K\u00fcresel piyasalarda kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, g\u00f6zler bu hafta ABD Merkez Bankas\u0131 (Fed) ve Avrupa Merkez Bankas\u0131n\u0131n (ECB) a\u00e7\u0131klayaca\u011f\u0131 faiz kararlar\u0131na \u00e7evrildi.<\/p>\n\n\n\n
ABD\u2019de ba\u015fkanl\u0131k koltu\u011funa oturan Trump\u2019\u0131n ticari tarife s\u00f6ylemlerinin etkilerine y\u00f6nelik belirsizlikler varl\u0131\u011f\u0131n\u0131 korumaya devam ederken, yeni ABD y\u00f6netiminin d\u0131\u015f politikada att\u0131\u011f\u0131 ad\u0131mlar da yak\u0131ndan takip ediliyor.<\/p>\n\n\n\n
Analistler, tarifelerin k\u00fcresel bir ticaret sava\u015f\u0131n\u0131 tetiklemesinden ve enflasyonist bask\u0131lar\u0131 art\u0131rmas\u0131ndan endi\u015fe edildi\u011fini aktararak, bu durumun \u00e7ar\u015famba g\u00fcn\u00fc d\u00fczenlenecek para politikas\u0131 toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 sabit tutmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131lan Fed\u2019in gev\u015feme konusunda daha temkinli olabilece\u011finin beklendi\u011fini ifade etti.<\/p>\n\n\n\n
Trump, d\u00fcn ba\u015fkanl\u0131k u\u00e7a\u011f\u0131 Air Force One\u2019da Kanada ve Gr\u00f6nland\u2019a ili\u015fkin tart\u0131\u015fmaya yol a\u00e7an ifadelerine ili\u015fkin gazetecilere a\u00e7\u0131klama yapt\u0131.<\/p>\n\n\n\n
Kanada\u2019n\u0131n, ABD\u2019nin 51. eyaleti olmas\u0131 iste\u011fine ili\u015fkin Trump, \u201cKanada\u2019da \u00e7ok arkada\u015f\u0131m var ve onlar bizi, beni seviyor. Ancak Kanada, y\u0131llard\u0131r ABD\u2019den istifade ediyor ve buna izin vermeyece\u011fiz.\u201d dedi.<\/p>\n\n\n\n
Trump, \u00fclkesinin her y\u0131l Kanada\u2019ya milyonlarca dolar kaybetti\u011fini savunarak \u201cE\u011fer \u00fclke bir eyalet de\u011filse y\u00fczlerce milyon dolar\u0131 oraya harcamak istemiyorum. Eyalet olursa Kanada halk\u0131 \u00e7ok daha d\u00fc\u015f\u00fck vergiler \u00f6deyecek.\u201d diye konu\u015ftu.<\/p>\n\n\n\n
Bunun yan\u0131 s\u0131ra Trump, Danimarka\u2019dan Gr\u00f6nland\u2019\u0131 \u201csat\u0131n almak\u201d istedi\u011fini yineleyerek \u201cGr\u00f6nland\u2019\u0131 alabilece\u011fimize inan\u0131yorum \u00e7\u00fcnk\u00fc bu, d\u00fcnyan\u0131n \u00f6zg\u00fcrl\u00fc\u011f\u00fcyle ilgili. Oraya \u00f6zg\u00fcrl\u00fc\u011f\u00fc g\u00f6t\u00fcrebilecek olan\u0131n biz olmam\u0131z d\u0131\u015f\u0131nda konunun ABD ile alakas\u0131 yok.\u201d de\u011ferlendirmesinde bulundu.<\/p>\n\n\n\n
TikTok\u2019a ili\u015fkin a\u00e7\u0131klamalar da yapan Trump, platformu sat\u0131n alabilecek yat\u0131r\u0131mc\u0131larla g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirtti. Trump, \u201cBir\u00e7ok ki\u015fi benimle g\u00f6r\u00fc\u015f\u00fcyor. \u00d6nemli ki\u015filer.\u201d diyerek, 30 g\u00fcn i\u00e7inde konuya ili\u015fkin bir karar verebilece\u011fini dile getirdi.<\/p>\n\n\n\n
\u00d6te yandan, Trump, Truth Social hesab\u0131ndan yapt\u0131\u011f\u0131 a\u00e7\u0131klamada ABD\u2019den gelen Kolombiyal\u0131 g\u00f6\u00e7menleri ta\u015f\u0131yan u\u00e7aklar\u0131n \u00fclkeye ini\u015fine izin vermemesi nedeniyle Kolombiya\u2019ya tarife ve yapt\u0131r\u0131m uygulanmas\u0131 talimat\u0131n\u0131 verdi\u011fini s\u00f6yledi.<\/p>\n\n\n\n
Kolombiya\u2019dan ABD\u2019ye giren t\u00fcm mallar i\u00e7in acil y\u00fczde 25 g\u00fcmr\u00fck vergisi uygulanmas\u0131 istedi\u011fini belirten Trump, bir hafta i\u00e7inde bu oran\u0131n y\u00fczde 50\u2019ye y\u00fckseltilece\u011fini vurgulad\u0131.<\/p>\n\n\n\n
