K\u00fcresel piyasalar, ABD’de h\u00fck\u00fcmetin yine kapanma ihtimalinin g\u00fcndemde kalmas\u0131, ABD Merkez Bankas\u0131 (Fed) ba\u015fkanl\u0131\u011f\u0131 i\u00e7in muhtemel adaylara ait geli\u015fmeler ve \u015firket bilan\u00e7olar\u0131ndan al\u0131nan sinyallerin tesiriyle haftan\u0131n son s\u00fcre\u00e7 g\u00fcn\u00fcnde kar\u0131\u015f\u0131k bir seyir izlerken, bug\u00fcn ABD Ba\u015fkan\u0131 Donald Trump’\u0131n Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in aday\u0131n\u0131 a\u00e7\u0131klamas\u0131 bekleniyor.<\/p>\n
ABD’deki ekonomik ve siyasi geli\u015fmeler varl\u0131k fiyatlar\u0131 \u00fczerinde tesirli olmaya devam ediyor. \u00dclkede h\u00fck\u00fcmetin k\u0131smi de olsa tekrar kapanma ihtimali ile \u0130ran’a y\u00f6nelik askeri m\u00fcdahale kayg\u0131lar\u0131yla ba\u015flayan hafta, Fed’in para siyaseti kararlar\u0131 ve teknoloji \u015firketlerinin bilan\u00e7olar\u0131ndan al\u0131nan kar\u0131\u015f\u0131k sinyallerle risk i\u015ftah\u0131n\u0131n g\u00f6rece d\u00fc\u015f\u00fck seyretti\u011fi bir g\u00f6r\u00fcn\u00fcmle tamamlan\u0131yor.<\/p>\n
ABD’de h\u00fck\u00fcmetin kapanma riskleri ise \u015fimdi tam olarak giderilmedi. B\u00fct\u00e7e paketi \u00fczerinde g\u00f6r\u00fc\u015fmeler s\u00fcrerken, ABD Senatosu \u00c7o\u011funluk Lideri John Thune, h\u00fck\u00fcmetin finansman g\u00f6r\u00fc\u015fmelerinin hakikat istikamette ilerledi\u011fini s\u00f6yledi.<\/p>\n
ABD’deki haber ak\u0131\u015f\u0131na nazaran Senato’daki Demokratlar ve Cumhuriyet\u00e7iler, 5 harcama maddesinden olu\u015fan bir paket \u00fczerinde anla\u015ft\u0131. Ancak \u0130\u00e7 G\u00fcvenlik Bakanl\u0131\u011f\u0131 (DHS) finansman\u0131yla ilgili 6. bir maddeyi paketten \u00e7\u0131kard\u0131.<\/p>\n
Analistler, ABD’de h\u00fck\u00fcmetin tarihin en uzun kapanmas\u0131n\u0131n akabinde ikinci bir kapanma ya\u015famas\u0131n\u0131n piyasalarda fiyatlama istikrar\u0131n\u0131 bozabilece\u011fini, ayr\u0131yeten bu durumun ileriye d\u00f6n\u00fck beklentilerin tekrar g\u00f6zden ge\u00e7irilmesine yol a\u00e7abilece\u011fini belirtti.<\/p>\n
\u00d6te yandan Trump, Fed ba\u015fkanl\u0131\u011f\u0131na aday g\u00f6sterece\u011fi ismi bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131n\u0131 belirtti. Trump’\u0131n Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in aday g\u00f6sterebilece\u011fi isimler ortas\u0131nda Beyaz Saray Ulusal \u0130ktisat Kurulu Y\u00f6neticisi Kevin Hassett, Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller, eski Fed Y\u00f6netim Kurulu \u00dcyesi Kevin Warsh ve varl\u0131k idare \u015firketi BlackRock’ta y\u00f6neticilik yapan Rick Rieder bulunuyor.<\/p>\n
Ancak bu isimler ortas\u0131nda eski Fed Y\u00f6netim Kurulu \u00dcyesi Kevin Warsh \u00f6ne \u00e7\u0131k\u0131yor. ABD medyas\u0131nda, Warsh’\u0131n Trump taraf\u0131ndan Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in aday g\u00f6sterilmesinin y\u00fcksek ihtimal oldu\u011fu tabir ediliyor.<\/p>\n
Analistler, Warsh’\u0131n ge\u00e7mi\u015fte Trump’\u0131n t\u00fcm siyasetlerini savunan bir fig\u00fcr olmad\u0131\u011f\u0131n\u0131 lakin son periyotta bilhassa faiz oranlar\u0131n\u0131n indirilmesi gerekti\u011fi konusunda Trump ile \u00f6rt\u00fc\u015fen bir \u00e7izgiye gelse de, \u00f6b\u00fcr adaylara g\u00f6re Fed ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131 m\u00fcdafaaya daha meyilli olabilece\u011finin de\u011ferlendirildi\u011fini aktard\u0131.<\/p>\n
