Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta ge\u00e7ti\u011fimiz hafta olu\u015fan kar\u0131\u015f\u0131k seyrin ard\u0131ndan d\u00fcn ger\u00e7ekle\u015fen Enflasyon Raporu Toplant\u0131s\u0131 sonras\u0131nda yabanc\u0131 i\u015ftah\u0131n\u0131n artarak devam etti\u011fini izlerken, yabanc\u0131n\u0131n tarihi seviyelerde al\u0131m yapt\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. K\u0131sa vadeli diren\u00e7 seviyesi olarak takip etti\u011fimiz 14.000 b\u00f6lgesinin ge\u00e7ilmesinde zorlanmayan endeks i\u00e7in fon ak\u0131\u015f\u0131n\u0131n devaml\u0131l\u0131\u011f\u0131n\u0131 takip edece\u011fiz. Yeni g\u00fcnde hafif sat\u0131c\u0131l\u0131 seyir beklesek de fon ak\u0131\u015flar\u0131n\u0131n oyun de\u011fi\u015ftirici niteli\u011finin devam etti\u011fini belirtmek isteriz.” ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ABD piyasalar\u0131nda son 24 saatte ekonomi ve jeopolitik ba\u015fl\u0131klar i\u00e7 i\u00e7e ilerliyor. BofA, Kevin Warsh d\u00f6neminde olas\u0131 bir Fed-Hazine koordinasyonunun piyasa etkisinin s\u0131n\u0131rl\u0131 kalaca\u011f\u0131n\u0131 de\u011ferlendirirken, Fed \u00fcyesi Miran para politikas\u0131n\u0131n d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnden daha s\u0131k\u0131 oldu\u011funu ve enflasyonun art\u0131k temel sorun olmad\u0131\u011f\u0131n\u0131 belirtti; bu s\u00f6ylem faiz patikas\u0131na ili\u015fkin beklentileri a\u015fa\u011f\u0131 \u00e7ekiyor. Ticaret taraf\u0131nda Donald Trump\u2019\u0131n metal ve al\u00fcminyum
\ntarifelerinde geri ad\u0131m sinyali vermesi, ABD\u2019nin Tayvan ile kar\u015f\u0131l\u0131kl\u0131 ticaret anla\u015fmas\u0131 imzalamas\u0131 ve Kuzey Makedonya ile \u00e7er\u00e7eve anla\u015fmada uzla\u015fmas\u0131 k\u00fcresel ticaret tonunu desteklerken; Trump\u2019\u0131n \u201c\u00c7in\u2019le ili\u015fkilerimiz \u00e7ok iyi\u201d a\u00e7\u0131klamas\u0131 risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131. Buna kar\u015f\u0131n \u0130ran\u2019la anla\u015fma sa\u011flanamazsa \u201cikinci a\u015famaya\u201d ge\u00e7ilece\u011fi mesaj\u0131 Orta Do\u011fu kaynakl\u0131 jeopolitik riskleri canl\u0131 tutuyor. Ayr\u0131ca Trump y\u00f6netiminin sera gazlar\u0131n\u0131n kamu sa\u011fl\u0131\u011f\u0131n\u0131 tehdit etti\u011fine dair karar\u0131 iptal etmesi, enerji ve \u00e7evre politikalar\u0131nda reg\u00fclasyon y\u00f6n\u00fcn\u00fcn de\u011fi\u015fti\u011fine i\u015faret ederek sekt\u00f6r bazl\u0131 fiyatlamalar\u0131 etkileyebilir.<\/p>\n
Asya-Pasifik g\u00f6r\u00fcn\u00fcm, zay\u0131f \u00c7in verileri ile artan jeopolitik risklerin birle\u015fimiyle \u015fekilleniyor. \u00c7in\u2019de Ocak ay\u0131 konut fiyatlar\u0131 ayl\u0131k y\u00fczde -0,4 ile d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek emlak sekt\u00f6r\u00fcndeki k\u0131r\u0131lganl\u0131\u011f\u0131n devam etti\u011fini g\u00f6sterirken, \u00c7in tatili \u00f6ncesi pozisyon kapamalar\u0131 demir cevheri ve \u015eanghay bak\u0131r fiyatlar\u0131nda sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131. Buna kar\u015f\u0131l\u0131k Bank of Japan \u00fcyesi Naoki Tamura\u2019n\u0131n enflasyon hedefinin bu bahar yakalanabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 Japonya\u2019da politika normalle\u015fmesi beklentilerini g\u00fc\u00e7lendirdi. \u00d6te yandan ABD-\u00c7in rekabeti,
