Marba\u015f Menkul De\u011ferler'in analizine g\u00f6re,\u00a014.000 puan \u00fczerindeki hareketlerde pozisyonlar\u0131n ta\u015f\u0131nmaya devam edilmesi gerekti\u011fini belirtirken, y\u0131l geneline ili\u015fkin iyimser g\u00f6r\u00fc\u015f\u00fcn korundu\u011funu ancak mevcut ivme sonras\u0131 daha dikkatli olunmas\u0131 gerekti\u011fini ifade etti.<\/p>\n
ABD-\u0130ran haber ak\u0131\u015f\u0131na ra\u011fmen \u00f6zellikle havac\u0131l\u0131k sekt\u00f6r\u00fcnde sert sat\u0131\u015flar g\u00f6r\u00fclse de endeks genelindeki g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn olumlu kar\u015f\u0131land\u0131\u011f\u0131 aktar\u0131ld\u0131. Ay boyunca maj\u00f6r bir makro geli\u015fme bulunmamakla birlikte bilan\u00e7o d\u00f6neminin etkisi ve yabanc\u0131 ilgisiyle y\u00fckseli\u015f ivmesinin s\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
ABD Piyasalar\u0131nda Toparlanma \u00c7abas\u0131<\/p>\n
ABD taraf\u0131nda \u0130ran ile ya\u015fanan gerilime y\u00f6nelik haber ak\u0131\u015f\u0131 izlenirken, endekslerde \u00f6zellikle \u201cMuhte\u015fem Yedili\u201d hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde toparlanma \u00e7abas\u0131n\u0131n hakim oldu\u011fu belirtildi.<\/p>\n
A\u00e7\u0131klanan FOMC toplant\u0131 tutanaklar\u0131nda \u00fcyeler aras\u0131nda g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 bulunsa da y\u0131l sonuna kadar iki faiz indirimi beklentisinin korundu\u011fu g\u00f6r\u00fcld\u00fc.<\/p>\n
Ayr\u0131ca Trump y\u00f6netiminin Federal Reserve Bank of New York\u2019a y\u00f6nelik sert tutumunun dikkat \u00e7ekti\u011fi, New York Fed\u2019in yay\u0131mlad\u0131\u011f\u0131 raporda g\u00fcmr\u00fck vergisi politikalar\u0131n\u0131n maliyetinin ABD\u2019li t\u00fcketiciler ve yerel i\u015fletmeler taraf\u0131ndan \u00fcstlenildi\u011finin savunuldu\u011fu aktar\u0131ld\u0131. Genel g\u00f6r\u00fcn\u00fcmde ABD-\u0130ran geriliminin fiyatlamalara s\u0131n\u0131rl\u0131 yans\u0131d\u0131\u011f\u0131 ve toparlanma e\u011filiminin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Asya-Pasifik\u2019te Yat\u0131r\u0131m Sinyalleri ve Belirsizlik<\/p>\n
Asya-Pasifik b\u00f6lgesinde g\u00fc\u00e7l\u00fc yat\u0131r\u0131m sinyalleri ile politika belirsizliklerinin birlikte fiyatland\u0131\u011f\u0131 kaydedildi. Japonya\u2019da makine sipari\u015flerindeki rekor art\u0131\u015f yat\u0131r\u0131mlar\u0131n canl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6sterirken, Bank of Japan\u2019\u0131n faiz patikas\u0131na ili\u015fkin mesajlar\u0131n\u0131n kritik \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 belirtildi.<\/p>\n
K\u00fcresel cephede International Monetary Fund (IMF), \u00c7in\u2019in t\u00fcketim odakl\u0131 b\u00fcy\u00fcmeye \u00f6ncelik vermesi gerekti\u011fini vurgulad\u0131. B\u00f6lgede faiz beklentileri ve jeopolitik geli\u015fmeler kaynakl\u0131 oynakl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fc, Allianz Trade\u2019in risk g\u00f6r\u00fcn\u00fcm\u00fcnde k\u0131r\u0131lganl\u0131klar\u0131n devam etti\u011fine i\u015faret etti\u011fi aktar\u0131ld\u0131. Denizcilik sekt\u00f6r\u00fcnde artan jeopolitik hassasiyetin tedarik zinciri maliyetleri \u00fczerinde bask\u0131 olu\u015fturdu\u011fu da de\u011ferlendirildi.<\/p>\n
Avrupa\u2019da Savunma Hisseleri \u00d6ne \u00c7\u0131kt\u0131<\/p>\n
