Marba\u015f Menkul De\u011ferler'in de\u011ferlendirmesinde \u015fu ifadelere yer verildi:<\/p>\n
''\u0130\u00e7 tarafta Ocak ay\u0131nda T\u00dcFE\u2019nin\u00a0y\u00fczde 4,84\u00a0ile\u00a0y\u00fczde 4,32\u2019lik piyasa beklentisinin \u00fczerinde ger\u00e7ekle\u015fmesi (\u00f6nceki:\u00a0y\u00fczde 0,89), enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin temkinli duru\u015fu g\u00fc\u00e7lendirirken, J.P. Morgan da bu veri sonras\u0131nda\u00a02026 y\u0131l sonu enflasyon tahminini y\u00fczde 23\u2019ten y\u00fczde 24\u2019e\u00a0y\u00fckseltti.<\/p>\n
Banka, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcndeki bozulmaya dikkat \u00e7ekerken Ramazan etkisi nedeniyle
\n\u015eubat ay\u0131 verisinin de y\u00fcksek gelme ihtimalinin\u00a012 Mart\u2019taki PPK toplant\u0131s\u0131nda 100 baz puandan daha d\u00fc\u015f\u00fck bir faiz indirimi riskini
\ng\u00fcndeme getirdi\u011fini belirtti.<\/p>\n
Buna kar\u015f\u0131n Borsa \u0130stanbul\u2019da haftaya g\u00fc\u00e7l\u00fc ba\u015flayan endeksin, beklenti \u00fcst\u00fc man\u015fet enflasyona ra\u011fmen seyrini korudu\u011fu g\u00f6r\u00fcl\u00fcyor; \u00fcr\u00fcn segmentlerinde belirgin bir s\u00fcrpriz olmamas\u0131na ra\u011fmen sekt\u00f6r a\u011f\u0131rl\u0131klar\u0131ndaki de\u011fi\u015fimin man\u015fet veriyi yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131 de\u011ferlendirilebilir.<\/p>\n
Teknik olarak\u00a0320 dolar\u00a0seviyesi kritik e\u015fik konumunda olup, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde\u00a0313 dolar\u00a0destek olarak izlenirken, yukar\u0131 y\u00f6nl\u00fc senaryoda\u00a0320 dolar \u00fczerindeki kal\u0131c\u0131l\u0131k\u00a0\u00f6nem ta\u015f\u0131yor.<\/p>\n
\u00d6te yandan Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan\u2019\u0131n Riyad\u2019da Veliaht Prens Muhammed bin Selman ile ger\u00e7ekle\u015ftirdi\u011fi g\u00f6r\u00fc\u015fmede Yemen, Sudan, Somali ve Suriye\u2019nin istikrar\u0131na vurgu yap\u0131lan ortak bildiri yay\u0131mlanmas\u0131 ile Romanya D\u0131\u015fi\u015fleri Bakan\u0131 Oana Toiu\u2019nun ABD\u2013\u0130ran aras\u0131nda olas\u0131 n\u00fckleer m\u00fczakerelerin\u00a06 \u015eubat\u2019ta T\u00fcrkiye\u2019de yap\u0131labilece\u011fini\u00a0a\u00e7\u0131klamas\u0131, T\u00fcrkiye\u2019nin b\u00f6lgesel diplomasi trafi\u011finin de yo\u011fun seyretti\u011fine i\u015faret ediyor.<\/p>\n
ABD piyasalar\u0131nda teknoloji hisselerinde s\u0131n\u0131rl\u0131 iyimserli\u011fin h\u0131zl\u0131 bitmesiyle beraber,
\nteknoloji hisseleri \u00fczerinde de\u011ferleme ile olu\u015fan soru i\u015faretlerine paralel olarak
\nsat\u0131\u015f bask\u0131s\u0131n\u0131n olu\u015ftu\u011funu izlemekteyiz. Seans sonras\u0131 AMD\u2019nin bilan\u00e7osunun a\u00e7\u0131klanmas\u0131 ve gelecek beklentilerinin piyasa taraf\u0131ndan be\u011fenilmemesiyle birlikte\u00a0y\u00fczde 7\u2019ye varan d\u00fc\u015f\u00fc\u015f\u00a0ya\u015fad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
