Trive Yat\u0131r\u0131m’\u0131n yay\u0131mlad\u0131\u011f\u0131 analizde,Amerika Birle\u015fik Devletleri (ABD) istihdam verileri, NATO Zirvesi, alt\u0131n, petrol, Asya piyasalar\u0131 ve TCMB’nin d\u0131\u015f ticaret de\u011ferlendirmesine ili\u015fkin \u00f6ne \u00e7\u0131kan geli\u015fmeler ele al\u0131nd\u0131.<\/p>\n
Analize g\u00f6re ge\u00e7ti\u011fimiz hafta k\u00fcresel piyasalar\u0131n seyrini ABD’den gelen istihdam verisi belirledi. Haziran ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam yaln\u0131zca 57 bin ki\u015fi artarak piyasa beklentilerinin olduk\u00e7a gerisinde kald\u0131. \u0130\u015fsizlik oran\u0131 ise beklentilerin aksine y\u00fczde 4,2’ye geriledi. Profesyonel ve ticari hizmetler ile sosyal yard\u0131m ve sa\u011fl\u0131k alanlar\u0131nda istihdam art\u0131\u015f\u0131 s\u00fcrerken, e\u011flence ve konaklama sekt\u00f6r\u00fcnde kay\u0131plar ya\u015fand\u0131. Nisan ve may\u0131s aylar\u0131na ili\u015fkin istihdam verileri de a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilirken, zay\u0131flaman\u0131n temelinde D\u00fcnya Kupas\u0131 \u00f6ncesinde ya\u015fanan ge\u00e7ici i\u015fe al\u0131mlar\u0131n gerilemesi g\u00f6sterildi.<\/p>\n
Raporda, beklentilerin alt\u0131nda kalan istihdam verisinin Fed’in faiz patikas\u0131nda daha temkinli ilerleyebilece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi ve yat\u0131r\u0131mc\u0131lar\u0131n faiz art\u0131r\u0131m\u0131na ili\u015fkin beklentilerini a\u015fa\u011f\u0131 \u00e7ekti\u011fi belirtildi. Avrupa Merkez Bankas\u0131’n\u0131n d\u00fczenledi\u011fi forumun kapan\u0131\u015f panelinde konu\u015fan Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n ise enflasyon beklentileri ile enflasyona ili\u015fkin risklerin geriledi\u011fini, piyasa oynakl\u0131\u011f\u0131n\u0131n azald\u0131\u011f\u0131n\u0131, tahvil getirilerinin d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ve enflasyon beklentilerinin a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyretti\u011fini ifade etti\u011fi aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7inde ise haziran ay\u0131 enflasyonunun ayl\u0131k y\u00fczde 0,99, y\u0131ll\u0131k ise y\u00fczde 32,11 olarak ger\u00e7ekle\u015fti\u011fi hat\u0131rlat\u0131lan raporda, hizmet kalemlerindeki kat\u0131l\u0131\u011f\u0131n T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n s\u0131k\u0131 para politikas\u0131 duru\u015funu koruyaca\u011f\u0131 beklentisini g\u00fc\u00e7lendirdi\u011fi ifade edildi. Bu hafta g\u00f6zlerin Ankara’da ger\u00e7ekle\u015ftirilecek 7-8 Temmuz tarihli NATO Zirvesi’ne \u00e7evrildi\u011fi belirtilirken, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n zirve kapsam\u0131nda Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan ile \u00f6zel bir g\u00f6r\u00fc\u015fme ger\u00e7ekle\u015ftirmesinin yan\u0131 s\u0131ra Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelenskiy ve Suriye Cumhurba\u015fkan\u0131 Ahmed \u015eara ile de ayr\u0131 ayr\u0131 bir araya gelmesinin beklendi\u011fi kaydedildi. \u0130ttifak \u00fcyelerinin ise milyarlarca dolarl\u0131k savunma anla\u015fmalar\u0131 a\u00e7\u0131klamaya haz\u0131rland\u0131\u011f\u0131 ifade edildi.<\/p>\n
