Halk Yat\u0131r\u0131m'\u0131n analizinde \u015fu ifadelere yer verildi:<\/p>\n
''\u00a0Asya-Pasifik piyasalar\u0131, bu sabah ABD piyasalar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan, yapay zeka devi Nvidia\u2019n\u0131n bu hafta a\u00e7\u0131klanacak \u00f6nemli bilan\u00e7osu \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n teknoloji hisselerini elden \u00e7\u0131karmas\u0131yla sat\u0131c\u0131l\u0131 seyir izliyor. Japonya\u2019da Nikkei endeksi y\u00fczde 2,84 kay\u0131pla teknoloji sekt\u00f6r\u00fc hisselerinin yo\u011fun sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kalarak, Asya\u2019daki kay\u0131plara \u00f6nc\u00fcl\u00fck ediyor. Hang Seng y\u00fczde 1,75, Shanghai y\u00fczde 0,56, Kospi y\u00fczde 3,06 ile sat\u0131c\u0131l\u0131 seyir izliyor. Asset Management One ba\u015f stratejisti Hitoshi Asaoka, “Y\u00fcksek de\u011ferli teknoloji hisseleri riskten ka\u00e7\u0131\u015f modunda tipik olarak sat\u0131l\u0131yor” dedi. Hat\u0131rlatmak gerekirse, \u00c7in\u2019in vatanda\u015flar\u0131na Japonya\u2019ya seyahat uyar\u0131s\u0131 yapmas\u0131, perakende sekt\u00f6r\u00fcnde \u00f6nceki g\u00fcn sert sat\u0131\u015flara yol a\u00e7m\u0131\u015ft\u0131.<\/p>\n
ABD vadelilerinde bu sabah sat\u0131c\u0131l\u0131 seyir izleniyor. ABD\u2019de bug\u00fcn sanayi \u00fcretimi, fabrika sipari\u015fleri ve NAHB konut piyasas\u0131 endeksi verileri takip edilecek. Piyasa beklentilerine g\u00f6re sanayi \u00fcretiminin Kas\u0131m ay\u0131nda bir \u00f6nceki aya g\u00f6re de\u011fi\u015fim g\u00f6stermemesi \u00f6ng\u00f6r\u00fcl\u00fcrken, NAHB konut piyasas\u0131 endeksinin Kas\u0131m ay\u0131nda 36 seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor. Fabrika sipari\u015fleri A\u011fustos ay\u0131nda piyasa beklentisine g\u00f6re y\u00fczde 1,4 y\u00fckseli\u015f, \u00e7ekirdek fabrika sipari\u015flerin ise y\u00fczde 0,3 art\u0131\u015f kaydetmesi bekleniyor. Ayr\u0131ca Eyl\u00fcl ay\u0131na ili\u015fkin ithalat ve ihracat fiyat endeksi verilerinin a\u00e7\u0131klanmas\u0131 bekleniyor. Hat\u0131rlanaca\u011f\u0131 \u00fczere ithalat ve ihracat fiyat endeksi A\u011fustos ay\u0131nda y\u00fczde 0,3\u2019l\u00fck art\u0131\u015f kaydetmi\u015fti. Euro B\u00f6lgesi\u2019nde bug\u00fcn makro veri g\u00fcndeminin sakin seyretmesi bekleniyor.<\/p>\n
\nABD\u2019de yar\u0131n A\u011fustos ay\u0131na ili\u015fkin ticaret dengesi, MBA ipotek ba\u015fvurular\u0131 verileri ve FOMC toplant\u0131 tutanaklar\u0131 takip edilecek. Hat\u0131rlanaca\u011f\u0131 \u00fczere MBA ipotek ba\u015fvurular\u0131 bir \u00f6nceki d\u00f6nemde y\u00fczde 0,6\u2019l\u0131k art\u0131\u015f kaydetmi\u015fti. \u00d6te yandan, A\u011fustos ay\u0131 d\u0131\u015f ticaret verilerinin piyasa ortalamas\u0131na g\u00f6re 60,7 milyar dolar a\u00e7\u0131k vermesi y\u00f6n\u00fcnde a\u00e7\u0131klanmas\u0131 bekleniyor. Euro B\u00f6lgesi\u2019nde ise yar\u0131n Eyl\u00fcl ay\u0131na ili\u015fkin cari denge, Ekim ay\u0131na ili\u015fkin enflasyon verileri ve AMB politika toplant\u0131s\u0131 a\u00e7\u0131klanacak. Hat\u0131rlanaca\u011f\u0131 \u00fczere cari denge verisi Eyl\u00fcl ay\u0131nda 11,9 milyar euro a\u00e7\u0131klanm\u0131\u015ft\u0131. Piyasa beklentisine g\u00f6re T\u00dcFE verisinin ise Ekim ay\u0131nda ayl\u0131k ve y\u0131ll\u0131k bazda s\u0131ras\u0131yla y\u00fczde 0,2 art\u0131\u015f ve y\u00fczde 2,4 y\u00fckseli\u015f ger\u00e7ekle\u015fmesi bekleniyor. \u00c7ekirdek T\u00dcFE\u2019nin ise ortalama piyasa beklentilerine g\u00f6re y\u0131ll\u0131k bazda y\u00fczde 2,4 olarak ger\u00e7ekle\u015fmesi tahmin ediliyor.<\/p>\n
K\u00fcresel piyasalardaki zay\u0131f risk i\u015ftah\u0131n\u0131n etkisiyle endekste temkinli a\u00e7\u0131l\u0131\u015f g\u00f6r\u00fclebilece\u011fini tahmin ediyoruz. Teknik a\u00e7\u0131dan bakt\u0131\u011f\u0131m\u0131zda, 50 g\u00fcnl\u00fck hareketli ortalaman\u0131n ge\u00e7ti\u011fi 10.820 seviyesini k\u0131sa vadede ilk \u00f6nemli diren\u00e7 seviyesi olarak takip ediyoruz. Bu seviyeye kadar tepkiler ola\u011fan olmakla birlikte s\u00f6z konusu seviyenin ge\u00e7ilmesi durumunda yukar\u0131 y\u00f6nl\u00fc hareket alan\u0131n\u0131n geni\u015flemesi beklenebilir.<\/p>\n
