Gedik Yat\u0131r\u0131m'\u0131n raporunda “K\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131 derinle\u015firken, risk i\u015ftah\u0131ndaki bozulman\u0131n merkezinde ABD teknoloji hisselerinde \u00fc\u00e7 g\u00fcnd\u00fcr s\u00fcren sert d\u00fc\u015f\u00fc\u015f yer al\u0131yor.” ifadelerine yer verildi. Raporda \u015funlar kaydedildi:<\/p>\n
“ABD Merkez Bankas\u0131 yetkililerinin faiz indirimi konusunda isteksiz bir duru\u015f sergilemesi, \u00f6zellikle b\u00fcy\u00fcme ve teknoloji hisselerinde de\u011ferleme sorgulamas\u0131n\u0131 h\u0131zland\u0131rd\u0131; bu \u00e7er\u00e7evede Nasdaq 100 nisan ay\u0131ndan bu yana en sert \u00fc\u00e7 g\u00fcnl\u00fck kayb\u0131n\u0131 ya\u015farken, endekste son bir haftada 1 trilyon dolar\u0131n \u00fczerinde piyasa de\u011feri silindi. ABD ve Avrupa vadeli endeksleri yeni g\u00fcnde de ekside seyrederken, Asya borsalar\u0131nda ilk kay\u0131plar\u0131n ard\u0131ndan k\u0131smi bir denge aray\u0131\u015f\u0131 g\u00f6r\u00fclse de teknoloji sekt\u00f6r\u00fc genelinde temkinli hava korunuyor; Amazon hisselerinin, \u015firketin yapay zek\u00e2ya y\u00f6nelik agresif harcama planlar\u0131 sonras\u0131 sert d\u00fc\u015fmesi bu endi\u015feleri peki\u015ftirdi. Yaz\u0131l\u0131m taraf\u0131nda ise Anthropic\u2019in finansal ara\u015ft\u0131rma ve analiz yapabilen yeni yapay zeka modelini devreye almas\u0131, geleneksel yaz\u0131l\u0131m ve veri hizmeti \u015firketlerine y\u00f6nelik rekabet bask\u0131s\u0131n\u0131 art\u0131rarak sat\u0131\u015flar\u0131 derinle\u015ftirdi. Artan oynakl\u0131k di\u011fer varl\u0131k s\u0131n\u0131flar\u0131na da yay\u0131l\u0131rken, g\u00fcm\u00fc\u015f ve Bitcoin\u2019de sert d\u00fc\u015f\u00fc\u015flerin ard\u0131ndan g\u00fc\u00e7l\u00fc tepki al\u0131mlar\u0131 g\u00f6r\u00fclmesi piyasalardaki karars\u0131zl\u0131\u011f\u0131 net bi\u00e7imde ortaya koydu. Zay\u0131flayan risk alg\u0131s\u0131 yat\u0131r\u0131mc\u0131lar\u0131 ABD tahvillerine
\ny\u00f6nlendirirken, k\u0131sa vadeli tahvil faizleri geriledi. Japonya\u2019da yakla\u015fan se\u00e7imler hisse piyasas\u0131n\u0131 desteklerken yen ve devlet tahvillerinde sat\u0131\u015flar \u00f6ne \u00e7\u0131kt\u0131; Hindistan\u2019da ise merkez bankas\u0131n\u0131n faizleri sabit tutmas\u0131 s\u0131n\u0131rl\u0131 bir etki yaratt\u0131. Genel olarak yat\u0131r\u0131mc\u0131lar, son aylarda piyasalar\u0131n ana ta\u015f\u0131y\u0131c\u0131 temalar\u0131 olan yapay zek\u00e2, kripto varl\u0131klar ve de\u011ferli metallerde olu\u015fan y\u00fcksek de\u011ferlemelerin daha geni\u015f \u00e7apl\u0131 bir d\u00fczeltmeye d\u00f6n\u00fc\u015f\u00fcp d\u00f6n\u00fc\u015fmeyece\u011fini yak\u0131ndan izliyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa hisse senedi piyasalar\u0131, son \u00fc\u00e7 g\u00fcnd\u00fcr s\u00fcren sert sat\u0131\u015flar\u0131n ard\u0131ndan haftan\u0131n son i\u015flem g\u00fcn\u00fcne s\u0131n\u0131rl\u0131 bir toparlanma e\u011filimiyle ba\u015flamaya haz\u0131rlan\u0131yor. K\u00fcresel \u00f6l\u00e7ekte teknoloji hisselerinde ya\u015fanan sert d\u00fc\u015f\u00fc\u015f\u00fcn