Gedik Yat\u0131r\u0131m’\u0131n raporunda k\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne girilirken jeopolitik geli\u015fmelerin belirleyici oldu\u011fu, k\u0131r\u0131lgan ama yukar\u0131 y\u00f6nl\u00fc bir e\u011filimin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.\u00a0<\/p>\n
Rapora g\u00f6re ABD vadeli endekslerinde s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6r\u00fcl\u00fcrken, petrol fiyatlar\u0131n\u0131n 108 dolar civar\u0131nda dengelenmesi ve dolar\u0131n zay\u0131flamas\u0131 risk i\u015ftah\u0131n\u0131 destekleyen unsurlar aras\u0131nda yer al\u0131yor. 10 y\u0131ll\u0131k ABD tahvil faizinin y\u00fczde 4,36 seviyesinde yatay seyretmesi ise piyasalarda temkinli duru\u015fun s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ederken, Avrupa ve Asya piyasalar\u0131n\u0131n bir k\u0131sm\u0131n\u0131n Paskalya tatili nedeniyle kapal\u0131 olmas\u0131 likiditeyi d\u00fc\u015f\u00fcrerek fiyat hareketlerinin daha hassas hale gelmesine neden oluyor.<\/p>\n
Raporda ayr\u0131ca \u015funlar kaydedildi:<\/p>\n
“Piyasalar\u0131n ana oda\u011f\u0131nda \u0130ran ile olas\u0131 bir ate\u015fkes ihtimali bulunuyor. ABD ve m\u00fcttefiklerinin diplomatik giri\u015fimlerini art\u0131rd\u0131\u011f\u0131 ve 45 g\u00fcnl\u00fck ge\u00e7ici bir ate\u015fkes \u00fczerinde
g\u00f6r\u00fc\u015fmeler yap\u0131ld\u0131\u011f\u0131na dair haber ak\u0131\u015f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 k\u0131sa vadede destekliyor. Ancak kaynaklara g\u00f6re \u00f6n\u00fcm\u00fczdeki 48 saat i\u00e7inde anla\u015fma sa\u011flanma ihtimalinin d\u00fc\u015f\u00fck olmas\u0131, bu iyimserli\u011fin kal\u0131c\u0131l\u0131\u011f\u0131na dair soru i\u015faretleri yarat\u0131yor. Ba\u015fkan Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik sert a\u00e7\u0131klamalar\u0131n\u0131 s\u00fcrd\u00fcrmesi, hatta enerji altyap\u0131s\u0131n\u0131 hedef alabilece\u011fine dair s\u00f6ylemleri art\u0131rmas\u0131, piyasalarda a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin halen g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6steriyor. \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7maya y\u00f6nelik \u00e7a\u011fr\u0131lar\u0131 reddetmesi de gerilimin kolay kolay \u00e7\u00f6z\u00fclmeyece\u011fine i\u015faret ediyor.<\/p>\n
Enerji piyasalar\u0131 bu s\u00fcre\u00e7te kritik rol oynamaya devam ediyor. H\u00fcrm\u00fcz Bo\u011faz\u0131, k\u00fcresel petrol ak\u0131\u015f\u0131n\u0131n en \u00f6nemli ge\u00e7i\u015f noktalar\u0131ndan biri oldu\u011fu i\u00e7in burada ya\u015fanabilecek
herhangi bir aksama, petrol fiyatlar\u0131nda sert y\u00fckseli\u015flere ve buna ba\u011fl\u0131 olarak enflasyon
bask\u0131s\u0131n\u0131n artmas\u0131na yol a\u00e7abilir. Bu durum, Fed ba\u015fta olmak \u00fczere b\u00fcy\u00fck merkez
bankalar\u0131n\u0131n faiz indirimi planlar\u0131n\u0131 \u00f6teleme riskini beraberinde getiriyor. Nitekim son d\u00f6nemde artan petrol fiyatlar\u0131 ve jeopolitik riskler, piyasalarda faiz indirim beklentilerinin zay\u0131flamas\u0131na neden olurken, yat\u0131r\u0131mc\u0131lar\u0131n daha temkinli pozisyon almas\u0131na yol a\u00e7\u0131yor.<\/p>\n
Emtia taraf\u0131nda ise alt\u0131n fiyatlar\u0131 s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6sterse de, sava\u015f\u0131n ba\u015flad\u0131\u011f\u0131 \u015eubat sonundan bu yana yakla\u015f\u0131k y\u00fczde 12 gerilemi\u015f olmas\u0131 dikkat \u00e7ekiyor. Bu durum, g\u00fcvenli
liman talebinin enflasyon ve faiz beklentileri kar\u015f\u0131s\u0131nda zay\u0131f kald\u0131\u011f\u0131n\u0131 ortaya koyuyor. \u00d6te yandan H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en gemi trafi\u011finin h\u00e2l\u00e2 normalin olduk\u00e7a alt\u0131nda
