D\u00fcn Orta Do\u011fu’da tekrar t\u0131rmanan jeopolitik gerilimlerin etkisiyle k\u00fcresel piyasalarda sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131karken, \u0130ran\u2019\u0131n \u0130slamabad\u2019da ABD ile m\u00fczakerelere kat\u0131labilece\u011fine dair umutlar\u0131n artmas\u0131yla petrol fiyatlar\u0131nda geri \u00e7ekilme g\u00f6r\u00fcld\u00fc. Bu durum k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131n s\u0131n\u0131rl\u0131 da olsa azalmas\u0131na yol a\u00e7t\u0131.<\/p>\n
Taraflar aras\u0131ndaki gerginli\u011fin azalaca\u011f\u0131na dair umutlar piyasalar\u0131nda g\u00f6r\u00fclen olumsuz tepkileri s\u0131n\u0131rlad\u0131.<\/p>\n
Analistler, piyasalar\u0131n olumsuz haberlere korkuldu\u011fu kadar k\u00f6t\u00fcmser tepkiler vermedi\u011fini belirtti. Piyasalar\u0131n olumsuz senaryolar\u0131 fiyatlama konusunda isteksiz kald\u0131\u011f\u0131n\u0131 ifade eden analistler, \u0130ran taraf\u0131ndan gelecek haberlerin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n a\u00e7\u0131lmas\u0131 durumunda petrol, \u00fcre, g\u00fcbre, al\u00fcminyum ve do\u011fal gaz\u0131n sava\u015f \u00f6ncesine kadar olmasa bile gerilemesinin olumlu fiyatlanabilecek geli\u015fmeler aras\u0131nda yer alaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Mevcut ate\u015fkes s\u00fcresinin sona erecek olmas\u0131 da jeopolitik risklerin yeniden t\u0131rmanma ihtimalini canl\u0131 tutuyor. Bu arada Pakistanl\u0131 yetkililer, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gerilime ra\u011fmen \u0130ran heyetinin, ba\u015fkent \u0130slamabad’da ABD ile m\u00fczakerelerin ikinci turuna kat\u0131laca\u011f\u0131n\u0131 \u00f6ne s\u00fcrd\u00fc.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump da d\u00fcn ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance’in Pakistan’a gidece\u011fini ve m\u00fczakerelerin sal\u0131 g\u00fcn\u00fc ba\u015flamas\u0131n\u0131n planland\u0131\u011f\u0131n\u0131 belirtmi\u015fti.<\/p>\n
Piyasalar Orta Do\u011fu’daki geli\u015fmelere odaklanmaya devam ederken, di\u011fer taraftan Trump taraf\u0131ndan ABD Merkez Bankas\u0131 (Fed) ba\u015fkanl\u0131\u011f\u0131 i\u00e7in aday g\u00f6sterilen Kevin Warsh’un a\u00e7\u0131klamalar\u0131 da takip ediliyor.<\/p>\n
ABD Senatosunun Bankac\u0131l\u0131k, Konut ve Kentsel \u0130\u015fler Komitesi’nde, bug\u00fcn Fed ba\u015fkanl\u0131\u011f\u0131 adayl\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fclecek bankan\u0131n eski Y\u00f6netim Kurulu \u00dcyesi Warsh’un s\u00f6z konusu oturumda yapaca\u011f\u0131 a\u00e7\u0131l\u0131\u015f konu\u015fmas\u0131n\u0131n metni payla\u015f\u0131ld\u0131.<\/p>\n
