\u0130kon Menkul taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde Orta Do\u011fu’da artan jeopolitik gerilimler, Amerika Birle\u015fik Devletleri (ABD)’nin \u0130ran’a y\u00f6nelik ad\u0131mlar\u0131, enflasyon beklentileri, enerji piyasalar\u0131 ve k\u00fcresel ekonomiye ili\u015fkin \u00f6ne \u00e7\u0131kan geli\u015fmeler de\u011ferlendirildi.<\/p>\n
De\u011ferlendirmede, ABD ordusunun \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en ticari gemilere sald\u0131rd\u0131\u011f\u0131 gerek\u00e7esiyle \u0130ran’a kar\u015f\u0131 yeni bir sald\u0131r\u0131 dalgas\u0131 ba\u015flatt\u0131\u011f\u0131n\u0131n duyuruldu\u011fu aktar\u0131ld\u0131. ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131n\u0131n (CENTCOM), operasyonun ticari gemileri hedef alan sald\u0131r\u0131lara kar\u015f\u0131l\u0131k \u0130ran’a “a\u011f\u0131r bedel \u00f6detmek” amac\u0131yla ger\u00e7ekle\u015ftirildi\u011fini bildirdi\u011fi ifade edildi. Bu geli\u015fmenin H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 jeopolitik risk primini yeniden y\u00fckseltti\u011fi, ba\u015fta petrol fiyatlar\u0131 olmak \u00fczere g\u00fcvenli liman varl\u0131klar\u0131nda oynakl\u0131\u011f\u0131n artmas\u0131na neden oldu\u011fu belirtildi.<\/p>\n
Raporda, ABD’nin \u0130ran petrol\u00fcn\u00fcn sat\u0131\u015f\u0131na izin veren genel lisans\u0131 iptal etmesinin, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki sald\u0131r\u0131lar\u0131n ard\u0131ndan Washington y\u00f6netiminin \u0130ran \u00fczerindeki ekonomik bask\u0131s\u0131n\u0131 yeniden art\u0131rd\u0131\u011f\u0131na i\u015faret etti\u011fi aktar\u0131ld\u0131.<\/p>\n
New York Fed anketine g\u00f6re ABD’de t\u00fcketicilerin 12 ayl\u0131k medyan enflasyon beklentisinin haziran ay\u0131nda y\u00fczde 3,7’ye y\u00fckselerek Eyl\u00fcl 2023’ten bu yana en y\u00fcksek seviyeye ula\u015ft\u0131\u011f\u0131 belirtildi. Orta vadeli beklentilerin de y\u00fczde 3,3’e y\u00fckseldi\u011fi ifade edilirken, bu g\u00f6r\u00fcn\u00fcm\u00fcn ABD Merkez Bankas\u0131n\u0131n (Fed) enflasyonla m\u00fccadelede temkinli duru\u015funu korumas\u0131na neden olabilecek bir geli\u015fme olarak de\u011ferlendirildi\u011fi kaydedildi. S\u00f6z konusu g\u00f6r\u00fcn\u00fcm\u00fcn dolar ve ABD tahvil faizleri a\u00e7\u0131s\u0131ndan destekleyici, de\u011ferli metaller ile riskli varl\u0131klar a\u00e7\u0131s\u0131ndan ise s\u0131n\u0131rlay\u0131c\u0131 etki yaratabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
B\u00fcltende, Uluslararas\u0131 Enerji Ajans\u0131n\u0131n (IEA) do\u011falgaz piyasas\u0131na y\u00f6nelik uyar\u0131lar\u0131n\u0131n, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n \u00f6zellikle s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011falgaz (LNG) ak\u0131\u015flar\u0131 \u00fczerinden k\u00fcresel gaz piyasas\u0131nda arz g\u00fcvenli\u011fi riskini art\u0131rd\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi. Katar ve H\u00fcrm\u00fcz Bo\u011faz\u0131 hatt\u0131na y\u00f6nelik riskler nedeniyle arz \u015foku endi\u015fesinin s\u00fcrd\u00fc\u011f\u00fc, bu g\u00f6r\u00fcn\u00fcm\u00fcn do\u011falgaz fiyatlar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fi ve Avrupa ile Asya’da enerji maliyetleri \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilece\u011fi belirtildi.<\/p>\n
