K\u00fcresel piyasalar, ABD’de a\u00e7\u0131klanan zay\u0131f istihdam verilerinin ABD Merkez Bankas\u0131n\u0131n (Fed) bu ay ilave s\u0131k\u0131la\u015fmaya gitmeyece\u011fi beklentilerini g\u00fc\u00e7lendirmesine kar\u015f\u0131n, Orta Do\u011fu’daki gerilimlerin risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlamas\u0131yla haftaya kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.<\/p>\n
Ge\u00e7en hafta ABD’de a\u00e7\u0131klanan istihdam verilerinin i\u015f g\u00fcc\u00fc piyasas\u0131nda so\u011fumaya i\u015faret etmesi ve Fed yetkililerinin faiz art\u0131\u015flar\u0131nda duraklama mesajlar\u0131 vermesi, bankan\u0131n ilave s\u0131k\u0131la\u015fmaya gidece\u011fi y\u00f6n\u00fcndeki beklentileri zay\u0131flatt\u0131.<\/p>\n
Analistler, para piyasalar\u0131ndaki fiyatlamalarda, Fed’in bu ayki toplant\u0131s\u0131nda politika faizini sabit b\u0131rakaca\u011f\u0131 ihtimalinin y\u00fczde 80 seviyesini a\u015ft\u0131\u011f\u0131n\u0131 bildirirken, aral\u0131k ay\u0131ndaki y\u0131l\u0131n son toplant\u0131s\u0131nda bankan\u0131n 25 baz puan faiz art\u0131\u015f\u0131na gitme ihtimalinin y\u00fczde 95 ile fiyatland\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
Bug\u00fcn d\u00fcnya genelinde a\u00e7\u0131klanacak Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015firken, bu hafta yay\u0131mlanacak Fed’in son toplant\u0131s\u0131na ili\u015fkin tutanaklarda ise bankan\u0131n politika ad\u0131mlar\u0131na ili\u015fkin ipu\u00e7lar\u0131 aranacak.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n, Fed’in bu ay \u015fahin ad\u0131mlar\u0131na ara verece\u011fi beklentisiyle riskli varl\u0131klara y\u00f6neldi\u011fine dikkati \u00e7eken analistler, Orta Do\u011fu’da devam eden jeopolitik gerilimlerin piyasalarda tedirginlik yaratmaya devam etti\u011fini belirtti.<\/p>\n
Yemen’de h\u00fck\u00fcmet g\u00fc\u00e7leri ile Husiler aras\u0131nda \u00e7at\u0131\u015fmalar \u015fiddetlendi. Yemen’deki \u0130ran destekli Husiler, Suudi Arabistan’\u0131n ulusal petrol \u015firketi Aramco’nun ba\u015fkent Riyad’daki ve Hureys b\u00f6lgesindeki tesislerini f\u00fczeler ve insans\u0131z hava ara\u00e7lar\u0131yla hedef ald\u0131klar\u0131n\u0131 duyurdu.<\/p>\n
B\u00f6lgede enerji tesislerinin hedef al\u0131nmas\u0131n\u0131n petrol arz\u0131na ili\u015fkin endi\u015feleri k\u00f6r\u00fcklemesiyle Brent petrol\u00fcn varil fiyat\u0131 yeniden 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Bununla birlikte \u0130srail bas\u0131n\u0131nda ABD’nin, Orta Do\u011fu’da olas\u0131 gerilime kar\u015f\u0131 haz\u0131rl\u0131k kapsam\u0131nda \u0130srail’e ek asker ve u\u00e7ak g\u00f6ndermeye haz\u0131rland\u0131\u011f\u0131 \u00f6ne s\u00fcr\u00fcld\u00fc.<\/p>\n
Haberde ayr\u0131ca \u0130srail ordusunun \u0130ran’la yeni bir \u00e7at\u0131\u015fma veya b\u00f6lgede h\u0131zl\u0131 bir gerilim ihtimaline kar\u015f\u0131 haz\u0131rl\u0131klar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, olas\u0131 geni\u015f \u00e7apl\u0131 \u00e7at\u0131\u015fmada \u0130ran’da vurulabilecek hedefler \u00fczerinde \u00e7al\u0131\u015fmalar yap\u0131ld\u0131\u011f\u0131 bildirildi.<\/p>\n
\u0130srail ile ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131 (CENTCOM) aras\u0131ndaki askeri koordinasyonun da \u0130ran’dan gelebilecek olas\u0131 f\u00fcze sald\u0131r\u0131lar\u0131 dahil \u00e7e\u015fitli senaryolar \u00e7er\u00e7evesinde s\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Jeopolitik gerginliklerin enflasyonist bask\u0131lar\u0131 g\u00fc\u00e7lendirece\u011fi endi\u015feleriyle dolara y\u00f6nelik talebin artt\u0131\u011f\u0131\u200b\u200b\u200b\u200b\u200b\u200b\u200b g\u00f6r\u00fcl\u00fcrken, dolar endeksi haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde y\u00fczde 0,5 art\u0131\u015fla 102,5’e \u00e7\u0131karak Nisan 2025’ten bu yana en y\u00fcksek seviyeyi test etti.<\/p>\n
