{"id":41737,"date":"2026-02-03T08:45:05","date_gmt":"2026-02-03T05:45:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/03\/piyasalarin-gozu-tufe-verisinde"},"modified":"2026-02-03T08:45:05","modified_gmt":"2026-02-03T05:45:05","slug":"piyasalarin-gozu-tufe-verisinde","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/03\/piyasalarin-gozu-tufe-verisinde\/","title":{"rendered":"Piyasalar\u0131n g\u00f6z\u00fc T\u00dcFE verisinde"},"content":{"rendered":"<p>Pusula Yat\u0131r\u0131m&#039;\u0131n analizinde \u015fu ifadelere yer verildi:<\/p>\n<p>&#039;&#039;K\u00fcresel tarafta herkes kendi problemleriyle u\u011fra\u015fmaya devam ediyor. ABD taraf\u0131nda ABD Ba\u015fkan\u0131 Trump Hindistan\u2019a y\u00f6nelik tarifeleri AB-Hindistan anla\u015fmas\u0131n\u0131 elimine etmek amac\u0131yla\u00a0y\u00fczde 25\u2019ten y\u00fczde 18\u2019e\u00a0indirdi. Trump, \u0130ran\u2019\u0131n n\u00fckleer m\u00fczakerelerde anla\u015fma olmamas\u0131 halinde k\u00f6t\u00fc \u015feyler olaca\u011f\u0131 vurgusu da dikkat \u00e7ekici g\u00f6r\u00fcn\u00fcyor. Avrupa taraf\u0131nda \u00c7in\u2019e ba\u011f\u0131ml\u0131l\u0131k nedeniyle k\u00f6kl\u00fc bir de\u011fi\u015fim ihtiyac\u0131 vurgusu g\u00fcn boyu takip edildi. Asya-Pasifik nezdinde ise Avustralya Merkez Bankas\u0131, dezenflasyondan uzakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6rerek faizleri 25 baz puan art\u0131rd\u0131.<\/p>\n<p>Fed\u2019in yeni d\u00f6nemi gerginlikle ba\u015flayabilir. Fed Atlanta Ba\u015fkan\u0131 Bostic, Trump\u2019\u0131n ikna etmesi gerekti\u011fini vurgularken Senat\u00f6r Tillis, Powell soru\u015fturmas\u0131 netle\u015fmeden Warsh\u2019a destek vermeyece\u011fini vurgulad\u0131. Bu durum 13 Cumhuriyet\u00e7i 11 Demokrat aras\u0131nda olas\u0131 bir \u00e7\u0131kmaza yol a\u00e7abilir.<\/p>\n<p>\u0130\u00e7 tarafta yeni TCMB ba\u015fkan yard\u0131mc\u0131lar\u0131n\u0131 g\u00f6rm\u00fc\u015f olduk. Sn. Kara Fed istikrar kurulu taraf\u0131nda bilinirken Sn. \u00d6zkul ise kripto varl\u0131klara y\u00f6nelik yapt\u0131\u011f\u0131 \u00e7al\u0131\u015fmalardan biliniyor. Fitch, d\u00fcn bankalarda oldu\u011fu gibi banka d\u0131\u015f\u0131 fakt\u00f6ring ve finansal kiralama gibi \u015firketlerin not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc pozitife revize etti. Aralar\u0131nda halka a\u00e7\u0131k ISFIN, GARFA ve QNBFK de yer al\u0131yor.<\/p>\n<p>Yeni g\u00fcnde oda\u011f\u0131m\u0131z net: T\u00dcFE! Patika \u00e7izmek gerekirse\u00a0y\u00fczde 4 alt\u0131 T\u00dcFE olumlu,\u00a0y\u00fczde 4\u20134,5 aras\u0131 T\u00dcFE n\u00f6tr,\u00a0y\u00fczde 4,5 ve \u00fczeri T\u00dcFE olumsuz\u00a0olacakt\u0131r.\u00a0Y\u00fczde 4,3 T\u00dcFE\u00a0bekledi\u011fimizi hat\u0131rlatmakla birlikte ortanca \u00f6l\u00e7erimizin\u00a0y\u00fczde 4,08\u2019de\u00a0oldu\u011funu vurgulamak isteriz. \u0130TO\u2019daki kalemlerin T\u00dc\u0130K taraf\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk yaratt\u0131\u011f\u0131n\u0131 hat\u0131rlatal\u0131m.<\/p>\n<p>4. \u00e7eyrek finansallar\u0131n\u0131 almaya devam ediyoruz. K\u0131saca \u00f6zetlemek gerekirse AKBNK (olumlu) diyebiliriz. Detaylar\u0131n\u0131 seans \u00f6ncesi payla\u015faca\u011f\u0131z. Yeni g\u00fcnde 13555\u2019i destek olarak korumaya devam ediyoruz. Yukar\u0131 y\u00f6nl\u00fc i\u015ftah\u0131n devam\u0131 i\u00e7in 13900 \u00fczeri kapan\u0131\u015fa ihtiya\u00e7 var. Enflasyon verisini g\u00f6zetiyor olaca\u011f\u0131z.<\/p>\n<p>XU100 Teknik G\u00f6r\u00fcn\u00fcm\u00a0Sat\u0131\u015f bask\u0131s\u0131na ra\u011fmen 13555 \u00fczerinde kapan\u0131\u015f yapmay\u0131 ba\u015fard\u0131k. Yeni g\u00fcnde enflasyon oda\u011f\u0131yla fiyatlama yap\u0131yor olaca\u011f\u0131z. Yukar\u0131 y\u00f6nl\u00fc i\u015ftah i\u00e7in 13875 \u00fczeri kal\u0131c\u0131l\u0131\u011fa ihtiyac\u0131m\u0131z var.\u00a0Diren\u00e7ler:\u00a013875-14000-14200\u00a0Destekler:\u00a013000-13290-13555<\/p>\n<p>V\u0130OP Teknik G\u00f6r\u00fcn\u00fcm\u00a015 bin \u00fczeri kal\u0131c\u0131l\u0131\u011f\u0131m\u0131z devam ediyor ancak d\u00fcn 15200 deste\u011fini k\u0131rm\u0131\u015f olduk. Yeni g\u00fcnde 15200 \u00fczerine atmakta fayda var.\u00a0Diren\u00e7ler:\u00a015200-15550-15880\u00a0Destekler:\u00a014549-14865-15000&#039;&#039;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 3 \u015eubat (Hibya)- Pusula Yat\u0131r\u0131m, yeni g\u00fcnde odaklar\u0131n\u0131n net oldu\u011funu ifade ederek T\u00dcFE&#8217;yi i\u015faret etti.<\/p>\n","protected":false},"author":1,"featured_media":41738,"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-41737","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\/41737","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=41737"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/41737\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/41738"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=41737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=41737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=41737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}