⚠️Piyasalar bugün (10 Eylül 2026) küresel ölçekte satış baskısı altında. ABD, Avrupa ve Borsa İstanbul’da endeksler geriledi. Altın gümüş geriledi. Düşüşün ana nedenleri:
1. Petrol fiyatlarındaki sert yükseliş ve jeopolitik risk
ABD-İran çatışmasının tırmanması ve Hürmüz Boğazı civarındaki tanker saldırıları petrol arzına dair endişeleri artırdı. Brent varil fiyatı 107 doların üzerine çıktı. Yüksek enerji fiyatları enflasyon beklentilerini yeniden yükseltiyor ve risk iştahını azaltıyor.
2. ABD’de beklenenden yüksek üretici enflasyonu (PPI)
Ağustos ÜFE yıllık yüzde 5,4 geldi (beklenti yüzde 5,3). Artışın büyük kısmı enerji kaynaklı. Bu veri, Fed’in 16 Eylül’deki toplantıda faiz artırma ihtimalini yüzde 70 civarına çıkardı. Yüksek faiz beklentisi hisse senetlerinin (özellikle teknoloji) değerlemesini baskılıyor.
3. Tahvil faizlerinin yükselmesi
ABD 10 yıllık tahvil faizi yüzde 4,9’un üzerine çıktı (2023’ten bu yana en yüksek seviyelerden). Tahvil getirileri arttıkça hisseler görece daha az cazip hale geliyor. Dolar da güçleniyor; bu da gelişmekte olan piyasa varlıklarını ve altını olumsuz etkiliyor.
4. Avrupa Merkez Bankası’nın faiz artışı
ECB, enerji kaynaklı enflasyon baskısı nedeniyle faizleri 25 baz puan artırdı. Küresel likidite koşullarının sıkılaşması hisseler üzerindeki baskıyı artırdı.
Borsa İstanbul’da BIST 100 günü yüzde 0,77 düşüşle 14.393 puandan kapattı. Bankacılık hisseleri daha fazla geriledi.
TCMB ise politika faizini yüzde 37’de sabit tuttu; metinde jeopolitik gelişmeler ve yüksek enerji fiyatlarının enflasyon üzerinde yukarı yönlü risk oluşturduğu vurgulandı.
Kısa vadede piyasaların yönünü belirleyecek en önemli veri yarın açıklanacak ABD tüketici enflasyonu (CPI). Bu veri Fed beklentilerini yeniden fiyatlayabilir. Mevcut ortamda yüksek petrol + yüksek faiz kombinasyonu riskli varlıklar (hisse, kripto) üzerinde baskı yaratmaya devam ediyor.
#Hürmüz #Petrol #FedEylül #PPI #EnflasyonHaftası #BIST100 #Nasdaq #TahvilFaizi #Altın #TunaKayaAnaliz #Quantfury
🔴 ABD İSTİHDAM (NFP) BOMBASI: 162 BİN GELDİ, BEKLENTİ 55 BİN! ŞOK‼️
ABD Ağustos tarım dışı istihdam 162 bin arttı. Piyasa 53-55 bin bekliyordu. Temmuz da -23 binden +21 bine revize edildi. İşsizlik %4,1’de sabit. Saatlik kazanç +%0,3.
Ne oldu piyasada? Dolar endeksi sert yükseldi (DXY 99,3+). Altın ons %1,5’ten fazla düştü. BIST’te bankacılık hisseleri eksiye döndü. Risk iştahı kapandı.
Ne olacak? Güçlü istihdam = Fed’in “istikrarlı işgücü” söylemini destekledi. Gözler gelecek haftaki enflasyona kaydı. Eylül faiz artırımı ihtimali yeniden fiyatlandı.
Dolar güçlü kalırsa altın ve BIST baskı altında kalır. Zayıf enflasyon gelirse rahatlama olur.
Kısa vadede temkinli olun. Panik yok, ama kaldıraç düşük tutun.
#TunaKaya #NFP #TarımDışıİstihdam #Fed #Dolar #Altın #GramAltın #Nasdaq #Borsaİstanbul #BIST100 #PiyasaAnalizi #Quantfury
For you all in the comments saying that they stopped Henry in the 3rd quarter, you do realize Green Bay stopped Henry in the 3rd quarter on his 1st 4 or 5 carries and he eventually broke off a 30 yard run a few carries after that right? You guys think when a back gets stopped 3 times in a row that theyve been figured out and thats enough to abandon it all together. Just completely ignoring what u all saw last week in Green Bay. They stopped Henry early in that 3rd quarter last week and they were still featuring him because they had no other option and u saw him start to break even more runs. He was getting the ball on 3rd & 5 and getting 12 yards. Pittsburgh didnt stop Henry, the Ravens just decided to lean on Lamar. It worked out for them tho because every open pass they got was a direct result of Pittsburgh being scared shitless of Henry.
