K\u00fcresel piyasalarda, ABD’de enflasyon bilgilerinin beklentilere paralel gelmesine ra\u011fmen, jeopolitik tela\u015flar\u0131n artmas\u0131, \u015firketlerin a\u00e7\u0131klad\u0131\u011f\u0131 bilan\u00e7olardan gelen kar\u0131\u015f\u0131k sinyaller ve ABD idaresinin uygulad\u0131\u011f\u0131 tarifelerin yasal niteli\u011fine ait mahkemenin bug\u00fcn bir karar a\u00e7\u0131klayabilece\u011fi \u00f6ng\u00f6r\u00fcleriyle risk i\u015ftah\u0131 zay\u0131flad\u0131.<\/p>\n
ABD’nin iktisada ait a\u00e7\u0131klanan datalar\u0131 ve \u00fclkedeki geli\u015fmeler d\u00fcnya genelinde hisse piyasalar\u0131 \u00fczerinde tesirli olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. D\u00fcn, \u00fclkede enflasyon datalar\u0131 beklentilere paralel sonu\u00e7lansa da h\u00fck\u00fcmetin kapal\u0131 kald\u0131\u011f\u0131 devirde sa\u011fl\u0131kl\u0131 \u00f6l\u00e7\u00fcmleme yap\u0131lamad\u0131\u011f\u0131na ait de\u011ferlendirmeler bu duruma y\u00f6nelik iyimserlikleri t\u00f6rp\u00fcledi.<\/p>\n
ABD’de \u00e7ekirdek enflasyonun iddialar\u0131n alt\u0131nda ger\u00e7ekle\u015fmesine kar\u015f\u0131n, y\u0131ll\u0131k bazda y\u00fczde 2,6’l\u0131k sonu\u00e7 vermesi, yat\u0131r\u0131mc\u0131lar\u0131 fiyat istikrar\u0131n\u0131n \u015fimdi tam manas\u0131yla sa\u011flanamad\u0131\u011f\u0131 fikrine y\u00f6nlendirdi.<\/p>\n
Enflasyon raporunda, T\u00fcketici Fiyat Endeksine (T\u00dcFE) ait ekim ve Kas\u0131m 2025 bilgileri, ge\u00e7en y\u0131l \u00f6denek kesintisinin ya\u015fand\u0131\u011f\u0131 periyoda denk gelmesi nedeniyle toplanamad\u0131\u011f\u0131ndan yer almad\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump ise enflasyon datalar\u0131n\u0131n “d\u00fc\u015f\u00fck” oldu\u011funa i\u015faret ederek, ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Jerome Powell’\u0131n faiz oranlar\u0131n\u0131 “anlaml\u0131 \u00f6l\u00e7\u00fcde” d\u00fc\u015f\u00fcrmesi gerekti\u011fini tabir etti.<\/p>\n
S\u00f6z konusu datalar\u0131n \u0131\u015f\u0131\u011f\u0131nda Fed’in gelecekteki siyaset ad\u0131mlar\u0131na ait beklentilerde hudutlu de\u011fi\u015fiklikler g\u00f6ze \u00e7arpt\u0131. Para piyasalar\u0131ndaki fiyatlamalarda, Fed’in bu ayki toplant\u0131s\u0131nda siyaset faizini sabit b\u0131rakaca\u011f\u0131na dair \u00f6ng\u00f6r\u00fcler g\u00fc\u00e7l\u00fc kalmaya devam ederken, yat\u0131r\u0131mc\u0131lar\u0131n mart ve nisan aylar\u0131na y\u00f6nelik beklentilerinin de bu duru\u015fun s\u00fcrece\u011fi istikametinde a\u011f\u0131rla\u015ft\u0131\u011f\u0131 izleniyor.<\/p>\n
ABD’N\u0130N MUHTEMEL \u0130RAN M\u00dcDAHALES\u0130<\/b><\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olan jeopolitik geli\u015fmelerde, ABD idaresinin \u0130ran’daki olaylara kar\u015f\u0131 sergiledi\u011fi tav\u0131r \u00f6ne \u00e7\u0131k\u0131yor. Lider Trump, \u0130ran’daki \u015fovlarda hayat\u0131n\u0131 kaybeden \u015fah\u0131slar\u0131n say\u0131s\u0131na ait bir k\u0131ymetlendirme toplant\u0131s\u0131 yap\u0131p sonra “bir karar vereceklerini” s\u00f6yledi.<\/p>\n
Wall Street Journal (WSJ) gazetesinin ismini payla\u015fmak istemeyen kaynaklara dayand\u0131rd\u0131\u011f\u0131 haberine nazaran, K\u00f6rfez \u00fclkeleri Trump idaresini \u0130ran’a y\u00f6nelik muhtemel bir h\u00fccumdan vazge\u00e7irmeye \u00e7al\u0131\u015f\u0131yor.<\/p>\n
