B\u00fcltende, Asya piyasalar\u0131n\u0131n Wall Street\u2019te \u00f6zellikle teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc y\u00fckseli\u015fin etkisiyle pozitif seyretti\u011fi ifade edildi. ABD-\u0130ran aras\u0131nda yeniden ba\u015flayabilecek g\u00f6r\u00fc\u015fmelere y\u00f6nelik iyimserli\u011fin risk i\u015ftah\u0131n\u0131 destekledi\u011fi belirtildi.<\/p>\n
Halk Yat\u0131r\u0131m analizine g\u00f6re, MSCI Asya endeksinde y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc, yapay zeka temal\u0131 talep beklentisiyle yar\u0131 iletken hisselerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131. G\u00fcney Kore\u2019de KOSPI endeksinin y\u00fczde 3\u2019\u00fcn \u00fczerinde y\u00fckselerek rekor seviyelere yakla\u015ft\u0131\u011f\u0131, SK Hynix ve Samsung Electronics hisselerindeki g\u00fc\u00e7l\u00fc performans\u0131n dikkat \u00e7ekti\u011fi kaydedildi. Japonya\u2019da Nikkei 225 endeksinin yakla\u015f\u0131k y\u00fczde 1 y\u00fckseli\u015fle tarihi zirvelerine yak\u0131n seyrini korudu\u011fu, \u00c7in ve Hong Kong piyasalar\u0131nda ise s\u0131n\u0131rl\u0131 y\u00fckseli\u015flerin izlendi\u011fi ifade edildi.<\/p>\n
Jeopolitik tarafta ABD\u2019nin \u0130ran limanlar\u0131na y\u00f6nelik deniz ablukas\u0131na ra\u011fmen diplomatik temaslar\u0131n yeniden ba\u015flayabilece\u011fine ili\u015fkin sinyallerin petrol fiyatlar\u0131nda geri \u00e7ekilmeye neden oldu\u011fu, bunun da enflasyon bask\u0131lar\u0131n\u0131 hafifleterek hisse piyasalar\u0131n\u0131 destekledi\u011fi belirtildi. ABD\u2019de \u00fcretici fiyatlar\u0131n\u0131n beklentilerin alt\u0131nda kalmas\u0131n\u0131n maliyet y\u00f6nl\u00fc enflasyon bask\u0131lar\u0131n\u0131n zay\u0131flayabilece\u011fine i\u015faret etti\u011fi ve k\u00fcresel risk i\u015ftah\u0131n\u0131 g\u00fc\u00e7lendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Genel g\u00f6r\u00fcn\u00fcmde teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yukar\u0131 y\u00f6nl\u00fc e\u011filimin korundu\u011fu, ancak jeopolitik geli\u015fmeler ve enerji fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam etti\u011fi ifade edildi. ABD vadeli endekslerinin ise bu sabah a\u011f\u0131rl\u0131kl\u0131 olarak al\u0131c\u0131l\u0131 seyir izledi\u011fi kaydedildi.<\/p>\n
Bug\u00fcn ABD\u2019de Nisan ay\u0131na ili\u015fkin Empire imalat endeksi, Mart ay\u0131na ili\u015fkin ihracat ve ithalat fiyat endeksleri, \u00e7ekirdek ithalat fiyat endeksi, NAHB konut piyasas\u0131 endeksi ve Fed\u2019in Bej Kitap raporunun takip edilece\u011fi belirtildi. Empire imalat endeksinin son veride -0,2 seviyesinde bulundu\u011fu, NAHB konut piyasas\u0131 endeksinin ise 38 seviyesinde oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Fed\u2019in Bej Kitap raporunun, artan jeopolitik belirsizlikleri \u00f6ne \u00e7\u0131karabilece\u011fi ve \u00f6nceki d\u00f6neme k\u0131yasla daha temkinli bir ekonomik g\u00f6r\u00fcn\u00fcm sunabilece\u011fi ifade edildi.<\/p>\n
