Marba\u015f Menkul De\u011ferler'in analizinde “\u0130\u00e7 tarafta beklemeden daha d\u00fc\u015f\u00fck gelen g\u0131da ve giyim enflasyonlar\u0131n\u0131n ard\u0131ndan Ekim ay\u0131nda enflasyon y\u00fczde 2,71 piyasa beklentisinin alt\u0131nda y\u00fczde 2,55 olarak ger\u00e7ekle\u015fmesinin
\nard\u0131ndan riskli varl\u0131klarda g\u00f6zle g\u00f6r\u00fcl\u00fcr \u015fekilde genele yay\u0131lan al\u0131mlar takip ettik.” ifadelerine yer verildi.\u00a0<\/p>\n
Analizin devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Seans sonuna do\u011fru baz\u0131 endi\u015felerin artmas\u0131 ve teknik manada yeni diren\u00e7lerin \u00fcst\u00fcnde kal\u0131namamas\u0131n\u0131n ard\u0131ndan endeks d\u00fcn en d\u00fc\u015f\u00fck 11011,87 en y\u00fcksek 11152,28\u2019i g\u00f6rerek g\u00fcn\u00fc y\u00fczde 0,81 y\u00fckseli\u015fle 11060,39\u2019dan kapatt\u0131. Yeni g\u00fcnde TR-VIX 25 baz puan artt\u0131. 10550-11000 band\u0131n\u0131 bilan\u00e7o bazl\u0131 fiyatlamalarla takip ediyor olaca\u011f\u0131z.<\/p>\n
\u00c7eyrek finansallar\u0131n\u0131 almaya devam ediyoruz. KAREL(olumlu), KARSN(olumsuz), MAKTK(n\u00f6tr), OTKAR(olumlu), OYAKC(olumlu), SASA (olumsuz), TOASO (n\u00f6tr) diyebiliriz. Detaylar\u0131n\u0131 seans \u00f6ncesi payla\u015f\u0131yor olaca\u011f\u0131z.<\/p>\n
ABD iyasalar\u0131nda veri setlerinin yoksunlu\u011fundan ziyade 3.\u00e7eyrek finansallar\u0131 \u00f6zelinde fiyatlamalar\u0131 takip ediyoruz. D\u00fcnTeknoloji ve SP500 al\u0131c\u0131l\u0131, s\u0131nai ve k\u00fc\u00e7\u00fck \u015firketler sat\u0131c\u0131l\u0131 g\u00fcn\u00fc tamamlad\u0131. FED Y\u00f6netim Kurulu \u00fcyesi Cook, Aral\u0131k ay\u0131nda yap\u0131lacak FOMC toplant\u0131s\u0131nda bir faiz indirimi karar\u0131na destek verip vermeme konusunda hen\u00fcz karar vermedi\u011fini belirtti. Washington\u2019daki Brookings Enstit\u00fcs\u00fc\u2019nde konu\u015fan Cook, “her toplant\u0131, Aral\u0131k dahil, canl\u0131 bir toplant\u0131d\u0131r” diyerek y\u0131l\u0131n son politika karar\u0131na dair kap\u0131lar\u0131 a\u00e7\u0131k b\u0131rakt\u0131. ABD Hazine Bakan\u0131 Bessent d\u00fcn, Trump\u2019\u0131n tarife politikas\u0131n\u0131n yasall\u0131\u011f\u0131na ili\u015fkin bu hafta Y\u00fcksek Mahkeme\u2019de yap\u0131lacak duru\u015fmada haz\u0131r bulunaca\u011f\u0131n\u0131 s\u00f6yledi. Bessent, s\u00f6z konusu tarife politikas\u0131n\u0131 “ulusal g\u00fcvenlik meselesi” olarak nitelendirdi. Bessent bir programda verdi\u011fi deme\u00e7te “Duru\u015fmaya gidip \u00f6n s\u0131raya oturaca\u011f\u0131m ve k\u00fcrs\u00fcye en yak\u0131n koltu\u011fu alaca\u011f\u0131m” dedi. Bessent, “Bu bir ulusal g\u00fcvenlik meselesi” ifadesini kulland\u0131. Yeni g\u00fcnde veri seti bekleme ve 3.\u00e7eyrek finansallar\u0131na dair baz\u0131 karma\u015f\u0131kl\u0131klarla ABD piyasalar\u0131 teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131c\u0131l\u0131 seyrediyor.<\/p>\n
Asya-Pasifik\u2019te sat\u0131\u015f bask\u0131s\u0131 etkin g\u00f6r\u00fcn\u00fcyor. RBA politika yap\u0131c\u0131lar\u0131 son d\u00f6nemdeki enflasyon art\u0131\u015f\u0131n\u0131, toparlanmakta olan ekonominin i\u015faretlerini ve devam eden k\u00fcresel belirsizli\u011fi de\u011ferlendirirken Sal\u0131 g\u00fcn\u00fc faiz oranlar\u0131n\u0131 de\u011fi\u015ftirmedi. Avustralya Merkez Bankas\u0131 (RBA) beklendi\u011fi gibi faiz oranlar\u0131n\u0131 y\u00fczde 3,60 seviyesinde sabit tuttu. Banka, A\u011fustos ay\u0131nda ger\u00e7ekle\u015ftirdi\u011fi en son 25 baz puanl\u0131k indirimden sonra Eyl\u00fcl ay\u0131nda faiz indirim d\u00f6ng\u00fcs\u00fcne ara vermi\u015fti. Merkez