Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re petrol fiyatlar\u0131ndaki art\u0131\u015f tahvil piyasalar\u0131nda sat\u0131\u015flar\u0131 h\u0131zland\u0131r\u0131rken k\u00fcresel tahvil getirilerinde y\u00fckseli\u015f dikkat \u00e7ekiyor. ABD\u2019de 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,17 seviyesine \u00e7\u0131karak haftal\u0131k bazda nisan ay\u0131ndan bu yana en g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131na y\u00f6nelirken, hisse senedi piyasalar\u0131nda ise dalgal\u0131 ve temkinli bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Enerji piyasas\u0131nda Brent petrol fiyat\u0131 yakla\u015f\u0131k y\u00fczde iki y\u00fckselerek varil ba\u015f\u0131na 87 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n enerji arz\u0131n\u0131 etkileyebilece\u011fine y\u00f6nelik endi\u015feler fiyatlardaki y\u00fckseli\u015fi destekledi. Katar enerji bakan\u0131n\u0131n, \u00e7at\u0131\u015fmalar\u0131n s\u00fcrmesi halinde K\u00f6rfez \u00fclkelerinde \u00fcretimin birka\u00e7 hafta i\u00e7inde durdurulabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 petrol fiyatlar\u0131n\u0131n 150 dolara kadar y\u00fckselebilece\u011fi senaryosunu g\u00fcndeme ta\u015f\u0131d\u0131. Bu geli\u015fmeler enflasyon bask\u0131lar\u0131n\u0131n yeniden g\u00fc\u00e7lenebilece\u011fi beklentisini art\u0131r\u0131rken yat\u0131r\u0131mc\u0131lar\u0131n ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirimi beklentilerini azaltmas\u0131na yol a\u00e7t\u0131.<\/p>\n
Piyasalar\u0131n oda\u011f\u0131nda ise ABD\u2019de a\u00e7\u0131klanacak istihdam verileri bulunuyor. Beklentiler, ocak ay\u0131ndaki g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131n ard\u0131ndan \u015fubat ay\u0131nda istihdam art\u0131\u015f\u0131n\u0131n bir miktar yava\u015flayaca\u011f\u0131, ancak i\u015fsizlik oran\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde stabil kalaca\u011f\u0131 y\u00f6n\u00fcnde. Analistler, g\u00fc\u00e7l\u00fc bir istihdam verisinin enerji fiyatlar\u0131ndaki y\u00fckseli\u015fe ra\u011fmen ekonominin stagflasyona girmeyece\u011fi alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirebilece\u011fini ve bunun hisse senetlerini destekleyebilece\u011fini de\u011ferlendiriyor.<\/p>\n
Avrupa piyasalar\u0131nda ise haftal\u0131k bazda sert kay\u0131plar dikkat \u00e7ekiyor. Stoxx Europe 600 endeksi haftal\u0131k yakla\u015f\u0131k y\u00fczde be\u015f gerileyerek nisan ay\u0131ndan bu yana en k\u00f6t\u00fc performans\u0131na y\u00f6nelirken tahvil faizleri de h\u0131zl\u0131 y\u00fckseldi. \u0130ngiltere\u2019de iki y\u0131ll\u0131k tahvil faizi 12 baz puan artarak y\u00fczde 3,92\u2019ye \u00e7\u0131karken para piyasalar\u0131 Avrupa Merkez Bankas\u0131\u2019n\u0131n bu y\u0131l faiz art\u0131rabilece\u011fini fiyatlamaya ba\u015flad\u0131.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fcnde enerji fiyatlar\u0131ndaki rallinin k\u0131sa s\u00fcreli duraklamas\u0131 Avrupa hisse piyasalar\u0131nda s\u0131n\u0131rl\u0131 bir toparlanma sa\u011flad\u0131. EURO STOXX 50 endeksi y\u00fczde 0,5, STOXX Europe 600 ise y\u00fczde 0,2 y\u00fckseldi. Sanayi ve t\u00fcketim sekt\u00f6rleri y\u00fckseli\u015fe \u00f6nc\u00fcl\u00fck ederken savunma sanayi hisselerinde g\u00fc\u00e7l\u00fc al\u0131mlar g\u00f6r\u00fcld\u00fc. Dassault Aviation, Rheinmetall ve Leonardo hisseleri y\u00fckseli\u015f kaydederken Lufthansa beklentilerin \u00fczerinde gelen bilan\u00e7osunun ard\u0131ndan de\u011fer kazand\u0131. Buna kar\u015f\u0131n ASML, Roche, Novartis ve Unilever hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi. Haftal\u0131k bazda Avrupa endekslerinin ise kay\u0131plar\u0131n\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde korudu\u011fu ifade edildi.<\/p>\n
\u00d6te yandan \u015firket haberleri taraf\u0131nda Marvell Technology hisseleri, a\u00e7\u0131klanan d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve beklentilerin \u00fczerinde gelen ileriye d\u00f6n\u00fck tahminlerin ard\u0131ndan g\u00fc\u00e7l\u00fc y\u00fckseldi. Yapay zek\u00e2 kaynakl\u0131 talebin deste\u011fiyle \u015firketin 2026 mali y\u0131l\u0131 gelirleri y\u0131ll\u0131k bazda y\u00fczde 42 artarak 8,20 milyar dolarla rekor seviyeye ula\u015ft\u0131. Hisse ba\u015f\u0131na k\u00e2r ise y\u00fczde 81 art\u0131\u015fla 2,84 dolar oldu. \u015eirket y\u00f6netimi 2027 mali y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde yakla\u015f\u0131k 0,79 \u00b1 0,05 dolar d\u00fczeltilmi\u015f hisse ba\u015f\u0131na k\u00e2r ve yakla\u015f\u0131k 2,4 milyar dolar \u00b1 y\u00fczde 5 gelir bekledi\u011fini a\u00e7\u0131klad\u0131. Bu tahminlerin piyasa beklentilerinin \u00fczerinde oldu\u011fu belirtilirken veri merkezi segmentindeki g\u00fc\u00e7l\u00fc talep ve yeni tasar\u0131m projelerinin b\u00fcy\u00fcmeyi desteklemeye devam etmesinin beklendi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 6 Mart (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re k\u00fcresel piyasalarda haftan\u0131n sonuna yakla\u015f\u0131l\u0131rken enerji fiyatlar\u0131ndaki y\u00fckseli\u015f ve Orta Do\u011fu\u2019daki sava\u015f\u0131n enflasyon \u00fczerindeki etkilerine y\u00f6nelik endi\u015feler risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":57392,"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-57391","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\/57391","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=57391"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/57391\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/57392"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=57391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=57391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=57391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"