{"id":87773,"date":"2025-04-30T13:12:07","date_gmt":"2025-04-30T13:12:07","guid":{"rendered":"https:\/\/ekamu.net\/?p=87773"},"modified":"2025-04-30T13:12:07","modified_gmt":"2025-04-30T13:12:07","slug":"goldmandan-sp-500-analizi-buyuk-yukselis-donemi-bitti","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/04\/30\/goldmandan-sp-500-analizi-buyuk-yukselis-donemi-bitti\/","title":{"rendered":"Goldman’dan S&P 500 analizi: B\u00fcy\u00fck y\u00fckseli\u015f d\u00f6nemi bitti"},"content":{"rendered":"
\n

Goldman Sachs Group stratejistleri, son 10 y\u0131lda ortalama \u00fcst\u00fc performans kaydeden ABD Borsalar\u0131n\u0131n, tahvil gibi di\u011fer varl\u0131klar\u0131n daha iyi getiri sunmas\u0131 nedeniyle bu y\u00fckseli\u015fi s\u00fcrd\u00fcremeyece\u011fini belirtti.<\/p>\n

Aralar\u0131nda David Kostin’in de bulundu\u011fu stratejistler taraf\u0131ndan yap\u0131lan bir analize g\u00f6re, S&P 500 Endeksi’nin \u00f6n\u00fcm\u00fczdeki 10 y\u0131lda sadece y\u00fczde 3’l\u00fck y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f toplam nominal getiri elde etmesi bekleniyor. Bu oran, son 10 y\u0131lda y\u00fczde 13, uzun vadeli ortalamas\u0131 olan y\u00fczde 11’e k\u0131yasla daha d\u00fc\u015f\u00fck. <\/p>\n

Stratejistler, S&P 500’\u00fcn hazine tahvillerinin gerisinde kalma olas\u0131l\u0131\u011f\u0131n\u0131 kabaca y\u00fczde 72 oldu\u011funu, 2034 y\u0131l\u0131na kadar enflasyonun gerisinde kalma olas\u0131l\u0131\u011f\u0131n\u0131n da y\u00fczde 33 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n<\/div>\n

\n

Konuyla ilgili 18 Ekim tarihli notta “Yat\u0131r\u0131mc\u0131lar \u00f6n\u00fcm\u00fczdeki on y\u0131lda hisse senedi getirilerinde tipik performans da\u011f\u0131l\u0131mlar\u0131n\u0131n alt s\u0131n\u0131r\u0131na do\u011fru haz\u0131rl\u0131kl\u0131 olmal\u0131” de\u011ferlendirmesini yapt\u0131.<\/p>\n

ABD hisse senedi piyasalar\u0131 k\u00fcresel finans krizin ard\u0131ndan s\u0131f\u0131ra yak\u0131n faiz oranlar\u0131 ve daha sonra ekonomik b\u00fcy\u00fcmenin diren\u00e7li olaca\u011f\u0131 beklentileriyle ralli yapm\u0131\u015ft\u0131. Ancak bu sene g\u00f6r\u00fclen y\u00fczde 23’l\u00fck y\u00fckseli\u015fin bir k\u0131s\u0131m b\u00fcy\u00fck teknoloji hissesinde yo\u011funla\u015ft\u0131.<\/p>\n

Bloomberg verilerine g\u00f6re S&P 500 endeksi son 10 y\u0131l\u0131n 8’inde d\u00fcnya borsalar\u0131ndan daha iyi performans kaydetme yolunda ilerliyor.<\/p>\n

Goldman stratejistleri, y\u00fckseli\u015f bir noktaya yo\u011funla\u015fmaya devam etse bile S&P 500’\u00fcn yakla\u015f\u0131k y\u00fczde 7 civar\u0131nda ortalaman\u0131n alt\u0131nda<\/b> getiri elde edece\u011fini s\u00f6yledi.<\/p>\n

Bloomberg\u2019in Markets Live Pulse anketine g\u00f6re yat\u0131r\u0131mc\u0131lar ABD hisselerinde rallinin 2024’\u00fcn geri kalan\u0131nda da s\u00fcrmesini bekliyor.<\/p>\n

ABD se\u00e7imlerini kimin kazanaca\u011f\u0131 veya Fed’in para politikas\u0131 patikas\u0131ndan ziyade ABD \u015firket bilan\u00e7olar\u0131n\u0131n g\u00fc\u00e7l\u00fc gelen sonu\u00e7lar\u0131, hisse senedi piyasalar\u0131n\u0131n performans\u0131 i\u00e7in daha kritik g\u00f6r\u00fcl\u00fcyor.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

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

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

Goldman Sachs’a g\u00f6re S&P 500 endeksinin son 10 y\u0131ldaki ortalama \u00fcst\u00fc performans\u0131n\u0131 s\u00fcrd\u00fcrmesi olas\u0131 g\u00f6r\u00fcnm\u00fcyor. Banka, gelecek 10 y\u0131lda y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f toplam nominal getirinin sadece y\u00fczde 3 olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n","protected":false},"author":1,"featured_media":87774,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[433,1009],"class_list":["post-87773","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-hisse"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/87773","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=87773"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/87773\/revisions"}],"predecessor-version":[{"id":87775,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/87773\/revisions\/87775"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/87774"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=87773"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=87773"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=87773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}