Gelecek g\u00fcndemde ise ABD\u2019de Nisan ay\u0131na ili\u015fkin New York Fed hizmetler i\u015f aktivitesi, Philadelphia Fed i\u015f g\u00f6r\u00fcn\u00fcm\u00fc, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, sanayi \u00fcretimi ve kapasite kullan\u0131m oran\u0131 verileri ile Fed \u00fcyesi Williams\u2019\u0131n konu\u015fmas\u0131n\u0131n takip edilece\u011fi belirtildi.<\/p>\n
Tahvil ve d\u00f6viz piyasalar\u0131<\/p>\n
g\u00fcnl\u00fck b\u00fcltene g\u00f6re, k\u00fcresel ve yurt i\u00e7i piyasalarda tahvil ve d\u00f6viz taraf\u0131nda fiyatlamalar veri ak\u0131\u015f\u0131 ve risk i\u015ftah\u0131ndaki de\u011fi\u015fimlere paralel olarak \u015fekillenmeye devam ediyor.<\/p>\n
B\u00fcltende, ABD\u2019de Mart ay\u0131nda \u00dcFE\u2019nin y\u00fczde 0,5, \u00e7ekirdek \u00dcFE\u2019nin ise y\u00fczde 0,1 art\u0131\u015f kaydetti\u011fi, verilerin ard\u0131ndan tahvil piyasalar\u0131nda al\u0131c\u0131l\u0131 seyrin izlendi\u011fi ifade edildi. G\u00fcn i\u00e7inde ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin 2 baz puan azal\u0131\u015fla y\u00fczde 4,28\u2019e, Almanya 10 y\u0131ll\u0131k tahvil faizinin ise 5 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 3,04 seviyesine geriledi\u011fi belirtildi.<\/p>\n
T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k CDS risk priminin 6 baz puan azal\u0131\u015fla 232 seviyesine geriledi\u011fi, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond\u2019un ise 12 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 6,91 seviyesinden i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
D\u00f6viz piyasalar\u0131nda maj\u00f6r para birimlerinin ABD dolar\u0131 kar\u015f\u0131s\u0131nda de\u011fer kazand\u0131\u011f\u0131, dolar endeksinin 97,996 seviyesine geriledi\u011fi, EUR\/USD paritesinin 1,1803 seviyesine y\u00fckseldi\u011fi ifade edildi. Dolar\/TL spot kurunun ise 44,72 seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Yurt i\u00e7i piyasalarda TL tahvillerde al\u0131c\u0131l\u0131 seyrin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, 2 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin 82 baz puan azal\u0131\u015fla y\u00fczde 39,89\u2019a, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin ise 30 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 32,23 seviyesine geriledi\u011fi belirtildi. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacminin 28,3 milyar TL\u2019ye y\u00fckseldi\u011fi ifade edildi.<\/p>\n
Hazine\u2019nin, Nisan 2027 vadeli ABD dolar\u0131 cinsi tahvilin do\u011frudan sat\u0131\u015f\u0131ndan y\u0131ll\u0131k y\u00fczde 4,46 faiz oran\u0131 ile 1 milyar 591 milyon dolar bor\u00e7land\u0131\u011f\u0131, Nisan 2028 vadeli alt\u0131n tahvilinin do\u011frudan sat\u0131\u015f\u0131ndan y\u0131ll\u0131k y\u00fczde 0,80 faiz oran\u0131 ile 42 milyar 922 milyon TL, alt\u0131na dayal\u0131 kira sertifikas\u0131n\u0131n do\u011frudan sat\u0131\u015f\u0131ndan ise yine y\u00fczde 0,80 kira oran\u0131 ile 72 milyar 888 milyon TL bor\u00e7land\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7i haberler<\/p>\n
