Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131 derinle\u015firken, yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klardan h\u0131zl\u0131 bir \u00e7\u0131k\u0131\u015fa y\u00f6neldi\u011finin g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cABD vadeli endeksleri haftaya sert bir tonla girerken S&P 500 vadeli i\u015flemleri y\u00fczde 0,6, Nasdaq 100 vadeli kontratlar\u0131 ise y\u00fczde 0,9 d\u00fc\u015f\u00fc\u015fle d\u00f6rd\u00fcnc\u00fc ard\u0131\u015f\u0131k kay\u0131p g\u00fcn\u00fcne i\u015faret ediyor. Kripto taraf\u0131nda da riskten ka\u00e7\u0131\u015f net; Bitcoin hafta sonu sat\u0131\u015flar\u0131n\u0131n ard\u0131ndan 77 bin dolar civar\u0131nda tutunmaya \u00e7al\u0131\u015f\u0131yor.<\/p>\n
Asya piyasalar\u0131nda tablo daha sert: yapay zeka ve yar\u0131 iletken temas\u0131yla yak\u0131ndan izlenen G\u00fcney Kore Kospi endeksi y\u00fczde 5,3\u2019l\u00fck d\u00fc\u015f\u00fc\u015fle k\u00fcresel risk alg\u0131s\u0131ndaki bozulmay\u0131 en net yans\u0131tan piyasalardan biri olurken, Avrupa borsalar\u0131 \u015fimdilik daha s\u0131n\u0131rl\u0131 kay\u0131plarla yatay-negatif bir seyir izliyor.<\/p>\n
Piyasalardaki ana odak noktas\u0131 ise emtialardaki a\u015f\u0131r\u0131 oynakl\u0131k. De\u011ferli metallerde cuma g\u00fcn\u00fc ba\u015flayan sert sat\u0131\u015f dalgas\u0131 haftaya da ta\u015f\u0131n\u0131rken, alt\u0131n g\u00fcn i\u00e7inde y\u00fczde 10\u2019a varan d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan tepki al\u0131mlar\u0131yla kay\u0131plar\u0131n\u0131 k\u0131smen telafi etti. G\u00fcm\u00fc\u015f taraf\u0131nda ise likidite ve kald\u0131ra\u00e7 etkisi \u00e7ok daha sert hissedildi; fiyatlar bir ara y\u00fczde 16 geriledikten sonra h\u0131zl\u0131 bir toparlanma g\u00f6sterdi.<\/p>\n
Enerji cephesinde Brent petrol yakla\u015f\u0131k y\u00fczde 5 d\u00fc\u015ferken, bu geri \u00e7ekilmede ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019la g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fcne dair a\u00e7\u0131klamas\u0131 arz risk primini a\u015fa\u011f\u0131 \u00e7ekti.<\/p>\n
Tahvil piyasas\u0131nda ise riskten ka\u00e7\u0131\u015f\u0131n daha kontroll\u00fc bir yans\u0131mas\u0131 var. ABD 10 y\u0131ll\u0131k tahvil faizi iki baz puan gerileyerek y\u00fczde 4,22\u2019ye inerken, dolar endeksi genel olarak yatay seyrediyor. Ancak makro cephede belirsizlikler s\u00fcr\u00fcyor.<\/p>\n
ABD h\u00fck\u00fcmeti, Kongre\u2019de b\u00fct\u00e7e anla\u015fmas\u0131n\u0131n onay s\u00fcrecinin uzamas\u0131 nedeniyle hafta sonu k\u0131smi kapanmaya girdi; bunun k\u0131sa s\u00fcreli olmas\u0131 bekleniyor olsa da siyasi ba\u015fl\u0131klar\u0131n yaratt\u0131\u011f\u0131 g\u00fcr\u00fclt\u00fc piyasa alg\u0131s\u0131n\u0131 zay\u0131flat\u0131yor. Deutsche Bank\u2019tan Jim Reid, 2026\u2019n\u0131n ba\u015f\u0131ndan bu yana s\u00fcregelen karma\u015f\u0131k ve \u00e7eli\u015fkili haber ak\u0131\u015f\u0131n\u0131n yat\u0131r\u0131mc\u0131 g\u00fcvenini a\u015f\u0131nd\u0131rd\u0131\u011f\u0131n\u0131 ve oynakl\u0131\u011f\u0131 besledi\u011fini belirtiyor.<\/p>\n
Haftan\u0131n en kritik g\u00fcndem maddelerinden biri Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD Ocak ay\u0131 istihdam raporu olacak. Bloomberg anketine g\u00f6re tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n yakla\u015f\u0131k 68 bin artmas\u0131 bekleniyor; bu rakam son d\u00f6rt ay\u0131n en g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131 anlam\u0131na gelse de Fed\u2019in \u201cso\u011fuyan ama dengelenen\u201d i\u015f g\u00fcc\u00fc piyasas\u0131 anlat\u0131s\u0131yla uyumlu. Veri, 2025\u2019in ikinci yar\u0131s\u0131ndaki belirgin istihdam yava\u015flamas\u0131n\u0131n ard\u0131ndan ekonominin ne \u00f6l\u00e7\u00fcde toparland\u0131\u011f\u0131na dair \u00f6nemli sinyaller verecek.<\/p>\n
Avrupa taraf\u0131nda ise STOXX 50 ve STOXX 600 endeksleri s\u0131ras\u0131yla y\u00fczde 0,7 ve y\u00fczde 0,5 d\u00fc\u015ferken, Kevin Warsh\u2019\u0131n Fed ba\u015fkanl\u0131\u011f\u0131na adayl\u0131\u011f\u0131n\u0131n daha \u015fahin bir para politikas\u0131 \u00e7er\u00e7evesine i\u015faret edebilece\u011fi beklentisi dolar ve emtia fiyatlar\u0131 \u00fczerinde bask\u0131 yarat\u0131yor.<\/p>\n
Buna ek olarak, Wall Street Journal\u2019\u0131n Nvidia\u2019n\u0131n OpenAI\u2019ye y\u00f6nelik 100 milyar dolarl\u0131k yat\u0131r\u0131m plan\u0131n\u0131n ask\u0131ya al\u0131nd\u0131\u011f\u0131na dair haberi, yapay zeka hisselerinde de\u011ferleme endi\u015felerini yeniden g\u00fcndeme ta\u015f\u0131yor. Bu ortamda madencilik ve enerji hisseleri sat\u0131\u015flara liderlik ederken, ASML, Shell, TotalEnergies, BP ve Rio Tinto y\u00fczde 2\u2019nin \u00fczerinde de\u011fer kaybederken, Nestl\u00e9, Allianz ve Unilever gibi defansif hisseler ise s\u0131n\u0131rl\u0131 y\u00fckseli\u015flerle ayr\u0131\u015ft\u0131.\u201d<\/p>\n
<\/strong> \u0130stanbul, 2 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, piyasalardaki ana odak noktas\u0131n\u0131n emtialardaki a\u015f\u0131r\u0131 oynakl\u0131k oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":41450,"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-41449","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\/41449","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=41449"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/41449\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/41450"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=41449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=41449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=41449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"