Marba\u015f Menkul De\u011ferler taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltende; yurt i\u00e7i makro veriler, k\u00fcresel teknoloji hisselerindeki sat\u0131\u015f dalgas\u0131 ve Avrupa\u2019daki siyasi geli\u015fmeler analiz edildi. Raporda \u015fu bilgiler verildi:<\/p>\n
\u201c\u0130\u00e7 tarafta ise d\u00fcne sat\u0131c\u0131l\u0131 seyirle ba\u015flasak da havac\u0131l\u0131k \u015firketleri ve bankac\u0131l\u0131k endeksinin \u00f6nderli\u011finde g\u00fcn\u00fc art\u0131 kapatt\u0131\u011f\u0131m\u0131z\u0131 izlerken, g\u00fcn i\u00e7i volatilitenin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz. D\u00fcn a\u00e7\u0131klanan makro verilere bakt\u0131\u011f\u0131m\u0131zda ekonomik g\u00fcven endeksi \u015fubatta ayl\u0131k y\u00fczde 1,4 y\u00fckselerek 100,7 seviyesine ula\u015f\u0131rken, T\u00fcrkiye'nin ocak ihracat\u0131 y\u0131ll\u0131k y\u00fczde 4 azalarak 20,3 milyar dolar, ithalat\u0131 y\u00fczde 0,1 artarak 28,7 milyar dolar oldu. \u00d6zetle makro takvimin yo\u011fun olmad\u0131\u011f\u0131 bu d\u00f6nemde fiyatlaman\u0131n hem k\u00fcresel risk i\u015ftah\u0131na hem de teknik seviyelere ba\u011fl\u0131 olarak \u015fekillendi\u011fini g\u00f6r\u00fcyoruz. 14.000 b\u00f6lgesinin alt\u0131nda bask\u0131 s\u00fcrerken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketler s\u0131n\u0131rl\u0131 olsa da yukar\u0131 y\u00f6nl\u00fc hareketlerin de jeopolitik tansiyon e\u015fli\u011finde s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Yeni g\u00fcnde 14.000 b\u00f6lgesinin ge\u00e7ilip ge\u00e7ilmeyece\u011fini takip ederken yatay bir a\u00e7\u0131l\u0131\u015f beklemekteyiz. ABD piyasalar\u0131nda d\u00fcn Nvidia, beklentilerin \u00fczerinde bilan\u00e7oya ra\u011fmen y\u00fczde 5'ten fazla d\u00fc\u015ft\u00fc, Nisan'dan bu yana en sert g\u00fcnl\u00fck kayb\u0131n\u0131 ya\u015fad\u0131 ve d\u00fc\u015f\u00fc\u015f teknoloji a\u011f\u0131rl\u0131kl\u0131 endeksleri a\u015fa\u011f\u0131 \u00e7ekti. D\u00fc\u015f\u00fc\u015f\u00fcn sebebine bakt\u0131\u011f\u0131m\u0131zda piyasada beklentilerin \u00e7ok fazla oldu\u011funu ve piyasay\u0131 etkilemenin art\u0131k zor oldu\u011funu buna paralel olarak da piyasan\u0131n beklenti \u00fczeri bilan\u00e7o gelse de sat\u0131\u015fa meyilli oldu\u011funu g\u00f6r\u00fcyoruz.<\/p>\n
Bug\u00fcn ise makro veri olarak Ocak ay\u0131 \u00dcFE takip edece\u011fiz. Dell'in beklenti \u00fcst\u00fc bilan\u00e7osu bug\u00fcn teknoloji hisselerinde olumlu bir etki yaratabilir. Jeopolitik geli\u015fmelerde ise iran m\u00fczakerelerinin s\u00fcrd\u00fc\u011f\u00fcn\u00fc fakat istenilenin al\u0131namamas\u0131 durumunun da piyasalarda ek bask\u0131 yaratt\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6zetle ABD piyasalar\u0131nda haber ak\u0131\u015f\u0131 odakl\u0131 hafif sat\u0131c\u0131l\u0131 seyrin hakim oldu\u011funu g\u00f6r\u00fcyoruz. Asya-Pasifik'te hisse endeksleri karma bir g\u00f6r\u00fcn\u00fcm sergilerken, \u00f6zellikle Nvidia odakl\u0131 belirsizliklerin teknoloji hisselerinde daha temkinli fiyatlamaya yol a\u00e7t\u0131\u011f\u0131 ve sekt\u00f6r getirilerinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor; analistler Nvidia'daki dalgalanman\u0131n b\u00f6lgesel risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131n\u0131 belirtiyor.\u00a0<\/p>\n
