Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmeye g\u00f6re, sava\u015f\u0131n etkisi ve y\u00fckselen petrol fiyatlar\u0131n\u0131n enflasyon endi\u015felerini art\u0131rmas\u0131yla ABD tahvil piyasalar\u0131nda sert y\u00fckseli\u015f ya\u015fand\u0131. 30 y\u0131ll\u0131k ABD tahvil getirisi psikolojik e\u015fik olan y\u00fczde 5 seviyesini a\u015farak y\u00fczde 5,16\u2019ya \u00e7\u0131karken, k\u0131sa ve orta vadeli tahvil getirileri de son bir y\u0131l\u0131n en y\u00fcksek seviyelerine ula\u015ft\u0131. Bu geli\u015fmelerin ard\u0131ndan piyasalar\u0131n Fed\u2019den faiz indirimi beklentisinden uzakla\u015farak aral\u0131k ay\u0131na kadar faiz art\u0131\u015f\u0131 ihtimalini y\u00fczde 75 olarak fiyatlamaya ba\u015flad\u0131\u011f\u0131 belirtildi. Bu durum k\u00fcresel tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rarak faizlerin genel olarak y\u00fckselmesine neden oldu.<\/p>\n
DoubleLine Capital CEO\u2019su Jeffrey Gundlach ve Yardeni Research Ba\u015fkan\u0131 Ed Yardeni, enflasyon bask\u0131lar\u0131 nedeniyle Fed\u2019in k\u0131sa vadede faiz indirimine gitmesinin m\u00fcmk\u00fcn olmad\u0131\u011f\u0131n\u0131 savundu. Gundlach, iki y\u0131ll\u0131k tahvil getirilerinin Fed fonlama faizinin \u00fczerine \u00e7\u0131kmas\u0131n\u0131n ve enflasyonun y\u00fczde 4 seviyelerine y\u00f6nelmesinin gev\u015femeyi engelledi\u011fini belirtirken, Yardeni ise Fed\u2019in daha s\u0131k\u0131 bir duru\u015f sergilememesi halinde enflasyon kontrol\u00fcn\u00fc kaybedebilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
Jeopolitik cephede ise \u0130ran bas\u0131n\u0131na g\u00f6re ABD\u2019nin m\u00fczakereler i\u00e7in \u0130ran\u2019a tazminat \u00f6denmemesi, dondurulmu\u015f varl\u0131klar\u0131n serbest b\u0131rak\u0131lmamas\u0131, 400 kilograml\u0131k zenginle\u015ftirilmi\u015f uranyumun teslim edilmesi ve n\u00fckleer faaliyetlerin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde durdurulmas\u0131 gibi a\u011f\u0131r \u015fartlar sundu\u011fu, \u0130ran\u2019\u0131n ise buna kar\u015f\u0131l\u0131k sava\u015f\u0131n t\u00fcm cephelerde sona erdirilmesi, yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131 ve varl\u0131klar\u0131n iadesi gibi kar\u015f\u0131 \u015fartlar ileri s\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Taraflar\u0131n pozisyonlar\u0131n\u0131n taban tabana z\u0131t oldu\u011fu ifade edildi.<\/p>\n
ABD ekonomisine ili\u015fkin verilerde ise sanayi \u00fcretiminin nisan ay\u0131nda y\u00fczde 0,7 artarak son 14 ay\u0131n en h\u0131zl\u0131 y\u00fckseli\u015fini kaydetti\u011fi belirtildi. \u0130malat sekt\u00f6r\u00fcndeki toparlanma dikkat \u00e7ekerken, madencilik taraf\u0131nda k\u00fcresel arz bask\u0131lar\u0131 nedeniyle s\u0131n\u0131rl\u0131 gerileme g\u00f6r\u00fcld\u00fc. G\u00fc\u00e7l\u00fc ekonomik verilerin enflasyonun d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc zorla\u015ft\u0131rd\u0131\u011f\u0131 ve Fed\u2019in faiz indirimlerini daha ileri tarihlere \u00f6teleme ihtimalini destekledi\u011fi ifade edildi.<\/p>\n
Piyasalarda ayr\u0131ca yapay zeka rallisinin \u00f6nemli \u015firketlerinden Nvidia\u2019n\u0131n a\u00e7\u0131klanacak bilan\u00e7osu \u00f6ncesinde kritik bir d\u00f6neme girildi\u011fi bildirildi. Mart sonundan bu yana g\u00fc\u00e7l\u00fc y\u00fckseli\u015f kaydeden \u015firket hisselerinde son d\u00f6nemde k\u00e2r sat\u0131\u015flar\u0131 g\u00f6r\u00fcl\u00fcrken, yat\u0131r\u0131mc\u0131lar\u0131n bilan\u00e7o sonucunu yapay zek\u00e2 rallisinin y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici bir e\u015fik olarak de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Son olarak, \u0130ran sava\u015f\u0131 ve petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin ABD\u2019de akaryak\u0131t fiyatlar\u0131n\u0131 4,53 dolar seviyesine \u00e7\u0131kard\u0131\u011f\u0131, bunun da perakende sekt\u00f6r\u00fcn\u00fc etkiledi\u011fi ifade edildi. Walmart ve Target gibi \u015firketlerin t\u00fcketici davran\u0131\u015flar\u0131ndaki de\u011fi\u015fimi g\u00f6zlemledi\u011fi, artan maliyetlerin ise ilerleyen d\u00f6nemde fiyat art\u0131\u015flar\u0131n\u0131 zorunlu k\u0131labilece\u011fi belirtildi.<\/p>\n