Raporda, \u0130leti\u015fim Ba\u015fkan\u0131 Burhanettin Duran’\u0131n NATO Zirvesi’nin g\u00fcndemine ili\u015fkin yapt\u0131\u011f\u0131 a\u00e7\u0131klamalara da yer verildi. Buna g\u00f6re zirvede savunma yat\u0131r\u0131mlar\u0131n\u0131n art\u0131r\u0131lmas\u0131na y\u00f6nelik kararlar\u0131n uygulanmas\u0131, \u0130ttifak’\u0131n cayd\u0131r\u0131c\u0131l\u0131k kabiliyetinin g\u00fc\u00e7lendirilmesi, Avrupa-Atlantik b\u00f6lgesindeki g\u00fcvenlik riskleri, Ukrayna’daki sava\u015f ile Orta Do\u011fu ve Akdeniz’deki geli\u015fmeler ele al\u0131nacak. Program kapsam\u0131nda 7 Temmuz ak\u015fam\u0131 liderler i\u00e7in resepsiyon ve ak\u015fam yeme\u011fi d\u00fczenlenece\u011fi, ikinci g\u00fcn ise Kuzey Atlantik Konseyi’nin Cumhurba\u015fkan\u0131 Erdo\u011fan ba\u015fkanl\u0131\u011f\u0131nda toplanaca\u011f\u0131, ayr\u0131ca Erdo\u011fan’\u0131n \u00e7ok say\u0131da liderle ikili g\u00f6r\u00fc\u015fmeler ger\u00e7ekle\u015ftirmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi.<\/p>\n
Alt\u0131n piyasas\u0131na ili\u015fkin de\u011ferlendirmede ise JPMorgan’\u0131n y\u0131l sonu ons alt\u0131n beklentisini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fi aktar\u0131ld\u0131. Bankan\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek i\u00e7in 4.300 dolar, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in ise 4.500 dolar tahmini payla\u015f\u0131ld\u0131. Revizyonun arkas\u0131nda alt\u0131n talebini destekleyen sekt\u00f6rlerde g\u00f6r\u00fclen zay\u0131flaman\u0131n bulundu\u011fu belirtilirken, g\u00fc\u00e7l\u00fc ABD verilerinin Fed’in beklenenden erken faiz art\u0131r\u0131m\u0131na y\u00f6nelmesi halinde tahminlere y\u00f6nelik a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk olu\u015fabilece\u011fi ifade edildi. Buna kar\u015f\u0131n 2027 y\u0131l\u0131na ili\u015fkin uzun vadeli beklentilerde merkez bankalar\u0131n\u0131n al\u0131mlar\u0131 ile fiziki talebin fiyatlar\u0131 desteklemeye devam edece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fcn korundu\u011fu kaydedildi.<\/p>\n
Petrol taraf\u0131nda ise OPEC+ grubunun a\u011fustos ay\u0131 \u00fcretim kotas\u0131n\u0131 g\u00fcnl\u00fck 188 bin varil art\u0131rma karar\u0131 ald\u0131\u011f\u0131 belirtildi. Haziran ve temmuz aylar\u0131ndaki benzer art\u0131\u015flar\u0131n devam\u0131 niteli\u011findeki karar\u0131n ard\u0131ndan H\u00fcrm\u00fcz Bo\u011faz\u0131’nda enerji ak\u0131\u015f\u0131n\u0131n normale d\u00f6nmeye ba\u015flamas\u0131 ve Basra K\u00f6rfezi’nden ihracat\u0131n yeniden canlanmas\u0131n\u0131n k\u00fcresel arz beklentilerini g\u00fc\u00e7lendirdi\u011fi ifade edildi. Brent petrol\u00fcn haftaya varil ba\u015f\u0131na 72,07 dolar, ABD tipi ham petrol WTI’\u0131n ise 68,74 dolar seviyesinde ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131. K\u00f6rfez \u00fclkelerinin ihracat\u0131n\u0131n haziranda g\u00fcnl\u00fck 10 milyon varilin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131, Rusya’n\u0131n bat\u0131 limanlar\u0131ndan yapt\u0131\u011f\u0131 sevkiyat\u0131n rekor seviyeye ula\u015ft\u0131\u011f\u0131 ve stratejik rezerv sal\u0131mlar\u0131n\u0131n etkisiyle petrol fiyatlar\u0131n\u0131n sava\u015f \u00f6ncesi seviyelere geri d\u00f6nd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Raporda \u0130ran Meclis ve M\u00fczakere Heyeti Ba\u015fkan\u0131 Muhammed Bak\u0131r Kalibaf’\u0131n ABD ile bar\u0131\u015f durumunun s\u00f6z konusu olmad\u0131\u011f\u0131n\u0131 ve \u0130srail’i tan\u0131mayacaklar\u0131n\u0131 ifade etti\u011fi a\u00e7\u0131klamalar\u0131na da yer verildi. Kalibaf’\u0131n Direni\u015f Cephesi’ne askeri ve siyasi deste\u011fin s\u00fcrece\u011fini s\u00f6yledi\u011fi, Hamas’\u0131n siyasi kanad\u0131n\u0131n ise \u0130ran ile ABD aras\u0131nda var\u0131lan mutabakat\u0131 kendi cepheleri a\u00e7\u0131s\u0131ndan kazan\u0131m olarak de\u011ferlendirdi\u011fi aktar\u0131l\u0131rken, a\u00e7\u0131klamalar\u0131n jeopolitik risklerin k\u0131sa vadede s\u00fcrebilece\u011fine i\u015faret etti\u011fi belirtildi.<\/p>\n