seyretmesi ve LNG tankerlerinin b\u00f6lgeden \u00e7\u0131k\u0131\u015f yapmaya ba\u015flamas\u0131, enerji arz\u0131na ili\u015fkin
belirsizli\u011fin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n
Genel olarak bak\u0131ld\u0131\u011f\u0131nda, piyasalarda k\u0131sa vadeli iyimserlik ile y\u00fcksek belirsizlik ayn\u0131 anda fiyatlan\u0131yor. Ate\u015fkes ihtimali risk i\u015ftah\u0131n\u0131 desteklerken, sert siyasi s\u00f6ylemler ve enerji arz\u0131na ili\u015fkin riskler bu iyimserli\u011fi s\u0131n\u0131rl\u0131yor. G\u00fcn i\u00e7inde \u00f6zellikle Trump\u2019\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamalar ve diplomatik temaslardan gelecek haber ak\u0131\u015f\u0131, piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam edecek.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
Twilio (TWLO) hisseleri, Jefferies\u2019in notunu \u201ctut\u201d seviyesinden \u201cal\u201d seviyesine y\u00fckseltmesinin ard\u0131ndan de\u011fer kazand\u0131. Kurum, \u015firketin ses odakl\u0131 yapay zek\u00e2 alan\u0131ndaki rol\u00fcne olan g\u00fcvenin artt\u0131\u011f\u0131n\u0131 belirtti. Analist Samad Samana, yapay zek\u00e2n\u0131n daha aktif kullan\u0131ld\u0131\u011f\u0131 yeni d\u00f6nemde Twilio\u2019nun \u00f6neminin artt\u0131\u011f\u0131n\u0131 ve \u015firketin finansal yap\u0131s\u0131ndaki iyile\u015fmenin hisse de\u011ferini destekleyebilece\u011fini ifade etti. Kurum, hisse i\u00e7in 160 dolar hedef fiyat belirledi ve bu seviyenin mevcut fiyatlara g\u00f6re yakla\u015f\u0131k y\u00fczde 22 y\u00fckseli\u015f potansiyeline i\u015faret etti\u011fini vurgulad\u0131. (Olumlu)<\/p>\n
Netflix (NFLX) hisseler, Goldman Sachs\u2019\u0131n not art\u0131\u015f\u0131 sonras\u0131 y\u00fckseldi. Kurum, hisseyi \u201cn\u00f6tr\u201d seviyeden \u201cal\u201d seviyesine \u00e7\u0131kar\u0131rken hedef fiyat\u0131n\u0131 da 120 dolara y\u00fckseltti. Bu karar\u0131n arkas\u0131nda, son d\u00f6nemdeki zay\u0131f performans sonras\u0131 risk ve getiri dengesinin daha cazip hale gelmesi bulunuyor. Ayr\u0131ca Netflix\u2019in Warner Bros. Discovery varl\u0131klar\u0131n\u0131 sat\u0131n alma plan\u0131ndan vazge\u00e7mesiyle birlikte ana i\u015fine daha fazla odaklanmas\u0131n\u0131n b\u00fcy\u00fcmeyi desteklemesi bekleniyor. Analistler, abone art\u0131\u015f\u0131, fiyatlama g\u00fcc\u00fc ve h\u0131zla b\u00fcy\u00fcyen reklam gelirlerinin \u015firketin gelirlerini g\u00fc\u00e7l\u00fc tutaca\u011f\u0131n\u0131; k\u00e2rl\u0131l\u0131ktaki art\u0131\u015f ve nakit ak\u0131\u015f\u0131ndaki g\u00fc\u00e7lenmenin de hisseyi destekleyebilece\u011fini belirtiyor. Ayr\u0131ca hisse geri al\u0131mlar\u0131n\u0131n yeniden ba\u015flamas\u0131 da hisse ba\u015f\u0131na k\u00e2r i\u00e7in olumlu bir unsur olarak \u00f6ne \u00e7\u0131k\u0131yor. (Olumlu)”<\/p>\n
<\/strong> \u0130stanbul, 6 Nisan (Hibya)- Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne girilirken jeopolitik geli\u015fmelerin belirleyici oldu\u011fu, k\u0131r\u0131lgan ama yukar\u0131 y\u00f6nl\u00fc bir e\u011filimin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":71562,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-71561","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\/71561","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=71561"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/71561\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/71562"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=71561"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=71561"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=71561"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"