Gedik Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, Asya piyasalar\u0131nda yapay zeka \u015firketlerinin de\u011ferlemelerine ili\u015fkin endi\u015felerin hafiflemesi risk i\u015ftah\u0131n\u0131 destekledi. MSCI Asia Pacific Index y\u00fczde 0,6 y\u00fckselirken, G\u00fcney Kore\u2019de KOSPI endeksi tarihi zirveye ula\u015ft\u0131. Samsung Electronics hisseleri, yeni nesil y\u00fcksek h\u0131zl\u0131 \u00e7ip sat\u0131\u015flar\u0131na y\u00f6nelik haberlerin ard\u0131ndan rekor seviyeye \u00e7\u0131kt\u0131.<\/p>\n
ABD taraf\u0131nda da y\u00fckseli\u015f e\u011filimi dikkat \u00e7ekti. S&P 500 ve Nasdaq 100 endekslerindeki art\u0131\u015f k\u00fcresel iyimserli\u011fi desteklerken, OpenAI\u2019nin 100 milyar dolar\u0131 a\u015fabilecek yeni bir finansman turuna yakla\u015ft\u0131\u011f\u0131na y\u00f6nelik haber ak\u0131\u015f\u0131 teknoloji temas\u0131n\u0131 yeniden g\u00fc\u00e7lendirdi.<\/p>\n
Emtia piyasas\u0131nda petrol, ABD\u2019nin \u0130ran\u2019a y\u00f6nelik olas\u0131 askeri m\u00fcdahalesine ili\u015fkin haberlerin ard\u0131ndan haftan\u0131n en sert g\u00fcnl\u00fck y\u00fckseli\u015fini kaydetti. Brent Crude Oil 70 dolar\u0131n \u00fczerinde, West Texas Intermediate (WTI) ise 65 dolar civar\u0131nda dengelendi. Alt\u0131n ise son y\u00fckseli\u015finin ard\u0131ndan yatay bir seyir izledi.<\/p>\n
Avustralya\u2019da i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,1\u2019de sabit kalmas\u0131 Avustralya dolar\u0131n\u0131 desteklerken, faiz art\u0131\u015f\u0131 beklentilerini de g\u00fc\u00e7lendirdi. \u00c7in, Hong Kong ve Tayvan piyasalar\u0131n\u0131n Ay Yeni Y\u0131l\u0131 nedeniyle kapal\u0131 olmas\u0131 ise i\u015flem hacimlerini s\u0131n\u0131rlad\u0131.<\/p>\n
ABD\u2019de sanayi \u00fcretiminin g\u00fc\u00e7l\u00fc seyri, sermaye mal\u0131 sipari\u015flerinin beklentileri a\u015fmas\u0131 ve konut ba\u015flang\u0131\u00e7lar\u0131ndaki art\u0131\u015f b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekledi. Ancak Federal Reserve\u2019in FOMC toplant\u0131 tutanaklar\u0131nda baz\u0131 \u00fcyelerin enflasyonun y\u00fcksek kalmas\u0131 halinde faiz art\u0131\u015f\u0131 ihtimalini g\u00fcndeme getirmesi, faiz indirimi beklentilerini s\u0131n\u0131rlad\u0131.<\/p>\n
Vadeli i\u015flemler piyasas\u0131nda yat\u0131r\u0131mc\u0131lar 2025 y\u0131l\u0131 i\u00e7in s\u0131n\u0131rl\u0131 faiz indirimi fiyatlarken, 2026\u2019da iki adet 25 baz puanl\u0131k indirim beklentisini koruyor. Genel tablo, hisse se\u00e7iminin ve b\u00f6lgesel \u00e7e\u015fitlendirmenin \u00f6n planda oldu\u011fu bir piyasa dinami\u011fine i\u015faret ediyor.<\/p>\n
Avrupa borsalar\u0131n\u0131n g\u00fcne temkinli ba\u015flamas\u0131 beklenirken, artan jeopolitik gerilimler risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ngiltere Ba\u015fbakan\u0131 Keir Starmer\u2019a Diego Garcia\u2019n\u0131n Mauritius\u2019a devredilmemesi y\u00f6n\u00fcnde \u00e7a\u011fr\u0131da bulunmas\u0131 ve Orta Do\u011fu\u2019daki askeri hareketlilik tansiyonu art\u0131rd\u0131. Ukrayna-Rusya bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin sonu\u00e7suz kalmas\u0131 da risk primini y\u00fckseltti.<\/p>\n
\u015eirketler taraf\u0131nda Airbus, A320 ailesinde kullan\u0131lan motorlara y\u00f6nelik tedarik s\u0131k\u0131nt\u0131lar\u0131n\u0131n \u00fcretim ve teslimatlar\u0131 olumsuz etkiledi\u011fini a\u00e7\u0131klad\u0131. Buna ra\u011fmen \u015firket 2025 y\u0131l\u0131 i\u00e7in g\u00fc\u00e7l\u00fc gelir art\u0131\u015f\u0131 ve sa\u011flam sipari\u015f ak\u0131\u015f\u0131 \u00f6ng\u00f6rd\u00fc. G\u00fcn i\u00e7inde Pernod Ricard, Repsol ve Renault\u2019nun finansal sonu\u00e7lar\u0131 da takip edilecek.<\/p>\n
Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx Europe 600 kontratlar\u0131n\u0131n yataya yak\u0131n seyretmesi, yat\u0131r\u0131mc\u0131lar\u0131n hem jeopolitik geli\u015fmeleri hem de \u015firket k\u00e2rl\u0131l\u0131klar\u0131n\u0131 dikkatle izledi\u011fini g\u00f6steriyor.<\/p>\n
T\u00fcrkiye taraf\u0131nda ise kurda d\u00fc\u015f\u00fck volatilitede kademeli y\u00fckseli\u015f e\u011filimi s\u00fcr\u00fcyor. ABD-\u0130ran hatt\u0131ndaki gerginlik haberleri izlenirken, Fed tutanaklar\u0131nda \u00fcyelerin faiz konusunda ayr\u0131\u015ft\u0131\u011f\u0131 ancak kal\u0131c\u0131 enflasyon riskine ili\u015fkin ortak g\u00f6r\u00fc\u015f bildirdi\u011fi g\u00f6r\u00fcld\u00fc. Dolar\/TL sabah saatlerinde 43,76 seviyesinde yataya yak\u0131n seyrediyor.<\/p>\n
<\/strong> \u0130stanbul, 19 \u015eubat (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re k\u00fcresel piyasalarda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde iyimserlik artarken, jeopolitik geli\u015fmeler ve merkez bankas\u0131 mesajlar\u0131 fiyatlamalar \u00fczerinde etkili olmaya devam ediyor.<\/p>\n","protected":false},"author":1,"featured_media":49599,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-49598","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\/49598","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=49598"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/49598\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/49599"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=49598"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=49598"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=49598"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"