A1 Capital taraf\u0131ndan yay\u0131mlanan G\u00fcnl\u00fck B\u00fclten’de, zirvenin ilk g\u00fcn\u00fcnde \u00f6ne \u00e7\u0131kan geli\u015fmelerin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn siyasi mesaj niteli\u011finde oldu\u011fu, somut sonu\u00e7lar\u0131n ise ikinci g\u00fcn ve sonras\u0131nda al\u0131nacak kararlarla \u015fekillenece\u011fi belirtildi.<\/p>\n
B\u00fcltende, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n T\u00fcrkiye’ye y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n son y\u0131llarda bir ABD Ba\u015fkan\u0131 taraf\u0131ndan verilen en olumlu siyasi mesajlar aras\u0131nda de\u011ferlendirildi\u011fi ifade edildi. Trump’\u0131n, T\u00fcrkiye’ye uygulanan CAATSA yapt\u0131r\u0131mlar\u0131n\u0131n kald\u0131r\u0131lmas\u0131 i\u00e7in \u00e7al\u0131\u015fmalar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131\u011f\u0131, bunun savunma sanayii i\u015f birliklerinin \u00f6n\u00fcn\u00fc a\u00e7abilece\u011fi, Amerikan savunma \u015firketleriyle projeleri kolayla\u015ft\u0131rabilece\u011fi ve iki \u00fclke aras\u0131ndaki siyasi tansiyonu d\u00fc\u015f\u00fcrebilece\u011fi kaydedildi.<\/p>\n
Trump’\u0131n T\u00fcrkiye’nin yeniden F-35 program\u0131na d\u00f6n\u00fc\u015f ihtimaline ili\u015fkin olumlu mesajlar verdi\u011fi belirtilen b\u00fcltende, S-400 sistemiyle ilgili olarak da T\u00fcrkiye konusunda herhangi bir endi\u015fe ta\u015f\u0131mad\u0131\u011f\u0131n\u0131 ifade etti\u011fi aktar\u0131ld\u0131. Ancak CAATSA yapt\u0131r\u0131mlar\u0131n\u0131n kald\u0131r\u0131lmas\u0131 i\u00e7in hukuki s\u00fcre\u00e7lerin tamamlanmas\u0131 gerekti\u011fi, F-35 sat\u0131\u015f\u0131n\u0131n ise ABD Kongresi’ndeki s\u00fcre\u00e7lere ba\u011fl\u0131 oldu\u011fu vurguland\u0131. A\u00e7\u0131klamalar\u0131n ABD-T\u00fcrkiye ili\u015fkilerinde \u00f6nemli bir siyasi yumu\u015fama sinyali olarak de\u011ferlendirildi\u011fi, sermaye piyasalar\u0131 a\u00e7\u0131s\u0131ndan ise belirleyici unsurun bu mesajlar\u0131n resmi karar ve anla\u015fmalara d\u00f6n\u00fc\u015fmesi olaca\u011f\u0131 ifade edildi.<\/p>\n
Avrupa a\u00e7\u0131s\u0131ndan zirvenin en \u00f6nemli mesaj\u0131n\u0131n g\u00fcvenli\u011fin daha fazla Avrupa b\u00fct\u00e7esiyle finanse edilmesi anlay\u0131\u015f\u0131n\u0131n g\u00fc\u00e7lenmesi oldu\u011fu belirtilen b\u00fcltende, bu durumun T\u00fcrk savunma sanayii \u015firketlerinin Avrupa pazar\u0131ndaki konumunu g\u00fc\u00e7lendirebilece\u011fi ve NATO i\u00e7inde savunma ticaretine y\u00f6nelik k\u0131s\u0131tlamalar\u0131n kald\u0131r\u0131lmas\u0131na ili\u015fkin beklentileri destekleyebilece\u011fi aktar\u0131ld\u0131. Bu geli\u015fmelerin BIST’te \u00f6zellikle savunma sanayii \u015firketleri a\u00e7\u0131s\u0131ndan olumlu yans\u0131malar\u0131n\u0131n g\u00f6r\u00fclebilece\u011fi, ancak kal\u0131c\u0131 fiyatlamalar i\u00e7in somut ad\u0131mlar\u0131n gerekli oldu\u011fu kaydedildi.<\/p>\n