Teknoloji hisselerindeki sat\u0131\u015fa ek olarak piyasay\u0131 bask\u0131layan di\u011fer unsurlar\u0131n; FED ba\u015fkan\u0131 de\u011fi\u015fimi e\u015fli\u011finde gelen ba\u011f\u0131ms\u0131zl\u0131\u011fa dair soru i\u015faretleri, ABD\u2019nin \u0130ran dronu d\u00fc\u015f\u00fcrmesi sonucu artan jeopolitik gerilim ve tahvil faizlerindeki hareketlilik oldu\u011fu, bu unsurlar\u0131n riskli varl\u0131klar \u00fczerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 g\u00f6r\u00fclmektedir. Bug\u00fcn seans sonunda ise teknoloji temas\u0131 i\u00e7in \u00f6nemli olan\u00a0Alphabet\u2019in bilan\u00e7osunu\u00a0takip edece\u011fiz.<\/p>\n
Asya-Pasifik piyasalar\u0131nda g\u00fcndem hem jeopolitik hem de makro cephede yo\u011funla\u015ft\u0131.Nvidia\u2019n\u0131n \u00c7in\u2019e yapay zeka \u00e7ipi sat\u0131\u015flar\u0131n\u0131n ABD\u2019nin ulusal g\u00fcvenlik incelemesi nedeniyle durmas\u0131, ABD-\u00c7in teknoloji geriliminin yeniden t\u0131rmand\u0131\u011f\u0131na i\u015faret ederken,
\nyar\u0131 iletken ve savunma teknolojileri hisselerinde temkinli fiyatlamalar\u0131 beraberinde getirdi. B\u00f6lgedeki savunma temas\u0131 ise ABD merkezli Ondas\u2019\u0131n Asya-Pasifik\u2019te yeni bir savunma s\u00f6zle\u015fmesi imzalamas\u0131 ve Rusya\u2019n\u0131n Japonya\u2019n\u0131n artan askeri harcamalar\u0131n\u0131 ele\u015ftirmesiyle \u00f6ne \u00e7\u0131kt\u0131. Para politikas\u0131 taraf\u0131nda Nomura, Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ) politika faizini
\n2027\u2019ye kadar y\u00fczde 1,5\u2019e y\u00fckseltebilece\u011fini\u00a0\u00f6ng\u00f6r\u00fcrken, Japonya\u2019da Ocak ay\u0131 nihai S&P Global hizmet PMI\u00a053,7\u2019ye\u00a0(\u00f6nceki: 53,4), bile\u015fik PMI ise\u00a053,1\u2019e\u00a0(\u00f6nceki: 52,8) y\u00fckselerek ekonomik aktivitedeki \u0131l\u0131ml\u0131 toparlanmay\u0131 teyit etti.<\/p>\n
Hindistan\u2019da ise Ocak ay\u0131 nihai HSBC hizmet PMI\u00a058,5\u00a0ile beklentinin (59,4) ve \u00f6nceki verinin (59,3) alt\u0131nda kal\u0131rken, bile\u015fik PMI\u00a058,4\u2019e\u00a0gerilemesine ra\u011fmen g\u00fc\u00e7l\u00fc geni\u015fleme b\u00f6lgesinde kalmaya devam etti.<\/p>\n
D\u00f6viz piyasalar\u0131nda USD\/JPY\u2019nin\u00a0156 seviyesinin \u00fczerine \u00e7\u0131kmas\u0131\u00a0dikkat \u00e7ekerken,
\ngenel olarak Asya-Pasifik borsalar\u0131n\u0131n al\u0131c\u0131l\u0131 seyretti\u011fi g\u00f6r\u00fcld\u00fc.<\/p>\n
Avrupa borsalar\u0131 d\u00fcn\u00fc kar\u0131\u015f\u0131k seyirle tamamlarken, siyasi ve jeopolitik g\u00fcndem fiyatlamalar \u00fczerinde belirleyici olmaya devam etti. \u0130ngiltere Ba\u015fbakan\u0131 Keir Starmer\u2019\u0131n ABD Ba\u015fkan\u0131 Donald Trump ile yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede Rusya\u2019n\u0131n Ukrayna\u2019ya y\u00f6nelik sald\u0131r\u0131lar\u0131 ve Hint Okyanusu\u2019ndaki \u0130ngiliz askeri \u00fcss\u00fc Diego Garcia\u2019n\u0131n ele al\u0131nmas\u0131, transatlantik g\u00fcvenlik ba\u015fl\u0131klar\u0131n\u0131n yeniden \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Zelenskiy\u2019nin