Asya piyasalar\u0131na ili\u015fkin de\u011ferlendirmede ise yar\u0131 iletken ve teknoloji hisselerindeki toparlanman\u0131n ivme kaybetmesiyle sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. MSCI Asya Pasifik Hisse Senedi Endeksi’nin y\u00fczde 0,3 geriledi\u011fi, G\u00fcney Kore Kospi Endeksi’nin g\u00fcn i\u00e7inde y\u00fczde 1,4’e varan d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131\u011f\u0131, Samsung Electronics ve SK Hynix hisselerinin de de\u011fer kaybetti\u011fi kaydedildi.<\/p>\n
Raporun son b\u00f6l\u00fcm\u00fcnde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n d\u0131\u015f ticaret dengesine ili\u015fkin de\u011ferlendirmesine yer verildi. \u0130kinci \u00e7eyrekte enerji ithalat\u0131ndaki art\u0131\u015fa ra\u011fmen ihracat\u0131n g\u00fc\u00e7l\u00fc seyretmesiyle d\u0131\u015f ticaret dengesinde iyile\u015fme g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtilirken, Brent petrol ve do\u011fal gaz fiyatlar\u0131ndaki y\u00fckseli\u015fe ba\u011fl\u0131 olarak enerji ithalat\u0131n\u0131n artt\u0131\u011f\u0131, buna kar\u015f\u0131n ihracattaki g\u00fc\u00e7l\u00fc performans\u0131n d\u0131\u015f dengeyi destekledi\u011fi ifade edildi. H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmeler nedeniyle Avrupa’dan gelen talebin T\u00fcrkiye’ye y\u00f6neldi\u011fi, kimyasal \u00fcr\u00fcnler, ana metal, tekstil ve giyim sekt\u00f6rlerinde bunun etkilerinin g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131. Savunma sanayisinin ihracattaki pay\u0131n\u0131n da yakla\u015f\u0131k y\u00fczde 4’e y\u00fckseldi\u011fi belirtilirken, enerji d\u0131\u015f\u0131 ithalatta ise s\u0131k\u0131 para politikas\u0131n\u0131n etkisiyle gerileme ya\u015fand\u0131\u011f\u0131, jeopolitik risklerin azalmas\u0131 ve enerji fiyatlar\u0131ndaki normalle\u015fmeyle cari a\u00e7\u0131k \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc risklerin \u00f6nceki aylara k\u0131yasla azald\u0131\u011f\u0131n\u0131n de\u011ferlendirildi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 6 Temmuz (Hibya) – Trive Yat\u0131r\u0131m’\u0131n analizinde, zay\u0131f Amerika Birle\u015fik Devletleri (ABD) istihdam verisi Fed’in faiz beklentilerini yeniden \u015fekillendirirken, g\u00f6zler NATO Zirvesi’ne \u00e7evrildi. Raporda ayr\u0131ca alt\u0131n, petrol, Asya piyasalar\u0131 ve TCMB’nin d\u0131\u015f ticaret de\u011ferlendirmelerine ili\u015fkin \u00f6ne \u00e7\u0131kan geli\u015fmelere yer verildi.<\/p>\n","protected":false},"author":1,"featured_media":109962,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-109961","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/109961","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=109961"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/109961\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/109962"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=109961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=109961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=109961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"