Bizim Menkul De\u011ferler A.\u015e. taraf\u0131ndan yay\u0131mlanan haftal\u0131k piyasa b\u00fclteninde, yurt i\u00e7i ve k\u00fcresel piyasalarda haftaya damga vuran ekonomik veriler, merkez bankalar\u0131n\u0131n mesajlar\u0131 ve jeopolitik geli\u015fmeler ayr\u0131nt\u0131l\u0131 \u015fekilde ele al\u0131nd\u0131.<\/p>\n
Raporda, BIST100 Endeksi’nin haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne y\u00fczde 0,51 art\u0131\u015fla 14.491,23 puandan ba\u015flad\u0131\u011f\u0131, g\u00fcn\u00fc ise y\u00fczde 0,05 y\u00fckseli\u015fle 14.424,54 puanda tamamlad\u0131\u011f\u0131 belirtildi. Bankac\u0131l\u0131k Endeksi’nin y\u00fczde 0,07 de\u011fer kazan\u0131rken S\u0131nai Endeks’in y\u00fczde 0,36 geriledi\u011fi aktar\u0131ld\u0131. T\u00fcrkiye’nin 2 y\u0131ll\u0131k tahvil faizinin 8 baz puan art\u0131\u015fla y\u00fczde 40,29’a, 10 y\u0131ll\u0131k tahvil faizinin ise 7 baz puan y\u00fckseli\u015fle y\u00fczde 33,30 seviyesine \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Dolar\/TL’nin 46,77-46,83, Euro\/TL’nin ise 53,44-53,62 band\u0131nda hareket etti\u011fi, T\u00fcrkiye’nin 5 y\u0131l vadeli CDS priminin 220 seviyesinde ger\u00e7ekle\u015fti\u011fi kaydedildi.<\/p>\n
B\u00fcltende, T\u00dc\u0130K verilerine g\u00f6re mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE’nin haziran ay\u0131nda y\u00fczde 1,75 artt\u0131\u011f\u0131, \u00f6nceki verinin y\u00fczde 1,88 oldu\u011fu belirtildi. TCMB’nin Haziran Ay\u0131 Fiyat Geli\u015fmeleri Raporu’na da yer verilen de\u011ferlendirmede, t\u00fcketici fiyatlar\u0131n\u0131n ayl\u0131k y\u00fczde 0,99 artt\u0131\u011f\u0131, y\u0131ll\u0131k enflasyonun ise 0,50 puan gerileyerek y\u00fczde 32,11’e d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131. Raporda enerji fiyatlar\u0131n\u0131n gerilemesinde uluslararas\u0131 petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015fe ba\u011fl\u0131 olarak akaryak\u0131t fiyatlar\u0131n\u0131n may\u0131s ay\u0131na g\u00f6re y\u00fczde 4 azalmas\u0131n\u0131n belirleyici oldu\u011fu, elektrik fiyatlar\u0131n\u0131n ayl\u0131k y\u00fczde 2,69, do\u011falgaz fiyatlar\u0131n\u0131n ise y\u00fczde 2,09 artt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bizim Menkul, NATO Genel Sekreteri Mark Rutte’nin T\u00fcrkiye’nin 1952’den bu yana ittifak\u0131n en b\u00fcy\u00fck askeri g\u00fc\u00e7lerinden biri oldu\u011funu belirtti\u011fini ve T\u00fcrk savunma sanayisinin NATO’nun ihtiya\u00e7lar\u0131na \u00f6nemli katk\u0131lar sundu\u011funu s\u00f6yledi\u011fini aktard\u0131.<\/p>\n
Raporda, MSCI Inc.’in yat\u0131r\u0131m yap\u0131labilirli\u011fe ili\u015fkin endi\u015fe duyulan T\u00fcrk hisselerini \u015firket baz\u0131nda de\u011ferlendirmeyi s\u00fcrd\u00fcrece\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 belirtilirken, serbest dola\u015f\u0131mdaki pay oranlar\u0131n\u0131n yeniden g\u00f6zden ge\u00e7irilebilece\u011fi ve baz\u0131 hisselerin “fiili dola\u015f\u0131m d\u0131\u015f\u0131” olarak yeniden s\u0131n\u0131fland\u0131r\u0131labilece\u011finin bildirildi\u011fi kaydedildi.<\/p>\n
K\u00fcresel geli\u015fmeler kapsam\u0131nda ABD Ba\u015fkan\u0131 Donald Trump’\u0131n Ukrayna’daki sava\u015f\u0131n sona ermesine y\u00f6nelik \u00e7\u00f6z\u00fcm\u00fcn “insanlar\u0131n d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcnden daha yak\u0131n” oldu\u011funu s\u00f6yledi\u011fi aktar\u0131ld\u0131. ABD’de S&P Global hizmet PMI’n\u0131n haziranda 51,2’ye, bile\u015fik PMI’n\u0131n ise 51,9’a y\u00fckseldi\u011fi, buna kar\u015f\u0131n ISM hizmet PMI’n\u0131n 54,0 seviyesine geriledi\u011fi ifade edildi. Euro B\u00f6lgesi’nde \u00fcretici fiyat endeksinin may\u0131sta ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 5,9 artt\u0131\u011f\u0131, perakende sat\u0131\u015flar\u0131n ise ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 1,6 y\u00fckseldi\u011fi belirtildi.<\/p>\n