B\u00fcltende, Sanayi ve Teknoloji Bakan\u0131 Mehmet Fatih Kac\u0131r\u2019\u0131n T\u00fcrkiye Bankalar Birli\u011fi Y\u00f6netim Kurulu ile ger\u00e7ekle\u015ftirdi\u011fi toplant\u0131da sanayi ve teknoloji politikalar\u0131n\u0131 destekleyen finansman ara\u00e7lar\u0131n\u0131n ele al\u0131nd\u0131\u011f\u0131 belirtildi. K\u00fcresel ekonomik zorluklara ra\u011fmen yat\u0131r\u0131m ve \u00fcretim art\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fcr\u00fclece\u011fi vurgulan\u0131rken, y\u00fcksek teknoloji yat\u0131r\u0131mlar\u0131, KOB\u0130 ve giri\u015fimcilik destekleri ile ye\u015fil-dijital d\u00f6n\u00fc\u015f\u00fcm odakl\u0131 te\u015fviklerin \u00f6n planda oldu\u011fu ifade edildi.<\/p>\n
Toplant\u0131da HIT-30, YTAK ve Teknoloji Hamlesi programlar\u0131 kapsam\u0131nda finansmana eri\u015fimin g\u00fc\u00e7lendirilmesine y\u00f6nelik ad\u0131mlar\u0131n de\u011ferlendirildi\u011fi, sanayi ve giri\u015fimcilik ekosistemine y\u00f6nelik desteklerin art\u0131r\u0131lmas\u0131n\u0131n hedeflendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Uluslararas\u0131 Para Fonu\u2019nun (IMF) Nisan 2026 D\u00fcnya Ekonomik G\u00f6r\u00fcn\u00fcm raporunda ise T\u00fcrkiye\u2019ye ili\u015fkin b\u00fcy\u00fcme tahmininin a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilerek 2026 y\u0131l\u0131 i\u00e7in y\u00fczde 3,7\u2019den y\u00fczde 3,4\u2019e \u00e7ekildi\u011fi ifade edildi. Revizyonda 2025 y\u0131l\u0131 b\u00fcy\u00fcmesinin beklentilerin alt\u0131nda kalmas\u0131 ve artan enerji fiyatlar\u0131n\u0131n ekonomik aktivite \u00fczerindeki bask\u0131s\u0131n\u0131n etkili oldu\u011fu belirtildi.<\/p>\n
Raporda T\u00fcrkiye ekonomisinin 2027 y\u0131l\u0131nda y\u00fczde 3,5 b\u00fcy\u00fcmesinin beklendi\u011fi, enflasyonun 2025\u2019te y\u00fczde 34,9 seviyesinden 2026\u2019da y\u00fczde 28,6\u2019ya ve 2027\u2019de y\u00fczde 21,4\u2019e gerilemesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi. Cari a\u00e7\u0131\u011f\u0131n GSYH\u2019ye oran\u0131n\u0131n 2026\u2019da y\u00fczde -2,8 seviyesinde ger\u00e7ekle\u015fmesinin beklendi\u011fi, i\u015fsizlik oran\u0131n\u0131n ise 2025 ve 2026\u2019da y\u00fczde 8,3, 2027\u2019de ise y\u00fczde 8,7 seviyesinde olmas\u0131n\u0131n tahmin edildi\u011fi aktar\u0131ld\u0131.<\/p>\n
IMF\u2019nin k\u00fcresel b\u00fcy\u00fcme beklentisini ise Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n etkisiyle 2026 y\u0131l\u0131 i\u00e7in y\u00fczde 3,3\u2019ten y\u00fczde 3,1\u2019e indirdi\u011fi ifade edildi.<\/p>\n
Yurt d\u0131\u015f\u0131 haberler<\/p>\n
B\u00fcltende, Amazon\u2019un uydu ileti\u015fim pazar\u0131ndaki varl\u0131\u011f\u0131n\u0131 g\u00fc\u00e7lendirmek amac\u0131yla Globalstar\u2019\u0131 11,57 milyar dolar kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131n almak \u00fczere anla\u015fmaya vard\u0131\u011f\u0131 belirtildi. Bu ad\u0131m\u0131n, Jeff Bezos liderli\u011finde Amazon ile SpaceX\u2019in Starlink projesi aras\u0131nda al\u00e7ak y\u00f6r\u00fcnge uydu internet pazar\u0131nda rekabeti art\u0131raca\u011f\u0131 ifade edildi.<\/p>\n
