{"id":111945,"date":"2026-07-09T09:15:07","date_gmt":"2026-07-09T06:15:07","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/jeopolitik-gelismeler-bist-100-ve-kuresel-piyasalarda-risk-istahini-baskiliyor"},"modified":"2026-07-09T09:15:07","modified_gmt":"2026-07-09T06:15:07","slug":"jeopolitik-gelismeler-bist-100-ve-kuresel-piyasalarda-risk-istahini-baskiliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/jeopolitik-gelismeler-bist-100-ve-kuresel-piyasalarda-risk-istahini-baskiliyor\/","title":{"rendered":"Jeopolitik geli\u015fmeler BIST 100 ve k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor"},"content":{"rendered":"<p>Marba\u015f Menkul De\u011ferler&#8217;in g\u00fcnl\u00fck b\u00fclteninde, BIST 100 endeksinin 14.200 puan b\u00f6lgesi etraf\u0131nda tutunma \u00e7abas\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi. NATO Zirvesi kapsam\u0131nda F-35 program\u0131, CAATSA yapt\u0131r\u0131mlar\u0131 ve savunma sanayii i\u015f birli\u011fine y\u00f6nelik olumlu mesajlar al\u0131nmas\u0131na ra\u011fmen, zirvenin ikinci g\u00fcn\u00fcnde ABD-\u0130ran hatt\u0131nda yeniden y\u00fckselen jeopolitik tansiyonun k\u00fcresel risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131 ve yurt i\u00e7i piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>B\u00fcltende, MSCI&#8217;\u0131n ard\u0131ndan S&amp;P Dow Jones Indices&#8217;\u0131n da T\u00fcrkiye&#8217;yi olas\u0131 piyasa s\u0131n\u0131fland\u0131rma de\u011fi\u015fikli\u011fi nedeniyle izleme listesine almas\u0131n\u0131n yabanc\u0131 yat\u0131r\u0131mc\u0131 alg\u0131s\u0131n\u0131 olumsuz etkileyen unsurlar aras\u0131nda yer ald\u0131\u011f\u0131 kaydedildi.\u00a0<\/p>\n<p>Teknik a\u00e7\u0131dan 14.200 seviyesinin k\u0131sa vadede kritik e\u015fik olarak takip edilmeye devam edildi\u011fi belirtilirken, bu seviyenin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanamamas\u0131 halinde 14.000 puan seviyesinin destek olarak \u00f6ne \u00e7\u0131kabilece\u011fi aktar\u0131ld\u0131. NATO Zirvesi&#8217;nden gelen olumlu mesajlar\u0131n jeopolitik geli\u015fmeler nedeniyle k\u0131sa vadede fiyatlamalara yans\u0131makta zorland\u0131\u011f\u0131 de\u011ferlendirilirken, endeks a\u00e7\u0131s\u0131ndan 14.200 ve olas\u0131 geri \u00e7ekilmelerde 14.000 seviyelerinin yak\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n<p>Raporda, ABD piyasalar\u0131nda jeopolitik risklerin g\u00f6lgesinde vadeli endekslerde s\u0131n\u0131rl\u0131 toparlanma \u00e7abas\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. ABD&#8217;nin \u0130ran&#8217;a y\u00f6nelik ikinci g\u00fcn\u00fcnde de hava sald\u0131r\u0131lar\u0131n\u0131 s\u00fcrd\u00fcrmesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 risklerin devam etmesinin petrol fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131, Brent petrol\u00fcn 78 dolar seviyesine y\u00fckseldi\u011fi kaydedildi.<\/p>\n<p>B\u00fcltende, piyasalar\u0131n oda\u011f\u0131nda ABD Merkez Bankas\u0131&#8217;n\u0131n yay\u0131mlad\u0131\u011f\u0131 FOMC toplant\u0131 tutanaklar\u0131n\u0131n yer ald\u0131\u011f\u0131 ifade edildi. Tutanaklarda t\u00fcm \u00fcyelerin faiz oranlar\u0131n\u0131n sabit tutulmas\u0131n\u0131 destekledi\u011fi, baz\u0131 \u00fcyelerin ise faiz art\u0131\u015f\u0131 i\u00e7in uygun zeminin olu\u015fabilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131ld\u0131. Fed personelinin 2026 ve 2027 y\u0131llar\u0131na ili\u015fkin enflasyon tahminlerini yukar\u0131 y\u00f6nl\u00fc, b\u00fcy\u00fcme beklentilerini ise a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fi belirtildi.<\/p>\n<p>Raporda ayr\u0131ca, tarifeler, y\u00fckselen enerji fiyatlar\u0131, Orta Do\u011fu&#8217;daki jeopolitik geli\u015fmeler ve g\u00fc\u00e7l\u00fc yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n enflasyon \u00fczerinde yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturdu\u011funun vurguland\u0131\u011f\u0131 ifade edildi. Yapay zekan\u0131n sa\u011flayaca\u011f\u0131 verimlilik art\u0131\u015flar\u0131n\u0131n ise uzun vadede \u00fcretim maliyetlerini d\u00fc\u015f\u00fcrerek enflasyonu s\u0131n\u0131rlayabilece\u011finin de\u011ferlendirildi\u011fi kaydedildi. FOMC tutanaklar\u0131n\u0131n faiz indirimi beklentilerini desteklemekten uzak, g\u00f6rece \u015fahin mesajlar i\u00e7erdi\u011fi de\u011ferlendirilirken, jeopolitik geli\u015fmeler, enerji fiyatlar\u0131n\u0131n seyri ve Fed&#8217;e ili\u015fkin beklentilerin k\u0131sa vadede k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde belirleyici olmay\u0131 s\u00fcrd\u00fcrece\u011fi ifade edildi.<\/p>\n<p>Asya-Pasifik piyasalar\u0131nda ise teknoloji hisselerine gelen al\u0131mlar\u0131n deste\u011fiyle pozitif g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilen raporda, \u00f6zellikle yar\u0131 iletken sekt\u00f6r\u00fcndeki toparlanman\u0131n Japonya ve G\u00fcney Kore borsalar\u0131n\u0131 yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131 aktar\u0131ld\u0131.\u00a0<\/p>\n<p>\u00c7in&#8217;de haziran ay\u0131 ayl\u0131k t\u00fcketici fiyat endeksinin eksi y\u00fczde 0,3 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fmesinin i\u00e7 talep ve deflasyonist bask\u0131lara ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 ifade edildi. Buna kar\u015f\u0131n ABD-\u0130ran geriliminin yeniden t\u0131rmanmas\u0131yla petrol fiyatlar\u0131n\u0131n \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc g\u00fcnde de y\u00fckselmesinin enflasyon endi\u015felerini art\u0131rarak tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131na neden oldu\u011fu kaydedildi. Raporda, yat\u0131r\u0131mc\u0131lar\u0131n enerji fiyatlar\u0131ndaki y\u00fckseli\u015fin k\u00fcresel enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne etkileri ile Fed&#8217;in faiz patikas\u0131na ili\u015fkin beklentilere y\u00f6n verecek geli\u015fmeleri yak\u0131ndan izlemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 9 Temmuz (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, ABD-\u0130ran hatt\u0131nda yeniden y\u00fckselen jeopolitik gerilimin k\u00fcresel risk i\u015ftah\u0131n\u0131 bask\u0131lamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc, BIST 100 endeksinde ise 14.200 seviyesinin k\u0131sa vadede kritik \u00f6nemini korudu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":111946,"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-111945","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\/111945","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=111945"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111945\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111946"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}