Gedik Yat\u0131r\u0131m’\u0131n raporunda “K\u00fcresel piyasalarda risk i\u015ftah\u0131, Orta Do\u011fu\u2019da enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n yeniden artmas\u0131yla zay\u0131flarken, petrol fiyatlar\u0131ndaki y\u00fckseli\u015f enflasyon endi\u015felerini tekrar g\u00fcndeme ta\u015f\u0131yor.” ifadelerine yer verildi.\u00a0<\/p>\n
Gedik Yat\u0131r\u0131m’\u0131n raporuna g\u00f6re Brent petrol\u00fcn 100 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 ve ABD\u2019de dizel fiyatlar\u0131n\u0131n 2022\u2019den bu yana ilk kez 5 dolar seviyesini a\u015fmas\u0131, \u00f6zellikle enerji maliyetleri \u00fczerinden k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc bask\u0131l\u0131yor.<\/p>\n
Raporda ayr\u0131ca \u015funlar kaydedildi:<\/p>\n
“Bu geli\u015fmelerin etkisiyle ABD vadeli endeksleri geri \u00e7ekilirken, yat\u0131r\u0131mc\u0131lar\u0131n nakit pozisyonlar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ve piyasa duyarl\u0131l\u0131\u011f\u0131n\u0131n son 6 ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Jeopolitik cephede ABD-\u0130ran-\u0130srail hatt\u0131ndaki gerilim piyasalar\u0131n ana y\u00f6n belirleyicisi olmaya devam ediyor. K\u00f6rfez b\u00f6lgesindeki enerji tesislerine y\u00f6nelik sald\u0131r\u0131lar, BAE ve Irak\u2019taki \u00fcretim faaliyetlerini sekteye u\u011frat\u0131rken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki tanker trafi\u011fi de yak\u0131ndan izleniyor. ABD\u2019nin b\u00f6lge g\u00fcvenli\u011fi i\u00e7in uluslararas\u0131 koalisyon \u00e7a\u011fr\u0131s\u0131 ve operasyonlar\u0131 geni\u015fletme sinyali, arz risklerini art\u0131rarak petrol fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131maya devam ediyor. Bu tablo, enflasyon beklentilerini yukar\u0131 \u00e7ekerken merkez bankalar\u0131n\u0131n daha \u015fahin kalabilece\u011fi
y\u00f6n\u00fcndeki fiyatlamalar\u0131 g\u00fc\u00e7lendiriyor.<\/p>\n
Makro tarafta ise yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 merkez bankas\u0131 kararlar\u0131na \u00e7evrilmi\u015f durumda. ABD Merkez Bankas\u0131 ve Avrupa Merkez Bankas\u0131\u2019n\u0131n bu hafta ger\u00e7ekle\u015ftirece\u011fi toplant\u0131lar kritik \u00f6nem ta\u015f\u0131rken, piyasalarda faiz indirim beklentilerinin zay\u0131flad\u0131\u011f\u0131 ve daha uzun s\u00fcre y\u00fcksek faiz ortam\u0131n\u0131n fiyatland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Avrupa taraf\u0131nda zay\u0131f Alman g\u00fcven verileri ve eurodaki k\u0131r\u0131lgan toparlanma dikkat \u00e7ekerken, piyasa art\u0131k y\u0131l\u0131n ikinci yar\u0131s\u0131nda faiz art\u0131\u015f\u0131 ihtimalini daha g\u00fc\u00e7l\u00fc fiyatl\u0131yor.<\/p>\n
Hisse senedi piyasalar\u0131nda ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm hakim. ABD\u2019de teknoloji hisseleri k\u0131smen pozitif ayr\u0131\u015f\u0131rken, Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc gelir beklentileri sekt\u00f6re destek veriyor. Buna kar\u015f\u0131n Avrupa borsalar\u0131nda y\u00fckseli\u015fler kal\u0131c\u0131 olamazken, \u00e7o\u011fu sekt\u00f6rde sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fcl\u00fcyor; yaln\u0131zca enerji ve kamu hizmetleri hisseleri petrol fiyatlar\u0131ndaki art\u0131\u015ftan destek buluyor. Genel g\u00f6r\u00fcn\u00fcmde, jeopolitik riskler ve y\u00fckselen enerji fiyatlar\u0131n\u0131n k\u0131sa vadede piyasalarda
volatiliteyi y\u00fcksek tutmaya devam etmesi bekleniyor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Lemonade (LMND) hissleri, Morgan Stanley\u2019nin not art\u0131\u015f\u0131 sonras\u0131 y\u00fckseldi. Kurum, otonom ara\u00e7lar\u0131n yayg\u0131nla\u015fmas\u0131yla d\u00f6n\u00fc\u015fen sigorta sekt\u00f6r\u00fcnde \u015firketin erken konumlanmas\u0131n\u0131n \u00f6nemli bir avantaj sa\u011flad\u0131\u011f\u0131n\u0131 vurgulad\u0131. Ayr\u0131ca Tesla ile yap\u0131lan i\u015f birli\u011finin veri ve deneyim a\u00e7\u0131s\u0131ndan Lemonade\u2019i \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131 belirtilirken, hedef fiyat yukar\u0131 \u00e7ekilerek hissede g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f potansiyeline i\u015faret edildi.(Olumlu)<\/p>\n
LENSAR (LNSR) hisseleri, Alcon ile planlanan sat\u0131n alma anla\u015fmas\u0131n\u0131n kar\u015f\u0131l\u0131kl\u0131 olarak iptal edilmesi sonras\u0131 sert \u015fekilde -y\u00fczde 19 d\u00fc\u015ft\u00fc. Anla\u015fman\u0131n d\u00fczenleyici kurumlar taraf\u0131ndan engellenme ihtimali bu kararda etkili olurken, \u015firketin 10 milyon dolarl\u0131k depozitoyu elinde tutaca\u011f\u0131 a\u00e7\u0131kland\u0131. Y\u00f6netim ise bu geli\u015fmeye ra\u011fmen b\u00fcy\u00fcme planlar\u0131na odaklanmaya devam edece\u011fini belirtti. (Olumsuz)<\/p>\n
Beyond Meat (BYND) -5% \u2013 Hisseler, \u015firketin y\u0131ll\u0131k finansal raporunu erteleyece\u011fini a\u00e7\u0131klamas\u0131yla geriledi. Stoklarla ilgili detayl\u0131 bir inceleme s\u00fcrecine girildi\u011fi ve baz\u0131 muhasebe kontrollerinde zay\u0131fl\u0131k tespit edilebilece\u011fi ifade edildi. Ayr\u0131ca a\u00e7\u0131klanan \u00f6nc\u00fc gelir rakamlar\u0131n\u0131n beklentilerin hafif alt\u0131nda kalmas\u0131 da hissedeki bask\u0131y\u0131 art\u0131rd\u0131. (Olumsuz)”<\/p>\n
<\/strong> \u0130stanbul, 17 Mart (Hibya)- Gedik Yat\u0131r\u0131m, hisse senedi piyasalar\u0131nda kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm hakim oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":62501,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-62500","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\/62500","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=62500"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/62500\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/62501"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=62500"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=62500"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=62500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"