Avrupa borsalar\u0131n\u0131n savunma sanayi hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckseli\u015fle kapand\u0131\u011f\u0131 belirtilirken, artan g\u00fcvenlik hassasiyetlerinin sekt\u00f6r bazl\u0131 fiyatlamalara yans\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Jeopolitik cephede Rusya\u2019n\u0131n \u0130ran n\u00fckleer sorununun diyalog yoluyla \u00e7\u00f6z\u00fclmesi gerekti\u011fini vurgulad\u0131\u011f\u0131, \u0130ran Cumhurba\u015fkan\u0131 Peze\u015fkiyan\u2019\u0131n ise Avrupa, ABD ve \u0130srail\u2019e y\u00f6nelik a\u00e7\u0131klamalarla tansiyonu y\u00fcksek tuttu\u011fu kaydedildi.<\/p>\n
Finans taraf\u0131nda European Central Bank liderli\u011fine ili\u015fkin spek\u00fclasyonlar\u0131n yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131 belirtildi. Sa\u011fl\u0131k sekt\u00f6r\u00fcnde ise AB\u2019nin ANKTIVA ilac\u0131na onay vermesinin ard\u0131ndan ImmunityBio hisselerinde g\u00fc\u00e7l\u00fc y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Genel \u00e7er\u00e7evede Avrupa\u2019da savunma, jeopolitik risk ve merkez bankas\u0131 belirsizli\u011fi temalar\u0131n\u0131n fiyatlamalarda belirleyici oldu\u011fu ifade edildi.<\/p>\n
Emtia Cephesi<\/p>\n
Emtialarda sert sat\u0131\u015f sonras\u0131 kay\u0131plar\u0131n yakla\u015f\u0131k yar\u0131s\u0131n\u0131n telafi edildi\u011fi belirtilirken, ons alt\u0131nda 5.000 dolar band\u0131nda zorlanma ya\u015fand\u0131\u011f\u0131 kaydedildi.<\/p>\n
Brent petrol fiyatlar\u0131n\u0131n ise jeopolitik etkilerle 70 dolar seviyesinde dengelendi\u011fi ifade edildi.<\/p>\n
Ekonomik Takvim ve Siyasi G\u00fcndem<\/p>\n
Yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri takip edilecek. K\u00fcresel tarafta ise ABD\u2019den gelecek i\u015fsizlik haklar\u0131ndan yararlanma ba\u015fvurular\u0131 izlenecek.<\/p>\n
G\u00fcn\u00fcn siyasi program\u0131nda:<\/p>\n
Recep Tayyip Erdo\u011fan, \u00c7ankaya K\u00f6\u015fk\u00fc\u2019nde \u015fehit aileleri ile iftar program\u0131na kat\u0131lacak.<\/p>\n
\u00d6zg\u00fcr \u00d6zel, Bo\u011fazi\u00e7i akademisyenlerinin 1261. n\u00f6betine destek ziyaretinde bulunacak.<\/p>\n
Hakan Fidan, Gazze i\u00e7in olu\u015fturulan Bar\u0131\u015f Kurulu\u2019nun ilk toplant\u0131s\u0131na kat\u0131lacak.<\/p>\n
Marba\u015f Menkul De\u011ferler, genel g\u00f6r\u00fcn\u00fcmde y\u00fckseli\u015f e\u011filiminin korundu\u011funu ancak jeopolitik ve siyasi riskler nedeniyle temkinli iyimser yakla\u015f\u0131m\u0131n s\u00fcrd\u00fcr\u00fclmesi gerekti\u011fini vurgulad\u0131.<\/p>\n
<\/strong> \u0130stanbul, 19 \u015eubat (Hibya) – Marba\u015f Menkul De\u011ferler, piyasalara ili\u015fkin de\u011ferlendirmesinde yurt i\u00e7inde yabanc\u0131 yat\u0131r\u0131mc\u0131 e\u015fli\u011finde y\u00fckseli\u015f trendinin korundu\u011funu, ancak \u00f6nden y\u00fcklemeli hareket sonras\u0131 temkinli iyimser duru\u015fun s\u00fcrd\u00fcr\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":49505,"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-49504","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\/49504","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=49504"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/49504\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/49505"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=49504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=49504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=49504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"