Yat\u0131r\u0131mc\u0131lar\u0131n Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n \u00e7\u00f6z\u00fcm\u00fcne y\u00f6nelik s\u0131n\u0131rl\u0131 ilerleme kar\u015f\u0131s\u0131nda temkinli davranmaya devam etmesiyle Avrupa hisseleri Cuma g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131 ve haftay\u0131 kay\u0131pla kapatmaya haz\u0131rlan\u0131yor. Piyasa kat\u0131l\u0131mc\u0131lar\u0131, daha fazla y\u00f6n belirlemek i\u00e7in \u015firket kazan\u00e7lar\u0131n\u0131 da yak\u0131ndan takip etti.<\/p>\n
Pan-Avrupa STOXX 600 endeksi, TS\u0130 07.15 itibar\u0131yla %0,5 d\u00fc\u015f\u00fc\u015fle 611,04 puana geriledi. G\u00f6sterge endeks, d\u00f6rt haftal\u0131k y\u00fckseli\u015f serisini sonland\u0131rarak haftal\u0131k yakla\u015f\u0131k %2,5’lik bir kay\u0131p kaydetmeye haz\u0131rlan\u0131yor. \u00c7o\u011fu b\u00fcy\u00fck b\u00f6lgesel piyasa da benzer bir d\u00fc\u015f\u00fc\u015f e\u011filimi g\u00f6stererek genel yat\u0131r\u0131mc\u0131 temkinlili\u011fini yans\u0131tt\u0131.<\/p>\n
Diplomatik geli\u015fmelere ra\u011fmen k\u0131r\u0131lgan seyir
\nB\u00f6lgedeki baz\u0131 diplomatik hareketlilik i\u015faretlerine ra\u011fmen yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131 k\u0131r\u0131lgan kald\u0131. \u0130srail ve L\u00fcbnan, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n arabuluculu\u011funda Beyaz Saray’da yap\u0131lan g\u00f6r\u00fc\u015fmenin ard\u0131ndan ate\u015fkeslerini \u00fc\u00e7 hafta uzatma konusunda anla\u015ft\u0131. Trump, \u0130ran ile olan \u00e7at\u0131\u015fmay\u0131 sona erdirmek i\u00e7in “en iyi anla\u015fmay\u0131” beklemeye istekli oldu\u011funu s\u00f6yledi. Ancak, daha geni\u015f \u00e7apl\u0131 \u00e7at\u0131\u015fma \u015fimdi yakla\u015f\u0131k sekiz haftaya yay\u0131ld\u0131 ve Washington ile Tahran hala bir \u00e7\u0131kmazda. Piyasalar iyimserlik ve temkinlilik aras\u0131nda gidip gelmeye devam etti. Yat\u0131r\u0131mc\u0131lar bir at\u0131l\u0131m\u0131n yak\u0131n olabilece\u011fi konusunda umutluydu, ancak gerilimin beklenenden daha uzun s\u00fcrebilece\u011fi ve bir \u00e7\u00f6z\u00fcm zaman \u00e7izelgesi hakk\u0131nda netlik olmamas\u0131 endi\u015feleri devam ediyor.<\/p>\n
Petrol fiyatlar\u0131 ve arz endi\u015feleri bask\u0131y\u0131 art\u0131r\u0131yor
\nH\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiilen kapal\u0131 kalmas\u0131yla g\u00f6sterge Brent petrol varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerinde seyretti. Bu durum, k\u00fcresel enerji arz\u0131 kesintileri hakk\u0131nda endi\u015feleri art\u0131rd\u0131 ve enflasyon beklentileri \u00fczerinde bask\u0131 olu\u015fturdu. Y\u00fcksek petrol fiyatlar\u0131, yat\u0131r\u0131mc\u0131lar\u0131n uzun s\u00fcreli arz k\u0131s\u0131tlamalar\u0131n\u0131n potansiyel ekonomik etkilerini de\u011ferlendirmesiyle piyasa duyarl\u0131l\u0131\u011f\u0131n\u0131 daha da olumsuz etkiledi.<\/p>\n
Sekt\u00f6r performans\u0131 kar\u0131\u015f\u0131k, savunma hisseleri d\u00fc\u015f\u00fc\u015flere \u00f6nc\u00fcl\u00fck ediyor
\n\u00c7o\u011fu sekt\u00f6r seans boyunca negatif b\u00f6lgede i\u015flem g\u00f6rd\u00fc. Havac\u0131l\u0131k ve savunma hisseleri %2,4 d\u00fc\u015f\u00fc\u015fle kay\u0131plara \u00f6nc\u00fcl\u00fck etti. Buna kar\u015f\u0131l\u0131k, teknoloji sekt\u00f6r\u00fc %0,7 y\u00fckseli\u015fle tek b\u00fcy\u00fck kazanan olarak \u00f6ne \u00e7\u0131kt\u0131. Kazan\u00e7lar, \u015firketin bulut i\u015findeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmenin deste\u011fiyle ilk \u00e7eyrek kar\u0131n\u0131n tahminlerin \u00fczerinde oldu\u011funu bildirmesinin ard\u0131ndan %5,5 y\u00fckselen SAP hisselerindeki keskin ralliyle desteklendi.<\/p>\n
