{"id":103289,"date":"2026-06-23T08:00:16","date_gmt":"2026-06-23T05:00:16","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/23\/abd-iran-gorusmeleri-iyimserlik-yaratirken-fed-beklentileri-risk-istahini-sinirliyor"},"modified":"2026-06-23T08:00:16","modified_gmt":"2026-06-23T05:00:16","slug":"abd-iran-gorusmeleri-iyimserlik-yaratirken-fed-beklentileri-risk-istahini-sinirliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/23\/abd-iran-gorusmeleri-iyimserlik-yaratirken-fed-beklentileri-risk-istahini-sinirliyor\/","title":{"rendered":"ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri iyimserlik yarat\u0131rken Fed beklentileri risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rl\u0131yor"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde Amerika Birle\u015fik Devletleri (ABD) ile \u0130ran aras\u0131nda devam eden m\u00fczakerelerden gelen olumlu haber ak\u0131\u015f\u0131na ra\u011fmen, ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) faiz politikas\u0131na ili\u015fkin beklentilerin k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011funu belirtti.<\/p>\n<p>Rapora g\u00f6re, BIST 100 endeksi haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne y\u00fckseli\u015fle ba\u015flamas\u0131na kar\u015f\u0131n g\u00fcn sonunda y\u00fczde 0,03&#8217;l\u00fck s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle 14.729,65 puandan kapand\u0131. Endekste en fazla negatif katk\u0131y\u0131 ASELS, TUPRS ve BIMAS hisseleri yaparken, DSTKF, ASTOR ve EUPWR hisseleri d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rland\u0131ran hisseler aras\u0131nda yer ald\u0131.<\/p>\n<p>Yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) a\u00e7\u0131klad\u0131\u011f\u0131 sekt\u00f6rel enflasyon beklentileri verilerine g\u00f6re, 12 ay sonras\u0131 i\u00e7in piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n enflasyon beklentisi y\u00fczde 23,81, reel sekt\u00f6r\u00fcn beklentisi y\u00fczde 33,10 ve hane halk\u0131n\u0131n beklentisi y\u00fczde 46,13 olarak ger\u00e7ekle\u015fti.<\/p>\n<p>Hane halk\u0131 anketinde gelecek d\u00f6nemde fiyat\u0131 en fazla artmas\u0131 beklenen kalemler aras\u0131nda g\u0131da ile yak\u0131t-enerji \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p>K\u00fcresel piyasalarda ise hafta sonu \u0130svi\u00e7re&#8217;de ba\u015flayan ABD-\u0130ran g\u00f6r\u00fc\u015fmelerine ili\u015fkin geli\u015fmeler takip edildi. \u0130ran&#8217;\u0131n g\u00f6r\u00fc\u015fmeleri terk etti\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131 kapatt\u0131\u011f\u0131 y\u00f6n\u00fcndeki spek\u00fclasyonlar\u0131n ard\u0131ndan y\u00fckselen petrol fiyatlar\u0131, m\u00fczakerelerin devam edece\u011fine ili\u015fkin haberler ve ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance&#8217;in olumlu a\u00e7\u0131klamalar\u0131 sonras\u0131nda geriledi.<\/p>\n<p>Raporda, ABD Hazine Bakan\u0131 Scott Bessent&#8217;in \u0130ran petrol\u00fcn\u00fcn \u00fcretimi ve sat\u0131\u015f\u0131na izin veren 60 g\u00fcnl\u00fck ge\u00e7ici genel lisans duyurusunun da petrol fiyatlar\u0131nda geri \u00e7ekilmeyi destekledi\u011fi ifade edildi.<\/p>\n<p>\u00d6te yandan Fed&#8217;in gelecek d\u00f6nemde faiz art\u0131rabilece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7lenmesi ve baz\u0131 uluslararas\u0131 kurulu\u015flar\u0131n faiz art\u0131\u015f\u0131 \u00f6ng\u00f6r\u00fcleri, dolar endeksinin 100 seviyesinin \u00fczerine yerle\u015fmesine neden oldu.<\/p>\n<p>Alnus Yat\u0131r\u0131m, jeopolitik taraftaki olumlu geli\u015fmelere ra\u011fmen dolar\u0131n g\u00fc\u00e7lenmesinin k\u00fcresel risk i\u015ftah\u0131n\u0131 bask\u0131layan temel unsur olmaya devam etti\u011fini vurgulad\u0131.<\/p>\n<p>Yeni i\u015flem g\u00fcn\u00fcnde ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n \u0130ran&#8217;a y\u00f6nelik sert a\u00e7\u0131klamalar\u0131n\u0131n piyasalarda temkinli bir g\u00f6r\u00fcn\u00fcm olu\u015fturdu\u011funu belirten kurum, BIST 100 endeksinin g\u00fcne sat\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekledi\u011fini kaydetti.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 23 Haziran (Hibya)- Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde ABD ile \u0130ran aras\u0131nda devam eden m\u00fczakerelerden gelen olumlu haber ak\u0131\u015f\u0131na ra\u011fmen, ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) faiz politikas\u0131na ili\u015fkin beklentilerin k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011funu belirtti.<\/p>\n","protected":false},"author":1,"featured_media":103290,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-103289","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/103289","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=103289"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/103289\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/103290"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=103289"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=103289"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=103289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}