Marba\u015f Menkul De\u011ferler'in raporunda, i\u00e7 tarafta 300 dolar\u0131n \u00fczerindeki hareketlerin ard\u0131ndan genele yay\u0131lan kar sat\u0131\u015flar\u0131n\u0131n takip edildi\u011fi belirtildi. \u00d6zellikle bankac\u0131l\u0131k endeksiyle birlikte otomotiv \u015firketleri haricinde BIST30 hisselerinde kar sat\u0131\u015flar\u0131n\u0131n ya\u015fand\u0131\u011f\u0131n\u0131 fakat genel g\u00f6r\u00fcn\u00fcmde bir bozulma olmad\u0131\u011f\u0131, hareketin sa\u011fl\u0131kl\u0131 bir \u015fekilde devaml\u0131l\u0131\u011f\u0131 i\u00e7in bu gibi kar sat\u0131\u015flar\u0131n\u0131n sa\u011fl\u0131kl\u0131 oldu\u011funa inan\u0131ld\u0131\u011f\u0131 vurgulan\u0131rken \u015fu bilgiler verildi:<\/p>\n
“G\u00fcn i\u00e7erisinde i\u00e7 tarafta \u00f6nemli bir makro veri bulunmazken piyasan\u0131n ana odak noktas\u0131n\u0131n Ocak enflasyonu olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken g\u00fc\u00e7l\u00fc momentumun yerini temkinli iyimserli\u011fe b\u0131rakt\u0131\u011f\u0131n\u0131 izlemekteyiz. Endeks i\u00e7in destek seviyesi olarak ilk a\u015famada 300 dolar band\u0131n\u0131 takip etmekteyiz. \u00d6zetle y\u00fckseli\u015fin sindirilme \u00e7abas\u0131 i\u00e7erisinde oldu\u011fumuzu d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
ABD piyasalar\u0131nda haftan\u0131n en \u00f6nemli g\u00fcn\u00fcn\u00fc takip edece\u011fiz. Beklentinin sabit b\u0131rak\u0131laca\u011f\u0131 y\u00f6n\u00fcnde olan FED Faiz Karar\u0131 ve ard\u0131ndan Powell\u2019\u0131n konu\u015fmalar\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nem indirim d\u00f6ng\u00fcs\u00fc konusunda y\u00f6n tayin edici olmas\u0131n\u0131 beklesek de May\u0131s ay\u0131nda FED ba\u015fkan de\u011fi\u015fimi ve Powell\u2019a a\u00e7\u0131lan soru\u015fturmalar\u0131n s\u00fcrmesi FED nezdinde ba\u011f\u0131ms\u0131zl\u0131k konusunda soru i\u015faretlerini art\u0131rm\u0131\u015f durumda. FED karar\u0131n\u0131n ard\u0131ndan zay\u0131f gelen INTEL bilan\u00e7osunun ard\u0131ndan teknoloji temas\u0131n\u0131n k\u0131sa vadeli s\u00fcrmesi a\u00e7\u0131s\u0131ndan Microsoft, Tesla ve Meta bilan\u00e7olar\u0131n\u0131 takip edece\u011fiz. Teknoloji temas\u0131 k\u0131sa vade i\u00e7in s\u00fcrerken, ABD\u2019nin sa\u011fl\u0131k devi UnitedHealt\u2019in beklentilerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyona gitmesi ve Trump y\u00f6netiminin Medicare Advantage \u00f6deme oranlar\u0131n\u0131 beklenenden \u00e7ok daha az art\u0131rmas\u0131 sonucu Dow Jones endeksi \u00fczerinde bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. Yukar\u0131daki geli\u015fmelere ek olarak ise h\u00fck\u00fcmet kapanmas\u0131 riski, ABD\u2019nin \u0130ran\u2019a do\u011fru filo g\u00f6ndermesi, Kanada ile devam eden jeopolitik tansiyonun s\u00fcr\u00fc\u015f\u00fc gibi risk unsurlar\u0131n\u0131n fiyatlama \u00fczerinde bask\u0131 olu\u015fturaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. \u00d6zetle yo\u011fun haber ak\u0131\u015f\u0131 i\u00e7erisinde risklerin ilk a\u015famada fiyatlanmad\u0131\u011f\u0131 ABD piyasalar\u0131n\u0131 takip etmekteyiz.<\/p>\n