Dolardaki de\u011ferlenme di\u011fer t\u00fcm varl\u0131k fiyatlar\u0131nda oynakl\u0131\u011fa yol a\u00e7arken, de\u011ferli metallerden alt\u0131n ve g\u00fcm\u00fc\u015f\u00fcn ons fiyatlar\u0131nda ayr\u0131\u015fma g\u00f6zlendi. Alt\u0131n\u0131n onsu, g\u00fc\u00e7l\u00fc dolar ve enflasyon risklerinden \u00f6t\u00fcr\u00fc Fed’in bu ay olmasa bile aral\u0131k ay\u0131nda faiz art\u0131\u015flar\u0131n\u0131 s\u00fcrd\u00fcrebilece\u011fi \u00f6ng\u00f6r\u00fcleriyle haftaya sat\u0131c\u0131l\u0131 ba\u015flarken, g\u00fcm\u00fc\u015f\u00fcn onsu d\u00fcnya genelinde teknoloji ve elektrifikasyonun h\u0131z kazanaca\u011f\u0131 beklentileriyle al\u0131c\u0131l\u0131 seyrediyor.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 y\u00fczde 0,2 azal\u0131\u015fla 4 bin 134 dolarda, g\u00fcm\u00fc\u015f\u00fcn onsu ise y\u00fczde 1,1 art\u0131\u015fla 61 dolarda i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi haftaya yatay bir g\u00f6r\u00fcn\u00fcmle y\u00fczde 5,27 seviyesinde ba\u015flarken, Fed’in para politikalar\u0131na duyarl\u0131 ABD 2 y\u0131ll\u0131k tahvil faizi s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle y\u00fczde 4,82’de bulunuyor. Aral\u0131k vadeli Brent petrol\u00fcn varil fiyat\u0131 da y\u00fczde 0,4 azal\u0131\u015fla 101,8 dolarda i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Cuma g\u00fcn\u00fc New York borsas\u0131nda S&P 500 endeksi y\u00fczde 0,7, Nasdaq endeksi y\u00fczde 1,19 ve Dow Jones endeksi y\u00fczde 0,49 de\u011fer kazand\u0131. ABD’de endeks vadeli kontratlar ise haftaya kar\u0131\u015f\u0131k ba\u015flad\u0131.<\/p>\n
– Fransa-Almanya tahvil getiri fark\u0131 a\u00e7\u0131lmaya devam ediyor<\/p>\n
Avrupa borsalar\u0131 cuma g\u00fcn\u00fc pozitif seyrederken, b\u00f6lgede bug\u00fcn yo\u011fun veri g\u00fcndemi takip edilecek.<\/p>\n
Orta Do\u011fu’daki jeopolitik gerilimlerin enerji arz\u0131na etkileri yak\u0131ndan izlenirken, b\u00f6lge genelinde bug\u00fcn a\u00e7\u0131klanacak \u00fcretici enflasyonu ile PMI verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor.<\/p>\n
Analistler, Avrupa Merkez Bankas\u0131n\u0131n (ECB) ileriye d\u00f6n\u00fck olas\u0131 ad\u0131mlar\u0131 a\u00e7\u0131s\u0131ndan \u00fcretici enflasyonundaki enerji pay\u0131na dikkat edilece\u011fini belirterek, PMI verilerinde ise ekonomik aktivitenin durumuna ili\u015fkin sinyaller aranaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
\u00d6te yandan, Fransa’da devam eden mali endi\u015feler, siyasi belirsizlikler ve \u00fclkedeki kar\u0131\u015f\u0131kl\u0131klar s\u00fcrerken, ge\u00e7en haftadan bu yana dikkati \u00e7eken Fransa ile Almanya aras\u0131ndaki 10 y\u0131ll\u0131k tahvil faizi fark\u0131 141 baz puana \u00e7\u0131karak 2012 y\u0131l\u0131ndan bu yana ilk kez bu seviyeye ula\u015ft\u0131.<\/p>\n
Analistler, Fransa’n\u0131n artan bor\u00e7lanma maliyetlerinin olu\u015fturdu\u011fu risklerin b\u00f6lgeye yay\u0131lmas\u0131n\u0131 \u00f6nlemek amac\u0131yla ECB’nin m\u00fcdahalede bulunabilece\u011fi beklentilerinin g\u00fcndeme geldi\u011fini belirtti.<\/p>\n
Cuma g\u00fcn\u00fc \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,32, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,49, Fransa’da CAC 40 endeksi y\u00fczde 0,79 ve Almanya’da DAX 40 endeksi ise y\u00fczde 1,17 y\u00fckseldi. Avrupa’da endeks vadeli kontratlar ise haftaya kar\u0131\u015f\u0131k ba\u015flad\u0131.<\/p>\n
– Asya’da i\u015flem hacmi d\u00fc\u015f\u00fck seyrediyor<\/p>\n
