K\u00fcresel piyasalarda, ABD’de g\u00fc\u00e7l\u00fc gelen tar\u0131m d\u0131\u015f\u0131 istihdam verisinin ABD Merkez Bankas\u0131n\u0131n (Fed) faiz art\u0131\u015f\u0131 ihtimalini art\u0131rmas\u0131na kar\u015f\u0131n, yapay zeka alan\u0131ndaki olumlu geli\u015fmeler risk i\u015ftah\u0131n\u0131 destekliyor.<\/p>\n
Ge\u00e7en hafta ABD’de istihdam piyasas\u0131na \u0131\u015f\u0131k tutan veriler kar\u0131\u015f\u0131k sinyaller verdi. \u00dclkede ADP \u00f6zel sekt\u00f6r istihdam\u0131 i\u015f g\u00fcc\u00fc piyasas\u0131nda ivme kayb\u0131na i\u015faret ederken, tar\u0131m d\u0131\u015f\u0131 istihdamdaki belirgin y\u00fckseli\u015f ekonominin s\u0131cakl\u0131\u011f\u0131n\u0131 korudu\u011funu ortaya koydu.<\/p>\n
Ancak tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n konaklama, yeme i\u00e7me ve kamu alanlar\u0131nda yo\u011funla\u015fmas\u0131, i\u015f g\u00fcc\u00fcndeki keskin y\u00fckseli\u015fin mevsimsel olabilece\u011fi y\u00f6n\u00fcndeki de\u011ferlendirmeleri \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n
\u0130stihdam piyasas\u0131na ili\u015fkin verilerin birbirinden ayr\u0131\u015fmas\u0131, Fed’in politika ad\u0131mlar\u0131na y\u00f6nelik beklentilerin \u015fekillenmesini zorla\u015ft\u0131r\u0131rken, para piyasalar\u0131ndaki fiyatlamalarda Fed’in gelecek haftaki toplant\u0131s\u0131nda politika faizini y\u00fczde 58 ihtimalle 25 baz puan art\u0131rmas\u0131, y\u00fczde 42 ihtimalle ise sabit b\u0131rakmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
ABD’de bu hafta a\u00e7\u0131klanacak enflasyon verilerinin Fed’in gelecek hafta alaca\u011f\u0131 kararlara ili\u015fkin net mesaj vermesi bekleniyor.<\/p>\n
Fed yetkililerinin a\u00e7\u0131klamalar\u0131 da takip edilirken, Cleveland Fed Ba\u015fkan\u0131 Beth Hammack politikan\u0131n k\u0131s\u0131tlay\u0131c\u0131 olmad\u0131\u011f\u0131n\u0131 belirtti. Hammack, “Enflasyon \u00e7ok y\u00fcksek ve hedefimizin \u00fczerinde ne kadar uzun s\u00fcre kal\u0131rsa geri d\u00fc\u015f\u00fcrmek o kadar zor olacak. \u015eu anda duydu\u011fum \u015fey, harekete ge\u00e7me zaman\u0131n\u0131n geldi\u011fi.” ifadelerini kulland\u0131.<\/p>\n
\u00d6te yandan, sosyal medya hesab\u0131ndan payla\u015f\u0131m yapan ABD Ba\u015fkan\u0131 Donald Trump, istihdam verilerinin kendisininki hari\u00e7 t\u00fcm tahminleri \u00fc\u00e7e katlad\u0131\u011f\u0131n\u0131 vurgulayarak, faizlerin d\u00fc\u015f\u00fcr\u00fclmesi gerekti\u011fini ifade etti.<\/p>\n
Ba\u015fka bir payla\u015f\u0131m\u0131nda da Trump, “harika” veriler al\u0131nd\u0131\u011f\u0131nda piyasalar\u0131n y\u00fckselmesi gerekti\u011finin alt\u0131n\u0131 \u00e7izerek, “Ancak borsa yine d\u00fc\u015f\u00fcyor, \u00e7\u00fcnk\u00fc i\u015fler iyi gitti\u011finde enflasyon korkusu y\u00fcz\u00fcnden hemen bunu durdurmam\u0131z gerekti\u011fine dair sahte bir ger\u00e7eklik alg\u0131s\u0131 i\u00e7inde ya\u015f\u0131yoruz. Oysa durum tam tersi olmal\u0131yd\u0131.” de\u011ferlendirmesinde bulundu.<\/p>\n
