Gedik Yat\u0131r\u0131m’\u0131n raporunda k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcne girilirken zay\u0131f kalmaya devam etti\u011fi belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
“\u0130ran sava\u015f\u0131 nedeniyle enerji arz\u0131na y\u00f6nelik endi\u015feler s\u00fcrerken petrol fiyatlar\u0131n\u0131n 100 dolar\u0131n \u00fczerinde kalmas\u0131 yat\u0131r\u0131mc\u0131lar\u0131 temkinli davranmaya zorluyor. Bu ortamda Avrupa\u2019da Stoxx 600 endeksi yakla\u015f\u0131k y\u00fczde 1 gerilerken, ABD vadeli endeksleri de d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek S&P 500\u2019\u00fcn Kas\u0131m ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyelerine yak\u0131n seyretmesine neden oldu. Brent petrol yakla\u015f\u0131k 102 dolar seviyesinde i\u015flem g\u00f6r\u00fcrken jeopolitik riskler ve \u00f6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapanabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar enerji piyasalar\u0131nda belirsizli\u011fi art\u0131r\u0131yor.<\/p>\n
D\u00f6viz piyasas\u0131nda g\u00fcvenli liman talebinin artmas\u0131yla dolar g\u00fc\u00e7 kazan\u0131rken sterlin zay\u0131f b\u00fcy\u00fcme verisi sonras\u0131 geriledi, euro ise dolar kar\u015f\u0131s\u0131nda A\u011fustos\u2019tan bu yana en d\u00fc\u015f\u00fck seviyelerine indi. Japon yeni de 2024\u2019ten beri en zay\u0131f seviyelerine yakla\u015farak olas\u0131 m\u00fcdahale riskini g\u00fcndeme getirdi. Tahvil piyasas\u0131nda getiriler g\u00f6rece yatay kalsa da volatilite dokuz ay\u0131n zirvesine y\u00fckseldi; \u00e7\u00fcnk\u00fc sava\u015f\u0131n enerji fiyatlar\u0131n\u0131 art\u0131rarak enflasyonu yeniden h\u0131zland\u0131rabilece\u011fi ve bu durumun Fed\u2019in faiz indirim planlar\u0131n\u0131 erteleyebilece\u011fi
de\u011ferlendiriliyor. Nitekim sava\u015f \u00f6ncesinde y\u0131l sonuna kadar yakla\u015f\u0131k 60 baz puan faiz indirimi fiyatlan\u0131rken bu beklenti yakla\u015f\u0131k 20 baz puana kadar geriledi.<\/p>\n
Emtia taraf\u0131nda petrol fiyatlar\u0131ndaki sert y\u00fckseli\u015f enflasyon endi\u015felerini art\u0131r\u0131rken alt\u0131n ons ba\u015f\u0131na yakla\u015f\u0131k 5.080 dolar seviyesine \u00e7\u0131ksa da haftal\u0131k bazda d\u00fc\u015f\u00fc\u015f e\u011filiminde kal\u0131yor. Goldman Sachs, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden petrol ak\u0131\u015f\u0131n\u0131n uzun s\u00fcre d\u00fc\u015f\u00fck kalmas\u0131 durumunda petrol fiyatlar\u0131n\u0131n 2008\u2019de g\u00f6r\u00fclen zirvelerin \u00fczerine \u00e7\u0131kabilece\u011fi uyar\u0131s\u0131nda bulundu. Uluslararas\u0131 Enerji Ajans\u0131 ise \u0130ran sava\u015f\u0131n\u0131n k\u00fcresel petrol arz\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 7,5\u2019ini etkileyerek piyasada ciddi bir arz \u015foku yaratt\u0131\u011f\u0131n\u0131 belirtiyor. Bu ortamda savunma ve enerji hisseleri g\u00f6rece g\u00fc\u00e7l\u00fc performans g\u00f6sterirken Avrupa\u2019da t\u00fcketim ve finans sekt\u00f6r\u00fc hisseleri sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kal\u0131yor. Yat\u0131r\u0131mc\u0131lar bug\u00fcn a\u00e7\u0131klanacak ABD enflasyon verisini izlese de jeopolitik geli\u015fmelerin k\u0131sa vadede piyasa y\u00f6n\u00fc \u00fczerinde daha belirleyici olaca\u011f\u0131 de\u011ferlendiriliyor.<\/p>\n
\u00d6nemli \u015firket haberler:<\/p>\n
Adobe (ADBE) \u015eirket ilk \u00e7eyrekte beklentilerin \u00fczerinde gelir ve abonelik b\u00fcy\u00fcmesi a\u00e7\u0131klamas\u0131na ra\u011fmen hisseleri a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde 8y\u00fczde geriledi. Gelir y\u0131ll\u0131k y\u00fczde 12 artarak 6.4 milyar dolara \u00e7\u0131karken abonelik gelirleri ve kalan s\u00f6zle\u015fme y\u00fck\u00fcml\u00fcl\u00fckleri de tahminlerin \u00fczerinde ger\u00e7ekle\u015fti. \u015eirket ikinci \u00e7eyrek i\u00e7in g\u00fc\u00e7l\u00fc gelir ve k\u00e2r beklentisi payla\u015fsa da CEO Shantanu Narayen\u2019in 18 y\u0131l\u0131n ard\u0131ndan g\u00f6revden ayr\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 yat\u0131r\u0131mc\u0131 g\u00fcvenini zay\u0131flatt\u0131. (Olumsuz)<\/p>\n
Ulta Beauty (ULTA) hisseleri, g\u00fc\u00e7l\u00fc sat\u0131\u015f b\u00fcy\u00fcmesine ra\u011fmen k\u00e2r beklentisinin alt\u0131nda kalmas\u0131 ve 2026 y\u0131l\u0131 i\u00e7in zay\u0131f k\u0131lavuz a\u00e7\u0131klanmas\u0131 sonras\u0131 geriledi. \u015eirketin sat\u0131\u015flar\u0131 y\u0131ll\u0131k y\u00fczde 11.8 artarak 3.9 milyar dolara y\u00fckselirken ma\u011faza sat\u0131\u015flar\u0131 da beklentilerin \u00fczerinde b\u00fcy\u00fcd\u00fc. Ancak \u015firket 2026 i\u00e7in kar\u015f\u0131la\u015ft\u0131r\u0131labilir sat\u0131\u015f b\u00fcy\u00fcmesi ve hisse ba\u015f\u0131na k\u00e2r beklentisini piyasa tahminlerinin alt\u0131nda a\u00e7\u0131klay\u0131nca yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131 azald\u0131. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 13 Mart (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcne girilirken zay\u0131f kalmaya devam etti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":60985,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-60984","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\/60984","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=60984"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60984\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/60985"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=60984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=60984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=60984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"