Halk Yat\u0131r\u0131m’\u0131n raporunda “Asya piyasalar\u0131, Nvidia\u2019n\u0131n GTC 2026 etkinli\u011finde yapt\u0131\u011f\u0131 yeni
\u00fcr\u00fcn ve i\u015f birlikleri duyurular\u0131n\u0131n yapay zeka talebine y\u00f6nelik iyimserli\u011fi g\u00fc\u00e7lendirmesiyle teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde al\u0131c\u0131l\u0131 seyir izliyor.” ifadelerine yer verildi. Raporda \u015funlar kaydedildi:<\/p>\n
“\u00d6zellikle yar\u0131 iletken \u015firketlerine gelen al\u0131mlarla G\u00fcney Kore piyasas\u0131 y\u00fczde 4\u2019e varan prim yaparken, Japonya\u2019da Nikkei 225 ve TOPIX endeksleri y\u00fczde 2\u2019nin \u00fczerinde al\u0131c\u0131l\u0131 seyir izliyor. Nvidia kaynakl\u0131 g\u00fc\u00e7l\u00fc talep beklentisi, Asya\u2019daki \u00e7ip \u00fcreticilerinin k\u00fcresel yapay zeka yat\u0131r\u0131m d\u00f6ng\u00fcs\u00fcnden do\u011frudan faydalanaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcn\u00fc destekliyor. Petrol fiyatlar\u0131nda g\u00fcn i\u00e7i s\u0131n\u0131rl\u0131 geri \u00e7ekilme de risk i\u015ftah\u0131n\u0131 desteklerken, Orta Do\u011fu\u2019da \u0130srail\u2019in \u0130ran\u2019\u0131n g\u00fcvenlik \u015fefini hedef almas\u0131 ve \u0130ran\u2019\u0131n BAE\u2019deki enerji tesislerine y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131 s\u00fcrd\u00fcrmesi, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden arz kesintisi riskini g\u00fcndemde tutarak temkinli duru\u015fu koruyor. Makro tarafta Japonya\u2019da \u015eubat ay\u0131 ihracat\u0131 y\u0131ll\u0131k bazda y\u00fczde 4,2 artarak y\u00fczde 1,6\u2019l\u0131k
beklentinin \u00fczerinde ger\u00e7ekle\u015fti ancak Ocak ay\u0131nda kaydedilen y\u00fczde 16,8\u2019lik g\u00fc\u00e7l\u00fc art\u0131\u015fa k\u0131yasla belirgin bir ivme kayb\u0131na i\u015faret etti. Detaylara bak\u0131ld\u0131\u011f\u0131nda, yar\u0131 iletken ihracat\u0131ndaki y\u00fczde 25,1\u2019lik g\u00fc\u00e7l\u00fc art\u0131\u015f toplam performans\u0131 desteklerken, ABD\u2019ye yap\u0131lan otomotiv ihracat\u0131nda y\u00fczde 14,8\u2019lik d\u00fc\u015f\u00fc\u015f ve \u00c7in\u2019e y\u00f6nelik sevkiyatlar\u0131n y\u00fczde 10,9 gerilemesi d\u0131\u015f talepte b\u00f6lgesel zay\u0131fl\u0131\u011fa i\u015faret etti. \u0130thalat taraf\u0131nda ise y\u00fczde 10,2\u2019lik art\u0131\u015f, i\u00e7 talebin g\u00f6rece g\u00fc\u00e7l\u00fc seyretti\u011fini g\u00f6sterse de d\u0131\u015f ticaret dengesine bask\u0131 olu\u015fturdu. Bu g\u00f6r\u00fcn\u00fcm, Japonya ekonomisinde teknoloji ve \u00e7ip ihracat\u0131n\u0131n b\u00fcy\u00fcmeyi desteklemeye devam etti\u011fini ancak geleneksel ihracat kalemlerinde ve ana ticaret ortaklar\u0131nda zay\u0131fl\u0131k sinyallerinin artt\u0131\u011f\u0131n\u0131 ortaya koyuyor.<\/p>\n
ABD vadeli endeksleri ise bu sabah a\u011f\u0131rl\u0131kl\u0131 pozitif seyrediyor.<\/p>\n
