Gedik Yat\u0131r\u0131m'\u0131n raporunda Asya piyasalar\u0131n\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcnde zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi belirtildi. Raporda “D\u00f6rt g\u00fcnl\u00fck y\u00fckseli\u015f serisinin ard\u0131ndan, Fed\u2019in Aral\u0131k ay\u0131nda faiz indirimi ihtimalinin azalmas\u0131 ve teknoloji hisselerinde a\u015f\u0131r\u0131 de\u011ferleme kayg\u0131lar\u0131, b\u00f6lge genelinde sat\u0131\u015flar\u0131 tetikledi.” ifadeleri kullan\u0131l\u0131rken \u015funlar aktar\u0131ld\u0131:<\/p>\n
“ABD endeks vadeli kontratlar\u0131 karars\u0131z seyir izlerken, Avrupa borsalar\u0131n\u0131n da g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flamas\u0131 bekleniyor. Enerji taraf\u0131nda Brent petrol y\u00fczde 3\u2019e yak\u0131n y\u00fckselerek Rusya kaynakl\u0131 arz risklerinin artmas\u0131yla g\u00fc\u00e7l\u00fc seyrini s\u00fcrd\u00fcrd\u00fc. Ancak sterlin, \u0130ngiltere\u2019nin vergi art\u0131\u015f\u0131 planlar\u0131n\u0131 geri \u00e7ekebilece\u011fi haberleriyle G10 para birimleri kar\u015f\u0131s\u0131nda sert de\u011fer kaybetti.<\/p>\n
Zay\u0131flayan risk i\u015ftah\u0131 \u00f6zellikle y\u00fckseli\u015fi a\u015f\u0131r\u0131 h\u0131zlanan teknoloji devlerinde sert sat\u0131\u015flara yol a\u00e7arken, yat\u0131r\u0131mc\u0131lar\u0131n daha defansif sekt\u00f6rlere y\u00f6nelmeye ba\u015flad\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. Aral\u0131k ay\u0131 i\u00e7in Fed faiz indirimi ihtimali y\u00fczde 50\u2019nin alt\u0131na inerken, piyasalarda \u201cAI balonu\u201d endi\u015feleri yeniden alevlendi.<\/p>\n
Riskten ka\u00e7\u0131\u015f e\u011filiminin g\u00fc\u00e7lenmesiyle Bitcoin 98.000 dolar\u0131n alt\u0131na \u00e7ekilerek Ekim ba\u015f\u0131ndan bu yana y\u00fczde 20\u2019den fazla geriledi. \u00c7in borsalar\u0131 zay\u0131f veriler sonras\u0131 d\u00fc\u015f\u00fc\u015flerini s\u00fcrd\u00fcr\u00fcrken, Nvidia\u2019n\u0131n gelecek hafta a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o, teknoloji hisseleri i\u00e7in y\u0131l\u0131n en kritik d\u00f6neme\u00e7lerinden biri olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Fed kanad\u0131ndan gelen \u015fahin a\u00e7\u0131klamalar, enflasyonun hedefin \u00fczerinde kalmas\u0131 nedeniyle para politikas\u0131nda temkinli duru\u015fun s\u00fcrd\u00fcr\u00fclece\u011fine i\u015faret etti. Bu da traderlar\u0131n Aral\u0131k toplant\u0131s\u0131nda faiz indiriminin garanti olmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki beklentilerini g\u00fc\u00e7lendirdi. Bu ortamda alt\u0131n ve g\u00fcm\u00fc\u015f y\u00fckseli\u015fini s\u00fcrd\u00fcrerek haftay\u0131 g\u00fc\u00e7l\u00fc kazan\u00e7larla kapatmaya haz\u0131rlan\u0131yor; alt\u0131n ons ba\u015f\u0131na 4.200 dolara yak\u0131n, g\u00fcm\u00fc\u015f ise haftal\u0131k bazda y\u00fczde 10\u2019dan fazla primli i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa piyasalar\u0131, haftan\u0131n son i\u015flem g\u00fcn\u00fcne zay\u0131f bir g\u00f6r\u00fcn\u00fcmle ba\u015flad\u0131. K\u00fcresel risk i\u015ftah\u0131, Fed yetkililerinin \u015fahin