Michael Porter Jr. said he expected to be the best player in the NBA when he got drafted, but he’s proud of the role he's carved out post-injuries:
“My expectation was to be the best player in the NBA. Injuries had their way with me, but I think determination and resilience have allowed me to carve out a pretty valuable space in the NBA… What I’m doing now is not a shock to me. Doing it post-injury is what I’m proud of."
@chriman_ I have already. Numerous times showing different Edey lineup combinations. Im talking about JAYLEN WELLS today tho & how HE'S affected by Edey's absence. That HIS current slump is deeper than missing some shots.
Oh and to add- if you were a more experienced team with a full season to build consistency last year, now coming into this season- how would you prepare for our team with its current playing players make up. No Vince Williams, No Scottie Pippen, No Ty Jerome, BC or Edey, we don’t even have our menace who collects loose balls, Konchar, you have a second year player who played one role- defending the best player and a rookie. Ja on and off the roster. You can point all weapons at stopping Jaren’s strengths and live and die with Ja’s strength(force him to score or vice versa force him to pass). Our defense in the wing/rim protection is vulnerable- in our current make up it is a challenge to cover both! We can’t develop players, everyone is playing outside their comfort zones!! Some games that won’t be pretty!!
Thank you, you are right on target. Jaylen has always been a role player except when he played for Sonoma. He is an excellent on the ball defender, always has been. Standing around without touches for long periods will hurt anyone’s game.
We are decimated with injuries to expect a player to guard the best player and to have a lot of energy to create good offense, not in rhythm is not realistic. He has done pretty well despite the heavy load. We have been down with great defenders in the wing and a great center, and no continuity in either spot. There is no excuse, he takes full responsibility for not being more productive on offense!!!He is always working to improve!! All his numbers have improved this year, even though our more experienced players are recovering from injury. Everyone has to get comfortable with a new coach and system. Due to the injuries they are not able to do some things that would allow Jaylen to show more of his offensive side, but you did see it when Edey was on the floor- I believe with any consistent center that can protect the rim , take pressure off Jaren we would see much improvement and consistency with both players on the offensive end!
David Adelman says the Nuggets' Michael Porter Jr. trade was "good for everybody":
“I thought we used him the right way. I’m sure he would disagree with me completely, which is ok. But we won a lot of games doing it that way. It’s cool to see him have more freedom under Jordi."
Ok Unc, I'll bite. Grizz fans accounts are quick to point out the fact that Ja Morant is averaging 26 points in his last 3 games. Theyre not so quick to point out that the Grizzlies are 1-2 in those games & theyre definitely not quick to point out that they lost both of those games because Morant was targeted and scored on late in those games. See, you can only hide so much in this league. When your "best player" is a 🐦⬛🐦⬛🐦⬛🐦⬛, no matter how hard his coach try to hide him, the other coach will always find him when the game is on the line. Will Hardy found him in the end when the Grizzlies played Utah, & Nick Nurse found him in the end when Philly played them on Tuesday. But hey, he scored 40. We're going to ignore that his counterpart had 12 assists to 0 turnovers while he had 5 turnovers to 3. Those 40 points tho.... Thats what's important here. Go Grizz.
One last thing. I think its laugh out loud hilarious that Ja Morant was getting frustrated with Koloko & having poor body language because he was having a hard time dealing with Embiid. As if Embiid isnt a master grifter & baiter who had goven the best defenders in this league a hard time for years. I found that hilarious that he had the nerve to be frustrated with Koloko while he was able to hiding throughout the majority of the game. He couldnt hide in the 2nd half tho, as Nick Nurse finally started to get Morant in actions with Edgecomb & Maxey. Edgecomb had 4 shots in the 1st half & 15 in the 2nd half. Opened the game by bombing a 3 by getting rid of Morant on a screen. That was there all game long, but Maxey was cooking. They got to it when it mattered most tho and it won them the game.
See, some players can dominate games by taking just 3 shots and win those games. Some players can score 40 & still lose. Some dudes can score 40 & be the 4th best player in the game and the 2nd best player on his team. The Grizzlies scored 72 points in the 1st half on Tuesday and they scored 56 points in the next 24 minutes. The Grizzlies had 19 assists in the 1st half on Tuesday but only had 8 in the next 24 minutes. Guys who couldnt miss in the 1st half all of the sudden couldn't make shots. I wonder what happened. Aye, but he scored 40 tho... Thats what the people want. See, I can do this shit all day.