Gedik Yat\u0131r\u0131m’\u0131n analizinde \u015fu ifadeler yer ald\u0131:<\/p>\n
”Asya piyasalar\u0131, Orta Do\u011fu\u2019da enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n petrol fiyatlar\u0131n\u0131 sert \u015fekilde yukar\u0131 ta\u015f\u0131mas\u0131yla birlikte g\u00fc\u00e7l\u00fc bir sat\u0131\u015f dalgas\u0131na girdi. MSCI Asya Pasifik Endeksi y\u00fczde 2,6 d\u00fc\u015ferek son g\u00fcnlerdeki y\u00fckseli\u015fini sonland\u0131r\u0131rken, Japonya\u2019da Nikkei 225 endeksi y\u00fczde 3\u2019\u00fcn \u00fczerinde geriledi ve yat\u0131r\u0131mc\u0131lar yenin dolar kar\u015f\u0131s\u0131nda 160 seviyesini test etme ihtimaline odakland\u0131. ABD vadeli endeksleri ise yatay kal\u0131rken, S&P 500 ve Nasdaq 100\u2019de \u00f6nceki g\u00fcn g\u00f6r\u00fclen y\u00fczde 1,4\u2019l\u00fck kay\u0131plar k\u00fcresel risk i\u015ftah\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131n\u0131 teyit etti.<\/p>\n
Petrol taraf\u0131nda Brent fiyat\u0131 112 dolar seviyesine y\u00fckselerek piyasadaki ana belirleyici unsur haline geldi. \u0130ran ve \u0130srail aras\u0131nda kritik enerji tesislerine y\u00f6nelik kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar ve Katar\u2019daki b\u00fcy\u00fck LNG tesisinde olu\u015fan hasar, arz taraf\u0131nda kal\u0131c\u0131 bozulma endi\u015felerini art\u0131rd\u0131. Bu geli\u015fmeler yaln\u0131zca enerji fiyatlar\u0131n\u0131 de\u011fil, ayn\u0131 zamanda k\u00fcresel enflasyon beklentilerini de yukar\u0131 \u00e7ekerek merkez bankalar\u0131n\u0131n politika alan\u0131n\u0131 daralt\u0131yor.<\/p>\n
Para politikas\u0131 taraf\u0131nda ise hem ABD Merkez Bankas\u0131 hem de Japonya Merkez Bankas\u0131 faizleri sabit tutarken, jeopolitik risklerin belirsizli\u011fi art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekti. Fed Ba\u015fkan\u0131 Powell, enflasyonda net bir d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fclmeden faiz indirimi yap\u0131lmayaca\u011f\u0131n\u0131 vurgularken, piyasalar y\u0131l geneli i\u00e7in neredeyse tek bir faiz indirimi bile fiyatlamamaya ba\u015flad\u0131. Bu durum uzun s\u00fcre y\u00fcksek faiz temas\u0131n\u0131 g\u00fc\u00e7lendirirken, tahvil faizlerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 devam ediyor. K\u0131sacas\u0131, mevcut ortamda enerji piyasas\u0131ndaki geli\u015fmeler t\u00fcm varl\u0131k s\u0131n\u0131flar\u0131 \u00fczerinde belirleyici olmaya devam ediyor.<\/p>\n
Avrupa borsalar\u0131, Orta Do\u011fu\u2019daki enerji altyap\u0131lar\u0131na y\u00f6nelik yeni sald\u0131r\u0131lar ve Fed\u2019in \u015fahin duru\u015funun yaratt\u0131\u011f\u0131 bask\u0131yla g\u00fcne sert d\u00fc\u015f\u00fc\u015f beklentisiyle ba\u015fl\u0131yor. Brent petrol\u00fcn 112 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 ve \u0130ran\u2019\u0131n Katar\u2019daki b\u00fcy\u00fck LNG tesisini hedef almas\u0131, enerji arz\u0131na y\u00f6nelik endi\u015feleri art\u0131rarak enflasyon risklerini yeniden g\u00fcndemin merkezine ta\u015f\u0131d\u0131. Bu ortamda Avrupa Merkez Bankas\u0131 ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n faizleri sabit tutmas\u0131 beklenirken, piyasalar hem merkez bankalar\u0131ndan gelecek mesajlara hem de \u0130ngiltere istihdam verilerine odaklanm\u0131\u015f durumda; vadeli i\u015flemlerde g\u00f6r\u00fclen y\u00fczde 1,5\u20131,7 aras\u0131 kay\u0131plar ise risk i\u015ftah\u0131n\u0131n belirgin \u015fekilde zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Ortado\u011fu\u2019daki \u00e7at\u0131\u015fmalar devam etmekte olup, enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar ve enerji fiyatlar\u0131ndaki volatilite s\u00fcr\u00fcyor. Piyasalar\u0131n oda\u011f\u0131 jeopolitik geli\u015fmelerde. TCMB, 12 Mart\u2019taki PPK toplant\u0131s\u0131na ait \u00f6zet raporunu yay\u0131mlad\u0131. Raporda jeopolitik geli\u015fmelerin belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 bildirildi.<\/p>\n
ABD taraf\u0131nda Fed, piyasa beklentileri dahilinde politika faizini y\u00fczde 3,50 \u2013 3,75 aral\u0131\u011f\u0131nda sabit b\u0131rakt\u0131. Fed Ba\u015fkan\u0131 Powell, enflasyonda somut bir ilerleme kaydedilmeden faiz indiriminin g\u00fcndemde olmad\u0131\u011f\u0131n\u0131 bildirdi. Verilerin kur \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, dolar endeksinde art\u0131\u015f kaydedildi. Dolar\/TL, bu sabah saat 08:00 itibariyle 44,32 civar\u0131nda seyrediyor. Euro, Orta Do\u011fu\u2019daki artan jeopolitik gerilim ve g\u00fc\u00e7l\u00fc ABD \u00dcFE verisinin etkisiyle dolar kar\u015f\u0131s\u0131nda 1,15 seviyesine geriledi. \u0130srail\u2019in \u0130ran\u2019daki enerji tesislerini hedef almas\u0131 ve \u0130ran\u2019\u0131n K\u00f6rfez \u00fclkelerindeki petrol altyap\u0131lar\u0131 i\u00e7in uyar\u0131 yapmas\u0131 risk alg\u0131s\u0131n\u0131 art\u0131r\u0131rken, ABD\u2019de \u00fcretici enflasyonunun beklentilerin \u00fczerinde gelmesi dolar talebini g\u00fc\u00e7lendirdi.<\/p>\n
Piyasalar\u0131n oda\u011f\u0131 \u015fimdi Avrupa Merkez Bankas\u0131 ve ABD Merkez Bankas\u0131 toplant\u0131lar\u0131na kayarken, faizlerin sabit kalmas\u0131 bekleniyor; ancak enflasyon ve jeopolitik risklere y\u00f6nelik mesajlar kritik olacak. \u00a0Destekler: 1,1414 \u2013 1,1379 \u2013 1,1309\u00a0Diren\u00e7ler: 1,1520 \u2013 1,1590 \u2013 1,1625<\/p>\n
\u0130ngiliz sterlini, Orta Do\u011fu\u2019daki artan gerilim ve beklentilerin \u00fczerinde gelen ABD \u00dcFE verisiyle birlikte g\u00fcvenli liman talebinin dolara kaymas\u0131 sonucu 1,33 seviyesine geriledi. \u0130srail\u2019in \u0130ran\u2019daki enerji tesislerine sald\u0131rmas\u0131 ve \u0130ran\u2019\u0131n K\u00f6rfez \u00fclkelerindeki petrol altyap\u0131lar\u0131 i\u00e7in tahliye uyar\u0131s\u0131 yapmas\u0131 jeopolitik riski art\u0131r\u0131rken, ABD\u2019de \u00fcretici enflasyonunun g\u00fc\u00e7l\u00fc gelmesi dolar\u0131n g\u00fcc\u00fcn\u00fc destekledi.\u00a0Destekler: 1,3212 \u2013 1,3170 \u2013 1,3089
Diren\u00e7ler: 1,3335 \u2013 1,3416 \u2013 1,3457\u00a0<\/p>\n