TJX Companies, Inc. (\u201cThe TJX Companies\u201d) indirimli perakende alan\u0131ndaki \u201chazine av\u0131\u201d odakl\u0131 i\u015f modeli ve g\u00fc\u00e7l\u00fc pazarlama stratejisiyle farkl\u0131 gelir gruplar\u0131ndan m\u00fc\u015fteri \u00e7ekerek bilan\u00e7o \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti. \u015eirketin son d\u00f6nemde rakiplerine k\u0131yasla zay\u0131f kalan hisse performans\u0131na ra\u011fmen analistlerin y\u00fczde 91,7 oran\u0131nda \u201cal\u201d tavsiyesi verdi\u011fi ve hisse i\u00e7in yakla\u015f\u0131k y\u00fczde 23 y\u00fckseli\u015f potansiyeli \u00f6ng\u00f6rd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcme g\u00f6re TJX hissesi 147,43 dolar kapan\u0131\u015f fiyat\u0131yla 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n alt\u0131nda i\u015flem g\u00f6rerek d\u00fc\u015f\u00fc\u015f trendini s\u00fcrd\u00fcrd\u00fc. Negatif b\u00f6lgede bulunan MACD g\u00f6stergesi k\u0131sa vadede temkinli g\u00f6r\u00fcn\u00fcm\u00fc desteklerken, RSI\u2019n\u0131n 30,64 seviyesine gerileyerek a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesine yakla\u015fmas\u0131 olas\u0131 tepki al\u0131mlar\u0131na i\u015faret etti.<\/p>\n
Destek seviyeleri 145,20 ve 141,85 dolar olarak \u00f6ne \u00e7\u0131karken, yukar\u0131 y\u00f6nl\u00fc hareketlerde 150,40 ve 153,50 dolar seviyeleri kritik diren\u00e7 b\u00f6lgeleri olarak takip ediliyor. Hissenin mevcut volatil yap\u0131s\u0131n\u0131n bilan\u00e7o \u00f6ncesinde y\u00f6n aray\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Analog Devices, end\u00fcstriyel segmentte y\u00fczde 56,3 ve ileti\u015fim taraf\u0131nda y\u00fczde 65 oran\u0131nda b\u00fcy\u00fcme beklentisiyle yakla\u015fan bilan\u00e7osunda g\u00fc\u00e7l\u00fc bir performans sergileme potansiyeli ta\u015f\u0131yor. \u015eirketin hisse ba\u015f\u0131na k\u00e2r\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 56,2 art\u0131\u015fla 2,89 dolara, gelirinin ise 3,51 milyar dolara y\u00fckselmesinin hedeflendi\u011fi belirtildi. Analistlerin y\u00fczde 82,9 oran\u0131nda \u201cal\u201d tavsiyesi verdi\u011fi hisse i\u00e7in, son 30 g\u00fcnde yukar\u0131 y\u00f6nl\u00fc revize edilen kar tahminlerinin temel g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fi ifade edildi.<\/p>\n
Teknik tarafta Analog Devices hissesinin 50, 100 ve 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n \u00fczerinde i\u015flem g\u00f6rerek orta ve uzun vadeli y\u00fckseli\u015f trendini korudu\u011fu aktar\u0131ld\u0131. RSI g\u00f6stergesinin 63,23 seviyesinde olmas\u0131, a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesine yakla\u015fmas\u0131na ra\u011fmen y\u00fckseli\u015f momentumunun s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti.<\/p>\n
Hisse fiyat\u0131n\u0131n 417,49 dolar seviyesinde oldu\u011fu ve zirveye yakla\u015f\u0131k y\u00fczde 4 mesafe kald\u0131\u011f\u0131 belirtilirken, olas\u0131 geri \u00e7ekilmelerde 402,40 ve 391,40 dolar seviyelerinin destek olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 435,70 dolar zirve direnci ve bunun a\u015f\u0131lmas\u0131 durumunda yeni formasyon hedeflerinin takip edilece\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 18 May\u0131s (Hibya) – Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmeye g\u00f6re, sava\u015f ve petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon endi\u015felerini g\u00fc\u00e7lendirmesiyle ABD tahvil piyasalar\u0131nda sert y\u00fckseli\u015f ya\u015fand\u0131.<\/p>\n","protected":false},"author":1,"featured_media":86544,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-86543","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\/86543","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=86543"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/86543\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/86544"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=86543"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=86543"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=86543"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"