Alnus Yat\u0131r\u0131m\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck b\u00fcltende; Orta Do\u011fu\u2019daki sava\u015f tamtamlar\u0131, Fed\u2019in faiz art\u0131r\u0131m ihtimaline dair sinyaller ve yo\u011fun veri g\u00fcndemi analiz edildi. Piyasalardaki gerilimi art\u0131ran geli\u015fmelere dair \u015fu detaylar payla\u015f\u0131ld\u0131:<\/p>\n
“BIST-100 endeksi, d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne; 33,53 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131. G\u00fcn i\u00e7erisinde dalgal\u0131 bir seyir izleyen ulusal-100 endeksinde, g\u00fcn\u00fcn sonunu; y\u00fczde 0,23 oran\u0131ndaki y\u00fckseli\u015fle 14.259,90 puandan noktalad\u0131k. Endeksin i\u015flem hacmi de; \u00f6nceki g\u00fcnk\u00fc 198,7 Milyar TL d\u00fczeyinden 293,1 Milyar TL civar\u0131na y\u00fckseldi. Puan baz\u0131nda endekse en fazla pozitif etki eden \u015firket hisseleri; 57,81 puan ile ASELS, 18,50 puan ile DSTKF ve 16,38 puan ile KLRHO oldu. D\u00fcn, yurt i\u00e7i ekonomik takvimde; herhangi bir makro veri a\u00e7\u0131klanmazken, g\u00fcn i\u00e7erisinde gelen haber ak\u0131\u015flar\u0131n\u0131 takip ettik. Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan, d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda: Anayasa \u00e7al\u0131\u015fmalar\u0131n\u0131n devam etti\u011fini s\u00f6ylerken, son zamanlarda b\u00f6lgemizde artan riskler sonras\u0131nda \u0130ran\u2019a y\u00f6nelik olabilecek her hangi sald\u0131r\u0131y\u0131 onaylamad\u0131klar\u0131n\u0131 da s\u00f6zlerine ekledi.<\/p>\n
K\u00fcresel tarafta, g\u00fcndemin merkezinde yine jeopolitik riskler yer ald\u0131. \u00d6nceki g\u00fcn, ABD ve \u0130ran aras\u0131nda \u0130svi\u00e7re\u2019nin Cenevre kentinde ger\u00e7ekle\u015ftirilen g\u00f6r\u00fc\u015fmeler sonras\u0131nda taraflardan gelen \u0131l\u0131ml\u0131 a\u00e7\u0131klamalara kar\u015f\u0131n; bir anla\u015fma \u00e7\u0131kmam\u0131\u015f olmas\u0131 tedirginli\u011fin devam\u0131na neden oldu. Nitekim, \u00f6\u011fleden sonra gelen; ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, haftalar s\u00fcrebilecek b\u00fcy\u00fck \u00e7apl\u0131 bir sava\u015fa haz\u0131rland\u0131\u011f\u0131 ve Avrupa\u2019dan Orta Do\u011fu\u2019ya do\u011fru yo\u011fun bir ABD g\u00fcc\u00fcn\u00fcn yol ald\u0131\u011f\u0131na dair haber ak\u0131\u015flar\u0131 ile riskler art\u0131\u015f g\u00f6sterdi. Yine, Sal\u0131 g\u00fcn\u00fc Cenevre\u2019de ger\u00e7ekle\u015ftirilen ABD, Rusya ve Ukrayna aras\u0131ndaki toplant\u0131lar neticesinde Rusya ve Ukrayna\u2019n\u0131n anla\u015fmaya varamad\u0131\u011f\u0131na dair haberler de \u00f6nemliydi.<\/p>\n