Warsh, para politikas\u0131n\u0131n ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131n korunmas\u0131nda kararl\u0131 oldu\u011funu belirtti. ABD ve \u0130ran aras\u0131nda diplomatik bir \u00e7\u00f6z\u00fcm sa\u011flanabilece\u011fine y\u00f6nelik beklentilerle Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 0,18 azal\u0131\u015fla 90,3 dolar seviyesinde seyrediyor.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n temkinli bir tav\u0131r tutunmas\u0131yla ABD’nin 10 y\u0131ll\u0131k tahvil faizi yatay seyirle y\u00fczde 4,25, dolar endeksi s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle 98,1 seviyesinde bulunuyor. Dolar\u0131n g\u00fcc\u00fcn\u00fc korumas\u0131yla alt\u0131n\u0131n onsu y\u00fczde 0,7 azal\u0131\u015fla 4 bin 789 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, m\u00fczakerelerden olumlu bir sonu\u00e7 \u00e7\u0131kmas\u0131n\u0131n alt\u0131n fiyatlar\u0131n\u0131 destekleyebilece\u011fini belirtti. New York borsas\u0131, ABD ile \u0130ran aras\u0131ndaki gerilimin yeniden t\u0131rmanmas\u0131yla haftan\u0131n ilk i\u015flem g\u00fcn\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
Bu geli\u015fmelerle, Dow Jones endeksi y\u00fczde 0,01, S&P 500 endeksi y\u00fczde 0,24 ve Nasdaq endeksi y\u00fczde 0,26 geriledi. ABD’de endeks vadeli kontratlar g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
ABD-\u0130ran geriliminin artmas\u0131yla Avrupa piyasalar\u0131nda da d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131kt\u0131. Analistler, y\u00fckselen enerji maliyetleri ve artan de\u011ferlemeler nedeniyle Avrupa hisse senetlerinin art\u0131k birka\u00e7 ay \u00f6ncesine k\u0131yasla yat\u0131r\u0131mc\u0131lara cazip gelmedi\u011fini belirtti.<\/p>\n
Avrupa’dan l\u00fcks \u00fcr\u00fcnler satan sekt\u00f6rlerin hisseleri, jeopolitik gerilimler ve talep endi\u015felerinin piyasa havas\u0131n\u0131 olumsuz etkilemesi \u00fczerine d\u00fc\u015ft\u00fc.<\/p>\n
Frans\u0131z moda ve l\u00fcks giyim firmas\u0131 LVMH Moet Hennessy Louis Vuitton y\u00fczde 1,77, Frans\u0131z l\u00fcks t\u00fcketim markas\u0131 Hermes \u0130nternational y\u00fczde 2,58, di\u011fer bir Frans\u0131z l\u00fcks \u00fcr\u00fcn \u015firketi Kering y\u00fczde 2,13 de\u011fer kaybetti.<\/p>\n
Havayolu ve turizm \u015firketlerinde de d\u00fc\u015f\u00fc\u015fler \u00f6ne \u00e7\u0131kt\u0131. Alman havayolu \u015firketi Lufthansa’n\u0131n hisseleri y\u00fczde 3,42, \u0130ngiliz hava yolu \u015firketi EasyJet’in hisseleri y\u00fczde 3,1 Alman uluslararas\u0131 turizm \u015firketi TUI’n\u0131n hisseleri y\u00fczde 3,14 azald\u0131.<\/p>\n
\u00d6te yandan Almanya Federal \u0130statistik Ofisi (Destatis) verilerine g\u00f6re, \u00fclkede \u00dcretici Fiyat Endeksi (\u00dcFE), martta bir \u00f6nceki aya k\u0131yasla y\u00fczde 2,5 artt\u0131. Bu oran, A\u011fustos 2022’den bu yana g\u00f6r\u00fclen en y\u00fcksek ayl\u0131k art\u0131\u015f olarak kay\u0131tlara ge\u00e7ti. Almanya’da mart ay\u0131na ili\u015fkin \u00dcFE y\u0131ll\u0131k bazda ise y\u00fczde 0,2 azald\u0131.<\/p>\n
Bu geli\u015fmelerle d\u00fcn \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,55, Almanya’da DAX 40 endeksi y\u00fczde 1,15, Fransa’da CAC 40 endeksi y\u00fczde 1,12 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 1,36 de\u011fer kaybetti. Avrupa’da endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131nda, jeopolitik gerginliklerin azalmas\u0131 ve yapay zeka sekt\u00f6r\u00fcndeki canlanma ve teknoloji hisselerindeki y\u00fckseli\u015flerin etkisiyle \u00c7in hari\u00e7 pozitif bir seyir izleniyor.<\/p>\n
