Alnus Yat\u0131r\u0131m’\u0131n raporuna g\u00f6re, B\u0130ST-100 endeksi, ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcne 32,79 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131. Orta Do\u011fu\u2019da derinle\u015fen sava\u015f riskleri ve imha edilmi\u015f olsa da T\u00fcrkiye topraklar\u0131na \u0130ran\u2019dan bir f\u00fcze daha f\u0131rlat\u0131lm\u0131\u015f olmas\u0131 ile TCMB\u2019nin Mart ay\u0131n\u0131n ard\u0131ndan Nisan ay\u0131nda da faiz indirmeyebilece\u011fine dair \u00f6ng\u00f6r\u00fclerin yo\u011funla\u015fmas\u0131yla g\u00fcn i\u00e7erisinde sat\u0131\u015f bask\u0131s\u0131 12.944,68 puan seviyesine kadar derinle\u015fti. Seans\u0131 y\u00fczde 1,45 oran\u0131nda d\u00fc\u015f\u00fc\u015fle 13.092,93 puandan tamamlayan endekste i\u015flem hacmi de \u00f6nceki g\u00fcnk\u00fc 175,4 milyar TL d\u00fczeyinden 145,4 milyar TL civar\u0131na geriledi. Puan baz\u0131nda endekse en fazla negatif etki eden \u015firket hisseleri ise 27,50 puan ile ASELS, 25,90 puan ile AKBNK ve 20,12 puan ile KLRHO oldu.<\/p>\n
Cuma g\u00fcn\u00fc yurt i\u00e7i ekonomik takvimde takip edilen TCMB\u2019nin Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019nde cari ay (Mart) i\u00e7in ayl\u0131k T\u00dcFE beklentisi y\u00fczde 2,18 olarak yer al\u0131rken, y\u0131l sonuna ili\u015fkin y\u0131ll\u0131k T\u00dcFE beklentisi y\u00fczde 24,11\u2019den y\u00fczde 25,38\u2019e revize edildi. Ankette ayr\u0131ca ilk PPK toplant\u0131s\u0131nda politika faizinin sabit b\u0131rak\u0131lmas\u0131 beklenirken, TCMB\u2019nin y\u0131l sonundaki faiz oran\u0131n\u0131n y\u00fczde 30,63 civar\u0131nda olmas\u0131 \u00f6ng\u00f6r\u00fcld\u00fc. G\u00fcn i\u00e7erisinde ba\u015fka maj\u00f6r bir veri bulunmazken, TCMB\u2019nin \u00f6nceki g\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 PPK karar\u0131na ili\u015fkin uluslararas\u0131 yat\u0131r\u0131m bankalar\u0131ndan gelen de\u011ferlendirme ve beklentiler \u00f6n plana \u00e7\u0131kt\u0131. Goldman Sachs, sava\u015f\u0131n devam etmesi ve enerji fiyatlar\u0131ndaki y\u00fckseli\u015fin kal\u0131c\u0131 hale gelmesi durumunda politika faizinde art\u0131\u015f ihtimalinin g\u00fcndeme gelebilece\u011fini de\u011ferlendirirken, Citigroup yay\u0131mlad\u0131\u011f\u0131 raporda Mart PPK toplant\u0131s\u0131n\u0131n ard\u0131ndan Nisan toplant\u0131s\u0131nda da faizlerin sabit b\u0131rak\u0131labilece\u011fini \u00f6ng\u00f6rd\u00fc. JPMorgan 2026 y\u0131l sonu y\u0131ll\u0131k T\u00dcFE beklentisini y\u00fczde 25,0\u2019den y\u00fczde 26,4\u2019e revize ederken, TCMB\u2019nin Nisan ay\u0131nda da faizleri pas ge\u00e7ece\u011fi tahminiyle birlikte y\u0131l sonu faiz tahminini y\u00fczde 31,0\u2019den y\u00fczde 32,0\u2019ye \u00e7\u0131kard\u0131. Societe Generale de TCMB\u2019nin politika faizinde k\u0131sa vadede de\u011fi\u015fikli\u011fe gitmesini beklemedi\u011fini ve g\u00f6sterge faiz oran\u0131n\u0131 Haziran ay\u0131na kadar sabit tutaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n
Ge\u00e7ti\u011fimiz haftan\u0131n son i\u015flem g\u00fcn\u00fcnde k\u00fcresel tarafta ise Orta Do\u011fu\u2019daki sava\u015f g\u00fcndemi ve bu \u00e7er\u00e7evede kritik \u00f6neme sahip olan H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapal\u0131l\u0131k s\u00fcrecine dair geli\u015fmeler yak\u0131ndan takip edildi. \u0130ran\u2019\u0131n Irak\u2019ta bir Frans\u0131z birli\u011fini vurmas\u0131 ve ABD\u2019ye ait bir yak\u0131t ikmal u\u00e7a\u011f\u0131n\u0131n d\u00fc\u015f\u00fcr\u00fclmesi ile tansiyon artarken, Trump y\u00f6netimi