Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST-100 endeksinin, d\u00fcnk\u00fc; 43,14 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 ifade edildi. \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cA\u00e7\u0131l\u0131\u015f sonras\u0131nda yukar\u0131 y\u00f6nl\u00fc hareketine devam eden endeks, g\u00fcn i\u00e7erisinde global \u00e7apl\u0131 bir varl\u0131k y\u00f6netim \u015firketinin rekabet\u00e7i bir fonuna T\u00fcrk hisselerindeki pay\u0131n\u0131 art\u0131rmas\u0131 ve i\u00e7 tarafta bunun olumlu yans\u0131mas\u0131 ile, \u00f6zellikle fona dahil edilen paylardan birisi olan ve 43,02 puanl\u0131k katk\u0131 sa\u011flayan AKBNK etkisiyle de y\u00fckseli\u015fini s\u00fcrd\u00fcrerek 13.512,42 puan ulusal-100 endeksi, seans sonunda gelen bir miktar sat\u0131\u015fa ra\u011fmen g\u00fcn\u00fc y\u00fczde 2,28 oran\u0131nda y\u00fckseli\u015fle 13.512,44 puandan tarihi kapan\u0131\u015f rekoru ile tamamlad\u0131. G\u00fcnl\u00fck i\u015flem hacmi ise; \u00f6nceki g\u00fcnk\u00fc 195,1 Milyar TL d\u00fczeyinden sadece 240,8 Milyar TL\u2019ye y\u00fckseldi. Puan baz\u0131nda endekse en fazla pozitif etki eden \u015firket hisseleri; 45,84 puan ile KLRHO, 43,02 puan ile AKBNK ve 42,51 puan ile TUPRS oldu.<\/p>\n
D\u00fcn, yurt i\u00e7i ekonomik takvimde makro veri g\u00fcndemi bulunmazken, g\u00fcn i\u00e7erisinde yetkili isimlerden gelen a\u00e7\u0131klamalar ve piyasa hareketleri takip edildi. G\u00fcn i\u00e7indeki haber ak\u0131\u015f\u0131nda, d\u00fcnyan\u0131n en b\u00fcy\u00fck varl\u0131k y\u00f6netim \u015firketlerinden BlackRock\u2019\u0131n, rakiplerine k\u0131yasla y\u00fcksek performans g\u00f6steren fonlar\u0131ndan birinde T\u00fcrkiye hisse senetlerinin pay\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken; fon y\u00f6neticilerinin, T\u00fcrkiye\u2019de yava\u015flayan enflasyon ve istikrarl\u0131 faiz indirim s\u00fcrecinin T\u00fcrk hisseleri i\u00e7in g\u00fc\u00e7l\u00fc bir zemin olu\u015fturdu\u011funa y\u00f6nelik de\u011ferlendirmeleri dikkat \u00e7ekti. Bu a\u00e7\u0131klamalar ve daha \u00f6nce kredi derecelendirme kurulu\u015flar\u0131ndan gelen s\u0131k\u0131 para politikas\u0131na y\u00f6nelik olumlu g\u00f6r\u00fc\u015fler birlikte de\u011ferlendirildi\u011finde, Ocak ay\u0131 enflasyon verisinin piyasalar a\u00e7\u0131s\u0131ndan daha da kritik hale geldi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6te yandan, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, dokuz T\u00fcrk bankas\u0131n\u0131n (Ziraat Bankas\u0131, T\u00fcrkiye Emlak Kat\u0131l\u0131m Bankas\u0131, Halkbank, T\u00fcrk Eximbank, T\u00fcrkiye Kalk\u0131nma ve Yat\u0131r\u0131m Bankas\u0131, T\u00fcrkiye S\u0131nai Kalk\u0131nma Bankas\u0131, Vak\u0131fBank, Vak\u0131f Kat\u0131l\u0131m ve Ziraat Kat\u0131l\u0131m) kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn \u201cdura\u011fan\u201ddan \u201cpozitif\u201de \u00e7evrildi\u011fini, uzun vadeli yerel ve yabanc\u0131 para cinsinden kredi notlar\u0131n\u0131n ise \u201cBB-\u201d seviyesinde teyit edildi\u011fini bildirdi.<\/p>\n
K\u00fcresel tarafta ise, d\u00fcn Asya seans\u0131nda Japonya taraf\u0131nda BoJ\u2019dan gelen ve s\u0131k\u0131la\u015fma konusunda temkinli ancak g\u00f6rece \u015fahin bir duru\u015fun korundu\u011funa i\u015faret eden toplant\u0131 tutanaklar\u0131 takip edilirken, g\u00fcn\u00fcn devam\u0131nda Almanya\u2019da a\u00e7\u0131klanan \u015eubat ay\u0131 GfK T\u00fcketici G\u00fcven Endeksi beklentilerin \u00fczerinde toparlanma g\u00f6sterse de, genel g\u00f6r\u00fcn\u00fcm\u00fcn halen zay\u0131f t\u00fcketici talebine i\u015faret etti\u011fini ortaya koydu. Kanada taraf\u0131nda ise BoC taraf\u0131ndan a\u00e7\u0131klanan faiz oran\u0131 karar\u0131 beklenildi\u011fi gibi y\u00fczde 2.25 oran\u0131nda sabit b\u0131rak\u0131l\u0131rd\u0131.<\/p>\n
