Gedik Yat\u0131r\u0131m'\u0131n raporunda, ABD\u2019de ticaret politikalar\u0131na ili\u015fkin belirsizliklerin yeniden artmas\u0131n\u0131n k\u00fcresel risk i\u015ftah\u0131n\u0131 bask\u0131larken, dolar ve ABD endeks vadeli i\u015flemlerin haftaya zay\u0131f ba\u015flad\u0131\u011f\u0131 vurguland\u0131. Ba\u015fkan Donald Trump\u2019\u0131n, Y\u00fcksek Mahkeme\u2019nin tarifeleri iptal karar\u0131n\u0131n hemen ard\u0131ndan yeni y\u00fczde 10\u2019luk (ard\u0131ndan y\u00fczde 15\u2019e \u00e7\u0131kar\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131) k\u00fcresel vergi ad\u0131m\u0131n\u0131n piyasada oynakl\u0131k beklentisini art\u0131rd\u0131\u011f\u0131; S&P 500 ve Nasdaq 100 vadelerinin gerilerken dolar endeksi d\u00fc\u015f\u00fc\u015fe ge\u00e7ti\u011fi, g\u00fcvenli liman olarak yen ve \u0130svi\u00e7re frang\u0131 g\u00fc\u00e7 kazand\u0131\u011f\u0131 belirtilirken \u015fu bilgilere yer verildi:<\/p>\n
“Bitcoin sert \u015fekilde geri \u00e7ekilirken alt\u0131n ve g\u00fcm\u00fc\u015f y\u00fckseldi; yat\u0131r\u0131mc\u0131lar ABD varl\u0131klar\u0131 i\u00e7in daha y\u00fcksek risk primi fiyatlamaya ba\u015flad\u0131.<\/p>\n
Asya piyasalar\u0131nda ise tablo g\u00f6rece daha pozitifti. \u00d6zellikle teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde Asya endeksleri y\u00fckselirken, Hong Kong\u2019da i\u015flem g\u00f6ren \u00c7in hisseleri tatil nedeniyle kapal\u0131 olan anakara piyasalar\u0131na k\u0131yasla g\u00fc\u00e7l\u00fc performans g\u00f6sterdi. Morgan Stanley ekonomistlerine g\u00f6re Asya\u2019ya uygulanan a\u011f\u0131rl\u0131kl\u0131 ortalama g\u00fcmr\u00fck vergisinin y\u00fczde 20\u2019den y\u00fczde 17\u2019ye gerilemesi b\u00f6lge i\u00e7in g\u00f6rece rahatlat\u0131c\u0131 bir unsur olarak g\u00f6r\u00fcl\u00fcyor; MSCI Asya Pasifik Endeksi y\u0131l ba\u015f\u0131ndan bu yana S&P 500\u2019e k\u0131yasla \u00e7ift haneli puan fark\u0131yla daha iyi performans sergiliyor.<\/p>\n
ABD taraf\u0131nda tahvil piyasas\u0131 da dalgal\u0131 bir seyir izliyor. 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,08 civar\u0131nda seyrederken, b\u00fcy\u00fcme ve enflasyon verilerinin yan\u0131 s\u0131ra b\u00fct\u00e7e dengesi \u00fczerindeki olas\u0131 etkiler izleniyor. Piyasalar bir yandan Fed\u2019in para politikas\u0131na y\u00f6nelik mesajlar\u0131, di\u011fer yandan Trump y\u00f6netiminin ticaret stratejisinin yeni yol haritas\u0131n\u0131 fiyatlamaya \u00e7al\u0131\u015f\u0131yor. Avrupa ve Hindistan cephesinde ticaret anla\u015fmalar\u0131na ili\u015fkin temkinli a\u00e7\u0131klamalar gelirken, ABD\u2019li yetkililer mevcut ikili anla\u015fmalar\u0131n ge\u00e7erlili\u011fini korudu\u011funu vurguluyor.<\/p>\n
Genel g\u00f6r\u00fcn\u00fcmde, k\u00fcresel ticaret belirsizli\u011finin yeniden g\u00fcndeme gelmesi ABD varl\u0131klar\u0131 \u00fczerinde bask\u0131 olu\u015ftururken, Asya ve geli\u015fmekte olan piyasalar g\u00f6rece daha diren\u00e7li bir performans sergiliyor. \u00d6n\u00fcm\u00fczdeki s\u00fcre\u00e7te tarifelere ili\u015fkin netlik sa\u011flan\u0131p sa\u011flanamayaca\u011f\u0131, Fed\u2019in faiz patikas\u0131 ve ABD\u2013\u00c7in hatt\u0131ndaki diplomatik temaslar piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olacak.<\/p>\n
