Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcn\u00fcn Pusulas\u0131 b\u00fclteninde, San Francisco Fed Ba\u015fkan\u0131’n\u0131n enflasyonda d\u00fc\u015f\u00fc\u015f beklendi\u011fini ancak ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin belirsizliklerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti\u011fi, kal\u0131c\u0131 enflasyon riskinin devam etmesi halinde Fed’in daha agresif ad\u0131mlar atmak zorunda kalabilece\u011fini ifade etti\u011fi aktar\u0131ld\u0131. Yeni g\u00fcnde k\u00fcresel piyasalarda genele yay\u0131lan al\u0131c\u0131l\u0131 bir seyrin izlendi\u011fi kaydedildi.<\/p>\n
Yurt i\u00e7inde ise enflasyona y\u00f6nelik iyimser beklentiler ve NATO zirvesine ili\u015fkin haz\u0131rl\u0131klar\u0131n, hem siyasi geli\u015fmeleri hem de 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011fine ili\u015fkin karamsar g\u00f6r\u00fcn\u00fcm\u00fc ge\u00e7ici olarak ikinci plana itti\u011fi bilgisi verildi.<\/p>\n
B\u00fcltende, enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmede bulunularak, enflasyonun y\u00fczde 0,9-1,15 aral\u0131\u011f\u0131nda ger\u00e7ekle\u015fmesinin n\u00f6tr, y\u00fczde 0,9’un alt\u0131nda ger\u00e7ekle\u015fmesinin olumlu, y\u00fczde 1,15 ve \u00fczerinde ger\u00e7ekle\u015fmesinin ise olumsuz olarak de\u011ferlendirilece\u011fi ifade edildi. Verinin detaylar\u0131n\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan ayr\u0131ca payla\u015f\u0131laca\u011f\u0131 kaydedildi.<\/p>\n
Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch’in, ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131 ve y\u00fcksek seyretmeye devam eden enflasyon nedeniyle T\u00fcrkiye’de bankalar\u0131n, banka d\u0131\u015f\u0131 finansal kurulu\u015flar\u0131n ve sigorta \u015firketlerinin faaliyet ko\u015fullar\u0131n\u0131n k\u00f6t\u00fcle\u015fti\u011fini belirtti\u011fi aktar\u0131ld\u0131. Kurulu\u015fun, \u00fc\u00e7 sekt\u00f6r\u00fcn tamam\u0131na ili\u015fkin 2026 y\u0131l\u0131 orta d\u00f6nem sekt\u00f6r g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc, zay\u0131flayan makroekonomik beklentiler, faiz oranlar\u0131n\u0131n beklenenden daha uzun s\u00fcre y\u00fcksek kalaca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fc ve yurt i\u00e7indeki siyasi bask\u0131lar nedeniyle “N\u00f6tr”den “K\u00f6t\u00fcle\u015fiyor”a revize etti\u011fi, s\u00f6z konusu olumsuz g\u00f6r\u00fcn\u00fcm\u00fcn nisan ay\u0131ndan bu yana vurguland\u0131\u011f\u0131 ifade edildi.<\/p>\n
B\u00fcltende, Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek’in T\u00fcrkiye-AB Y\u00fcksek D\u00fczeyli Ekonomik Diyalog Toplant\u0131s\u0131 kapsam\u0131nda Avrupa Komisyonu’nun Ekonomi ve Verimlilikten Sorumlu \u00dcyesi Valdis Dombrovskis ile bir araya geldi\u011fi belirtilirken, \u015eim\u015fek’in “G\u00fcmr\u00fck Birli\u011fi’nin modernizasyonunu teknik bir g\u00fcncelleme de\u011fil, stratejik bir gereklilik olarak g\u00f6r\u00fcyoruz” a\u00e7\u0131klamas\u0131na yer verildi.<\/p>\n
Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz’\u0131n, T\u00fcrk sahipli denizcilik filosunun 2026 itibar\u0131yla d\u00fcnya s\u0131ralamas\u0131nda 11’incili\u011fe y\u00fckseldi\u011fini belirtti\u011fi aktar\u0131lan b\u00fcltende, Ambarl\u0131, Kocaeli, Tekirda\u011f, Mersin ve Alia\u011fa limanlar\u0131n\u0131n d\u00fcnyan\u0131n en yo\u011fun 100 liman\u0131 aras\u0131nda yer ald\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi ifade edildi. Y\u0131lmaz’\u0131n ayr\u0131ca gemi in\u015fa sanayisinin k\u00fcresel \u00f6l\u00e7ekte g\u00fc\u00e7l\u00fc konumunu korudu\u011funu, T\u00fcrkiye’nin mega yat \u00fcretiminde d\u00fcnya ikincisi, gemi geri d\u00f6n\u00fc\u015f\u00fcm\u00fcnde ise Avrupa lideri oldu\u011funu belirtti\u011fi kaydedildi.<\/p>\n
B\u00fcltende, yeni g\u00fcnde BIST 100 endeksi i\u00e7in 14.252 seviyesinin destek, 14.600 seviyesinin ise diren\u00e7 olarak takip edilece\u011fi, k\u0131sa vadede 13.800-14.700 puan aral\u0131\u011f\u0131nda dar bir bant olu\u015ftu\u011fu de\u011ferlendirmesine yer verildi. Siyasi takvimin yak\u0131ndan takip edilmesi gerekti\u011fi belirtilirken, g\u00fcn i\u00e7i y\u00f6n\u00fcn enflasyon verisinin ger\u00e7ekle\u015fmesine ba\u011fl\u0131 olarak \u015fekillenece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 3 Temmuz (Hibya) \u2013 Pusula Yat\u0131r\u0131m, k\u00fcresel piyasalarda makroekonomik verilere y\u00f6nelik duyarl\u0131l\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc, ABD Merkez Bankas\u0131’n\u0131n (Fed) para politikas\u0131na ili\u015fkin beklentilerin piyasalar\u0131n oda\u011f\u0131nda yer almaya devam etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":108913,"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-108912","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\/108912","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=108912"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/108912\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/108913"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=108912"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=108912"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=108912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"