Ahlatc\u0131 Yat\u0131r\u0131m’\u0131n raporunda bu sabah CDS’nin 312,93 band\u0131nda seyretti\u011fi belirtildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Borsa \u0130stanbul\u2019da sat\u0131c\u0131l\u0131 a\u00e7\u0131l\u0131\u015f beklentimizle beraber 12983 band\u0131n\u0131 destek, 13111 seviyesini diren\u00e7 noktas\u0131 olarak takip ediyoruz.<\/p>\n
Haftan\u0131n son i\u015flem g\u00fcn\u00fcnde Borsa \u0130stanbul 100 Endeksi -0,51% seviyesinde negatif bir g\u00f6r\u00fcn\u00fcm sunmu\u015ftur. G\u00fcnl\u00fck Model Portf\u00f6y\u00fcm\u00fcz ise 0,23% pozitif getiri sunarak, endeksten relatif +0,74 pozitif ayr\u0131\u015fm\u0131\u015ft\u0131r.<\/p>\n
K\u00fcresel Piyasalar: ABD-\u0130ran sava\u015f\u0131n\u0131n uzamas\u0131 ve taraflar\u0131n diplomatik \u00e7\u00f6z\u00fcmden uzak g\u00f6r\u00fcn\u00fcm\u00fc jeopolitik riskleri y\u00fcksek tutmaya devam ediyor. Brent petrol\u00fcn 100 dolar \u00fczerindeki seyrini korumas\u0131 k\u00fcresel enflasyon endi\u015felerini yeniden \u00f6n plana \u00e7\u0131kar\u0131rken, bu durum y\u0131l\u0131n ba\u015f\u0131ndan itibaren merkez bankalar\u0131na y\u00f6nelik faiz indirimi beklentilerinin \u00f6telenmesine neden oluyor. Bu \u00e7er\u00e7evede s\u0131k\u0131 para politikalar\u0131n\u0131n daha uzun s\u00fcre devam etmesi olas\u0131l\u0131\u011f\u0131 g\u00fc\u00e7 kazan\u0131yor.<\/p>\n
Sava\u015f\u0131n d\u00f6rd\u00fcnc\u00fc haftaya girmesiyle birlikte s\u00fcrecin beklenenden uzun s\u00fcrebilece\u011fine y\u00f6nelik beklentiler g\u00fc\u00e7 kazan\u0131rken, ABD ve \u0130ran\u2019dan gelen kar\u015f\u0131l\u0131kl\u0131 a\u00e7\u0131klamalar H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden enerji arz\u0131na y\u00f6nelik riskleri art\u0131r\u0131yor. Petrol fiyatlar\u0131n\u0131n y\u00fcksek seyrini korumas\u0131 faiz indirimi beklentilerini zay\u0131flat\u0131rken, k\u00fcresel enflasyon bask\u0131s\u0131n\u0131 yeniden \u00f6n plana \u00e7\u0131kar\u0131yor.<\/p>\n
Sava\u015f\u0131n uzamas\u0131 ve enerji fiyatlar\u0131ndaki y\u00fckseli\u015f k\u00fcresel borsalar \u00fczerinde bask\u0131 olu\u015ftururken, faiz indirim beklentilerinin zay\u0131flamas\u0131 ve dolar endeksindeki g\u00fc\u00e7lenme emtia fiyatlar\u0131nda geri \u00e7ekilmeyi beraberinde getiriyor. Artan faiz beklentileriyle birlikte alt\u0131n fiyatlar\u0131nda sert geri \u00e7ekilme dikkat \u00e7ekerken, riskten ka\u00e7\u0131\u015f e\u011filimi k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131r\u0131yor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na y\u00f6nelik belirsizlikler k\u00fcresel fiyatlamalar a\u00e7\u0131s\u0131ndan ana belirleyici olmaya devam ediyor.<\/p>\n
Bu hafta ekonomik takvimde Euro B\u00f6lgesi PMI verileri, Birle\u015fik Krall\u0131k T\u00dcFE ve ABD i\u015fsizlik haklar\u0131ndan yararlanma ba\u015fvurular\u0131 k\u00fcresel fiyatlamalar a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kan veri ba\u015fl\u0131klar\u0131 aras\u0131nda yer al\u0131yor.<\/p>\n
