Gedik Yat\u0131r\u0131m'In raporunda, k\u00fcresel piyasalarda risk i\u015ftah\u0131 g\u00fc\u00e7lenirken, teknoloji hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde hisse senetlerinin son bir ay\u0131n en uzun y\u00fckseli\u015f serisine yakla\u015fm\u0131\u015f durumda oldu\u011fu belirtildi. Asya borsalar\u0131n\u0131n teknoloji hisseleri sayesinde tarihi zirveleri test etti\u011fi vurgulan\u0131rkne \u015fu bilgiler verildi:<\/p>\n
“ABD taraf\u0131nda S&P 500\u2019\u00fcn rekor kapan\u0131\u015f\u0131 sonras\u0131 vadeli i\u015flemler pozitif sinyal verirken, SoftBank\u2019\u0131n OpenAI\u2019a ek 30 milyar dolarl\u0131k yat\u0131r\u0131m g\u00f6r\u00fc\u015fmeleri Nasdaq ve teknoloji temal\u0131 varl\u0131klara olan ilgiyi daha da art\u0131r\u0131yor. Buna kar\u015f\u0131n Avrupa borsalar\u0131nda daha temkinli bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor ve s\u0131n\u0131rl\u0131 geri \u00e7ekilmeler dikkat \u00e7ekiyor.<\/p>\n
D\u00f6viz piyasalar\u0131nda ise ABD dolar\u0131ndaki zay\u0131fl\u0131k ana tema olmay\u0131 s\u00fcrd\u00fcr\u00fcyor; Trump\u2019\u0131n dolar\u0131n de\u011fer kayb\u0131na ili\u015fkin kayg\u0131 ta\u015f\u0131mad\u0131\u011f\u0131n\u0131 belirtmesi, piyasada dolar\u0131n uzun vadeli bir d\u00fc\u015f\u00fc\u015f trendine girip girmedi\u011fi tart\u0131\u015fmalar\u0131n\u0131 alevlendirmi\u015f durumda. Dolar Endeksi son d\u00f6rt y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine inerken, Asya para birimleri ve \u00f6zellikle G\u00fcney Kore wonu dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7 kazan\u0131yor.<\/p>\n
Emtia taraf\u0131nda dolar zay\u0131fl\u0131\u011f\u0131n\u0131n etkisi \u00e7ok daha net hissediliyor; alt\u0131n 2026 y\u0131l\u0131 boyunca s\u00fcren g\u00fc\u00e7l\u00fc rallisini h\u0131zland\u0131rarak 5.200 dolar\u0131n \u00fczerine \u00e7\u0131karak rekor tazelerken, y\u0131l ba\u015f\u0131ndan bu yana yakla\u015f\u0131k y\u00fczde 20 de\u011fer kazanm\u0131\u015f durumda. G\u00fcm\u00fc\u015fte ise art\u0131\u015f \u00e7ok daha sert ve y\u00fczde 50\u2019yi a\u015fan y\u00fckseli\u015fler dikkat \u00e7ekiyor. Jeopolitik belirsizlikler, Fed\u2019e y\u00f6nelik tart\u0131\u015fmalar ve para birimi de\u011fer kayb\u0131 endi\u015feleri, yat\u0131r\u0131mc\u0131lar\u0131 yeniden \u201cde\u011fer saklama\u201d temal\u0131 varl\u0131klara y\u00f6nlendiriyor.<\/p>\n
Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k getiriler Fed karar\u0131 \u00f6ncesinde hafif gerilerken, piyasalar Merkez Bankas\u0131\u2019n\u0131n faiz indirim d\u00f6ng\u00fcs\u00fcne ara verece\u011fini ve g\u00fc\u00e7l\u00fc istihdam verileri \u0131\u015f\u0131\u011f\u0131nda daha temkinli, veri odakl\u0131 bir duru\u015f sergileyece\u011fini fiyatl\u0131yor. Bununla birlikte ABD\u2019nin y\u00fcksek bor\u00e7 seviyesi nedeniyle dolar istikrar\u0131n\u0131n kritik \u00f6nemde oldu\u011fu g\u00f6r\u00fc\u015f\u00fc \u00f6ne \u00e7\u0131k\u0131yor. Genel tabloya bak\u0131ld\u0131\u011f\u0131nda, hisse senetlerinde iyimserlik s\u00fcrerken, dolar\u0131n seyri ve Fed\u2019in verece\u011fi mesajlar hem k\u00fcresel risk alg\u0131s\u0131 hem de emtia ve geli\u015fen \u00fclke piyasalar\u0131 a\u00e7\u0131s\u0131ndan k\u0131sa vadeli y\u00f6n tayininde belirleyici olmaya devam ediyor.<\/p>\n