Makro veri taraf\u0131nda ise, ABD\u2019de a\u00e7\u0131klanan Dayan\u0131kl\u0131 Mal Sipari\u015fleri; man\u015fet tarafta beklentilerin alt\u0131nda daralma g\u00f6sterirken, \u00e7ekirdek veride de tahminlerden h\u0131zl\u0131 art\u0131\u015f ortaya \u00e7\u0131kt\u0131. \u00dclkeden gelen di\u011fer \u00f6nemli verilerde; \u0130n\u015faat \u0130zinleri ve Konut Ba\u015flang\u0131\u00e7lar\u0131 beklentileri a\u015farken, Sanayi \u00dcretimi datas\u0131nda da beklentilerin \u00fczerine \u00e7\u0131k\u0131ld\u0131. G\u00fcn\u00fcn ilerleyen saatlerinde(TS\u0130 22:00) ise, dikkatler; 27-28 Ocak tarihlerinde d\u00fczenlenen Fed\/FOMC toplant\u0131lar\u0131n\u0131n tutanaklar\u0131ndayd\u0131. Enflasyon kayg\u0131lar\u0131n\u0131n a\u011f\u0131r bast\u0131\u011f\u0131 tutanaklarda, baz\u0131 \u00fcyelerinin \u2018enflasyonun hedeflerin \u00fczerinde kalmas\u0131 durumunda\u2019 Fed faiz oranlar\u0131n\u0131 art\u0131rmas\u0131 gerekebilece\u011fine dair sav\u0131 olduk\u00e7a dikkat \u00e7ekti.<\/p>\n
Yeni g\u00fcnde \u015fu an i\u00e7in; ABD ve Avrupa vadeli endeksleri ile Asya-Pasifik borsalar\u0131 kar\u0131\u015f\u0131k bir g\u00f6r\u00fcnt\u00fc \u00e7iziyor. B\u0130ST100 endeksinin, g\u00fcne \u2018sat\u0131c\u0131l\u0131\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; Konut ve \u0130\u015f Yeri Sat\u0131\u015f \u0130statistikleri, T\u00fcketici G\u00fcven Endeksi, K\u0131sa Vadeli D\u0131\u015f Bor\u00e7 \u0130statistikleri, ve haftal\u0131k(13 \u015eubat) Para, Banka ve Menkul K\u0131ymet \u0130statistikleri gibi yo\u011fun bir veri ak\u0131\u015f\u0131 takip edilecek. Asya senas\u0131nda Japonya\u2019n\u0131n olduk\u00e7a g\u00fc\u00e7l\u00fc gelen Makine Sipari\u015fleri datalar\u0131n\u0131 izledi\u011fimiz k\u00fcresel tarafta ise; ABD taraf\u0131nda haftal\u0131k \u0130\u015fsizlik Haklar\u0131ndan Yararlanma Ba\u015fvurular\u0131 ve Philadelphia Fed \u0130malat Endeksi de takibimizde olacak. \u00d6te yandan, ABD- \u0130ran gerilimi ba\u015fta olmak \u00fczere jeopolitik risklerin durumu ve di\u011fer maj\u00f6r konulara(D\u00fcn, \u015fahin tonda a\u00e7\u0131klanan FOMC tutanaklar\u0131 sonras\u0131nda Fed\u2019in faiz patikas\u0131n\u0131n durumu vb.) dair geli\u015fmelerle de fiyatlamalar \u015fekil bulabilir”<\/p>\n
<\/strong> \u0130stanbul, 19 \u015eubat (Hibya) – Alnus Yat\u0131r\u0131m, ABD ve \u0130ran aras\u0131ndaki n\u00fckleer g\u00f6r\u00fc\u015fmelerden somut bir sonu\u00e7 \u00e7\u0131kmamas\u0131, Donald Trump\u2019\u0131n askeri haz\u0131rl\u0131k haberleri ve Fed tutanaklar\u0131ndaki \u015fahin ton nedeniyle piyasalarda risk i\u015ftah\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":49521,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-49520","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/49520","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=49520"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/49520\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/49521"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=49520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=49520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=49520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"