Sal\u0131 g\u00fcn\u00fcne ili\u015fkin de\u011ferlendirmede, Hazine ve Maliye Bakanl\u0131\u011f\u0131 verilerine g\u00f6re hazinenin haziran ay\u0131nda 50 milyar 759 milyon lira nakit fazlas\u0131 verdi\u011fi bildirildi. ABD’nin may\u0131s ay\u0131 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n ayl\u0131k bazda y\u00fczde 42,2 artarak 77,6 milyar dolara y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131’n\u0131n (CENTCOM), ticari gemilere y\u00f6nelik sald\u0131r\u0131lar nedeniyle \u0130ran’a hava operasyonu d\u00fczenledi\u011fini duyurdu\u011fu belirtildi. A\u00e7\u0131klamaya g\u00f6re \u0130ran’\u0131n hava savunma sistemleri, komuta ve kontrol a\u011flar\u0131, k\u0131y\u0131 radarlar\u0131, gemisavar f\u00fcze kabiliyetleri ile H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki 60’tan fazla Devrim Muhaf\u0131zlar\u0131 teknesinin hedef al\u0131nd\u0131\u011f\u0131 ifade edildi. Petrol fiyatlar\u0131n\u0131n da ABD’nin \u0130ran’a y\u00f6nelik sald\u0131r\u0131lar\u0131 ve yapt\u0131r\u0131mlar\u0131n yeniden devreye al\u0131nmas\u0131n\u0131n ard\u0131ndan yakla\u015f\u0131k y\u00fczde 2 y\u00fckseldi\u011fi kaydedildi. \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Arak\u00e7i’nin ise \u00fclkesine y\u00f6nelik tehditlerin s\u00fcrmesi halinde nihai anla\u015fma m\u00fczakerelerinin ba\u015flamayaca\u011f\u0131n\u0131 s\u00f6yledi\u011fi aktar\u0131ld\u0131. Almanya’da sanayi \u00fcretiminin may\u0131sta ayl\u0131k y\u00fczde 0,9 artt\u0131\u011f\u0131, y\u0131ll\u0131k bazda ise de\u011fi\u015fmedi\u011fi belirtildi.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fcne ili\u015fkin b\u00f6l\u00fcmde, IMF’nin T\u00fcrkiye’nin 2026 y\u0131l\u0131 b\u00fcy\u00fcme beklentisini y\u00fczde 3,4’ten y\u00fczde 2,9’a d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fc, buna kar\u015f\u0131n 2027 y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 3,2’den y\u00fczde 3,4’e y\u00fckseltti\u011fi ifade edildi. Kurulu\u015fun, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki gerilimin risk olu\u015fturmaya devam etti\u011fini ancak kal\u0131c\u0131 bar\u0131\u015f\u0131n k\u00fcresel ticareti destekleyebilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Fed’in 16-17 Haziran tarihli FOMC toplant\u0131 tutanaklar\u0131nda i\u015f g\u00fcc\u00fc piyasas\u0131na y\u00f6nelik endi\u015felerin azal\u0131rken enflasyona ili\u015fkin kayg\u0131lar\u0131n artt\u0131\u011f\u0131n\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtilen raporda, fiyat istikrar\u0131na y\u00f6nelik yukar\u0131 y\u00f6nl\u00fc risklerin y\u00fcksek kalmaya devam etti\u011finin vurguland\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bizim Menkul, Donald Trump’\u0131n \u0130ran’\u0131n ABD ile anla\u015fma yapmay\u0131 \u00e7ok istedi\u011fini s\u00f6yledi\u011fini, ancak \u0130ran’\u0131n anla\u015fmaya ba\u011fl\u0131 kal\u0131p kalmayaca\u011f\u0131 konusunda \u015f\u00fcphe duydu\u011funu aktard\u0131. CENTCOM’un da 7-8 Temmuz tarihlerinde yakla\u015f\u0131k 170 \u0130ran askeri hedefinin vuruldu\u011funu a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gemi trafi\u011finin ABD sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan neredeyse durma noktas\u0131na geldi\u011fi ifade edilirken, Avrupa Merkez Bankas\u0131 Y\u00f6netim Konseyi \u00dcyesi Joachim Nagel’in Orta Do\u011fu’daki geli\u015fmeler nedeniyle enflasyon risklerinin yeniden y\u00fckselebilece\u011fini ve yeni bir faiz art\u0131\u015f\u0131na ihtiya\u00e7 duyulabilece\u011fini s\u00f6yledi\u011fi kaydedildi. \u0130ranl\u0131 yetkililerin ise ABD sald\u0131r\u0131lar\u0131na kar\u015f\u0131 sert a\u00e7\u0131klamalarda bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Per\u015fembe g\u00fcn\u00fcne ili\u015fkin de\u011ferlendirmede, TCMB verilerine g\u00f6re 3 Temmuz haftas\u0131nda br\u00fct rezervlerin 10,5 milyar dolar art\u0131\u015fla 159,7 milyar dolara, net rezervlerin ise 55 milyar dolara y\u00fckseldi\u011fi bildirildi. Swap hari\u00e7 net rezervlerin 40 milyar dolar seviyesine ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
