{"id":108334,"date":"2026-07-02T09:15:15","date_gmt":"2026-07-02T06:15:15","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/02\/haziran-ayi-enflasyon-verisi-ve-nato-zirvesi-beklentileri-endeksin-yonunu-sekillendirecek"},"modified":"2026-07-02T09:15:15","modified_gmt":"2026-07-02T06:15:15","slug":"haziran-ayi-enflasyon-verisi-ve-nato-zirvesi-beklentileri-endeksin-yonunu-sekillendirecek","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/02\/haziran-ayi-enflasyon-verisi-ve-nato-zirvesi-beklentileri-endeksin-yonunu-sekillendirecek\/","title":{"rendered":"Haziran ay\u0131 enflasyon verisi ve NATO zirvesi beklentileri endeksin y\u00f6n\u00fcn\u00fc \u015fekillendirecek"},"content":{"rendered":"<p>Marba\u015f Menkul De\u011ferler A.\u015e taraf\u0131ndan yay\u0131mlanan G\u00fcnl\u00fck B\u00fclten&#8217;de; yar\u0131n a\u00e7\u0131klanacak Haziran ay\u0131 T\u00dcFE verisinin endeksin k\u0131sa vadeli y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan haftan\u0131n en belirleyici verisi olaca\u011f\u0131 belirtildi. Beklentilere paralel veya alt\u0131nda bir ger\u00e7ekle\u015fmenin, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) faiz indirim patikas\u0131na y\u00f6nelik beklentileri g\u00fc\u00e7lendirerek piyasaya destek sa\u011flayabilece\u011finin d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.\u00a0<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki hafta T\u00fcrkiye\u2019de d\u00fczenlenecek NATO zirvesinden gelecek olumlu sinyallerin ek bir kataliz\u00f6r olu\u015fturabilece\u011finin takip edilece\u011fi; \u00f6zetle yar\u0131nki enflasyon verisi ve NATO zirvesi beklentilerinin endeksin y\u00f6n\u00fcn\u00fc \u015fekillendirece\u011finin d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc ifade edildi.<\/p>\n<p>ABD piyasalar\u0131nda d\u00fcn yar\u0131 iletken hisselerindeki sat\u0131\u015f\u0131n s\u00fcrmesi ve Fed Ba\u015fkan\u0131 Warsh\u2019\u0131n yapay zekan\u0131n daha fazla istihdam yarataca\u011f\u0131n\u0131 belirtmesine ra\u011fmen enflasyon konusundaki temkinli duru\u015funu korumas\u0131yla endekslerin negatif kapand\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi.\u00a0<\/p>\n<p>H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan g\u00fcnl\u00fck ge\u00e7i\u015flerin 10 milyon varili a\u015farak \u0130ran\u2019\u0131n Bo\u011faz\u2019\u0131 kapatma kapasitesinin s\u0131n\u0131rland\u0131\u011f\u0131n\u0131 ortaya koymas\u0131yla Brent petrol\u00fcn 72 dolar\u0131n alt\u0131na gerilemesinin takip edildi\u011fi bildirildi. Katar\u2019\u0131n bir sonraki m\u00fczakere turunun \u0130ran\u2019\u0131n eski Dini Lideri Hamaney\u2019in cenaze t\u00f6renleri sonras\u0131nda en k\u0131sa s\u00fcrede planlanaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131 diplomatik s\u00fcrecin canl\u0131 kald\u0131\u011f\u0131n\u0131n g\u00f6stergesi olarak de\u011ferlendiren kurum, bug\u00fcn a\u00e7\u0131klanacak Haziran ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam verisinin haftan\u0131n en kritik makro g\u00fcndemi olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve Fed\u2019in faiz patikas\u0131 ile piyasalar\u0131n k\u0131sa vadeli y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n<p>B\u00fcltende, Asya-Pasifik piyasalar\u0131n\u0131n k\u00fcresel ekonomik belirsizliklerin etkisiyle temkinli bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi dile getirildi. Yat\u0131r\u0131mc\u0131lar\u0131n ABD&#8217;de a\u00e7\u0131klanacak istihdam verisi \u00f6ncesinde risk i\u015ftah\u0131n\u0131 azaltmas\u0131 ve \u00f6zellikle yar\u0131 iletken sekt\u00f6r\u00fcnde g\u00f6r\u00fclen k\u00e2r sat\u0131\u015flar\u0131n\u0131n b\u00f6lge borsalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131; G\u00fcney Kore ve Japonya endeksleri gerilerken, Hong Kong piyasas\u0131n\u0131n ise pozitif ayr\u0131\u015ft\u0131\u011f\u0131 ifade edildi.