ABD\/\u0130srail-\u0130ran Sava\u015f\u0131’na ili\u015fkin g\u00fcndem s\u0131cakl\u0131\u011f\u0131n\u0131 korumaya devam ediyor. ABD Ba\u015fkan\u0131 Donald Trump, donanmaya H\u00fcrm\u00fcz Bo\u011faz\u0131’na may\u0131n d\u00f6\u015feyen her t\u00fcrl\u00fc teknenin vurulmas\u0131 talimat\u0131n\u0131 verdi\u011fini belirtti. ABD’nin bo\u011fazdaki may\u0131nlar\u0131 temizlemeye devam etti\u011finin alt\u0131n\u0131 \u00e7izen Trump, donanmaya bu faaliyetleri \u00fc\u00e7 kat\u0131na \u00e7\u0131karmalar\u0131n\u0131 emretti\u011fini ifade etti.<\/p>\n
\u00d6te yandan \u0130srail Savunma Bakan\u0131 Yisrael Katz, \u0130ran’a yeni sald\u0131r\u0131lar i\u00e7in ABD’den ye\u015fil \u0131\u015f\u0131k beklediklerini s\u00f6yledi. \u0130ran’\u0131n ba\u015fkenti Tahran’da hava savunma sistemlerinin aktif hale geldi\u011fine ili\u015fkin haberler de piyasalarda endi\u015feleri art\u0131rd\u0131.<\/p>\n
ABD ile \u0130ran aras\u0131nda gerginli\u011fin azalt\u0131lmas\u0131na y\u00f6nelik m\u00fczakerelerin yeniden ba\u015flat\u0131lmas\u0131 konusunda ilerleme kaydedilememesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiilen kapal\u0131 kalmas\u0131 nedeniyle petrol fiyatlar\u0131nda y\u00fckseli\u015fler g\u00f6r\u00fcl\u00fcrken, borsalarda sat\u0131\u015f bask\u0131s\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
\u0130ran ile gerginli\u011fin t\u0131rman\u0131p t\u0131rmanmayaca\u011f\u0131na ili\u015fkin belirsizlikler, yat\u0131r\u0131mc\u0131lar\u0131n temkinli davranmas\u0131na neden oluyor. H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin risklerin devam etmesi durumunda petrol fiyatlar\u0131n\u0131n y\u00fcksek seviyelerde kalmaya devam etmesi ve bunun da k\u00fcresel ekonomik b\u00fcy\u00fcme \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi tahmin ediliyor.<\/p>\n
K\u00fcresel piyasalarda jeopolitik risklerin etkileri devam ederken, bilan\u00e7o sezonu nedeniyle sekt\u00f6r ve hisse bazl\u0131 ayr\u0131\u015fmalar g\u00f6r\u00fcl\u00fcyor. \u015eirketler genel olarak g\u00fc\u00e7l\u00fc kar a\u00e7\u0131klarken, yar\u0131 iletken \u015firketlerinin hisselerinde sert y\u00fckseli\u015fler \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Makroekonomik veri taraf\u0131nda ise ABD’de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 18 Nisan ile biten haftada \u00f6nceki haftaya k\u0131yasla 6 bin ki\u015fi artarak 214 bine y\u00fckseldi ve piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
ABD’de imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) nisanda 54’e \u00e7\u0131karak May\u0131s 2022’den bu yana en y\u00fcksek seviyesine ula\u015ft\u0131. Hizmet sekt\u00f6r\u00fc PMI ayn\u0131 d\u00f6nemde 51,3’e y\u00fckselerek sekt\u00f6rdeki toparlanmaya i\u015faret ederken, bile\u015fik PMI 52 seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Orta Do\u011fu’daki gerginli\u011fin azalaca\u011f\u0131na y\u00f6nelik beklentilerin yerini gerilimin t\u0131rmanaca\u011f\u0131na y\u00f6nelik endi\u015felere b\u0131rakmas\u0131yla ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,32’de, dolar endeksi y\u00fczde 0,1 y\u00fckseli\u015fle 98,9 seviyesinde, Brent petrol\u00fcn haziran vadeli varil fiyat\u0131 y\u00fczde 0,6 art\u0131\u015fla 105 dolarda seyrederken, alt\u0131n\u0131n onsu y\u00fczde 0,4 azal\u0131\u015fla 4 bin 674 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
New York borsas\u0131, s\u00f6z konusu geli\u015fmelerin etkisiyle g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
Jeopolitik riskler ile ekonomik verilerin yan\u0131 s\u0131ra \u015firket bilan\u00e7olar\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor. Tesla’n\u0131n geliri ve kar\u0131n\u0131n ilk \u00e7eyrekte artmas\u0131na kar\u015f\u0131n, y\u0131ll\u0131k harcama plan\u0131n\u0131 25 milyar dolar\u0131n \u00fczerine \u00e7\u0131karmas\u0131n\u0131n ard\u0131ndan hisseleri y\u00fczde 3,6 de\u011fer kaybetti.<\/p>\n
IBM’in hisseleri de \u015firketin gelir ve kar\u0131n\u0131n ilk \u00e7eyrekte beklentilerin \u00fczerinde gelmesine ra\u011fmen gelir art\u0131\u015f\u0131nda g\u00f6r\u00fclen yava\u015flama sonras\u0131 y\u00fczde 8,3 d\u00fc\u015ft\u00fc.<\/p>\n
ABD’li savunma \u015firketi Lockheed Martin’in hisseleri \u015firketin ilk \u00e7eyrek kar\u0131n\u0131n gerilemesinin ard\u0131ndan y\u00fczde 4,6 de\u011fer kaybetti.<\/p>\n
Teknoloji firmalar\u0131ndan Texas Instruments’\u0131n hisseleri ise \u015firketin ilk \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131n beklentileri a\u015fmas\u0131 sonras\u0131 y\u00fczde 19,4 de\u011fer kazand\u0131.<\/p>\n
