak ay\u0131 Conference Board T\u00fcketici G\u00fcveni verileri izlenecek. Bununla birlikte; jeopolitik riskler (\u0130ran, Gr\u00f6nland ve Rusya-Ukrayna ba\u015fl\u0131klar\u0131), ticaret sava\u015flar\u0131na ili\u015fkin geli\u015fmeler ve ABD\u2019de olas\u0131 yeniden \u201ckapanma\u201d s\u00fcrecine dair a\u00e7\u0131klamalar, piyasalardaki fiyatlamalar \u00fczerinde belirleyici olabilir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 Ocak (Hibya) \u2013 Alnus Yat\u0131r\u0131m, B\u0130ST100 endeksinin, g\u00fcne \u2018yatay\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":38684,"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-38683","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\/38683","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=38683"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38683\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38684"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"