Ayr\u0131ca cuma g\u00fcn\u00fc a\u00e7\u0131klanan verilere g\u00f6re, ABD\u2019de Michigan \u00dcniversitesince \u00f6l\u00e7\u00fclen t\u00fcketici g\u00fcven endeksi, ocakta a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilerek 71,1 oldu.<\/p>\n\n\n\n
\u00dclkede t\u00fcketici g\u00fcveni, i\u015fsizlik ve olas\u0131 tarifelerin enflasyon \u00fczerindeki etkilerine ili\u015fkin endi\u015felerle alt\u0131 ay\u0131n ard\u0131ndan ilk kez d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n\n\n\n
T\u00fcketicilerin k\u0131sa vadeli enflasyon beklentisi ocakta y\u00fczde 2,8\u2019den y\u00fczde 3,3\u2019e \u00e7\u0131karken, May\u0131s 2024\u2019ten bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc. Uzun vadeli enflasyon beklentisi de y\u00fczde 3\u2019ten y\u00fczde 3,2\u2019ye y\u00fckseldi.<\/p>\n\n\n\n
ABD\u2019de imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), ocakta ayl\u0131k 0,7 puan artarak 50,1 ile piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015firken, hizmet sekt\u00f6r\u00fc PMI ise ayn\u0131 d\u00f6nemde 4 puan azal\u0131\u015fla 52,8\u2019e inerek piyasa beklentilerinin alt\u0131nda kald\u0131.<\/p>\n\n\n\n
\u00dclkede ikinci el konut sat\u0131\u015flar\u0131 ise ge\u00e7en y\u0131l\u0131n son ay\u0131nda ayl\u0131k y\u00fczde 2,2 artarak \u015eubat 2024\u2019den bu yana en y\u00fcksek seviyesine ula\u015fmas\u0131na kar\u015f\u0131n y\u00fcksek mortgage (konut kredisi) faiz oranlar\u0131 ve konut fiyatlar\u0131n\u0131n etkisiyle 2024 genelinde 1995\u2019ten bu yana en d\u00fc\u015f\u00fck seviyesini kaydetti.<\/p>\n\n\n\n
Kurumsal tarafta ise \u00c7inli yapay zeka giri\u015fimi DeepSeek\u2019in son yapay zeka modelinin d\u00fc\u015f\u00fck maliyetle ve az say\u0131da \u00e7ip kullanarak geli\u015ftirildi\u011fine y\u00f6nelik haber ak\u0131\u015f\u0131 ve s\u00f6z konusu modelin uygulama ma\u011fazalar\u0131nda ilk s\u0131raya yerle\u015fmesinin piyasalar \u00fczerinde etkisi yak\u0131ndan takip ediliyor.<\/p>\n\n\n\n
ABD\u2019de bilan\u00e7o sezonu devam ederken Microsoft, Meta, Apple ve Tesla gibi teknoloji devlerinin bu hafta a\u00e7\u0131klanacak bilan\u00e7olar\u0131n\u0131n beklendi\u011fine i\u015faret eden analistler, yo\u011funla\u015fan bilan\u00e7o sezonunda hisse ve sekt\u00f6r bazl\u0131 oynakl\u0131klar\u0131n artabilece\u011fini kaydetti.<\/p>\n\n\n\n
S\u00f6z konusu geli\u015fmelerle, ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,59 seviyesinde bulunurken, dolar endeksi ise y\u00fczde 0,3 y\u00fckseli\u015fle 107,8 seviyesinden haftaya ba\u015flad\u0131.<\/p>\n\n\n\n
Alt\u0131n\u0131n ons fiyat\u0131 cuma g\u00fcn\u00fc y\u00fczde 0,6 art\u0131\u015fla 2 bin 771 dolardan kapan\u0131rken, \u015fu s\u0131ralarda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,6 alt\u0131nda 2 bin 754 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n
Brent petrol\u00fcn varil fiyat\u0131 ise sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlerken, yeni haftaya y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle 77 dolardan ba\u015flad\u0131.<\/p>\n\n\n\n
Bu geli\u015fmelerle New York Borsas\u0131\u2019nda cuma g\u00fcn\u00fc, S&P 500 endeksi y\u00fczde 0,29, Dow Jones endeksi y\u00fczde 0,32 ve Nasdaq endeksi y\u00fczde 0,50 d\u00fc\u015ft\u00fc. ABD\u2019de endeks vadeli kontratlar yeni haftaya ise negatif seyirle ba\u015flad\u0131.<\/p>\n\n\n\n
