Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta ABD-\u0130ran tansiyonuyla beraber endeksin genelinde olu\u015fan sat\u0131\u015f bask\u0131s\u0131n\u0131n g\u00fcn boyu s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlerken 14.000 b\u00f6lgesinin alt\u0131nda kapan\u0131\u015f\u0131n ger\u00e7ekle\u015fti\u011fini izledik.” ifadelerine yer verildi. Raporda \u015funlar kaydedildi:<\/p>\n
“Yeni g\u00fcnde ise d\u00fcn Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik s\u00f6ylemlerini t\u00f6rp\u00fclemesinin ard\u0131ndan yeniden 14.000 b\u00f6lgesinin \u00fczerinde fiyatlama aray\u0131\u015f\u0131 i\u00e7erisinde olaca\u011f\u0131m\u0131z\u0131 d\u00fc\u015f\u00fcnmekteyiz. Jeopolitik tansiyon risk i\u015ftah\u0131n\u0131 k\u0131sa vadeli bast\u0131rsa da orta uzun vade i\u00e7in pozitif g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc korumaktay\u0131z. K\u0131sa vade i\u00e7in ise 14.000 alt\u0131ndaki fiyatlamalarda bask\u0131n\u0131n artaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnsek de \u00e7\u00f6k\u00fc\u015f senaryosundan ziyade d\u00fc\u015f\u00fc\u015flerin kar sat\u0131\u015f\u0131 niteli\u011finde olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
ABD piyasalar\u0131nda ise \u0130ran tansiyonunu g\u00fcn boyu artmas\u0131n\u0131n ard\u0131ndan Trump\u2019\u0131n tansiyon d\u00fc\u015f\u00fcr\u00fcc\u00fc nitelikte a\u00e7\u0131klamalar\u0131yla beraber yatay bir seyir hakim olsa da \u0130ran\u2019a y\u00f6nelik ABD filolar\u0131n\u0131n konu\u015flanmas\u0131n\u0131n riski canl\u0131 tuttu\u011funu belirtmek isteriz. Jeopolitik geli\u015fmeleri d\u0131\u015far\u0131da tuttu\u011fumuzda ise NVIDIA\u2019n\u0131n ge\u00e7ti\u011fimiz y\u0131l OpenAI\u2019ye yapaca\u011f\u0131 100 milyar USD yat\u0131r\u0131m\u0131 rafa kald\u0131rmas\u0131n\u0131n ard\u0131ndan g\u00fcncel haberler do\u011frultusunda 30 milyar USD yat\u0131r\u0131m planlamas\u0131n\u0131n teknoloji hisselerinde pozitif fiyatlamalara yol a\u00e7t\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Makro verilerde ise PCE ve b\u00fcy\u00fcme verilerini takip ederken, son zamanlarda hem makro hem jeopolitik ak\u0131\u015fla beraber soru i\u015faretleri olu\u015fan faiz indirim beklentilerine sinyal olu\u015fturaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. \u00d6zetle ABD piyasalar\u0131nda toparlanma \u00e7abas\u0131 olsa da kar\u0131\u015f\u0131k seyrin daha bask\u0131n oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te g\u00fcndem bug\u00fcn jeopolitik geli\u015fmeler ile makroekonomik verilerin birlikte \u015fekillendirdi\u011fi temkinli bir g\u00f6r\u00fcn\u00fcm sunuyor. Kuzey Kore lideri Kim Jong Un\u2019un parti kongresinde verdi\u011fi ekonomik ba\u015far\u0131 mesajlar\u0131 b\u00f6lgesel risk alg\u0131s\u0131n\u0131 s\u0131n\u0131rl\u0131 \u00f6l\u00e7\u00fcde yukar\u0131 \u00e7ekerken, Asya\u2019da iklim teknolojisi yat\u0131r\u0131mlar\u0131n\u0131n k\u00fcresel finansman ko\u015fullar\u0131ndaki zay\u0131flama nedeniyle ivme kaybetmesi uzun vadeli b\u00fcy\u00fcme kompozisyonu a\u00e7\u0131s\u0131ndan soru i\u015faretleri yarat\u0131yor. Kanada Ba\u015fbakan\u0131 Mark Carney\u2019nin \u00c7in ziyareti ticaret ve yat\u0131r\u0131m ili\u015fkilerinin yeniden dengelenebilece\u011fine i\u015faret ederken, bu temas\u0131n tedarik zincirleri a\u00e7\u0131s\u0131ndan destekleyici olabilece\u011fi de\u011ferlendiriliyor. Piyasalarda dalgal\u0131 seyir \u00f6ne \u00e7\u0131karken, Japonya\u2019da enflasyonun Mart 2022\u2019den bu yana ilk kez BoJ'un y\u00fczde 2 hedefinin alt\u0131na gerilemesi ve Ocak ay\u0131 \u00e7ekirdek T\u00dcFE\u2019nin y\u0131ll\u0131k y\u00fczde 2,0\u2019a yava\u015flamas\u0131 para politikas\u0131 beklentilerini yeniden \u015fekillendiriyor; buna kar\u015f\u0131n S&P Global \u00f6nc\u00fc PMI verilerinin hizmet, imalat ve bile\u015fik endekslerde 53,8\u201352,8 aral\u0131\u011f\u0131nda g\u00fc\u00e7l\u00fc seyretmesi ekonomik aktivitede geni\u015flemenin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
Avrupa taraf\u0131nda ekonomik ve jeopolitik ba\u015fl\u0131klar birlikte fiyatlan\u0131yor. Deutsche Bundesbank, Alman ekonomisinde b\u00fcy\u00fcmenin zay\u0131f ivmeyle s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtirken, bu g\u00f6r\u00fcn\u00fcm Euro B\u00f6lgesi genelinde toparlanman\u0131n k\u0131r\u0131lgan kald\u0131\u011f\u0131na i\u015faret ediyor. Avrupa borsalar\u0131 ise bilan\u00e7o bask\u0131s\u0131 ve artan jeopolitik gerilimlerin etkisiyle g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle kapat\u0131rken, risk i\u015ftah\u0131n\u0131n s\u0131n\u0131rl\u0131 seyretti\u011fi g\u00f6r\u00fcl\u00fcyor. AB, ABD-\u0130ran hatt\u0131nda olas\u0131 bir askeri t\u0131rmanman\u0131n b\u00f6lgesel istikrar a\u00e7\u0131s\u0131ndan a\u011f\u0131r sonu\u00e7lar do\u011furabilece\u011fi uyar\u0131s\u0131nda bulunarak diplomatik tonu \u00f6ne \u00e7\u0131kar\u0131rken, Ukrayna ile \u00fcyelik m\u00fczakerelerinin en k\u0131sa s\u00fcrede ba\u015flat\u0131lmas\u0131n\u0131 istemesi geni\u015fleme politikas\u0131nda stratejik bir mesaj olarak de\u011ferlendiriliyor. Birlik ayr\u0131ca Rusya, Belarus ve Ukrayna\u2019ya kom\u015fu do\u011fu s\u0131n\u0131r b\u00f6lgelerine y\u00f6nelik destek paketiyle g\u00fcvenlik-ekonomi dengesini g\u00fc\u00e7lendirmeyi hedeflerken, \u201cMade in Europe\u201d yakla\u015f\u0131m\u0131n\u0131n tedarik zincirleri ve ticaret ortaklar\u0131yla gerilim yaratabilece\u011fine y\u00f6nelik endi\u015feler de Avrupa\u2019n\u0131n d\u0131\u015f ticaret politikalar\u0131nda korumac\u0131l\u0131k tart\u0131\u015fmalar\u0131n\u0131 yeniden g\u00fcndeme ta\u015f\u0131yor.<\/p>\n
Emtialar \u00fczerinde jeopolitik tansiyonun yans\u0131malar\u0131yla beraber hem Alt\u0131n hem de Brent nezdinde pozitif seyrin hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta Tar\u0131msal Girdi Fiyat Endeksi ve \u0130\u015fg\u00fcc\u00fc Girdi Endekslerini takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019den gelecek b\u00fcy\u00fcme verisi ve \u00e7ekirdek ki\u015fisel t\u00fcketim giderleri (PCE) verisini takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 20 \u015eubat (Hibya)- Marba\u015f Menkul De\u011ferler, Avrupa taraf\u0131nda ekonomik ve jeopolitik ba\u015fl\u0131klar\u0131n birlikte fiyatlan\u0131yor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":50125,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-50124","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\/50124","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=50124"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/50124\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/50125"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=50124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=50124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=50124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"