Sat\u0131n alman\u0131n Amazon\u2019un uydu operasyonlar\u0131, altyap\u0131 ve spektrum lisanslar\u0131n\u0131 b\u00fcnyesine katmas\u0131n\u0131 sa\u011flayaca\u011f\u0131, \u201cAmazon Leo\u201d projesinin do\u011frudan cihazlara hizmet sunabilecek \u015fekilde geni\u015fletilmesinin hedeflendi\u011fi aktar\u0131ld\u0131. SpaceX\u2019in 10 bini a\u015fk\u0131n uyduyla 150\u2019den fazla \u00fclkede faaliyet g\u00f6stermesinin rekabette mevcut dengeyi ortaya koydu\u011fu, Amazon\u2019un ise \u00f6l\u00e7eklenme s\u00fcrecini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Avrupa taraf\u0131nda Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n a\u00e7\u0131klamalar\u0131na yer verildi. Lagarde\u2019\u0131n, Euro B\u00f6lgesi ekonomisinin Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n etkisiyle baz senaryo ile daha olumsuz senaryo aras\u0131nda bir noktada bulundu\u011funu ifade etti\u011fi belirtildi.<\/p>\n
Lagarde\u2019\u0131n para politikas\u0131nda belirgin bir s\u0131k\u0131la\u015fma e\u011filimi \u00f6ng\u00f6r\u00fclmedi\u011fini, kararlar\u0131n veri odakl\u0131 \u015fekilde al\u0131nmaya devam edilece\u011fini vurgulad\u0131\u011f\u0131 aktar\u0131ld\u0131. Artan enerji maliyetleri ve zay\u0131flayan ekonomik g\u00fcvenin enflasyon \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu\u011funa dikkat \u00e7ekildi.<\/p>\n
B\u00fcltende, ABD Hazine Bakanl\u0131\u011f\u0131\u2019n\u0131n denizde bekleyen \u0130ran petrol\u00fcn\u00fcn sat\u0131\u015f\u0131na izin veren ge\u00e7ici lisans\u0131n s\u00fcresi doldu\u011funda yenilenmeyece\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. Bu ad\u0131m\u0131n, \u0130ran\u2019a y\u00f6nelik \u201cazami bask\u0131\u201d politikas\u0131n\u0131n devam\u0131 niteli\u011finde oldu\u011fu ifade edildi.<\/p>\n
A\u00e7\u0131klamada, \u0130ran\u2019\u0131n faaliyetlerini destekleyen yabanc\u0131 finans kurulu\u015flar\u0131na y\u00f6nelik ikincil yapt\u0131r\u0131mlar\u0131n da devreye al\u0131nabilece\u011fi vurgulan\u0131rken, mevcut lisans kapsam\u0131nda yaln\u0131zca 20 Mart \u00f6ncesinde gemilere y\u00fcklenen petrol ve \u00fcr\u00fcnlerin sat\u0131\u015f\u0131na ge\u00e7ici olarak izin verildi\u011fi, bu iznin ise 19 Nisan itibar\u0131yla sona erece\u011fi aktar\u0131ld\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmenin \u0130ran petrol arz\u0131na y\u00f6nelik belirsizlikleri art\u0131rarak k\u00fcresel enerji piyasalar\u0131nda arz y\u00f6nl\u00fc riskleri canl\u0131 tutabilece\u011fi de\u011ferlendirildi.<\/p>\n
ABD Ba\u015fkan\u0131\u00a0Donald Trump ise ABD-\u0130srail ile \u0130ran aras\u0131nda devam eden \u00e7at\u0131\u015fmaya ili\u015fkin yapt\u0131\u011f\u0131 a\u00e7\u0131klamada s\u00fcrecin sona ermeye olduk\u00e7a yak\u0131n oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n
Fox News\u2019e verdi\u011fi r\u00f6portajda de\u011ferlendirmelerde bulunan Trump, sava\u015f\u0131n tamamen bitip bitmedi\u011fine dair kesin bir ifade kullanmazken, taraflar\u0131n bir anla\u015fmaya ula\u015fma iste\u011finin g\u00fc\u00e7l\u00fc oldu\u011funu belirtti.<\/p>\n
