K\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131, ABD Merkez Bankas\u0131n\u0131n (Fed) para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcne \u00e7evrildi. Son d\u00f6nemde a\u00e7\u0131klanan verilerin ABD i\u015f g\u00fcc\u00fc piyasas\u0131nda so\u011fumaya i\u015faret etmesi, enflasyon bask\u0131lar\u0131n\u0131n hafifleyebilece\u011fi beklentisini g\u00fc\u00e7lendirirken, Fed\u2019in para politikas\u0131nda \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc kadar sert bir s\u0131k\u0131la\u015fmaya gitmeyebilece\u011fi d\u00fc\u015f\u00fcncesi risk i\u015ftah\u0131n\u0131 destekliyor.<\/p>\n
Bununla birlikte \u015firket k\u00e2rl\u0131l\u0131klar\u0131na y\u00f6nelik g\u00fc\u00e7l\u00fc beklentiler de \u00f6zellikle ABD hisse senedi piyasalar\u0131nda al\u0131mlar\u0131 destekliyor.<\/p>\n
New York borsas\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckseli\u015fler s\u00fcrerken, S&P 500 ve Nasdaq endeksleri rekor seviyelerde kapan\u0131\u015f yapt\u0131.<\/p>\n
S&P 500 endeksini olu\u015fturan 11 ana sekt\u00f6r\u00fcn 9\u2019u g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131. \u00c7ip \u00fcreticilerinin hisseleri de dikkat \u00e7ekti. AMD y\u00fczde 2,8, Broadcom y\u00fczde 3,7 ve Marvell Technology y\u00fczde 5,8 de\u011fer kazand\u0131.<\/p>\n
AMD \u00dcst Y\u00f6neticisi Lisa Su\u2019nun, yapay zek\u00e2ya y\u00f6nelik g\u00fc\u00e7l\u00fc talep nedeniyle \u015firketin 2027\u2019de \u00e7ip arz\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde art\u0131rmay\u0131 planlad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 da sekt\u00f6rdeki y\u00fckseli\u015fi destekledi.<\/p>\n
ABD\u2019de d\u00fcn S&P 500 y\u00fczde 0,58<\/strong>, Nasdaq y\u00fczde 0,45<\/strong>, Dow Jones ise y\u00fczde 0,49<\/strong> de\u011fer kazand\u0131.<\/p>\n Piyasalarda g\u00f6zler bu ak\u015fam a\u00e7\u0131klanacak Fed toplant\u0131 tutanaklar\u0131na \u00e7evrildi. Yat\u0131r\u0131mc\u0131lar tutanaklarda \u00f6zellikle enflasyonla m\u00fccadeleye ve faiz patikas\u0131na ili\u015fkin yeni sinyaller arayacak.<\/p>\n Para piyasalar\u0131nda Fed\u2019in bu ay politika faizini sabit b\u0131rakaca\u011f\u0131 beklentisi g\u00fc\u00e7l\u00fc kalmaya devam ediyor. Aral\u0131k toplant\u0131s\u0131nda ise faiz art\u0131\u015f\u0131 ihtimali y\u00fcksek g\u00f6r\u00fcl\u00fcyor.<\/p>\n Analistler, aral\u0131k ay\u0131na kadar a\u00e7\u0131klanacak enflasyon ve istihdam verilerinde ekonomik aktivitedeki zay\u0131flaman\u0131n daha belirgin hale gelmesi durumunda faiz art\u0131\u015f\u0131 beklentilerinin yeniden fiyatlanabilece\u011fini belirtiyor.<\/p>\n ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,31<\/strong> seviyesinde yatay seyrederken, dolar endeksi y\u00fczde 0,1 art\u0131\u015fla 102,1<\/strong> seviyesinde bulunuyor.<\/p>\n Dolardaki de\u011fer kazanc\u0131 ve tahvil getirilerinin y\u00fcksek seyri, alt\u0131n\u0131n alternatif maliyetini art\u0131rmaya devam ediyor.<\/p>\n Alt\u0131n\u0131n ons fiyat\u0131 y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle 4 bin 134 dolar<\/strong> seviyesinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n Aral\u0131k vadeli Brent petrol\u00fcn varil fiyat\u0131 ise y\u00fczde 1 art\u0131\u015fla 101,6 dolar<\/strong> civar\u0131nda seyrediyor.<\/p>\n Jeopolitik tarafta \u0130ran kaynakl\u0131 petrol arz\u0131na ili\u015fkin zay\u0131fl\u0131k s\u00fcrerken, b\u00f6lgenin di\u011fer \u00fclkelerinden yap\u0131lan ihracat\u0131n sava\u015f \u00f6ncesi ortalamalar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131na ili\u015fkin haberler arz endi\u015felerini bir miktar azalt\u0131yor.<\/p>\n Avrupa piyasalar\u0131nda d\u00fcn al\u0131c\u0131l\u0131 bir seyir izlendi. Yapay zek\u00e2 ve teknoloji hisselerindeki iyimserli\u011fe, Fransa\u2019dan gelen mali a\u00e7\u0131klamalar da destek verdi.<\/p>\n Fransa Maliye Bakan\u0131 Roland Lescure\u2019un \u00fclkenin bor\u00e7 g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin g\u00fcven verici mesajlar\u0131n\u0131n ard\u0131ndan Fransa\u2019n\u0131n 10 y\u0131ll\u0131k tahvil faizi yakla\u015f\u0131k 10 baz puan gerileyerek y\u00fczde 4,74<\/strong> seviyesine indi.