{"id":104511,"date":"2026-06-25T09:00:14","date_gmt":"2026-06-25T06:00:14","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/25\/bistte-negatif-ayrisma-yuksek-faiz-siyasi-risk-ve-guclu-dolar-baskisi-one-cikiyor"},"modified":"2026-06-25T09:00:14","modified_gmt":"2026-06-25T06:00:14","slug":"bistte-negatif-ayrisma-yuksek-faiz-siyasi-risk-ve-guclu-dolar-baskisi-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/25\/bistte-negatif-ayrisma-yuksek-faiz-siyasi-risk-ve-guclu-dolar-baskisi-one-cikiyor\/","title":{"rendered":"BIST\u2019te negatif ayr\u0131\u015fma: y\u00fcksek faiz, siyasi risk ve g\u00fc\u00e7l\u00fc dolar bask\u0131s\u0131 \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>A1 Capital G\u00fcnl\u00fck B\u00fclten\u2019e g\u00f6re, Borsa \u0130stanbul\u2019da son d\u00f6nemde g\u00f6r\u00fclen k\u0131rm\u0131z\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn yaln\u0131zca k\u00fcresel risk i\u015ftah\u0131yla a\u00e7\u0131klanamayaca\u011f\u0131, i\u00e7erideki makro ve finansal dinamiklerin de belirleyici oldu\u011fu ifade edildi. B\u00fcltende, T\u00fcrkiye 10 y\u0131ll\u0131k tahvil faizinin yakla\u015f\u0131k y\u00fczde 33 seviyesinde kalmas\u0131n\u0131n hisse senetleri i\u00e7in g\u00fc\u00e7l\u00fc bir alternatif getiri olu\u015fturdu\u011fu belirtilerek, bu durumun yat\u0131r\u0131mc\u0131lar\u0131 hisse senedi piyasas\u0131ndan uzakla\u015ft\u0131rd\u0131\u011f\u0131 vurguland\u0131. K\u0131sa vadeli tahvil ve bono getirilerinin ise y\u00fczde 40\u2019\u0131n \u00fczerinde seyretmesinin, yerli yat\u0131r\u0131mc\u0131y\u0131 mevduat ve para piyasas\u0131 fonlar\u0131na y\u00f6nlendirdi\u011fi kaydedildi.<\/p>\n<p>Siyasi risk alg\u0131s\u0131n\u0131n da tam anlam\u0131yla ortadan kalkmad\u0131\u011f\u0131 belirtilen analizde, ge\u00e7mi\u015f d\u00f6nemlerde ya\u015fanan geli\u015fmelerin piyasa \u00fczerinde \u201cT\u00fcrkiye iskontosu\u201d yaratt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>K\u00fcresel cephede ise g\u00fc\u00e7l\u00fc dolar ve y\u00fcksek ABD tahvil faizlerinin geli\u015fen \u00fclke varl\u0131klar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu, dolar endeksinin g\u00fc\u00e7l\u00fc seyrinin riskli varl\u0131klardan \u00e7\u0131k\u0131\u015f\u0131 destekledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>MSCI taraf\u0131nda yap\u0131lan de\u011ferlendirmelere de yer verilen b\u00fcltende, T\u00fcrkiye\u2019nin eri\u015filebilirlik ve piyasa i\u015fleyi\u015fi a\u00e7\u0131s\u0131ndan yak\u0131n izlenmeye devam edildi\u011fi, \u00f6zellikle bilgi ak\u0131\u015f\u0131 ve \u015feffafl\u0131k konular\u0131nda ilerleme beklendi\u011fi ifade edildi. MSCI\u2019\u0131n olas\u0131 yeni de\u011ferlendirmelerinin yabanc\u0131 fonlar\u0131n T\u00fcrkiye a\u011f\u0131rl\u0131\u011f\u0131n\u0131 azaltmas\u0131na yol a\u00e7abilece\u011fi uyar\u0131s\u0131nda bulunuldu.<\/p>\n<p>Sonu\u00e7 olarak b\u00fcltende, Borsa \u0130stanbul\u2019da kal\u0131c\u0131 bir y\u00fckseli\u015f i\u00e7in yaln\u0131zca d\u00fc\u015f\u00fck de\u011ferlemelerin yeterli olmad\u0131\u011f\u0131; faiz indirim beklentisinin netle\u015fmesi, yabanc\u0131 giri\u015finin artmas\u0131 ve risk priminin gerilemesinin gerekli oldu\u011fu vurguland\u0131. A1 Capital ayr\u0131ca alt\u0131n piyasalar\u0131na ili\u015fkin de\u011ferlendirmede, g\u00fc\u00e7l\u00fc dolar, y\u00fckselen ABD tahvil faizleri ve Fed\u2019in \u015fahin beklentilerinin ons alt\u0131n \u00fczerinde bask\u0131y\u0131 s\u00fcrd\u00fcrebilece\u011fine dikkat \u00e7ekti.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 25 Haziran (Hibya) \u2013 A1 Capital, Borsa \u0130stanbul\u2019un k\u00fcresel piyasalardan negatif ayr\u0131\u015fmas\u0131nda y\u00fcksek tahvil faizleri, siyasi risk alg\u0131s\u0131, g\u00fc\u00e7l\u00fc dolar ve yabanc\u0131 yat\u0131r\u0131mc\u0131 temkininin etkili oldu\u011funu duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":104512,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-104511","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/104511","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=104511"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/104511\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/104512"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=104511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=104511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=104511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}