Trive Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck piyasa analizinde, ge\u00e7en hafta k\u00fcresel piyasalarda fiyatlamalar\u0131n ABD-\u0130ran aras\u0131ndaki uzla\u015f\u0131 s\u00fcreci, enerji fiyatlar\u0131 ve ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) para politikas\u0131na ili\u015fkin beklentiler do\u011frultusunda \u015fekillendi\u011fi belirtildi. May\u0131s ay\u0131 ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) enflasyon verisinin beklentilere paralel gelmesiyle Fed\u2019in ilk faiz art\u0131r\u0131m\u0131na ili\u015fkin beklentilerin ekim ay\u0131na kayd\u0131\u011f\u0131 ifade edilirken, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,37 seviyesine geriledi\u011fi ve dolar endeksinin 101,35\u2019e d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Analizde, yurt i\u00e7inde haftan\u0131n en \u00f6nemli g\u00fcndem maddesinin cuma g\u00fcn\u00fc a\u00e7\u0131klanacak haziran ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisi oldu\u011fu kaydedildi. BIST 100 endeksinin ge\u00e7en haftay\u0131 y\u00fczde 3,13 kay\u0131pla 14 bin 274 puanda tamamlad\u0131\u011f\u0131 hat\u0131rlat\u0131larak, piyasan\u0131n hem dezenflasyon s\u00fcrecinin seyri hem de TCMB\u2019nin 23 Temmuz\u2019daki Para Politikas\u0131 Kurulu toplant\u0131s\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan enflasyon verisini yak\u0131ndan izleyece\u011fi vurguland\u0131. Haziran ay\u0131nda ayl\u0131k enflasyonun y\u00fczde 0,97 ile y\u00fczde 1,04 aral\u0131\u011f\u0131nda ger\u00e7ekle\u015fmesinin beklendi\u011fi, y\u0131ll\u0131k enflasyonun ise y\u00fczde 32,10-32,18 band\u0131nda \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi.<\/p>\n
Raporda, TCMB Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n ge\u00e7en hafta Londra\u2019da yapt\u0131\u011f\u0131 sunumda 23 Temmuz \u00f6ncesinde repo fonlamas\u0131na d\u00f6n\u00fclmeyece\u011fini ifade etti\u011fi hat\u0131rlat\u0131larak, haziran enflasyonunun Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131ndaki hareket alan\u0131n\u0131 belirleyecek temel veri olaca\u011f\u0131 de\u011ferlendirildi. Beklentilere paralel ya da daha d\u00fc\u015f\u00fck gelecek bir enflasyon verisinin dezenflasyon s\u00fcrecini destekleyerek Borsa \u0130stanbul \u00fczerindeki bask\u0131y\u0131 hafifletebilece\u011fi, beklentilerin \u00fczerinde ger\u00e7ekle\u015fecek bir verinin ise piyasa g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc olumsuz etkileyebilece\u011fi ifade edildi.<\/p>\n
K\u00fcresel tarafta H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda yeniden artan gerilimin enerji piyasalar\u0131nda yak\u0131ndan izlendi\u011fi belirtilen analizde, Katar ba\u011flant\u0131l\u0131 bir petrol tankerine y\u00f6nelik sald\u0131r\u0131n\u0131n arz g\u00fcvenli\u011fine ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 kaydedildi. Buna kar\u015f\u0131n ABD ile \u0130ran\u2019\u0131n yeniden bar\u0131\u015f g\u00f6r\u00fc\u015fmelerine d\u00f6nme konusunda uzla\u015fmas\u0131n\u0131n piyasalardaki panik havas\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 belirtilirken, \u0130ran\u2019\u0131n teknik g\u00f6r\u00fc\u015fmelere kat\u0131lmayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n m\u00fczakere s\u00fcrecine ili\u015fkin belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, alt\u0131n fiyatlar\u0131n\u0131n g\u00fc\u00e7l\u00fc dolar ve y\u00fckselen faiz beklentilerinin etkisiyle ayl\u0131k bazda \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015famaya haz\u0131rland\u0131\u011f\u0131 belirtilirken, bu hafta a\u00e7\u0131klanacak ADP \u00f6zel sekt\u00f6r istihdam\u0131 ve tar\u0131m d\u0131\u015f\u0131 istihdam verilerinin Fed\u2019in politika patikas\u0131na ili\u015fkin beklentileri yeniden \u015fekillendirebilece\u011fi vurguland\u0131.<\/p>\n
Raporda ayr\u0131ca, Portekiz\u2019in Sintra kentinde ger\u00e7ekle\u015ftirilecek merkez bankas\u0131 ba\u015fkanlar\u0131 toplant\u0131s\u0131nda Fed yetkililerinden gelecek mesajlar\u0131n k\u00fcresel piyasalar a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi. 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, y\u0131l\u0131n ikinci yar\u0131s\u0131na ili\u015fkin b\u00fcy\u00fcme beklentisini ise y\u00fczde 2\u2019ye y\u00fckseltti\u011fi aktar\u0131ld\u0131.<\/p>\n
\u00d6te yandan Rusya\u2019da rafinerilere y\u00f6nelik sald\u0131r\u0131lar ve artan i\u00e7 talep nedeniyle akaryak\u0131t arz\u0131nda s\u0131k\u0131nt\u0131lar ya\u015fand\u0131\u011f\u0131, benzin ve u\u00e7ak yak\u0131t\u0131 ihracat\u0131na ge\u00e7ici yasak getirildi\u011fi belirtilirken, \u00c7in\u2019in Japonya\u2019daki savunma ve ara\u015ft\u0131rma kurulu\u015flar\u0131na y\u00f6nelik ihracat k\u0131s\u0131tlamalar\u0131n\u0131 geni\u015fletmesinin k\u00fcresel tedarik zincirlerine ili\u015fkin riskleri art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde k\u00fcresel piyasalarda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmeler, ABD istihdam verileri ve Sintra\u2019daki merkez bankac\u0131lar\u0131 toplant\u0131s\u0131n\u0131n yak\u0131ndan izlenece\u011fini, yurt i\u00e7inde ise haziran ay\u0131 enflasyon verisinin Borsa \u0130stanbul\u2019un k\u0131sa vadeli y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130stanbul, 29 Haziran (Hibya)- Trive Yat\u0131r\u0131m, yurt i\u00e7inde bu hafta a\u00e7\u0131klanacak haziran ay\u0131 enflasyon verisinin T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) temmuz ay\u0131 faiz karar\u0131 ve Borsa \u0130stanbul\u2019un seyri a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131, k\u00fcresel piyasalarda ise ABD-\u0130ran hatt\u0131ndaki geli\u015fmeler ile ABD istihdam verilerinin yak\u0131ndan takip edilece\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":106246,"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-106245","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\/106245","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=106245"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/106245\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/106246"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=106245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=106245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=106245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"