<\/p>\n Avro\/dolar paritesi ise 1,1220 civar\u0131nda dengelenme aray\u0131\u015f\u0131nda.<\/p>\n D\u00fcn \u0130ngiltere\u2019de FTSE 100 y\u00fczde 0,42<\/strong>, \u0130talya\u2019da FTSE MIB 30 y\u00fczde 0,87<\/strong>, Almanya\u2019da DAX 40 y\u00fczde 0,77<\/strong>, Fransa\u2019da CAC 40 y\u00fczde 0,40<\/strong> y\u00fckseldi.<\/p>\n Asya piyasalar\u0131nda ise Fed tutanaklar\u0131 \u00f6ncesinde sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n Japonya\u2019da \u00f6nc\u00fc endeks a\u011fustosta 118 seviyesine y\u00fckselirken, \u00e7al\u0131\u015fanlar\u0131n kazan\u00e7lar\u0131 ayn\u0131 d\u00f6nemde y\u00fczde 3,8<\/strong> artt\u0131. \u00dccret art\u0131\u015flar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan Japonya Merkez Bankas\u0131n\u0131n gelecek d\u00f6nem politikalar\u0131nda etkili olabilece\u011fi de\u011ferlendiriliyor.<\/p>\n Hindistan Merkez Bankas\u0131 ise politika faizini 25 baz puan art\u0131rarak y\u00fczde 5,5\u2019e<\/strong> \u00e7\u0131kard\u0131. Banka, \u015eubat 2023\u2019ten bu yana ilk kez faiz art\u0131\u015f\u0131na gitti.<\/p>\n Kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 y\u00fczde 0,5<\/strong>, Hong Kong\u2019da Hang Seng y\u00fczde 0,5<\/strong>, G\u00fcney Kore\u2019de Kospi y\u00fczde 1,2<\/strong> geriledi. \u00c7in piyasalar\u0131 tatil nedeniyle kapal\u0131.<\/p>\n Yurt i\u00e7inde Borsa \u0130stanbul\u2019da d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi. BIST 100 endeksi g\u00fcn\u00fc y\u00fczde 0,56 d\u00fc\u015f\u00fc\u015fle 12.374,26 puandan<\/strong> tamamlad\u0131.<\/p>\n Dolar\/TL d\u00fcn 49,1750 seviyesinden kapan\u0131rken, yeni g\u00fcne bankalararas\u0131 piyasada 49,1960 seviyesinden ba\u015flad\u0131.<\/p>\n T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 Ba\u015fkan\u0131 Fatih Karahan<\/strong>, TBMM Plan ve B\u00fct\u00e7e Komisyonunda yapt\u0131\u011f\u0131 sunumda son d\u00f6nemde para piyasas\u0131 ve benzeri fonlardan \u00e7\u0131k\u0131\u015flar ya\u015fand\u0131\u011f\u0131n\u0131 ancak bu \u00e7\u0131k\u0131\u015flar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde mevduata y\u00f6neldi\u011fini s\u00f6yledi.<\/p>\n Karahan ayr\u0131ca, s\u0131k\u0131 para politikas\u0131 duru\u015funun katk\u0131s\u0131yla dezenflasyon s\u00fcrecinin yeniden ivme kazanmas\u0131n\u0131n beklendi\u011fini belirtti.<\/p>\n Fon soru\u015fturmalar\u0131na ili\u015fkin de de\u011ferlendirmede bulunan Karahan, fon piyasas\u0131n\u0131n genel olarak sa\u011fl\u0131kl\u0131 i\u015fledi\u011fini ve finansal sistemin genelini etkileyen bir sorun bulunmad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n Piyasalarda bug\u00fcn yurt i\u00e7inde ve yurt d\u0131\u015f\u0131nda yo\u011fun bir veri takvimi izlenecek.<\/p>\n Teknik a\u00e7\u0131dan BIST 100 endeksinde 12.300 ve 12.200 puan destek<\/strong>, 12.400 ve 12.500 puan diren\u00e7<\/strong> seviyeleri olarak takip ediliyor.<\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalarda, ABD Merkez Bankas\u0131n\u0131n para politikas\u0131nda beklenenden daha s\u0131n\u0131rl\u0131 s\u0131k\u0131la\u015fabilece\u011fine y\u00f6nelik beklentiler ve \u015firket k\u00e2rl\u0131l\u0131klar\u0131na ili\u015fkin iyimserlik risk i\u015ftah\u0131n\u0131 destekliyor. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bug\u00fcn a\u00e7\u0131klanacak Fed toplant\u0131 tutanaklar\u0131 bulunurken, ABD borsalar\u0131 teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde rekor seviyelerde seyrini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n","protected":false},"author":14,"featured_media":38683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5002,488,5065],"class_list":["post-54110","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-borsa-istanbul","tag-fed","tag-kuresel-piyasalar"],"yoast_head":"\nFed tutanaklar\u0131 kritik \u00f6nemde<\/h3>\n
Alt\u0131n geriledi, Brent 100 dolar\u0131n \u00fczerinde<\/h3>\n
Avrupa borsalar\u0131 g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131<\/h3>\n
Asya borsalar\u0131nda temkinli seyir<\/h3>\n
Borsa \u0130stanbul\u2019da sat\u0131\u015f bask\u0131s\u0131<\/h3>\n
Bug\u00fcn hangi veriler takip edilecek?<\/h3>\n
\n