ALTIN VE G\u00dcM\u00dc\u015eTE SERT DALGALANMALAR<\/b><\/p>\n
Bu geli\u015fmelerle dolar endeksinde bir toparlanma g\u00f6r\u00fcl\u00fcrken, d\u00fcn ABD tahvil faizi ve alt\u0131n ile g\u00fcm\u00fc\u015f fiyatlar\u0131nda geri \u00e7ekilme izlendi. D\u00fcn, ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,23’e inerken, yeni s\u00fcre\u00e7 g\u00fcn\u00fcnde y\u00fczde 4,27’de bulunuyor.<\/p>\n
Alt\u0131n ve g\u00fcm\u00fc\u015fte sert fiyat hareketleri g\u00f6ze \u00e7arparken, alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn 5 bin 598 dolara \u00e7\u0131karak rekor tazelemesi sonras\u0131nda buradan gelen sat\u0131\u015flarla 5 bin 105 dolara kadar geriledi. Alt\u0131n\u0131n ons fiyat\u0131 g\u00fcn\u00fc 5 bin 396 dolarda tamamlad\u0131. Ons alt\u0131n yeni g\u00fcnde ise y\u00fczde 3,3 d\u00fc\u015f\u00fc\u015fle 5 bin 218 dolarda bulunuyor.<\/p>\n
Alt\u0131ndaki benzeri hareketler g\u00fcm\u00fc\u015fte de ya\u015fand\u0131. D\u00fcn 121 dolara y\u00fckselerek tarihi tepesini \u00fcst ta\u015f\u0131yan g\u00fcm\u00fc\u015f\u00fcn onsu, 106 dolara \u00e7ekilmesinin akabinde g\u00fcn\u00fc 116,6 dolarda kapatt\u0131. Ons g\u00fcm\u00fc\u015f yeni s\u00fcre\u00e7 g\u00fcn\u00fcnde ise y\u00fczde 4,7 d\u00fc\u015f\u00fc\u015fle 111,1 dolarda al\u0131c\u0131 buluyor.<\/p>\n
Analistler, Trump’\u0131n h\u00fck\u00fcmetin kapanmamas\u0131 i\u00e7in muahedeye yana\u015fabilece\u011fine y\u00f6nelik iddialar\u0131n inan\u00e7l\u0131 liman varl\u0131klara talebi azaltt\u0131\u011f\u0131n\u0131 s\u00f6yledi. ABD’nin Venezuela yapt\u0131r\u0131mlar\u0131n\u0131 hafifletmesiyle petrol arz\u0131ndaki tela\u015flar k\u0131smen azal\u0131rken, Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 1,6 azal\u0131\u015fla 68,4 dolara indi.<\/p>\n
Makroekonomik bilgi taraf\u0131nda, ABD’de birinci sefer i\u015fsizlik maa\u015f\u0131 m\u00fcracaat\u0131nda bulunanlar\u0131n say\u0131s\u0131, 24 Ocak ile biten haftada 209 bine inmesine kar\u015f\u0131n beklentilerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
ABD’nin d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 da ge\u00e7en y\u0131l kas\u0131mda ayl\u0131k bazda y\u00fczde 94,6 art\u0131\u015fla 56,8 milyar dolara ula\u015ft\u0131. T\u0131pk\u0131 periyotta \u00fclkenin ihracat\u0131 y\u00fczde 3,6 azal\u0131rken, ithalat\u0131 y\u00fczde 5 y\u00fckseldi.<\/p>\n
MICROSOFT’UN PAYLARI Y\u00dcZDE 10 D\u00dc\u015eT\u00dc P\u0130YASA BEDEL\u0130 AZALDI<\/b><\/p>\n
Kurumsal tarafta, bilan\u00e7osunda geliri ve kar\u0131n\u0131n beklentileri a\u015fmas\u0131na kar\u015f\u0131n bulut b\u00fcy\u00fcmesinin yava\u015flad\u0131\u011f\u0131n\u0131 bildiren Microsoft’un paylar\u0131 y\u00fczde 10 paha kaybetti ve piyasalara bask\u0131 yapt\u0131. Paylar\u0131ndaki d\u00fc\u015f\u00fc\u015fle birlikte Microsoft’un piyasa k\u0131ymeti yakla\u015f\u0131k 360 milyar dolar azald\u0131.<\/p>\n
Tesla’n\u0131n paylar\u0131 de kar ve geliri beklentilerin \u00fczerinde gelmesine ra\u011fmen y\u00fczde 3’ten fazla geriledi. Meta’n\u0131n paylar\u0131 ise \u015firketin beklentileri a\u015fan kar ve gelir bildirmesi ve g\u00fc\u00e7l\u00fc sat\u0131\u015f varsay\u0131mlar\u0131 a\u00e7\u0131klamas\u0131 sonras\u0131nda y\u00fczde 10’un \u00fczerinde y\u00fckseldi.<\/p>\n
