{"id":44619,"date":"2026-02-09T14:45:05","date_gmt":"2026-02-09T11:45:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/09\/asya-tarafinda-ic-politika-gelismeleri-one-cikti"},"modified":"2026-02-09T14:45:05","modified_gmt":"2026-02-09T11:45:05","slug":"asya-tarafinda-ic-politika-gelismeleri-one-cikti","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/09\/asya-tarafinda-ic-politika-gelismeleri-one-cikti\/","title":{"rendered":"Asya taraf\u0131nda i\u00e7 politika geli\u015fmeleri \u00f6ne \u00e7\u0131kt\u0131"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m&#039;\u0131n raporunda &#8220;K\u00fcresel piyasalarda haftaya temkinli fakat y\u00f6n aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc bir g\u00f6r\u00fcn\u00fcmle girilirken, \u00c7inli d\u00fczenleyicilerin bankalara ABD Hazine tahvili pozisyonlar\u0131n\u0131 azaltma \u00e7a\u011fr\u0131s\u0131 yapmas\u0131 tahvil ve d\u00f6viz cephesinde belirgin fiyatlamalara yol a\u00e7t\u0131; ABD tahvil faizleri \u00f6zellikle uzun vadede y\u00fckselirken 10 y\u0131ll\u0131k getiri y\u00fczde 4,23\u2019e \u00e7\u0131kt\u0131, dolar ise ikinci g\u00fcnde de zay\u0131flad\u0131.&#8221; ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n<p>&#8220;Asya taraf\u0131nda i\u00e7 politika geli\u015fmeleri \u00f6ne \u00e7\u0131kt\u0131: Japonya\u2019da Ba\u015fbakan Sanae Takaichi\u2019nin g\u00fc\u00e7l\u00fc se\u00e7im zaferi, mali geni\u015fleme beklentilerini art\u0131rarak Japon hisseleri ve tahvil getirilerinde sert y\u00fckseli\u015f getirdi; buna kar\u015f\u0131l\u0131k \u0130ngiltere\u2019de Ba\u015fbakan Keir Starmer\u2019\u0131n siyasi gelece\u011fine dair belirsizlik, mali disiplin endi\u015feleriyle uzun vadeli \u0130ngiliz tahvillerini bask\u0131lad\u0131. ABD piyasalar\u0131nda S&amp;P 500 vadeli i\u015flemleri, endeksin may\u0131stan bu yana en g\u00fc\u00e7l\u00fc g\u00fcn\u00fcn\u00fcn ard\u0131ndan yatay seyrederken, Bitcoin 70 bin dolar\u0131n hemen alt\u0131nda dalgaland\u0131, alt\u0131n ise ons ba\u015f\u0131na 5.000 dolar civar\u0131nda tutundu. Avrupa cephesinde risk i\u015ftah\u0131 daha g\u00fc\u00e7l\u00fcyd\u00fc; STOXX 50 ve STOXX Europe 600 yeni zirvelere y\u00fckselirken, sa\u011fl\u0131k hisseleri Hims &amp; Hers\u2019in kopya zay\u0131flama ilac\u0131n\u0131 piyasadan \u00e7ekme karar\u0131 sonras\u0131 belirgin \u015fekilde \u00f6ne \u00e7\u0131kt\u0131, banka ve sanayi hisselerinde de geni\u015f tabanl\u0131 al\u0131mlar g\u00f6r\u00fcld\u00fc. Genel tabloda piyasalar, ABD\u2019de bu hafta a\u00e7\u0131klanacak ocak ay\u0131 istihdam ve enflasyon verileri ile Hazine\u2019nin y\u00fcksek hacimli bor\u00e7lanma ihalelerini yak\u0131ndan izlerken, \u00c7in\u2019in tahvil mesajlar\u0131n\u0131n dolar\u0131n \u201cg\u00fcvenli liman\u201d rol\u00fc \u00fczerindeki etkisi \u00f6n\u00fcm\u00fczdeki g\u00fcnlerin ana tart\u0131\u015fma ba\u015fl\u0131klar\u0131ndan biri olmaya devam ediyor.<\/p>\n<p>\u00d6nemli \u015firket haberleri:<\/p>\n<p>SoFi Technologies (SOFI) Citizens, hisseyi Market Perform\u2019den Market Outperform\u2019a y\u00fckseltti ve son d\u00fc\u015f\u00fc\u015f\u00fcn temel nedenlerden de\u011fil, riskten ka\u00e7\u0131\u015f kaynakl\u0131 abart\u0131l\u0131 bir sat\u0131\u015ftan kaynakland\u0131\u011f\u0131n\u0131 belirtti. Analist Devin Ryan, zay\u0131fl\u0131\u011f\u0131n teknik ve stil fakt\u00f6rlerinden geldi\u011fini, \u015firketin operasyonel olarak b\u00fcy\u00fcmeye devam etti\u011fini vurgulad\u0131. 30 dolarl\u0131k hedef fiyat, \u00f6nceki kapan\u0131\u015fa g\u00f6re yakla\u015f\u0131k y\u00fczde 44 y\u00fckseli\u015f potansiyeline i\u015faret ediyor.(Olumlu)<\/p>\n<p>Hims &amp; Hers Health (HIMS), \u015eirket, Novo Nordisk\u2019in Wegovy ilac\u0131n\u0131n kopya niteli\u011findeki bile\u015fik versiyonunu sunmay\u0131 durduraca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan sert d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Karar, artan FDA denetimleri ve sekt\u00f6rdeki<br \/>\npayda\u015flarla yap\u0131lan g\u00f6r\u00fc\u015fmeler sonras\u0131 al\u0131nd\u0131. Geli\u015fme, bile\u015fik GLP-1 \u00fcr\u00fcnlerine y\u00f6nelik daha geni\u015f d\u00fczenleyici risk endi\u015felerini de art\u0131rd\u0131.(Olumsuz)<\/p>\n<p>Kroger (KR), The Wall Street Journal\u2019a g\u00f6re Kroger, eski Walmart ABD CEO\u2019su Greg Foran\u2019\u0131 yeni CEO olarak atamaya haz\u0131rlan\u0131yor. Bu ad\u0131m, Rodney McMullen\u2019\u0131n ayr\u0131l\u0131\u011f\u0131 sonras\u0131 aylar s\u00fcren aray\u0131\u015f\u0131 sonland\u0131r\u0131rken, \u015firketin artan g\u0131da fiyatlar\u0131 ve indirimli market rekabetiyle m\u00fccadele etti\u011fi kritik bir d\u00f6neme denk geliyor. Ayr\u0131ca 2024\u2019te iptal edilen 20 milyar dolarl\u0131k Albertsons anla\u015fmas\u0131 sonras\u0131 stratejik belirsizlikler de g\u00fcndemde. (Olumlu)<\/p>\n<p>Bug\u00fcn A\u00e7\u0131klanmas\u0131 Beklenen \u00d6nemli \u015eirket Bilan\u00e7olar\u0131: Apollo Global Management, Becton Dickinson and Company, ON Semiconductor Corporation, Arch Capital Group Ltd, ORIX Corporation.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 9 \u015eubat (Hibya)- Gedik Yat\u0131r\u0131m, Asya taraf\u0131nda i\u00e7 politika geli\u015fmelerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":44620,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-44619","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\/44619","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=44619"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/44619\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/44620"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=44619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=44619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=44619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}