Gedik Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 piyasa analizinde, ABD ve Avrupa vadeli endekslerindeki pozitif a\u00e7\u0131l\u0131\u015f sinyalleri, Fed faiz karar\u0131 \u00f6ncesi beklentiler ve otomotiv sekt\u00f6r\u00fcndeki talep dayan\u0131kl\u0131l\u0131\u011f\u0131 de\u011ferlendirildi. Piyasalardaki genel e\u011filime ili\u015fkin \u015fu bilgiler verildi:<\/p>\n
“K\u00fcresel piyasalarda risk i\u015ftah\u0131, haftaya ba\u015flarken ya\u015fanan sert dalgalanmalar\u0131n ard\u0131ndan belirgin \u015fekilde toparlanarak g\u00fc\u00e7 kazanmaya devam ediyor. MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi tarihi zirvelerine olduk\u00e7a yak\u0131n seyrediyor; Asya borsalar\u0131 y\u00fczde 0,7\u2019lik y\u00fckseli\u015fle yeni rekorlar test ederken ABD ve Avrupa vadeli endeksleri de pozitif a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor. \u00d6nceki g\u00fcnlerde Japonya tahvil piyasas\u0131nda ya\u015fanan oynakl\u0131k ve yenin seyrine ili\u015fkin m\u00fcdahale spek\u00fclasyonlar\u0131 \u00e7apraz varl\u0131k oynakl\u0131\u011f\u0131n\u0131 art\u0131rm\u0131\u015f olsa da, piyasa genelinde bu risklerin k\u0131sa vadede sindirildi\u011fi g\u00f6r\u00fcl\u00fcyor.\u00a0<\/p>\n
D\u00f6viz taraf\u0131nda yen, iki g\u00fcnl\u00fck toparlanman\u0131n ard\u0131ndan dolar kar\u015f\u0131s\u0131nda hafif zay\u0131flarken, Dolar Endeksi 2022\u2019den bu yana g\u00f6r\u00fclen d\u00fc\u015f\u00fck seviyelere yak\u0131n seyrini koruyor; g\u00fcvenli liman talebiyle alt\u0131n ve g\u00fcm\u00fc\u015f ise rekor seviyelere yak\u0131n fiyatlanmaya devam ediyor.<\/p>\n
Piyasa oda\u011f\u0131 bu noktadan sonra hem makro hem de mikro ba\u015fl\u0131klara kaym\u0131\u015f durumda. \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak Fed faiz karar\u0131 ve Ba\u015fkan Jerome Powell\u2019\u0131n bas\u0131n toplant\u0131s\u0131, yaln\u0131zca para politikas\u0131 patikas\u0131 a\u00e7\u0131s\u0131ndan de\u011fil, ayn\u0131 zamanda Fed\u2019in ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na ili\u015fkin tart\u0131\u015fmalar nedeniyle de yak\u0131ndan izlenecek. \u00d6zellikle Trump\u2019\u0131n Powell sonras\u0131 d\u00f6nem i\u00e7in yapaca\u011f\u0131 olas\u0131 atamalara dair beklentiler, faiz fiyatlamalar\u0131nda oynakl\u0131\u011fa neden oluyor. Hisse senedi cephesinde ise bilan\u00e7o sezonunun en yo\u011fun haftas\u0131nda, \u201cMuhte\u015fem Yedili\u201d olarak an\u0131lan mega \u00f6l\u00e7ekli teknoloji \u015firketlerinden gelecek sonu\u00e7lar, yapay zeka temelli rallinin s\u00fcrd\u00fcr\u00fclebilirli\u011fini test edecek.<\/p>\n
Asya piyasalar\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7l\u00fc bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor. G\u00fcney Kore Kospi endeksi, Donald Trump\u2019\u0131n tarife tehditlerine ra\u011fmen sert d\u00fc\u015f\u00fc\u015fler yerine \u201cdipten al\u0131m\u201d e\u011filimiyle y\u00fckselerek y\u0131l\u0131n en iyi performans g\u00f6steren endekslerinden biri olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Piyasalar, Trump\u2019\u0131n ge\u00e7mi\u015fte de benzer sert s\u00f6ylemlerden geri ad\u0131m atm\u0131\u015f olmas\u0131n\u0131, bu a\u00e7\u0131klamalar\u0131n daha \u00e7ok taktiksel bir bask\u0131 unsuru olarak de\u011ferlendirilmesine neden olan ana fakt\u00f6r olarak g\u00f6r\u00fcyor. Tahvil piyasas\u0131nda ABD Hazine tahvilleri dar bantta hareket ederken, 2025 sonunda yap\u0131lan \u00fc\u00e7 faiz indiriminin ard\u0131ndan Fed\u2019in bir s\u00fcre bekle-g\u00f6r politikas\u0131na ge\u00e7ece\u011fi alg\u0131s\u0131 g\u00fc\u00e7leniyor.\u00a0<\/p>\n