Avrupa borsalar\u0131nda cuma g\u00fcn\u00fc kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, resesyon endi\u015feleri piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili oluyor.<\/p>\n\n\n\n
B\u00f6lge genelinde \u00fclkeler orta vade i\u00e7in belirlenen enflasyon hedeflerine ula\u015fmada zorluk \u00e7ekerken, d\u00fc\u015f\u00fck seyreden imalat aktivitesi resesyon endi\u015felerini beslemeye devam ediyor.<\/p>\n\n\n\n
Cuma g\u00fcn\u00fc a\u00e7\u0131klanan verilere g\u00f6re, Avro B\u00f6lgesi\u2019nde imalat sanayi PMI ocakta 46,1 ile beklentilerin \u00fczerinde gelmesine kar\u015f\u0131n zay\u0131f seyretmeye devam ederken, Avro B\u00f6lgesi\u2019nin en b\u00fcy\u00fck ekonomisi olan Almanya\u2019da imalat sanayi PMI 44,1 ile d\u00fc\u015f\u00fck kalmaya devam etti.<\/p>\n\n\n\n
Analistler, gelecek d\u00f6nemde b\u00f6lgede resesyon-enflasyon ikileminin daha \u00e7ok etkili olmas\u0131n\u0131n, ECB\u2019nin enflasyonla m\u00fccadelesi zorla\u015ft\u0131rabilece\u011fini ifade ederek, uzun s\u00fcren parasal s\u0131k\u0131l\u0131\u011f\u0131n resesyon risklerini besleyebilece\u011fini s\u00f6yledi.<\/p>\n\n\n\n
ECB\u2019nin per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 y\u0131l\u0131n ilk faiz karar\u0131 \u00f6ncesinde para piyasalar\u0131ndaki fiyatlamalarda Bankan\u0131n 25 baz puan faiz indirimine gitmesine kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n\n\n\n
\u00d6te yandan, ECB yetkililerinin a\u00e7\u0131klamalar\u0131 da takip edilirken, ECB Ba\u015fkan\u0131 Christine Lagarde cuma g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada Avrupa Birli\u011fi (AB) ve ABD\u2019nin ticari sorunlar\u0131 m\u00fczakere ederek ili\u015fkileri g\u00fcvenli bir \u00e7er\u00e7eveye oturtmas\u0131 gerekti\u011fini bildirdi.<\/p>\n\n\n\n
Bu geli\u015fmelerle, cuma g\u00fcn\u00fc Fransa\u2019da CAC 40 endeksi y\u00fczde 0,44 ve \u0130talya\u2019da FTSE MIB 30 endeksi 0,24 de\u011fer kazan\u0131rken, Almanya\u2019da DAX 40 endeksi y\u00fczde 0,08, \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,73 de\u011fer kaybetti. Avrupa\u2019da endeks vadeli kontratlar yeni de g\u00fcne kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.<\/p>\n\n\n\n
Asya taraf\u0131nda Japonya hari\u00e7 pozitif bir seyir izlenirken, \u00c7in Merkez Bankas\u0131 (PBoC), yakla\u015fan Bahar Bayram\u0131 (\u00c7in Yeni Y\u0131l\u0131) \u00f6ncesinde yeterli likiditenin sa\u011flanmas\u0131 amac\u0131yla d\u00fcn piyasaya 14 g\u00fcn vadeli ters repo operasyonuyla 151 milyar yuan enjekte etti.<\/p>\n\n\n\n
\u00d6te yandan, \u00c7in Menkul K\u0131ymetler D\u00fczenleme Komisyonu (CSRC), d\u00fcn yay\u0131mlad\u0131\u011f\u0131 a\u00e7\u0131klamada, h\u00fck\u00fcmetin yapaca\u011f\u0131 \u00e7al\u0131\u015fmalarla sermaye piyasas\u0131nda endeks yat\u0131r\u0131m\u0131n\u0131n \u00f6l\u00e7e\u011finde ve oran\u0131nda \u00f6nemli bir art\u0131\u015f sa\u011flamay\u0131 hedefledi\u011fini bildirdi.<\/p>\n\n\n\n
A\u00e7\u0131klamada, endeks fonlar\u0131n\u0131n varl\u0131k tahsis i\u015flevini g\u00fc\u00e7lendirmenin ve orta ve uzun vadeli fonlar\u0131n piyasaya girmesi i\u00e7in daha kolay kanallar sa\u011flanmas\u0131n\u0131n hedefledi\u011fi aktar\u0131ld\u0131.<\/p>\n\n\n\n
Analistler, \u00c7in h\u00fck\u00fcmetinin Trump\u2019\u0131n g\u00f6reve gelmesinin ard\u0131ndan artan ticari risklerin piyasalarda etkisini azaltmak i\u00e7in te\u015fviklerin a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 kaydederek, s\u00f6z konusu te\u015fviklerin azalan risk i\u015ftah\u0131n\u0131n canlanmas\u0131nda etkili oldu\u011funu s\u00f6yledi.<\/p>\n\n\n\n
