Trive Yat\u0131r\u0131m\u2019\u0131n \u201cG\u00fcn\u00fcn Piyasa Haritas\u0131\u201d analizinde, \u0130ran\u2019\u0131n ate\u015fkes sonras\u0131nda ABD ile do\u011frudan g\u00f6r\u00fc\u015fme yapmayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n kal\u0131c\u0131 bar\u0131\u015f beklentilerini zay\u0131flatt\u0131\u011f\u0131 belirtildi. Analizde, \u0130ran y\u00f6netiminin n\u00fckleer programa ili\u015fkin m\u00fczakerelere ge\u00e7meden \u00f6nce mevcut ate\u015fkes \u015fartlar\u0131nda uzla\u015f\u0131 sa\u011flanmas\u0131n\u0131 istedi\u011fi, taraflar aras\u0131ndaki temaslar\u0131n ise arabulucular \u00fczerinden y\u00fcr\u00fct\u00fclmesinin beklendi\u011fi ifade edildi.<\/p>\n
Analizde, \u0130ran\u2019\u0131n petrol ihracat\u0131nda toparlanmaya y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n da enerji piyasalar\u0131n\u0131n g\u00fcndeminde oldu\u011fu kaydedildi. \u0130ranl\u0131 yetkililerin yapt\u0131r\u0131mlar\u0131n fiilen etkisini yitirdi\u011fini ve petrol ihracat\u0131n\u0131n h\u0131zland\u0131\u011f\u0131n\u0131 dile getirdi\u011fi belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin a\u00e7\u0131klamalar\u0131n jeopolitik riskleri canl\u0131 tuttu\u011fu vurguland\u0131.<\/p>\n
Petrol piyasas\u0131na ili\u015fkin de\u011ferlendirmede, ABD ham petrol stoklar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn fiyatlar\u0131 destekledi\u011fi ancak H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda tanker trafi\u011finin normale d\u00f6nmeye ba\u015flamas\u0131n\u0131n arz endi\u015felerini azaltt\u0131\u011f\u0131 ifade edildi. Analizde, yat\u0131r\u0131mc\u0131lar\u0131n ABD Enerji Enformasyon \u0130daresi\u2019nin a\u00e7\u0131klayaca\u011f\u0131 resmi stok verilerini takip etti\u011fi belirtildi.<\/p>\n
D\u00f6viz piyasalar\u0131na ili\u015fkin b\u00f6l\u00fcmde ise dolar\u0131n, merkez bankas\u0131 yetkililerinin a\u00e7\u0131klamalar\u0131 \u00f6ncesinde G10 para birimlerinin tamam\u0131na kar\u015f\u0131 de\u011fer kazand\u0131\u011f\u0131 aktar\u0131ld\u0131. Analizde, yat\u0131r\u0131mc\u0131lar\u0131n Fed Ba\u015fkan\u0131 Kevin Warsh ile Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n konu\u015fmalar\u0131 ve ABD\u2019de a\u00e7\u0131klanacak haziran ay\u0131 istihdam verilerine odakland\u0131\u011f\u0131 ifade edildi.<\/p>\n
Fed\u2019e ili\u015fkin beklentileri de\u011ferlendiren Trive Yat\u0131r\u0131m, vadeli i\u015flem piyasalar\u0131nda temmuz ay\u0131nda faiz art\u0131\u015f\u0131 ihtimalinin y\u00fckseldi\u011fini belirtti. Analizde, faiz oran\u0131 swaplar\u0131n\u0131n \u00e7eyrek puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 36 olas\u0131l\u0131kla fiyatlad\u0131\u011f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n istihdam verilerinin para politikas\u0131na ili\u015fkin beklentiler \u00fczerinde belirleyici olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Analizde ayr\u0131ca, Cleveland Fed Ba\u015fkan\u0131 Beth Hammack\u2019\u0131n enflasyonun hedefin \u00fczerinde kalmaya devam etti\u011fini belirterek gerekti\u011finde yeniden faiz art\u0131r\u0131m\u0131 yap\u0131labilece\u011fi y\u00f6n\u00fcndeki de\u011ferlendirmelerine yer verildi. Hammack\u2019\u0131n, temmuz toplant\u0131s\u0131na ili\u015fkin \u00f6nceden karar vermeyece\u011fini ancak enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn yak\u0131ndan izlenece\u011fini ifade etti\u011fi aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede ise TCMB\u2019nin zorunlu kar\u015f\u0131l\u0131k d\u00fczenlemesinde de\u011fi\u015fikli\u011fe gitti\u011fi hat\u0131rlat\u0131ld\u0131. Analizde, yabanc\u0131 para mevduatlara uygulanan zorunlu kar\u015f\u0131l\u0131k oranlar\u0131n\u0131n art\u0131r\u0131ld\u0131\u011f\u0131, d\u00f6viz cinsinden mevduatlara y\u00f6nelik T\u00fcrk liras\u0131 ilave zorunlu kar\u015f\u0131l\u0131k uygulamas\u0131n\u0131n ise kald\u0131r\u0131ld\u0131\u011f\u0131 belirtilirken, yeni oranlar\u0131n 17 Temmuz 2026 tarihinden itibaren tesis edilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 1 Temmuz (Hibya)- Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda \u0130ran-ABD hatt\u0131ndaki diplomatik geli\u015fmeler, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz beklentileri ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) zorunlu kar\u015f\u0131l\u0131k d\u00fczenlemesinin yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":107585,"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-107584","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\/107584","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=107584"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/107584\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/107585"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=107584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=107584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=107584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"