<\/p>\n
Yat\u0131r\u0131mc\u0131lar, di\u011fer reflasyon i\u015flemlerinde g\u00f6r\u00fclen geri \u00e7ekilmenin zay\u0131flamas\u0131na kar\u015f\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcnde Asya hisse senetlerinden \u00e7\u0131kmaya devam ettiler.<\/p>\n
Standard & Poor’s 500 Endeksi’denki (S&P 500) d\u00fc\u015f\u00fc\u015f, Sydney’den Tokyo’ya, hisse senetleri \u00fczerinde bask\u0131 olu\u015ftururken, Hong Kong hisseleri bu haftaki kazanc\u0131n\u0131 daraltt\u0131. ABD Hazine tahvilleri, Per\u015fembe g\u00fcn\u00fc alt\u0131 g\u00fcnde ilk kez de\u011fer kazand\u0131ktan sonra d\u00fc\u015f\u00fc\u015f\u00fcne geri d\u00f6nd\u00fc ve dolar, son iki haftan\u0131n en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftirdikten sonra yatay seyretti. Alt\u0131n<\/a> \u00fc\u00e7g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan yatay seyre ge\u00e7ti. Yat\u0131r\u0131mc\u0131lar Per\u015fembe g\u00fcn\u00fc, ABD ekonomisinin daha y\u00fcksek faizlerle ba\u015fa \u00e7\u0131kabilece\u011fine ili\u015fkin iyimserlikten destek bulan reflasyon i\u015flemlerinin yeniden canlanmas\u0131n\u0131n ard\u0131ndan geri \u00e7ekildiler.<\/p>\n ABD Ba\u015fkan\u0131 Donald Trump’\u0131n ge\u00e7en hafta y\u00f6netimin yak\u0131nda “\u00f6nemli” bir vergi plan\u0131 a\u00e7\u0131klayaca\u011f\u0131n\u0131 s\u00f6ylemesinin hisse senetleri, dolar ve geli\u015fen piyasa varl\u0131klar\u0131nda bir ralliyi tetikledi. MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi’nin RSI g\u00f6stergesinin baz\u0131 traderlar i\u00e7in bir d\u00fczeltmenin yak\u0131n oldu\u011funa ili\u015fkin i\u015faretler vermesinin ard\u0131ndan, hisse senetlerinde son kazan\u00e7lar\u0131n biraz a\u015f\u0131r\u0131 oldu\u011fu g\u00f6r\u00fc\u015f\u00fc g\u00fc\u00e7lendi. \u00d6te yandan, Fed’in Mart ay\u0131nda faiz art\u0131r\u0131m\u0131na gitme olas\u0131l\u0131\u011f\u0131, bu hafta art\u0131\u015f g\u00f6stermesine kar\u015f\u0131n y\u00fczde 50’nin alt\u0131nda kald\u0131.<\/b><\/b><\/p>\n Fed Ba\u015fkan Yard\u0131mc\u0131s\u0131 Stanley Fischer, ABD ekonomisinin merkez bankas\u0131n\u0131n istihdam ve enflasyon hedeflerine yak\u0131n oldu\u011funu s\u00f6yledi ve Fed’in bu y\u0131l \u00fc\u00e7 kez faiz art\u0131r\u0131m\u0131na gidebilece\u011fini i\u015faret etti. Fischer’in yorumlar\u0131 Fed Ba\u015fkan\u0131 Janet Yellen’\u0131n bu haftaki konu\u015fmalar\u0131na benzer nitelikteydi. Gelen veriler de Fischer’i destekledi; Ocak ay\u0131 konut ba\u015flang\u0131\u00e7lar\u0131 beklenenden iyi \u00e7\u0131karken, Philadelphia Fed \u0130malat Endeksi 1984’ten bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131 ve i\u015fsizlik ba\u015fvurular\u0131 g\u00fc\u00e7l\u00fc bir i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131 i\u015faret etti.<\/p>\n Piyasalarda yakla\u015fan \u00f6nemli olaylar \u015f\u00f6yle;<\/p>\n *\u0130ngiltere’de Ocak ay\u0131 i\u00e7in perakende sat\u0131\u015flar verisi ve ABD’de Conference Board \u00f6nc\u00fc g\u00f6stergeler verisi a\u00e7\u0131klanacak.