{"id":114613,"date":"2026-07-14T09:30:26","date_gmt":"2026-07-14T06:30:26","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/14\/jeopolitik-gerilim-ve-abd-enflasyon-verisi-piyasalarin-odaginda"},"modified":"2026-07-14T09:30:26","modified_gmt":"2026-07-14T06:30:26","slug":"jeopolitik-gerilim-ve-abd-enflasyon-verisi-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/14\/jeopolitik-gerilim-ve-abd-enflasyon-verisi-piyasalarin-odaginda\/","title":{"rendered":"Jeopolitik gerilim ve ABD enflasyon verisi piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m&#8217;\u0131n G\u00fcnl\u00fck B\u00fclteni&#8217;nde, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n kontrol\u00fcn\u00fc ABD&#8217;nin devralaca\u011f\u0131n\u0131, b\u00f6lgeden ge\u00e7en y\u00fcklerden y\u00fczde 20 ge\u00e7i\u015f \u00fccreti al\u0131naca\u011f\u0131n\u0131 ve \u0130ran&#8217;a y\u00f6nelik deniz ablukas\u0131n\u0131n yeniden ba\u015flayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n jeopolitik riskleri art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Raporda, \u0130ran y\u00f6netiminin a\u00e7\u0131klamalara sert ancak alayc\u0131 ifadelerle kar\u015f\u0131l\u0131k verdi\u011fi, taraflar\u0131n m\u00fczakere kap\u0131s\u0131n\u0131 tamamen kapatmamas\u0131n\u0131n ise diplomatik \u00e7\u00f6z\u00fcm ihtimalini g\u00fcndemde tuttu\u011fu ifade edildi. Geli\u015fmelerin enerji piyasalar\u0131nda etkili oldu\u011fu belirtilen raporda, Brent petrol\u00fcn 84 dolara yakla\u015farak son d\u00f6rt haftan\u0131n en y\u00fcksek seviyesini g\u00f6rd\u00fc\u011f\u00fc, WTI petrol\u00fcn ise 79 dolar seviyesine y\u00fckseldi\u011fi aktar\u0131ld\u0131. ABD&#8217;nin stratejik petrol rezervlerinin 1983&#8217;ten bu yana en d\u00fc\u015f\u00fck seviyeye gerilemesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndaki belirsizli\u011fin s\u00fcrmesinin arz g\u00fcvenli\u011fi endi\u015felerini art\u0131rd\u0131\u011f\u0131, \u00c7in&#8217;in ham petrol ithalat\u0131ndaki gerilemenin ise talep taraf\u0131ndaki zay\u0131fl\u0131\u011f\u0131n devam etti\u011fine i\u015faret etti\u011fi kaydedildi.<\/p>\n<p>Raporda, makro g\u00fcndemin oda\u011f\u0131nda bug\u00fcn a\u00e7\u0131klanacak ABD T\u00dcFE verisinin bulundu\u011fu belirtilerek, Goldman Sachs&#8217;\u0131n \u00e7ekirdek enflasyonda s\u0131n\u0131rl\u0131 yava\u015flama bekledi\u011fi, Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller&#8217;\u0131n ise enerji fiyatlar\u0131ndaki y\u00fckseli\u015f ve tarifelerin enflasyon riskini canl\u0131 tuttu\u011funu belirterek gerekti\u011finde ilave parasal s\u0131k\u0131la\u015fman\u0131n de\u011ferlendirilebilece\u011fini ifade etti\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Fed&#8217;in rezerv y\u00f6netiminde temkinli duru\u015funu s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilen raporda, Fed Ba\u015fkan\u0131 Kevin Warsh&#8217;\u0131n bu hafta Kongre&#8217;de yapaca\u011f\u0131 sunumlar\u0131n da faiz beklentileri a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenece\u011fi ifade edildi. Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin ise enflasyonda beklenen iyile\u015fmenin kal\u0131c\u0131l\u0131\u011f\u0131na y\u00f6nelik soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 vurguland\u0131.<\/p>\n<p>Raporda, yurt i\u00e7inde d\u0131\u015fsal risklerin makro g\u00f6r\u00fcn\u00fcm \u00fczerindeki etkilerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilerek, JPMorgan&#8217;\u0131n y\u00fckselen enerji fiyatlar\u0131 nedeniyle y\u0131l sonu enflasyon ve politika faizi tahminlerini yukar\u0131 y\u00f6nl\u00fc, b\u00fcy\u00fcme beklentisini ise a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fi aktar\u0131ld\u0131. Commerzbank&#8217;\u0131n da petrol kaynakl\u0131 maliyet bask\u0131s\u0131n\u0131n T\u00fcrk liras\u0131 \u00fczerinde de\u011fer kayb\u0131 riskini art\u0131rabilece\u011fini de\u011ferlendirdi\u011fi ifade edildi.<\/p>\n<p>H\u00fck\u00fcmetin ise imalat sanayine y\u00f6nelik destekleri geni\u015fleterek uygun ko\u015fullu kredi hacmini 1 trilyon liraya \u00e7\u0131kard\u0131\u011f\u0131 belirtilen raporda, k\u00fcresel belirsizliklerin artt\u0131\u011f\u0131 d\u00f6nemde \u00fcretim ve yat\u0131r\u0131m\u0131n desteklenmesinin hedeflendi\u011fi kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 14 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n jeopolitik tansiyonu yeniden y\u00fckseltti\u011fini, piyasalar\u0131n ise bug\u00fcn a\u00e7\u0131klanacak ABD enflasyon verisine odakland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":114614,"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-114613","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\/114613","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=114613"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/114613\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/114614"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=114613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=114613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=114613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}