Alt\u0131n fiyatlar\u0131, Fed\u2019in \u015fahin duru\u015funun jeopolitik riskleri g\u00f6lgede b\u0131rakmas\u0131yla alt\u0131 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f serisinin ard\u0131ndan 4 bin 830 dolar civar\u0131nda yatay seyretti. Fed\u2019in yaln\u0131zca bir faiz indirimi sinyali vermesi ve enerji fiyatlar\u0131n\u0131n enflasyonu art\u0131rabilece\u011fi endi\u015fesi alt\u0131n \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131rken; Orta Do\u011fu\u2019daki gerilimler g\u00fcvenli liman talebini s\u0131n\u0131rl\u0131 \u015fekilde destekledi. Y\u0131l ba\u015f\u0131ndan bu yana yakla\u015f\u0131k y\u00fczde 12 y\u00fckseli\u015f s\u00fcrse de, faiz indirimi beklentilerinin zay\u0131flamas\u0131 ve baz\u0131 yat\u0131r\u0131mc\u0131lar\u0131n nakit ihtiyac\u0131 nedeniyle sat\u0131\u015f yapmas\u0131 momentumun zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.Destekler: 4744 \u2013 4670 \u2013 4534\u00a0Diren\u00e7ler: 4954 \u2013 5090 \u2013 5163<\/p>\n
G\u00fcm\u00fc\u015f, \u00f6nceki seansta ya\u015fanan yakla\u015f\u0131k y\u00fczde 5\u2019lik sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan 75 dolar \u00fczerinde dengelenirken, Fed\u2019in \u015fahin duru\u015fu ve y\u00fckselen petrol fiyatlar\u0131 de\u011ferli metalleri bask\u0131lamaya devam etti. ABD Merkez Bankas\u0131 faizleri sabit tutarken enflasyon risklerinin artt\u0131\u011f\u0131n\u0131 vurgulad\u0131 ve faiz indirimi i\u00e7in net bir iyile\u015fme gerekti\u011fini belirtti; beklentilerin \u00fczerinde gelen \u00dcFE verisi bu g\u00f6r\u00fcn\u00fcm\u00fc destekledi. Orta Do\u011fu\u2019daki enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar petrol fiyatlar\u0131n\u0131 110 dolar\u0131n \u00fczerine ta\u015f\u0131rken, bu durum enflasyon endi\u015felerini art\u0131rarak g\u00fcm\u00fc\u015fte yukar\u0131 y\u00f6nl\u00fc hareketi s\u0131n\u0131rlad\u0131.Destekler: 79,47 \u2013 71,62 \u2013 68,27\u00a0Diren\u00e7ler: 78,67 \u2013 82,02 \u2013 83,87<\/p>\n
Orta Do\u011fu\u2019daki enerji altyap\u0131lar\u0131na y\u00f6nelik yeni sald\u0131r\u0131lar arz kesintisi riskini art\u0131rmas\u0131yla 110 dolar\u0131n \u00fczerine \u00e7\u0131karak y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc. \u0130ran\u2019\u0131n Katar\u2019daki b\u00fcy\u00fck LNG tesisini hedef almas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki aksamalar, sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana petrol fiyatlar\u0131nda yakla\u015f\u0131k y\u00fczde 50\u2019lik art\u0131\u015fa yol a\u00e7t\u0131. ABD taraf\u0131nda Trump\u2019\u0131n Jones Act\u2019i ge\u00e7ici olarak gev\u015fetmesi lojistik maliyetleri d\u00fc\u015f\u00fcrmeyi hedeflese de, piyasada ana belirleyici unsur jeopolitik riskler olmaya devam ediyor.Destekler: 107,74 \u2013 103,62 \u2013 96,20\u00a0Diren\u00e7ler: 115,17 \u2013 119,29 \u2013 126,71<\/p>\n
