A1 Capital\u2019in g\u00fcnl\u00fck analizinde, ABD ile \u0130ran aras\u0131nda son d\u00f6nemde yeniden t\u0131rmanan kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n enerji arz\u0131na ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmelerin art\u0131k yaln\u0131zca jeopolitik bir ba\u015fl\u0131k de\u011fil, enerji fiyatlar\u0131 ve enflasyon beklentileri a\u00e7\u0131s\u0131ndan da yak\u0131ndan izlendi\u011fi ifade edildi. Analizde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran ile var\u0131lan ge\u00e7ici anla\u015fman\u0131n sona erdi\u011fini ve yeni sald\u0131r\u0131lar\u0131n g\u00fcndeme gelebilece\u011fini a\u00e7\u0131klamas\u0131n\u0131n petrol ve k\u00fcresel piyasalarda dalgalanmaya neden oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Analizde, Fed\u2019in son toplant\u0131 tutanaklar\u0131n\u0131n enflasyona y\u00f6nelik kayg\u0131lar\u0131n artt\u0131\u011f\u0131na i\u015faret etti\u011fi belirtilerek, politika faizinin sabit tutulmas\u0131na ra\u011fmen baz\u0131 \u00fcyelerin ilave faiz art\u0131\u015f\u0131na daha a\u00e7\u0131k bir yakla\u015f\u0131m sergiledi\u011fi kaydedildi. Enerji fiyatlar\u0131nda ya\u015fanabilecek yeni y\u00fckseli\u015flerin Fed\u2019in para politikas\u0131nda daha s\u0131k\u0131 bir duru\u015fa y\u00f6nelmesine neden olabilece\u011fi de\u011ferlendirmesinde bulunuldu.<\/p>\n
Uluslararas\u0131 Para Fonu\u2019nun (IMF) temmuz ay\u0131 D\u00fcnya Ekonomik G\u00f6r\u00fcn\u00fcm g\u00fcncellemesine de yer verilen analizde, k\u00fcresel b\u00fcy\u00fcme tahmininin 2026 y\u0131l\u0131 i\u00e7in a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edildi\u011fi, 2027 y\u0131l\u0131 beklentisinin ise y\u00fckseltildi\u011fi belirtildi. Analizde, enerji maliyetlerinin k\u0131sa vadede b\u00fcy\u00fcmeyi bask\u0131lad\u0131\u011f\u0131, buna kar\u015f\u0131n yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n \u00f6zellikle ABD ve Asya ekonomilerini destekledi\u011fi ifade edilirken, IMF\u2019nin k\u00fcresel dezenflasyon s\u00fcrecinin durdu\u011fu ve enerji fiyatlar\u0131 nedeniyle enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn yeniden bozuldu\u011fu g\u00f6r\u00fc\u015f\u00fcn\u00fc payla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Analizde, IMF\u2019nin T\u00fcrkiye ekonomisine ili\u015fkin 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminini d\u00fc\u015f\u00fcr\u00fcrken 2027 beklentisini s\u0131n\u0131rl\u0131 \u015fekilde yukar\u0131 y\u00f6nl\u00fc revize etti\u011fi belirtilerek, bu de\u011fi\u015fiklikte i\u00e7 talepte yava\u015flama, y\u00fcksek enerji maliyetleri ve s\u0131k\u0131 finansal ko\u015fullar\u0131n etkili oldu\u011fu ifade edildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n dezenflasyon program\u0131n\u0131n b\u00fcy\u00fcme \u00fczerindeki yava\u015flat\u0131c\u0131 etkisinin uluslararas\u0131 kurulu\u015flar taraf\u0131ndan da \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcne i\u015faret etti\u011fi de\u011ferlendirildi.<\/p>\n
A1 Capital analizinde ayr\u0131ca, \u00f6nce MSCI\u2019\u0131n ard\u0131ndan S&P Dow Jones Indices\u2019in T\u00fcrkiye piyasas\u0131na ili\u015fkin yapt\u0131\u011f\u0131 de\u011ferlendirmelerin uluslararas\u0131 yat\u0131r\u0131mc\u0131 alg\u0131s\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 vurguland\u0131. SP\u2019nin T\u00fcrkiye\u2019yi izleme listesine almas\u0131n\u0131n piyasa eri\u015filebilirli\u011fi, hisse sahipli\u011fi \u015feffafl\u0131\u011f\u0131 ve d\u00fczenleyici uygulamalara ili\u015fkin soru i\u015faretlerini g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 belirtilen analizde, mevcut a\u015famada herhangi bir endeks de\u011fi\u015fikli\u011fi bulunmasa da \u00f6n\u00fcm\u00fczdeki bir y\u0131ll\u0131k s\u00fcrecin kritik oldu\u011fu kaydedildi.<\/p>\n
Analizde, olas\u0131 bir endeks de\u011fi\u015fikli\u011finin pasif fon \u00e7\u0131k\u0131\u015flar\u0131na neden olabilece\u011fi, aktif yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye\u2019ye y\u00f6nelik risk alg\u0131s\u0131n\u0131 art\u0131rabilece\u011fi ve Borsa \u0130stanbul\u2019daki iskonto g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn uzun s\u00fcre devam etmesine yol a\u00e7abilece\u011fi ifade edildi. De\u011ferlendirmede, uluslararas\u0131 sermaye giri\u015flerinin kal\u0131c\u0131 \u015fekilde g\u00fc\u00e7lenmesi i\u00e7in makroekonomik g\u00f6stergelerdeki iyile\u015fmenin yan\u0131 s\u0131ra piyasa altyap\u0131s\u0131, kurumsal y\u00f6neti\u015fim ve yat\u0131r\u0131mc\u0131 g\u00fcveninin de belirleyici olaca\u011f\u0131 vurguland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 9 Temmuz (Hibya)- A1 Capital, Orta Do\u011fu\u2019da artan jeopolitik gerilim, ABD Merkez Bankas\u0131n\u0131n (Fed) faiz g\u00f6r\u00fcn\u00fcm\u00fc ve uluslararas\u0131 endeks sa\u011flay\u0131c\u0131lar\u0131n\u0131n T\u00fcrkiye\u2019ye y\u00f6nelik de\u011ferlendirmelerinin k\u00fcresel ve yurt i\u00e7i piyasalar a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":111918,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-111917","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111917","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=111917"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111918"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"