{"id":42279,"date":"2026-02-04T09:30:04","date_gmt":"2026-02-04T06:30:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/04\/asya-pasifik-piyasalari-karisik-seyrediyor"},"modified":"2026-02-04T09:30:04","modified_gmt":"2026-02-04T06:30:04","slug":"asya-pasifik-piyasalari-karisik-seyrediyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/04\/asya-pasifik-piyasalari-karisik-seyrediyor\/","title":{"rendered":"Asya-Pasifik piyasalar\u0131 kar\u0131\u015f\u0131k seyrediyor"},"content":{"rendered":"<p>Halk Yatr\u0131m&#039;\u0131n de\u011ferlendirmesinde \u015fu ifadelere yer verildi:<\/p>\n<p>&#039;&#039;Asya-Pasifik piyasalar\u0131, ABD\u2019de teknoloji hisselerinde g\u00f6r\u00fclen sat\u0131\u015f dalgas\u0131n\u0131n Wall Street endeksleri \u00fczerinde bask\u0131 yaratmas\u0131n\u0131n ard\u0131ndan kar\u0131\u015f\u0131k seyir izliyor. Nikkei 225 endeksi\u00a0y\u00fczde 0,83\u00a0ve Hang Seng\u00a0y\u00fczde 0,52, Shanghai\u00a0y\u00fczde 0,01\u00a0oran\u0131nda gerilerken, Kospi\u00a0y\u00fczde 0,81, Nifty 50 endeksi\u00a0y\u00fczde 0,18\u00a0y\u00fckseli\u015fle al\u0131c\u0131l\u0131 seyir izliyor.<\/p>\n<p>ABD vadeli endekslerinde bu sabah kar\u0131\u015f\u0131k seyir izleniyor. ABD\u2019de bug\u00fcn S&amp;P Global hizmet PMI, MBA Mortgage ba\u015fvurular\u0131, ADP \u00f6zel istihdam de\u011fi\u015fimi verileri ile Ocak ay\u0131na ili\u015fkin ISM hizmet endeksi ve alt kalemlerinin yay\u0131mlanmas\u0131 bekleniyor. Piyasa beklentisine g\u00f6re, Ocak ay\u0131 S&amp;P Global hizmet PMI final verisinin\u00a052,5\u00a0seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor. ISM hizmet endeksinin\u00a053,5\u00a0seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. \u0130\u015f g\u00fcc\u00fc piyasas\u0131 taraf\u0131nda ise ADP \u00f6zel sekt\u00f6r istihdam\u0131n\u0131n Ocak ay\u0131nda\u00a045 bin\u00a0ki\u015fi artmas\u0131 bekleniyor.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde ise enflasyon verileri ve hizmet PMI verileri takip edilecek. Piyasa beklentilerine g\u00f6re, Ocak ay\u0131 hizmet PMI final verisinin bir \u00f6nceki aya paralel \u015fekilde\u00a051,9\u00a0seviyesinde ger\u00e7ekle\u015fmesi beklenirken, Aral\u0131k ay\u0131 \u00dcFE\u2019nin ayl\u0131k bazda\u00a0y\u00fczde 0,3, y\u0131ll\u0131k bazda ise\u00a0y\u00fczde 2,2\u00a0gerilemesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Enflasyon taraf\u0131nda ise Ocak ay\u0131 \u00f6nc\u00fc T\u00dcFE\u2019nin ayl\u0131k bazda\u00a0y\u00fczde 0,5\u00a0d\u00fc\u015f\u00fc\u015f, y\u0131ll\u0131k bazda\u00a0y\u00fczde 1,7\u00a0art\u0131\u015f kaydetmesi; \u00e7ekirdek T\u00dcFE\u2019nin ise y\u0131ll\u0131k\u00a0y\u00fczde 2,3\u00a0seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor.<\/p>\n<p>Gelecek g\u00fcndemde neler var?<\/p>\n<p>ABD\u2019de yar\u0131n haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ile devam eden ba\u015fvurular verilerinin a\u00e7\u0131klanmas\u0131 bekleniyor. Piyasa beklentilerine g\u00f6re, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n\u00a0212 bin\u00a0seviyesinde ger\u00e7ekle\u015fmesi, devam eden ba\u015fvurular\u0131n ise\u00a01,85 milyon\u00a0ki\u015fiye y\u00fckselmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Euro B\u00f6lgesi\u2019nde ise Aral\u0131k ay\u0131na ili\u015fkin perakende sat\u0131\u015flar verisi ile Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) faiz karar\u0131 g\u00fcndemde yer al\u0131yor. Piyasa beklentileri, perakende sat\u0131\u015flar\u0131n ayl\u0131k bazda\u00a0y\u00fczde 0,2\u00a0daralma, y\u0131ll\u0131k bazda ise\u00a0y\u00fczde 1,7\u00a0art\u0131\u015f kaydetmesi y\u00f6n\u00fcnde \u015fekilleniyor. \u00d6te yandan, ECB\u2019nin ana refinansman faiz oran\u0131n\u0131\u00a0y\u00fczde 2,15\u00a0seviyesinde sabit tutmas\u0131 bekleniyor.