Gedik Yat\u0131r\u0131m’\u0131n raporunda k\u00fcresel piyasalarda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00f6r\u00fclen k\u0131sa vadeli toparlanman\u0131n, Orta Do\u011fu\u2019daki artan jeopolitik gerilim ve y\u00fckselen petrol fiyatlar\u0131n\u0131n etkisiyle zay\u0131flama sinyali verdi\u011fi belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
“Brent petrol\u00fcn y\u00fczde 4\u2019\u00fcn \u00fczerinde y\u00fckselerek 104 dolar seviyesini a\u015fmas\u0131, \u00f6zellikle \u0130ran\u2019\u0131n enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131yla birlikte arz endi\u015felerini art\u0131r\u0131rken, bu durum k\u00fcresel enflasyon beklentilerini yeniden yukar\u0131 \u00e7ekiyor. Bu geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda Avrupa ve ABD vadeli endekslerinde yakla\u015f\u0131k y\u00fczde 0.5\u2019lik geri \u00e7ekilme beklentisi olu\u015furken, piyasalarda risk i\u015ftah\u0131 belirgin \u015fekilde bask\u0131lan\u0131yor.<\/p>\n
Asya taraf\u0131nda ise Nvidia\u2019n\u0131n olumlu beklentileri teknoloji hisselerine destek vererek b\u00f6lge borsalar\u0131nda s\u0131n\u0131rl\u0131 pozitif ayr\u0131\u015fma yarat\u0131rken, genel resimde dolar\u0131n g\u00fc\u00e7lenmesi ve ABD tahvil faizlerinin y\u00fckselmesi (10 y\u0131ll\u0131k y\u00fczde 4.24) finansal ko\u015fullar\u0131n s\u0131k\u0131la\u015fmaya devam etti\u011fine i\u015faret ediyor. Alt\u0131n\u0131n yeniden y\u00fckseli\u015fe ge\u00e7mesi ve Bitcoin\u2019in g\u00fc\u00e7l\u00fc kalmas\u0131 ise yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik risklere kar\u015f\u0131 alternatif varl\u0131klara y\u00f6neldi\u011fini g\u00f6steriyor. \u00d6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda gemi trafi\u011finin aksamas\u0131 ve \u0130ran ba\u011flant\u0131l\u0131 tanker hareketlerinin artmas\u0131, enerji piyasalar\u0131nda oynakl\u0131\u011f\u0131n k\u0131sa vadede y\u00fcksek kalabilece\u011fine i\u015faret ediyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki s\u00fcre\u00e7te piyasalar\u0131n ana oda\u011f\u0131, y\u00fckselen enerji fiyatlar\u0131n\u0131n merkez bankalar\u0131n\u0131n politika duru\u015funu nas\u0131l etkileyece\u011fi olacak. ABD Merkez Bankas\u0131, Avrupa Merkez Bankas\u0131 ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n enflasyon bask\u0131lar\u0131 kar\u015f\u0131s\u0131nda daha temkinli veya \u015fahin bir duru\u015f sergileme ihtimali, hisse senetleri \u00fczerinde ek bask\u0131 yaratabilir. Ayr\u0131ca ABD-\u00c7in g\u00f6r\u00fc\u015fmelerinin ertelenme ihtimali ve sava\u015f\u0131n beklenenden uzun s\u00fcrebilece\u011fine dair sinyaller, k\u00fcresel b\u00fcy\u00fcme beklentileri \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskleri art\u0131r\u0131yor. Bu nedenle mevcut ortamda y\u00fckselen petrol fiyatlar\u0131 ve artan faizler kombinasyonu, hisse piyasalar\u0131 i\u00e7in
\u00e7ift tarafl\u0131 bask\u0131 olu\u015fturarak volatilitenin y\u00fcksek kalmas\u0131na neden olabilir.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa borsalar\u0131, Orta Do\u011fu\u2019daki artan gerilim ve y\u00fckselen petrol fiyatlar\u0131n\u0131n bask\u0131s\u0131yla zay\u0131f bir a\u00e7\u0131l\u0131\u015fa haz\u0131rlan\u0131rken, vadeli i\u015flemler yakla\u015f\u0131k y\u00fczde 0.5 geri \u00e7ekilmeye i\u015faret ediyor. Brent petrol\u00fcn 104 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 ve enerji arz\u0131na y\u00f6nelik risklerin artmas\u0131, Avrupa ekonomisi i\u00e7in enflasyon ve b\u00fcy\u00fcme a\u00e7\u0131s\u0131ndan \u00e7ift y\u00f6nl\u00fc bask\u0131 olu\u015fturuyor. Bu ortamda yat\u0131r\u0131mc\u0131lar, y\u00fckselen enerji maliyetlerinin Avrupa Merkez Bankas\u0131 ba\u015fta olmak \u00fczere merkez bankalar\u0131n\u0131n politika duru\u015funu nas\u0131l \u015fekillendirece\u011fine odaklan\u0131rken, jeopolitik geli\u015fmeler k\u0131sa vadede Avrupa piyasalar\u0131nda volatilitenin y\u00fcksek kalmas\u0131na neden olabilir.<\/p>\n
T\u00fcrkiye<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirlerin izlendi\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. Yurt i\u00e7erisinde merkezi y\u00f6netim b\u00fct\u00e7e dengesi \u015fubat ay\u0131nda 24,4 milyar TL fazla verdi. 12 ayl\u0131k birikimli b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ise 1,87 trilyon TL\u2019den 1,54 trilyon TL\u2019ye geriledi. ABD\u2019de sanayi \u00fcretim endeksi \u015fubat ay\u0131nda y\u00fczde 0,2\u2019lik art\u0131\u015f ile beklentilerin \u00fczerinde a\u00e7\u0131klan\u0131rken, kapasite kullan\u0131m oran\u0131 ise y\u00fczde 76,3 olarak ger\u00e7ekle\u015fti. Verilerin fiyatlamalara etkisi s\u0131n\u0131rl\u0131 kald\u0131. D\u00fcn dolar endeksinde ve ABD 10 y\u0131ll\u0131k tahvil faizinde d\u00fc\u015f\u00fc\u015f e\u011filimleri g\u00f6r\u00fcld\u00fc. Bug\u00fcn yurt i\u00e7erisinde ve ABD\u2019de veri ak\u0131\u015f\u0131 sakin. Ortado\u011fu\u2019da ya\u015fanan geli\u015fmeler ve de enerji fiyatlar\u0131 takip edilmeye devam edilecek olup, g\u00fcn i\u00e7i haber ak\u0131\u015flar\u0131 yak\u0131ndan izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 44,19 civar\u0131nda yataya yak\u0131n seyirler izliyor. Dolar endeksi ise 99,87 civar\u0131nda bulunuyor.”<\/p>\n
<\/strong> \u0130stanbul, 17 Mart (Hibya)- Gedik Yat\u0131r\u0131m, bug\u00fcn yurt i\u00e7erisinde ve ABD\u2019de veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":62313,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-62312","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/62312","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=62312"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/62312\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/62313"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=62312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=62312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=62312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"