\n<\/p>\n
\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131nda \u0130srail’in Gazze’ye kara harekat\u0131 yap\u0131p yapmayaca\u011f\u0131na ili\u015fkin endi\u015feler varl\u0131\u011f\u0131n\u0131 korurken, \u00e7at\u0131\u015fmalar\u0131n daha geni\u015f bir alana yay\u0131lma ihtimali risk alg\u0131s\u0131n\u0131n y\u00fcksek seyretmesine neden oluyor.<\/p>\n
Jeopolitik risklerin pay piyasalar\u0131n\u0131 bask\u0131lamaya devam etmesine kar\u015f\u0131n, d\u00fcn ABD’de son 16 y\u0131l\u0131n zirvesinden yakla\u015f\u0131k 15 baz puan gerileyen tahvil faizleri piyasalarda s\u0131n\u0131rl\u0131 da olsa rahatlama sa\u011flad\u0131.<\/p>\n
Analistler, y\u00fckselen tahvil faizlerinin, \u015firketlerin fonlama maliyetlerini de art\u0131rd\u0131\u011f\u0131n\u0131 ve i\u015fletmelerin karl\u0131l\u0131\u011f\u0131n\u0131 olumsuz etkileyebilece\u011fi endi\u015fesiyle pay piyasalar\u0131ndaki d\u00fc\u015f\u00fc\u015f e\u011filiminde \u00f6nemli rol oynad\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n y\u00fczde 5 seviyelerine kadar y\u00fckselen tahvil getirileri kar\u015f\u0131s\u0131nda risk alg\u0131lar\u0131n\u0131n devreye girdi\u011fini aktaran analistler, bu seviyelerdeki getirilerin, baz\u0131 yat\u0131r\u0131mc\u0131lar\u0131 tahvil al\u0131m\u0131na y\u00f6neltmesi nedeniyle pay piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
\u00d6te yandan, ABD Merkez Bankas\u0131’n\u0131n (Fed) politika faizini beklenenden uzun s\u00fcre bu seviyelerde tutaca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fcler g\u00fc\u00e7 kazanmay\u0131 s\u00fcrd\u00fcr\u00fcrken, para piyasalar\u0131ndaki fiyatlamalarda gelecek \u00fc\u00e7 toplant\u0131da da bankan\u0131n politika faizini sabit tutaca\u011f\u0131 tahmin ediliyor.<\/p>\n
\u00dclkede bilan\u00e7o sezonu da h\u0131zla devam ederken, bug\u00fcn Microsoft, Google, General Electric, RTX Corporation’un finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klamas\u0131 bekleniyor.<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131 yeni g\u00fcnde 0,4 de\u011fer kayb\u0131yla 89,1 dolarda dengelenirken, alt\u0131n\u0131n ons fiyat\u0131 y\u00fczde 0,2 art\u0131\u015fla 1.976 dolarda bulunuyor.<\/p>\n
D\u00fcn, New York borsas\u0131nda Dow Jones endeksi y\u00fczde 0,58 ve S&P 500 endeksi y\u00fczde 0,17 gerilerken, Nasdaq endeksi y\u00fczde 0,27 y\u00fckseldi. ABD’de endeks vadeli kontratlar, yeni g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda da d\u00fcn kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, Avrupa Merkez Bankas\u0131’n\u0131n (ECB) per\u015fembe g\u00fcnk\u00fc para politikas\u0131 kararlar\u0131 ve ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n toplant\u0131 sonras\u0131 yapaca\u011f\u0131 a\u00e7\u0131klamalar yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda ECB’nin bu hafta 3 temel politika faiz oran\u0131n\u0131 sabit b\u0131rakaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n
ABD’deki tahvil piyasalar\u0131na paralel Avrupa’da da tahvil faizleri son y\u0131llar\u0131n zirvesine \u00e7\u0131karken, d\u00fcn, Almanya’n\u0131n 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 2,94 ve \u0130talya’n\u0131n 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,93 ile son 10 y\u0131l\u0131n, Fransa’n\u0131n 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,56 ile son 12 y\u0131l\u0131n, \u0130ngiltere’nin 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 4,68 ile son 15 y\u0131l\u0131n zirvesine yakla\u015ft\u0131.<\/p>\n
S\u00f6z konusu seviyelerde tahvillere olan talebin artmas\u0131yla tahvil faizlerinin yakla\u015f\u0131k 10 baz puan geriledi\u011fi g\u00f6r\u00fcld\u00fc.<\/p>\n
D\u00fcn, Almanya’da DAX 40 endeksi y\u00fczde 0,02, Fransa’da CAC 40 endeksi y\u00fczde 0,50 ve \u0130talya’da MIB 30 endeksi y\u00fczde 0,74 de\u011fer kazan\u0131rken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,37 geriledi. Avrupa’da endeks vadeli kontratlar, yeni g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Asya pay piyasalar\u0131 yeni g\u00fcne kar\u0131\u015f\u0131k bir seyirle ba\u015flarken, \u00c7in’de varl\u0131k fonunun hisse senedi piyasalar\u0131nda al\u0131m yapmas\u0131 \u00fclkede risk i\u015ftah\u0131n\u0131n s\u0131n\u0131rl\u0131 da olsa toparlanmas\u0131na yard\u0131mc\u0131 oldu.<\/p>\n
Japonya taraf\u0131nda ise Japonya Merkez Bankas\u0131 (BoJ) y\u00fckselen tahvil faizlerini dizginlemek ad\u0131na tahvil al\u0131m\u0131 yaparken, Japonya’n\u0131n 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 0,85’e indi.<\/p>\n
Kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,3, G\u00fcney Kore’de Kospi endeksi y\u00fczde 1 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1 y\u00fckselirken, Hong Kong’da Hang Seng endeksi y\u00fczde 0,9 geriledi.<\/p>\n
Yurt i\u00e7inde, d\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, y\u00fczde 3,19 de\u011fer kazanc\u0131yla g\u00fcn\u00fc 7.750,39 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL, d\u00fcn y\u00fczde 0,3 art\u0131\u015fla g\u00fcn\u00fc 28,0833’ten tamamlamas\u0131n\u0131n ard\u0131ndan bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda 28,0920 seviyesinden i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde finansal hizmetler g\u00fcven endeksi ve d\u00fcnya genelinde imalat sanayi ve hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verilerinin yan\u0131 s\u0131ra \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131na ili\u015fkin haber ak\u0131\u015f\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 7.900 ve 8.000 seviyelerinin diren\u00e7, 7.650 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, ekim ay\u0131 finansal hizmetler g\u00fcven endeksi<\/p>\n
10.30 Almanya, ekim ay\u0131 imalat sanayi, hizmet, bile\u015fik PMI<\/p>\n
11.00 Avro B\u00f6lgesi, ekim ay\u0131 imalat sanayi, hizmet, bile\u015fik PMI<\/p>\n
11.30 \u0130ngiltere, ekim ay\u0131 imalat sanayi, hizmet, bile\u015fik PMI<\/p>\n
11.30 \u0130ngiltere, 2.\u00e7eyrek i\u015fg\u00fcc\u00fc verimlili\u011fi<\/p>\n
16.45 ABD, ekim ay\u0131 imalat sanayi, hizmet, bile\u015fik PMI<\/p>\n