Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan Haftal\u0131k B\u00fclten\u2019de, ABD ve \u0130ran heyetlerinin Pazar g\u00fcn\u00fc \u0130svi\u00e7re\u2019de teknik g\u00f6r\u00fc\u015fmelere ba\u015flad\u0131\u011f\u0131, ancak Trump\u2019\u0131n tehditk\u00e2r s\u00f6ylemleri nedeniyle \u0130ran heyetinin toplant\u0131lar\u0131 terk etti\u011fi y\u00f6n\u00fcndeki haber ak\u0131\u015flar\u0131n\u0131n haftan\u0131n ba\u015f\u0131nda \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
B\u00fcltende, daha sonra g\u00f6r\u00fc\u015fmelerin devam edece\u011fine dair gelen haberler ve \u0130srail ile Hizbullah aras\u0131nda ate\u015fkes ilan edildi\u011fi y\u00f6n\u00fcndeki geli\u015fmelerle jeopolitik risklerin belirgin \u015fekilde azald\u0131\u011f\u0131, bu geli\u015fmelerin Brent petrol\u00fc hafta i\u00e7inde 72,50 seviyesine kadar geri \u00e7ekti\u011fi ifade edildi.<\/p>\n
Buna kar\u015f\u0131n Fed ve Japonya Merkez Bankas\u0131\u2019na (BoJ) ili\u015fkin faiz art\u0131r\u0131m\u0131 beklentilerinin Asya piyasalar\u0131nda, \u00f6zellikle KOSPI \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sert sat\u0131\u015flara yol a\u00e7t\u0131\u011f\u0131 ve k\u00fcresel \u00f6l\u00e7ekte risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131 aktar\u0131ld\u0131. Sal\u0131 g\u00fcn\u00fc bu sat\u0131\u015flar\u0131n yaln\u0131zca endekslerle s\u0131n\u0131rl\u0131 kalmad\u0131\u011f\u0131, emtia ve dolar d\u0131\u015f\u0131ndaki bir\u00e7ok para biriminde de bask\u0131 yaratt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanan ABD verilerinde birinci \u00e7eyrek nihai b\u00fcy\u00fcme rakam\u0131n\u0131n y\u00fczde 1,6\u2019dan y\u00fczde 2,1\u2019e yukar\u0131 revize edildi\u011fi belirtilirken, Fed\u2019in yak\u0131ndan izledi\u011fi PCE enflasyon g\u00f6stergelerinin beklentilere paralel \u015fekilde son y\u0131llar\u0131n en y\u00fcksek seviyelerine yak\u0131n seyretmesinin faiz art\u0131r\u0131m\u0131 beklentilerini g\u00fc\u00e7lendirdi\u011fi ifade edildi. Yurt i\u00e7i tarafta ise hafta boyunca fiyatlamalar\u0131n k\u00fcresel geli\u015fmeler ve TCMB\u2019ye ili\u015fkin beklentilerle \u015fekillendi\u011fi belirtildi. TCMB Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n Londra\u2019da yapt\u0131\u011f\u0131 sunumda iktisadi faaliyetteki yava\u015flama ve jeopolitik risklerin azalmas\u0131n\u0131n dezenflasyon s\u00fcrecini destekleyebilece\u011fine y\u00f6nelik mesajlar\u0131n\u0131n faiz indirim beklentilerini art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Ayr\u0131ca NATO Zirvesi kapsam\u0131nda ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n T\u00fcrkiye\u2019nin F-35 program\u0131na yeniden dahil edilmesi ve jet motoru sat\u0131\u015f\u0131 konusunda olumlu ad\u0131mlar atabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n piyasalara destek verdi\u011fi ifade edildi. Buna kar\u015f\u0131n uluslararas\u0131 bir haber ajans\u0131nda yer alan, TCMB\u2019nin 23 Temmuz\u2019daki Para Politikas\u0131 Kurulu toplant\u0131s\u0131 \u00f6ncesinde haftal\u0131k repo ihalelerini yeniden ba\u015flatma konusunda aceleci davranmayaca\u011f\u0131 y\u00f6n\u00fcndeki iddian\u0131n piyasada sat\u0131\u015f bask\u0131s\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Raporda ayr\u0131ca TCMB\u2019nin br\u00fct ve net rezervlerinde haftal\u0131k bazda art\u0131\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ise hem hisse senedi hem de D\u0130BS taraf\u0131nda yeniden al\u0131c\u0131 konumuna ge\u00e7ti\u011fi belirtildi.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta i\u00e7in de\u011ferlendirmede, k\u00fcresel tarafta ABD-\u0130ran mutabakat s\u00fcreci ve maj\u00f6r merkez bankalar\u0131n\u0131n faiz beklentilerinin takip edilece\u011fi, \u00f6zellikle ABD\u2019de a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam, ortalama saatlik kazan\u00e7lar, i\u015fsizlik oran\u0131 ve i\u015f g\u00fcc\u00fcne kat\u0131l\u0131m verilerinin piyasalarda y\u00fcksek oynakl\u0131k yaratabilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 26 Haziran (Hibya) \u2013 Alnus Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftaya ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri ve Orta Do\u011fu\u2019daki ate\u015fkes haberleriyle olumlu bir ba\u015flang\u0131\u00e7 yap\u0131ld\u0131\u011f\u0131n\u0131, ancak hafta i\u00e7inde artan faiz beklentileri ve makro veri etkisiyle sat\u0131\u015f bask\u0131s\u0131n\u0131n yeniden g\u00fc\u00e7lendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":105064,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-105063","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/105063","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=105063"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/105063\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/105064"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=105063"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=105063"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=105063"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"