Gedik Yat\u0131r\u0131m’\u0131n raporunda “K\u00fcresel piyasalarda son iki y\u0131l\u0131n en sert ayl\u0131k sat\u0131\u015f dalgas\u0131, ABD\u2019nin \u0130ran\u2019a ate\u015fkes i\u00e7in ek s\u00fcre tan\u0131mas\u0131yla bir miktar h\u0131z kesse de belirsizlik h\u00e2l\u00e2 y\u00fcksek seyrediyor.” ifadelerine yer verildi.\u00a0<\/p>\n
Raporda Asya borsalar\u0131n\u0131n ilk kay\u0131plar\u0131n\u0131 geri alarak s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle kapan\u0131rken, ABD ve Avrupa vadeli endekslerinin toparlanma sinyali verdi\u011fi, buna kar\u015f\u0131n MSCI D\u00fcnya Endeksinin \u00fc\u00e7 y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en k\u00f6t\u00fc ayl\u0131k performans\u0131na ilerledi\u011fi aktar\u0131ld\u0131.\u00a0<\/p>\n
Raporda ayr\u0131ca \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Petrol fiyatlar\u0131, Trump\u2019\u0131n 10 g\u00fcnl\u00fck ek s\u00fcre karar\u0131 sonras\u0131 bir miktar gerileyerek Brent taraf\u0131nda haftal\u0131k bazda d\u00fc\u015f\u00fc\u015fe y\u00f6nelse de, genel g\u00f6r\u00fcn\u00fcm sava\u015f kaynakl\u0131 arz endi\u015feleri nedeniyle h\u00e2l\u00e2 yukar\u0131 y\u00f6nl\u00fc bask\u0131 alt\u0131nda.<\/p>\n
Piyasalardaki k\u0131r\u0131lganl\u0131k, Orta Do\u011fu\u2019daki jeopolitik risklerin devam etmesiyle s\u00fcr\u00fcyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n fiilen kapal\u0131 kalmas\u0131, k\u00fcresel petrol ak\u0131\u015f\u0131n\u0131 sekteye u\u011fratarak enflasyon beklentilerini yukar\u0131 \u00e7ekiyor ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc zay\u0131flat\u0131yor. ABD\u2019nin b\u00f6lgeye ek asker g\u00f6nderme ihtimali ve taraflar aras\u0131ndaki m\u00fczakerelere dair \u00e7eli\u015fkili a\u00e7\u0131klamalar, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlarken, hafta sonu olas\u0131 bir gerilimin fiyatlanmaya ba\u015fland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Varl\u0131k fiyatlamalar\u0131nda ise enerji \u015foku belirleyici olmaya devam ediyor. Petrol fiyatlar\u0131ndaki y\u00fckseli\u015f, merkez bankalar\u0131n\u0131n faizleri uzun s\u00fcre y\u00fcksek tutabilece\u011fi beklentisini g\u00fc\u00e7lendirirken, ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,4 seviyesine y\u00fckselmi\u015f durumda. Ayn\u0131 d\u00f6nemde dolar yatay seyrederken, yen g\u00fc\u00e7 kazan\u0131yor; alt\u0131n ve hisse senetlerinde ise sat\u0131\u015f bask\u0131s\u0131 dikkat \u00e7ekiyor. Genel tabloya bak\u0131ld\u0131\u011f\u0131nda, piyasalar\u0131n kal\u0131c\u0131 bir toparlanma ya\u015fayabilmesi i\u00e7in H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 ve \u0130ran ile Bat\u0131 aras\u0131nda somut
bir anla\u015fma sa\u011flanmas\u0131 kritik \u00f6nem ta\u015f\u0131yor.<\/p>\n
Euro b\u00f6lgesi<\/p>\n
Avrupa borsalar\u0131, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n enerji altyap\u0131s\u0131na y\u00f6nelik planlanan sald\u0131r\u0131y\u0131 6 Nisan\u2019a ertelemesi ve m\u00fczakerelerin olduk\u00e7a iyi gitti\u011fini belirtmesi sonras\u0131 g\u00fcne pozitif a\u00e7\u0131l\u0131\u015f sinyali veriyor. \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan petrol tankerlerinin ge\u00e7i\u015fine izin vermesi ve ABD\u2019nin b\u00f6lgedeki ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 destekleyecek sigorta program\u0131n\u0131 devreye alacak olmas\u0131, enerji piyasalar\u0131ndaki tansiyonu bir miktar d\u00fc\u015f\u00fcrerek risk i\u015ftah\u0131n\u0131 destekliyor. Buna kar\u015f\u0131n Pentagon\u2019un Orta Do\u011fu\u2019ya ek asker g\u00f6nderme ihtimalini de\u011ferlendirmesi jeopolitik riskleri canl\u0131 tutarken, Euro Stoxx 50 ve Stoxx 600 vadeli i\u015flemlerindeki y\u00fckseli\u015fler s\u0131n\u0131rl\u0131
kal\u0131yor. G\u00fcn i\u00e7inde yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda ise \u0130ngiltere perakende sat\u0131\u015flar\u0131, \u0130spanya enflasyonu ve Fransa istihdam verileri yer alacak.<\/p>\n
T\u00fcrkiye<\/p>\n
Kurda sakin seyirlerin izlendi\u011fi bir g\u00fcn\u00fc daha geride b\u0131rakt\u0131k. Yurt i\u00e7erisinde TCMB br\u00fct rezervleri ge\u00e7en hafta 189,6 milyar dolardan 177,5 milyar dolara gerilerken, net rezervler ise 69 milyar dolardan 57,4 milyar dolara geriledi. Swap hari\u00e7 net rezervler taraf\u0131 da 54,3 milyar dolardan 43,0 milyar dolara d\u00fc\u015ft\u00fc. ABD taraf\u0131nda i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ge\u00e7en hafta 210 bin ile beklentinin hafif alt\u0131nda kald\u0131. Verilerin fiyatlamalara etkisi olmad\u0131 diyebiliriz. Ortado\u011fu\u2019daki sava\u015f devam etmekle birlikte di\u011fer yandan m\u00fczakere \u00e7abalar\u0131 da yak\u0131ndan izlenmekte. G\u00fcn i\u00e7i haber ak\u0131\u015flar\u0131 bu ba\u011flamda izlenmeye devam edilecek. Bug\u00fcn veri ak\u0131\u015f\u0131 bak\u0131m\u0131ndan sakin olup, ABD\u2019de Michigan t\u00fcketici g\u00fcven endeksi izlenecek. Dolar\/TL, bu sabah saat 08:00 itibariyle 44,45 civar\u0131nda hafif y\u00fckseli\u015f e\u011filiminde seyrediyor.”<\/p>\n
<\/strong> \u0130stanbul, 27 Mart (Hibya)- Gedik Yat\u0131r\u0131m, Avrupa borsalar\u0131n\u0131n, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n enerji altyap\u0131s\u0131na y\u00f6nelik planlanan sald\u0131r\u0131y\u0131 6 Nisan\u2019a ertelemesi ve m\u00fczakerelerin olduk\u00e7a iyi gitti\u011fini belirtmesi sonras\u0131 g\u00fcne pozitif a\u00e7\u0131l\u0131\u015f sinyali verdi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":67095,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-67094","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\/67094","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=67094"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/67094\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/67095"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=67094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=67094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=67094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"