Gedik Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re ABD\u2019nin \u0130ran\u2019a n\u00fckleer anla\u015fma i\u00e7in 10\u201315 g\u00fcnl\u00fck s\u00fcre vermesi ve b\u00f6lgeye y\u00f6nelik askeri y\u0131\u011f\u0131nak haberleri petrol fiyatlar\u0131n\u0131 son alt\u0131 ay\u0131n zirvesine ta\u015f\u0131d\u0131. Brent petrol haftal\u0131k bazda y\u00fczde 5\u2019in \u00fczerinde y\u00fckselirken, son seansta s\u0131n\u0131rl\u0131 bir geri \u00e7ekilme g\u00f6r\u00fcld\u00fc.<\/p>\n
Enerji fiyatlar\u0131ndaki art\u0131\u015f\u0131n ilk etapta riskli varl\u0131klar \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 belirtilirken, yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik geli\u015fmelerin piyasalara etkisinin s\u0131n\u0131rl\u0131 kalabilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131ld\u0131. Bu \u00e7er\u00e7evede S&P 500 vadeli i\u015flemleri y\u00fczde 0,2 y\u00fckselirken, alt\u0131n 5.000 dolar\u0131n \u00fczerinde kalmaya devam etti. Dolar endeksi ise Kas\u0131m ay\u0131ndan bu yana en g\u00fc\u00e7l\u00fc haftas\u0131n\u0131 ge\u00e7irdi.<\/p>\n
ABD\u2019de G\u00f6zler B\u00fcy\u00fcme ve Enflasyon Verilerinde<\/p>\n
ABD taraf\u0131nda piyasalar\u0131n oda\u011f\u0131nda 4. \u00e7eyrek GSYH ve PCE enflasyon verileri bulunuyor. B\u00fcy\u00fcmenin y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda yakla\u015f\u0131k y\u00fczde 3 seviyesinde ger\u00e7ekle\u015fmesi beklenirken, mal fiyatlar\u0131ndaki art\u0131\u015f\u0131n PCE verisini yukar\u0131 \u00e7ekebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bu durumun faiz indirimi beklentilerinin \u00f6telenmesine neden olabilece\u011fi ifade ediliyor.<\/p>\n
Tahvil piyasas\u0131nda \u00f6zellikle k\u0131sa vadeli getirilerdeki y\u00fckseli\u015f, yat\u0131r\u0131mc\u0131lar\u0131n enflasyon s\u00fcrprizlerine kar\u015f\u0131 temkinli duru\u015funu yans\u0131t\u0131yor. Piyasalarda, para politikas\u0131nda s\u0131k\u0131 duru\u015fun daha uzun s\u00fcre korunabilece\u011fi y\u00f6n\u00fcndeki beklentilerin g\u00fc\u00e7 kazand\u0131\u011f\u0131 belirtiliyor.<\/p>\n
Avrupa\u2019da PMI Verileri Destek Sa\u011flad\u0131<\/p>\n
Avrupa cephesinde a\u00e7\u0131klanan PMI verileri risk i\u015ftah\u0131n\u0131 destekledi. Euro B\u00f6lgesi\u2019nde \u00f6zel sekt\u00f6r faaliyetleri Kas\u0131m ay\u0131ndan bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131 kaydederken, Almanya imalat sekt\u00f6r\u00fc 2022\u2019den bu yana ilk kez geni\u015fleme b\u00f6lgesine ge\u00e7ti. Bu geli\u015fmelerle Euro Stoxx 50 endeksi y\u00fczde 0,8 y\u00fckselirken, Stoxx Europe 600 y\u00fczde 0,5 prim yapt\u0131.<\/p>\n
Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n g\u00f6rev s\u00fcresini tamamlayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n politika belirsizli\u011fini azaltt\u0131\u011f\u0131 belirtilirken, \u015firket bilan\u00e7olar\u0131 da fiyatlamalarda etkili oldu. Moncler g\u00fc\u00e7l\u00fc gelir art\u0131\u015f\u0131yla y\u00fczde 11 y\u00fckselirken, Danone beklentileri a\u015fmas\u0131na ra\u011fmen s\u0131n\u0131rl\u0131 geriledi. Anglo American ise temett\u00fc d\u00fczenlemesi ve birle\u015fme planlar\u0131 sonras\u0131 de\u011fer kazand\u0131.<\/p>\n
\u015eirket Haberleri<\/p>\n