\u00d6te yandan, piyasalar\u0131n ana oda\u011f\u0131nda Fed\/FOMC faiz karar\u0131 ve ard\u0131ndan Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n bas\u0131n toplant\u0131s\u0131 yer ald\u0131. Fed\u2019den beklentiler dahilinde faiz karar\u0131nda herhangi bir de\u011fi\u015fikli\u011fe gidilmezken, Powell konu\u015fmas\u0131nda Fed\u2019in gelecekteki hamlelerin zamanlamas\u0131 ve b\u00fcy\u00fckl\u00fc\u011f\u00fc konusunda iyi bir konumda oldu\u011funu, politikan\u0131n \u00f6nceden belirlenmedi\u011fini ve kararlar\u0131n toplant\u0131dan toplant\u0131ya al\u0131naca\u011f\u0131n\u0131 vurgularken, istihdam ve enflasyon aras\u0131nda halen baz\u0131 gerilimler bulundu\u011funu ifade etti.<\/p>\n
Soru-cevap b\u00f6l\u00fcm\u00fcnde politik ve siyasi sorular\u0131 yan\u0131tlamaktan ka\u00e7\u0131nan Powell, Fed Ba\u015fkanl\u0131\u011f\u0131 g\u00f6revinden ayr\u0131ld\u0131ktan sonra \u00fcye olarak kal\u0131p kalmayaca\u011f\u0131 konusunda hen\u00fcz karar vermedi\u011fini s\u00f6yledi. Haber ak\u0131\u015flar\u0131 taraf\u0131nda ise, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n dolar\u0131n son d\u00f6nemdeki zay\u0131f seyrine ili\u015fkin olarak \u201c\u00e7ok fazla de\u011fer kaybetti\u011fini d\u00fc\u015f\u00fcnmedi\u011fini\u201d ve dolar\u0131n \u201charika\u201d oldu\u011funu belirtmesi, piyasalarda dolar endeksindeki geri \u00e7ekilmenin s\u00fcrebilece\u011fi y\u00f6n\u00fcndeki beklentileri destekledi.<\/p>\n
Nitekim bu a\u00e7\u0131klamalar sonras\u0131nda dolar endeksinde son d\u00f6nemin en sert d\u00fc\u015f\u00fc\u015flerinden biri izlenirken, artan jeopolitik belirsizlikler de g\u00fcvenli liman varl\u0131klara olan talebi canl\u0131 tuttu. Jeopolitik g\u00fcndemde Gr\u00f6nland ba\u015fl\u0131\u011f\u0131 \u00f6nemini korurken, ABD\u2019nin \u0130ran\u2019a y\u00f6nelik sert tutumu ve olas\u0131 bir askeri m\u00fcdahalenin yeniden g\u00fcndeme gelmesi Orta Do\u011fu\u2019daki gerilimi ve k\u00fcresel belirsizlik ortam\u0131n\u0131 art\u0131rmaya devam ediyor.<\/p>\n
Yeni g\u00fcnde \u015fu an i\u00e7in; ABD vadeli endeksleri b\u00fcy\u00fck oranda kar\u0131\u015f\u0131k bir seyir izlerken, Avrupa vadelileri hafif art\u0131 ve Asya-Pasifik borsalar\u0131 ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergiliyor. B\u0130ST100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; Aral\u0131k ay\u0131 \u0130\u015fsizlik Oran\u0131, Ocak ay\u0131 Ekonomi G\u00fcven Endeksi, TCMB\/BDDK Haftal\u0131k Para, Banka ve Menkul K\u0131ymet \u0130statistikleri ile TCMB\/PPK Toplant\u0131 \u00d6zeti \u00f6nemle takip edilecek.<\/p>\n
Asya seans\u0131nda Japonya\u2019n\u0131n Ocak ay\u0131 Hanehalk\u0131 Harcamalar\u0131 izlenirken, k\u00fcresel tarafta ise ABD\u2019de yo\u011fun olan veri g\u00fcndemi; Haftal\u0131k \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131, Kas\u0131m ay\u0131 Ticaret Dengesi ile Fabrika Sipari\u015fleri ve 3. \u00c7eyrek Tar\u0131m D\u0131\u015f\u0131 \u00dcretkenlik ile Birim Emek Maliyetleri verileri takip edilecek. \u00d6te yandan; 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, 29 Ocak (Hibya) \u2013 Alnus Yat\u0131r\u0131m, ABD vadeli endeksleri b\u00fcy\u00fck oranda kar\u0131\u015f\u0131k bir seyir izlerken, Avrupa vadelilerinin hafif artt\u0131\u011f\u0131 ve Asya-Pasifik borsalar\u0131n\u0131n ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":39690,"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-39689","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\/39689","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=39689"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/39689\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/39690"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=39689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=39689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=39689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"