ABD’de ikinci el konut sat\u0131\u015flar\u0131n\u0131n haziranda ayl\u0131k y\u00fczde 2,4 azalarak 4,09 milyona geriledi\u011fi, i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n ise 215 bine d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131. ABD ile \u0130ran aras\u0131ndaki teknik g\u00f6r\u00fc\u015fmelerin devam etti\u011fi belirtilirken, Avrupa Merkez Bankas\u0131’n\u0131n toplant\u0131 tutanaklar\u0131nda gelecekteki para politikas\u0131 kararlar\u0131 konusunda \u00f6nceden taahh\u00fctte bulunulmamas\u0131 gerekti\u011finin vurguland\u0131\u011f\u0131 ifade edildi. \u00c7in’de t\u00fcketici fiyat endeksinin haziranda ayl\u0131k y\u00fczde 0,3 gerilerken y\u0131ll\u0131k enflasyonun y\u00fczde 1,0 olarak ger\u00e7ekle\u015fti\u011fi kaydedildi.<\/p>\n
Cuma g\u00fcn\u00fc a\u00e7\u0131klanan geli\u015fmeler kapsam\u0131nda Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek’in, sanayi \u00fcretimindeki y\u0131ll\u0131k gerilemede \u00e7al\u0131\u015fma g\u00fcn\u00fc etkisinin belirleyici oldu\u011funu, buna kar\u015f\u0131n ilk be\u015f ayda takvim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f \u00fcretimin y\u0131ll\u0131k y\u00fczde 1 artt\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi aktar\u0131ld\u0131. TCMB Ba\u015fkan\u0131 Fatih Karahan’\u0131n ise enflasyon g\u00f6r\u00fcn\u00fcm\u00fcnde ara hedeflerden belirgin sapma olmas\u0131 halinde para politikas\u0131n\u0131n s\u0131k\u0131la\u015ft\u0131r\u0131laca\u011f\u0131n\u0131 ifade etti\u011fi belirtildi.<\/p>\n
Raporda, T\u00dc\u0130K verilerine g\u00f6re sanayi \u00fcretiminin may\u0131sta ayl\u0131k y\u00fczde 2,9 azald\u0131\u011f\u0131, y\u0131ll\u0131k bazda ise de\u011fi\u015fmedi\u011fi kaydedildi. Madencilik ve ta\u015f ocak\u00e7\u0131l\u0131\u011f\u0131 sekt\u00f6r\u00fcn\u00fcn y\u0131ll\u0131k y\u00fczde 5 geriledi\u011fi, imalat sanayisinin y\u00fczde 0,3, elektrik, gaz, buhar ve iklimlendirme sekt\u00f6r\u00fcn\u00fcn ise y\u00fczde 1 artt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
New York Fed Ba\u015fkan\u0131 John Williams’\u0131n yapay zek\u00e2 kaynakl\u0131 talebin enflasyonu destekleyebilece\u011fini ve bu durumun faiz art\u0131r\u0131m\u0131n\u0131 g\u00fcndeme getirebilece\u011fini s\u00f6yledi\u011fi belirtilirken, Almanya’da haziran ay\u0131 t\u00fcketici fiyat endeksinin ayl\u0131k y\u00fczde 0,3 geriledi\u011fi, y\u0131ll\u0131k bazda ise y\u00fczde 2,3 artt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bizim Menkul de\u011ferlendirmesinde, haftan\u0131n son i\u015flem g\u00fcn\u00fcnde BIST100 Endeksi’nin 14.092-14.379 puan aral\u0131\u011f\u0131nda i\u015flem g\u00f6rd\u00fckten sonra y\u00fczde 1,53 y\u00fckseli\u015fle 14.321,19 puandan kapand\u0131\u011f\u0131 aktar\u0131ld\u0131. K\u00fcresel piyasalarda pozitif seyrin s\u00fcrd\u00fc\u011f\u00fc belirtilirken, T\u00fcrkiye’nin 2 y\u0131ll\u0131k tahvil faizinin y\u00fczde 40,75, 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 33,66, ABD 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 4,549 seviyesinde bulundu\u011fu ifade edildi. Brent petrol\u00fcn varil fiyat\u0131n\u0131n 76 dolar, ons alt\u0131n\u0131n 4.099 dolar ve gram alt\u0131n\u0131n 6.192 lira seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 10 Temmuz (Hibya)- Bizim Menkul De\u011ferler A.\u015e., haftal\u0131k piyasa de\u011ferlendirmesinde Borsa \u0130stanbul’daki seyir, enflasyon verileri, TCMB rezervleri, k\u00fcresel ekonomik geli\u015fmeler, ABD-\u0130ran gerilimi ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin geli\u015fmeleri kapsaml\u0131 \u015fekilde de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":113028,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-113027","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/113027","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=113027"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/113027\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/113028"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=113027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=113027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=113027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"