Pusula Yat\u0131r\u0131m'In raporunda, ABD Ba\u015fkan\u0131 Trump'\u0131n, Cuma g\u00fcn\u00fc Fed ba\u015fkan aday\u0131n\u0131 resmen a\u00e7\u0131klad\u0131\u011f\u0131 hat\u0131lat\u0131ld\u0131. Cuma sabah\u0131 (TS\u0130)\u00a0 Kevin Warsh'\u0131n, resmen Fed ba\u015fkan aday\u0131 oldu\u011fu belirtilirken \u015fu bilgiler verildi:<\/p>\n
“Trump\u2019\u0131n faizi indirmekte istekli mesaj\u0131n\u0131n yan\u0131 s\u0131ra ICE tart\u0131\u015fmalar\u0131 ile yeti\u015fmeyen h\u00fck\u00fcmetin bor\u00e7lanma tavan\u0131 tasar\u0131s\u0131 kaynakl\u0131 k\u0131smi kapanan h\u00fck\u00fcmetle birlikte riskli varl\u0131klarda g\u00fc\u00e7l\u00fc sat\u0131\u015flar takip ediyoruz. \u00d6zellikle emtialar olmak \u00fczere sat\u0131\u015f bask\u0131s\u0131 yeni g\u00fcnde hisse senetleri piyasas\u0131na Asya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yay\u0131lm\u0131\u015f g\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u0130\u00e7 tarafta bir nebze olsun pozitif ayr\u0131\u015fma \u00e7abas\u0131n\u0131 devam ettiriyoruz. Ocak ay\u0131n\u0131 13555 \u00fczerinde kapatmak \u00f6nemliydi. \u00d6yle de oldu, 13838\u2019den ay\u0131 kapatt\u0131k. Riskli varl\u0131klar nezdinde yukar\u0131 y\u00f6nl\u00fc i\u015ftah\u0131 destekleyici gerek\u00e7eler \u015fimdilik i\u00e7 tarafta kaybolmad\u0131. Ancak k\u00fcreseldeki karma\u015fan\u0131n yans\u0131ma riskini hi\u00e7bir zaman unutmuyoruz. \u00d6zellikle emtialarla birlikte yukar\u0131 gitti\u011fini takip etti\u011fimiz \u015firketlere bug\u00fcn sat\u0131\u015f bask\u0131s\u0131 gelme ihtimalinin y\u00fcksek oldu\u011funu de\u011ferlendiriyoruz. Bu sefer emtialar\u0131n maliyet oldu\u011fu \u015firketlere al\u0131m i\u015ftah\u0131 emtialar\u0131n gelir kazanc\u0131 oldu\u011fu \u015firketlere ise sat\u0131\u015f bask\u0131s\u0131 olaca\u011f\u0131n\u0131 bekleyebiliriz.<\/p>\n
Her ay\u0131n 1\u2019inde yay\u0131nlanan \u0130TO verisi d\u00fcn yay\u0131nland\u0131. y\u00fczde 4,56\u2019l\u0131k enflasyon man\u015fette y\u00fcksek g\u00f6r\u00fcnse de g\u0131da ve alkols\u00fcz i\u00e7ecekler grubu a\u015f\u0131r\u0131 y\u00fcksek gelmedi. \u0130laveten T\u00dcFE bilgi notumuzda da vurgulad\u0131\u011f\u0131m\u0131z gibi giyim ve ayakkab\u0131 grubu T\u00dcFE\u2019yi a\u015fa\u011f\u0131 y\u00f6nl\u00fc kompanse ediyor. Giyim ve ayakkab\u0131 \u0130TO nezdinde bu dedi\u011fimizi teyit ederek negatif geldi. Bu do\u011frultuda da beklentileri y\u00fczde 4,5 alt\u0131na \u00e7ekmi\u015f g\u00f6r\u00fcn\u00fcyor. BDDK ve TCMB taraf\u0131ndan Cuma g\u00fcn\u00fc bir dizi d\u00fczenleme geldi. \u00d6zel ve yat\u0131r\u0131m bankac\u0131l\u0131\u011f\u0131 i\u00e7in olumsuz, kat\u0131l\u0131m ve kamu bankac\u0131l\u0131\u011f\u0131 i\u00e7in olumlu kar\u015f\u0131l\u0131yoruz. 4. \u00e7eyrek finansallar\u0131n\u0131 almaya devam ediyoruz. K\u0131saca \u00f6zetlemek gerekirse ARCLK (s\u0131n\u0131rl\u0131 olumlu), BORSK (olumlu) diyebiliriz. Detaylar\u0131n\u0131 seans \u00f6ncesi payla\u015f\u0131yor olaca\u011f\u0131z. K\u00fcreselin gergin oldu\u011fu noktada i\u00e7eride 13555\u2019ten ge\u00e7en stop noktas\u0131na dikkatleri \u00e7ekmekte fayda oldu\u011funu de\u011ferlendiriyoruz.<\/p>\n
<\/strong> \u0130stanbul, 2 \u015eubat (Hibya) – Pusula Yat\u0131r\u0131m, emtialar olmak \u00fczere sat\u0131\u015f bask\u0131s\u0131n\u0131n yeni g\u00fcnde hisse senetleri piyasas\u0131na Asya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yay\u0131lm\u0131\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":41202,"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-41201","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\/41201","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=41201"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/41201\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/41202"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=41201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=41201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=41201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"