{"id":112187,"date":"2026-07-09T14:30:07","date_gmt":"2026-07-09T11:30:07","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/jeopolitik-risklere-ragmen-kuresel-piyasalarda-toparlanma-sinyali"},"modified":"2026-07-09T14:30:07","modified_gmt":"2026-07-09T11:30:07","slug":"jeopolitik-risklere-ragmen-kuresel-piyasalarda-toparlanma-sinyali","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/09\/jeopolitik-risklere-ragmen-kuresel-piyasalarda-toparlanma-sinyali\/","title":{"rendered":"Jeopolitik risklere ra\u011fmen k\u00fcresel piyasalarda toparlanma sinyali"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m&#8217;\u0131n Uluslararas\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni&#8217;nde, k\u00fcresel piyasalarda jeopolitik geli\u015fmelerin etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 ve petrol fiyatlar\u0131ndaki geri \u00e7ekilmeyle birlikte risk i\u015ftah\u0131n\u0131n yeniden toparland\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Analize g\u00f6re, Amerika Birle\u015fik Devletleri (ABD)nin \u0130ran&#8217;a y\u00f6nelik ikinci g\u00fcn \u00fcst \u00fcste ger\u00e7ekle\u015ftirdi\u011fi sald\u0131r\u0131lar Orta Do\u011fu&#8217;daki tansiyonu y\u00fcksek tutsa da Brent petrol fiyat\u0131n\u0131n sert y\u00fckseli\u015fin ard\u0131ndan 77 dolar seviyelerine gerilemesi piyasalarda daha dengeli bir g\u00f6r\u00fcn\u00fcm olu\u015fmas\u0131n\u0131 sa\u011flad\u0131.<\/p>\n<p>Raporda, yat\u0131r\u0131mc\u0131lar\u0131n ABD ile \u0130ran aras\u0131nda tam kapsaml\u0131 bir sava\u015f ihtimalinin d\u00fc\u015f\u00fck oldu\u011fu ve taraflar\u0131n yeniden diplomasiye y\u00f6nelebilece\u011fi beklentisiyle hareket etti\u011fi ifade edildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn tahvil piyasalar\u0131ndaki bask\u0131y\u0131 hafifletti\u011fi, ABD iki y\u0131ll\u0131k tahvil faizinde s\u0131n\u0131rl\u0131 gerileme ya\u015fand\u0131\u011f\u0131 ve dolar\u0131n yatay seyretti\u011fi kaydedildi.<\/p>\n<p>\u00d6te yandan enerji fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n enflasyon beklentilerini art\u0131rabilece\u011fine dikkat \u00e7ekilen analizde, bu durumun ABD Merkez Bankas\u0131 (Fed) i\u00e7inde daha s\u0131k\u0131 para politikas\u0131 savunan \u00fcyelerin elini g\u00fc\u00e7lendirebilece\u011fi de\u011ferlendirildi. Piyasalar\u0131n gelecek hafta a\u00e7\u0131klanacak ABD enflasyon verileri ile Fed Ba\u015fkan\u0131 Kevin Warsh&#8217;\u0131n Kongre&#8217;de yapaca\u011f\u0131 konu\u015fmaya odakland\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Avrupa piyasalar\u0131nda ise \u00fc\u00e7 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan toparlanma g\u00f6r\u00fcld\u00fc. STOXX 50 ve STOXX 600 endekslerinde y\u00fckseli\u015f ya\u015fan\u0131rken, teknoloji ve yar\u0131 iletken hisseleri pozitif performans sergiledi. SK Hynix&#8217;in ABD&#8217;deki hisse sat\u0131\u015f\u0131na gelen g\u00fc\u00e7l\u00fc talebin ard\u0131ndan ASML, Infineon ve STMicroelectronics gibi \u015firket hisselerinde al\u0131mlar\u0131n h\u0131z kazand\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>\u015eirket haberlerinde ise AstraZeneca&#8217;n\u0131n geli\u015ftirdi\u011fi kalp ilac\u0131n\u0131n Faz 3 \u00e7al\u0131\u015fmas\u0131nda hedeflenen ba\u015far\u0131ya ula\u015f\u0131lamamas\u0131 nedeniyle hisselerinin de\u011fer kaybetti\u011fi aktar\u0131ld\u0131. Benzer \u015fekilde Levi Strauss&#8217;un beklentilerin \u00fczerinde finansal sonu\u00e7lar a\u00e7\u0131klamas\u0131na ra\u011fmen y\u0131l sonu beklentilerinin temkinli kalmas\u0131 nedeniyle hisselerinde d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Emtia taraf\u0131nda Brent petrolde 76,46 dolar seviyesinin k\u0131sa vadede \u00f6nemli destek, 79,05 dolar seviyesinin ise kritik diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edilirken, ons alt\u0131nda 4.290 dolar seviyesinin a\u015f\u0131lmas\u0131n\u0131n yukar\u0131 y\u00f6nl\u00fc hareket a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>Raporda ayr\u0131ca, S&amp;P 500 vadeli kontratlar\u0131nda teknik g\u00f6r\u00fcn\u00fcm\u00fcn pozitif oldu\u011fu, 7.552 puan seviyesinin ilk diren\u00e7, 7.452 puan\u0131n ise \u00f6nemli destek konumunda bulundu\u011fu de\u011ferlendirmesine yer verildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 9 Temmuz (Hibya)- Gedik Yat\u0131r\u0131m analizine g\u00f6re, Orta Do\u011fu kaynakl\u0131 jeopolitik risklerin etkisi k\u0131sa s\u00fcreli sat\u0131\u015f bask\u0131s\u0131 olu\u015ftururken, petrol fiyatlar\u0131ndaki gerileme k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131 yeniden destekledi. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 ise ABD enflasyon verileri ve Fed Ba\u015fkan\u0131&#8217;n\u0131n a\u00e7\u0131klamalar\u0131na \u00e7evrildi.<\/p>\n","protected":false},"author":1,"featured_media":112188,"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-112187","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\/112187","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=112187"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/112187\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/112188"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=112187"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=112187"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=112187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}