<\/p>\n
Asya hisse senetleri, Fed’in faiz art\u0131r\u0131m\u0131na haz\u0131r oldu\u011fu beklentilerinin \u00e7ok g\u00fc\u00e7lendi\u011fi bir ortamda, yat\u0131r\u0131mc\u0131lar\u0131n k\u00fcresel hisse senetlerinin tarihinin en y\u00fcksek seviyesine \u00e7\u0131kmasna neden olan rallinin g\u00fcc\u00fcn\u00fc de\u011ferlendirmeye devam etmeleri ile birlikte kar\u0131\u015f\u0131k seyretti. Yen g\u00fc\u00e7 kazan\u0131rken, Petrol <\/i><\/a> de\u011fer kaybetti.<\/p>\n MSCI Asya Pasifik Endeksi dalgal\u0131 bir seyir izlerken, b\u00f6lge \u00e7ap\u0131nda i\u015flem hacimleri sert d\u00fc\u015ft\u00fc. Japonya’da Topix Endeksi, Japonya ekonomisinin d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte ilk a\u00e7\u0131klanandan daha h\u0131zl\u0131 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc g\u00f6steren veriye ra\u011fmen geri \u00e7ekildi. Hong Kong’da i\u015flem g\u00f6ren \u00c7in hisse senetleri, \u00c7in’in ithalat\u0131nda sert bir y\u00fckseli\u015f oldu\u011funu g\u00f6steren verinin ard\u0131ndan de\u011fer kazand\u0131. Dolar iki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan gerilerken, ABD’nin 10 y\u0131l vadeli tahvillerinin faizi yedi g\u00fcn art arda y\u00fckselerek y\u00fczde 2.51’e \u00e7\u0131kt\u0131ktan sonra geriledi.<\/p>\n Trump’\u0131n b\u00fcy\u00fck \u00e7apl\u0131 harcamalar yaparak ve vergileri d\u00fc\u015f\u00fcrerek b\u00fcy\u00fcmeyi destekleyece\u011fine ili\u015fkin iyimserli\u011fe dayanarak tarihteki en b\u00fcy\u00fck se\u00e7im sonras\u0131 rallilerinden birinin ger\u00e7ekle\u015fmesi ve buna ba\u011fl\u0131 olarak k\u00fcresel hisse senetlerinin toplam de\u011ferini 71 trilyon dolara y\u00fckseltmesinin ard\u0131ndan, piyasalra endi\u015fe hakim oluyor. Bu ralli sonucu MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi’ndeki de\u011ferlemeler 2015 y\u0131l\u0131ndan bu yana en y\u00fcksek seviyesine ula\u015ft\u0131 ve tarihinin en pahal\u0131 seviyesine yakla\u015ft\u0131.<\/p>\n Japonya’da a\u00e7\u0131klanan veriler, ekonominin ge\u00e7en y\u0131l\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde de geni\u015fleyerek d\u00f6rt \u00e7eyrek \u00fcst \u00fcste b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. Bu \u00fc\u00e7 y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en uzun \u00e7eyrek d\u00f6nem y\u00fckseli\u015f serisini i\u015faret ediyor. B\u00fcy\u00fcme \u0131l\u0131ml\u0131 ve b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ihracat kaynakl\u0131 olurken, \u00f6zel t\u00fcketim d\u00fc\u015f\u00fck kalmaya devam etti. \u00c7in’de yuan baz\u0131nda ithalat \u015eubat ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 44.7 artarken, ihracat y\u00fczde 4.2 y\u00fckseldi. ANcak veriler, \u00c7in’de 1 hafta s\u00fcren yeni y\u0131l tatiline denk geldi\u011fi i\u00e7in yanl\u0131 \u00e7\u0131kt\u0131.<\/p>\n Tahvil, D\u00f6viz<\/a> ve hisse senetlerinde fiyat dalgalanmalar\u0131na ili\u015fkin beklentiler azal\u0131yor. ABD Ba\u015fkan\u0131 Donald Trump’\u0131n ge\u00e7en hafta Kongre ortak oturumunda yapt\u0131\u011f\u0131 konu\u015fmaya ve aralar\u0131nda New York Fed Ba\u015fkan\u0131 Williamd Dudley’in de bulundu\u011fu Fed yetkililerinin bu ay faiz art\u0131r\u0131m\u0131na gidilece\u011fine ili\u015fkin beklentileri y\u00fckseltmesine kar\u015f\u0131n, volatilite g\u00f6stergeleri d\u00fc\u015f\u00fcyor.