{"id":111963,"date":"2026-07-09T09:30:37","date_gmt":"2026-07-09T06:30:37","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/orta-dogu-gerilimi-asya-piyasalarinda-temkinli-gorunumu-one-cikardi"},"modified":"2026-07-09T09:30:37","modified_gmt":"2026-07-09T06:30:37","slug":"orta-dogu-gerilimi-asya-piyasalarinda-temkinli-gorunumu-one-cikardi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/orta-dogu-gerilimi-asya-piyasalarinda-temkinli-gorunumu-one-cikardi\/","title":{"rendered":"Orta Do\u011fu gerilimi Asya piyasalar\u0131nda temkinli g\u00f6r\u00fcn\u00fcm\u00fc \u00f6ne \u00e7\u0131kard\u0131"},"content":{"rendered":"

Halk Yat\u0131r\u0131m’\u0131n g\u00fcnl\u00fck b\u00fclteninde, Asya piyasalar\u0131nda bu sabah teknoloji hisselerinde toparlanma g\u00f6r\u00fclmesine kar\u015f\u0131n, Orta Do\u011fu’da yeniden y\u00fckselen gerilimin petrol fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131mas\u0131n\u0131n piyasalarda kar\u0131\u015f\u0131k seyre neden oldu\u011fu belirtildi.\u00a0<\/p>\n

ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran ile ge\u00e7ici anla\u015fman\u0131n sona erdi\u011fini a\u00e7\u0131klamas\u0131 ve ABD’nin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131 sa\u011flamak amac\u0131yla \u0130ran’a ikinci g\u00fcn de hava sald\u0131r\u0131lar\u0131 d\u00fczenlemesinin enerji arz\u0131na y\u00f6nelik endi\u015feleri art\u0131rd\u0131\u011f\u0131 ifade edildi. Trump’\u0131n \u00e7at\u0131\u015fmalar\u0131n yeniden tam kapsaml\u0131 bir sava\u015fa d\u00f6n\u00fc\u015fmesini beklemedi\u011fini s\u00f6ylemesinin ise piyasalardaki risk alg\u0131s\u0131n\u0131 bir miktar dengeledi\u011fi bilgisi verildi.<\/p>\n

B\u00fcltende, son d\u00f6nemde sert sat\u0131\u015flar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc yar\u0131 iletken hisselerinde toparlanma e\u011filiminin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi. SK Hynix’in ABD’de ger\u00e7ekle\u015ftirdi\u011fi yakla\u015f\u0131k 28 milyar dolarl\u0131k hisse sat\u0131\u015f\u0131na gelen talebin arz\u0131n yedi kat\u0131n\u0131 a\u015fmas\u0131n\u0131n, yapay zeka altyap\u0131s\u0131na y\u00f6nelik yat\u0131r\u0131m i\u015ftah\u0131n\u0131n g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fini g\u00f6sterdi\u011fi belirtildi. \u015eirketin yeni \u00fcretim kapasitesini finanse etmeyi ama\u00e7layan bu i\u015flemin, yat\u0131r\u0131mc\u0131lar\u0131n yapay zeka temal\u0131 b\u00fcy\u00fcme hikayesine olan g\u00fcvenini destekleyen geli\u015fmeler aras\u0131nda yer ald\u0131\u011f\u0131 ifade edildi.<\/p>\n

Makroekonomik tarafta Japonya tahvil piyasas\u0131nda uzun vadeli faizlerin 1996’dan bu yana en y\u00fcksek seviyelerine y\u00fckseldi\u011fi belirtilen b\u00fcltende, getiri e\u011frisindeki belirgin dikle\u015fmenin yat\u0131r\u0131mc\u0131lar\u0131n geni\u015fleyici maliye politikalar\u0131 ve y\u00fcksek kamu harcamalar\u0131n\u0131n enflasyonu kontrol alt\u0131na almay\u0131 zorla\u015ft\u0131rabilece\u011fi y\u00f6n\u00fcndeki endi\u015felerini yans\u0131tt\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu g\u00f6r\u00fcn\u00fcm\u00fcn, Japonya Merkez Bankas\u0131’n\u0131n enflasyonun gerisinde kalabilece\u011fi alg\u0131s\u0131n\u0131 da g\u00fc\u00e7lendirdi\u011fi kaydedildi.<\/p>\n

Raporda, \u00c7in’de haziran ay\u0131nda \u00fcretici fiyat endeksinin y\u0131ll\u0131k y\u00fczde 4,1 ile son d\u00f6rt y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131, t\u00fcketici enflasyonunun ise y\u00fczde 1’e gerileyerek i\u00e7 talepteki zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fi ifade edildi. Artan \u00fcretim maliyetlerine ra\u011fmen \u00fcreticilerin bu maliyetleri nihai fiyatlara yans\u0131tmakta zorlanmas\u0131n\u0131n \u00c7in ekonomisindeki dengesiz toparlanman\u0131n devam etti\u011fine i\u015faret etti\u011fi belirtildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn, \u00c7in Merkez Bankas\u0131’n\u0131n gerekti\u011finde ilave destekleyici ad\u0131mlar atabilmesi i\u00e7in para politikas\u0131 alan\u0131n\u0131 korudu\u011fu de\u011ferlendirilirken, yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik geli\u015fmeler ile k\u00fcresel enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yak\u0131ndan izlemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n

B\u00fcltende, ABD vadeli endekslerinde pozitif seyrin izlendi\u011fi belirtilirken, bug\u00fcn ABD’de 4 Temmuz haftas\u0131na ili\u015fkin ilk i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ve devam eden ba\u015fvurular, haziran ay\u0131 mevcut konut sat\u0131\u015flar\u0131 ile ABD Merkez Bankas\u0131 yetkilileri Williams ve Logan’\u0131n konu\u015fmalar\u0131n\u0131n takip edilece\u011fi ifade edildi. \u0130lk i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 215 binden 218 bine, devam eden ba\u015fvurular\u0131n ise 1,814 milyondan 1,815 milyona y\u00fckselmesinin beklendi\u011fi kaydedildi. Mevcut konut sat\u0131\u015flar\u0131n\u0131n ise 4,17 milyon adetten 4,20 milyon adede \u00e7\u0131kmas\u0131n\u0131n ve ayl\u0131k bazda y\u00fczde 0,9 art\u0131\u015f g\u00f6stermesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc bildirildi.<\/p>\n

Raporda ayr\u0131ca, Euro B\u00f6lgesi’nde haziran ay\u0131na ili\u015fkin Avrupa Merkez Bankas\u0131 toplant\u0131 tutanaklar\u0131n\u0131n takip edilece\u011fi belirtilirken, tutanaklarda faiz g\u00f6r\u00fcn\u00fcm\u00fc ve enflasyon de\u011ferlendirmelerine ili\u015fkin verilecek mesajlar\u0131n piyasalar a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 9 Temmuz (Hibya) \u2013 Halk Yat\u0131r\u0131m, Orta Do\u011fu’da yeniden t\u0131rmanan gerilim ve y\u00fckselen petrol fiyatlar\u0131n\u0131n Asya piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131, teknoloji hisselerindeki toparlanman\u0131n ise kay\u0131plar\u0131 dengeledi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":111964,"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-111963","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\/111963","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=111963"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111964"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}