ABD’de d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n may\u0131s ay\u0131nda 77,6 milyar dolara y\u00fckselerek Mart 2025’ten bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131. \u0130thalattaki art\u0131\u015f ve ihracattaki d\u00fc\u015f\u00fc\u015f nedeniyle net d\u0131\u015f ticaretin b\u00fcy\u00fcme \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi de\u011ferlendirilirken, \u00f6zellikle sermaye mal\u0131 ithalat\u0131ndaki rekor art\u0131\u015f\u0131n yapay zek\u00e2 ve teknoloji yat\u0131r\u0131mlar\u0131na ba\u011fl\u0131 g\u00fc\u00e7l\u00fc i\u00e7 talebe i\u015faret etti\u011fi ifade edildi.<\/p>\n
Ayr\u0131ca \u00c7in Merkez Bankas\u0131n\u0131n haziran ay\u0131nda rezervlerine 480 bin ons alt\u0131n ekleyerek Ekim 2023’ten bu yana en b\u00fcy\u00fck ayl\u0131k al\u0131m\u0131n\u0131 ger\u00e7ekle\u015ftirdi\u011fi belirtildi. Bu geli\u015fmenin, alt\u0131n fiyatlar\u0131ndaki sert d\u00fc\u015f\u00fc\u015fe ra\u011fmen merkez bankalar\u0131n\u0131n alt\u0131n talebinin g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yeni Zelanda Merkez Bankas\u0131n\u0131n (RBNZ) politika faizini 25 baz puan art\u0131rarak y\u00fczde 2,50’ye y\u00fckseltti\u011fi belirtilirken, gelecek toplant\u0131larda ilave faiz art\u0131\u015flar\u0131n\u0131n g\u00fcndeme gelebilece\u011fine y\u00f6nelik mesajlar\u0131n Yeni Zelanda dolar\u0131nda h\u0131zl\u0131 de\u011fer kazan\u0131m\u0131n\u0131 destekledi\u011fi ifade edildi. Karar metninde enflasyon risklerinin s\u00fcrd\u00fc\u011f\u00fcn\u00fcn, resmi nakit faiz oran\u0131n\u0131n (OCR) h\u00e2len destekleyici seviyede g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fcn ve zay\u0131f para biriminin ithal enflasyon riski olu\u015fturabilece\u011finin vurguland\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu g\u00f6r\u00fcn\u00fcm\u00fcn k\u0131sa vadede Yeni Zelanda dolar\u0131 \u00fczerinde pozitif fiyatlamay\u0131 destekledi\u011fi kaydedildi.<\/p>\n
Son olarak New York Fed Ba\u015fkan\u0131 Williams’\u0131n enerji fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn \u00f6n\u00fcm\u00fczdeki aylarda genel enflasyonu a\u015fa\u011f\u0131 \u00e7ekebilece\u011fine y\u00f6nelik de\u011ferlendirmelerine yer verildi. Buna kar\u015f\u0131n \u00e7ekirdek enflasyonun y\u00fcksek seyrini s\u00fcrd\u00fcrmesi ve belirsizliklerin devam etmesi nedeniyle Fed’in mevcut para politikas\u0131 duru\u015funu koruyarak faiz politikas\u0131nda daha esnek ve veri odakl\u0131 bir yakla\u015f\u0131m izleyebilece\u011finin de\u011ferlendirildi\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 8 Temmuz (Hibya) – \u0130kon Menkul, Amerika Birle\u015fik Devletleri (ABD)-\u0130ran gerilimi, enerji arz\u0131na y\u00f6nelik riskler, enflasyon beklentileri ve k\u00fcresel ekonomide \u00f6ne \u00e7\u0131kan geli\u015fmelerin piyasalara olas\u0131 etkilerini de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":111193,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-111192","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111192","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=111192"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111192\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111193"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111192"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111192"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"