\u00c7in taraf\u0131nda ise Merkez Bankas\u0131, yuan\u0131n a\u015f\u0131r\u0131 de\u011ferlenmesinin \u00f6n\u00fcne ge\u00e7mek amac\u0131yla ad\u0131m atarken, Japonya'da b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcndeki iyile\u015fmeye kar\u015f\u0131n enflasyonun ivme kaybetmesi para politikas\u0131nda temkinli duru\u015fun s\u00fcrebilece\u011fine i\u015faret ediyor. Nitekim ba\u015fkentte \u00e7ekirdek enflasyonun BoJ'un y\u00fczde 2 hedefinin alt\u0131na gerilemesi ve Ocak ay\u0131 ge\u00e7ici sanayi \u00fcretiminin ayl\u0131k y\u00fczde 2,2 art\u0131\u015fla beklentilerin (y\u00fczde 5,3) alt\u0131nda kalmas\u0131, Japonya Merkez Bankas\u0131'n\u0131n s\u0131k\u0131la\u015fma konusunda aceleci davranmayaca\u011f\u0131 beklentisini g\u00fc\u00e7lendiriyor.<\/p>\n
Avrupa piyasalar\u0131nda genel g\u00f6r\u00fcn\u00fcm \u0131l\u0131ml\u0131 pozitif seyrini korudu. Stoxx Europe 600 g\u00fcn\u00fc yatay-hafif y\u00fckseli\u015fle tamamlarken, Fransa CAC 40, ingiltere FTSE 100, Almanya DAX 40 ve italya FTSE MIB endeksleri de g\u00fcn\u00fc y\u00fckseli\u015fle kapatt\u0131. Bununla birlikte makro ve siyasi ba\u015fl\u0131klar fiyatlamalar \u00fczerinde etkili olmaya devam etti. Almanya Ba\u015fbakan\u0131 Merz'in \u00c7in ziyareti kapsam\u0131nda ticaret a\u00e7\u0131\u011f\u0131 ve ekonomik sorunlar\u0131n \u00f6n plana \u00e7\u0131kmas\u0131 d\u0131\u015f ticaret dengesi a\u00e7\u0131s\u0131ndan dikkat \u00e7ekti.\u00a0<\/p>\n
\u0130ngiltere'de Starmer h\u00fck\u00fcmetinin Gorton ve Denton b\u00f6lgesindeki ara se\u00e7imlerde ciddi oy kayb\u0131 ya\u015famas\u0131 siyasi bask\u0131y\u0131 art\u0131r\u0131rken, GfK t\u00fcketici g\u00fcven endeksinin -19 seviyesine gerilemesi (\u00f6nceki: -16) i\u00e7 talep g\u00f6r\u00fcn\u00fcm\u00fcnde zay\u0131flamaya i\u015faret etti. \u00d6te yandan AB'de Epstein dosyas\u0131nda ad\u0131 ge\u00e7en eski AB Komisyonu \u00fcyesi Mandelson hakk\u0131nda soru\u015fturma haz\u0131rl\u0131\u011f\u0131na ili\u015fkin haber ak\u0131\u015f\u0131 da b\u00f6lgedeki siyasi risk alg\u0131s\u0131n\u0131 yukar\u0131 ta\u015f\u0131yan geli\u015fmeler aras\u0131nda yer ald\u0131\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 \u015eubat (Hibya) – Marba\u015f Menkul De\u011ferler, BIST 100 endeksinin d\u00fcn havac\u0131l\u0131k ve bankac\u0131l\u0131k hisseleri \u00f6nderli\u011finde g\u00fcn\u00fc art\u0131 kapatmas\u0131na ra\u011fmen 14.000 puan b\u00f6lgesinin alt\u0131nda bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi<\/p>\n","protected":false},"author":1,"featured_media":53526,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-53525","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53525","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=53525"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53525\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/53526"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=53525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=53525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=53525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"