a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan Aral\u0131k ay\u0131nda faiz indirimi ihtimalinin azalmas\u0131yla belirgin \u015fekilde geriledi. Bu durum, son d\u00f6nemde rekor seviyelere ula\u015fan endekslerde kar realizasyonunu h\u0131zland\u0131r\u0131rken, \u00f6zellikle AI ve geni\u015f teknoloji sekt\u00f6r\u00fcndeki y\u00fcksek de\u011ferlemelere y\u00f6nelik endi\u015feler yat\u0131r\u0131mc\u0131lar\u0131n daha temkinli pozisyon almas\u0131na neden oluyor. Rotasyon \u00f6nce daha makul fiyatlanan sekt\u00f6rlere kaym\u0131\u015f olsa da, sat\u0131\u015f bask\u0131s\u0131 giderek genele yay\u0131lm\u0131\u015f durumda.Bug\u00fcn Avrupa\u2019da yat\u0131r\u0131mc\u0131lar Euro B\u00f6lgesi b\u00fcy\u00fcme, istihdam ve d\u0131\u015f ticaret verileri ile Fransa\u2019n\u0131n Ekim ay\u0131 enflasyon rakamlar\u0131n\u0131 yak\u0131ndan izleyecek. Kurumsal tarafta ise Allianz, Siemens Energy, Swiss Re ve Rolls Royce Holdings gibi b\u00fcy\u00fck \u015firketlerden gelecek bilan\u00e7olar \u00f6ne \u00e7\u0131k\u0131yor.Vadeli i\u015flemlerde Euro Stoxx 50\u2019nin y\u00fczde 0,3, Stoxx 600\u2019\u00fcn ise y\u00fczde 0,4 ekside olmas\u0131, Avrupa borsalar\u0131n\u0131n g\u00fcne a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir ba\u015flang\u0131\u00e7 yapaca\u011f\u0131na i\u015faret ediyor.<\/p>\n
T\u00fcrkiye<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilite hafif y\u00fckseli\u015f e\u011filimlerinin izlendi\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. Yurt i\u00e7erisinde TCMB br\u00fct rezervleri ge\u00e7en hafta 1,4 milyar dolar art\u0131\u015f ile 185,0 milyar dolara y\u00fckselirken, swap hari\u00e7 net rezervler ise ge\u00e7en hafta 52,7 milyar dolardan 58,4 milyar dolara y\u00fckseldi. Swap dahil net rezervler ise ge\u00e7en hafta 69,3 milyar dolardan 73,3 milyar dolara \u00e7\u0131kt\u0131. Kur korumal\u0131 mevduat toplam\u0131 ge\u00e7en hafta 37,6 milyar TL d\u00fc\u015f\u00fc\u015fle 93,8 milyar TL\u2019ye geriledi. ABD taraf\u0131nda h\u00fck\u00fcmetin uzun bir aradan sonra a\u00e7\u0131lmas\u0131 takip edildi. Veri ak\u0131\u015f\u0131 ise ABD taraf\u0131nda sakin seyretti. Bug\u00fcn yurt i\u00e7erisinde TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi izlenecek olup, ABD\u2019de ise ikincil d\u00fczey veriler takip edilecek. Verilerin fiyatlamalara etkisini beklemiyoruz.”<\/p>\n
<\/strong> \u0130stanbul, 14 Kas\u0131m (Hibya)- Gedik Yat\u0131r\u0131m, Asya piyasalar\u0131n\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcnde zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":5833,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-5832","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/5832","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=5832"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/5832\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/5833"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=5832"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=5832"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=5832"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"