S\u00f6z konusu haber ak\u0131\u015f\u0131nda K\u00f6rfez \u00fclkelerinin, \u0130ran’a y\u00f6nelik m\u00fcmk\u00fcn ak\u0131nlar\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en petrol tankerlerinin seyrini aksatmas\u0131ndan ve olu\u015fabilecek b\u00f6lgesel istikrars\u0131zl\u0131klardan kayg\u0131 etti\u011fini bildirildi.<\/p>\n
Bu ortada D\u00fcnya Bankas\u0131, yay\u0131mlad\u0131\u011f\u0131 yeni raporunda, global ekonomik b\u00fcy\u00fcme kestirimlerini bu y\u0131l i\u00e7in y\u00fczde 2,4’ten y\u00fczde 2,6’ya ve gelecek y\u0131l i\u00e7in y\u00fczde 2,6’dan y\u00fczde 2,7’ye y\u00fckseltti. Raporda, ABD iktisad\u0131n\u0131n bu y\u0131la ait b\u00fcy\u00fcme beklentisinin y\u00fczde 1,6’dan y\u00fczde 2,2’ye \u00e7\u0131kar\u0131ld\u0131\u011f\u0131, gelecek y\u0131la ait iddian\u0131n ise y\u00fczde 1,9 olarak korundu\u011fu bildirildi.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi d\u00fcnk\u00fc kapan\u0131\u015f\u0131n\u0131n 1 baz puan \u00fczerinde y\u00fczde 4,18’de, dolar endeksi ise yatay seyirle 99,1 d\u00fczeyinde bulunuyor.<\/p>\n
Artan jeopolitik tansiyon yat\u0131r\u0131mc\u0131lar\u0131 inan\u00e7l\u0131 liman varl\u0131klara iterken, yat\u0131r\u0131mc\u0131lar\u0131n bu refleksi ons alt\u0131n\u0131 daha da \u00fcst ta\u015f\u0131yor. Alt\u0131n\u0131n onsu yeni s\u00fcre\u00e7 g\u00fcn\u00fcnde y\u00fczde 1,1 art\u0131\u015fla 4 bin 639 dolardan s\u00fcre\u00e7 g\u00f6rerek rekor d\u00fczeylere yak\u0131n seyrediyor.<\/p>\n
K\u0131ymetli metallerden g\u00fcm\u00fc\u015f\u00fcn onsunda da art\u0131\u015f dikkati \u00e7ekiyor. G\u00fcm\u00fc\u015f\u00fcn onsu bug\u00fcn y\u00fczde 5 art\u0131\u015fla 91 dolar\u0131 a\u015farak rekor tazeledi ve son 3 s\u00fcre\u00e7 g\u00fcn\u00fcnde y\u00fckselmesinin akabinde yeni g\u00fcne de al\u0131\u015f y\u00fckl\u00fc ba\u015flam\u0131\u015f oldu.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 ise y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 64,9 dolarda seyrediyor.<\/p>\n
TRUMP’IN KRED\u0130 KARTI FA\u0130ZLER\u0130NE HUDUT MESAJI<\/b><\/p>\n
Kurumsal tarafta ABD’nin en b\u00fcy\u00fck bankalar\u0131ndan JPMorgan Chase’in paylar\u0131, bilan\u00e7osunda beklentilerin \u00fczerinde kar ve gelir bildirmesine kar\u015f\u0131n y\u00fczde 4’ten fazla k\u0131ymet kaybetti.<\/p>\n
Analistler, Trump’\u0131n kredi kart\u0131 faizlerine y\u00fczde 10’luk \u00fcst hudut getirilmesini \u00f6nermesinin, finans \u015firketlerinin karl\u0131l\u0131\u011f\u0131n\u0131 olumsuz etkileyebilece\u011fi kestirimlerinin kelam konusu d\u00fc\u015f\u00fc\u015fte tesirli oldu\u011funu tabir etti.<\/p>\n
Yat\u0131r\u0131mc\u0131lar, ABD’de b\u00fcy\u00fck bankalar\u0131n a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar\u0131 yak\u0131ndan takip ediyor. Bu do\u011frultuda bug\u00fcn Bank of America ve Wells Fargo’nun finansal sonu\u00e7lar\u0131 bekleniyor.<\/p>\n
Bu geli\u015fmelerle New York borsas\u0131nda d\u00fcn negatif bir seyir izlendi. S&P 500 endeksi y\u00fczde 0,19, Nasdaq endeksi y\u00fczde 0,1 ve Dow Jones endeksi y\u00fczde 0,8 d\u00fc\u015ft\u00fc. ABD’de endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k ba\u015flad\u0131.<\/p>\n
AVRUPA BORSALARI DALGALI SEYRETT\u0130<\/b><\/p>\n
Avrupa borsalar\u0131nda d\u00fcn kar\u0131\u015f\u0131k bir seyir izlenirken, Rusya-Ukrayna Sava\u015f\u0131 ve \u0130ran ba\u015fta olmak \u00fczere jeopolitik geli\u015fmeler yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer al\u0131yor.<\/p>\n
