{"id":112647,"date":"2026-07-10T10:00:03","date_gmt":"2026-07-10T07:00:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/10\/jeopolitik-riskler-ve-kuresel-belirsizlikler-piyasalarin-odaginda"},"modified":"2026-07-10T10:00:03","modified_gmt":"2026-07-10T07:00:03","slug":"jeopolitik-riskler-ve-kuresel-belirsizlikler-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/10\/jeopolitik-riskler-ve-kuresel-belirsizlikler-piyasalarin-odaginda\/","title":{"rendered":"Jeopolitik riskler ve k\u00fcresel belirsizlikler piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 haftal\u0131k piyasa b\u00fclteninde k\u00fcresel piyasalarda jeopolitik risklerin yeniden \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve artan belirsizliklerin yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n<p>Rapora g\u00f6re, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n \u0130ran&#8217;a y\u00f6nelik a\u00e7\u0131klamalar\u0131 ve ABD ile \u0130ran aras\u0131nda yeniden y\u00fckselen gerilim, petrol fiyatlar\u0131nda sert y\u00fckseli\u015fe neden olurken k\u00fcresel borsalarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131. Ayn\u0131 d\u00f6nemde tahvil faizleri y\u00fckselirken, merkez bankalar\u0131n\u0131n faiz art\u0131r\u0131m\u0131 beklentileri de g\u00fc\u00e7 kazand\u0131.<\/p>\n<p>B\u00fcltende, teknoloji hisselerinde Asya kaynakl\u0131 sat\u0131\u015flar\u0131n da dikkat \u00e7ekti\u011fi belirtilirken, Samsung&#8217;un finansal sonu\u00e7lar\u0131n\u0131n ard\u0131ndan G\u00fcney Kore borsas\u0131nda ba\u015flayan sat\u0131\u015flar\u0131n, \u00c7in&#8217;in yerli yapay zeka \u00e7ipi geli\u015ftirece\u011fine y\u00f6nelik haberlerle di\u011fer teknoloji endekslerine de yay\u0131ld\u0131\u011f\u0131 ifade edildi. Ayr\u0131ca Fed&#8217;in toplant\u0131 tutanaklar\u0131nda yapay zeka kaynakl\u0131 talebin enflasyon \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilece\u011fine ili\u015fkin de\u011ferlendirmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n<p>T\u00fcrkiye cephesinde ise Ankara&#8217;da d\u00fczenlenen NATO Zirvesi ile T\u00fcrkiye-ABD diplomatik temaslar\u0131n\u0131n piyasalar \u00fczerinde etkili oldu\u011fu vurguland\u0131. Raporda, F-35 program\u0131 ve CAATSA yapt\u0131r\u0131mlar\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131n yak\u0131ndan izlendi\u011fi belirtilirken, uluslararas\u0131 kurulu\u015flar\u0131n T\u00fcrkiye ekonomisine y\u00f6nelik de\u011ferlendirmelerinin de TL varl\u0131klar\u0131nda fiyatlamalar\u0131 etkiledi\u011fi kaydedildi.<\/p>\n<p>Alnus Yat\u0131r\u0131m, \u00f6n\u00fcm\u00fczdeki hafta yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle ABD-\u0130ran gerilimine ili\u015fkin geli\u015fmelerin yan\u0131 s\u0131ra ABD ve Euro B\u00f6lgesi enflasyon verileri, \u00c7in ve \u0130ngiltere b\u00fcy\u00fcme rakamlar\u0131 ile merkez bankalar\u0131n\u0131n faiz politikalar\u0131na ili\u015fkin beklentileri yak\u0131ndan izleyece\u011fini belirtti.<\/p>\n<p>Yurt i\u00e7inde ise T\u00fcrkiye&#8217;nin cari i\u015flemler dengesi, b\u00fct\u00e7e verileri, konut sat\u0131\u015flar\u0131 ve 17 Temmuz&#8217;da a\u00e7\u0131klanmas\u0131 beklenen Fitch kredi notu de\u011ferlendirmesinin piyasalar\u0131n g\u00fcndeminde olaca\u011f\u0131 ifade edildi.<\/p>\n<p>Teknik de\u011ferlendirmede BIST 100 endeksi i\u00e7in 14.000 ve 13.600 seviyeleri \u00f6nemli destek olarak \u00f6ne \u00e7\u0131kar\u0131l\u0131rken, yukar\u0131 y\u00f6nl\u00fc hareketlerde 14.160 ve 14.600 seviyelerinin diren\u00e7 konumunda bulundu\u011fu aktar\u0131ld\u0131. V\u0130OP BIST30 yak\u0131n vadeli kontratta ise 17.795 ve 18.025 seviyeleri diren\u00e7, 17.220 ve 16.850 seviyeleri ise destek olarak takip ediliyor.<\/p>\n<p>B\u00fcltende ayr\u0131ca, ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131n yakla\u015fmas\u0131yla birlikte Borsa \u0130stanbul&#8217;da hisse bazl\u0131 fiyat hareketlerinin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde daha belirgin hale gelebilece\u011fi de\u011ferlendirmesine yer verildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 10 Temmuz (Hibya) &#8211; Alnus Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 haftal\u0131k piyasa b\u00fclteninde k\u00fcresel piyasalarda jeopolitik risklerin yeniden \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve artan belirsizliklerin yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":112648,"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-112647","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\/112647","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=112647"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/112647\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/112648"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=112647"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=112647"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=112647"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}