Rusya\u2019n\u0131n Trump\u2019\u0131n \u201csald\u0131r\u0131lara ara\u201d \u00e7a\u011fr\u0131s\u0131na rekor say\u0131da balistik f\u00fcze ile kar\u015f\u0131l\u0131k verdi\u011fini a\u00e7\u0131klamas\u0131, sava\u015f\u0131n \u015fiddetinin artt\u0131\u011f\u0131na i\u015faret etti. G\u00fcvenlik cephesinde NATO\u2019nun Arktik b\u00f6lgesine y\u00f6nelik askeri planlamaya ba\u015flamas\u0131 dikkat \u00e7ekerken, AB taraf\u0131nda hem ABD ile kritik mineraller konusunda stratejik ortakl\u0131k aray\u0131\u015f\u0131 hem de \u0130ngiltere ile olas\u0131 g\u00fcmr\u00fck birli\u011fi g\u00f6r\u00fc\u015fmelerine a\u00e7\u0131k kap\u0131 b\u0131rak\u0131lmas\u0131 ekonomik ve ticari eksende yeni denge aray\u0131\u015flar\u0131n\u0131 ortaya koydu. \u00d6te yandan AB i\u00e7inde rekabet\u00e7ilik ve sanayi politikalar\u0131na y\u00f6nelik tart\u0131\u015fmalar s\u00fcrerken,
\n\u0130ngiltere\u2019de i\u015fsizli\u011fin\u00a02026\u2019da son 11 y\u0131l\u0131n zirvesine \u00e7\u0131kaca\u011f\u0131\u00a0beklentisi b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne dair soru i\u015faretlerini art\u0131rd\u0131. T\u00fcm bu geli\u015fmeler Avrupa piyasalar\u0131nda temkinli ve se\u00e7ici bir fiyatlama ortam\u0131na neden oldu.<\/p>\n
Emtialar taraf\u0131nda parabolik y\u00fckseli\u015fin ard\u0131ndan geri \u00e7ekilmeler izlenirken, Alt\u0131n nezdinde k\u0131sa vadeli talebin yeniden\u00a04500 band\u0131nda\u00a0olu\u015ftu\u011fu ve\u00a05000 \u00fczerinde fiyatlamalar\u0131n\u00a0geldi\u011fi g\u00f6r\u00fclmektedir. Brent petrolde ise ABD-\u0130ran gerilimi etkisiyle yukar\u0131 y\u00f6nl\u00fc hareketler takip edilmektedir. Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri a\u00e7\u0131klanmayacak.<\/p>\n
K\u00fcresel tarafta Avrupa b\u00f6lgesinde PMI ve T\u00dcFE verileri, ABD\u2019de ise Bile\u015fik PMI ve ADP Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi takip edilecektir.''<\/p>\n
<\/strong> \u0130stanbul, 4 \u015eubat (Hibya)-Marba\u015f Menkul De\u011ferler, iOcak ay\u0131nda T\u00dcFE\u2019nin\u00a0y\u00fczde 4,84\u00a0ile\u00a0y\u00fczde 4,32\u2019lik piyasa beklentisinin \u00fczerinde ger\u00e7ekle\u015fmesinin, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin temkinli duru\u015fu g\u00fc\u00e7lendirirken, J.P. Morgan da bu veri sonras\u0131nda\u00a02026 y\u0131l sonu enflasyon tahminini y\u00fczde 23\u2019ten y\u00fczde 24\u2019e\u00a0y\u00fckseltti\u011fin bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":42284,"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-42283","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\/42283","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=42283"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/42283\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/42284"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=42283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=42283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=42283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"