Trump, b\u00f6yle devam ederse \u00fclkenin hak etti\u011fi b\u00fcy\u00fcmeye ula\u015famayaca\u011f\u0131n\u0131 belirterek, b\u00fcy\u00fcmenin enflasyona neden olmayaca\u011f\u0131n\u0131 savundu.<\/p>\n
Analistler, Fed’in ad\u0131mlar\u0131na ili\u015fkin belirsizliklere kar\u015f\u0131n yapay zeka alan\u0131ndaki iyimserli\u011fin piyasalar\u0131 destekledi\u011fini kaydetti. Buna g\u00f6re, ABD merkezli yapay zeka \u015firketi OpenAI, GPT-6 Astra adl\u0131 \u015fimdiye kadarki en geli\u015fmi\u015f ve ak\u0131ll\u0131 yapay zeka modelini duyurdu.<\/p>\n
OpenAI’dan yap\u0131lan a\u00e7\u0131klamada, k\u0131sa s\u00fcre \u00f6nce s\u0131n\u0131rl\u0131 say\u0131da kullan\u0131c\u0131n\u0131n eri\u015fimine a\u00e7\u0131lan “GPT-6 Astra”n\u0131n geli\u015fmi\u015f siber kapasitesi ve y\u00fcksek otonom kontrol yetene\u011fi bulundu\u011fu, karma\u015f\u0131k bilgisayar sistemlerini y\u00f6netebildi\u011fi, e-tablo doldurma ve s\u0131f\u0131rdan internet sitesi tasarlama gibi i\u015flemleri insan m\u00fcdahalesi olmadan y\u00fcr\u00fctebildi\u011fi bildirildi.<\/p>\n
S\u00f6z konusu modelin ard\u0131ndan di\u011fer yapay zeka geli\u015ftiricilerinin de yat\u0131r\u0131mlar\u0131n\u0131 art\u0131raca\u011f\u0131 beklentisi, yar\u0131 iletken sekt\u00f6r\u00fcnde talebin artaca\u011f\u0131 \u00f6ng\u00f6r\u00fclerini g\u00fc\u00e7lendirerek \u00f6zellikle Asya taraf\u0131nda teknoloji hisselerine y\u00f6nelik risk i\u015ftah\u0131n\u0131n canl\u0131 kalmas\u0131n\u0131 sa\u011flad\u0131.<\/p>\n
Jeopolitik tarafta ise ABD-\u0130ran hatt\u0131ndaki geli\u015fmeler takip edilmeye devam ediyor. D\u00fcn, \u0130ran Devrim Muhaf\u0131zlar\u0131 Ordusu, \u0130ran gemilerine y\u00f6nelik deniz ablukas\u0131na kat\u0131lan ABD’ye ait bir u\u00e7ak gemisi ile bir muhrip gemiyi balistik f\u00fczelerle hedef ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Ayr\u0131ca \u0130ran Ulusal G\u00fcvenlik Y\u00fcksek Konseyi Genel Sekreteri Muhsin R\u0131zai, Umman ile H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n giri\u015f ve \u00e7\u0131k\u0131\u015f\u0131n\u0131n \u0130ran’\u0131n kontrol\u00fcnde olan yeni koridoruyla ilgili anla\u015fman\u0131n \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde imzalanaca\u011f\u0131n\u0131 duyurdu.<\/p>\n
– Petroldeki y\u00fckseli\u015f yeni haftada da s\u00fcr\u00fcyor<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan enerji arz\u0131na y\u00f6nelik endi\u015felerle petrol fiyatlar\u0131 yukar\u0131 y\u00f6nl\u00fc seyrini s\u00fcrd\u00fcr\u00fcyor. Cuma g\u00fcn\u00fc y\u00fczde 0,8 art\u0131\u015fla 96,3 dolardan haftay\u0131 kapatan kas\u0131m vadeli Brent petrol\u00fcn varil fiyat\u0131, yeni haftaya da y\u00fczde 1,1 y\u00fckseli\u015fle 97,3 dolardan ba\u015flad\u0131.<\/p>\n
