{"id":111905,"date":"2026-07-09T08:00:19","date_gmt":"2026-07-09T05:00:19","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/jeopolitik-gelismeler-ve-endeks-kararlari-piyasalarda-baski-olusturdu"},"modified":"2026-07-09T08:00:19","modified_gmt":"2026-07-09T05:00:19","slug":"jeopolitik-gelismeler-ve-endeks-kararlari-piyasalarda-baski-olusturdu","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/jeopolitik-gelismeler-ve-endeks-kararlari-piyasalarda-baski-olusturdu\/","title":{"rendered":"Jeopolitik geli\u015fmeler ve endeks kararlar\u0131 piyasalarda bask\u0131 olu\u015fturdu"},"content":{"rendered":"<p class=\"MsoNormal\">Pusula Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck analizinde, ABD ile \u0130ran aras\u0131ndaki kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n piyasalar \u00fczerinde etkili oldu\u011fu belirtilirken, \u0130ran\u2019\u0131n Kuveyt ve Bahreyn\u2019deki ABD \u00fcslerini hedef ald\u0131\u011f\u0131, ABD\u2019den gelen \u201csald\u0131r\u0131lar\u0131 durdurduk\u201d a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan k\u00fcresel piyasalarda al\u0131mlar\u0131n g\u00fc\u00e7 kazand\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"MsoNormal\">Analizde, yurt i\u00e7inde ise MSCI\u2019\u0131n uyar\u0131lar\u0131 ve uygulama \u00e7er\u00e7evesine ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan SP DJI\u2019n\u0131n ald\u0131\u011f\u0131 kararlar\u0131n riskli varl\u0131klar \u00fczerinde olumsuz etki yaratt\u0131\u011f\u0131 aktar\u0131ld\u0131. Pasif fonlar dahil pozisyon b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn 20 milyar dolar seviyesine ula\u015ft\u0131\u011f\u0131 belirtilen analizde, Bank of America verilerine g\u00f6re MSCI\u2019\u0131n ilk uyar\u0131s\u0131ndan bu yana yakla\u015f\u0131k 27,5 milyar liral\u0131k yabanc\u0131 \u00e7\u0131k\u0131\u015f\u0131n\u0131n \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn pasif emeklilik fonlar\u0131ndan kaynakland\u0131\u011f\u0131 kaydedildi.<\/p>\n<p class=\"MsoNormal\">ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n T\u00fcrkiye ile ili\u015fkilerin yeniden g\u00fc\u00e7lendi\u011fini belirterek F-35 sat\u0131\u015f\u0131na ili\u015fkin hen\u00fcz karar verilmedi\u011fini ancak bu konuda de\u011ferlendirme yap\u0131laca\u011f\u0131n\u0131 s\u00f6yledi\u011fi hat\u0131rlat\u0131ld\u0131. Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan\u2019\u0131n ise S-400\u2019lerin gelece\u011fine ili\u015fkin soruya \u201cBizi izlemeye devam edin.\u201d yan\u0131t\u0131n\u0131 verdi\u011fi, KAAN\u2019\u0131n motor geli\u015ftirme s\u00fcrecinin ise beklentilerin \u00fczerinde ilerledi\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">T\u00fcrkiye\u2019nin y\u0131l\u0131n ilk alt\u0131 ay\u0131nda 212 \u00fclke ve serbest b\u00f6lgeye 5 milyar 847 milyon 514 bin dolarl\u0131k hububat, bakliyat, ya\u011fl\u0131 tohumlar ve mamulleri ihracat\u0131 ger\u00e7ekle\u015ftirdi\u011fine dikkat \u00e7ekilen analizde, bu g\u00f6r\u00fcn\u00fcm\u00fcn g\u0131da sekt\u00f6r\u00fcne y\u00f6nelik olumlu beklentileri destekledi\u011fi belirtildi.<\/p>\n<p class=\"MsoNormal\">Pusula Yat\u0131r\u0131m analizinde teknik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan BIST 100 endeksinde 14 bin puan\u0131n destek, 14 bin 252 puan\u0131n ise diren\u00e7 seviyesi olarak izlendi\u011fi belirtilirken, k\u0131sa vadede 13 bin 800-14 bin 700 puan aral\u0131\u011f\u0131nda yatay bir g\u00f6r\u00fcn\u00fcm olu\u015ftu\u011fu ve siyasi geli\u015fmelerin yak\u0131ndan takip edilmesi gerekti\u011fi de\u011ferlendirmesinde bulunuldu.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 9 Temmuz (Hibya)- Pusula Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD ile \u0130ran aras\u0131ndaki gerilimin etkisiyle sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131, ABD\u2019nin sald\u0131r\u0131lar\u0131 durdurdu\u011funa y\u00f6nelik a\u00e7\u0131klamalar sonras\u0131nda ise risk i\u015ftah\u0131nda toparlanma g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":111906,"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-111905","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\/111905","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=111905"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111905\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111906"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}