{"id":111356,"date":"2026-07-08T11:01:01","date_gmt":"2026-07-08T08:01:01","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/08\/jeopolitik-riskler-kuresel-piyasalarin-odaginda"},"modified":"2026-07-08T11:01:01","modified_gmt":"2026-07-08T08:01:01","slug":"jeopolitik-riskler-kuresel-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/08\/jeopolitik-riskler-kuresel-piyasalarin-odaginda\/","title":{"rendered":"Jeopolitik riskler k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m, g\u00fcnl\u00fck piyasa b\u00fclteninde Orta Do\u011fu&#8217;da yeniden y\u00fckselen jeopolitik gerilimin k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131n\u0131 belirtti. Raporda, ABD&#8217;nin \u0130ran&#8217;a y\u00f6nelik yeni hava sald\u0131r\u0131lar\u0131 d\u00fczenlemesi ve \u0130ran&#8217;\u0131n petrol sat\u0131\u015f\u0131na imkan tan\u0131yan muafiyetin kald\u0131r\u0131lmas\u0131n\u0131n ard\u0131ndan Brent petrol\u00fcn 76 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131, enerji arz\u0131na ili\u015fkin endi\u015felerin enflasyon ve faiz beklentilerini yeniden yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Raporda, artan jeopolitik risklerin tahvil piyasalar\u0131na da yans\u0131d\u0131\u011f\u0131, Avustralya, Japonya ve Yeni Zelanda&#8217;da 10 y\u0131ll\u0131k tahvil getirilerinin y\u00fckseldi\u011fi, merkez bankalar\u0131n\u0131n enflasyon risklerine kar\u015f\u0131 daha s\u0131k\u0131 bir politika izleyebilece\u011fi beklentisinin g\u00fc\u00e7lendi\u011fi kaydedildi. Asya borsalar\u0131n\u0131n genel olarak zay\u0131f seyretti\u011fi, \u00f6zellikle G\u00fcney Kore Kospi endeksinde \u00e7ip hisselerindeki sat\u0131\u015flar\u0131n etkisiyle sert kay\u0131plar ya\u015fand\u0131\u011f\u0131 belirtilirken, MSCI Asya Endeksi, S&amp;P 500 ve Nasdaq 100 vadeli kontratlar\u0131 ile Avrupa vadeli endekslerinde ise s\u0131n\u0131rl\u0131 gerilemeler g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n<p>Avrupa piyasalar\u0131na ili\u015fkin de\u011ferlendirmede, y\u00fckselen petrol fiyatlar\u0131n\u0131n enerji arz\u0131 ve enflasyon risklerini yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 belirtilirken, bu durumun Avrupa Merkez Bankas\u0131&#8217;n\u0131n faiz patikas\u0131na ili\u015fkin beklentilerin daha temkinli fiyatlanmas\u0131na neden oldu\u011fu ifade edildi. Euro&#8217;nun 1,14 dolar\u0131n hemen \u00fczerinde yatay seyretti\u011fi belirtilen raporda, y\u00fcksek petrol fiyatlar\u0131 ve \u00e7ekirdek enflasyondaki diren\u00e7 faiz art\u0131r\u0131m\u0131 beklentilerini desteklerken, zay\u0131flayan enflasyon verileri, ECB Ba\u015fkan\u0131 Christine Lagarde&#8217;\u0131n dengeli mesajlar\u0131, Almanya&#8217;n\u0131n artan bor\u00e7lanma ihtiyac\u0131 ve Fransa&#8217;daki siyasi belirsizliklerin Avrupa varl\u0131klar\u0131 \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc de\u011ferlendirildi.<\/p>\n<p>T\u00fcrkiye b\u00f6l\u00fcm\u00fcnde ise veri ak\u0131\u015f\u0131n\u0131n sakin ge\u00e7ti\u011fi belirtilirken, NATO Liderler Zirvesi&#8217;nin piyasalar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131 kaydedildi. Raporda, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n F-35 program\u0131n\u0131 yeniden ele alabileceklerini, CAATSA yapt\u0131r\u0131mlar\u0131n\u0131n kald\u0131r\u0131lmas\u0131n\u0131n zaman\u0131n\u0131n geldi\u011fini ve dost \u00fclkelere yapt\u0131r\u0131m uygulamak istemediklerini s\u00f6yledi\u011fi hat\u0131rlat\u0131ld\u0131. Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan ile Trump aras\u0131ndaki g\u00f6r\u00fc\u015fmenin ard\u0131ndan yap\u0131lan a\u00e7\u0131klamalar\u0131n dolar\/TL \u00fczerinde belirgin bir etkisinin olmad\u0131\u011f\u0131, kurun d\u00fc\u015f\u00fck volatiliteyle kademeli y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi. Bug\u00fcn ise Orta Do\u011fu&#8217;daki geli\u015fmeler ile ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) haziran toplant\u0131 tutanaklar\u0131n\u0131n yak\u0131ndan izlenece\u011fi ifade edildi. Dolar\/TL&#8217;nin sabah saatlerinde 46,85, dolar endeksinin ise 101,10 seviyelerinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc bilgisi payla\u015f\u0131ld\u0131.<\/p>\n<p>Raporda ayr\u0131ca euro, sterlin, alt\u0131n, g\u00fcm\u00fc\u015f, Brent petrol, ham petrol ile Nasdaq ve Dow Jones vadeli endekslerine ili\u015fkin teknik de\u011ferlendirmelere de yer verildi. Buna g\u00f6re euro\/dolar paritesinde destek seviyeleri 1,1396, 1,1382 ve 1,1356; diren\u00e7 seviyeleri ise 1,1436, 1,1462 ve 1,1476 olarak belirtildi. Sterlin\/dolar paritesinde destekler 1,3335, 1,3315 ve 1,3283; diren\u00e7ler ise 1,3388, 1,3421 ve 1,3441 seviyelerinde g\u00f6sterildi.<\/p>\n<p>Alt\u0131nda Orta Do\u011fu kaynakl\u0131 jeopolitik risklerin g\u00fcvenli liman talebini destekledi\u011fi ancak y\u00fckselen petrol fiyatlar\u0131n\u0131n faiz beklentilerini art\u0131rmas\u0131 nedeniyle fiyatlamalar\u0131n temkinli seyretti\u011fi ifade edilirken, g\u00fcm\u00fc\u015fte de benzer g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi. G\u00fcm\u00fc\u015f i\u00e7in destek seviyeleri 58,88, 57,80 ve 56,17; diren\u00e7 seviyeleri ise 61,59, 63,22 ve 64,31 olarak payla\u015f\u0131ld\u0131.<\/p>\n<p>Brent petrolde destek seviyeleri 73,14, 70,43 ve 68,83; diren\u00e7 seviyeleri ise 77,45, 79,05 ve 81,76 olarak a\u00e7\u0131klan\u0131rken, ham petrolde desteklerin 69,68, 67,21 ve 65,80; diren\u00e7lerin ise 73,55, 74,96 ve 77,43 seviyelerinde bulundu\u011fu belirtildi.<\/p>\n<p>Nasdaq vadeli endeksinde destek seviyeleri 29.094, 28.770 ve 28.331; diren\u00e7 seviyeleri 29.856, 30.295 ve 30.618 olarak verilirken, Dow Jones vadeli endeksinde destek seviyeleri 52.953, 52.728 ve 52.378; diren\u00e7 seviyeleri ise 53.528, 53.877 ve 54.102 olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 8 Temmuz (Hibya) &#8211; Gedik Yat\u0131r\u0131m, Orta Do\u011fu&#8217;da artan jeopolitik gerilimin petrol fiyatlar\u0131, tahvil piyasalar\u0131 ve k\u00fcresel hisse senetleri \u00fczerinde bask\u0131 olu\u015fturdu\u011funu, yat\u0131r\u0131mc\u0131lar\u0131n ise Fed tutanaklar\u0131 ile NATO Zirvesi&#8217;nden gelecek mesajlar\u0131 takip etti\u011fini de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":111357,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-111356","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\/111356","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=111356"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111356\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111357"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}