h\u0131z kesmesi ve de\u011ferli metaller ile kripto varl\u0131klarda tepki al\u0131mlar\u0131n\u0131n g\u00f6r\u00fclmesi, risk i\u015ftah\u0131n\u0131n k\u0131smen dengelenmesine yard\u0131mc\u0131 olurken, Avrupa borsalar\u0131 bu hafta zay\u0131f \u015firket bilan\u00e7olar\u0131 ve Avrupa Merkez Bankas\u0131\u2019n\u0131n g\u00f6rece \u015fahin mesajlar\u0131 nedeniyle bask\u0131 alt\u0131nda kalm\u0131\u015ft\u0131. Yat\u0131r\u0131mc\u0131lar bug\u00fcn Almanya ve Fransa\u2019dan gelecek d\u0131\u015f ticaret verilerini ekonomik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan yak\u0131ndan izlerken, \u015firketler cephesinde Soci\u00e9t\u00e9 G\u00e9n\u00e9rale\u2019in beklentileri a\u015fan d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r\u0131 sonras\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 1,7 milyar dolarl\u0131k hisse geri al\u0131m program\u0131 hisse bazl\u0131 pozitif ayr\u0131\u015fmaya i\u015faret etti. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx Europe 600 kontratlar\u0131n\u0131n y\u00fczde 0,1 civar\u0131nda art\u0131da seyretmesi, piyasalar\u0131n temkinli de olsa bir denge aray\u0131\u015f\u0131na girdi\u011fini g\u00f6steriyor.<\/p>\n
T\u00fcrkiye<\/p>\n
Yurt i\u00e7inde TCMB br\u00fct rezervleri ge\u00e7en hafta 215,6 milyar dolardan 218,2 milyar dolara y\u00fckselirken, net rezervler ise 97,4 milyar dolardan 93,4 milyar dolara geriledi. Swap hari\u00e7 net rezervler ise 85,5 milyar dolardan 82,6 milyar dolara d\u00fc\u015ft\u00fc. Yurt i\u00e7i yerle\u015fiklerin pariteden ar\u0131nd\u0131r\u0131lm\u0131\u015f d\u00f6viz mevduatlar\u0131 ge\u00e7en hafta 1,88 milyar dolar art\u0131\u015f kaydetti. ABD taraf\u0131nda i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ge\u00e7en hafta 231 bin ki\u015fi ile beklentilerin \u00fczerinde art\u0131\u015f kaydetti. Verilerin fiyatlamalar \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, kurda d\u00fc\u015f\u00fck volatilitede kademeli ve s\u0131n\u0131rl\u0131 y\u00fckseli\u015f e\u011filimi devam etti. Bug\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131 sakin. ABD taraf\u0131nda ise ba\u015fta tar\u0131m d\u0131\u015f\u0131 istihdam olmak \u00fczere i\u015fsizlik oran\u0131 ve ortalama saatlik kazan\u00e7lar verileri \u00f6n plana \u00e7\u0131kacak. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,61 civar\u0131nda hafif y\u00fckseli\u015f e\u011filiminde seyrediyor.”<\/p>\n
<\/strong> \u0130stanbul, 6 \u015eubat (Hibya)- Gedik Yat\u0131r\u0131m, bug\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":43362,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-43361","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/43361","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=43361"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/43361\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/43362"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=43361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=43361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=43361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"