bankas\u0131, Eyl\u00fcl \u00e7eyre\u011finde enflasyonun “y\u00fckseldi\u011fini”, k\u0131rp\u0131lm\u0131\u015f ortalama enflasyonun \u00e7eyrek d\u00f6nemde y\u00fczde 1,0 ve y\u0131ll\u0131k bazda y\u00fczde 3,0 artarak A\u011fustos ay\u0131ndaki beklentilerden daha y\u00fcksek ger\u00e7ekle\u015fti\u011fini belirtti. Man\u015fet enflasyon da \u00e7e\u015fitli eyaletlerdeki elektrik indirimlerinin sona ermesiyle birlikte y\u00fczde 3,2\u2019ye y\u00fckseldi. Bu verinin ve karar\u0131n ard\u0131ndan piyasalarda sat\u0131\u015f bask\u0131s\u0131 artt\u0131. Tatil kaynakl\u0131 bir g\u00fcn gecikmeli gelen Japonya imalat PMI beklentilerin alt\u0131nda kalarak 50 e\u015fik de\u011ferin alt\u0131nda seyrini s\u00fcrd\u00fcrmeye devam ediyor. Yeni ba\u015fbakan\u0131n alaca\u011f\u0131 aksiyonlar Japonya ekonomisi i\u00e7in daha \u00f6nemli hale gelmeye devam ediyor.<\/p>\n
Avrupa\u2019da karma\u015f\u0131k piyasa seyrini 14.haftaya haz\u0131rl\u0131yor. D\u00fcn gelen \u0130malat PMI veri setinde \u0130spanya, \u0130svi\u00e7re, \u0130talya, Fransa ve \u0130ngiltere beklenti \u00fczeri sonu\u00e7lar elde etti. Yeni g\u00fcnde Avrupa piyasalar\u0131 Almanya \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131c\u0131l\u0131 seyrediyor.<\/p>\n
Emtialar \u00f6zelinde normalizasyon s\u00fcr\u00fcyor. Ons Alt\u0131n 4000, G\u00fcm\u00fc\u015f 47,9 ve Brent Petrol 64,7 dolardan sat\u0131c\u0131l\u0131 i\u015flem g\u00f6r\u00fcyor. K\u00fcresel demir cevheri fiyatlar\u0131, \u00c7in\u2019deki zay\u0131f talep ve sanayi faaliyetlerindeki yava\u015flama nedeniyle d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcr\u00fcyor. Ekim ay\u0131nda \u00c7in\u2019in fabrika aktivitesinin yava\u015flamas\u0131 ve \u00e7elik \u00fcretimindeki d\u00fc\u015f\u00fc\u015f, piyasalarda belirgin bir bask\u0131 olu\u015fturdu.<\/p>\n
Ekonomik takvim canl\u0131 seyrediyor. \u0130\u00e7 tarafta enflasyona dair verileri almay\u0131 s\u00fcrd\u00fcrece\u011fiz. 14:30\u2019da Reel Efektif D\u00f6viz Kuru, 16\u2019da Mevsimsellikten Ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE (y\u00fczde 2 band\u0131na yak\u0131nsamas\u0131 beklenebilir) ve 18\u2019de Ayl\u0131k Fiyat Geli\u015fmeleri Raporu takip edilecek. \u0130\u00e7eriklerini \u00f6nemsiyoruz.<\/p>\n
K\u00fcresel tarafta tek odak edinilen veri 1 ay gecikmeli gelen ABD Eyl\u00fcl ay\u0131 JOLTS verisi 18\u2019de yay\u0131nlanacak. \u0130\u00e7eriklerini \u00f6nemsiyoruz.<\/p>\n
Seans sonras\u0131 AEFES, CCOLA, SAHOL, TTKOM, KLKIM ve GWIND 3.\u00e7eyrek finansallar\u0131n\u0131 takip ediyor olaca\u011f\u0131z.<\/p>\n
IMF Ba\u015fkan\u0131 Georgieva bug\u00fcn konu\u015fma ger\u00e7ekle\u015ftirecek.<\/p>\n
10:45\u2019te MHP Genel Ba\u015fkan\u0131 Bah\u00e7eli, grup toplant\u0131s\u0131nda konu\u015facak. A\u00e7\u0131klamalar\u0131n \u015fekline g\u00f6re piyasada etki g\u00f6rebiliriz.”<\/p>\n
<\/strong> \u0130stanbul, 4 Kas\u0131m (Hibya)- Marba\u015f Menkul De\u011ferler, Asya-Pasifik\u2019te sat\u0131\u015f bask\u0131s\u0131n\u0131n etkin g\u00f6r\u00fcn\u00fcyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":4967,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-4966","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\/4966","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=4966"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4966\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/4967"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=4966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=4966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=4966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"