Yurti\u00e7i Piyasalar: Borsa \u0130stanbul\u2019da bayram \u00f6ncesi haftada 13.000 seviyesi \u00fczerindeki tutunma korunurken, i\u015flemlerin 3,5 g\u00fcn ile s\u0131n\u0131rl\u0131 kalmas\u0131 nedeniyle d\u00fc\u015f\u00fck hacimli ve temkinli bir g\u00f6r\u00fcn\u00fcm izlenmi\u015fti. Ancak yurt i\u00e7i piyasalar kapal\u0131yken ABD-\u0130ran hatt\u0131nda artan gerilim ve sava\u015f\u0131n s\u00fcresine ili\u015fkin belirsizlik k\u00fcresel risk i\u015ftah\u0131n\u0131 zay\u0131flat\u0131rken, k\u00fcresel borsalarda sat\u0131\u015f bask\u0131s\u0131 \u00f6ne \u00e7\u0131kt\u0131. Bu g\u00f6r\u00fcn\u00fcm\u00fcn yeni haftada Borsa \u0130stanbul\u2019a da yans\u0131mas\u0131yla birlikte a\u00e7\u0131l\u0131\u015f itibar\u0131yla bask\u0131l\u0131 bir seyir izlenmesi olas\u0131 g\u00f6r\u00fcn\u00fcyor.BIST100 endeksinde 13.000 seviyesi \u00fczerindeki kal\u0131c\u0131l\u0131k kritik \u00f6nem ta\u015f\u0131maya devam ederken, k\u00fcresel risklerin y\u00fcksek seyrini korudu\u011fu mevcut konjonkt\u00fcrde bu seviyede tutunman\u0131n ne \u00f6l\u00e7\u00fcde s\u00fcrd\u00fcr\u00fclebilece\u011fi belirsizli\u011fini koruyor. Sava\u015f temas\u0131yla birlikte enerji, petrol ve savunma sekt\u00f6rleri g\u00f6rece pozitif ayr\u0131\u015f\u0131rken, g\u0131da sekt\u00f6r\u00fc defansif yap\u0131s\u0131yla \u00f6ne \u00e7\u0131k\u0131yor. Buna kar\u015f\u0131n havac\u0131l\u0131k, holding, sanayi ve \u00f6zellikle bankac\u0131l\u0131k sekt\u00f6rlerinde risk alg\u0131s\u0131na ba\u011fl\u0131 olarak daha zay\u0131f bir g\u00f6r\u00fcn\u00fcm izlenebilir.<\/p>\n
\u00d6te yandan k\u00fcresel risk primindeki art\u0131\u015fla birlikte T\u00fcrkiye risk priminde de y\u00fckseli\u015f dikkat \u00e7ekiyor. Y\u0131l\u0131n ba\u015f\u0131nda 200 baz puan seviyelerine kadar gerileyen CDS\u2019in 310 baz puan seviyelerine y\u00fckselmesi, risk alg\u0131s\u0131ndaki bozulmay\u0131 teyit ederken \u00f6zellikle bankac\u0131l\u0131k sekt\u00f6r\u00fc \u00fczerinde bask\u0131 olu\u015fturmaya devam ediyor. Genel g\u00f6r\u00fcn\u00fcmde fiyatlamalar b\u00fcy\u00fck \u00f6l\u00e7\u00fcde k\u00fcresel haber ak\u0131\u015flar\u0131na duyarl\u0131 kalmay\u0131 s\u00fcrd\u00fcr\u00fcrken, ABD-\u0130ran hatt\u0131ndaki geli\u015fmeler, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin belirsizlikler ve Brent petrol\u00fcn 100 dolar \u00fczerindeki seyrinin devam\u0131 hisse senetleri \u00fczerinde bask\u0131 unsuru olmaya devam edecektir.”<\/p>\n
<\/strong> \u0130stanbul, 23 Mart (Hibya)- Ahlatc\u0131 Yat\u0131r\u0131m, bu sabah CDS’nin 312,93 band\u0131nda seyretti\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":64827,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-64826","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\/64826","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=64826"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/64826\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/64827"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=64826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=64826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=64826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"