Genel resimde, hisse senetlerinde y\u00fckseli\u015f trendi korunurken, d\u00f6viz ve emtia piyasalar\u0131ndaki y\u00fcksek fiyatlamalar yat\u0131r\u0131mc\u0131lar\u0131n temkinli iyimserlik modunda kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Avrupa piyasalar\u0131, k\u00fcresel risk i\u015ftah\u0131ndaki toparlanman\u0131n deste\u011fiyle g\u00fcne pozitif bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, yat\u0131r\u0131mc\u0131lar hem b\u00f6lgenin b\u00fcy\u00fcme-enflasyon dengesine dair sinyalleri hem de \u015firket bilan\u00e7olar\u0131n\u0131n y\u00f6n g\u00f6stericili\u011fini yak\u0131ndan izliyor. Son d\u00f6nemde ABD taraf\u0131nda Avrupa\u2019ya y\u00f6nelik tarife s\u00f6ylemlerinin yeniden g\u00fcndeme gelmesi k\u0131sa s\u00fcreli bir belirsizlik yaratm\u0131\u015f olsa da Donald Trump\u2019\u0131n geri ad\u0131m atmas\u0131, en az\u0131ndan \u015fimdilik \u201cticaret gerilimi\u201d ba\u015fl\u0131\u011f\u0131nda tansiyonu d\u00fc\u015f\u00fcrerek riskli varl\u0131klara alan a\u00e7\u0131yor. Sekt\u00f6r taraf\u0131nda otomotiv \u00f6ne \u00e7\u0131k\u0131yor. 2025\u2019te Avrupa otomobil sat\u0131\u015flar\u0131n\u0131n \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc y\u0131l artmas\u0131, \u00f6zellikle daha eri\u015filebilir elektrikli ve hibrit modellere kayan talebin t\u00fcketici taraf\u0131ndaki dayan\u0131kl\u0131l\u0131\u011fa i\u015faret etti\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor; bu da hem \u00fcreticiler hem de tedarik zinciri (batarya, yar\u0131 iletken, par\u00e7a \u00fcreticileri) hisseleri a\u00e7\u0131s\u0131ndan g\u00fcn i\u00e7i fiyatlamalarda \u00f6nemli bir tema olabilir.\u00a0<\/p>\n
Makro veri ak\u0131\u015f\u0131nda g\u00fcn\u00fcn kritik ba\u015fl\u0131klar\u0131 Fransa t\u00fcketici g\u00fcveni ve \u0130spanya i\u015fsizlik verileri olacak; bu veriler, hanehalk\u0131 talebinin g\u00fcc\u00fc ve istihdam g\u00f6r\u00fcn\u00fcm\u00fcne dair alg\u0131y\u0131 \u015fekillendirerek \u00f6zellikle i\u00e7 t\u00fcketime duyarl\u0131 sekt\u00f6rlerde (perakende, bankac\u0131l\u0131k, sanayi) oynakl\u0131\u011f\u0131 art\u0131rabilir. Bu arka planda vadeli i\u015flemler, Euro Stoxx 50\u2019de y\u00fczde 0,4 ve Stoxx 600\u2019de y\u00fczde 0,2 art\u0131\u015fla daha g\u00fc\u00e7l\u00fc bir a\u00e7\u0131l\u0131\u015fa i\u015faret ederken, g\u00fcn\u00fcn genel tonu \u201ctemkinli iyimserlik\u201d \u00e7er\u00e7evesinde; yani y\u00fckseli\u015f e\u011filimi korunuyor fakat ticaret ba\u015fl\u0131klar\u0131 ve veri ak\u0131\u015f\u0131 nedeniyle piyasan\u0131n g\u00fcn i\u00e7inde h\u0131zl\u0131 y\u00f6n de\u011fi\u015fimlerine a\u00e7\u0131k kalmas\u0131 bekleniyor.<\/p>\n
Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, \u201cPiyasan\u0131n y\u0131l sonu i\u00e7in y\u00fczde 23,20 seviyesinde olan enflasyon beklentisi, hedefimizin \u00fczerinde olsa da mevcut enflasyon d\u00fczeyine k\u0131yasla belirgin bir iyile\u015fmeye i\u015faret ediyor” a\u00e7\u0131klamas\u0131nda bulundu. Dolar endeksi taraf\u0131nda ise zay\u0131flama devam etti. Bug\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin. ABD taraf\u0131nda t\u00fcketici g\u00fcven endeksi \u00f6n plana \u00e7\u0131kacak. Yar\u0131n ise FED faiz karar\u0131 haftan\u0131n maj\u00f6r verisi olarak izlenecek olup, piyasalarda faizlerin sabit b\u0131rak\u0131laca\u011f\u0131 beklentisi hakim. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,39 civar\u0131nda yataya yak\u0131n seyirler izliyor.”<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 27 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda ya\u015fanan sert dalgalanmalar\u0131n ard\u0131ndan risk i\u015ftah\u0131n\u0131n toparland\u0131\u011f\u0131n\u0131, MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi’nin tarihi zirvelere yakla\u015ft\u0131\u011f\u0131n\u0131 ve yurt i\u00e7inde dezenflasyonist s\u00fcrece dair iyimser beklentilerin korundu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":38718,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-38717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38717","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=38717"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38717\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38718"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"