Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda \u015eubat ay\u0131 y\u00fcksek volatiliteyle tamamlan\u0131rken, ABD hisse senetlerinin, \u00f6zellikle yapay zeka temal\u0131 hisselerde olu\u015fan de\u011ferleme tart\u0131\u015fmalar\u0131 nedeniyle bask\u0131 alt\u0131nda kald\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cS&P 500, ay boyunca ya\u015fanan sert dalgalanmalar sonras\u0131 ayl\u0131k kayba y\u00f6nelirken, yar\u0131 iletken hisselerindeki sat\u0131\u015f dalgas\u0131 haftal\u0131k kazan\u00e7lar\u0131 sildi ve \u201cAI scare trade\u201d olarak adland\u0131r\u0131lan temkinli fiyatlama davran\u0131\u015f\u0131 \u00f6ne \u00e7\u0131kt\u0131. Uzun s\u00fcredir endeksi ta\u015f\u0131yan teknoloji devlerinde momentum kayb\u0131 g\u00f6r\u00fclmesi yat\u0131r\u0131mc\u0131lar\u0131 ABD d\u0131\u015f\u0131ndaki piyasalara ve daha geni\u015f ekonomik temalara ba\u011fl\u0131 \u015firketlere y\u00f6nlendirdi.<\/p>\n
Buna kar\u015f\u0131l\u0131k Avrupa ve Asya piyasalar\u0131 g\u00f6receli olarak daha g\u00fc\u00e7l\u00fc bir performans sergiledi. Stoxx 600 sekizinci ayl\u0131k y\u00fckseli\u015fine haz\u0131rlanarak son on y\u0131l\u0131n en uzun kazan\u00e7 serisini kaydederken, Euro Stoxx 50 yeni tarihi zirvelerine yak\u0131n seyretti. MSCI AsyaPasifik Endeksi ise tarihinin en iyi \u015eubat ay\u0131na ilerleyerek k\u00fcresel sermaye ak\u0131mlar\u0131nda belirgin bir b\u00f6lgesel rotasyona i\u015faret etti; \u00f6zellikle geli\u015fen piyasalar y\u0131lba\u015f\u0131ndan bu yana ABD endekslerini geride b\u0131rakt\u0131.<\/p>\n
Makro cephede ABD tahvil piyasas\u0131 g\u00fc\u00e7l\u00fc bir ay ge\u00e7irdi; 10 y\u0131ll\u0131k tahvil faizi \u015eubat ay\u0131nda yakla\u015f\u0131k 24 baz puan gerileyerek y\u00fczde 4 seviyesine indi ve son bir y\u0131l\u0131n en iyi ayl\u0131k performans\u0131na y\u00f6neldi. Dolar \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc ayl\u0131k kayb\u0131na haz\u0131rlan\u0131rken, alt\u0131n yedinci ayl\u0131k y\u00fckseli\u015f serisini s\u00fcrd\u00fcrerek g\u00fcvenli liman talebinin canl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Bu tablo, yat\u0131r\u0131mc\u0131lar\u0131n ABD\u2019deki y\u00fcksek de\u011ferlemeler ve para politikas\u0131 belirsizli\u011fi kar\u015f\u0131s\u0131nda daha temkinli bir konumlanmaya ge\u00e7ti\u011fine i\u015faret ediyor.<\/p>\n
Avrupa cephesinde g\u00fc\u00e7l\u00fc \u015firket bilan\u00e7olar\u0131 risk i\u015ftah\u0131n\u0131 destekledi; Swiss Re\u2019nin net k\u00e2r\u0131ndaki sert art\u0131\u015f, IAG\u2019nin rekor finansal performans\u0131 ve Amadeus\u2019un beklenti \u00fczeri sonu\u00e7lar\u0131 endeksleri yukar\u0131 ta\u015f\u0131d\u0131. Ancak Fransa ve \u0130spanya\u2019dan gelen yukar\u0131 y\u00f6nl\u00fc enflasyon s\u00fcrprizleri fiyat bask\u0131lar\u0131n\u0131n kal\u0131c\u0131l\u0131\u011f\u0131na dair soru i\u015faretlerini art\u0131rarak Avrupa Merkez Bankas\u0131\u2019n\u0131n faiz indirim s\u00fcrecinde temkinli kalabilece\u011fi beklentisini g\u00fc\u00e7lendirdi. Genel g\u00f6r\u00fcn\u00fcmde ABD piyasalar\u0131nda teknoloji odakl\u0131 d\u00fczeltme ve de\u011ferleme tart\u0131\u015fmalar\u0131 s\u00fcrerken, Avrupa ve Asya\u2019da g\u00f6rece daha dengeli ve kazan\u00e7 odakl\u0131 bir fiyatlama davran\u0131\u015f\u0131 \u00f6n plana \u00e7\u0131k\u0131yor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 \u015eubat (Hibya) \u2013 Gedik Yat\u0131r\u0131m, makro cephede ABD tahvil piyasas\u0131n\u0131n g\u00fc\u00e7l\u00fc bir ay ge\u00e7irdi\u011fini; 10 y\u0131ll\u0131k tahvil faizinin \u015eubat ay\u0131nda yakla\u015f\u0131k 24 baz puan gerileyerek y\u00fczde 4 seviyesine indi\u011fini ve son bir y\u0131l\u0131n en iyi ayl\u0131k performans\u0131na y\u00f6neldi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":53758,"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-53757","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\/53757","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=53757"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53757\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/53758"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=53757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=53757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=53757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"