Orta Do\u011fu\u2019daki enerji altyap\u0131lar\u0131na y\u00f6nelik yeni sald\u0131r\u0131lar arz kesintisi riskini art\u0131rmas\u0131yla 99 dolar\u0131n \u00fczerine \u00e7\u0131karak y\u00fckseli\u015fini yeniden h\u0131zland\u0131rd\u0131. \u0130ran\u2019\u0131n Katar\u2019daki b\u00fcy\u00fck LNG tesisini hedef almas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki aksakl\u0131klar, sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana petrol fiyatlar\u0131nda yakla\u015f\u0131k y\u00fczde 50\u2019lik sert bir art\u0131\u015fa yol a\u00e7t\u0131. ABD taraf\u0131nda Jones Act\u2019in ge\u00e7ici olarak gev\u015fetilmesi lojistik maliyetleri azaltmay\u0131 ama\u00e7lasa da, piyasada fiyatlamay\u0131 belirleyen ana unsur jeopolitik riskler olmaya devam ediyor.Destekler: 93,80 \u2013 88,48 \u2013 85,51\u00a0Diren\u00e7ler: 102,08 \u2013 105,05 \u2013 110,37<\/p>\n
NASDAQ endeksi, artan enflasyon endi\u015feleri ve y\u00fckselen petrol fiyatlar\u0131n\u0131n bask\u0131s\u0131yla y\u00fczde 1,46 gerileyerek teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde zay\u0131f bir g\u00f6r\u00fcn\u00fcm sergiledi. Beklentilerin \u00fczerinde gelen ABD \u00dcFE verisi ve Fed\u2019in faiz indirimi konusunda daha temkinli duru\u015fu, \u00f6zellikle b\u00fcy\u00fcme hisseleri \u00fczerinde bask\u0131 yarat\u0131rken risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131. Vadeli i\u015flemlerde de NASDAQ taraf\u0131nda zay\u0131fl\u0131k s\u00fcrerken, Micron hisselerindeki d\u00fc\u015f\u00fc\u015f teknoloji sekt\u00f6r\u00fcndeki k\u0131r\u0131lganl\u0131\u011f\u0131 daha da belirgin hale getirdi.\u00a0Destekler: 24.161 \u2013 23.930 \u2013 23.521\u00a0Diren\u00e7ler: 24.801 \u2013 25.210 \u2013 25.441<\/p>\n
Dow Jones 30 endeksi, artan enflasyon bask\u0131s\u0131 ve y\u00fckselen petrol fiyatlar\u0131n\u0131n etkisiyle y\u00fczde 1,63 gerileyerek Kas\u0131m ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine indi. Beklentilerin \u00fczerinde gelen ABD \u00dcFE verisi ve Fed\u2019in faiz indirimlerine mesafeli yakla\u015f\u0131m\u0131, sanayi ve de\u011fer hisseleri \u00fczerinde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131. Vadeli i\u015flemlerde de zay\u0131f seyir devam ederken, jeopolitik riskler ve enerji fiyatlar\u0131 Dow \u00fczerindeki ana belirleyici olmaya devam ediyor. Destekler: 45.655 \u2013 45.219 \u2013 44.395\u00a0Diren\u00e7ler: 46.916 \u2013 47.741 \u2013 48.177”<\/p>\n
<\/strong> \u0130stanbul, 19 Mart (Hibya)- Gedik Yat\u0131r\u0131m, Asya piyasalar\u0131n\u0131n Orta Do\u011fu\u2019da enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n petrol fiyatlar\u0131n\u0131 sert \u015fekilde yukar\u0131 ta\u015f\u0131mas\u0131yla birlikte g\u00fc\u00e7l\u00fc bir sat\u0131\u015f dalgas\u0131na girdi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":63436,"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-63435","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\/63435","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=63435"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/63435\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/63436"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=63435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=63435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=63435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"