B\u00fcltende, Avrupa piyasalar\u0131nda STOXX 600 endeksinin y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle 646,29 puana geriledi\u011fi, sat\u0131\u015flar\u0131n a\u011f\u0131rl\u0131kl\u0131 olarak teknoloji hisselerinde yo\u011funla\u015ft\u0131\u011f\u0131 belirtildi. Samsung’un g\u00fc\u00e7l\u00fc kar beklentisine ra\u011fmen \u00e7ip ve yapay zeka sekt\u00f6r\u00fcnde de\u011ferlemelere y\u00f6nelik soru i\u015faretlerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, ASML, STMicroelectronics ve Soitec hisselerinde sert sat\u0131\u015flar g\u00f6r\u00fcld\u00fc\u011f\u00fc, savunma hisselerinin ise NATO kaynakl\u0131 b\u00fcy\u00fck savunma anla\u015fmalar\u0131na ra\u011fmen g\u00fcn\u00fc zay\u0131f tamamlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Tahvil piyasalar\u0131na ili\u015fkin de\u011ferlendirmelere de yer verilen b\u00fcltende, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,49-4,50 band\u0131na, iki y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 4,13-4,14 seviyelerine y\u00fckseldi\u011fi aktar\u0131ld\u0131. Bug\u00fcn ABD’de ger\u00e7ekle\u015ftirilecek 10 y\u0131ll\u0131k tahvil ihalesi ile FOMC toplant\u0131 tutanaklar\u0131n\u0131n tahvil piyasalar\u0131 a\u00e7\u0131s\u0131ndan g\u00fcn\u00fcn en \u00f6nemli g\u00fcndem maddeleri oldu\u011fu belirtilirken, ihaleye g\u00fc\u00e7l\u00fc talep gelmesi halinde faizlerde sakinle\u015fme, zay\u0131f talep gelmesi durumunda ise uzun vadeli faizlerde yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n artabilece\u011fi ifade edildi. FOMC tutanaklar\u0131n\u0131n da risk i\u015ftah\u0131 \u00fczerinde belirleyici olaca\u011f\u0131 vurguland\u0131.<\/p>\n
Avrupa’da Almanya 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 2,97-2,98 seviyelerine y\u00fckselerek iki haftan\u0131n zirvesine yakla\u015ft\u0131\u011f\u0131 belirtilen b\u00fcltende, bu y\u00fckseli\u015fte ABD tahvil faizlerindeki art\u0131\u015f ile Almanya’n\u0131n 2026-2030 d\u00f6nemine ili\u015fkin bor\u00e7lanma planlar\u0131n\u0131n etkili oldu\u011fu kaydedildi. Avrupa’da bug\u00fcn Avrupa Merkez Bankas\u0131 yetkililerinden gelecek a\u00e7\u0131klamalar ile tahvil arz\u0131n\u0131n takip edilece\u011fi ifade edildi.<\/p>\n
Petrol piyasas\u0131nda ise fiyatlar\u0131n yakla\u015f\u0131k y\u00fczde 5 y\u00fckselerek 76 dolar band\u0131na ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. Y\u00fckseli\u015fin arz-talep dengesinden ziyade jeopolitik risk priminden kaynakland\u0131\u011f\u0131 belirtilirken, OPEC+ \u00fcretim art\u0131\u015f\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131yla gerileyen fiyatlar\u0131n, son geli\u015fmelerle birlikte yeniden y\u00fckseli\u015f e\u011filimine girdi\u011fi s\u00f6ylendi.<\/p>\n
<\/strong> \u0130stanbul, 8 Temmuz (Hibya) \u2013 A1 Capital, Ankara’da ba\u015flayan NATO Zirvesi’nin ilk g\u00fcn\u00fcnde T\u00fcrkiye’nin NATO i\u00e7indeki stratejik a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131rd\u0131\u011f\u0131, ABD ile ili\u015fkilerde yumu\u015fama sinyalleri ald\u0131\u011f\u0131 ve Avrupa ile savunma sanayii i\u015f birliklerini geni\u015fletme f\u0131rsat\u0131 yakalad\u0131\u011f\u0131 y\u00f6n\u00fcnde mesajlar verildi\u011fini duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":111243,"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-111242","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\/111242","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=111242"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111242\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111243"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111242"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111242"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111242"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"