ABD’de a\u00e7\u0131klanan makroekonomik veriler, tahvil piyasas\u0131na ili\u015fkin geli\u015fmeler ve teknoloji hisselerinin seyri, k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam ediyor.<\/p>\n
ABD’de \u00dcretici Fiyat Endeksi (\u00dcFE), eyl\u00fclde ayl\u0131k y\u00fczde 1,3, y\u0131ll\u0131k y\u00fczde 6,3 ile beklentilerin \u00fczerinde artt\u0131. \u00dclkede \u00fcretici enflasyonu, ayl\u0131k bazda Mart 2022’den, y\u0131ll\u0131k bazda Aral\u0131k 2022’den bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n
\u00dclkede a\u00e7\u0131klanan T\u00fcketici Fiyat Endeksi (T\u00dcFE) verilerinin ard\u0131ndan \u00dcFE’deki art\u0131\u015f\u0131n da h\u0131zlanmas\u0131 kal\u0131c\u0131 fiyat bask\u0131lar\u0131na dair endi\u015felerin artmas\u0131na neden oldu.<\/p>\n
ABD Merkez Bankas\u0131n\u0131n (Fed) hedefin \u00fczerinde seyreden enflasyonla m\u00fccadele kapsam\u0131nda yeni faiz art\u0131\u015flar\u0131na gidebilece\u011fine dair beklentiler \u00f6ne \u00e7\u0131k\u0131yor. ABD’de perakende sat\u0131\u015flar\u0131n eyl\u00fclde ayl\u0131k bazda y\u00fczde 0,8 ile beklentilerin \u00fczerinde artmas\u0131 da bankan\u0131n s\u0131k\u0131 para politikas\u0131na devam edece\u011fine y\u00f6nelik \u00f6ng\u00f6r\u00fclerin g\u00fcc\u00fcn\u00fc korumas\u0131na neden oluyor.<\/p>\n
Y\u00fcksek faiz oranlar\u0131n\u0131n yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 olumsuz etkileyebilece\u011fine dair endi\u015felerle d\u00fcn teknoloji hisseleri \u00fczerinde g\u00f6r\u00fclen sat\u0131\u015f bask\u0131s\u0131, ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Kevin Warsh’\u0131n yapay zeka temas\u0131na dair yapt\u0131\u011f\u0131 iyimser de\u011ferlendirmeler sonras\u0131nda bug\u00fcn yerini toparlanma e\u011filimine b\u0131rakt\u0131.<\/p>\n
Di\u011fer taraftan teknoloji sekt\u00f6r\u00fcne ili\u015fkin endi\u015felerin hala devam etmesi ve ekonomik b\u00fcy\u00fcmeye dair endi\u015feleri art\u0131rmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n tahvillere y\u00f6nelmesine neden oldu.<\/p>\n
Bu durum tahvil faizlerindeki gerilemede etkili oldu. D\u00fcn 11 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 5,19’dan y\u00fczde 5,08’e kadar gerileyen ABD’nin 10 y\u0131ll\u0131k tahvil faizinde bug\u00fcn yatay bir seyir \u00f6ne \u00e7\u0131k\u0131yor. Tahvil piyasas\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n azalmas\u0131 pay piyasalar\u0131n\u0131 da olumlu etkiledi.<\/p>\n
Tahvil piyasas\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n hafiflemesiyle dolar endeksi y\u00fczde 0,2 azal\u0131\u015fla 101,9 seviyesinde seyrederken, alt\u0131n\u0131n onsu \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 4 bin 171 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Uluslararas\u0131 Enerji Ajans\u0131n\u0131n (IEA) mart ay\u0131nda taahh\u00fct edilen rekor d\u00fczeydeki acil rezerv sal\u0131m\u0131ndan kalan petrol\u00fcn yan\u0131 s\u0131ra piyasaya 20 milyon varilden fazla dizel sunulmas\u0131 konusunda anla\u015fmaya vard\u0131\u011f\u0131na dair haberlerle, aral\u0131k vadeli Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 0,5 azal\u0131\u015fla 105,4 dolarda seyrediyor.<\/p>\n
\u00d6te yandan ABD Hazine Bakanl\u0131\u011f\u0131, \u0130ran’\u0131n uluslararas\u0131 finans sistemine eri\u015fimini engellemeyi ama\u00e7layan yapt\u0131r\u0131mlar kapsam\u0131nda \u0130ran ba\u011flant\u0131l\u0131 16 ki\u015fi ve 10 kurulu\u015fu yapt\u0131r\u0131m listesine ekledi.<\/p>\n
New York borsas\u0131 pozitif seyretti<\/p>\n
New York borsas\u0131nda d\u00fcn, teknoloji \u015firketlerinin hisselerindeki d\u00fc\u015f\u00fc\u015flere kar\u015f\u0131n sa\u011fl\u0131k sekt\u00f6r\u00fcndeki \u015firketlerin hisselerindeki y\u00fckseli\u015flerle pozitif bir seyir izlendi.<\/p>\n
Nvidia’n\u0131n hisseleri y\u00fczde 2’ye yak\u0131n, AMD’nin hisseleri y\u00fczde 1,5 ve Intel’in hisseleri yakla\u015f\u0131k y\u00fczde 3 de\u011fer kaybetti.<\/p>\n
Sa\u011fl\u0131k sekt\u00f6r\u00fcnden Eli Lilly’nin hisseleri y\u00fczde 3,5 ve UnitedHealth’in hisseleri y\u00fczde 2,8, perakende devi Walmart’\u0131n hisseleri y\u00fczde 1,5 art\u0131\u015f g\u00f6sterdi.<\/p>\n