Bug\u00fcn b\u00f6lgede a\u00e7\u0131klanan verilere g\u00f6re \u00c7in\u2019de ocak ay\u0131 imalat sanayi PMI 49,1 ile beklentilerin alt\u0131nda kal\u0131rken, Japonya\u2019da kas\u0131m ay\u0131na ili\u015fkin \u00f6nc\u00fc endeks 107,5 oldu.<\/p>\n\n\n\n
G\u00fcney Kore\u2019de bug\u00fcnden cuma g\u00fcn\u00fcne kadar, \u00c7in\u2019de ise yar\u0131ndan itibaren hafta boyunca tatil sebebiyle i\u015flemler ger\u00e7ekle\u015fmeyecek.<\/p>\n\n\n\n
Bu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,8 d\u00fc\u015ferken, \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 ve Hong Kong\u2019da Hang Seng endeksi y\u00fczde 1 y\u00fckseldi.<\/p>\n\n\n\n
Yurt i\u00e7inde cuma g\u00fcn\u00fc sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul\u2019da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,08 de\u011fer kaybederek 10.104,85 puandan tamamlad\u0131.<\/p>\n\n\n\n
Bununla birlikte, cuma g\u00fcn\u00fc uluslararas\u0131 derecelendirme kurulu\u015fu Moody\u2019s, T\u00fcrkiye\u2019nin kredi notuyla ilgili bir karar almazken \u00fclkeye ili\u015fkin periyodik de\u011ferlendirmesini tamamlad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n\n\n\n
Kredi derecelendirme kurulu\u015fundan yap\u0131lan a\u00e7\u0131klamada, T\u00fcrkiye\u2019nin kredi notlar\u0131n\u0131n, \u00fclkenin b\u00fcy\u00fck, \u00e7e\u015fitlendirilmi\u015f ve diren\u00e7li ekonomisi, \u0131l\u0131ml\u0131 kamu bor\u00e7 y\u00fck\u00fc ve iyile\u015fen para ve makroekonomik politika etkinli\u011fiyle desteklendi\u011fi aktar\u0131ld\u0131.<\/p>\n\n\n\n
Dolar\/TL, cuma g\u00fcn\u00fc y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 35,6760\u2019tan kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda yatay seyirle 35,6990 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n
Analistler, bug\u00fcn yurt i\u00e7inde reel kesim g\u00fcven endeksi, kapasite kullan\u0131m oran\u0131, yurt d\u0131\u015f\u0131nda ise Almanya\u2019da Ifo i\u015f d\u00fcnyas\u0131 g\u00fcven endeksi, ABD\u2019de in\u015faat izinleri, yeni konut sat\u0131\u015flar\u0131 ve Dallas Fed imalat sanayi endeksinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 10.100 ve 10.000 seviyesinin destek, 10.200 ve 10.250 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, ge\u00e7en hafta ABD\u2019de ba\u015fkanl\u0131k g\u00f6revini devralan Donald Trump\u2019\u0131n beklendi\u011fi \u00f6l\u00e7\u00fcde kapsaml\u0131 tarifeler uygulamamas\u0131n\u0131n etkisiyle pozitif bir seyir \u00f6ne<\/p>\n","protected":false},"author":3,"featured_media":58847,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[8],"tags":[],"_links":{"self":[{"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/posts\/58846"}],"collection":[{"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/comments?post=58846"}],"version-history":[{"count":1,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/posts\/58846\/revisions"}],"predecessor-version":[{"id":58848,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/posts\/58846\/revisions\/58848"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/media\/58847"}],"wp:attachment":[{"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/media?parent=58846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/categories?post=58846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.senolkaan.com\/wp-json\/wp\/v2\/tags?post=58846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}