Marba\u015f Menkul De\u011ferler'in analizinde, i\u00e7 tarafta i\u00e7 dinamiklerin ve \u015fok haber ak\u0131\u015flar\u0131n\u0131n olmad\u0131\u011f\u0131 senaryoda piyasa dinamikleriyle beraber kataliz\u00f6r yaratma senaryosunun devam etti\u011fi ve a\u011f\u0131rl\u0131kl\u0131 bankac\u0131l\u0131k e\u015fli\u011finde 11bin b\u00f6lgesine do\u011fru hareketin devam etti\u011fi belirtildi. Analizde ayr\u0131ca \u015fu bilgilere yer verildi:<\/p>\n
“D\u00fcn a\u00e7\u0131klanan haftal\u0131k istatistiklere bakt\u0131\u011f\u0131m\u0131zda yabanc\u0131 \u00e7\u0131k\u0131\u015f\u0131n\u0131 izlerken 4Q25 devam eden d\u00f6nemi boyunca k\u00fcm\u00fcle sat\u0131\u015f taraf\u0131nda oldu\u011funu izlerken orta uzun vadede pozitif g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc korurken yabanc\u0131 ilgisinin de tekrar olu\u015fmas\u0131n\u0131 beklemekteyiz. Yeni g\u00fcnde \u00f6nemli bir makro veri olmazken 11bin b\u00f6lgesini takip edece\u011fiz. D\u00fcn coin piyasas\u0131yla ba\u015flayan sonras\u0131nda da teknoloji sekt\u00f6rlerine gelen sat\u0131\u015flarda V\u0130OP ak\u015fam seans\u0131m\u0131zda hafif sat\u0131\u015flar\u0131n bizlere de etki etti\u011fini g\u00f6rmekteyiz. \u00d6zetle yeni g\u00fcnde her ne kadar yabanc\u0131 korelasyonumuz az olsa da k\u00fcresel risk i\u015ftah\u0131ndaki geri \u00e7ekilmeden etkilenmeyi beklemekteyiz.<\/p>\n
ABD\u2019de ge\u00e7ti\u011fimiz haftalarda oldu\u011fu gibi kendi i\u00e7 dinamiklerine geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. \u0130\u00e7 dinamiklerin detaylar\u0131na bakt\u0131\u011f\u0131m\u0131zda pozitif haber ak\u0131\u015f\u0131n\u0131n oldu\u011fu senaryoda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde al\u0131m izlerken negatif ak\u0131\u015fta ise FED ve teknoloji hisselerinde de\u011ferleme bazl\u0131 endi\u015felerle birlikte sat\u0131\u015flar\u0131 izlemekteyiz. D\u00fcn ise NVDIA bilan\u00e7o sonras\u0131nda olu\u015fan pozitif havan\u0131n kayboldu\u011fu , coin piyasas\u0131nda ba\u015flayan negatifli\u011fin teknoloji a\u011f\u0131rl\u0131kl\u0131 piyasalara n\u00fcks etti\u011fini g\u00f6rmekteyiz. Buna ek olarak a\u00e7\u0131klanan makro verilerdeki belirsizlik ortam\u0131 sonucu FED\u2019in Aral\u0131k faiz indiriminde beklentilerde azalmayla beraber ek bask\u0131 yaratt\u0131\u011f\u0131n\u0131 izlemekteyiz. Yeni g\u00fcnde de ABD vadelilere bakt\u0131\u011f\u0131m\u0131zda zay\u0131f seyrin devam\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te sat\u0131\u015f bask\u0131s\u0131 izleniyor. Japonya\u2019n\u0131n ihracat\u0131 Ekim ay\u0131nda \u00fcst \u00fcste ikinci kez art\u0131\u015f g\u00f6stererek y\u0131ll\u0131k bazda y\u00fczde 3,6 y\u00fckseldi. Bu oran, y\u00fczde 1,1 olan beklentilerin \u00fczerinde ger\u00e7ekle\u015fti. Japonya\u2019n\u0131n \u00e7ekirdek t\u00fcketici fiyatlar\u0131 Ekim ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 3,0 art\u0131\u015f g\u00f6sterdi. Bu oran, BoJ\u2019un y\u00fczde 2\u2019lik hedefinin \u00fczerinde seyrederek yak\u0131n vadede faiz art\u0131r\u0131m\u0131 beklentilerini canl\u0131 tuttu. Bug\u00fcn a\u00e7\u0131klanan \u00f6nc\u00fc PMI verilerine g\u00f6re, Japon imalat faaliyeti Kas\u0131m ay\u0131nda y\u00fckseldi ancak daralma b\u00f6lgesinde