{"id":67699,"date":"2024-08-05T05:36:06","date_gmt":"2024-08-05T05:36:06","guid":{"rendered":"https:\/\/ekamu.net\/?p=67699"},"modified":"2024-08-05T05:36:06","modified_gmt":"2024-08-05T05:36:06","slug":"wall-streette-rotasyonun-rotasyonu-basladi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/08\/05\/wall-streette-rotasyonun-rotasyonu-basladi\/","title":{"rendered":"Wall Street\u2019te rotasyonun rotasyonu ba\u015flad\u0131"},"content":{"rendered":"<div>\n<p>Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n eyl\u00fclde faiz indirebileceklerini s\u00f6ylemesi de sat\u0131\u015flar\u0131n \u00f6n\u00fcne ge\u00e7emedi. Teknoloji a\u011f\u0131rl\u0131kl\u0131 Nasdaq 100 endeksi 10 Temmuz\u2019dan bu yana %10\u2019dan fazla d\u00fc\u015ferek teknik bir d\u00fczeltme b\u00f6lgesine girerken, S&#038;P 500 iki g\u00fcnde %3,2 gerileyerek Mart 2023\u2019ten bu yana en k\u00f6t\u00fc iki g\u00fcnl\u00fck kayb\u0131n\u0131 ya\u015fad\u0131.<\/p>\n<p>Endeks Ekim 2022\u2019den bu yana en k\u00f6t\u00fc tar\u0131m d\u0131\u015f\u0131 istihdam g\u00fcn\u00fcn\u00fc de geride b\u0131rakm\u0131\u015f oldu. Ancak her sekt\u00f6r sat\u0131\u015flardan etkilenmedi. Daha \u00f6nce teknoloji \u015firketlerinden k\u00fc\u00e7\u00fck \u015firket hisselerine ba\u015flayan rotasyon \u015fimdi de temett\u00fc \u00f6deyen \u015firketlere y\u00f6neldi. Hafta boyunca teknoloji ve t\u00fcketici odakl\u0131 hisseler de\u011fer kaybederken, y\u00fcksek temett\u00fc \u00f6deyen ve tahvil getirileri d\u00fc\u015ft\u00fc\u011f\u00fcnde yat\u0131r\u0131mc\u0131lar\u0131n tercih etti\u011fi elektrik, su ve gaz \u015firketleri ve gayrimenkul hisseleri, S&#038;P 500\u2019de haftan\u0131n a\u00e7\u0131k ara en iyi performans g\u00f6sterenleri oldu.<\/p>\n<\/div>\n<div>\n<p>Wealth Alliance Genel M\u00fcd\u00fcr\u00fc Eric Diton, \u201cSo\u011fuyan istihdam piyasas\u0131n\u0131n faiz oranlar\u0131n\u0131n d\u00fc\u015f\u00fcr\u00fclmesine neden olaca\u011f\u0131 beklentisiyle rotasyon hareketi devam ediyor. Ancak hangi hisse senetlerini sat\u0131n alacaks\u0131n\u0131z? B\u00fcy\u00fck teknoloji \u015firketlerinin faiz indirimine ihtiyac\u0131 yok \u00e7\u00fcnk\u00fc g\u00fc\u00e7l\u00fc bilan\u00e7olar\u0131 ve y\u00fcksek de\u011ferlemeleri var. K\u00fc\u00e7\u00fck \u015firketler daha bor\u00e7lu ve riskli olduklar\u0131 i\u00e7in temett\u00fc \u00f6deyen hisseler tercih ediliyor\u201d dedi.<\/p>\n<p>Bloomberg Intelligence verilerine g\u00f6re, yat\u0131r\u0131mc\u0131lar ge\u00e7en hafta gayrimenkul ile elektrik, gaz ve su hizmeti sa\u011flayan \u015firketlerin ABD Borsa yat\u0131r\u0131m fonlar\u0131na yakla\u015f\u0131k 1 milyar dolar ak\u0131t\u0131rken, teknoloji ETF\u2019lerine sadece 300 milyon dolar yat\u0131rd\u0131.<\/p>\n<\/div>\n<\/p>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">Bloomberg HT<\/span><\/p>\n<p><span style=\"display: block; width: 343.125px; color: rgb(55, 58, 60); font-size: 14px; background-color: rgb(255, 249, 236);\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en hafta ABD\u2019de a\u00e7\u0131klanan veriler Fed\u2019in faiz indirimlerine ba\u015flamak i\u00e7in ge\u00e7 kalm\u0131\u015f olabilece\u011fi y\u00f6n\u00fcndeki endi\u015feleri t\u0131rmand\u0131rd\u0131 ve Wall Street endeksleri ABD Merkez Bankas\u0131\u2019n\u0131n politika faizlerini sabit tuttu\u011fu \u00e7ar\u015famba g\u00fcn\u00fcnden itibaren sert&#8230;<\/p>\n","protected":false},"author":1,"featured_media":67700,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1009,259,168],"class_list":["post-67699","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-hisse","tag-sirket","tag-teknoloji"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/67699","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=67699"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/67699\/revisions"}],"predecessor-version":[{"id":67701,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/67699\/revisions\/67701"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/67700"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=67699"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=67699"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=67699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}