\nTayvan gerilimi ve Do\u011fu \u00c7in Denizi \u00e7evresindeki g\u00fcvenlik ba\u015fl\u0131klar\u0131 b\u00f6lgesel risk primini y\u00fcksek tutarken, tedarik zincirleri ve ticaret ak\u0131\u015flar\u0131 \u00fczerinden ekonomik g\u00f6r\u00fcn\u00fcm \u00fczerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskleri art\u0131r\u0131yor.<\/p>\n
Avrupa hem ekonomik entegrasyon hem de g\u00fcvenlik ba\u015fl\u0131klar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. AB i\u00e7inde oy birli\u011fi sa\u011flanamamas\u0131 durumunda ekonomik kararlar\u0131n \u201cg\u00fc\u00e7lendirilmi\u015f i\u015f birli\u011fi\u201d mekanizmas\u0131yla al\u0131nabilece\u011fi mesaj\u0131, karar alma s\u00fcre\u00e7lerinde esneklik aray\u0131\u015f\u0131n\u0131 g\u00f6sterirken; Avrupal\u0131 liderlerin \u201cTek Avrupa, tek pazar\u201d vurgusunda uzla\u015fmas\u0131 ABD ve \u00c7in ile rekabet g\u00fcc\u00fcn\u00fc art\u0131rmaya d\u00f6n\u00fck entegrasyon iradesini g\u00fc\u00e7lendirdi. Buna kar\u015f\u0131n Friedrich Merz\u2019in
\nortak bor\u00e7lanma fikrine a\u00e7\u0131k \u015fekilde kar\u015f\u0131 \u00e7\u0131kmas\u0131, mali entegrasyon taraf\u0131nda ayr\u0131\u015fman\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor. G\u00fcvenlik cephesinde ise Birle\u015fik Krall\u0131k\u2019\u0131n Ukrayna\u2019ya yeni askeri destek paketi a\u00e7\u0131klamas\u0131 ve Mykhailo Fedorov\u2019un \u201cPutin bizi sahada yenemez\u201d mesaj\u0131, sava\u015f\u0131n seyrine ili\u015fkin kararl\u0131l\u0131\u011f\u0131 ortaya koyarken; NATO\u2019nun gelece\u011fi ve transatlantik dengelere y\u00f6nelik tart\u0131\u015fmalar b\u00f6lgesel risk primini y\u00fcksek tutuyor. Genel tablo, Avrupa\u2019da ekonomik entegrasyon ad\u0131mlar\u0131 ile mali ve jeopolitik ayr\u0131\u015fmalar\u0131n e\u015f zamanl\u0131 ilerledi\u011fini g\u00f6steriyor.<\/p>\n
Emtialar \u00fczerinde volatilite s\u00fcrerken hem de\u011ferli madenler hem de baz emtia-enerji gruplar\u0131nda sat\u0131c\u0131l\u0131 seyrin hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri seti bulunmamaktad\u0131r.<\/p>\n
K\u00fcresel tarafta ise Avrupa b\u00f6lgesi b\u00fcy\u00fcme verilerinin ard\u0131ndan ABD\u2019den enflasyon verisini takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 13 \u015eubat (Hibya)- Marba\u015f Menkul De\u011ferler, ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri setinin bulunmad\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":46737,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-46736","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\/46736","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=46736"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/46736\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/46737"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=46736"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=46736"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=46736"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"