{"id":111899,"date":"2026-07-09T08:00:04","date_gmt":"2026-07-09T05:00:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/kuresel-riskler-ve-faiz-beklentileri-piyasalarin-odaginda"},"modified":"2026-07-09T08:00:04","modified_gmt":"2026-07-09T05:00:04","slug":"kuresel-riskler-ve-faiz-beklentileri-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/kuresel-riskler-ve-faiz-beklentileri-piyasalarin-odaginda\/","title":{"rendered":"K\u00fcresel riskler ve faiz beklentileri piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p class=\"MsoNormal\">\u0130kon Menkul\u2019\u00fcn yurt d\u0131\u015f\u0131 sabah analizinde, ABD\u2019nin \u0130ran\u2019\u0131 H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki ticari gemilere y\u00f6nelik sald\u0131r\u0131lardan sorumlu tutarak ilave operasyonlar ba\u015flatt\u0131\u011f\u0131 belirtilirken, ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131n\u0131n (CENTCOM) operasyonlar\u0131n \u0130ran\u2019\u0131n seyr\u00fcsefer \u00f6zg\u00fcrl\u00fc\u011f\u00fcn\u00fc tehdit etme kapasitesini azaltmay\u0131 ama\u00e7lad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Analizde, ABD Merkez Bankas\u0131n\u0131n (Fed) toplant\u0131 tutanaklar\u0131n\u0131n, enflasyon risklerinin kal\u0131c\u0131 olmas\u0131 halinde ilave faiz art\u0131\u015flar\u0131n\u0131n yeniden g\u00fcndeme gelebilece\u011fine i\u015faret etti\u011fi belirtilerek, yetkililer aras\u0131ndaki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc ve Fed\u2019in veri odakl\u0131, temkinli para politikas\u0131 yakla\u015f\u0131m\u0131n\u0131 koruyabilece\u011fi de\u011ferlendirildi.<\/p>\n<p class=\"MsoNormal\">Uluslararas\u0131 Enerji Ajans\u0131 (IEA), Uluslararas\u0131 Para Fonu (IMF), D\u00fcnya Bankas\u0131 ve D\u00fcnya Ticaret \u00d6rg\u00fct\u00fcn\u00fcn (DT\u00d6), Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n enerji arz\u0131, ticaret ak\u0131\u015flar\u0131 ve k\u00fcresel b\u00fcy\u00fcme \u00fczerinde kal\u0131c\u0131 etkiler olu\u015fturabilece\u011fi y\u00f6n\u00fcnde ortak uyar\u0131da bulundu\u011fu belirtilen analizde, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n g\u00fcvenli \u015fekilde yeniden a\u00e7\u0131lmas\u0131n\u0131n k\u00fcresel ekonomik istikrar a\u00e7\u0131s\u0131ndan kritik \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"MsoNormal\">Analizde, D\u00fcnya Alt\u0131n Konseyinin verilerine g\u00f6re haziran ay\u0131nda k\u00fcresel alt\u0131n ETF\u2019lerinden net \u00e7\u0131k\u0131\u015f ya\u015fand\u0131\u011f\u0131, y\u00fckselen ABD tahvil faizleri ve g\u00fc\u00e7l\u00fc dolar\u0131n kurumsal yat\u0131r\u0131mc\u0131lar\u0131n alt\u0131na ilgisini s\u0131n\u0131rlad\u0131\u011f\u0131 belirtilirken, merkez bankalar\u0131n\u0131n al\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrmesinin ise fiziksel talebi desteklemeye devam etti\u011fi kaydedildi.<\/p>\n<p class=\"MsoNormal\">\u00d6te yandan analizde, Apple\u2019\u0131n ABD\u2019deki \u00fcretim ve yapay zeka altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirmek amac\u0131yla 30 milyar dolarl\u0131k yeni yat\u0131r\u0131m plan\u0131 a\u00e7\u0131klad\u0131\u011f\u0131, Meta\u2019n\u0131n ise gen\u00e7 kullan\u0131c\u0131lar\u0131 ba\u011f\u0131ml\u0131l\u0131\u011fa y\u00f6nlendirdi\u011fi iddialar\u0131 nedeniyle a\u00e7\u0131lan davada 1,4 trilyon dolarl\u0131k ceza talebiyle kar\u015f\u0131 kar\u015f\u0131ya bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Analizde ayr\u0131ca, Avrupa Merkez Bankas\u0131 (ECB) i\u00e7inde Orta Do\u011fu kaynakl\u0131 enerji fiyat\u0131 riskleri nedeniyle faiz art\u0131\u015f\u0131 ihtimalinin yeniden tart\u0131\u015f\u0131ld\u0131\u011f\u0131 belirtilirken, \u00c7in\u2019de haziran ay\u0131 t\u00fcketici enflasyonunun beklentilerin alt\u0131nda ger\u00e7ekle\u015fmesinin i\u00e7 talepteki zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fcne ve ilave ekonomik destek ad\u0131mlar\u0131n\u0131n g\u00fcndeme gelebilece\u011fine i\u015faret etti\u011fi de\u011ferlendirildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 9 Temmuz (Hibya)- \u0130kon Menkul, Orta Do\u011fu\u2019da artan jeopolitik riskler, k\u00fcresel merkez bankalar\u0131n\u0131n faiz politikalar\u0131na ili\u015fkin belirsizlikler ve enerji piyasalar\u0131ndaki geli\u015fmelerin k\u00fcresel ekonomiye y\u00f6nelik riskleri art\u0131rd\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":111900,"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-111899","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\/111899","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=111899"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111899\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111900"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}