Yurt i\u00e7inde bug\u00fcn Ekim ay\u0131 konut fiyat endeksi \u00f6ne \u00e7\u0131k\u0131yor. Eyl\u00fcl ay\u0131nda bir \u00f6nceki aya g\u00f6re y\u00fczde 1,7 oran\u0131nda artan konut fiyat endeksi, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re nominal olarak y\u00fczde 32,2 oran\u0131nda artm\u0131\u015f, reel olarak ise y\u00fczde 0,8 oran\u0131nda azalm\u0131\u015ft\u0131.<\/p>\n
\nPer\u015fembe g\u00fcn\u00fc yurt i\u00e7inde Kas\u0131m ay\u0131na ili\u015fkin t\u00fcketici g\u00fcven endeksi ile merkezi y\u00f6netim bor\u00e7 stoku verileri a\u00e7\u0131klanacak. Hat\u0131rlanaca\u011f\u0131 \u00fczere t\u00fcketici g\u00fcveni Eyl\u00fcl d\u00f6neminde 83,6 seviyesinde ger\u00e7ekle\u015fmi\u015f, merkezi y\u00f6netim bor\u00e7 stoku ise 12,9 trilyon TL olarak a\u00e7\u0131klanm\u0131\u015ft\u0131. Cuma g\u00fcn\u00fc ise Ekim ay\u0131na ait yabanc\u0131 turist giri\u015fi istatistikleri yay\u0131mlanacak. Eyl\u00fcl ay\u0131nda yabanc\u0131 ziyaret\u00e7i say\u0131s\u0131 y\u0131ll\u0131k bazda y\u00fczde 0,54 art\u0131\u015f kaydederek s\u0131n\u0131rl\u0131 bir y\u00fckseli\u015f g\u00f6stermi\u015fti.<\/p>\n
K\u00fcresel piyasalarda, ABD\u2019de Kas\u0131m ay\u0131 New York Fed \u0130malat Endeksi 18,7 seviyesine y\u00fckseldi. Tahvil piyasalar\u0131nda s\u0131n\u0131rl\u0131 al\u0131c\u0131l\u0131 seyir izlendi. G\u00fcn i\u00e7inde ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 1 bp azal\u0131\u015fla y\u00fczde 4,13, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 1 bp azal\u0131\u015fla 2,71 seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k Dolar cinsi CDS risk primi 1 bp art\u0131\u015fla 244 bp seviyesinde i\u015flem g\u00f6r\u00fcrken, Ocak 2035 vadeli 10 y\u0131ll\u0131k Eurobond faizi 3 bp azal\u0131\u015fla y\u00fczde 6,64 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n
D\u00f6viz taraf\u0131nda, maj\u00f6r para birimleri ABD Dolar\u0131 kar\u015f\u0131s\u0131nda de\u011fer kaybetti. Dolar Endeksi 99,463 seviyesine y\u00fckselirken, Euro \/ Dolar paritesi 1,1589 seviyesine geriledi. Dolar \/ TL spot kuru ise 42,32 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n
Yurt i\u00e7i tarafta, TL tahvil piyasalar\u0131nda al\u0131c\u0131l\u0131 seyir izlendi. 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 7 bp azal\u0131\u015fla y\u00fczde 40,04, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin faizi 9 bp azal\u0131\u015fla y\u00fczde 32,79 seviyesinden i\u015flem g\u00f6rd\u00fc. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 10,6 milyar TL\u2019ye geriledi.<\/p>\n
Hazine, bug\u00fcn Kas\u0131m 2027 vadeli TLREFK\u2019ye Endeksli Kira Sertifikas\u0131n\u0131n do\u011frudan sat\u0131\u015f\u0131n\u0131 d\u00fczenleyecek.<\/p>\n
TCMB taraf\u0131ndan yay\u0131nlanan haftal\u0131k menkul k\u0131ymet verilerine g\u00f6re \u00d6SBA stoku 7 Kas\u0131m ile biten haftada bir \u00f6nceki haftaya g\u00f6re 15,6 milyar TL art\u0131\u015fla 640,5 milyar TL\u2019ye y\u00fckseldi. \u0130lgili haftada \u00d6SBA stokunu en \u00e7ok art\u0131ran grup 12,1 milyar TL ile bankalar olurken, en \u00e7ok azaltan grup 1,1 milyar TL ile sigorta \u015firketleri oldu.''<\/p>\n
<\/strong> \u0130stanbul, 18 Kas\u0131m (Hibya)-Halk Yat\u0131r\u0131m, Asya-Pasifik piyasalar\u0131n\u0131n bu sabah ABD piyasalar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan, yapay zeka devi Nvidia\u2019n\u0131n bu hafta a\u00e7\u0131klanacak \u00f6nemli bilan\u00e7osu \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n teknoloji hisselerini elden \u00e7\u0131karmas\u0131yla sat\u0131c\u0131l\u0131 seyir izledi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":7459,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-7458","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7458","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=7458"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7458\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/7459"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=7458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=7458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=7458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"