Beklenenden daha g\u00fczel kar ve gelir a\u00e7\u0131klayan IBM’in paylar\u0131 de y\u00fczde 5 k\u0131ymet kazand\u0131. \u00d6te yandan ABD bas\u0131n\u0131nda, Amazon’un ChatGPT’nin geli\u015ftiricisi OpenAI’a 50 milyar dolara kadar yat\u0131r\u0131m yapmak \u00fczere g\u00f6r\u00fc\u015fmelerde bulundu\u011funa dair haberler \u00e7\u0131kt\u0131. Amazon’un paylar\u0131 g\u00fcn\u00fc hafif d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
Bu geli\u015fmelerle New York borsas\u0131nda S&P 500 endeksi y\u00fczde 0,13, Nasdaq endeksi y\u00fczde 0,72 d\u00fc\u015ferken, Dow Jones endeksi y\u00fczde 0,11 artt\u0131. ABD’de endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
AVRUPA BORSALARI DALGALI SEYRETT\u0130<\/b><\/p>\n
Avrupa borsalar\u0131nda d\u00fcn kar\u0131\u015f\u0131k bir hakim olurken, Trump’\u0131n Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in duyuraca\u011f\u0131 aday ve Euro B\u00f6lgesi ile Almanya’da a\u00e7\u0131klanacak b\u00fcy\u00fcme bilgileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
Dolar endeksindeki toparlanmayla euro\/dolar paritesi hudutlu da olsa geri \u00e7ekildi. Euro\/dolar paritesi y\u00fczde 0,3 d\u00fc\u015f\u00fc\u015fle 1,1930 d\u00fczeyinde bulunuyor. Jeopolitik geli\u015fmeler taraf\u0131nda Avrupa Birli\u011fi (AB) D\u0131\u015f Ba\u011flant\u0131lar ve G\u00fcvenlik Siyaseti Y\u00fcksek Temsilcisi Kaja Kallas, ABD’nin muhtemel \u0130ran sald\u0131r\u0131s\u0131 hakk\u0131nda “B\u00f6lgenin yeni bir sava\u015fa muhta\u00e7l\u0131\u011f\u0131 olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum.” dedi.<\/p>\n
Bu geli\u015fmelerle, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,17, Fransa’da CAC 40 endeksi y\u00fczde 0,06 artarken, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,14 ve Almanya’da DAX 40 endeksi y\u00fczde 2,07 d\u00fc\u015ft\u00fc. Avrupa’da endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k ba\u015flad\u0131.<\/p>\n
JAPONYA’DA ‘ENFLASYON YAVA\u015eLIYOR’<\/b><\/p>\n
Asya taraf\u0131nda kar\u0131\u015f\u0131k bir seyir izlenirken, Japonya’daki makroekonomik datalar b\u00f6lge g\u00fcndeminde \u00f6n planda yer al\u0131yor. Japonya’da enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ait \u00e7er\u00e7eve \u00e7izen Tokyo T\u00fcketici Fiyat Endeksi’nde (T\u00dcFE) ocak ay\u0131ndaki y\u0131ll\u0131k art\u0131\u015f y\u00fczde 1,5 ile beklentilerin alt\u0131nda kald\u0131. \u00c7ekirdek T\u00dcFE de y\u00fczde 2 art\u0131\u015fla varsay\u0131mlar\u0131n gerisinde ger\u00e7ekle\u015fti.<\/p>\n
\u00dclkede i\u015fsizlik oran\u0131 ge\u00e7en y\u0131l\u0131n aral\u0131k ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 2,6 ile \u00f6ng\u00f6r\u00fclere paralel ger\u00e7ekle\u015fti. Birebir ayda sanayi \u00fcretimi evvelki aya nazaran y\u00fczde 0,1 azal\u0131rken, y\u0131ll\u0131k olarak y\u00fczde 2,6’l\u0131k art\u0131\u015f kaydetti. Tokyo \u00e7ekirdek t\u00fcketici fiyat endeksindeki art\u0131\u015f son 15 ay\u0131n en d\u00fc\u015f\u00fck seviyesine indi.<\/p>\n
\u00dclkede a\u00e7\u0131klanan Tokyo T\u00dcFE verisindeki art\u0131\u015f surat\u0131 d\u00fc\u015fmesine ra\u011fmen Japonya Merkez Bankas\u0131’n\u0131n (BoJ) para siyasetinde s\u0131k\u0131la\u015fmaya gidece\u011fine y\u00f6nelik beklentiler g\u00fcc\u00fcn\u00fc koruyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,1, G\u00fcney Kore’de Kospi endeksi de y\u00fczde 0,9 y\u00fckselirken, Hong Kong’da Hang Seng endeksi y\u00fczde 1,8 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1,2 d\u00fc\u015ft\u00fc.<\/p>\n