Ayr\u0131ca ABD\u2019nin askeri m\u00fcdahalede bulunmamas\u0131 halinde \u0130ran\u2019\u0131n n\u00fckleer silah kapasitesine ula\u015fabilece\u011fini \u00f6ne s\u00fcren Trump, \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde taraflar aras\u0131nda yeni g\u00f6r\u00fc\u015fmelerin ger\u00e7ekle\u015febilece\u011fini dile getirdi.<\/p>\n
Aksa Enerji (AKSEN, Pozitif), \u015eirketin, Afrika\u2019daki santral projelerinin finansman\u0131 kapsam\u0131nda Africa Finance Corporation (AFC) ile daha \u00f6nce imzalanan 150 milyon ABD dolar\u0131 tutar\u0131ndaki krediye ek olarak, 13 Nisan 2026 tarihinde 2032 vadeli 300 milyon ABD dolar\u0131 tutar\u0131nda yeni bir kredi s\u00f6zle\u015fmesi imzalad\u0131\u011f\u0131 belirtildi.<\/p>\n
Astor Enerji (ASTOR, Pozitif), \u015eirketin, TE\u0130A\u015e taraf\u0131ndan d\u00fczenlenen 4 adet mobil trafo merkezi ve 4 adet OG \u00fcnitesi ile yedek malzemelerin teminine ili\u015fkin ihalede, 816 milyon TL tutar\u0131ndaki k\u0131s\u0131m i\u00e7in en avantajl\u0131 teklifi sunarak ilk s\u0131rada yer ald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Mavi Giyim (MAVI, N\u00f6tr), \u015eirket taraf\u0131ndan 14\/04\/2026 tarihinde Borsa \u0130stanbul\u2019da pay ba\u015f\u0131na 43,16 TL fiyattan toplam 339 TL nominal de\u011ferli MAVI B Grubu pay senedinin geri al\u0131nd\u0131\u011f\u0131 ifade edildi. Bu i\u015flemle birlikte bug\u00fcne kadar geri al\u0131nan toplam B grubu pay say\u0131s\u0131n\u0131n 12.400.339 adede ula\u015ft\u0131\u011f\u0131 ve s\u00f6z konusu paylar\u0131n sermayeye oran\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 1,56 oldu\u011fu belirtildi.<\/p>\n
Efor (EFOR, N\u00f6tr), \u015eirket taraf\u0131ndan 14\/04\/2026 tarihinde pay ba\u015f\u0131na 5,89 \u2013 5,93 TL fiyat aral\u0131\u011f\u0131ndan toplam 1.000.000 adet EFOR pay\u0131n\u0131n geri al\u0131m\u0131n\u0131n ger\u00e7ekle\u015ftirildi\u011fi aktar\u0131ld\u0131. Bu i\u015flemle birlikte 14\/04\/2026 tarihi itibar\u0131yla geri al\u0131nan paylar\u0131n sermayeye oran\u0131n\u0131n y\u00fczde 0,82089 seviyesine ula\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
EKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"
\u0130stanbul, 15 Nisan (Hibya)- Halk Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltene g\u00f6re, k\u00fcresel piyasalarda risk i\u015ftah\u0131 teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde g\u00fc\u00e7lenirken, jeopolitik geli\u015fmeler ve makro veri ak\u0131\u015f\u0131 fiyatlamalar \u00fczerinde etkili olmaya devam ediyor.<\/p>\n","protected":false},"author":911,"featured_media":72091,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-72090","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/72090","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\/911"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=72090"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/72090\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/72091"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=72090"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=72090"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=72090"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}