ABD’li \u00e7ip \u00fcreticisi Intel’in geliri bu y\u0131l\u0131n ilk \u00e7eyre\u011finde y\u0131ll\u0131k bazda y\u00fczde 7 artarken, \u015firketin hisseleri vadeli piyasalarda y\u00fczde 21’in \u00fczerinde y\u00fckseldi.<\/p>\n
Bu geli\u015fmelerle, Dow Jones endeksi y\u00fczde 0,36, S&P 500 endeksi y\u00fczde 0,41 ve Nasdaq endeksi y\u00fczde 0,89 de\u011fer kaybetti. ABD’de endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131 Orta Do\u011fu’daki gerginliklerden kaynakl\u0131 jeopolitik risklerin devam etmesiyle d\u00fcn kar\u0131\u015f\u0131k seyretti. Makroekonomik veri taraf\u0131nda nisan ay\u0131na ili\u015fkin imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) Avro B\u00f6lgesinde 52,2 ile beklentilerin \u00fczerinde, Almanya’da da 51,2 ile beklentilerin hafif alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
B\u00f6lgede a\u00e7\u0131klanan bilan\u00e7olara g\u00f6re, Finlandiya merkezli Nokia’n\u0131n y\u0131l\u0131n ilk \u00e7eyrek kar\u0131n\u0131n analistlerin beklentilerini de a\u015farak y\u0131ll\u0131k bazda y\u00fczde 54 artmas\u0131 sonras\u0131nda \u015firketin hisseleri y\u00fczde 6,4 y\u00fckseldi.<\/p>\n
Kozmetik firmas\u0131 L’Oreal’in hisseleri de \u015firketin ilk \u00e7eyrek bilan\u00e7osunda 2 y\u0131l\u0131n en h\u0131zl\u0131 sat\u0131\u015f rakam\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fczde 9 de\u011fer kazand\u0131.<\/p>\n
Bu geli\u015fmelerle, Fransa’da CAC 40 endeksi y\u00fczde 0,87, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,26 de\u011fer kazan\u0131rken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,19, Almanya’da DAX 40 endeksi y\u00fczde 0,16 de\u011fer kaybetti. Avrupa’da endeks vadeli kontratlar, g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131, ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmelerde olumlu bir geli\u015fme olmamas\u0131 nedeniyle sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 seyrediyor.<\/p>\n
Petrol fiyatlar\u0131ndaki art\u0131\u015f ve teknoloji hisselerinin ivme kaybetmesi de Asya piyasalar\u0131 \u00fczerindeki sat\u0131\u015f bask\u0131s\u0131nda etkili oluyor.<\/p>\n
Japonya’da mart ay\u0131na ili\u015fkin T\u00fcketici Fiyat Endeksi (T\u00dcFE) y\u0131ll\u0131k bazda y\u00fczde 1,5 ile beklentilerin \u00fczerinde artarken, \u015fubat ay\u0131na g\u00f6re h\u0131zland\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. \u00dclkede, \u00e7ekirdek T\u00dcFE de mart ay\u0131nda y\u00fczde 1,8 artarak beklentileri a\u015farken, 5 ay sonra ilk defa h\u0131zland\u0131.<\/p>\n
Analistler, \u00fclkede enflasyonun BoJ’un y\u00fczde 2 hedefinin alt\u0131nda oldu\u011funa dikkati \u00e7ekti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,6 de\u011fer kazan\u0131rken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,6, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,1, Hong Kong’da Hang Seng endeksi y\u00fczde 0,2 de\u011fer kaybetti.<\/p>\n
Yurt i\u00e7i piyasalar d\u00fcn 23 Nisan Ulusal Egemenlik ve \u00c7ocuk Bayram\u0131 tatili nedeniyle kapal\u0131yd\u0131. \u00c7ar\u015famba g\u00fcn\u00fc sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,28 de\u011fer kaybederek 14.335,49 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 \u00e7ar\u015famba g\u00fcn\u00fc ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,35 artarak 16.663,00 puandan i\u015flem g\u00f6rd\u00fc.<\/p>\n
Dolar\/TL, d\u00fcn g\u00fcn\u00fc yatay seyirle 44,9833’ten tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 45,0100’dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\u00d6te yandan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Para Politikas\u0131 Kurulu (PPK), \u00e7ar\u015famba g\u00fcn\u00fc politika faizi olan bir hafta vadeli repo ihale faiz oran\u0131n\u0131 y\u00fczde 37’de sabit tuttu.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri, yurt d\u0131\u015f\u0131nda ise ABD’de Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi, Almanya’da Ifo i\u015f d\u00fcnyas\u0131 g\u00fcven endeksinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.200 ve 14.100 puan\u0131n destek, 14.500 ve 14.600 puan\u0131n ise diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, ABD ile \u0130ran aras\u0131nda ate\u015fkes konusunda ilerleme kaydedilememesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiilen kapal\u0131 kalmas\u0131 nedeniyle sat\u0131\u015f bask\u0131s\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":6,"featured_media":21177,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5065],"class_list":["post-21176","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-kuresel-piyasalar"],"yoast_head":"\n