Marba\u015f Menkul De\u011ferler’in raporunda, i\u00e7 tarafta d\u00fcn y\u00fczde 0,26 y\u00fckseli\u015fle 12.964 seviyesinden kapanan endekste diplomatik haber ak\u0131\u015f\u0131n\u0131n piyasa \u00fczerindeki anl\u0131k etkisinin g\u00f6rece azald\u0131\u011f\u0131n\u0131 ancak altta yatan risklerin hafiflemedi\u011fi d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc vurguland\u0131. Ate\u015fkes umutlar\u0131 ve Brent petrol\u00fcn 100 dolar alt\u0131na gerilemesine ra\u011fmen endeksin 13.000 b\u00f6lgesini bir t\u00fcrl\u00fc a\u015famamas\u0131n\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n mevcut konjonkt\u00fcrde yukar\u0131 y\u00f6nl\u00fc fiyatlamaya temkinli yakla\u015fmas\u0131na neden oldu\u011funa dikkat \u00e7ekilirken \u015fu bilgiler verildi:<\/p>\n
“CDS primlerindeki y\u00fcksek seyir, \u0130ran’\u0131n do\u011falgaz kesintisinin yaratt\u0131\u011f\u0131 enerji arz g\u00fcvenli\u011fi riski ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n geli\u015fmekte olan piyasalardan \u00e7\u0131k\u0131\u015f e\u011filimi endeks \u00fczerindeki yap\u0131sal bask\u0131y\u0131 s\u00fcrd\u00fcr\u00fcrken, 13.000 \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmad\u0131k\u00e7a toparlanma giri\u015fimlerinin s\u0131n\u0131rl\u0131 kalmaya devam edebilece\u011fini d\u00fc\u015f\u00fcnmekteyiz. A\u015fa\u011f\u0131da ise 12.650 ve 12.400 seviyeleri destek olarak takip etmekteyiz.<\/p>\n
ABD piyasalar\u0131nda d\u00fcnk\u00fc diplomatik iyimserlikle gelen toparlanman\u0131n ard\u0131ndan gece saatlerinde vadeli i\u015flemlerin y\u00fczde 0,1 civar\u0131nda ekside yatay bir seyir izledi\u011fini g\u00f6rmekteyiz. Piyasan\u0131n \u015fu an iki farkl\u0131 tabloyu ayn\u0131 anda fiyatlamaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. Bir tarafta ate\u015fkes haberleri ve Washington’\u0131n arka kanal diplomasisinin tetikledi\u011fi risk i\u015ftah\u0131, di\u011fer tarafta \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131’n\u0131n ABD ile resmi m\u00fczakerelerin g\u00fcndemde olmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131k\u00e7a belirtmesiyle s\u00fcregelen belirsizlik. Brent petrol\u00fcn 102 dolara gerilemesiyle risk priminin bir miktar azald\u0131\u011f\u0131n\u0131 ancak fiyatlaman\u0131n tamamen haber ak\u0131\u015f\u0131na endeksli kalmaya devam etti\u011fini takip ediyoruz. Axios’un ABD ve b\u00f6lgesel arabulucular\u0131n Tahran’dan per\u015fembe g\u00fcn\u00fc gibi erken bir tarihte \u00fcst d\u00fczey g\u00f6r\u00fc\u015fmeler i\u00e7in yan\u0131t bekledi\u011fini aktarmas\u0131 bug\u00fcn piyasan\u0131n odak noktas\u0131 olacak. D\u00f6rt haftal\u0131k d\u00fc\u015f\u00fc\u015f serisini k\u0131rmaya yakla\u015fan endekslerin bu toparlanmay\u0131 koruyup koruyamayaca\u011f\u0131n\u0131n diplomatik cepheden gelecek somut ad\u0131mlara ba\u011fl\u0131 oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz. Bug\u00fcn a\u00e7\u0131klanacak haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131 takip edece\u011fiz. Kurumsal tarafta ise Super Micro Computer’\u0131n \u00c7in’e yasad\u0131\u015f\u0131 Nvidia \u00e7ip sat\u0131\u015f\u0131 iddialar\u0131yla a\u00e7\u0131lan toplu dava ve hisselerdeki y\u00fczde 33’l\u00fck sert d\u00fc\u015f\u00fc\u015f\u00fcn teknoloji sekt\u00f6r\u00fcndeki ihracat kontrol risklerini g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131n\u0131 not ediyoruz.<\/p>\n