\u00a0<\/p>\n<p>G\u00fc\u00e7l\u00fc dolar ve y\u00fcksek ABD tahvil faizlerinin finansal piyasalarda temkinli havay\u0131 destekledi\u011fi, petrol fiyatlar\u0131n\u0131n ABD-\u0130ran ili\u015fkilerine y\u00f6nelik iyimser beklentiler ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndan sevkiyatlar\u0131n normalle\u015fmesiyle gerilemesinin ise enerji ithalat\u00e7\u0131s\u0131 Asya ekonomileri a\u00e7\u0131s\u0131ndan enflasyon bask\u0131s\u0131n\u0131 hafifletebilecek bir geli\u015fme olarak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131. Genel g\u00f6r\u00fcn\u00fcm\u00fcn, Asya-Pasifik ekonomilerinde k\u00fcresel risklerin yak\u0131ndan izlendi\u011fine ve yat\u0131r\u0131mc\u0131lar\u0131n ABD kaynakl\u0131 makroekonomik veriler do\u011frultusunda yeni pozisyonlar almaya haz\u0131rland\u0131\u011f\u0131na i\u015faret etti\u011fi belirtildi.<\/p>\n<p>Son olarak Avrupa piyasalar\u0131nda a\u00e7\u0131klanan ekonomik verilerin; enflasyondaki yava\u015flama ve \u00fcretim faaliyetlerindeki toparlanman\u0131n b\u00f6lge ekonomisinin g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc \u015fekillendirdi\u011fini ortaya koydu\u011fu payla\u015f\u0131ld\u0131. Euro B\u00f6lgesi&#8217;nde enerji fiyatlar\u0131ndaki gerilemenin etkisiyle Haziran ay\u0131 enflasyonunun beklentilerin \u00fczerinde d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fi, bu durumun Avrupa Merkez Bankas\u0131&#8217;n\u0131n (ECB) para politikas\u0131nda daha temkinli hareket edebilece\u011fine y\u00f6nelik beklentileri g\u00fc\u00e7lendirdi\u011fi aktar\u0131ld\u0131. Ayn\u0131 d\u00f6nemde imalat sanayi PMI verilerinin \u00fcretim faaliyetlerinin son y\u0131llar\u0131n en g\u00fc\u00e7l\u00fc \u00e7eyrek performanslar\u0131ndan birini sergiledi\u011fine i\u015faret etti\u011fi; girdi maliyetleri ve fiyat bask\u0131lar\u0131ndaki azalman\u0131n sanayi sekt\u00f6r\u00fc a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendirildi\u011fi bildirildi.\u00a0<\/p>\n<p>Bununla birlikte Avrupa Birli\u011fi\u2019nin, \u00c7in kaynakl\u0131 d\u00fc\u015f\u00fck fiyatl\u0131 e-ticaret \u00fcr\u00fcnleri ile \u00e7elik ithalat\u0131na y\u00f6nelik yeni ticaret tedbirlerini devreye alarak yerli \u00fcreticileri korumay\u0131 ve ticaret dengesini iyile\u015ftirmeyi hedefledi\u011fi, enflasyon bask\u0131s\u0131n\u0131n hafiflemesi ve enerji maliyetlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn de Avrupa hisse senedi piyasalar\u0131n\u0131 destekledi\u011fi ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 2 Temmuz (Hibya) \u2013 Marba\u015f Menkul De\u011ferler A.\u015e, yurt i\u00e7i tarafta d\u00fcn y\u00fczde 1,62 y\u00fckseli\u015fle 14.350 seviyesinden kapanan endekste 14.200 puan seviyesinin \u00fczerine yeniden yerle\u015filmesini teknik a\u00e7\u0131dan olumlu bir geli\u015fme olarak de\u011ferlendirdi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":108335,"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-108334","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\/108334","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=108334"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/108334\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/108335"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=108334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=108334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=108334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}