Avrupa piyasalar\u0131, politika yap\u0131c\u0131lar\u0131n agresif faiz art\u0131\u015f\u0131 fiyatlamas\u0131na itiraz etmesiyle g\u00fc\u00e7lenirken, enerji \u015foku da \u015fiddetlendi. \u0130ngiltere 10 y\u0131ll\u0131k gilt getirileri ralliye \u00f6nc\u00fcl\u00fck etti; Bank of England\u2019dan Pill\u2019in \u00f6n\u00fcm\u00fczdeki bir y\u0131l i\u00e7inde fiyatlanan d\u00f6rder adet 25 baz puanl\u0131k art\u0131\u015f\u0131 sorgulamas\u0131n\u0131n ard\u0131ndan 10 y\u0131ll\u0131klar 4bp gerileyerek %5,40\u2019a indi. ABD Hazine tahvilleri ise u\u00e7 seviyelere yak\u0131n seyretti; 10 y\u0131ll\u0131k %5,215, 2 y\u0131ll\u0131k %4,776 d\u00fczeyindeydi. Brent, Suudi Aramco\u2019nun Dahran\u2019daki merkezine y\u00f6nelik bir Hus\u00ee sald\u0131r\u0131s\u0131n\u0131 do\u011frulamas\u0131n\u0131n ard\u0131ndan yeniden 106 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131; H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda 11 Ekim\u2019e kadarki iki haftada 24 gemi sald\u0131r\u0131ya u\u011frad\u0131. O g\u00fcn deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 ak\u0131\u015flar\u0131n\u0131n eyl\u00fcl ay\u0131ndaki 15,5 mn varil\/g\u00fcn zirvesine kar\u015f\u0131l\u0131k 2,9 mn varil\/g\u00fcn oldu\u011fu tahmin edilirken, s\u00fcpertanker kazan\u00e7lar\u0131n\u0131n 9 Ekim\u2019de g\u00fcnl\u00fck 805 bin dolar ile rekor k\u0131rd\u0131\u011f\u0131 bildirildi. Avrupa TTF do\u011fal gaz\u0131, depolaman\u0131n mevsimsel norm olan yakla\u015f\u0131k %90\u2019a k\u0131yasla %74\u2019\u00fcn alt\u0131nda kalmas\u0131yla \u20ac87\/MWh civar\u0131nda seyretti; IEA Y\u00f6netim Kurulu\u2019nun 15 Ekim\u2019de toplanmas\u0131 bekleniyordu.<\/p>\n\n
ASML, 2026 gelir beklentisini \u20ac44-45 mlr\u2019a y\u00fckseltti ve d\u00fc\u015f\u00fck-NA EUV ile DUV immersion kapasitesinin 2027\u2019de %30 art\u0131r\u0131lmas\u0131n\u0131n dahi 2027-28\u2019de talebi kar\u015f\u0131lamaya yetmeyece\u011fini s\u00f6yledi. 3\u00c7 HBK \u20ac12,95 ile \u20ac11,14 beklentisini a\u015ft\u0131; gelir \u20ac11,66 mlr olurken net k\u00e2r \u20ac4,96 mlr, br\u00fct marj %57,5 ger\u00e7ekle\u015fti. Kurulu baz y\u00f6netimi \u20ac3,29 mlr\u2019a y\u00fckselirken sistem sat\u0131\u015flar\u0131 86\u2019dan 113\u2019e \u00e7\u0131kt\u0131. ABD\u2019de, CoreWeave\u2019in teminats\u0131z spread\u2019lerinin Hazine tahvilleri \u00fczerine 130-150bp geni\u015fleyerek yakla\u015f\u0131k 1.000bp\u2019ye \u00e7\u0131kmas\u0131yla yapay zek\u00e2 altyap\u0131s\u0131ndaki kredi stresi yeniden g\u00fcndeme geldi; 2032 vadeli tahviller ihra\u00e7taki %9,625\u2019e k\u0131yasla %15 civar\u0131nda i\u015flem g\u00f6r\u00fcrken, haziran sonu itibar\u0131yla bor\u00e7 ve kira y\u00fck\u00fcml\u00fcl\u00fckleri toplam\u0131 $52 mlr seviyesindeydi. Anthropic, bankac\u0131lar\u0131n may\u0131staki $965 mlr seviyesine kar\u015f\u0131l\u0131k $1,8-2 trln de\u011ferleme telaffuz etmesiyle birlikte kurumlarla g\u00f6r\u00fc\u015fmeye haz\u0131rlan\u0131yordu; izahnameye g\u00f6re 2025 geliri $4,6 mlr, faaliyet zarar\u0131 $8 mlr\u2019\u0131n \u00fczerinde, gelece\u011fe d\u00f6n\u00fck y\u00fck\u00fcml\u00fcl\u00fckler yakla\u015f\u0131k $518 mlr (yakla\u015f\u0131k %80\u2019i iptal edilemez) ve yakla\u015f\u0131k $34 mlr finansman gideri dahil $42 mlr net zarar bulunuyor; gelirin %47\u2019si iki bulut kanal\u0131 \u00fczerinden sa\u011fland\u0131. Avrupa\u2019da Christine Lagarde, hen\u00fcz ikinci tur etkiler g\u00f6r\u00fclmedi\u011fini s\u00f6yledi ve b\u00fct\u00e7eler konusunda ulusal sorumlulu\u011fu vurgulad\u0131; Fransa Meclisi, GSYH\u2019nin %5,4\u2019\u00fc d\u00fczeyinde a\u00e7\u0131k \u00f6ng\u00f6ren 2027 plan\u0131n\u0131n 1. maddesi \u00fczerine oylama yapt\u0131. Almanya\u2019n\u0131n eyl\u00fcl nihai HICP verisi %3,3 olurken, \u00c7in\u2019in d\u0131\u015f ticaret fazlas\u0131 ihracat\u0131n %36,3 ve ithalat\u0131n %31 artmas\u0131yla $133,5 mlr\u2019a geni\u015fledi.<\/p>\n\n\n\n
Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":" Piyasalar nefes ald\u0131: BoE\u2019nin agresif faiz art\u0131\u015flar\u0131na itiraz\u0131 tahvil rallisini tetiklerken, H\u00fcrm\u00fcz\u2019deki sald\u0131r\u0131lar Brent\u2019i 106 dolar \u00fcst\u00fcne ta\u015f\u0131d\u0131. ASML beklentileri y\u00fckseltti; AI kredilerinde stres artt\u0131. Lagarde sakin.<\/p>\n","protected":false},"author":87,"featured_media":69704,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69705","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t