Barclays ve JPMorgan analistleri, kurumsal yat\u0131r\u0131mc\u0131lar\u0131n temkinli duru\u015flar\u0131ndan \u00e7\u0131k\u0131p hisse senedi yat\u0131r\u0131mlar\u0131n\u0131 art\u0131rmalar\u0131n\u0131, bu y\u00fczden ABD hisselerinin y\u00fckselece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n
Hisse senetleri, Nisan ay\u0131nda g\u00fcmr\u00fck vergilerinin tetikledi\u011fi d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan toparlan\u0131rken, b\u00fcy\u00fck yat\u0131r\u0131mc\u0131lar d\u00fc\u015f\u00fck a\u011f\u0131rl\u0131klar\u0131n\u0131 koruyor. Deutsche Bank\u2019a g\u00f6re, genel hisse senedi pozisyonlar\u0131 2010\u2019dan bu yana sadece y\u00fczde 23 daha d\u00fc\u015f\u00fck seyretti. Bunun sebebi ise ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n s\u00fcrekli de\u011fi\u015fen ticari politikalar\u0131 oldu.<\/p>\n
Trump\u2019\u0131n politikalar\u0131, bo\u011fa piyasas\u0131 perakende yat\u0131r\u0131mc\u0131lar\u0131n\u0131n S&P 500 Endeksi\u2019ni rekor seviyeye do\u011fru itmeye yard\u0131mc\u0131 olmas\u0131na ra\u011fmen, yat\u0131r\u0131mc\u0131lar\u0131n tedbirli davranmalar\u0131na da sebep oldu.<\/p>\n
K\u00fcresel Hisse Senedi Taktik Stratejileri Ba\u015fkan\u0131 Alexander Altmann, kendi ekibinin \u00f6n\u00fcm\u00fczdeki birka\u00e7 hafta boyunca uzun pozisyonlarda kalaca\u011f\u0131n\u0131 ve ABD hisse senedi risklerine kar\u015f\u0131 g\u00fc\u00e7l\u00fc duraca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
S&P 500 19 \u015eubat’tan bu yana ilk kez rekor seviyeye ilerliyor <\/b><\/p>\n
JPMorgan stratejistleri ge\u00e7en hafta m\u00fc\u015fterileriyle payla\u015ft\u0131klar\u0131 yaz\u0131da, Trump y\u00f6netiminin oda\u011f\u0131n\u0131n tarifelerden vergi kesintilerine kayd\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcnce, en az diren\u00e7li yolun yeni zirvelere do\u011fru oldu\u011funu belirttiler. “K\u00fcresel hisse senetlerindeki V \u015feklindeki toparlanmadan sonra bile, yat\u0131r\u0131mc\u0131 konumland\u0131rmas\u0131 hafif ila orta d\u00fczeyde, duyarl\u0131l\u0131k ise \u0131l\u0131ml\u0131.<\/p>\n
S&P 500, 8 Nisan\u2019daki dip noktas\u0131ndan y\u00fczde 20\u2019lik bir toparlanman\u0131n ard\u0131ndan 19 \u015eubat\u2019tan bu yana ilk kez rekor zirvesine yakla\u015f\u0131yor. Parag Thatte liderli\u011findeki Deutsche Bank stratejistlerine g\u00f6re, bu h\u0131zl\u0131 toparlanma iki aydan k\u0131sa bir s\u00fcrede ger\u00e7ekle\u015fti ve kay\u0131tlardaki en k\u0131sa “volatilite \u015foku” oldu.<\/p>\n
K\u00fcresel hisse senedi stratejisti Binky Chadha ve ekibine g\u00f6re, yat\u0131r\u0131mc\u0131lar tarife etkilerinin m\u00fctevaz\u0131 ve ge\u00e7ici olaca\u011f\u0131ndan emin olurlarsa, b\u00fcy\u00fcmedeki herhangi bir yava\u015flamay\u0131 g\u00f6z ard\u0131 edecekler.<\/p>\n
Chadha ve ekibi, S&P 500 endeksinin y\u0131l sonuna kadar rekor seviyeye ula\u015farak Pazartesi g\u00fcnk\u00fc kapan\u0131\u015f seviyesinden y\u00fczde 9 daha fazla artarak 6 bin 550\u2019ye \u00e7\u0131kmas\u0131n\u0131 bekliyor.<\/p>\n
\u00d6te yandan yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131n bir sonraki b\u00fcy\u00fck testi ise yar\u0131n a\u00e7\u0131klanacak olan t\u00fcketici fiyat endeksi olacak ve bu, tarifelerin enflasyonu nas\u0131l etkiledi\u011fine dair ipu\u00e7lar\u0131 sa\u011flayacak.<\/p>\n<\/div>\n<\/p>\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/s-p-500-de-zirve-ongorusu-3750109<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" S&P 500, 8 Nisan’daki dip noktas\u0131ndan y\u00fczde 20’lik bir toparlanman\u0131n ard\u0131ndan 19 \u015eubat’tan bu yana ilk kez rekor zirvesine yakla\u015f\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":37284,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1813,632],"manset":[],"class_list":["post-37283","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-hisse-senedi","tag-yatirimcilar"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/37283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=37283"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/37283\/revisions"}],"predecessor-version":[{"id":37285,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/37283\/revisions\/37285"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/37284"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=37283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=37283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=37283"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=37283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}