Almanya’n\u0131n DAX’\u0131 emsallerini geride b\u0131rakt\u0131
\nAlmanya’n\u0131n DAX endeksi, di\u011fer b\u00fcy\u00fck Avrupa g\u00f6sterge endekslerini geride b\u0131rakarak %0,1 y\u00fckseldi. Kazan\u00e7lar b\u00fcy\u00fck \u00f6l\u00e7\u00fcde SAP hisselerinin g\u00fc\u00e7l\u00fc performans\u0131yla desteklendi.<\/p>\n
Kazan\u00e7 dayan\u0131kl\u0131l\u0131\u011f\u0131 artan risklerle kar\u015f\u0131la\u015f\u0131yor
\nAvrupa \u015firket kazan\u00e7lar\u0131 \u015fu ana kadar g\u00f6receli bir dayan\u0131kl\u0131l\u0131k g\u00f6sterdi. Ancak, artan jeopolitik riskler ve y\u00fckselen petrol fiyatlar\u0131 nedeniyle g\u00f6r\u00fcn\u00fcm belirsizli\u011fini koruyor. Yat\u0131r\u0131mc\u0131lar, Orta Do\u011fu’daki devam eden gerilimlerin etkisini \u015firket performans\u0131yla birlikte de\u011ferlendirmeye devam ediyor. Jeopolitik belirsizlik ve enflasyon endi\u015felerinin birle\u015fimi, piyasalar\u0131 yak\u0131n vadede dalgal\u0131 tutmas\u0131 bekleniyor.<\/p>\n
Bu arada, yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik riskleri Euro B\u00f6lgesi’ndeki ekonomik dayan\u0131kl\u0131l\u0131k beklentileriyle dengelemesiyle euro, Cuma g\u00fcn\u00fc ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda nispeten istikrarl\u0131 kald\u0131. D\u00f6viz piyasalar\u0131, t\u00fcccarlar\u0131n Orta Do\u011fu’daki \u00e7at\u0131\u015fmadaki geli\u015fmeleri ve bunlar\u0131n enflasyon ile b\u00fcy\u00fcme \u00fczerindeki potansiyel etkilerini de\u011ferlendirmesiyle s\u0131n\u0131rl\u0131 bir dalgalanma g\u00f6stererek bekle-g\u00f6r yakla\u015f\u0131m\u0131n\u0131 yans\u0131tt\u0131.<\/p>\n
#AvrupaBorsalar\u0131 #OrtaDo\u011fuGerilimi #K\u00fcreselEkonomi #PetrolFiyatlar\u0131 #EnflasyonEndi\u015fesi #JeopolitikRiskler #HisseSenediPiyasalar\u0131 #Yat\u0131r\u0131mc\u0131Duyarl\u0131l\u0131\u011f\u0131 #STOXX600 #DAXEndeksi<\/p>\n","protected":false},"excerpt":{"rendered":"
Yat\u0131r\u0131mc\u0131lar\u0131n Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n \u00e7\u00f6z\u00fcm\u00fcne y\u00f6nelik s\u0131n\u0131rl\u0131 ilerleme kar\u015f\u0131s\u0131nda temkinli davranmaya devam etmesiyle Avrupa hisseleri Cuma g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131 ve haftay\u0131 kay\u0131pla kapatmaya haz\u0131rlan\u0131yor. Piyasa kat\u0131l\u0131mc\u0131lar\u0131, daha fazla y\u00f6n belirlemek i\u00e7in \u015firket kazan\u00e7lar\u0131n\u0131 da yak\u0131ndan takip etti. Pan-Avrupa STOXX 600 endeksi, TS\u0130 07.15 itibar\u0131yla %0,5 d\u00fc\u015f\u00fc\u015fle 611,04 puana geriledi. G\u00f6sterge endeks, d\u00f6rt haftal\u0131k y\u00fckseli\u015f serisini […]<\/p>\n","protected":false},"author":2,"featured_media":8175,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-8174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/8174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8174"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/8174\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/8175"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}