Yeni y\u0131l tatilinin oldu\u011fu haftada likidite s\u0131n\u0131rl\u0131 kalmay\u0131 s\u00fcrd\u00fcr\u00fcrken, yat\u0131r\u0131mc\u0131lar\u0131n i\u015flemlere yeniden ba\u015flamas\u0131yla gelecek hafta piyasalardaki hacimin y\u00fckselmesi bekleniyor. Bir s\u00fcredir piyasalar\u0131n oda\u011f\u0131nda bulunan teknoloji hisselerinde “y\u00fcksek de\u011ferleme” endi\u015feleri y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde yerini al\u0131c\u0131l\u0131 bir seyre b\u0131rak\u0131rken, vadeli i\u015flemlerde ABD’li teknoloji hisselerindeki y\u00fckseli\u015f dikkati \u00e7ekiyor.<\/p>\n
Analistler, yeni y\u0131lda bir\u00e7ok Wall Street analistinin ABD piyasalar\u0131 i\u00e7in iyimser tahminler yapmas\u0131n\u0131n da risk i\u015ftah\u0131 \u00fczerinde etkili oldu\u011funu belirterek, may\u0131s ay\u0131nda g\u00f6reve ba\u015flayacak yeni ABD Merkez Bankas\u0131 (Fed) ba\u015fkan\u0131n\u0131n da netle\u015fmesiyle gelecek d\u00f6nemde daha olumlu bir havan\u0131n ortaya \u00e7\u0131kabilece\u011fini s\u00f6yledi.<\/p>\n
Bu ay i\u00e7inde Fed ba\u015fkan adaylar\u0131n\u0131n netle\u015fmesi bekleniyor<\/strong><\/p>\n Fed ba\u015fkan\u0131n\u0131n kim olaca\u011f\u0131na y\u00f6nelik belirsizlikler ise hala varl\u0131\u011f\u0131n\u0131 koruyor. ABD Ba\u015fkan\u0131 Donald Trump’\u0131n destekledi\u011fi Fed ba\u015fkan aday\u0131n\u0131 bu ay i\u00e7inde a\u00e7\u0131klamas\u0131 bekleniyor. Hafta ba\u015f\u0131nda konu\u015fan Trump, Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n Fed binas\u0131n\u0131n renovasyonu i\u00e7in 4,1 milyar dolara varan harcama yapt\u0131\u011f\u0131n\u0131 ve bunun in\u015faat tarihindeki en y\u00fcksek fiyat oldu\u011funu ileri s\u00fcrm\u00fc\u015ft\u00fc.<\/p>\n Powell’a a\u011f\u0131r ihmal nedeniyle dava a\u00e7may\u0131 d\u00fc\u015f\u00fcnd\u00fcklerini kaydeden Trump, Powell’\u0131 yetersiz biri olarak tan\u0131mlam\u0131\u015f ve istifa \u00e7a\u011fr\u0131lar\u0131n\u0131 yinelemi\u015fti. May\u0131s ay\u0131nda Powell’\u0131n yerini yeni Fed ba\u015fkan\u0131na b\u0131rakmas\u0131 beklenirken, s\u00f6z konusu de\u011fi\u015fimle birlikte yeni Fed ba\u015fkan\u0131n\u0131n daha g\u00fcvercin bir politika izlemesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n Para piyasalar\u0131nda y\u0131la ili\u015fkin faiz indirim beklentileri olu\u015fmas\u0131na kar\u015f\u0131n, yeni ba\u015fkan\u0131n izleyece\u011fi yol haritas\u0131n\u0131n beklentileri yeniden \u015fekillendirmesi bekleniyor. Bunun yan\u0131 s\u0131ra ba\u015fta ABD olmak \u00fczere bir\u00e7ok \u00fclkede bug\u00fcn a\u00e7\u0131klanacak olan imalat sanayi Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI) verileri bug\u00fcn yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor. \u00dclkede imalat aktivitesinde son d\u00f6nemlerde gerileme olmas\u0131na kar\u015f\u0131n gelen PMI verileri aktivitenin g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n Alt\u0131n ve g\u00fcm\u00fc\u015f y\u0131la al\u0131c\u0131l\u0131 ba\u015flad\u0131<\/strong><\/p>\n Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi \u00e7ar\u015famba 4 baz puan y\u00fckseli\u015fle y\u00fczde 4,17 seviyesine \u00e7\u0131karken, yeni i\u015flem g\u00fcn\u00fcnde yatay seyrediyor. Alt\u0131n\u0131n onsunda ise 29 Aral\u0131k’taki d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan toparlanma e\u011filimi \u00f6ne \u00e7\u0131k\u0131yor. Merkez bankalar\u0131n\u0131n talepleri ve Fed’e y\u00f6nelik g\u00fcvercin beklentilerle alt\u0131n\u0131n ons fiyat\u0131 \u015fu s\u0131ralarda y\u00fczde 1,2 y\u00fckseli\u015fle 4 bin 375 dolardan al\u0131c\u0131 buluyor.