Opendoor Technologies, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte gelir ve FAV\u00d6K beklentilerini a\u015fmas\u0131n\u0131n ard\u0131ndan hisselerinde g\u00fc\u00e7l\u00fc y\u00fckseli\u015f kaydetti. \u015eirketin sat\u0131n ald\u0131\u011f\u0131 konut say\u0131s\u0131 bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 46 artt\u0131. Ancak ilk \u00e7eyrekte gelirde yakla\u015f\u0131k y\u00fczde 10 d\u00fc\u015f\u00fc\u015f ve 30 milyon dolar civar\u0131nda FAV\u00d6K zarar\u0131 beklentisi k\u0131sa vadeli bask\u0131 unsuru olarak \u00f6ne \u00e7\u0131k\u0131yor. \u015eirket 2026 sonuna kadar pozitif d\u00fczeltilmi\u015f net k\u00e2r hedefliyor.<\/p>\n
Akamai Technologies ise son \u00e7eyrekte beklentileri a\u015fmas\u0131na kar\u015f\u0131n ileriye d\u00f6n\u00fck k\u00e2r beklentisinin zay\u0131f gelmesi nedeniyle sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131. \u0130lk \u00e7eyrek hisse ba\u015f\u0131 k\u00e2r tahmini piyasa beklentisinin alt\u0131nda kal\u0131rken, 2026 y\u0131l\u0131 projeksiyonlar\u0131 da konsens\u00fcs\u00fc kar\u015f\u0131lamad\u0131.<\/p>\n
Emtia ve Endekslerde Teknik G\u00f6r\u00fcn\u00fcm<\/p>\n
Brent petrol 71,5 dolar civar\u0131nda i\u015flem g\u00f6rerek alt\u0131 ay\u0131n zirvesine yak\u0131n seyrini s\u00fcrd\u00fcr\u00fcyor. ABD ham petrol stoklar\u0131n\u0131n 9 milyon varil azalmas\u0131 fiyatlar\u0131 desteklerken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda olas\u0131 arz kesintisi riskinin de yukar\u0131 y\u00f6nl\u00fc bask\u0131 yaratt\u0131\u011f\u0131 belirtiliyor. Teknik olarak 72,65 dolar seviyesi ilk diren\u00e7, 69,95 dolar ise destek konumunda bulunuyor.<\/p>\n
Alt\u0131n fiyatlar\u0131 ABD-\u0130ran gerilimiyle 5.010 dolara kadar y\u00fckselse de Fed\u2019in temkinli duru\u015fu nedeniyle kazan\u00e7lar\u0131n\u0131 s\u0131n\u0131rlad\u0131. 5.050 dolar seviyesi k\u0131sa vadede ana diren\u00e7 olarak izlenirken, 4.800\u20134.650 band\u0131 g\u00fc\u00e7l\u00fc destek b\u00f6lgesi olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
S&P 500 vadeli i\u015flemleri ise 6.900 puan civar\u0131nda yatay seyrediyor. 7.050\u20137.100 band\u0131 g\u00fc\u00e7l\u00fc diren\u00e7, 6.650\u20136.550 aral\u0131\u011f\u0131 ise \u00f6nemli destek b\u00f6lgesi olarak takip ediliyor. Endeksin hareketli ortalamalar\u0131n \u00fczerinde kalmaya devam etmesi ana trendin yukar\u0131 y\u00f6nl\u00fc oldu\u011funa i\u015faret ederken, momentum g\u00f6stergelerinde zay\u0131flama sinyalleri dikkat \u00e7ekiyor.<\/p>\n
\u00a0<\/p>\n
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<\/strong> Gedik Yat\u0131r\u0131m\u2019\u0131n \u201cPiyasalarda Bug\u00fcn\u201d b\u00fcltenine g\u00f6re, k\u00fcresel piyasalar Orta Do\u011fu\u2019daki artan jeopolitik tansiyona ra\u011fmen haftan\u0131n son i\u015flem g\u00fcn\u00fcnde temkinli bir iyimserlik sergiliyor. <\/p>\n","protected":false},"author":1,"featured_media":50411,"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-50410","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\/50410","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=50410"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/50410\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/50411"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=50410"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=50410"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=50410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"