Ge\u00e7en hafta ABD’de kar\u0131\u015f\u0131k sinyaller veren istihdam verileri ve Orta Do\u011fu kaynakl\u0131 enflasyonist bask\u0131lar\u0131n devam edece\u011fi endi\u015feleriyle dalgalanan ABD’nin 10 y\u0131ll\u0131k tahvil faizi, haftay\u0131 y\u00fczde 4,78 seviyesinde kapatmas\u0131n\u0131n ard\u0131ndan yeni haftaya yatay seyirle y\u00fczde 4,79’dan ba\u015flad\u0131.<\/p>\n
Dolar endeksi ise Fed’e ili\u015fkin belirsizliklerle g\u00fc\u00e7l\u00fc duru\u015funu korurken, yeni haftaya yatay seyirle 99,2 seviyesinde ba\u015flad\u0131.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 ise faiz art\u0131\u015f\u0131 tahminleri ve g\u00fc\u00e7lenen dolar endeksiyle yeni haftaya de\u011fer kayb\u0131yla ba\u015flad\u0131. Ons alt\u0131n \u015fu s\u0131ralarda y\u00fczde 0,8 d\u00fc\u015f\u00fc\u015fle 4 bin 396 dolardan al\u0131c\u0131 buluyor.<\/p>\n
Cuma g\u00fcn\u00fc New York borsas\u0131nda S&P 500 y\u00fczde 0,38, Nasdaq endeksi y\u00fczde 0,29 ve Dow Jones endeksi y\u00fczde 0,51 de\u011fer kaybetti. ABD’de endeks vadeli kontratlar ise haftaya negatif ba\u015flad\u0131. \u00dclkede New York borsas\u0131 bug\u00fcn \u0130\u015f\u00e7i Bayram\u0131 dolay\u0131s\u0131yla i\u015fleme kapal\u0131 olacak.<\/p>\n
– Avrupa’da endeks vadeli kontratlar haftaya negatif ba\u015flad\u0131<\/p>\n
Avrupa borsalar\u0131 cuma g\u00fcn\u00fc kar\u0131\u015f\u0131k seyrederken, g\u00f6zler yeni haftada Avrupa Merkez Bankas\u0131n\u0131n (ECB) alaca\u011f\u0131 para politikas\u0131 kararlar\u0131nda olacak.<\/p>\n
Hafta sonu Orta Do\u011fu’da tansiyonun d\u00fc\u015fmemesi, y\u00fcksek seyrini koruyan enerji fiyatlar\u0131n\u0131n Avrupa ekonomilerini olumsuz etkileyebilece\u011fi endi\u015felerini k\u00f6r\u00fckledi.<\/p>\n
Analistler, s\u00f6z konusu durumun Avrupa’da endeks vadeli kontratlar\u0131n haftaya negatif bir ba\u015flang\u0131\u00e7 yapmas\u0131nda etkili oldu\u011funu belirterek, hafta i\u00e7inde ECB’nin faiz karar\u0131n\u0131n ard\u0131ndan Ba\u015fkan Christine Lagarde’\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamalar\u0131n piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini s\u00f6yledi.<\/p>\n
Analistler, bug\u00fcn Avro B\u00f6lgesi’nde a\u00e7\u0131klanacak b\u00fcy\u00fcme verileri ile Almanya’daki sanayi \u00fcretimi verilerinin yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulundu\u011funu belirterek, para piyasalar\u0131ndaki fiyatlamalarda bankan\u0131n y\u0131lsonuna kadar iki faiz art\u0131\u015f\u0131na gitme ihtimalinin fiyatlanmaya devam etti\u011fini bildirdi.<\/p>\n
Di\u011fer yandan Almanya’da sa\u011fc\u0131 Almanya i\u00e7in Alternatif (AfD) partisi, Saksonya-Anhalt’ta d\u00fczenlenen eyalet meclisi se\u00e7imlerini y\u00fczde 43,8 oy alarak kazand\u0131 ancak tek ba\u015f\u0131na iktidara gelmesi i\u00e7in gerekli \u00e7o\u011funlu\u011fu elde edemedi.<\/p>\n
