Trive Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck forex analizinde, Fed\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 ne kadar s\u00fcre s\u00fcrd\u00fcrece\u011fine ili\u015fkin belirsizli\u011fin devam etti\u011fi belirtilirken, may\u0131s ay\u0131 ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) enflasyon verisinin beklentilere paralel gelmesinin ilk faiz art\u0131r\u0131m\u0131na y\u00f6nelik beklentilerin eyl\u00fclden ekim ay\u0131na \u00f6telenmesine neden oldu\u011fu ifade edildi. Analizde, Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari\u2019nin mart ay\u0131nda \u00f6ng\u00f6rd\u00fc\u011f\u00fc faiz indirimi beklentisini haziran itibar\u0131yla faiz art\u0131\u015f\u0131 y\u00f6n\u00fcnde revize etti\u011fi hat\u0131rlat\u0131ld\u0131. ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,37 seviyesine gerilerken dolar endeksinin 101,35 seviyesine \u00e7ekildi\u011fi kaydedildi.<\/p>\n
Analizde, yurt i\u00e7inde BIST 100 endeksinin ge\u00e7en haftay\u0131 y\u00fczde 3,13 kay\u0131pla 14 bin 274 puandan tamamlad\u0131\u011f\u0131 belirtilirken, piyasalar\u0131n oda\u011f\u0131nda cuma g\u00fcn\u00fc a\u00e7\u0131klanacak haziran ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisinin bulundu\u011fu aktar\u0131ld\u0131. Haziran ay\u0131nda ayl\u0131k enflasyonun y\u00fczde 0,97-1,04, y\u0131ll\u0131k enflasyonun ise y\u00fczde 32,10-32,18 aral\u0131\u011f\u0131nda ger\u00e7ekle\u015fmesinin beklendi\u011fi ifade edilirken, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n 23 Temmuz\u2019daki Para Politikas\u0131 Kurulu toplant\u0131s\u0131 \u00f6ncesinde repo fonlamas\u0131na d\u00f6n\u00fclmeyece\u011fine y\u00f6nelik a\u00e7\u0131klamas\u0131n\u0131n enflasyon verisini faiz karar\u0131 a\u00e7\u0131s\u0131ndan kritik hale getirdi\u011fi vurguland\u0131.<\/p>\n
Raporda, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ate\u015fkese ra\u011fmen yeniden ba\u015flayan sald\u0131r\u0131lar ve Katar ba\u011flant\u0131l\u0131 bir petrol tankerinin hedef al\u0131nmas\u0131n\u0131n jeopolitik riskleri art\u0131rd\u0131\u011f\u0131 belirtilirken, \u0130ran\u2019\u0131n 30 Haziran\u2019da yap\u0131lmas\u0131 planlanan teknik g\u00f6r\u00fc\u015fmelere kat\u0131lmayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n m\u00fczakere s\u00fcrecine ili\u015fkin belirsizlik olu\u015fturdu\u011fu ifade edildi.<\/p>\n
Analizde, alt\u0131n fiyatlar\u0131n\u0131n d\u00f6rt ayl\u0131k d\u00f6nemde y\u00fczde 10,4 de\u011fer kaybederek 4.045 dolar seviyesine geriledi\u011fi, y\u00fckselen faiz beklentileri ve g\u00fc\u00e7l\u00fc dolar\u0131n de\u011ferli metal \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi. G\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n da y\u00fczde 1,4 d\u00fc\u015f\u00fc\u015fle 58 dolar seviyesine geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u00d6te yandan Goldman Sachs\u2019\u0131n ABD ekonomisine ili\u015fkin 12 ayl\u0131k resesyon olas\u0131l\u0131\u011f\u0131 tahminini y\u00fczde 25\u2019ten y\u00fczde 15\u2019e d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fc, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 ve enerji maliyetlerindeki gerilemeyi gerek\u00e7e g\u00f6stererek y\u0131l\u0131n ikinci yar\u0131s\u0131na ili\u015fkin b\u00fcy\u00fcme beklentisini y\u00fczde 2\u2019ye y\u00fckseltti\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, bu hafta Portekiz\u2019in Sintra kentinde d\u00fczenlenecek merkez bankac\u0131lar\u0131 toplant\u0131s\u0131 ile ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisinin Fed\u2019in para politikas\u0131 beklentilerinin yeniden fiyatlanmas\u0131na neden olabilece\u011fini de\u011ferlendirdi.<\/p>\n
Teknik de\u011ferlendirmelerde ise EUR\/USD paritesinde 1,1412 seviyesinin alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece negatif g\u00f6r\u00fcn\u00fcm\u00fcn korunaca\u011f\u0131, ons alt\u0131nda 4.103 dolar seviyesinin, Brent petrolde 76,10 dolar\u0131n ve Nasdaq 100 vadeli endeksinde ise 29.740 puan\u0131n alt\u0131nda kal\u0131nd\u0131k\u00e7a k\u0131sa vadeli a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyrin devam edebilece\u011fi \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
<\/strong> \u0130stanbul, 29 Haziran (Hibya)- Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda yeniden y\u00fckselen jeopolitik gerilim, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz politikas\u0131na ili\u015fkin beklentiler ve bu hafta a\u00e7\u0131klanacak ABD istihdam verilerinin piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":106234,"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-106233","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\/106233","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=106233"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/106233\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/106234"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=106233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=106233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=106233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"