<\/p>\n
Asya hisse senetleri, Trump y\u00f6netiminin daha zay\u0131f para birimine ili\u015fkin tercihlerini tekrarlamas\u0131 ile birlike dolar\u0131n Mart ay\u0131ndan bu yana en k\u00f6t\u00fc ayl\u0131k performans\u0131n\u0131 ger\u00e7ekle\u015ftirmesinin ard\u0131ndan, japonya ve Hong Kong’daki d\u00fc\u015f\u00fc\u015flerin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde, kay\u0131plar\u0131n\u0131 ikinci g\u00fcne ta\u015f\u0131d\u0131.<\/p>\n
Japonya’da Topix Endeksi y\u0131l\u0131n en uzun d\u00fc\u015f\u00fc\u015f serisini daha da geni\u015fletirken, Hong Kong hisseleri, tatil sonras\u0131 ilk i\u015flem g\u00fcn\u00fcnde de\u011fer kaybetti. Dolar, \u00f6nemli para birimleri kar\u015f\u0131s\u0131nda Ocak ay\u0131nda en az y\u00fczde 1.9 d\u00fc\u015fmesinin ard\u0131ndan Kas\u0131m ay\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesi yak\u0131n\u0131nda kald\u0131. Petrol <\/i><\/a> varil ba\u015f\u0131na 53 dolar\u0131n alt\u0131nda kal\u0131rken, alt\u0131n Haziran’dan bu yana en iyi ayl\u0131k performans\u0131n\u0131 g\u00f6sterdikten sonra yatay seyretti. Apple Inc. hisseleri, kar\u0131n\u0131n tahminlerin \u00fczerinde \u00e7\u0131kmas\u0131 ile birlikte, ABD’de kapan\u0131\u015f sonras\u0131 i\u015flemlerde de\u011fer kazand\u0131.<\/b><\/b><\/p>\n Dolar, Ba\u015fkan Donald Trump’\u0131n \u00c7in ve Japonya’n\u0131n kendi para piyasalar\u0131nda oynad\u0131klar\u0131n\u0131 s\u00f6ylemesinin ve d\u0131\u015f ticaret dan\u0131\u015fman\u0131 Peter Navarro’bub euronun “b\u00fcy\u00fck \u00f6l\u00e7\u00fcde de\u011ferinin alt\u0131nda” oldu\u011funu kaydetmesinin ard\u0131ndan Per\u015fembe g\u00fcn\u00fc de\u011fer kaybetti. Baz\u0131 D\u00f6viz<\/a> stratejistleri, euroya y\u00f6nelik iddian\u0131n yanl\u0131\u015f oldu\u011funu ve Navarro’nun dikkate al\u0131nmamas\u0131 gerekti\u011fini kaydederken, OECD verileri, euronun adil de\u011ferinin alt\u0131nda seyretti\u011fini g\u00f6steriyor.<\/b><\/b><\/b><\/b><\/p>\n D\u00f6viz<\/a>e ili\u015fkin yorumlar, yat\u0131r\u0131mc\u0131lar\u0131n Trump’\u0131n g\u00f6\u00e7men karar\u0131na ili\u015fkin olumsuzluklar\u0131 de\u011ferlendirmeler ile birlikte geldi. Siyasi endi\u015feler, Trump y\u00f6netiminin b\u00fcy\u00fcme odakl\u0131 politikalar\u0131n\u0131 geri plana iterken, k\u00fcresel ekonominin g\u00fc\u00e7lenmekte oldu\u011funa ili\u015fkin verileri g\u00f6lgeledi. Yat\u0131r\u0131mc\u0131lar ayr\u0131ca, Fed’in faiz karar\u0131 \u00f6ncesi \u015firket karlar\u0131na da bak\u0131yor.<\/p>\n Sydney’de AxiCorp Financial Services Pty ba\u015f piyasa stratejisti Greg McKenna, “Belirsizli\u011fin artmas\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n Trumponomi ve ABD ekonomisinin reflasyonuna (ekonominin vergi indirimleri ve para arz\u0131n\u0131 art\u0131rma yoluyla desteklenmesi) ili\u015fkin belirsizliklerin fark\u0131na varmas\u0131 ile birlikte, masadan paran\u0131n bir k\u0131sm\u0131n\u0131 al\u0131yor,” dedi ve “Net sonu\u00e7, traderlar\u0131n ve yat\u0131r\u0131mc\u0131lar\u0131n, durum yat\u0131\u015fana ve g\u00f6r\u00fcn\u00fcm daha a\u00e7\u0131k hale gelene dek, nakte, tahvillere ya da kendi \u00fclkesinin paras\u0131na d\u00f6nmesi” \u015feklinde g\u00f6r\u00fc\u015f bildirdi.<\/p>\n Bu haftan\u0131n \u00f6nemli olaylar\u0131 \u015f\u00f6yle;<\/p>\n *Fed’in bug\u00fcn sona erecek toplant\u0131s\u0131na politika faizini de\u011fi\u015ftirmemesi bekleniyor. Ancak faiz karar\u0131 sonras\u0131 yap\u0131lacak a\u00e7\u0131klama, Trump’\u0131n d\u00fcnyan\u0131n en b\u00fcy\u00fck ekonomisi \u00fczerindeki etkisi konusunda i\u015faretler i\u00e7erebilir.<\/p>\n *Facebook Inc. ve Amazoncom Inc. bu hafta karlar\u0131n\u0131 a\u00e7\u0131klayacak \u00f6nemli ABD \u015firketleri aras\u0131nda yer al\u0131yor. S&P 500 Endeksi’nde \u015fimdiye dek finansallar\u0131n\u0131 a\u00e7\u0131klayan \u015firketlerin y\u00fczde 73’\u00fc beklenenden daha iyi kar a\u00e7\u0131klad\u0131.