<\/p>\n Piyasalarca izlenecek \u00f6nemli olaylar \u015f\u00f6yle;<\/p>\n *Avrupa Merkez Bankas\u0131 (AMB) Ba\u015fkan\u0131 Mario Draghi, Per\u015fembe g\u00fcnk\u00fc AMB toplant\u0131s\u0131nda, man\u015fet enflasyonun \u015eubat ay\u0131nda y\u00fczde 2 olan enflasyon hedefine ula\u015fmas\u0131na ra\u011fmen muhtemelen geri ad\u0131m atmayacak. Draghi’nin parasal geni\u015flemeyi (QE) mevcut durgun fiyat bask\u0131lar\u0131 ile birlikte y\u0131l sonuna kadar korumas\u0131 bekleniyor.<\/p>\n *ABD’de \u015eubat ay\u0131 istihdam verileri Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak. Tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n 190,000 ile son alt\u0131 ay\u0131n ortalamas\u0131na yak\u0131n bir art\u0131\u015f g\u00f6stermesi ve i\u015fg\u00fcc\u00fc piyasas\u0131ndaki istikrar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc i\u015faret etmesi bekleniyor.<\/p>\n *\u0130ngiltere Maliye Bakan\u0131 Philip Hammond’un b\u00fct\u00e7esi \u00c7ar\u015famba g\u00fcn\u00fc parlamentoya getirilor. Bakan pazar g\u00fcn\u00fc ekonominin Brexit’ten zarar g\u00f6rmemesi i\u00e7in kenara para koyulaca\u011f\u0131 taahh\u00fcd\u00fcnde bulundu.<\/p>\n Hisse Senetleri<\/strong><\/p>\n *MSCI Asya Pasifik Endeksi Tokyo saati ile 13:05’te y\u00fczde 0.1’den az y\u00fckseldi ve endekste d\u00fc\u015fen hisse say\u0131s\u0131 y\u00fckselenden daha fazlayd\u0131. Japonya’da Topix Endeksi y\u00fczde 0.4 d\u00fc\u015ft\u00fc ve son d\u00f6rt g\u00fcnde \u00fc\u00e7\u00fcnc\u00fc kez a\u015fa\u011f\u0131 y\u00f6nde hareket etti. Avustralya’da S&P\/ASX 200 Endeksi y\u00fczde 0.2 geriledi.<\/p>\n *Hong Kong’da i\u015flem g\u00f6ren \u00c7in hisseleri y\u00fczde 0.8 y\u00fckselirken, Hang Seng Endeksi y\u00fczde 0.5 t\u0131rmand\u0131.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131 y\u00fczde 0.2 geriledi. G\u00f6sterge endeks Sal\u0131 g\u00fcn\u00fc y\u00fczde 0.3 d\u00fc\u015ft\u00fc ve Ocak ay\u0131ndan bu yana ilk iki g\u00fcn \u00fcst \u00fcste d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftirdi. Sa\u011fl\u0131k sekt\u00f6r\u00fc hisseleri, Cumhuriyet\u00e7ilerin Obamacare olarak bilinen yasan\u0131n yerine getirlick teklifin detaylar\u0131n\u0131 a\u00e7\u0131klamas\u0131 ve Trump’\u0131n twitter yoluyla yapt\u0131\u011f\u0131 a\u00e7\u0131klamada ila\u00e7 fiyatlar\u0131on\u0131n d\u00fc\u015f\u00fcr\u00fclece\u011fini kaydetmesinin ard\u0131ndan geriledi.<\/p>\n *Stoxx Europe 600 Endeksi, Pazartesi g\u00fcnk\u00fc y\u00fczde 0.5’lik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan Sal\u0131 g\u00fcn\u00fc y\u00fczde 0.3 daha geriledi.<\/p>\n Para Birimleri<\/strong><\/p>\n *Yen dolar kar\u015f\u0131s\u0131nda y\u00fczde 0.3 y\u00fckselerek 113.64 seviyesine \u00e7\u0131kt\u0131. Avustralya dolar\u0131 y\u00fczde 0.1 ve Yeni Zelanda dolar\u0131 y\u00fczde 0.2 y\u00fckseldi.<\/p>\n *ABD para biriminin 10 \u00f6nemli para kar\u015f\u0131s\u0131ndaki seyrini g\u00f6steren Bloomberg Dolar Spot Endeksi y\u00fczde 0.1 d\u00fc\u015ft\u00fc.<\/p>\n Tahviller<\/strong><\/p>\n *ABD’nin 10 y\u0131l vadeli Hazine tahvillerinin faizi bir baz puan d\u00fc\u015ferek y\u00fczde 2.51’e indi ve son sekiz g\u00fcnde ilk kez a\u015fa\u011f\u0131 y\u00f6nde hareket etti.<\/p>\n *Avustralya’n\u0131n 10 y\u0131ll\u0131klar\u0131n\u0131n faizi \u00fc\u00e7 baz puan y\u00fckselerek y\u00fczde 2.85’e ve Yeni Zellanda2n\u0131n 10 y\u0131l vadelilerinin faizi iki baz puan t\u0131rmanarak y\u00fczde 3.33’e ula\u015ft\u0131.<\/p>\n Emtia<\/strong><\/p>\n