A1 Capital'in de\u011ferlendirmesinde, Asya borsalar\u0131n\u0131n, Wall Street'te yapay zekaya ba\u011fl\u0131 yeni bir sat\u0131\u015f dalgas\u0131n\u0131n \u2013 ki bu Yapay zekan\u0131n yaz\u0131l\u0131m ve di\u011fer sekt\u00f6rler \u00fczerindeki yer de\u011fi\u015ftirme etkilerine ili\u015fkin oldu\u011fu ve Citrini Research'ten d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc analizi, k\u00fcresel ekonomiye y\u00f6nelik olas\u0131 risklere ili\u015fkin endi\u015feler, zaten tedirgin olan yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131 daha da olumsuz etkiledi – yat\u0131r\u0131mc\u0131lar\u0131 tedirgin etmesiyle sendeledi\u011fi aktar\u0131ld\u0131. ABD Ba\u015fkan\u0131 Trump'\u0131n g\u00fcmr\u00fck tarifesi politikas\u0131na ili\u015fkin artan belirsizlik ve ABD-\u0130ran geriliminin y\u00fckselmesi piyasa duyarl\u0131l\u0131\u011f\u0131n\u0131 olumsuz etkiledikten sonra toparlanma \u00e7abas\u0131nda oldu\u011fu belirtildi. De\u011ferlendirmede ayr\u0131ca \u015funlar kaydedildi:<\/p>\n
“MSCI'\u0131n Japonya d\u0131\u015f\u0131ndaki en geni\u015f Asya-Pasifik hisse senedi endeksi, Tayvan ve G\u00fcney Kore'deki endekslerin rekor seviyelerine ula\u015fmas\u0131yla y\u00fczde 0,4 oran\u0131nda de\u011fer kazand\u0131. Tokyo'nun Nikkei 225 y\u00fczde 0,8 ve \u00c7in'in CSI 300 endeksi piyasalar\u0131n tatil sonras\u0131 toparlanmas\u0131yla y\u00fczde 1,3'l\u00fck bir art\u0131\u015f ya\u015fad\u0131. S&P 500 e-mini vadeli i\u015flemleri ise y\u00fczde 0,3 y\u00fckseldi.<\/p>\n
ABD\u2019nin yeni g\u00fcmr\u00fck vergileri, 1974 Ticaret Yasas\u0131'n\u0131n 122. maddesine dayan\u0131yor ve bu durum, ABD'nin korumac\u0131l\u0131k politikalar\u0131yla ba\u015fa \u00e7\u0131kmaya \u00e7al\u0131\u015fan piyasalarda daha fazla kafa kar\u0131\u015f\u0131kl\u0131\u011f\u0131na yol a\u00e7\u0131yor. Trump, d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Y\u00fcksek Mahkeme'nin acil durum g\u00fcmr\u00fck vergilerini iptal etmesinin ard\u0131ndan \u00fclkeleri ABD ile yak\u0131n zamanda m\u00fczakere edilen ticaret anla\u015fmalar\u0131ndan geri ad\u0131m atmamalar\u0131 konusunda uyard\u0131 ve aksi takdirde farkl\u0131 ticaret yasalar\u0131 uyar\u0131nca \u00e7ok daha y\u00fcksek vergiler uygulayaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
ABD'nin g\u00fcmr\u00fck tarifelerini s\u0131f\u0131rlamas\u0131n\u0131n Asya'y\u0131 da olumlu etkilemesi bekleniyor; zira IEEPA'n\u0131n kald\u0131r\u0131lmas\u0131, Hindistan, \u00c7in ve Vietnam gibi \u00f6nemli ihracat\u00e7\u0131 \u00fclkeler i\u00e7in etkili g\u00fcmr\u00fck tarifelerini d\u00fc\u015f\u00fcr\u00fcyor. Japonya ve G\u00fcney Kore sadece g\u00fcmr\u00fck tarifelerinden fazla kazan\u00e7 sa\u011flamasa da, ABD ile stratejik ticaret ve yat\u0131r\u0131m anla\u015fmalar\u0131n\u0131n planland\u0131\u011f\u0131 gibi devam etmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Zaten Japonya Ticaret Bakan\u0131 Akazawa, yeni ABD g\u00fcmr\u00fck tarifesi rejimi kapsam\u0131nda \u00fclkesine, ge\u00e7en y\u0131l iki taraf aras\u0131nda var\u0131lan anla\u015fmadaki kadar elveri\u015fli bir muamele yap\u0131lmas\u0131n\u0131 talep ederken, Tayvan h\u00fck\u00fcmeti, daha \u00f6nce \u00fczerinde anla\u015f\u0131lan avantajl\u0131 \u015fartlar\u0131n de\u011fi\u015fmemesi i\u00e7in ABD'den g\u00fcvence isteyece\u011fini a\u00e7\u0131klad\u0131. VIX yani Wall Street'in “korku g\u00f6stergesi” olarak da bilinen endeks, 1,9 puan artarak 21,01'e y\u00fckseldi.<\/p>\n
\u00d6te yandan, FED Ba\u015fkan\u0131 Waller, yakla\u015fan \u015eubat ay\u0131 istihdam verilerinin, 2025'teki zay\u0131f performans\u0131n ard\u0131ndan i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n “daha sa\u011flam bir zemine oturdu\u011funu” g\u00f6stermesi durumunda, Mart ay\u0131 toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 sabit tutmaya a\u00e7\u0131k oldu\u011funu s\u00f6ylerken, ABD para politikas\u0131 cephesinde, CME Group'un FedWatch arac\u0131na g\u00f6re, Fed fonlar\u0131 vadeli i\u015flemleri, 18 Mart'taki iki g\u00fcnl\u00fck toplant\u0131da faiz oranlar\u0131n\u0131n sabit kalma olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 95,5 olarak fiyatl\u0131yor; bu oran bir \u00f6nceki g\u00fcne g\u00f6re \u00e7ok az de\u011fi\u015fti. Yat\u0131r\u0131mc\u0131lar, Y\u00fcksek Mahkeme'nin ABD vergi gelirleriyle ilgili karar\u0131n\u0131n sonu\u00e7lar\u0131n\u0131 de\u011ferlendirirken, ABD 10 y\u0131ll\u0131k Hazine tahvilinin getirisi son olarak 1,9 baz puan artarak y\u00fczde 4,04'e y\u00fckseldi.<\/p>\n
Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Lagarde, Washington'da d\u00fczenlenen bir konferansta yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Euro B\u00f6lgesi enflasyonunun ve Avrupa Merkez Bankas\u0131'n\u0131n faiz politikas\u0131n\u0131n “iyi bir durumda” oldu\u011funu belirterek, politika de\u011fi\u015fikli\u011finin d\u00fc\u015f\u00fcn\u00fclmedi\u011fine i\u015faret eden uzun s\u00fcredir devam eden g\u00f6r\u00fc\u015f\u00fcn\u00fc yineledi.<\/p>\n
Alt\u0131n fiyatlar\u0131, yat\u0131r\u0131mc\u0131lar\u0131n bir \u00f6nceki seansta y\u00fczde 2'den fazla y\u00fckselmesinin ard\u0131ndan kar realizasyonu yapmas\u0131yla d\u00fc\u015ft\u00fc; ayr\u0131ca dolar\u0131n g\u00fc\u00e7lenmesinin bask\u0131s\u0131 da sar\u0131 metal \u00fczerinde etkili oldu. D\u00f6rt seansl\u0131k y\u00fckseli\u015f serisini sonland\u0131ran alt\u0131n, g\u00fcn\u00fcn erken saatlerinde ula\u015ft\u0131\u011f\u0131 \u00fc\u00e7 haftadan uzun s\u00fcrenin en y\u00fcksek seviyesinden ons ba\u015f\u0131na 5.170 dolara gerileyerek y\u00fczde 1,2 oran\u0131nda d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Nisan teslimatl\u0131 ABD alt\u0131n vadeli i\u015flemleri y\u00fczde 0,3 d\u00fc\u015f\u00fc\u015fle 5.210 dolardan i\u015flem g\u00f6rd\u00fc. Burada biraz sindirme s\u00fcreci var ve Wall Street'te g\u00f6rd\u00fc\u011f\u00fcm\u00fcz pani\u011fin Asya piyasas\u0131na yans\u0131mad\u0131\u011f\u0131n\u0131 g\u00f6rmek dikkat \u00e7ekici bu da bize alt\u0131n fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn daha g\u00fc\u00e7l\u00fc bir dolar ve yat\u0131r\u0131mc\u0131lar\u0131n kar realizasyonundan kaynakland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcrmekte. Spot g\u00fcm\u00fc\u015f, d\u00fcn iki haftadan uzun s\u00fcrenin en y\u00fcksek seviyesine ula\u015ft\u0131ktan sonra y\u00fczde 1 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 87,38 dolara, Platinin spot fiyat\u0131 y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 2.139 dolara gerilerken, paladyum ise y\u00fczde 0,3 art\u0131\u015fla 1.748 dolara y\u00fckseldi.<\/p>\n
Emtia piyasalar\u0131nda, ABD ve \u0130ran aras\u0131ndaki gerilimlerin devam etmesiyle Brent petrol\u00fc y\u00fczde 0,8 art\u0131\u015fla 72,06 dolara y\u00fckseldi. D\u00fcn, D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131'ndan \u00fcst d\u00fczey bir yetkili, askeri \u00e7at\u0131\u015fma riskine ili\u015fkin artan endi\u015feler nedeniyle, ABD'nin L\u00fcbnan'daki b\u00fcy\u00fckel\u00e7ili\u011finden gerekli olmayan h\u00fck\u00fcmet personelini ve uygun aile \u00fcyelerini geri \u00e7ekti\u011fini s\u00f6yledi.<\/p>\n
\u00c7in, g\u00f6sterge niteli\u011findeki kredi faiz oranlar\u0131n\u0131 \u015eubat ay\u0131nda \u00fcst \u00fcste dokuzuncu ayda da de\u011fi\u015ftirmeden b\u0131rakt\u0131. Pekin, para biriminin g\u00fcnl\u00fck kurunu neredeyse \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kar\u0131rken, Bir y\u0131ll\u0131k kredi faiz oran\u0131 (LPR) y\u00fczde 3,0'da ve be\u015f y\u0131ll\u0131k LPR y\u00fczde 3,5'te sabit tuttu. \u00c7in'deki yeni ve mevcut kredilerin \u00e7o\u011fu bir y\u0131ll\u0131k LPR'ye (Kredi Faiz Oran\u0131) dayan\u0131rken, be\u015f y\u0131ll\u0131k oran ipoteklerin fiyatland\u0131r\u0131lmas\u0131n\u0131 etkiliyor. \u00c7in yuan\u0131 offshore piyasalarda dolara kar\u015f\u0131 y\u00fczde 0,1 art\u0131\u015fla 6,8938 seviyesine y\u00fckseldi.”<\/p>\n
<\/strong> \u0130stanbul, 24 \u015eubat (Hibya) – A1 Capital, alt\u0131n fiyatlar\u0131n\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n bir \u00f6nceki seansta y\u00fczde 2’den fazla y\u00fckselmesinin ard\u0131ndan kar realizasyonu yapmas\u0131yla d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":51805,"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-51804","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\/51804","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=51804"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51804\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51805"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51804"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51804"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"