<\/p>\n G\u00fcm\u00fc\u015f fiyatlar\u0131nda da y\u00fckseli\u015f dikkati \u00e7ekiyor. G\u00fcm\u00fc\u015f\u00fcn onsu yeni i\u015flem g\u00fcn\u00fcnde y\u00fczde 2,9 y\u00fckseli\u015fle 73,5 dolarda i\u015flem g\u00f6r\u00fcyor. Y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde dolar endeksi y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle 98,2 seviyesinde bulunurken, Brent petrol\u00fcn varili ise y\u00fczde 0,4 art\u0131\u015fla 61,1 dolardan al\u0131c\u0131 buluyor. New York borsas\u0131nda \u00e7ar\u015famba g\u00fcn\u00fc S&P 500 endeksi y\u00fczde 0,74, Nasdaq endeksi y\u00fczde 0,76 ve Dow Jones endeksi y\u00fczde 0,63 d\u00fc\u015ft\u00fc. ABD’de endeks vadeli kontratlar, yeni g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n Avrupa’da PMI verileri bekleniyor<\/strong><\/p>\n Avrupa borsalar\u0131nda y\u0131lba\u015f\u0131 tatili nedeniyle \u00e7ar\u015famba g\u00fcn\u00fc bir\u00e7ok endekste i\u015flem yap\u0131lmazken, yar\u0131m g\u00fcn a\u00e7\u0131k olan Fransa ve \u0130ngiltere piyasalar\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n temkinli davranmas\u0131yla negatif bir seyir \u00f6ne \u00e7\u0131kt\u0131. Yeni y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde b\u00f6lgede a\u00e7\u0131klanacak imalat sanayi PMI verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunurken, Almanya ve Euro B\u00f6lgesi’nde imalat sanayi aktivitesindeki zay\u0131flayan seyrin devam etmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n B\u00f6lgede imalat sanayi aktivitesindeki azalma en \u00f6nemli ekonomik g\u00fcndem maddelerinden olmay\u0131 s\u00fcrd\u00fcr\u00fcrken, bug\u00fcn a\u00e7\u0131klanacak PMI verilerinde b\u00f6lgedeki ekonomik gidi\u015fata daha \u00e7ok bilgi edinilmesi bekleniyor. \u00c7ar\u015famba \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,09 ve Fransa’da CAC 40 endeksi y\u00fczde 0,23 azal\u0131\u015f kaydetti. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne ise yatay seyirle ba\u015flad\u0131.<\/p>\n Asya’da teknoloji rallisi<\/strong><\/p>\n Asya taraf\u0131nda y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde pozitif bir seyir \u00f6ne \u00e7\u0131karken, teknoloji hisselerindeki y\u00fckseli\u015f dikkati \u00e7ekiyor. B\u00f6lgede Japonya ve \u00c7in’de y\u0131lba\u015f\u0131 tatili devam ederken, G\u00fcney Kore ve Hong Kong’da teknoloji hisselerinde y\u00fczde 10’u a\u015fan y\u00fckseli\u015fler izleniyor. G\u00fcney Kore’de Kospi endeksinde bulunan Hanmi Semiconductor’\u0131n hisseleri y\u00fczde 12,2, Samsung Electronics’in hisseleri y\u00fczde 4,8 ve SK Hynix’in hisseleri y\u00fczde 3,1 art\u0131\u015fla al\u0131c\u0131 buluyor.