{"id":7548,"date":"2025-11-18T11:00:05","date_gmt":"2025-11-18T08:00:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/18\/gedik-yatirim-kuresel-piyasalarda-temkinli-bekleyis"},"modified":"2025-11-18T11:00:05","modified_gmt":"2025-11-18T08:00:05","slug":"gedik-yatirim-kuresel-piyasalarda-temkinli-bekleyis","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/18\/gedik-yatirim-kuresel-piyasalarda-temkinli-bekleyis\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: K\u00fcresel piyasalarda temkinli bekleyi\u015f"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m&#039;\u0131n analizine g\u00f6re, dolar endeksi, iki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan 99,5 seviyesinde yatay seyrederken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 h\u00fck\u00fcmet kapanmas\u0131 nedeniyle geciken ABD makroekonomik verilerine \u00e7evrilmi\u015f durumda. \u00d6zellikle Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak eyl\u00fcl ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam raporunun, Fed\u2019in faiz politikas\u0131 a\u00e7\u0131s\u0131ndan belirleyici olmas\u0131 bekleniyor. Fed yetkililerinin son d\u00f6nemde Aral\u0131k ay\u0131nda faiz indirimi ihtimalinin d\u00fc\u015f\u00fck oldu\u011funa i\u015faret eden a\u00e7\u0131klamalar\u0131 ise para politikas\u0131na dair belirsizli\u011fi art\u0131r\u0131yor. Bu geli\u015fmelerle birlikte alt\u0131n fiyatlar\u0131 \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc g\u00fcnde gerileyerek 4.020 dolar\/ons seviyesine d\u00fc\u015ft\u00fc.<\/p>\n<p>Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Philip Jefferson, istihdam piyasas\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin artt\u0131\u011f\u0131n\u0131 belirtirken, faiz indirimlerinde \u201cyava\u015f ve temkinli\u201d olunmas\u0131 gerekti\u011finin alt\u0131n\u0131 \u00e7izdi. ABD vadelilerinde s\u0131n\u0131rl\u0131 toparlanma g\u00f6r\u00fclse de, Wall Street\u2019te \u00f6zellikle yapay zek\u00e2 hisselerinde ya\u015fanan sert sat\u0131\u015flar\u0131n ard\u0131ndan tedirgin hava s\u00fcr\u00fcyor. Nvidia\u2019n\u0131n yar\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7o \u00f6ncesi \u015firket hisselerinde de\u011ferleme endi\u015feleri artarken, Peter Thiel\u2019in \u015firketteki yakla\u015f\u0131k 100 milyon dolarl\u0131k hissesini satmas\u0131 yat\u0131r\u0131mc\u0131 alg\u0131s\u0131n\u0131 olumsuz etkiledi.<\/p>\n<p>Bu hafta Target, Walmart ve di\u011fer b\u00fcy\u00fck \u015firketlerin bilan\u00e7o sonu\u00e7lar\u0131 ile birlikte gecikmi\u015f ABD verilerinin piyasa y\u00f6n\u00fc \u00fczerinde etkili olmas\u0131 bekleniyor. \u015eirket haberlerinde Berkshire Hathaway\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte Alphabet\u2019ten 17,9 milyon hisse ald\u0131\u011f\u0131, Bank of America ve Apple pozisyonlar\u0131n\u0131 ise azaltt\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. Ayr\u0131ca Ford\u2019un Amazon \u00fczerinden sertifikal\u0131 ikinci el ara\u00e7 sat\u0131\u015f\u0131 anla\u015fmas\u0131 yapan ikinci b\u00fcy\u00fck otomobil \u00fcreticisi olmas\u0131 dikkat \u00e7ekti<\/p>\n<p>Avrupa borsalar\u0131n\u0131n Sal\u0131 g\u00fcn\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle a\u00e7mas\u0131 bekleniyor ve b\u00f6ylece \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc negatif seans g\u00fcndemde. K\u00fcresel piyasalarda teknoloji hisselerine y\u00f6nelik de\u011ferleme kayg\u0131lar\u0131 ve sat\u0131\u015f dalgas\u0131 Avrupa piyasalar\u0131na da yans\u0131yor. Piyasan\u0131n oda\u011f\u0131nda Nvidia\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7osu ve yapay zek\u00e2 sekt\u00f6r\u00fcne y\u00f6nelik beklentiler bulunuyor.<\/p>\n<p>ABD h\u00fck\u00fcmet kapanmas\u0131n\u0131n sona ermesiyle yo\u011fun veri ak\u0131\u015f\u0131n\u0131n yeniden ba\u015flamas\u0131, Fed\u2019in politika patikas\u0131na ili\u015fkin ipu\u00e7lar\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yor. Euro B\u00f6lgesi\u2019nde bug\u00fcn \u00f6nemli bir makro veri ak\u0131\u015f\u0131 bulunmazken, Siemens Energy ve Imperial Brands bilan\u00e7olar\u0131 yak\u0131ndan izlenecek. Vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600 endeksleri piyasa a\u00e7\u0131l\u0131\u015f\u0131 \u00f6ncesi %1\u2019in \u00fczerinde kay\u0131pla i\u015flem g\u00f6r\u00fcyor<\/p>\n<p>Yurt i\u00e7inde d\u00f6viz kurunda d\u00fc\u015f\u00fck volatilitenin h\u00e2kim oldu\u011fu sakin bir g\u00fcn geride kald\u0131. Ekim ay\u0131nda merkezi y\u00f6netim b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 223,2 milyar TL olarak ger\u00e7ekle\u015firken, Ocak\u2013Ekim d\u00f6nemindeki toplam a\u00e7\u0131k 1,44 trilyon TL seviyesine ula\u015ft\u0131. 12 ayl\u0131k birikimli b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ise 2,25 trilyon TL\u2019den 2,29 trilyon TL\u2019ye s\u0131n\u0131rl\u0131 bir art\u0131\u015f kaydetti. Verinin piyasa fiyatlamalar\u0131na belirgin bir etkisi g\u00f6zlenmedi.<\/p>\n<p>Bug\u00fcn yurt i\u00e7inde veri ak\u0131\u015f\u0131 sakin seyredecek. ABD taraf\u0131nda ise sanayi \u00fcretimi ve fabrika sipari\u015fleri verileri takip edilecek. Hafta genelinde Fed toplant\u0131 tutanaklar\u0131, tar\u0131m d\u0131\u015f\u0131 istihdam ve \u00f6nc\u00fc PMI verilerinin piyasalar \u00fczerinde belirleyici olmas\u0131 bekleniyor.<\/p>\n<p>Fed\u2019in Aral\u0131k ay\u0131 toplant\u0131s\u0131nda 25 baz puanl\u0131k faiz indirimi ihtimali y\u00fczde 42,30 seviyesinde fiyatlan\u0131yor. Dolar\/TL, bu sabah saat 08.00 itibariyle 42,32 civar\u0131nda yatay seyrini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 18 Kas\u0131m (Hibya) &#8211; Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcnde temkinli seyir hakim oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":7549,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-7548","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7548","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=7548"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/7548\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/7549"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=7548"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=7548"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=7548"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}