Bug\u00fcn ABD\u2019de 13 Mart haftas\u0131na y\u00f6nelik MBA mortgage ba\u015fvurular\u0131 ile birlikte \u015eubat ay\u0131na ili\u015fkin \u00dcFE ve \u00e7ekirdek \u00dcFE verileri, Ocak ay\u0131na ili\u015fkin fabrika sipari\u015fleri ve dayan\u0131kl\u0131 mal
sipari\u015fleri ile FOMC toplant\u0131s\u0131 takip edilecek. \u015eubat ay\u0131na ili\u015fkin \u00dcFE\u2019nin ayl\u0131k bazda y\u00fczde 0,5\u2019ten y\u00fczde 0,3\u2019e gerilemesi beklenirken, y\u0131ll\u0131k \u00dcFE son veride y\u00fczde 2,9 seviyesinde bulunuyor. Ayn\u0131 d\u00f6neme y\u00f6nelik \u00e7ekirdek \u00dcFE\u2019nin ayl\u0131k bazda y\u00fczde 0,8\u2019den y\u00fczde 0,3\u2019e
gerilemesi \u00f6ng\u00f6r\u00fcl\u00fcrken, y\u0131ll\u0131k \u00e7ekirdek \u00dcFE son a\u00e7\u0131klamada y\u00fczde 3,6 seviyesinde ger\u00e7ekle\u015fmi\u015fti. Ocak ay\u0131na ili\u015fkin fabrika sipari\u015fleri son a\u00e7\u0131klamada y\u00fczde -0,7, dayan\u0131kl\u0131 mal sipari\u015fleri ise y\u00fczde -1,4 seviyesinde bulunuyor. Mart ay\u0131 FOMC toplant\u0131s\u0131nda Fed\u2019in
federal fonlama oran\u0131nda de\u011fi\u015fikli\u011fe gitmesi beklenmiyor. Ancak bu toplant\u0131n\u0131n as\u0131l \u00f6nemi faiz karar\u0131ndan \u00e7ok verilecek mesajda olacak. Son d\u00f6nemde b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc zay\u0131flarken
enflasyonda kal\u0131c\u0131 rahatlaman\u0131n hen\u00fcz olu\u015fmad\u0131\u011f\u0131 konj\u00f6nkt\u00f6rde \u0130ran kaynakl\u0131 enerji \u015foku da riskleri art\u0131r\u0131yor. Bu nedenle Fed\u2019in hem enflasyonla m\u00fccadele duru\u015funu koruyan hem de b\u00fcy\u00fcme taraf\u0131ndaki zay\u0131flamay\u0131 kabul eden dengeli bir ileti\u015fim kurmas\u0131 bekleniyor. Projeksiyonlarda 2026 b\u00fcy\u00fcme tahmininin a\u015fa\u011f\u0131, i\u015fsizlik ve enflasyon tahminlerinin ise yukar\u0131 y\u00f6nl\u00fc g\u00fcncellenmesi olas\u0131 g\u00f6r\u00fcn\u00fcyor. Buna kar\u015f\u0131n, noktasal grafikte ek bir g\u00fcvercin sinyal beklenmiyor.<\/p>\n
Yar\u0131n ABD\u2019de, 14 Mart haftas\u0131na y\u00f6nelik haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, 7 Mart haftas\u0131na y\u00f6nelik devam eden ba\u015fvurular ile Mart ay\u0131 Philadelphia Fed i\u015f g\u00f6r\u00fcn\u00fcm\u00fc verisi takip edilecek.”<\/p>\n
<\/strong> \u0130stanbul, 18 Mart (Hibya)- Halk Yat\u0131r\u0131m, ABD vadeli endekslerini bu sabah a\u011f\u0131rl\u0131kl\u0131 pozitif seyretti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":62854,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-62853","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\/62853","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=62853"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/62853\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/62854"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=62853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=62853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=62853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"