Barclays analistleri, SpaceX ve Tesla’n\u0131n \u00fcst d\u00fczey y\u00f6neticilerinin birle\u015fmeyi d\u00fc\u015f\u00fcnd\u00fcklerine dair i\u015faretler g\u00f6rd\u00fcklerini belirtti. SpaceX’in hisseleri y\u00fczde 2,3, Tesla’n\u0131n hisseleri y\u00fczde 1,3 de\u011fer kaybetti.<\/p>\n
Makroekonomik veri taraf\u0131nda ABD’de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 ise 10 Ekim’de sona eren haftada 199 bine y\u00fckseldi. Bu sonu\u00e7 piyasa beklentilerine paralel ger\u00e7ekle\u015fti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle Dow Jones endeksi y\u00fczde 1,08, S&P 500 endeksi y\u00fczde 0,33 ve Nasdaq endeksi y\u00fczde 0,08 de\u011fer kazand\u0131.<\/p>\n
ABD’de endeks vadeli kontratlar g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131 pozitif seyretti<\/p>\n
Avrupa borsalar\u0131, \u015firketlerin a\u00e7\u0131klad\u0131\u011f\u0131 g\u00fc\u00e7l\u00fc bilan\u00e7olar ve sa\u011fl\u0131k sekt\u00f6r\u00fcnde faaliyet g\u00f6steren \u015firketlerin hisselerinde g\u00f6r\u00fclen y\u00fckseli\u015flerle \u0130talya hari\u00e7 pozitif seyretti.<\/p>\n
Makroekonomik veri taraf\u0131nda \u0130ngiltere’de a\u011fustos ay\u0131na ili\u015fkin b\u00fcy\u00fcme ayl\u0131k y\u00fczde 0,1, y\u0131ll\u0131k y\u00fczde 2,1 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015fti. \u00dclkede d\u00fcn a\u00e7\u0131klanan b\u00fcy\u00fcme verisi sonras\u0131nda sterlin\/dolar paritesi bug\u00fcn 1,33 ile 30 Eyl\u00fcl’den bu yana en y\u00fcksek seviyeyi g\u00f6rd\u00fc.<\/p>\n
Di\u011fer taraftan Avro B\u00f6lgesi’nde a\u011fustos ay\u0131na ili\u015fkin sanayi \u00fcretimi ise ayl\u0131k y\u00fczde 0,5, y\u0131ll\u0131k y\u00fczde 1,1 ile beklentilerin \u00fczerinde azald\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle Almanya’da DAX 40 y\u00fczde 0,33, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,08, Fransa’da CAC 40 endeksi y\u00fczde 0,78 de\u011fer kazan\u0131rken, \u0130talya’da FTSE MIB endeksi y\u00fczde 0,72 de\u011fer kaybetti.<\/p>\n
Avrupa’da endeks vadeli kontratlar g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131 pozitif seyrediyor<\/p>\n
Asya borsalar\u0131, teknoloji hisselerindeki toparlanma e\u011filiminin etkisiyle yeni g\u00fcnde pozitif seyrediyor.<\/p>\n
G\u00fcney Koreli teknoloji \u015firketlerinden SK Hynix’in hisseleri y\u00fczde 3,8, Samsung Electronics’in hisseleri y\u00fczde 4,6, Japon teknoloji \u015firketlerinden Kioxia’n\u0131n hisseleri y\u00fczde 3,2, Sony’nin hisseleri y\u00fczde 2,4 artt\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n G\u00fcney Kore’de Kospi endeksi y\u00fczde 3,9, Japonya’da Nikkei 225 endeksi y\u00fczde 2, Hong Kong’da Hang Seng endeksi y\u00fczde 1,1, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1 de\u011fer kazand\u0131.<\/p>\n
Borsa g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131<\/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 0,40 de\u011fer kaybederek 12.070,17 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 d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,08 de\u011fer kazand\u0131.<\/p>\n
Dolar\/TL d\u00fcn g\u00fcn\u00fc y\u00fczde 0,1 art\u0131\u015fla 49,4648’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 49,5106’dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde konut fiyat endeksi ve piyasa kat\u0131l\u0131mc\u0131lar\u0131 anketi, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Standard & Poor’s’un (S&P) beklenen T\u00fcrkiye de\u011ferlendirmesi, yurt d\u0131\u015f\u0131nda ise \u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan\u0131 Andrew Bailey’in konu\u015fmas\u0131, Avro B\u00f6lgesi’nde d\u0131\u015f ticaret dengesi ve enflasyon, ABD’de ise sanayi \u00fcretimi ile kapasite kullan\u0131m oran\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 12.000 ve 11.900 puan\u0131n destek, 12.200 ve 12.300 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
S&P’nin T\u00fcrkiye\u2019ye ili\u015fkin de\u011ferlendirmesini ak\u015fam piyasalar\u0131n kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klamas\u0131 bekleniyor. Beklenti, S&P\u2019nin T\u00fcrkiye\u2019nin kredi notunu “BB-“, not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc ise “dura\u011fan” olarak korumas\u0131 y\u00f6n\u00fcnde.<\/p>\n