kalmaya devam etti. Hizmet sekt\u00f6r\u00fc ise g\u00fc\u00e7l\u00fc seyretti. Bu verilerin \u0131\u015f\u0131\u011f\u0131nda 2026 y\u0131l\u0131nda BoJ\u2019un stratejisi net: Te\u015fvik paketleriyle istikrarl\u0131 b\u00fcy\u00fcme ve kademeli faiz art\u0131\u015f\u0131 olacakt\u0131r. Singapur Ticaret ve Sanayi Bakanl\u0131\u011f\u0131 bug\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Singapur ekonomisinin 2025\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 4,2 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc ve bunun h\u00fck\u00fcmetin y\u0131l sonu b\u00fcy\u00fcme tahminini y\u00fckseltmesine neden oldu\u011funu bildirdi. 2025 y\u0131l\u0131 b\u00fcy\u00fcme tahmini y\u00fczde 1,5-2\u2019den y\u00fczde 4\u2019e y\u00fckseltildi. \u00d6zetle NVDIA ba\u015fta olmak \u00fczere yapay zeka ve teknoloji ekosisteminin i\u00e7inde olan \u015firketler i\u00e7in de\u011ferleme konusunda soru i\u015faretlerinin devam etti\u011fini g\u00f6rmekteyiz. ABD\u2019de oldu\u011fu gibi pozitif bir ak\u0131\u015f olmad\u0131\u011f\u0131 senaryoda soru i\u015faretlerinin canland\u0131\u011f\u0131n\u0131 ve bask\u0131 olu\u015fturdu\u011funu takip etmekteyiz.<\/p>\n
Avrupa\u2019da karma\u015f\u0131k seyir 16.haftaya ta\u015f\u0131nd\u0131. d\u00fcn tepki al\u0131mlar\u0131na sahne oldu. \u0130ngiltere\u2019de t\u00fcketici g\u00fcveni Kas\u0131m ay\u0131nda geriledi. Hanehalklar\u0131 Maliye Bakan\u0131 Reeves\u2019in \u00f6n\u00fcm\u00fczdeki hafta a\u00e7\u0131klayaca\u011f\u0131 b\u00fct\u00e7e \u00f6ncesinde b\u00fct\u00e7e \u00f6ncesinde ve perakendeciler i\u00e7in kritik tatil sezonu \u00f6ncesinde harcamalar\u0131n\u0131 k\u0131smaya ba\u015flad\u0131. Yeni g\u00fcnde k\u00fcreselden gelen etkiyle sat\u0131\u015f bask\u0131s\u0131 16.haftas\u0131n\u0131 tamamlamak \u00fczere.<\/p>\n
Emtialarda Alt\u0131n nezdinde son d\u00f6nemde 4000$ band\u0131nda konsolidasyon s\u00fcreci s\u00fcrerken FED\u2019in faiz karar\u0131 konusundaki belirsizlik sonucu talep y\u00f6nl\u00fc hafif k\u0131r\u0131lmalar izlemekteyiz. Brent nezdinde 60-65$ band\u0131nda konsolidasyon s\u00fcrecinin devam etti\u011fini izlemekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta i\u00e7 tarafta \u00f6nemli bir veri yok. K\u00fcresel tarafta g\u00fcn boyu \u00f6nc\u00fc PMI verisi takip edece\u011fiz. 11:30\u2019da AMB Ba\u015fkan\u0131 Lagarde konu\u015facak. 16\u2019da BUBA Ba\u015fkan\u0131 Nagel konu\u015facak. 18\u2019de ABD Michigan Kas\u0131m ay\u0131 final verileri a\u00e7\u0131klanacak.”<\/p>\n
<\/strong> \u0130stanbul, 21 Kas\u0131m (Hibya) – Marba\u015f Menkul De\u011ferler, ABD vadelilere bak\u0131ld\u0131\u011f\u0131nda zay\u0131f seyrin devam\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":9152,"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-9151","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\/9151","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=9151"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/9151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/9152"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=9151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=9151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=9151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"