BORSA D\u00dcN REKORLA KAPATTI<\/b><\/p>\n
D\u00fcn al\u0131\u015f y\u00fckl\u00fc bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 3,16 k\u0131ymet kazanarak 13.831,09 puanla rekor d\u00fczeyden tamamlarken, 302,5 milyar lira ile t\u00fcm vakitlerin en y\u00fcksek s\u00fcre\u00e7 hacmine ula\u015ft\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 g\u00fcn\u00fc ak\u015fam seans\u0131nda ola\u011fan seans kapan\u0131\u015f\u0131na nazaran y\u00fczde 0,11 azal\u0131\u015fla 14.502,00 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn\u00fc 43,4070’ten tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda evvelki kapan\u0131\u015f\u0131n y\u00fczde 0,2 art\u0131\u015fla 43,4900’dan s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde d\u0131\u015f ticaret istikrar\u0131 ile Hizmet \u00dcretici Fiyat Endeksi’nin, yurt d\u0131\u015f\u0131nda Almanya ve Euro B\u00f6lgesi’nde i\u015fsizlik oran\u0131 ile b\u00fcy\u00fcme bilgilerinin, ABD’de ise \u00dcretici Fiyat Endeksi’nin (\u00dcFE) ba\u015fta olmak \u00fczere a\u011f\u0131r data g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 13.900 ve 14.000 puan\u0131n diren\u00e7, 13.600 ve 13.500 puan\u0131n ise dayanak pozisyonunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek datalar \u015f\u00f6yle:<\/strong><\/p>\n 10.00 T\u00fcrkiye, aral\u0131k ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n 10.00 T\u00fcrkiye, aral\u0131k ay\u0131 Hizmet \u00dcretici Fiyat Endeksi<\/p>\n 11.55 Almanya, ocak ay\u0131 i\u015fsizlik oran\u0131<\/p>\n 12.00 Almanya, 4. \u00e7eyrek Gayri Safi Yurt \u0130\u00e7i Has\u0131la<\/p>\n 13.00 Euro B\u00f6lgesi, 4. \u00e7eyrek Gayri Safi Yurt \u0130\u00e7i Has\u0131la<\/p>\n 13.00 Euro B\u00f6lgesi, aral\u0131k ay\u0131 i\u015fsizlik oran\u0131<\/p>\n 16.00 Almanya, ocak ay\u0131 T\u00fcketici Fiyat Endeksi<\/p>\n 16.30 ABD, aral\u0131k ay\u0131 \u00dcretici Fiyat Endeksi<\/p>\n","protected":false},"excerpt":{"rendered":" Global piyasalar haftan\u0131n son s\u00fcre\u00e7 g\u00fcn\u00fcnde, ABD\u2019de h\u00fck\u00fcmetin tekrar kapanma ihtimali, Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in \u00f6ne \u00e7\u0131kan adaylara ait beklentiler ve \u015firket bilan\u00e7olar\u0131ndan gelen kar\u0131\u015f\u0131k sinyallerin tesiriyle dalgal\u0131 bir seyir izliyor. Yat\u0131r\u0131mc\u0131lar bug\u00fcn ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in a\u00e7\u0131klayaca\u011f\u0131 isme odaklan\u0131rken, inan\u00e7l\u0131 liman varl\u0131klarda oynakl\u0131k, pay senetlerinde ise se\u00e7ici fiyatlamalar \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":96490,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,782,155,2257,394],"class_list":["post-96489","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-altin","tag-dolar","tag-endeksi","tag-fiyat"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/96489","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=96489"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/96489\/revisions"}],"predecessor-version":[{"id":96491,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/96489\/revisions\/96491"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/96490"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=96489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=96489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=96489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}