Birle\u015fmi\u015f Milletler (BM), \u0130ran’daki protestolara kar\u015f\u0131 d\u0131\u015f askeri m\u00fcdahale telaffuzlar\u0131n\u0131n art\u0131\u015f\u0131ndan \u00f6t\u00fcr\u00fc tela\u015f duyduklar\u0131n\u0131 bildirdi.<\/p>\n
BM Genel Sekreter S\u00f6zc\u00fcs\u00fc Stephane Dujarric, \u0130ran’daki geli\u015fmelerle ilgili gazetecilerin sorular\u0131n\u0131 cevaplad\u0131. ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ranl\u0131 protestoculara \u015fovlara devam etmeleri tavsiyesinde bulunup, “yard\u0131m yolda” s\u00f6z\u00fcn\u00fc kullanmas\u0131yla ilgili bir soru \u00fczerine Dujarric, “\u015eunu belirtmek isterim ki, \u0130ran’\u0131n durumuyla ilgili olarak g\u00f6rd\u00fc\u011f\u00fcm\u00fcz askeri telaffuzlar\u0131n art\u0131\u015f\u0131ndan elbette \u00e7ok tela\u015fl\u0131y\u0131z.” dedi.<\/p>\n
\u00d6te yandan D\u00fcnya Bankas\u0131, yay\u0131mlad\u0131\u011f\u0131 yeni raporunda, global ekonomik b\u00fcy\u00fcme iddialar\u0131n\u0131 bu y\u0131l i\u00e7in y\u00fczde 2,4’ten y\u00fczde 2,6’ya ve gelecek y\u0131l i\u00e7in y\u00fczde 2,6’dan y\u00fczde 2,7’ye y\u00fckseltti. Avro B\u00f6lgesi iktisad\u0131n\u0131n b\u00fcy\u00fcme beklentisinin ise bu y\u0131l i\u00e7in y\u00fczde 0,8’den y\u00fczde 0,9’a ve gelecek y\u0131l i\u00e7in y\u00fczde 1’den y\u00fczde 1,2’ye y\u00fckseltildi\u011fi kaydedildi.<\/p>\n
Bu geli\u015fmelerle \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,45 ve Fransa’da CAC 40 y\u00fczde 0,14 d\u00fc\u015ferken, Almanya’da DAX 40 endeksi ve \u0130ngiltere’de FTSE 100 endeksi yatay seyretti.<\/p>\n
ASYA BORSALARI OLUMLU SEYRETT\u0130<\/b><\/p>\n
Asya taraf\u0131nda ise Japonya’daki te\u015fvik beklentileri ve \u00c7in’de yapay zeka ve yar\u0131 iletken \u015firketleri \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki y\u00fckseli\u015flerle b\u00f6lge genelinde risk i\u015ftah\u0131 y\u00fcksek seyrediyor.<\/p>\n
ABD idaresi, Nvidia’n\u0131n H200 \u00e7ipi ve muadilleri ile daha az geli\u015fmi\u015f yar\u0131 iletkenlerin \u00c7in’e ihracat\u0131n\u0131n muhakkak \u015fartlar alt\u0131nda \u00f6n\u00fcn\u00fc a\u00e7abilecek d\u00fczenlemeye gitti. Bu geli\u015fmeyle \u00c7inli \u00e7ip \u00fcreticisi paylar\u0131 de y\u00fckseldi.<\/p>\n
\u00c7inli teknoloji \u015firketi Cambricon Technologies paylar\u0131 y\u00fczde 1,6, \u00c7in’in en b\u00fcy\u00fck yar\u0131 iletken \u00fcreticisi Milletleraras\u0131 Yar\u0131 \u0130letken \u0130malat \u015eirketi (SMIC) paylar\u0131 de y\u00fczde 2,1 art\u0131\u015f kaydetti.<\/p>\n
\u00d6te yandan Japonya’da erken se\u00e7im konusu g\u00fcndemi me\u015fgul etmeyi s\u00fcrd\u00fcr\u00fcyor. Erken se\u00e7im muhtemelli\u011fine dair haber ak\u0131\u015f\u0131, Ba\u015fbakan Takaichi Sanae’nin parlamentoda daha g\u00fc\u00e7l\u00fc bir pozisyon elde edece\u011fi ve bu sayede de h\u00fck\u00fcmetinin daha fazla mali te\u015fvik sa\u011flayabilece\u011fi istikametindeki beklentileri art\u0131rd\u0131.<\/p>\n
Japonya’da Nikkei 225 endeksi 54.522 puanla rekor k\u0131rd\u0131. Dolar\/yen paritesi 159,5 ile Temmuz 2024’ten bu yana en y\u00fcksek seviyeyi test etti.<\/p>\n
Analistler, Dolar\/yen paritesinin 160 d\u00fczeyini a\u015fmas\u0131 durumunda kura m\u00fcdahale olabilece\u011fini s\u00f6yledi. Bu durumda Japonya Merkez Bankas\u0131’n\u0131n (BoJ) faiz art\u0131r\u0131m\u0131na ait beklentilerin nisan ay\u0131na kayabilede\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