G\u00fcney Kore borsas\u0131ndaki y\u00fckseli\u015fler dikkati \u00e7ekerken, yar\u0131 iletken \u015firketi SK Hynix’in hisseleri y\u00fczde 4,5’in \u00fczerinde artt\u0131. Analistler, G\u00fcney Kore’de sadece teknoloji de\u011fil savunma ve enerji ekipman sekt\u00f6rlerinin hisselerinin de \u00fclkenin borsas\u0131ndaki sert y\u00fckseli\u015fte etkili oldu\u011funu s\u00f6yledi.<\/p>\n
\u00d6te yandan ABD\/\u0130srail-\u0130ran Sava\u015f\u0131’n\u0131n k\u0131sa vadede sona erme ihtimalinin azalmas\u0131n\u0131n Japonya’da ekonomik ve enflasyon g\u00f6r\u00fcn\u00fcme ili\u015fkin belirsizlikleri artmas\u0131ndan dolay\u0131 Japonya Merkez Bankas\u0131’n\u0131n (BoJ) gelecek hafta faiz art\u0131r\u0131m\u0131ndan ka\u00e7\u0131nmas\u0131 bekleniyor.<\/p>\n
Bu geli\u015fmelerle dolar\/yen paritesi, y\u00fczde 0,1 art\u0131\u015fla 159 seviyesinde seyrediyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,2, G\u00fcney Kore’de Kospi endeksi y\u00fczde 2,3, Hong Kong’da Hang Seng endeksi y\u00fczde 0,1 de\u011fer kazan\u0131rken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 de\u011fer kaybetti.<\/p>\n
G\u00fcney Kore’de Kospi endeksi, 6.368,77 puanla rekor seviyeyi g\u00f6rd\u00fc.<\/p>\n
D\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,71 de\u011fer kaybederek 14.484,91 puandan tamamlad\u0131.<\/p>\n
Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 nisan vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,36 artarak 16.812,00 puandan i\u015flem g\u00f6rd\u00fc.<\/p>\n
Dolar\/TL, d\u00fcn g\u00fcn\u00fc yatay seyirle 44,8689’dan tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 44,8780’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde reel kesim g\u00fcven endeksi ve kapasite kullan\u0131m oran\u0131n\u0131n, yurt d\u0131\u015f\u0131nda ise Almanya’da Zew ekonomik g\u00fcven endeksi, ABD’de perakende sat\u0131\u015flar ve bekleyen konut sat\u0131\u015flar\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.400 ve 14.300 puan\u0131n destek, 14.600 ve 14.700 puan\u0131n ise diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, nisan ay\u0131 reel kesim g\u00fcven endeksi<\/p>\n
10.00 T\u00fcrkiye, nisan ay\u0131 kapasite kullan\u0131m oran\u0131<\/p>\n
12.00 Almanya, nisan ay\u0131 Zew ekonomik g\u00fcven endeksi<\/p>\n
15.30 ABD, mart ay\u0131 perakende sat\u0131\u015flar<\/p>\n
17.00 ABD, mart ay\u0131 bekleyen konut sat\u0131\u015flar\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, jeopolitik risklerden kaynakl\u0131 belirsizliklerle kar\u0131\u015f\u0131k bir seyir izlenirken, g\u00f6zler ABD ile \u0130ran aras\u0131nda Pakistan’\u0131n ba\u015fkenti \u0130slamabad’da ger\u00e7ekle\u015fmesi beklenen m\u00fczakerelerin ikinci turuna \u00e7evrildi.<\/p>\n","protected":false},"author":6,"featured_media":20502,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5065,2108],"class_list":["post-20501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-kuresel-piyasalar","tag-muzakere"],"yoast_head":"\n