A1 Capital'in analizine g\u00f6re, Beyaz Saray, bu hafta Cenevre\u2019de \u0130ran ile yap\u0131lan g\u00f6r\u00fc\u015fmelerde s\u0131n\u0131rl\u0131 da olsa ilerleme kaydedildi\u011fini ancak baz\u0131 ba\u015fl\u0131klarda mesafe bulundu\u011funu a\u00e7\u0131klad\u0131. Washington y\u00f6netimi, Tahran\u2019\u0131n birka\u00e7 hafta i\u00e7inde daha ayr\u0131nt\u0131l\u0131 bir geri d\u00f6n\u00fc\u015f yapmas\u0131n\u0131 beklediklerini bildirdi. \u00d6te yandan ABD\u2019nin \u0130ran\u2019a yak\u0131n b\u00f6lgelere sava\u015f gemileri konu\u015fland\u0131rd\u0131\u011f\u0131, ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 Vance\u2019in ise diplomatik s\u00fcrecin devam\u0131 ile \u201cba\u015fka se\u00e7eneklerin\u201d de\u011ferlendirilmesi aras\u0131nda bir tercih yap\u0131labilece\u011fine i\u015faret etti\u011fi aktar\u0131ld\u0131.<\/p>\n
\u0130srail h\u00fck\u00fcmetine yak\u0131nl\u0131\u011f\u0131yla bilinen Axios yazar\u0131 Barak Ravid\u2019in, Trump y\u00f6netiminin Orta Do\u011fu\u2019da \u201c\u00e7o\u011fu Amerikal\u0131n\u0131n tahmin etti\u011finden daha b\u00fcy\u00fck bir sava\u015fa\u201d hi\u00e7 olmad\u0131\u011f\u0131 kadar yak\u0131n oldu\u011fu ve bunun k\u0131sa s\u00fcrede ba\u015flayabilece\u011fi y\u00f6n\u00fcndeki iddias\u0131 da risk alg\u0131s\u0131n\u0131 art\u0131rd\u0131. Ravid\u2019in g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fc kaynaklar, olas\u0131 operasyonun en az birka\u00e7 hafta s\u00fcrebilecek geni\u015f \u00e7apl\u0131 bir askeri harek\u00e2t olabilece\u011fini \u00f6ne s\u00fcrd\u00fc.<\/p>\n
Bu geli\u015fmelerin etkisiyle BIST100 Endeksi g\u00fcn\u00fc y\u00fczde 0,23 art\u0131da tamamlasa da, \u00f6zellikle havac\u0131l\u0131k ve ula\u015ft\u0131rma sekt\u00f6r\u00fc ba\u015fta olmak \u00fczere holdingler, otomotiv hisseleri ve BIST Ana Endeksi\u2019nde sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fcld\u00fc. Endeksin pozitif b\u00f6lgede kalmas\u0131nda ise savunma sanayi ve se\u00e7ili b\u00fcy\u00fck hisselerin etkili oldu\u011fu belirtildi.<\/p>\n
Ukrayna-Rusya g\u00f6r\u00fc\u015fmelerinde ilerleme sa\u011flanamad\u0131<\/p>\n
Cenevre\u2019de Ukrayna ve Rusya aras\u0131nda iki g\u00fcn s\u00fcren bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin ilerleme kaydedilmeden sona erdi\u011fi bildirildi. Ukrayna Cumhurba\u015fkan\u0131 Volodimir Zelenskiy, Moskova\u2019y\u0131 ABD arabuluculu\u011funda y\u00fcr\u00fct\u00fclen bar\u0131\u015f \u00e7abalar\u0131n\u0131 engellemekle su\u00e7lad\u0131.<\/p>\n
Fed tutanaklar\u0131nda g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131<\/p>\n
Piyasalarda jeopolitik ba\u015fl\u0131klar\u0131n yan\u0131 s\u0131ra Fed\u2019in son toplant\u0131 tutanaklar\u0131 da yak\u0131ndan izlendi. Tutanaklara g\u00f6re politika yap\u0131c\u0131lar faiz oranlar\u0131n\u0131 sabit tutma konusunda b\u00fcy\u00fck \u00f6l\u00e7\u00fcde uzla\u015f\u0131rken, sonraki ad\u0131mlar konusunda g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 devam etti.<\/p>\n
Baz\u0131 \u00fcyelerin yapay zek\u00e2 kaynakl\u0131 verimlilik art\u0131\u015flar\u0131n\u0131n enflasyonu d\u00fc\u015f\u00fcrebilece\u011fi y\u00f6n\u00fcnde iyimser oldu\u011fu, di\u011fer baz\u0131 \u00fcyelerin ise y\u00fckselen varl\u0131k de\u011ferlemeleri ve \u201c\u015feffaf olmayan \u00f6zel piyasalar\u201d nedeniyle yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n finansal risk olu\u015fturabilece\u011finden endi\u015fe etti\u011fi kaydedildi. Kat\u0131l\u0131mc\u0131lar\u0131n \u00e7o\u011fu, enflasyonun Fed\u2019in y\u00fczde 2 hedefi do\u011frultusunda ilerlemesinin beklenenden daha yava\u015f ve d\u00fczensiz olabilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