Cuma g\u00fcn\u00fc \u0130ngiltere’de FTSE 100 endeksi yatay seyrederken, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,28 ve Fransa’da CAC 40 endeksi y\u00fczde 0,09 d\u00fc\u015ft\u00fc. Almanya’da DAX 40 endeksi ise y\u00fczde 0,17 y\u00fckseldi.<\/p>\n
– G\u00fcney Kore’de h\u0131zl\u0131 y\u00fckseli\u015f g\u00f6r\u00fcl\u00fcyor<\/p>\n
Asya borsalar\u0131nda yapay zeka alan\u0131ndaki olumlu geli\u015fmeler risk i\u015ftah\u0131n\u0131 desteklerken, G\u00fcney Kore’de Kospi endeksindeki y\u00fckseli\u015f dikkati \u00e7ekiyor. Teknoloji ve yar\u0131 iletken a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek Kospi endeksinde al\u0131mlar, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n artaca\u011f\u0131 beklentisiyle g\u00fc\u00e7lendi.<\/p>\n
G\u00fcney Koreli yar\u0131 iletken \u015firketi SK Hynix’in hisseleri y\u00fczde 7,4, teknoloji \u015firketi LG Electronics hisseleri y\u00fczde 5,1 ve Samsung Electronics hisseleri de y\u00fczde 5 y\u00fckseldi.<\/p>\n
\u00d6te yandan, bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re Japonya’da \u00f6nc\u00fc endeks 117,9 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
Bu arada Japon yeninin dolar kar\u015f\u0131s\u0131ndaki de\u011fer kayb\u0131 frenlenirken, Japonya Merkez Bankas\u0131n\u0131n (BoJ) ataca\u011f\u0131 olas\u0131 ad\u0131mlar yat\u0131r\u0131mc\u0131lar\u0131n yak\u0131n takibinde bulunuyor.<\/p>\n
Dolar\/yen paritesi yatay seyirle 156,09 seviyesinde bulunuyor. Japonya’n\u0131n rezervleri a\u011fustosta 79,6 milyar dolar d\u00fc\u015ft\u00fc. Analistler, s\u00f6z konusu d\u00fc\u015f\u00fc\u015fte yetkililerin yene destek olmak i\u00e7in bu varl\u0131klar\u0131 kullanmas\u0131n\u0131n rezerv azal\u0131\u015f\u0131nda etkili oldu\u011funu belirterek, verilerin ayn\u0131 zamanda ekonomi y\u00f6netiminin yeniden m\u00fcdahale etmesi gerekirse yeterli finansal kayna\u011f\u0131n\u0131n bulundu\u011funa i\u015faret etti\u011fini kaydetti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,9 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 4,1 y\u00fckselirken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 ve Hong Kong’da Hang Seng endeksi y\u00fczde 1,2 d\u00fc\u015ft\u00fc.<\/p>\n
– Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Y\u0131lmaz OVP’yi a\u00e7\u0131klad\u0131<\/p>\n
Cuma g\u00fcn\u00fc al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,57 de\u011fer kazanarak 14.012,42 puandan tamamlad\u0131.<\/p>\n
Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 ekim vadeli kontrat ise cuma g\u00fcn\u00fc ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,08 y\u00fckseldi.<\/p>\n
\u00d6te yandan d\u00fcn Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz, Cumhurba\u015fkanl\u0131\u011f\u0131 K\u00fclliyesi’nde Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, Cumhurba\u015fkanl\u0131\u011f\u0131 Genel Sekreteri Hakk\u0131 Susmaz, Cumhurba\u015fkanl\u0131\u011f\u0131 Strateji ve B\u00fct\u00e7e Ba\u015fkan\u0131 \u0130brahim \u015eenel ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 Fatih Karahan ile 2027-2029 d\u00f6nemini i\u00e7eren Orta Vadeli Program’\u0131 (OVP) a\u00e7\u0131klad\u0131.<\/p>\n
Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Y\u0131lmaz, “2026 y\u0131l\u0131 son \u00e7eyre\u011finde enflasyon oran\u0131n\u0131n yeniden d\u00fc\u015f\u00fc\u015f g\u00f6sterece\u011fini ve y\u0131lsonunda y\u00fczde 28,4 olmas\u0131n\u0131 bekliyoruz.” dedi.<\/p>\n
B\u00fcy\u00fcmenin 2026 y\u0131l\u0131nda y\u00fczde 3,3 olarak ger\u00e7ekle\u015fmesini beklediklerini ifade eden Y\u0131lmaz, b\u00fcy\u00fcmenin kademeli olarak g\u00fc\u00e7lenerek 2027 y\u0131l\u0131nda y\u00fczde 4,2’ye, 2028 y\u0131l\u0131nda y\u00fczde 4,6’ya ve 2029 y\u0131l\u0131nda y\u00fczde 5’e ula\u015fmas\u0131n\u0131 \u00f6ng\u00f6rd\u00fcklerini dile getirdi.<\/p>\n
Dolar\/TL cuma g\u00fcn\u00fcn\u00fc 48,4330’dan tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 48,4390’dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde veri g\u00fcndeminin sakin oldu\u011funu, yurt d\u0131\u015f\u0131nda ise Avro B\u00f6lgesi’nde b\u00fcy\u00fcme ve Almanya’da sanayi \u00fcretimi verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 13.900 ve 13.800 puan\u0131n destek, 14.100 ve 14.200 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p>\n
\u00a0<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, ABD’de g\u00fc\u00e7l\u00fc gelen tar\u0131m d\u0131\u015f\u0131 istihdam verisinin ABD Merkez Bankas\u0131n\u0131n (Fed) faiz art\u0131\u015f\u0131 ihtimalini art\u0131rmas\u0131na kar\u015f\u0131n, yapay zeka alan\u0131ndaki olumlu geli\u015fmeler risk i\u015ftah\u0131n\u0131 destekliyor. Ge\u00e7en hafta ABD’de istihdam piyasas\u0131na \u0131\u015f\u0131k tutan veriler kar\u0131\u015f\u0131k sinyaller verdi. \u00dclkede ADP \u00f6zel sekt\u00f6r istihdam\u0131 i\u015f g\u00fcc\u00fc piyasas\u0131nda ivme kayb\u0131na i\u015faret ederken, tar\u0131m d\u0131\u015f\u0131 istihdamdaki belirgin y\u00fckseli\u015f ekonominin …<\/p>\n","protected":false},"author":1,"featured_media":151488,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[398,4383,7116,711,712],"class_list":["post-151487","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-basladi","tag-haftaya","tag-karisik","tag-kuresel","tag-piyasalar"],"_links":{"self":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/151487"}],"collection":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/comments?post=151487"}],"version-history":[{"count":0,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/151487\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media\/151488"}],"wp:attachment":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media?parent=151487"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/categories?post=151487"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/tags?post=151487"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}