<\/p>\n Hong Kong’da Hang Seng endeksinde i\u015flem g\u00f6ren teknoloji ve yapay zeka \u015firketi Baidu’nun hisseleri y\u00fczde 8,3, video oyunlar\u0131 odakl\u0131 teknoloji \u015firketi NetEase’in hisseleri y\u00fczde 6,4, \u00c7in’in en b\u00fcy\u00fck yar\u0131 iletken \u00fcreticisi Uluslararas\u0131 Yar\u0131 \u0130letken \u0130malat \u015eirketi (SMIC) hisseleri y\u00fczde 5 ve video oyunlar\u0131 tasar\u0131mc\u0131s\u0131 Tencent’in hisseleri y\u00fczde 3,4 art\u0131\u015fla i\u015flem g\u00f6r\u00fcyor. Bu geli\u015fmelerle G\u00fcney Kore’de Kospi endeksi y\u00fczde 1,5 ve Hong Kong’da Hang Seng endeksi y\u00fczde 2,2 y\u00fckseli\u015fle seyrediyor.<\/p>\n Yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri takip edilecek<\/strong><\/p>\n \u00c7ar\u015famba 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 0,37 de\u011fer kazanarak 11.261,52 puandan tamamlad\u0131. Yeni y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde ise g\u00f6zler T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) taraf\u0131ndan a\u00e7\u0131klanan haftal\u0131k para ve banka istatistiklerine \u00e7evrildi. Dolar\/TL, \u00e7ar\u015famba g\u00fcn\u00fcn\u00fc 42,9560 seviyesinden tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,2 \u00fcst\u00fcnde 43,0180’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n Analistler, bug\u00fcn yurt i\u00e7inde haftal\u0131k para ve banka istatistikleri ve imalat sanayi PMI, yurt d\u0131\u015f\u0131nda ise d\u00fcnya genelinde a\u00e7\u0131klanacak imalat sanayi PMI verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 11.300 ve 11.400 puan\u0131n diren\u00e7, 11.200 ve 11.100 puan\u0131n ise destek konumunda oldu\u011funu ifade etti.<\/p>\n Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n \u00c7in ve Japonya’da piyasalar kapal\u0131 olacak<\/p>\n 10.00 T\u00fcrkiye, aral\u0131k ay\u0131 \u0130SO imalat sanayi PMI<\/p>\n 10.00 \u0130ngiltere, aral\u0131k konut fiyat endeksi<\/p>\n 11.55 Almanya, aral\u0131k ay\u0131 imalat sanayi PMI<\/p>\n 12.00 Euro B\u00f6lgesi, aral\u0131k ay\u0131 imalat sanayi PMI<\/p>\n 12.30 \u0130ngiltere, aral\u0131k ay\u0131 imalat sanayi PMI<\/p>\n 14.30 T\u00fcrkiye, haftal\u0131k para ve banka istatistikleri<\/p>\n 17.45 ABD, aral\u0131k ay\u0131 imalat sanayi PMI<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/kuresel-piyasalar-pozitif-seyrediyor-7514012<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalarda, y\u0131l\u0131n ilk i\u015flem g\u00fcn\u00fcnde teknoloji hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde pozitif bir seyir izleniyor.<\/p>\n","protected":false},"author":1,"featured_media":161775,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[431,545,1084,97,10729],"class_list":["post-161774","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-banka","tag-islem","tag-teknoloji","tag-yukselis"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/161774","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=161774"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/161774\/revisions"}],"predecessor-version":[{"id":161776,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/161774\/revisions\/161776"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/161775"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=161774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=161774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=161774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}