Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalar\u0131n, a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi \u00f6ncesinde temkinli ve y\u00f6n aray\u0131\u015f\u0131n\u0131n hakim oldu\u011fu bir seyir izledi\u011fi belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201cABD endeks vadeli kontratlar\u0131 yatay dalgalan\u0131rken, yat\u0131r\u0131mc\u0131lar zay\u0131flayabilecek bir istihdam verisinin faiz indirim beklentilerini \u00f6ne \u00e7ekip \u00e7ekmeyece\u011fini fiyatlamaya \u00e7al\u0131\u015f\u0131yor. Son d\u00f6nemde ABD\u2019li yetkililerin istihdam art\u0131\u015f h\u0131z\u0131nda yava\u015flamaya i\u015faret eden a\u00e7\u0131klamalar\u0131 ve mart 2025\u2019e kadar olan d\u00f6nemi kapsayan y\u0131ll\u0131k istihdam revizyonunda a\u015fa\u011f\u0131 y\u00f6nl\u00fc g\u00fcncelleme beklentisi, piyasada belirsizli\u011fi art\u0131rd\u0131.<\/p>\n
Para piyasalar\u0131nda nisan ay\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131 y\u00fckselirken, ABD 10 y\u0131ll\u0131k tahvil getirileri yakla\u015f\u0131k bir ay\u0131n en d\u00fc\u015f\u00fck seviyelerinde dengelendi. Dolar endeksi ise \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcnde gerileyerek bu ay\u0131n dip seviyesine inerken, zay\u0131flayan dolar emtia fiyatlar\u0131na destek verdi.<\/p>\n
De\u011ferli metaller cephesinde alt\u0131n ons ba\u015f\u0131na 5.000 dolar seviyesinin \u00fczerinde tutunarak g\u00fcvenli liman talebinin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti. Buna kar\u015f\u0131n kripto varl\u0131klarda risk i\u015ftah\u0131 zay\u0131f; Bitcoin 67.000 dolar\u0131n alt\u0131na gerileyerek son haftadaki toparlanman\u0131n kal\u0131c\u0131 olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Piyasalarda \u201cK-\u015fekilli\u201d ekonomik ayr\u0131\u015fma temas\u0131 \u00f6ne \u00e7\u0131karken, t\u00fcketici harcamalar\u0131ndaki k\u0131r\u0131lganl\u0131k ve y\u00fcksek gelir grubuyla d\u00fc\u015f\u00fck-orta gelir grubunun farkl\u0131la\u015fan e\u011filimleri yat\u0131r\u0131m stratejilerinde belirleyici olmaya devam ediyor.<\/p>\n
Avrupa taraf\u0131nda ise borsalar zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiledi. STOXX 50 ve STOXX 600 endeksleri hafif gerilerken, bilan\u00e7o sezonu hisse bazl\u0131 sert hareketlere yol a\u00e7t\u0131. Commerzbank rekor operasyonel k\u00e2r a\u00e7\u0131klamas\u0131na ra\u011fmen beklentileri kar\u015f\u0131layamayan sonu\u00e7lar nedeniyle de\u011fer kaybetti. Dassault Syst\u00e8mes\u2019in hem k\u00e2r beklentisini \u0131skalamas\u0131 hem de 2026 i\u00e7in s\u0131n\u0131rl\u0131 b\u00fcy\u00fcme \u00f6ng\u00f6rmesi hissede sert sat\u0131\u015fa yol a\u00e7arak yaz\u0131l\u0131m sekt\u00f6r\u00fcnde yapay zek\u00e2 kaynakl\u0131 rekabet endi\u015felerini yeniden g\u00fcndeme ta\u015f\u0131d\u0131.<\/p>\n
LVMH, SAP, Airbus ve UBS gibi b\u00fcy\u00fck \u00f6l\u00e7ekli \u015firketlerde de sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fcld\u00fc. Genel olarak Avrupa piyasalar\u0131nda, yapay zekan\u0131n finans ve yaz\u0131l\u0131m sekt\u00f6rleri \u00fczerindeki potansiyel d\u00f6n\u00fc\u015ft\u00fcr\u00fcc\u00fc etkisine y\u00f6nelik tart\u0131\u015fmalar fiyatlamalarda belirleyici olmaya devam ediyor.<\/p>\n
K\u00fcresel g\u00f6r\u00fcn\u00fcmde ana tema; zay\u0131flayan dolar, d\u00fc\u015fen tahvil getirileri ve yakla\u015fan makro verilerin merkez bankas\u0131 politikalar\u0131na etkisi. ABD\u2019den gelecek istihdam verisi, yaln\u0131zca faiz beklentileri a\u00e7\u0131s\u0131ndan de\u011fil, ayn\u0131 zamanda riskli varl\u0131klar\u0131n k\u0131sa vadeli y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan da belirleyici olacak. Piyasalar \u015fu a\u015famada g\u00fc\u00e7l\u00fc bir trend olu\u015fturmak yerine, veri odakl\u0131 ve se\u00e7ici hareket etmeyi tercih ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 11 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n, a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi \u00f6ncesinde temkinli ve y\u00f6n aray\u0131\u015f\u0131n\u0131n hakim oldu\u011fu bir seyir izledi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":45793,"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-45792","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\/45792","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=45792"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/45792\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/45793"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=45792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=45792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=45792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"