B\u00f6lgede bug\u00fcn a\u00e7\u0131klanan bilgilere nazaran, \u00c7in’de d\u0131\u015f ticaret istikrar\u0131 aral\u0131kta 808,8 milyar yuan (yakla\u015f\u0131k 114 milyar dolar) fazla verdi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,4, Hong Kong’da Hang Seng endeksi y\u00fczde 0,8, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,3 ve \u00c7in’de \u015eanghay bile\u015fik endeksi de y\u00fczde 1,2 y\u00fckseldi.<\/p>\n
BORSA G\u00dcN\u00dc REKORLA KAPATTI<\/b><\/p>\n
D\u00fcn al\u0131\u015f y\u00fckl\u00fc bir seyir izleyen BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,07 bedel kazanarak 12.385,61 puanla rekor d\u00fczeyden tamamlarken, g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek d\u00fczeyini 12.428,44 puana ta\u015f\u0131d\u0131.<\/p>\n
Borsa \u0130stanbul Vadeli S\u00fcre\u00e7 ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 \u015fubat vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda ola\u011fan seans kapan\u0131\u015f\u0131na nazaran y\u00fczde 0,3 artarak 14.125,00 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn\u00fc y\u00fckseli\u015f e\u011filiminde 43,1530’dan tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda evvelki kapan\u0131\u015f\u0131n \u00e7abucak \u00fcst\u00fcnde 43,1680’den s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde data g\u00fcndeminin sakin olaca\u011f\u0131n\u0131, yurt d\u0131\u015f\u0131nda ise ABD’de \u00dcretici Fiyat Endeksi ve cari s\u00fcre\u00e7ler istikrar\u0131 ba\u015fta olmak \u00fczere a\u011f\u0131r bilgi g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 12.500 ve 12.600 puan\u0131n diren\u00e7, 12.300 ve 12.200 puan\u0131n ise dayanak pozisyonunda oldu\u011funu s\u00f6z etti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek datalar \u015f\u00f6yle:<\/strong><\/p>\n 09.00 Japonya, aral\u0131k ay\u0131 y\u0131ll\u0131k makine sipari\u015fleri<\/p>\n 15.00 ABD, haftal\u0131k mortgage ba\u015fvurular\u0131<\/p>\n 16.30 ABD, kas\u0131m ay\u0131 \u00dcretici Fiyat Endeksi<\/p>\n 16.30 ABD, kas\u0131m ay\u0131 perakende sat\u0131\u015flar<\/p>\n 16.30 ABD, 3. \u00e7eyrek cari s\u00fcre\u00e7ler dengesi<\/p>\n 18.00 ABD, aral\u0131k ay\u0131 ikinci el konut sat\u0131\u015flar\u0131<\/p>\n 22.00 ABD, Fed’in Bej Kitap raporu<\/p>\n","protected":false},"excerpt":{"rendered":" ABD\u2019de enflasyon bilgilerinin beklentileri kar\u015f\u0131lamas\u0131na kar\u015f\u0131n jeopolitik tansiyonlar\u0131n t\u0131rmanmas\u0131, \u015firket bilan\u00e7olar\u0131ndan gelen kar\u0131\u015f\u0131k sinyaller ve tarifelere ait kritik bir mahkeme karar\u0131n\u0131n beklentisi global piyasalarda risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":89692,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,2257,56,138,379],"class_list":["post-89691","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-endeksi","tag-iliskin","tag-iran","tag-kar"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/89691","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=89691"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/89691\/revisions"}],"predecessor-version":[{"id":89693,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/89691\/revisions\/89693"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/89692"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=89691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=89691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=89691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}