Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda g\u00f6r\u00fcn\u00fcm\u00fcn, S&P 500\u2019\u00fcn tarihi zirveye \u00e7ok yakla\u015fmas\u0131n\u0131n ard\u0131ndan kontroll\u00fc bir iyimserli\u011fe i\u015faret etti\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cEndeks, son iki seansta gelen g\u00fc\u00e7l\u00fc al\u0131mlar\u0131n ard\u0131ndan yeni haftaya s\u0131n\u0131rl\u0131 bir art\u0131\u015fla ba\u015flamaya haz\u0131rlan\u0131rken, yat\u0131r\u0131mc\u0131lar oda\u011f\u0131n\u0131 ABD\u2019de a\u00e7\u0131klanacak perakende sat\u0131\u015f verilerine \u00e7evirmi\u015f durumda. Aral\u0131k ay\u0131na ili\u015fkin bu verinin, y\u00fcksek ya\u015fam maliyetlerine ra\u011fmen hanehalk\u0131 talebinin ne \u00f6l\u00e7\u00fcde dayan\u0131kl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6stermesi bekleniyor; devam\u0131nda a\u00e7\u0131klanacak istihdam, \u00fccret ve enflasyon g\u00f6stergeleri ise ekonomik momentumun s\u00fcrd\u00fcr\u00fclebilirli\u011fine dair daha net bir \u00e7er\u00e7eve sunacak.<\/p>\n
Risk i\u015ftah\u0131 taraf\u0131nda, ge\u00e7ti\u011fimiz hafta yapay zek\u00e2 temas\u0131 etraf\u0131nda ya\u015fanan sert sat\u0131\u015flar ve h\u0131zl\u0131 toparlanman\u0131n ard\u0131ndan piyasalar\u0131n k\u0131sa s\u00fcreli bir denge aray\u0131\u015f\u0131na girdi\u011fi g\u00f6r\u00fcl\u00fcyor. \u00d6zellikle teknoloji hisselerinde de\u011ferlemelere dair soru i\u015faretleri s\u00fcrerken, Nasdaq 100\u2019\u00fcn son aylardaki zirvesine yak\u0131n seyri yat\u0131r\u0131mc\u0131lar\u0131 temkinli pozisyonlanmaya itiyor. Bu s\u00fcre\u00e7te a\u00e7\u0131klanacak makro veriler, ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirimlerine ne zaman ba\u015flayabilece\u011fine dair beklentileri do\u011frudan etkileyecek; piyasa genelinde k\u0131sa vadede agresif bir faiz indirimi beklentisinin h\u00e2len zay\u0131f oldu\u011fu g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Emtia cephesinde ons alt\u0131n 5.000 dolar\u0131n \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flamaya \u00e7al\u0131\u015f\u0131rken, dolar endeksindeki zay\u0131flama ve tahvil getirilerindeki geri \u00e7ekilme de\u011ferli metalleri destekliyor. ABD 10 y\u0131ll\u0131k tahvil getirilerinin y\u00fczde 4,18 seviyesine gerilemesi, riskli varl\u0131klara k\u0131sa vadeli nefes ald\u0131rsa da yat\u0131r\u0131mc\u0131lar bu hareketin kal\u0131c\u0131 olup olmad\u0131\u011f\u0131n\u0131 sorguluyor. D\u00f6viz piyasas\u0131nda dolar yatay seyrederken, g\u00fcvenli liman talebinin tamamen ortadan kalkmad\u0131\u011f\u0131 dikkat \u00e7ekiyor.<\/p>\n
Avrupa piyasalar\u0131nda ise \u015firket haberleri \u00f6n planda. Kering\u2019in Gucci markas\u0131nda toparlanma sinyalleri vermesi, l\u00fcks sekt\u00f6r\u00fc genelinde al\u0131mlar\u0131 tetiklerken, LVMH, Herm\u00e8s ve L\u2019Or\u00e9al hisselerinde de yukar\u0131 y\u00f6nl\u00fc hareketler izlendi. Buna kar\u015f\u0131l\u0131k BP\u2019nin hisse geri al\u0131m program\u0131n\u0131 durdurmas\u0131 ve k\u00e2rlar\u0131n beklentilere paralel gelmesi sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131. Bankac\u0131l\u0131k taraf\u0131nda Barclays y\u0131ll\u0131k k\u00e2r art\u0131\u015f\u0131 a\u00e7\u0131klamas\u0131na ra\u011fmen s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f ya\u015farken, sigorta ve holding hisselerinde daha se\u00e7ici bir seyir \u00f6ne \u00e7\u0131kt\u0131.\u201d<\/p>\n
<\/strong> \u0130stanbul, 10 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda g\u00f6r\u00fcn\u00fcm\u00fcn, S&P 500\u2019\u00fcn tarihi zirveye \u00e7ok yakla\u015fmas\u0131n\u0131n ard\u0131ndan kontroll\u00fc bir iyimserli\u011fe i\u015faret etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":45335,"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-45334","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\/45334","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=45334"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/45334\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/45335"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=45334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=45334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=45334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"