<\/p>\n<p>K\u00fcresel piyasalardan pozitif y\u00f6nde ayr\u0131\u015fan endeksin olumlu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc s\u00fcrd\u00fcrece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n<p>Bug\u00fcn yurt i\u00e7inde reel efektif d\u00f6viz kurunun a\u00e7\u0131klanmas\u0131 bekleniyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru endeksi, Aral\u0131k ay\u0131nda bir \u00f6nceki aya g\u00f6re\u00a00,68\u00a0puan azalarak\u00a071,11\u00a0olarak ger\u00e7ekle\u015fmi\u015fti.<\/p>\n<p>Gelecek g\u00fcndemde neler var?<\/p>\n<p>Yar\u0131n yurt i\u00e7inde makro veri g\u00fcndemi sakin seyredecek.<\/p>\n<p>K\u00fcresel piyasalarda, veri g\u00fcndeminin zay\u0131f oldu\u011fu g\u00fcnde, tahvil piyasalar\u0131nda s\u0131n\u0131rl\u0131 sat\u0131c\u0131l\u0131 bir seyir izlendi. G\u00fcn i\u00e7inde ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi\u00a01 bp\u00a0art\u0131\u015fla\u00a0y\u00fczde 4,29, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi\u00a03 bp\u00a0art\u0131\u015fla\u00a0y\u00fczde 2,89seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar cinsi CDS risk primi\u00a0215 bp\u00a0seviyesinden i\u015flem g\u00f6r\u00fcrken, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond\u00a03 bp\u00a0azal\u0131\u015fla\u00a0y\u00fczde 6,80\u00a0seviyesinden fiyatland\u0131.<\/p>\n<p>D\u00f6viz taraf\u0131nda, maj\u00f6r para birimlerinin \u00e7o\u011funlu\u011fu ABD dolar\u0131 kar\u015f\u0131s\u0131nda de\u011fer kazand\u0131. Dolar Endeksi\u00a097,594seviyesine d\u00fc\u015ferken, Euro\/Dolar paritesi\u00a01,1800\u00a0seviyesine y\u00fckseldi. Dolar\/TL spot kuru ise\u00a043,49\u00a0seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>Yurt i\u00e7i piyasalarda, Ocak ay\u0131 enflasyon oran\u0131 beklentilerin \u00fczerinde ayl\u0131k bazda\u00a0y\u00fczde 4,84\u00a0art\u0131\u015fla y\u0131ll\u0131k bazda\u00a0y\u00fczde 30,65\u00a0olarak ger\u00e7ekle\u015fti. Veri sonras\u0131 TL tahviller sat\u0131c\u0131l\u0131 seyir izledi. 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi\u00a015 bp\u00a0art\u0131\u015fla\u00a0y\u00fczde 34,71, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin faizi\u00a012 bp\u00a0art\u0131\u015fla\u00a0y\u00fczde 29,54\u00a0seviyesine y\u00fckseldi. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi\u00a026,6 milyar TL\u2019ye geriledi.<\/p>\n<p>Hazine, d\u00fcn d\u0131\u015f bor\u00e7lanma kapsam\u0131nda,\u00a08 y\u0131l vadeli euro cinsi Eurobond\u00a0ihrac\u0131n\u0131 ger\u00e7ekle\u015ftirirken getiri oran\u0131\u00a0y\u00fczde 5,50\u00a0seviyesinde olu\u015ftu. \u015eubat 2027 vadeli ABD dolar\u0131 cinsi Devlet Tahvilinin do\u011frudan sat\u0131\u015f\u0131ndan\u00a0y\u00fczde 4,22\u00a0y\u0131ll\u0131k getiri oran\u0131 ile\u00a01 milyar 373 milyon dolar\u00a0ve \u015eubat 2027 vadeli ABD dolar\u0131 cinsi Kira Sertifikas\u0131n\u0131n do\u011frudan sat\u0131\u015f\u0131ndan\u00a0y\u00fczde 4,22\u00a0y\u0131ll\u0131k kira oran\u0131 ile\u00a0420 milyon 300 bin dolar\u00a0bor\u00e7lan\u0131ld\u0131.&#039;&#039;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 \u015eubat (Hibya)- Halk Yat\u0131r\u0131m, Asya-Pasifik piyasalar\u0131n\u0131n, ABD\u2019de teknoloji hisselerinde g\u00f6r\u00fclen sat\u0131\u015f dalgas\u0131n\u0131n Wall Street endeksleri \u00fczerinde bask\u0131 yaratmas\u0131n\u0131n ard\u0131ndan kar\u0131\u015f\u0131k seyir izledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":42280,"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-42279","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\/42279","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=42279"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/42279\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/42280"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=42279"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=42279"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=42279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}