Avrupa piyasalar\u0131, k\u00fcresel teknoloji hisselerindeki g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin ve ABD\u2019de a\u00e7\u0131klanacak b\u00fcy\u00fck teknoloji \u015firketi bilan\u00e7olar\u0131 ile Fed\u2019in para politikas\u0131 karar\u0131 \u00f6ncesindeki iyimserli\u011fin etkisiyle g\u00fcne y\u00fckseli\u015fle ba\u015flamaya haz\u0131rlan\u0131yor. Dolar\u0131n Trump\u2019\u0131n zay\u0131f dolara toleransl\u0131 mesajlar\u0131 sonras\u0131 son d\u00f6rt y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine gerilemesi, d\u00f6viz ve riskli varl\u0131klar cephesinde yak\u0131ndan izlenirken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Almanya\u2019da \u015fubat ay\u0131 t\u00fcketici g\u00fcveni ile \u0130talya\u2019da ocak ay\u0131na ili\u015fkin t\u00fcketici ve reel sekt\u00f6r g\u00fcven endeksleri yer al\u0131yor. AB\u2013 Hindistan ticaret anla\u015fmas\u0131na y\u00f6nelik beklentilerle sal\u0131 g\u00fcn\u00fc primlenen Avrupa borsalar\u0131nda, vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endekslerinin s\u0131ras\u0131yla y\u00fczde 0,5 ve y\u00fczde 0,4 art\u0131da seyretmesi pozitif a\u00e7\u0131l\u0131\u015f sinyali veriyor.<\/p>\n
Makroekonomik veri g\u00fcndeminde ise Avrupa \u00f6zelinde Almanya\u2019da \u015fubat ay\u0131 t\u00fcketici g\u00fcveni ile \u0130talya\u2019da ocak ay\u0131 t\u00fcketici ve reel sekt\u00f6r g\u00fcven endeksleri \u00f6ne \u00e7\u0131k\u0131yor. Buna ek olarak, AB ile Hindistan aras\u0131nda imzalanan kapsaml\u0131 ticaret anla\u015fmas\u0131na y\u00f6nelik iyimserlik, sal\u0131 g\u00fcn\u00fc Avrupa borsalar\u0131nda al\u0131mlar\u0131 desteklemi\u015fti. Genel g\u00f6r\u00fcn\u00fcmde, k\u00fcresel teknoloji temas\u0131, zay\u0131f dolar ve ticaret anla\u015fmalar\u0131na dair beklentiler Avrupa piyasalar\u0131nda k\u0131sa vadede pozitif momentumun korunabilece\u011fine i\u015faret ediyor.<\/p>\n
D\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin seyrederken, ABD\u2019de t\u00fcketici g\u00fcveni ocak ay\u0131nda 90,6 beklentisinin olduk\u00e7a alt\u0131nda 84,5 ile May\u0131s 2014 y\u0131l\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc. Bug\u00fcn g\u00f6zler FED faiz karar\u0131nda olacak. Piyasalar FED\u2019den politika faizini sabit b\u0131rakmas\u0131n\u0131 bekliyor. FED Ba\u015fkan\u0131 J. Powell\u2019\u0131n verece\u011fi mesajlar yak\u0131ndan takip edilecek. Yurt i\u00e7erisinde ise veri ak\u0131\u015f\u0131 sakin seyredecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,41 civar\u0131nda yataya yak\u0131n seyirler izliyor. Dolar endeksi 96,08 civar\u0131nda hafif sat\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm sergilerken, geli\u015fmekte olan \u00fclke para birimleri ise bu sabah dolar kar\u015f\u0131s\u0131nda kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcmler sergiliyor.”<\/p>\n
<\/strong> \u0130stanbul, 28 Ocak (Hibya) – Gedik Yat\u0131r\u0131m, Asya borsalar\u0131n\u0131n teknoloji hisseleri sayesinde tarihi zirveleri test etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":39220,"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-39219","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\/39219","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=39219"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/39219\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/39220"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=39219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=39219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=39219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"