Halk Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalarda haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne Asya endekslerindeki sert sat\u0131\u015flarla ba\u015fland\u0131\u011f\u0131 belirtildi. \u00d6zellikle yapay zeka ve yar\u0131 iletken temal\u0131 hisselerde g\u00f6r\u00fclen kar realizasyonlar\u0131n\u0131n b\u00f6lge piyasalar\u0131 \u00fczerinde etkili oldu\u011fu ifade edildi.<\/p>\n
De\u011ferlendirmede, G\u00fcney Kore ve Japonya piyasalar\u0131n\u0131n sat\u0131\u015f bask\u0131s\u0131n\u0131n merkezinde yer ald\u0131\u011f\u0131 vurgulanarak, \u201cSamsung Electronics ve SK Hynix \u00f6nc\u00fcl\u00fc\u011f\u00fcnde KOSPI endeksinde sert d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc. Japonya\u2019da ise SoftBank ve \u00e7ip \u00fcreticilerindeki kay\u0131plar Nikkei \u00fczerinde bask\u0131 yaratt\u0131\u201d denildi.<\/p>\n
Raporda, Japonya ekonomisine ili\u015fkin b\u00fcy\u00fcme revizyonuna da dikkat \u00e7ekilerek, \u201cB\u00fcy\u00fcmenin y\u00fczde 2,1\u2019den y\u00fczde 1,8\u2019e revize edilmesi ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u201d ifadesine yer verildi.<\/p>\n
Jeopolitik geli\u015fmelerin de piyasa fiyatlamalar\u0131 \u00fczerinde etkili oldu\u011fu belirtilen de\u011ferlendirmede, \u0130ran ve \u0130srail aras\u0131nda hafta sonu ya\u015fanan kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n risk alg\u0131s\u0131n\u0131 bozdu\u011fu kaydedildi. A\u00e7\u0131klamada, \u201cNisan ay\u0131nda sa\u011flanan ate\u015fkes sonras\u0131 ilk do\u011frudan \u00e7at\u0131\u015fma olmas\u0131 nedeniyle piyasalarda risk alg\u0131s\u0131 zay\u0131flad\u0131\u201d ifadeleri kullan\u0131ld\u0131.<\/p>\n
ABD\u2019de beklentilerin \u00fczerinde gelen tar\u0131m d\u0131\u015f\u0131 istihdam verisinin Fed\u2019e y\u00f6nelik faiz indirim beklentilerini \u00f6teleyebilece\u011fi belirtilerek, bu durumun riskli varl\u0131klar \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Halk Yat\u0131r\u0131m, genel g\u00f6r\u00fcn\u00fcmde yapay zeka rallisinde kar sat\u0131\u015flar\u0131, jeopolitik risklerde art\u0131\u015f ve faiz beklentilerindeki de\u011fi\u015fimin Asya piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
ABD vadelilerinde ise a\u011f\u0131rl\u0131kl\u0131 al\u0131c\u0131l\u0131 bir seyir izlendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Veri g\u00fcndemine ili\u015fkin de\u011ferlendirmede bug\u00fcn ABD\u2019de NY Fed 1 y\u0131ll\u0131k enflasyon beklentisinin takip edilece\u011fi, Euro B\u00f6lgesi\u2019nde ise Sentix yat\u0131r\u0131mc\u0131 g\u00fcven endeksinin izlenece\u011fi belirtildi. Ayr\u0131ca Londra Teknoloji Haftas\u0131\u2019n\u0131n ba\u015flad\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131.<\/p>\n
Yurt i\u00e7i tarafta ise May\u0131s ay\u0131na ili\u015fkin reel efektif d\u00f6viz kuru verisinin takip edilece\u011fi ifade edilerek, \u201cK\u00fcresel risk alg\u0131s\u0131ndaki zay\u0131flama ve jeopolitik geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda endeksin haftaya temkinli ba\u015flayabilece\u011fini \u00f6ng\u00f6r\u00fcyoruz\u201d de\u011ferlendirmesi payla\u015f\u0131ld\u0131.<\/p>\n
Halk Yat\u0131r\u0131m, gelecek g\u00fcnlerde ABD\u2019de NFIB k\u00fc\u00e7\u00fck i\u015fletme g\u00fcveni, ADP istihdam verisi ve ikinci el konut sat\u0131\u015flar\u0131n\u0131n takip edilece\u011fini belirtirken, T\u00fcrkiye\u2019de ise sanayi \u00fcretimi, TCMB faiz karar\u0131 ve cari denge verilerinin \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
K\u00fcresel tahvil piyasalar\u0131na ili\u015fkin b\u00f6l\u00fcmde, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,53\u2019e, Almanya 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 3,04\u2019e y\u00fckseldi\u011fi ifade edildi.<\/p>\n
T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k CDS risk priminin 241 baz puan seviyesinde bulundu\u011fu, Eurobond faizlerinde ise s\u0131n\u0131rl\u0131 y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi.<\/p>\n
D\u00f6viz taraf\u0131nda Dolar Endeksi\u2019nin 99,815 seviyesine geriledi\u011fi, EUR\/USD paritesinin 1,1559 seviyesinde oldu\u011fu, USD\/TRY\u2019nin ise 46,08 seviyesinden i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7inde T\u00dcFE\u2019nin May\u0131s ay\u0131nda ayl\u0131k y\u00fczde 1,70, y\u0131ll\u0131k y\u00fczde 32,6 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtilirken, tahvil piyasas\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Hazine\u2019nin bug\u00fcn T\u00dcFE\u2019ye endeksli tahvil ihrac\u0131 ve d\u00f6viz cinsi bor\u00e7lanma program\u0131 kapsam\u0131nda sat\u0131\u015flar ger\u00e7ekle\u015ftirece\u011fi de raporda yer ald\u0131.<\/p>\n
<\/strong> \u0130stanbul, 8 Haziran (Hibya)-Halk Yat\u0131r\u0131m, Asya piyasalar\u0131nda teknoloji hisselerindeki sat\u0131\u015flar, jeopolitik gerilimler ve Fed beklentilerindeki de\u011fi\u015fimlerin k\u00fcresel risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":95910,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-95909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/95909","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=95909"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/95909\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/95910"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=95909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=95909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=95909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"