i\u00e7erisinde sava\u015f\u0131n ba\u015flamas\u0131 konusunda ortaya \u00e7\u0131kan \u00e7atlaklar\u0131n sava\u015f\u0131n sona ermesi konusunda da derinle\u015ferek devam etti\u011fine dair haber ak\u0131\u015flar\u0131 dikkat \u00e7ekti. K\u00fcresel makro veri g\u00fcndeminde ABD taraf\u0131nda takip edilen kritik verilerden 4. \u00e7eyrek GSY\u0130H de\u011fi\u015fimi ge\u00e7en ay y\u00fczde 1,4 olarak a\u00e7\u0131klanan ilk okuma rakam\u0131ndan y\u00fczde 0,7\u2019ye revize edildi. Dayan\u0131kl\u0131 mal sipari\u015fleri verilerinde de \u00f6ng\u00f6r\u00fcler kar\u015f\u0131lanamazken, Fed\u2019in \u00f6nemli enflasyon g\u00f6stergeleri aras\u0131nda yer alan Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) endekslerinde man\u015fet veride y\u00fczde 2,9\u2019dan y\u00fczde 2,8\u2019e s\u0131n\u0131rl\u0131 geri \u00e7ekilme g\u00f6r\u00fcl\u00fcrken, daha kritik olan \u00e7ekirdek verinin y\u00fczde 3,1\u2019e y\u00fckselmesi dikkat \u00e7ekti. Bu verinin ard\u0131ndan Dolar Endeksi\u2019nin 2025 May\u0131s ay\u0131ndan bu yana ilk kez 100,00 seviyesini a\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n
Yeni haftaya \u0130ran\u2019\u0131n petrol ihracat\u0131 a\u00e7\u0131s\u0131ndan kritik bir b\u00f6lge konumundaki Hark Adas\u0131\u2019n\u0131n ABD taraf\u0131ndan vuruldu\u011funa dair haber ak\u0131\u015flar\u0131 ile ba\u015fland\u0131. \u015eu an i\u00e7in ABD vadeli endeksleri pozitif bir seyir izlerken Avrupa vadeli endeksleri ve Asya borsalar\u0131 kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergiliyor. B\u0130ST100 endeksinin g\u00fcne sat\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapmas\u0131 bekleniyor. Yurt i\u00e7i ekonomik takvimde \u015eubat ay\u0131na ili\u015fkin Merkezi Y\u00f6netim B\u00fct\u00e7e Dengesi verisi takip edilecek. Asya seans\u0131nda \u00c7in\u2019den gelen \u015eubat ay\u0131na ait i\u015fsizlik oran\u0131, sanayi \u00fcretimi, perakende sat\u0131\u015flar ve sabit varl\u0131k yat\u0131r\u0131mlar\u0131 gibi \u00f6nemli veriler yak\u0131ndan izlenirken, i\u015fsizlik oran\u0131 hari\u00e7 di\u011fer verilerin beklentilerin \u00fczerinde a\u00e7\u0131kland\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. K\u00fcresel veri g\u00fcndeminde ilerleyen saatlerde ABD\u2019nin Mart ay\u0131 New York Empire State \u0130malat Endeksi ile \u015eubat ay\u0131na ili\u015fkin sanayi \u00fcretimi ve kapasite kullan\u0131m oran\u0131 verileri takip edilecek. \u00d6te yandan Orta Do\u011fu\u2019da devam eden sava\u015fa ili\u015fkin geli\u015fmelerin g\u00fcn i\u00e7erisinde piyasalarda y\u00fcksek oynakl\u0131\u011fa neden olabilece\u011fi i\u00e7in yak\u0131ndan izlenmeye devam edilmesi bekleniyor.<\/p>\n
<\/strong> \u0130stanbul, 16 Mart (Hibya) – Alnus Yat\u0131r\u0131m, ABD vadeli endekslerinin pozitif bir seyir izlerken, Avrupa vadelileri ve Asya borsalar\u0131n\u0131n ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm i\u00e7erisinde yer ald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":61596,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-61595","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61595","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=61595"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61595\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/61596"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=61595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=61595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=61595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"