Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda Asya piyasalar\u0131n\u0131n, zay\u0131f ABD perakende sat\u0131\u015f verisinin ard\u0131ndan Fed\u2019in bu y\u0131l faiz indirimine gidece\u011fi beklentilerinin g\u00fc\u00e7lenmesiyle rekor seviyelere y\u00fckseldi\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cMSCI Asya Pasifik Endeksi y\u00fczde 1 artarak t\u00fcm zamanlar\u0131n zirvesine \u00e7\u0131karken, geli\u015fen \u00fclke hisseleri de rekor tazeledi; ABD vadeli endeksleri ise Wall Street\u2019te pozitif bir a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor. ABD 10 y\u0131ll\u0131k tahvil faizlerinin yakla\u015f\u0131k bir ay\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemesi tahvil piyasas\u0131n\u0131 desteklerken, dolar G-10 para birimlerine kar\u015f\u0131 de\u011fer kaybetti ve alt\u0131n 5.000 dolar civar\u0131nda dengelenerek faiz indirimi beklentilerinden destek buldu.<\/p>\n
Piyasalarda odak noktas\u0131 \u015fimdi a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam ve enflasyon verilerine kaym\u0131\u015f durumda. Ocak ay\u0131nda istihdam\u0131n 65 bin artmas\u0131 ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,4 seviyesinde sabit kalmas\u0131 beklenirken, zay\u0131f bir veri b\u00fcy\u00fcme endi\u015felerini art\u0131rarak risk i\u015ftah\u0131n\u0131 bask\u0131layabilir; g\u00fc\u00e7l\u00fc bir veri ise resesyon korkular\u0131n\u0131 hafifletebilir. Swap piyasas\u0131nda y\u0131l i\u00e7inde \u00fc\u00e7 faiz indirimi ihtimali artarken, eyl\u00fcl toplant\u0131s\u0131na kadar iki indirimin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6te yandan teknoloji hisselerinde yapay zeka yat\u0131r\u0131mlar\u0131na y\u00f6nelik endi\u015feler dalgalanmay\u0131 art\u0131rmaya devam ediyor. Wall Street\u2019te baz\u0131 yaz\u0131l\u0131m ve finans \u015firketleri, yeni nesil yapay zek\u00e2 tabanl\u0131 \u00e7\u00f6z\u00fcmlerin rekabet bask\u0131s\u0131 yaratmas\u0131 nedeniyle sert sat\u0131\u015flarla kar\u015f\u0131la\u015ft\u0131; ancak Goldman Sachs CEO\u2019su David Solomon, son d\u00fc\u015f\u00fc\u015flerin abart\u0131l\u0131 olabilece\u011fini ve sekt\u00f6rde kazanan-kaybeden ayr\u0131\u015fmas\u0131n\u0131n daha netle\u015fece\u011fini belirtti. Genel tabloda Asya piyasalar\u0131 ABD ve Avrupa\u2019ya k\u0131yasla daha g\u00fc\u00e7l\u00fc bir performans sergilerken, k\u00fcresel yat\u0131r\u0131mc\u0131lar para politikas\u0131 ve yapay zek\u00e2 temas\u0131 etraf\u0131nda pozisyonlar\u0131n\u0131 yeniden \u015fekillendiriyor.<\/p>\n
Avrupa borsalar\u0131 hafta ortas\u0131na hafif al\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131yor. ABD\u2019de beklentilerin alt\u0131nda kalan perakende sat\u0131\u015f verisi, ekonomik aktivitede yava\u015flama sinyali vererek y\u0131l\u0131n ilerleyen d\u00f6nemlerinde ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 g\u00fc\u00e7lendirdi ve k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi. G\u00fcn\u00fcn devam\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131, h\u00fck\u00fcmet kapanmas\u0131 nedeniyle ertelenen ABD istihdam raporuna ve Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD enflasyon verisine \u00e7evrilmi\u015f durumda; bu veriler faiz patikas\u0131na dair beklentileri netle\u015ftirebilir.<\/p>\n
Avrupa taraf\u0131nda ise \u0130talya sanayi \u00fcretimi verileri b\u00f6lgesel ekonomik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenecek. \u015eirket haberleri cephesinde yo\u011fun bir bilan\u00e7o takvimi \u00f6ne \u00e7\u0131k\u0131yor; enerji, sanayi, bankac\u0131l\u0131k ve t\u00fcketim sekt\u00f6rlerinden gelecek sonu\u00e7lar endeks bazl\u0131 hareketleri \u015fekillendirebilir. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,1 primli seyretmesi, yat\u0131r\u0131mc\u0131lar\u0131n temkinli ancak pozitif bir a\u00e7\u0131l\u0131\u015f beklentisine i\u015faret ediyor.<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilitede hafif y\u00fckseli\u015flerin izlendi\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. Yurt i\u00e7erisinde g\u00f6zler yar\u0131n TCMB\u2019nin a\u00e7\u0131klayaca\u011f\u0131 y\u0131l\u0131n ilk Enflasyon Raporu\u2019nda olacak. TCMB\u2019nin tahmin aral\u0131\u011f\u0131 y\u00fczde 13 \u2013 19 aral\u0131\u011f\u0131nda bulunuyor. TCMB Ba\u015fkan\u0131 F. Karahan\u2019\u0131n verece\u011fi mesajlar yak\u0131ndan izlenecek. ABD taraf\u0131nda d\u00fcn perakende sat\u0131\u015flar a\u00e7\u0131kland\u0131. Perakende sat\u0131\u015flar aral\u0131k ay\u0131nda ayl\u0131k de\u011fi\u015fim g\u00f6stermezken, y\u0131ll\u0131k ise y\u00fczde 3,26\u2019dan y\u00fczde 2,43\u2019e geriledi. Veri beklentileri kar\u015f\u0131lamazken, fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kald\u0131. Bug\u00fcn yurt i\u00e7erisinde veri ak\u0131\u015f\u0131 sakin. ABD taraf\u0131nda ba\u015fta tar\u0131m d\u0131\u015f\u0131 istihdam olmak \u00fczere i\u015fsizlik oran\u0131 ve ortalama saatlik kazan\u00e7lar ile federal b\u00fct\u00e7e dengesi takip edilecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,63 civar\u0131nda yataya yak\u0131n seyirler izliyor. Dolar endeksi ise 96,64 civar\u0131nda bulunuyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 11 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n hafta ortas\u0131na hafif al\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rland\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":45643,"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-45642","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\/45642","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=45642"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/45642\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/45643"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=45642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=45642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=45642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"