<\/p>\n Hisse Senetleri<\/strong><\/p>\n *Japonya’da Topix Endeksi Tokyo saati ile 10:49’da y\u00fczde 0.3 a\u015fa\u011f\u0131da seyrediyordu ve d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc \u00fc\u00e7\u00fcnc\u00fc g\u00fcne ta\u015f\u0131d\u0131. Avustralya’da S&P\/ASX 200 Endeksi y\u00fczde 0.3 y\u00fckselirken, G\u00fcney Kore’de Kospi Endeksi y\u00fczde 0.5 t\u0131rmand\u0131.<\/p>\n *Hong Kong’da Hang Seng Endeksi, iki g\u00fcnl\u00fck tatilin ard\u0131ndan y\u00fczde 1 geriledi.<\/p>\n *\u00c7in, Tayvan, Malezya ve Vietnam’da piyasalar tatil nedeniyle kapal\u0131.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131 fazla de\u011fi\u015fmedi. ABD hisse senetlerinin g\u00f6sterge endeksi Sal\u0131 g\u00fcn\u00fc, y\u00fczde 0.6’ya kadar \u00e7\u0131kard\u0131\u011f\u0131 kayb\u0131n\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc geri ald\u0131 ve y\u00fczde 0.1 a\u015fa\u011f\u0131da kapand\u0131. Endeks Ocak ay\u0131nda y\u00fczde 1.8 y\u00fckseldi ve y\u00fckseli\u015fini \u00fc\u00e7\u00fcnc\u00fc aya ta\u015f\u0131d\u0131. G\u00f6sterge endeks 8 Kas\u0131m’dan bu yana y\u00fczde 6’dan fazla y\u00fckseldi.<\/p>\n *Apple hisseleri, en son ve en pahal\u0131 iPhone modellerine talebin artmas\u0131n\u0131n deste\u011fi ile \u015firketin \u00e7eyrek d\u00f6nem kar\u0131n\u0131n analistlerin tahminlerinden daha iyi \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan, kapan\u0131\u015f sonras\u0131 i\u015flemlerde y\u00fczde 3 de\u011fer kazand\u0131.<\/p>\n Para Birimleri<\/strong><\/p>\n *Yen dolar kar\u015f\u0131s\u0131nda, Sal\u0131 g\u00fcn\u00fc y\u00fczde 0.9 y\u00fckseldikten ve Brexit’in destekledi\u011fi Haziran ay\u0131ndaki y\u00fckseli\u015ften bu yana en g\u00fc\u00e7l\u00fc ayl\u0131k kazanc\u0131n\u0131 ger\u00e7ekle\u015ftirdikten sonra y\u00fczde 0.2 gerileyerek 112.99 seviyesine indi.<\/p>\n *ABD para biriminin 10 \u00f6nemli para kar\u015f\u0131s\u0131ndaki seyrini g\u00f6steren Bloomberg Dolar Spot Endeksi, Ocak ay\u0131nda y\u00fczde 2.6 d\u00fc\u015ft\u00fckten sonra ve 11 Kas\u0131m’dan bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fckten sonra fazla de\u011fi\u015fmedi.<\/p>\n *Yeni Zelanda dolar\u0131, i\u015fsizlik oran\u0131n\u0131n beklenmedik bir \u015fekilde artmas\u0131n\u0131n ard\u0131ndan y\u00fczde 0.4 d\u00fc\u015ferek 72.81 ABD senti seviyesine indi.<\/p>\n Tahviller<\/strong><\/p>\n *ABD’nin 10 y\u0131l vadeli tahvillerinin faizi bir baz puan artarak y\u00fczde 2.46’ya \u00e7\u0131kt\u0131. Bu ka\u011f\u0131d\u0131n faizi Sal\u0131 g\u00fcn\u00fc d\u00f6rt baz puan d\u00fc\u015ferken, Ocak ay\u0131nda de\u011fi\u015fmedi.<\/p>\n *Avustralya’n\u0131n 10 y\u0131l vadeli tahvillerinin faizi, bu ka\u011f\u0131d\u0131n Ocak ay\u0131nda de\u011fer kazanmas\u0131 ve d\u00f6rt ay s\u00fcren d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc sonland\u0131rmas\u0131n\u0131n ard\u0131ndan bir baz puan y\u00fckseldi.<\/p>\n *AT&T Inc., Microsoft Corp.’un Pazartesi g\u00fcn\u00fc 17 milyar dolarl\u0131k tahvil sat\u0131\u015f\u0131n\u0131n ard\u0131ndan Sal\u0131 g\u00fcn\u00fc 10 milyar dolarl\u0131k arz ger\u00e7ekle\u015ftirdi. Bu sat\u0131\u015flar Ocak ay\u0131ndak\u015f toplam arz\u0131n, May\u0131s 2016’daki 180 milyar dolarl\u0131k rekoru a\u015fmas\u0131na neden oldu.<\/p>\n Emtia<\/strong><\/p>\n *Bat\u0131 Teksas Petrol <\/i><\/a>\u00fc (WTI), zay\u0131f dolar\u0131n avantaj\u0131n\u0131n ABD’re \u00fcretim art\u0131\u015f\u0131 spek\u00fclasyonu ile dengelenmesiile birlikte y\u00fczde 0.2 d\u00fc\u015ferek varil ba\u015f\u0131na 52.73 dolara geldi. Petrol <\/i><\/a> OCak ay\u0131nda y\u00fczde 1.7 d\u00fc\u015ft\u00fc ve Ekim ay\u0131ndan bu yana ilk ayl\u0131k kayb\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n