Asya-Pasifik\u2019te b\u00f6lgesinde g\u00fcndemin merkezinde Japonya yer al\u0131yor: Ba\u015fbakan Sanae Takaichi, Tayvan\u2019a y\u00f6nelik ABD\u2019ye kar\u015f\u0131 olas\u0131 bir sald\u0131r\u0131 durumunda Japonya\u2019n\u0131n harekete ge\u00e7memesinin Washington ile ittifak\u0131 \u00e7\u00f6kertebilece\u011fini belirterek g\u00fcvenlik politikas\u0131nda net bir duru\u015f sergiledi; bu a\u00e7\u0131klama \u00c7in ile gerilimin artabilece\u011fine i\u015faret ederken b\u00f6lgesel jeopolitik risk alg\u0131s\u0131n\u0131 y\u00fckseltti. \u00d6te yandan 8 \u015eubat\u2019ta yap\u0131lacak erken genel se\u00e7imler i\u00e7in kampanya s\u00fcreci resmen ba\u015flad\u0131 ve bu s\u00fcre\u00e7 hem savunma politikalar\u0131 hem de ekonomik y\u00f6nelim a\u00e7\u0131s\u0131ndan belirsizlik yarat\u0131yor. Japonya Merkez Bankas\u0131 (BOJ) yetkilileri zay\u0131f yenin enflasyon \u00fczerindeki etkilerine kar\u015f\u0131 daha temkinli bir ton benimserken para politikas\u0131nda aceleci ad\u0131mlardan ka\u00e7\u0131n\u0131laca\u011f\u0131 mesaj\u0131 veriliyor. Bu siyasi ve ekonomik geli\u015fmelerin g\u00f6lgesinde Nikkei 225 endeksi g\u00fcn\u00fc y\u00fczde 0,59 d\u00fc\u015f\u00fc\u015fle tamamlarken, b\u00f6lge genelinde yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik riskler, kur oynakl\u0131\u011f\u0131 ve merkez bankas\u0131 ad\u0131mlar\u0131n\u0131 yak\u0131ndan izledi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Avrupa borsalar\u0131, jeopolitik gerginliklerin azalmas\u0131 ve Avrupa Birli\u011fi ile Hindistan aras\u0131nda imzalanan \u201ctarihi\u201d serbest ticaret anla\u015fmas\u0131n\u0131n etkisiyle haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcn\u00fc Almanya hari\u00e7 y\u00fckseli\u015fle tamamlad\u0131; bu anla\u015fma, tarifelerin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde d\u00fc\u015f\u00fcr\u00fclmesini \u00f6ng\u00f6rerek iki tarafl\u0131 ticareti art\u0131rmay\u0131 ve ekonomik ili\u015fkileri derinle\u015ftirmeyi hedefliyor. Avro\/dolar paritesi, artan risk i\u015ftah\u0131 ve g\u00fc\u00e7l\u00fc ekonomik verilere ba\u011fl\u0131 olarak Haziran 2021\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131, bu da para birimine olan talebin g\u00fc\u00e7lendi\u011fini i\u015faret ediyor. \u0130ngiltere cephesinde ise Ba\u015fbakan Keir Starmer, \u00fclkesinin ABD ile \u00c7in aras\u0131nda bir tercih yapmak zorunda kalmayaca\u011f\u0131n\u0131, her iki ili\u015fkiyi de s\u00fcrd\u00fcr\u00fclebilir \u015fekilde geli\u015ftireceklerini belirtti; bu a\u00e7\u0131klama, bir yandan k\u00fcresel ticaret politikas\u0131nda esneklik mesaj\u0131 verirken \u00f6te yandan Avrupa\u2019n\u0131n \u00e7ok y\u00f6nl\u00fc diplomasi stratejisini yans\u0131t\u0131yor. Avrupa liderleri ayn\u0131 zamanda Kuzey Kutbu ve Gr\u00f6nland gibi stratejik konularda ortak duru\u015flar\u0131n\u0131 g\u00fc\u00e7lendirme \u00e7abas\u0131 i\u00e7inde olduklar\u0131n\u0131 ifade etti.<\/p>\n
Emtialar \u00fczerinde talep \u015foku ya\u015fan\u0131rken jeopolitik risklerle beraber rekor fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir makro veri bulunmamaktad\u0131r.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019de FED Faiz karar\u0131n\u0131 ve Powell\u2019\u0131n konu\u015fmalar\u0131n\u0131 takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 28 Ocak (Hibya) – Marba\u015f Menkul De\u011ferler, May\u0131s ay\u0131nda FED ba\u015fkan de\u011fi\u015fimi ve Powell\u2019a a\u00e7\u0131lan soru\u015fturmalar\u0131n s\u00fcrmesinin FED nezdinde ba\u011f\u0131ms\u0131zl\u0131k konusunda soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":39144,"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-39143","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\/39143","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=39143"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/39143\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/39144"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=39143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=39143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=39143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"