Gedik Yat\u0131r\u0131m'\u0131n raporunda, k\u00fcresel piyasalarda haftaya temkinli ve dalgal\u0131 bir ba\u015flang\u0131\u00e7 yap\u0131l\u0131rken, ana g\u00fcndem maddesinin ABD\u2019nin ticaret politikas\u0131na ili\u015fkin artan belirsizlik oldu\u011fu hat\u0131rlat\u0131ld\u0131. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, ABD Y\u00fcksek Mahkemesi\u2019nin \u201ckar\u015f\u0131l\u0131kl\u0131 tarifeleri\u201d iptal etmesinin ard\u0131ndan k\u00fcresel tarifeleri y\u00fczde 10\u2019dan y\u00fczde 15\u2019e \u00e7\u0131karma plan\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n ABD varl\u0131klar\u0131na y\u00f6nelik risk alg\u0131s\u0131n\u0131 yeniden yukar\u0131 \u00e7ekti\u011fine dikkat \u00e7ekilirken raproda ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“S&P 500 ve Nasdaq 100 vadeli endeksleri gerilerken dolar da zay\u0131flad\u0131; bu durum, piyasalar\u0131n yeni d\u00f6nemde daha y\u00fcksek risk primi fiyatlamaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Artan ticaret belirsizli\u011fi, zaten yapay zeka sekt\u00f6r\u00fcndeki de\u011ferlemeler ve Orta Do\u011fu\u2019daki jeopolitik gerilimler nedeniyle hassas olan piyasalara ek bask\u0131 yaratt\u0131. \u0130ran ile n\u00fckleer g\u00f6r\u00fc\u015fmelerin t\u0131kanm\u0131\u015f olmas\u0131 ve olas\u0131 askeri senaryolar\u0131n g\u00fcndeme gelmesi enerji fiyatlar\u0131 ve g\u00fcvenli liman varl\u0131klar \u00fczerinde etkili olurken, alt\u0131n y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc. Bitcoin\u2019de ise volatilite artarken fiyat 65.000 dolar seviyesinin alt\u0131n\u0131 test etti.<\/p>\n
ABD hisse senetlerinin y\u0131l ba\u015f\u0131ndan bu yana k\u00fcresel emsallerinin gerisinde kalmas\u0131 dikkat \u00e7ekerken, politika kaynakl\u0131 s\u00fcrpriz kararlar\u0131n yat\u0131r\u0131mc\u0131lar\u0131 alternatif piyasalara y\u00f6nlendirdi\u011fi g\u00f6r\u00fcl\u00fcyor. Avrupa taraf\u0131nda Stoxx 50 ve Stoxx 600 endeksleri s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f kaydederken, Avrupa Birli\u011fi cephesinden ABD ile ticaret anla\u015fmas\u0131n\u0131n onay s\u00fcrecinin ask\u0131ya al\u0131nabilece\u011fine y\u00f6nelik sinyaller geldi. Buna kar\u015f\u0131n ABD\u2019li yetkililer mevcut ticaret anla\u015fmalar\u0131n\u0131n y\u00fcr\u00fcrl\u00fckte kalaca\u011f\u0131n\u0131 belirterek hasar\u0131 s\u0131n\u0131rlamaya \u00e7al\u0131\u015f\u0131yor.<\/p>\n
Tahvil piyasas\u0131nda ABD 10 y\u0131ll\u0131k getirisi y\u00fczde 4,08 civar\u0131nda yatay seyrederken, yat\u0131r\u0131mc\u0131lar hem ticaret politikas\u0131n\u0131n b\u00fcy\u00fcme \u00fczerindeki etkisini hem de ABD Merkez Bankas\u0131\u2019n\u0131n olas\u0131 para politikas\u0131 duru\u015funu yeniden de\u011ferlendirmeye ba\u015flad\u0131. Bu hafta Trump\u2019\u0131n Birli\u011fin Durumu konu\u015fmas\u0131 ve Nvidia bilan\u00e7osu gibi kritik geli\u015fmeler, \u00f6zellikle teknoloji hisseleri ve S&P 500 endeksi i\u00e7in y\u00f6n belirleyici olabilir. Genel g\u00f6r\u00fcn\u00fcmde, ticaret politikas\u0131na dair netlik sa\u011flanana kadar ABD piyasalar\u0131nda volatilitenin y\u00fcksek ve fiyatlamalar\u0131n haber ak\u0131\u015f\u0131na duyarl\u0131 kalmas\u0131 bekleniyor.”<\/p>\n
Raporda \u015firketlere ili\u015fkin \u015fu bilgiler kaydedildi:<\/p>\n
“Novo Nordisk (NVO) hisseleri, deneysel obezite ilac\u0131 CagriSema\u2019n\u0131n, Eli Lilly\u2019nin (LLY) tirzepatid ilac\u0131na kar\u015f\u0131 yap\u0131lan do\u011frudan kar\u015f\u0131la\u015ft\u0131rmal\u0131 \u00e7al\u0131\u015fmada \u00f6nemli bir hedefi kar\u015f\u0131layamamas\u0131 sonras\u0131 y\u00fczde 10 geriledi. Bu geli\u015fme, kilo verme pazar\u0131nda artan rekabet bask\u0131s\u0131n\u0131 art\u0131r\u0131rken, Wegovy ve Ozempic\u2019in ba\u015far\u0131s\u0131na ra\u011fmen Novo Nordisk\u2019in 2025\u2019te zaten ciddi de\u011fer kaybetmi\u015f olan hisseleri \u00fczerindeki bask\u0131y\u0131 g\u00fc\u00e7lendirdi. (Olumsuz)<\/p>\n
Vanda Pharmaceuticals (VNDA) hisseleri, ABD G\u0131da ve \u0130la\u00e7 Dairesi\u2019nin (FDA) Bysanti adl\u0131 yeni ilac\u0131 bipolar I bozukluk ve \u015fizofreni tedavisi i\u00e7in onaylamas\u0131n\u0131n ard\u0131ndan g\u00fc\u00e7l\u00fc y\u00fckseldi. Bysanti, \u015firketin mevcut ilac\u0131 Fanapt\u2019in v\u00fccutta olu\u015fan ve benzer etki g\u00f6steren bir t\u00fcrevi olup, yap\u0131lan testlerde benzer \u015fekilde \u00e7al\u0131\u015ft\u0131\u011f\u0131 do\u011fruland\u0131. \u015eirket ayr\u0131ca bu ilac\u0131, maj\u00f6r depresyon tedavisinde mevcut ila\u00e7lara ek olarak kullan\u0131lmak \u00fczere ileri a\u015fama klinik \u00e7al\u0131\u015fmalarda denemeye devam ediyor. (Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 23 \u015eubat (Hibya) – Gedk Yat\u0131r\u0131m, S&P 500 ve Nasdaq 100 vadeli endekslerinin gerilerken dolar\u0131n da zay\u0131flad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":51477,"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-51476","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\/51476","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=51476"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51476\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51477"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51476"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51476"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51476"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"