{"id":9179,"date":"2025-11-21T10:00:03","date_gmt":"2025-11-21T07:00:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/21\/trive-yatirim-abd-uzun-faizleri-hisse-piyasalarindaki-rahatlamayi-sinirliyor"},"modified":"2025-11-21T10:00:03","modified_gmt":"2025-11-21T07:00:03","slug":"trive-yatirim-abd-uzun-faizleri-hisse-piyasalarindaki-rahatlamayi-sinirliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/21\/trive-yatirim-abd-uzun-faizleri-hisse-piyasalarindaki-rahatlamayi-sinirliyor\/","title":{"rendered":"Trive Yat\u0131r\u0131m: ABD uzun faizleri hisse piyasalar\u0131ndaki rahatlamay\u0131 s\u0131n\u0131rl\u0131yor"},"content":{"rendered":"

Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e'nin raporunda, k\u00fcresel piyasalar\u0131n, Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc ama \u201cde\u011ferleme\u201d tart\u0131\u015fmalar\u0131n\u0131 yat\u0131\u015ft\u0131rmaya yetmeyen bilan\u00e7osu ve gecikmeli ABD istihdam verisinin yaratt\u0131\u011f\u0131 belirsizlikle dalgal\u0131 bir g\u00fcne uyand\u0131\u011f\u0131 belirtildi. Wall Street\u2019te d\u00fcn seans i\u00e7i sert bir d\u00f6n\u00fc\u015fle sat\u0131\u015flar\u0131n h\u0131zland\u0131\u011f\u0131 vurgulan\u0131rken\u015fu bilgilere yer verildi:<\/p>\n

“S&P 500 y\u00fczde -1,6, Nasdaq y\u00fczde -2,2, Dow y\u00fczde -0,8 gerilerken, 10 y\u0131ll\u0131k ABD tahvil faizi d\u00fc\u015f\u00fc\u015fe ge\u00e7ti ve riskten ka\u00e7\u0131\u015f sinyali g\u00fc\u00e7lendi. Nvidia\u2019n\u0131n a\u00e7\u0131l\u0131\u015f \u00f6ncesi primleri g\u00fcn i\u00e7inde silinirken kapan\u0131\u015fa do\u011fru teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131\u015flar yo\u011funla\u015ft\u0131; Walmart y\u0131l sonu tahmin art\u0131\u015f\u0131yla pozitif ayr\u0131\u015fan az say\u0131da hisseden biri oldu. ABD verilerinin yeniden akmaya ba\u015flamas\u0131yla (Eyl\u00fcl istihdam raporu) Fed\u2019in Aral\u0131k ad\u0131m\u0131na ili\u015fkin beklentilerde \u201ctemkinli\u201d fiyatlama korunuyor; ABD endeks vadeli i\u015flemleri TS\u0130 sabah\u0131nda dalgal\u0131-yatay bir g\u00f6r\u00fcn\u00fcm sergiliyor.<\/p>\n

Avrupa\u2019da d\u00fcn g\u00fcn i\u00e7inde teknoloji hisseleri ve \u00e7ip tedarik zinciri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde STOXX 600 y\u00fckseli\u015f g\u00f6sterdi; Nvidia sonu\u00e7lar\u0131n\u0131n ilk etkisi risk i\u015ftah\u0131n\u0131 desteklerken, g\u00fcn\u00fcn ilerleyen saatlerinde ABD\u2019deki sert d\u00f6n\u00fc\u015f iyimserli\u011fi s\u0131n\u0131rlad\u0131. B\u00f6lge ak\u0131\u015f\u0131 bug\u00fcn ABD verilerinin devam\u0131na paralel fiyatlan\u0131rken, sabah saatlerinde Avrupa cephesinde ton temkinli.<\/p>\n

Asya-Pasifik\u2019te sabah saatlerinde tablo net bi\u00e7imde riskten ka\u00e7\u0131\u015fa d\u00f6nd\u00fc: Nikkei, Kospi, Hang Seng ve \u00c7in endeksleri Wall Street\u2019teki sert geri \u00e7ekilmeyi izleyerek belirgin kay\u0131plar yazd\u0131. Japonya\u2019da bug\u00fcn kabineden ge\u00e7mesi beklenen te\u015fvik paketi (\u2248\u00a517 trilyon \u00fczeri) man\u015fette; buna kar\u015f\u0131n faiz patikas\u0131 ve kamu maliyesine ili\u015fkin soru i\u015faretleri, yen ve JGB piyasalar\u0131nda oynakl\u0131\u011f\u0131 y\u00fcksek tutuyor.<\/p>\n

Emtia cephesinde alt\u0131n riskten ka\u00e7\u0131\u015f ve g\u00fc\u00e7l\u00fc dolara ra\u011fmen $4.07\u20134.08 bin\/ons band\u0131nda tutunuyor; g\u00fcm\u00fc\u015f ~$49,7\/ons, platin ~$1.503\/ons, paladyum ~$1.358\/ons ile sabah saatlerinde s\u0131n\u0131rl\u0131 geri \u00e7ekilmelerde. Petrol arz fazlas\u0131 ve Rusya-Ukrayna hatt\u0131nda bar\u0131\u015f \u00e7er\u00e7evesi beklentileriyle bask\u0131 alt\u0131nda; Brent ~$62,5, WTI ~$58 band\u0131nda haftal\u0131k kay\u0131p derinle\u015fiyor. Bak\u0131r, Ekim sonunda $11.200\/ton ile rekor g\u00f6rd\u00fckten sonra y\u00fcksek plato \u00fczerinde $10,7\u201310,8 bin\/ton aral\u0131\u011f\u0131nda dalgalan\u0131yor.<\/p>\n

\u00d6zetle De\u011ferlemesi y\u00fcksek b\u00fcy\u00fcme\/AI temal\u0131 hisselerde ABD kaynakl\u0131 sert d\u00f6n\u00fc\u015f, Asya\u2019da sat\u0131\u015flar\u0131n derinle\u015fmesine ve \u201cg\u00fcvenli liman\u201d aray\u0131\u015f\u0131n\u0131n (uzun ABD tahvilleri, k\u0131smen alt\u0131n) yeniden \u00f6ne \u00e7\u0131kmas\u0131na yol a\u00e7t\u0131. Dolar g\u00fc\u00e7l\u00fc seyrini korurken, y\u00fczde 4,1 civar\u0131ndaki ABD uzun faizleri hisse piyasalar\u0131ndaki rahatlamay\u0131 s\u0131n\u0131rl\u0131yor. Avrupa\u2019da g\u00fcn i\u00e7i iyimserli\u011fi t\u00f6rp\u00fcleyen ABD kaynakl\u0131 oynakl\u0131k nedeniyle se\u00e7icilik \u00f6n planda kalacak; Asya\u2019da Japonya te\u015fvik paketi-yen-BOJ \u00fc\u00e7geni izleme listesinde \u00fcst s\u0131ralarda. K\u0131sa vadede y\u00f6n\u00fc, veri ak\u0131\u015f\u0131 ile politika sinyallerinin birlikte belirledi\u011fi \u201cdalgal\u0131 ama dolar-odakl\u0131\u201d bir zemin tayin ediyor.”<\/p>\n

<\/strong>
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 21 Kas\u0131m (Hibya)- Trive Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e, ABD’nin uzun faizlerinin hisse piyasalar\u0131ndaki rahatlamay\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":9180,"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-9179","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\/9179","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=9179"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/9179\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/9180"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=9179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=9179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=9179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}