{"id":108930,"date":"2026-07-03T09:00:11","date_gmt":"2026-07-03T06:00:11","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/03\/kuresel-piyasalarda-veri-akisi-ve-jeopolitik-gelismeler-one-cikiyor"},"modified":"2026-07-03T09:00:11","modified_gmt":"2026-07-03T06:00:11","slug":"kuresel-piyasalarda-veri-akisi-ve-jeopolitik-gelismeler-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/03\/kuresel-piyasalarda-veri-akisi-ve-jeopolitik-gelismeler-one-cikiyor\/","title":{"rendered":"K\u00fcresel piyasalarda veri ak\u0131\u015f\u0131 ve jeopolitik geli\u015fmeler \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m&#8217;\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda ABD&#8217;den gelen zay\u0131f istihdam verilerinin etkileri ile T\u00fcrkiye&#8217;de a\u00e7\u0131klanacak haziran ay\u0131 enflasyon verisinin olas\u0131 sonu\u00e7lar\u0131 de\u011ferlendirildi.<\/p>\n<p>Rapora g\u00f6re, ABD&#8217;de haziran ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam yaln\u0131zca 57 bin ki\u015fi artarak piyasa beklentilerinin olduk\u00e7a alt\u0131nda kald\u0131. May\u0131s ay\u0131 verisinin de a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilmesi, i\u015f g\u00fcc\u00fc piyasas\u0131nda yava\u015flaman\u0131n h\u0131z kazand\u0131\u011f\u0131na i\u015faret etti. \u0130stihdam verilerinin ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) faiz art\u0131r\u0131mlar\u0131na ili\u015fkin beklentileri gerilerken, dolar endeksi ve tahvil faizlerinde d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131.<\/p>\n<p>Zay\u0131f istihdam verilerinin etkisiyle de\u011ferli metallerde y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Ons alt\u0131n 4.179 dolar seviyesine \u00e7\u0131karak son haftalar\u0131n en y\u00fcksek seviyelerini test ederken, g\u00fcm\u00fc\u015f fiyatlar\u0131nda da g\u00fc\u00e7l\u00fc art\u0131\u015flar kaydedildi. D\u00fcnya Alt\u0131n Konseyi verilerine g\u00f6re merkez bankalar\u0131n\u0131n may\u0131s ay\u0131nda net 41 ton alt\u0131n al\u0131m\u0131 ger\u00e7ekle\u015ftirmesi de alt\u0131na y\u00f6nelik talebin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi.<\/p>\n<p>Raporda, San Francisco Fed Ba\u015fkan\u0131 Mary Daly&#8217;nin enflasyon risklerinin devam etmesi halinde daha s\u0131k\u0131 para politikalar\u0131n\u0131n g\u00fcndeme gelebilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131na da yer verildi. Daly, enflasyonun kademeli olarak gerilemesinin beklendi\u011fini ancak ekonomik g\u00f6r\u00fcn\u00fcmdeki belirsizliklerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n<p>Jeopolitik geli\u015fmeler kapsam\u0131nda ise ABD ile \u0130ran aras\u0131nda Doha&#8217;da s\u00fcrd\u00fcr\u00fclen dolayl\u0131 temaslar \u00f6ne \u00e7\u0131kt\u0131. ABD Ba\u015fkan\u0131 Donald Trump, m\u00fczakerelerde ilerleme kaydedildi\u011fini belirtirken, \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i b\u00f6lgesel g\u00fcvenli\u011fin d\u0131\u015f m\u00fcdahale olmadan sa\u011flanmas\u0131 gerekti\u011fini savundu.<\/p>\n<p>\u00c7in ekonomisine ili\u015fkin veriler de raporda de\u011ferlendirildi. Haziran ay\u0131 hizmet sekt\u00f6r\u00fc PMI verisinin 54,1 seviyesinde ger\u00e7ekle\u015ferek beklentilerin \u00fczerinde gelmesi, d\u00fcnyan\u0131n ikinci b\u00fcy\u00fck ekonomisinde toparlanma sinyallerinin g\u00fc\u00e7lendi\u011fine i\u015faret etti.<\/p>\n<p>Yurt i\u00e7inde ise piyasalar\u0131n g\u00f6z\u00fcn\u00fcn haziran ay\u0131 enflasyon verisine \u00e7evrildi\u011fi belirtildi. Piyasa beklentisinin ayl\u0131k y\u00fczde 0,97, y\u0131ll\u0131k ise y\u00fczde 32,1 seviyesinde oldu\u011fu ifade edilen raporda, beklentilerin alt\u0131nda gelebilecek bir verinin tahvil faizlerinde gev\u015feme yaratabilece\u011fi ve \u00f6zellikle bankac\u0131l\u0131k, gayrimenkul yat\u0131r\u0131m ortakl\u0131klar\u0131, \u00e7imento, holding ve otomotiv hisselerinde olumlu fiyatlamalara zemin haz\u0131rlayabilece\u011fi kaydedildi.<\/p>\n<p>Trive Yat\u0131r\u0131m, haftan\u0131n \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar\u0131 aras\u0131nda ABD&#8217;deki zay\u0131f istihdam g\u00f6r\u00fcn\u00fcm\u00fc, Fed&#8217;e ili\u015fkin beklentilerdeki de\u011fi\u015fim, ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri, \u00c7in&#8217;den gelen g\u00fc\u00e7l\u00fc hizmet sekt\u00f6r\u00fc verileri ve T\u00fcrkiye&#8217;de a\u00e7\u0131klanacak enflasyon rakamlar\u0131n\u0131n bulundu\u011funu vurgulad\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 3 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m&#8217;\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda ABD&#8217;den gelen zay\u0131f istihdam verilerinin etkileri ile T\u00fcrkiye&#8217;de a\u00e7\u0131klanacak haziran ay\u0131 enflasyon verisinin olas\u0131 sonu\u00e7lar\u0131 de\u011ferlendirildi.<\/p>\n","protected":false},"author":1,"featured_media":108931,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-108930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/108930","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=108930"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/108930\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/108931"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=108930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=108930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=108930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}