Asya borsalar\u0131nda G\u00fcney Kore ve \u00c7in’de piyasalar\u0131n tatil nedeniyle kapal\u0131 oldu\u011fu haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde i\u015flem hacmi daral\u0131rken, a\u00e7\u0131k olan borsalar kar\u0131\u015f\u0131k seyrediyor.<\/p>\n
B\u00f6lgede bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, Japonya’da eyl\u00fcl ay\u0131nda hizmet sekt\u00f6r\u00fc PMI 51,3’e, bile\u015fik PMI ise 52,3’e gerileyerek \u00f6nceki aya g\u00f6re yava\u015flamaya i\u015faret etti. Japonya’da t\u00fcketici g\u00fcven endeksi ayn\u0131 ayda 35,4 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
\u00dclkede ekonomik aktivitenin h\u0131z kesti\u011fine i\u015faret eden verilerin ard\u0131ndan Japonya Merkez Bankas\u0131n\u0131n (BoJ) politikalar\u0131na duyarl\u0131 olan 2 y\u0131ll\u0131k tahvil getirisi yakla\u015f\u0131k 10 baz puan azal\u0131\u015fla y\u00fczde 1,90’a indi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 2,2 y\u00fckselirken, Hong Kong’da Hang Seng endeksi ise y\u00fczde 0,3 d\u00fc\u015ft\u00fc.<\/p>\n
– T\u00fcrkiye’de enflasyon verileri a\u00e7\u0131klanacak<\/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 0,17 de\u011fer kazanarak 12.270,18 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 0,05 y\u00fckseldi.<\/p>\n
\u00d6te yandan yurt i\u00e7inde bug\u00fcn enflasyon verileri takip edilecek. AA Finans Enflasyon Beklenti Anketi’ne kat\u0131lan ekonomistler, T\u00fcketici Fiyat Endeksi’nin (T\u00dcFE) eyl\u00fclde y\u00fczde 2,18 artaca\u011f\u0131n\u0131 tahmin ediyor. Ekonomistlerin eyl\u00fcl ay\u0131 enflasyon beklentilerinin ortalamas\u0131na g\u00f6re (y\u00fczde 2,18) a\u011fustosta y\u00fczde 31,51 olan y\u0131ll\u0131k enflasyonun eyl\u00fclde y\u00fczde 30,16’ya gerilemesi bekleniyor.<\/p>\n
Dolar\/TL cuma g\u00fcn\u00fcn\u00fc 49,1280’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 49,1600’dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn T\u00fcrkiye’de enflasyon, Euro B\u00f6lgesi’nde \u00fcretici enflasyonu verileri ile d\u00fcnya genelinde PMI verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 12.100 ve 12.000 puan\u0131n destek, 12.400 ve 12.500 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, ABD’de a\u00e7\u0131klanan zay\u0131f istihdam verilerinin ABD Merkez Bankas\u0131n\u0131n (Fed) bu ay ilave s\u0131k\u0131la\u015fmaya gitmeyece\u011fi beklentilerini g\u00fc\u00e7lendirmesine kar\u015f\u0131n, Orta Do\u011fu’daki gerilimlerin risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlamas\u0131yla haftaya kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131. Ge\u00e7en hafta ABD’de a\u00e7\u0131klanan istihdam verilerinin i\u015f g\u00fcc\u00fc piyasas\u0131nda so\u011fumaya i\u015faret etmesi ve Fed yetkililerinin faiz art\u0131\u015flar\u0131nda duraklama mesajlar\u0131 vermesi, bankan\u0131n ilave s\u0131k\u0131la\u015fmaya gidece\u011fi y\u00f6n\u00fcndeki …<\/p>\n","protected":false},"author":1,"featured_media":157201,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[398,4383,7116,711,712,10388],"class_list":["post-157200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-basladi","tag-haftaya","tag-karisik","tag-kuresel","tag-piyasalar","tag-seyirle"],"_links":{"self":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/157200"}],"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=157200"}],"version-history":[{"count":0,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/157200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media\/157201"}],"wp:attachment":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media?parent=157200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/categories?post=157200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/tags?post=157200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}