Asya-Pasifik piyasalar\u0131nda son d\u00f6nemdeki sert sat\u0131\u015flar\u0131n ard\u0131ndan borsalar bug\u00fcn itibar\u0131yla kar\u0131\u015f\u0131k ancak toparlanma e\u011filimli bir g\u00f6r\u00fcn\u00fcm sergilerken, teknik anlamda bir rahatlama dikkat \u00e7ekiyor. \u00d6zellikle enerji \u015fokunun etkisinin k\u0131smen hafiflemesi ve petrol fiyatlar\u0131nda g\u00f6r\u00fclen ge\u00e7ici duraklama risk i\u015ftah\u0131n\u0131 destekleyen unsurlar aras\u0131nda yer ald\u0131. B\u00f6lgesel makro tarafta, IFM Investors yapay zeka yat\u0131r\u0131mlar\u0131 ve enerji d\u00f6n\u00fc\u015f\u00fcm\u00fcn\u00fcn uzun s\u00fcreli enflasyon bask\u0131s\u0131 yarataca\u011f\u0131n\u0131 vurgularken, S&P Global Asya-Pasifik b\u00f6lgesi i\u00e7in b\u00fcy\u00fcme tahminini yukar\u0131 y\u00f6nl\u00fc revize etti. Bununla birlikte, dijital ekonominin b\u00f6lge genelinde b\u00fcy\u00fcmenin ana motoru olmaya devam etti\u011fi \u00f6ne \u00e7\u0131karken, Japonya\u2019da \u015eubat ay\u0131 Hizmet \u00dcFE verisinin y\u00fczde 2,70\u2019e y\u00fckselmesi (\u00f6nceki y\u00fczde 2,60) fiyat bask\u0131lar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti.<\/p>\n
Avrupa taraf\u0131nda haber ak\u0131\u015f\u0131nda jeopolitik ve makro ba\u015fl\u0131klar \u00f6ne \u00e7\u0131karken, AB Konseyi Ba\u015fkan\u0131 Costa \u0130srail\u2019in L\u00fcbnan\u2019daki sald\u0131r\u0131lar\u0131n\u0131 durdurmas\u0131 gerekti\u011fini belirtirken Almanya taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamada fiyatlar\u0131 yeniden kontrol alt\u0131na alman\u0131n en iyi yolunun \u0130ran\u2019daki sava\u015f\u0131n sona ermesi oldu\u011fu vurguland\u0131. ABD-\u0130ran-\u0130srail hatt\u0131nda devam eden gerilim ve enerji arz\u0131na y\u00f6nelik riskler b\u00f6lge ekonomisi a\u00e7\u0131s\u0131ndan kritik bir unsur olmaya devam ederken, bu geli\u015fmelerin \u00f6zellikle enerji fiyatlar\u0131 ve enflasyon beklentileri \u00fczerinden Avrupa\u2019ya yans\u0131d\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Piyasa taraf\u0131nda Avrupa borsalar\u0131 d\u00fcn\u00fc y\u00fckseli\u015fle tamamlarken, makro cephede Fransa Merkez Bankas\u0131 b\u00fcy\u00fcme tahminini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize ederken enflasyonun h\u0131zlanaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Almanya\u2019da sanayi \u00fcretimi Ocak ay\u0131nda ayl\u0131k y\u00fczde 0,5 daral\u0131rken, k\u00fcresel tarafta Avrupa\u2019da merkez bankalar\u0131 haftas\u0131nda ECB ve BOE kararlar\u0131n\u0131n piyasalar\u0131n oda\u011f\u0131nda oldu\u011fu takip ediliyor.<\/p>\n
Emtialar Brent petrol\u00fcn diplomatik sinyallerle 102 dolara gerilemesine ra\u011fmen \u0130ran’\u0131n m\u00fczakere iddialar\u0131n\u0131 reddetmesiyle fiyatlaman\u0131n tamamen haber ak\u0131\u015f\u0131na endeksli kalmaya devam etti\u011fini g\u00f6rmekteyiz. Alt\u0131nda ise dokuz seansl\u0131k d\u00fc\u015f\u00fc\u015f serisinin ard\u0131ndan 4.400 dolar civar\u0131nda dip aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc, Fed’in \u015fahin duru\u015fu ve g\u00fc\u00e7lenen dolar\u0131n bask\u0131s\u0131n\u0131n hafiflememesi nedeniyle toparlanma giri\u015fimlerinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 takip ediyoruz.”<\/p>\n
<\/strong> \u0130stanbul, 26 Mart (Hibya) – Marba\u015f Menkul De\u011ferler, alt\u0131nda dokuz seansl\u0131k d\u00fc\u015f\u00fc\u015f serisinin ard\u0131ndan 4.400 dolar
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"
\ncivar\u0131nda dip aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":66402,"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-66401","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\/66401","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=66401"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/66401\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/66402"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=66401"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=66401"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=66401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}