Tutanaklarda ilk kez, enflasyonun hedefin \u00fczerinde kalmas\u0131 halinde olas\u0131 faiz art\u0131\u015flar\u0131n\u0131n da g\u00fcndeme gelebilece\u011fine dair ifadelerin yer ald\u0131\u011f\u0131 belirtildi. Buna kar\u015f\u0131n baz\u0131 \u00fcyeler, yeni veriler g\u00f6r\u00fclene kadar faizlerin bir s\u00fcre sabit tutulmas\u0131 gerekti\u011fini savundu. Waller ve Miran ise i\u015f g\u00fcc\u00fc piyasas\u0131nda zay\u0131flama riski nedeniyle faiz indiriminden yana kar\u015f\u0131 oy kulland\u0131.<\/p>\n
Toplant\u0131 sonras\u0131 piyasa beklentilerinde belirgin bir de\u011fi\u015fim g\u00f6r\u00fclmedi. Yat\u0131r\u0131mc\u0131lar, Fed\u2019in politika faizini haziran ortas\u0131na kadar sabit tutaca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc korurken, haziran ve eyl\u00fcl toplant\u0131lar\u0131nda \u00e7eyrek puanl\u0131k indirim ihtimali fiyatlanmaya devam ediyor. Fed\u2019in bir sonraki toplant\u0131s\u0131 17-18 Mart tarihlerinde ger\u00e7ekle\u015ftirilecek.<\/p>\n
Asya ve emtia piyasalar\u0131nda g\u00f6r\u00fcn\u00fcm<\/p>\n
Asya borsalar\u0131 bu sabah Wall Street\u2019te teknoloji hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00f6r\u00fclen y\u00fckseli\u015fin etkisiyle pozitif seyir izledi. Japonya Nikkei Endeksi teknoloji hisselerinin deste\u011fiyle y\u00fckselirken, G\u00fcney Kore Kospi Endeksi yakla\u015f\u0131k y\u00fczde 3 art\u0131\u015fla rekor seviyeye ula\u015ft\u0131. Hong Kong, \u00c7in ve Tayvan piyasalar\u0131 ise Ay Yeni Y\u0131l\u0131 tatili nedeniyle kapal\u0131 kald\u0131.<\/p>\n
Euro, Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n g\u00f6revinden erken ayr\u0131labilece\u011fine y\u00f6nelik haberlerin ard\u0131ndan bask\u0131 alt\u0131nda kalarak 1,18 dolar\u0131n alt\u0131na geriledi.<\/p>\n
Alt\u0131n fiyatlar\u0131, \u00f6nceki seansta y\u00fczde 2\u2019yi a\u015fan y\u00fckseli\u015fin ard\u0131ndan d\u00fc\u015f\u00fck likidite ko\u015fullar\u0131nda s\u0131n\u0131rl\u0131 geriledi. Spot alt\u0131n 4.968 dolar seviyesine \u00e7ekilirken, ABD alt\u0131n vadeli i\u015flemleri de d\u00fc\u015f\u00fc\u015f kaydetti. Petrol fiyatlar\u0131 ise ABD-\u0130ran geriliminin arz kesintisi riskini art\u0131rmas\u0131yla y\u00fckseldi. Brent petrol 70 dolar\u0131n \u00fczerine \u00e7\u0131karken, WTI da 65 dolar\u0131n \u00fczerinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
A1 Capital, jeopolitik geli\u015fmelerin ve Fed\u2019in para politikas\u0131 patikas\u0131na ili\u015fkin belirsizliklerin k\u0131sa vadede piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fine dikkat \u00e7ekti.<\/p>\n
<\/strong> \u0130stanbul, 19 \u015eubat (Hibya) – A1 Capital, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde jeopolitik geli\u015fmeler ile ABD Merkez Bankas\u0131 (Fed) tutanaklar\u0131n\u0131n k\u00fcresel piyasalar \u00fczerindeki etkilerine dikkat \u00e7ekti.<\/p>\n","protected":false},"author":1,"featured_media":49497,"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-49496","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\/49496","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=49496"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/49496\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/49497"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=49496"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=49496"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=49496"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"