{"id":101907,"date":"2025-10-06T08:24:10","date_gmt":"2025-10-06T08:24:10","guid":{"rendered":"https:\/\/ekamu.net\/?p=101907"},"modified":"2025-10-06T08:24:10","modified_gmt":"2025-10-06T08:24:10","slug":"wells-fargo-2025-icin-sp-500-hedefini-yukseltti","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/10\/06\/wells-fargo-2025-icin-sp-500-hedefini-yukseltti\/","title":{"rendered":"Wells Fargo, 2025 i\u00e7in S&P 500 hedefini y\u00fckseltti"},"content":{"rendered":"

Wells Fargo, Wall Street’te S&P 500 i\u00e7in 2025 beklentilerini yukar\u0131 \u00e7eken kurumlar aras\u0131na kat\u0131ld\u0131.<\/p>\n

Wells Fargo stratejistleri, S&P 500’\u00fcn \u00f6n\u00fcm\u00fczdeki y\u0131l\u0131 \u00c7ar\u015famba g\u00fcnk\u00fc kapan\u0131\u015fa g\u00f6re yakla\u015f\u0131k %12 art\u0131\u015fla 6 bin 600 seviyesinde kapatmas\u0131n\u0131 bekledi\u011fini duyurdu.<\/p>\n

Wells Fargo’nun k\u00fcresel yat\u0131r\u0131m stratejisi ekibi \u00c7ar\u015famba g\u00fcn\u00fc m\u00fc\u015fterilerine g\u00f6nderdi\u011fi bir ara\u015ft\u0131rma notunda, “Daha g\u00fc\u00e7l\u00fc ekonomik b\u00fcy\u00fcme tahminimiz, d\u00fczenleyici maliyetleri azaltmay\u0131 ama\u00e7layan politikalarla birlikte, S&P 500 \u015firketlerinin hisse ba\u015f\u0131na kazanc\u0131n\u0131 270 dolarl\u0131k \u00f6nceki tahminimizin \u00fczerine y\u00fckselterek 275 dolara \u00e7\u0131karabilir” dedi.<\/p>\n

\n

Wells Fargo stratejistleri 2025 sonu endeks hedefini 6 bin 200-6 bin 400 aral\u0131\u011f\u0131ndan 6 bin 500-6 bin 700 aral\u0131\u011f\u0131na y\u00fckseltti.<\/p>\n

Tahvil getirisi beklentilerinde de revizyon <\/b><\/p>\n

Yat\u0131r\u0131mc\u0131lar, Trump’\u0131n ikinci d\u00f6neminin vergi indirimi sa\u011flayarak, tarifeleri art\u0131rarak ve mali d\u00fczenlemeleri azaltarak ekonomiyi ve Amerikan \u015firketlerini g\u00fc\u00e7lendirebilece\u011fine inan\u0131yorlar. Ancak baz\u0131 ekonomik planlar\u0131 ayr\u0131ca artan bir mali a\u00e7\u0131\u011fa ve enflasyonun yeniden canlanmas\u0131na yol a\u00e7abilir, bu da ABD h\u00fck\u00fcmet borcunu art\u0131rabilir ve faiz oranlar\u0131n\u0131 y\u00fckseltebilir.<\/p>\n<\/div>\n

\n

Bu nedenle Wells Fargo ekibi, hem 2025’in ba\u015flar\u0131nda “ekonomik iyile\u015fme” hem de y\u0131l\u0131n ilerleyen d\u00f6nemlerinde potansiyel olarak biriken tarifeler ve g\u00f6\u00e7 k\u0131s\u0131tlamalar\u0131n\u0131n neden oldu\u011fu daha y\u00fcksek enflasyon nedeniyle uzun vadeli faiz oranlar\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki y\u0131l daha da y\u00fckselmesini bekliyor.<\/p>\n

Stratejistler, “2025 y\u0131l\u0131 i\u00e7in 10 y\u0131ll\u0131k ve 30 y\u0131ll\u0131k Hazine tahvili getiri hedeflerimizi s\u0131ras\u0131yla 50 baz puan art\u0131rarak %4,50-5,00 ve %4,75-5,25’e \u00e7\u0131kar\u0131yoruz” dedi.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n

<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Wells Fargo, potansiyel olarak daha g\u00fc\u00e7l\u00fc bir ABD ekonomisi ve Trump’\u0131n ikinci d\u00f6neminde muhtemel politika de\u011fi\u015fiklikleri nedeniyle 2025’te S&P 500 i\u00e7in beklentisini yukar\u0131 y\u00f6nl\u00fc revize etti.<\/p>\n","protected":false},"author":1,"featured_media":101908,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[6038,6039],"class_list":["post-101907","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-6-bin","tag-wells-fargo"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/101907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=101907"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/101907\/revisions"}],"predecessor-version":[{"id":101909,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/101907\/revisions\/101909"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/101908"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=101907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=101907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=101907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}