Avrupa borsalar\u0131 haftaya zay\u0131f ba\u015flang\u0131\u00e7 sinyali verirken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n k\u00fcresel tarifeyi y\u00fczde 10\u2019dan y\u00fczde 15\u2019e \u00e7\u0131karma a\u00e7\u0131klamas\u0131 risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131. ABD Y\u00fcksek Mahkemesi\u2019nin kar\u015f\u0131l\u0131kl\u0131 tarifeleri iptal etmesinin ard\u0131ndan gelen bu yeni ad\u0131m, ticaret politikalar\u0131na ili\u015fkin belirsizli\u011fi yeniden art\u0131r\u0131rken, Avrupa Parlamentosu\u2019nun ticaret yetkilisinin ABD ile yap\u0131lan anla\u015fman\u0131n onay s\u00fcrecini ask\u0131ya almay\u0131 \u00f6nerece\u011fini a\u00e7\u0131klamas\u0131 tansiyonu y\u00fckseltti. Buna kar\u015f\u0131n ABD\u2019li yetkililer \u00c7in, Avrupa Birli\u011fi, Japonya ve G\u00fcney Kore ile mevcut ticaret d\u00fczenlemelerinin y\u00fcr\u00fcrl\u00fckte kalaca\u011f\u0131n\u0131 belirtti.<\/p>\n
Makroekonomik veri taraf\u0131nda yat\u0131r\u0131mc\u0131lar Almanya\u2019n\u0131n \u015eubat ay\u0131 Ifo \u0130\u015f Ortam\u0131 Endeksi ile \u0130talya\u2019n\u0131n Ocak ay\u0131 nihai enflasyon verisini takip edecek; \u015firket karlar\u0131 a\u00e7\u0131s\u0131ndan ise g\u00fcn sakin ge\u00e7ecek. Vadeli i\u015flemlerde Euro Stoxx 50 y\u00fczde 0,5, Stoxx 600 ise y\u00fczde 0,4 ekside i\u015flem g\u00f6rerek Avrupa piyasalar\u0131nda temkinli ve k\u0131r\u0131lgan bir a\u00e7\u0131l\u0131\u015fa i\u015faret ediyor. Genel g\u00f6r\u00fcn\u00fcmde ticaret g\u00fcndemindeki belirsizlik, Avrupa varl\u0131klar\u0131nda k\u0131sa vadeli bask\u0131 yarat\u0131rken, yat\u0131r\u0131mc\u0131lar ABD\u2019nin ticaret stratejisine dair daha net sinyaller bekliyor.<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimlerinin takip edildi\u011fi bir haftay\u0131 geride b\u0131rakt\u0131k. Yurt i\u00e7inde mevsimsel etkilerden ar\u0131nd\u0131r\u0131lm\u0131\u015f reel kesim g\u00fcven endeksi \u015fubat ay\u0131nda bir \u00f6nceki aya g\u00f6re 1,1 puan artarak 104,1 seviyesine y\u00fckselirken, imalat sanayi kapasite kullan\u0131m oran\u0131 ise 0,4 puan art\u0131\u015fla y\u00fczde 74,0 seviyesine y\u00fckselmi\u015ftir. ABD ekonomisi ge\u00e7ti\u011fimiz y\u0131l\u0131n son \u00e7eyre\u011finde y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda y\u00fczde 1,4 b\u00fcy\u00fcd\u00fc. Beklenti ise y\u00fczde 2,8 d\u00fczeyindeydi. FED\u2019in favori enflasyon g\u00f6stergesi olan \u00e7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 ise \u015fubat ay\u0131nda ayl\u0131k y\u00fczde 0,4 ve y\u0131ll\u0131k y\u00fczde 3,00 oran\u0131nda art\u0131\u015f kaydederek beklentileri a\u015ft\u0131. Verilerin fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kald\u0131. Bug\u00fcn ABD\u2019de fabrika sipari\u015fleri d\u0131\u015f\u0131nda \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmuyor. Dolar\/TL, bu sabah saat 08:00 itibariyle 43,83 civar\u0131nda haftaya sakin seyirlerde ba\u015fl\u0131yor.”<\/p>\n
<\/strong> \u0130stanbul, 23 \u015eubat (Hibya) – Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n haftaya zay\u0131f ba\u015flang\u0131\u00e7 sinyali verdi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":51279,"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-51278","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\/51278","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=51278"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51278\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51279"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51278"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51278"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51278"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"