<\/p>\n *Alman finansal hizmetler \u015firketi Allianz SE ve ABD’li trakt\u00f6r \u00fcreticisi Deere & Co. karlar\u0131n\u0131 a\u00e7\u0131klayacak \u015firketler aras\u0131nda yer al\u0131yor.<\/p>\n Hisse Senetleri<\/strong><\/p>\n *MSCI Asya Pasifik Endeksi, Per\u015fembe g\u00fcn\u00fc Temmuz 2015’ten bu yana en y\u00fcksek seviyesinden kapand\u0131ktan sonra Tokyo saati ile 13:11’de y\u00fczde 0.4 a\u015fa\u011f\u0131da seyrediyordu.<\/p>\n *Japonya’da Topix Endeksi y\u00fczde 0.6 geriledi ve haftay\u0131 kay\u0131pla ge\u00e7meye y\u00f6neldi. Avustralya’da S&P\/ASX\u00a0 Endeksi y\u00fczde 0.2 ve Yeni Zelanda’da S&P\/NZX\u00a0 Endeksi y\u00fczde 0.1d\u00fc\u015ft\u00fc. G\u00fcney Kore’de Kospi Endeksi y\u00fczde 0.3 a\u015fa\u011f\u0131dayd\u0131.<\/p>\n *Singapur’da Straits Times Endeksi, ekonominin d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte be\u015f y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en h\u0131zl\u0131 b\u00fcy\u00fcmesini ger\u00e7ekle\u015ftirdi\u011fini g\u00f6steren veri sonras\u0131 y\u00fczde 0.4 y\u00fckseldi.<\/p>\n *Hong Kong’da Hang Seng Endeksi A\u011fustos 2015’ten bu yana en y\u00fcksek kapan\u0131\u015f\u0131ndan y\u00fczde 0.4 geriledi. Hong Kong’da i\u015flem g\u00f6ren \u00c7in hisselerini i\u00e7eren Hang Seng China Enterprises Endeksi y\u00fczde 0.8 d\u00fc\u015ferken, \u00c7in’de \u015eanghay Bile\u015fik Endeksi y\u00fczde 0.5 geri \u00e7ekildi.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131, g\u00f6sterge endeksin Per\u015fembe g\u00fcn\u00fc son sekiz g\u00fcnde ilk kez d\u00fc\u015fmesi ve 2013’ten bu yana en uzun y\u00fckseli\u015f serisini sonland\u0131rmas\u0131n\u0131n ard\u0131ndan fazla de\u011fi\u015fmedi. Avrupa’da, Stoxx europe 600 Endeksi y\u00fczde 0.4 geriledi ve bu endeks de 6 \u015eubat’tan bu yana ilk kez a\u015fa\u011f\u0131 y\u00f6nde hareket etti.<\/p>\n Para Birimleri<\/strong><\/p>\n *Yen dolar kar\u015f\u0131s\u0131nda, Per\u015fembe g\u00fcn\u00fc y\u00fczde 0.8 y\u00fckselmesinin ard\u0131ndan y\u00fczde 0.1 d\u00fc\u015ferek 113.33 seviyesine geldi.<\/p>\n Tahviller<\/strong><\/p>\n *ABD’nin 10 y\u0131l vadeli tahvillerinin faizi bir baz puan y\u00fckselerek y\u00fczde 2.46’ya \u00e7\u0131kt\u0131. Bu ka\u011f\u0131d\u0131n faizi \u00f6nceki be\u015f g\u00fcnde 16 baz puan artt\u0131ktan sonra Per\u015fembe g\u00fcn\u00fc be\u015f baz puan geriledi.<\/p>\n *Avustralya’n\u0131n 10 y\u0131l vadeli tahvillerinin faizi bir baz puandan az y\u00fckseli\u015fle y\u00fczde 2.80’e \u00e7\u0131kt\u0131 ve y\u00fckseli\u015fini alt\u0131nc\u0131 g\u00fcne ta\u015f\u0131d\u0131.<\/p>\n Emtia<\/strong><\/p>\n *Petrol <\/i><\/a> y\u00fczde 0.2 y\u00fckselerek varil ba\u015f\u0131na 53.44 dolara \u00e7\u0131kt\u0131. Ham Petrol <\/i><\/a>, ABD’de artan stoklar\u0131n OPEC ve di\u011fer \u00fcreticilerin \u00fcretim k\u0131s\u0131nt\u0131lar\u0131n\u0131 dengelemesi ile birlikte son be\u015f haftada ilk haftal\u0131k kayb\u0131na y\u00f6neldi.<\/p>\n