{"id":116737,"date":"2026-07-17T15:45:06","date_gmt":"2026-07-17T12:45:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/17\/kuresel-piyasalarda-jeopolitik-riskler-ve-teknoloji-satislari-one-cikti"},"modified":"2026-07-17T15:45:06","modified_gmt":"2026-07-17T12:45:06","slug":"kuresel-piyasalarda-jeopolitik-riskler-ve-teknoloji-satislari-one-cikti","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/17\/kuresel-piyasalarda-jeopolitik-riskler-ve-teknoloji-satislari-one-cikti\/","title":{"rendered":"K\u00fcresel piyasalarda jeopolitik riskler ve teknoloji sat\u0131\u015flar\u0131 \u00f6ne \u00e7\u0131kt\u0131"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, \u0130ran D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131&#8217;n\u0131n mutabakat\u0131n kriz s\u00fcrecine girdi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndan ge\u00e7en gemilerden y\u00fczde 20 ge\u00e7i\u015f \u00fccreti al\u0131naca\u011f\u0131n\u0131 duyurdu\u011fu, daha sonra bu plandan vazge\u00e7erek K\u00f6rfez \u00fclkeleriyle farkl\u0131 bir yoldan anla\u015faca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Trump&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131 ele ge\u00e7irecekleri ve bo\u011faz\u0131n gardiyan\u0131 olacaklar\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131n\u0131n krizi abluka tart\u0131\u015fmas\u0131n\u0131n \u00f6tesine ta\u015f\u0131yarak fiili bir kontrol m\u00fccadelesine d\u00f6n\u00fc\u015ft\u00fcrd\u00fc\u011f\u00fc ifade edilen de\u011ferlendirmede, \u0130ran Ordusu ve Devrim Muhaf\u0131zlar\u0131&#8217;n\u0131n ise ABD sald\u0131rganl\u0131\u011f\u0131 s\u00fcrd\u00fc\u011f\u00fc m\u00fcddet\u00e7e bo\u011faz\u0131n kapal\u0131 kalaca\u011f\u0131n\u0131 ve egemenliklerinden vazge\u00e7meyeceklerini yineledi\u011fi aktar\u0131ld\u0131. OPEC&#8217;in ayn\u0131 hafta k\u00fcresel petrol talebi tahminini g\u00fcnl\u00fck 970 bin varilden 780 bin varile indirdi\u011fi belirtilen de\u011ferlendirmede, arz riskleriyle talep zay\u0131fl\u0131\u011f\u0131n\u0131n ayn\u0131 anda fiyatland\u0131\u011f\u0131 \u00e7eli\u015fkili bir g\u00f6r\u00fcn\u00fcm olu\u015ftu\u011fu kaydedildi.<\/p>\n<p>Haftan\u0131n ortas\u0131nda ABD&#8217;de a\u00e7\u0131klanan haziran ay\u0131 T\u00dcFE verisinin y\u0131ll\u0131k y\u00fczde 3,5 ile beklentilerin belirgin \u015fekilde alt\u0131nda gelmesinin jeopolitik kaynakl\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131 bir nebze dengeleyerek piyasalarda h\u0131zl\u0131 bir al\u0131m dalgas\u0131n\u0131 tetikledi\u011fi ifade edildi. Ancak Asya kaynakl\u0131 yapay zeka ve teknoloji odakl\u0131 sat\u0131\u015flar\u0131n hafta sonuna do\u011fru artmas\u0131n\u0131n riskli varl\u0131klara y\u00f6nelik i\u015ftah\u0131 yeniden bask\u0131lad\u0131\u011f\u0131 bildirildi.<\/p>\n<p>T\u00fcrkiye taraf\u0131nda haftan\u0131n TL varl\u0131klar\u0131n\u0131 destekleyen g\u00fc\u00e7l\u00fc makro g\u00f6stergeler ile jeopolitik kaynakl\u0131 d\u0131\u015f risklerin birlikte fiyatland\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, TCMB&#8217;nin br\u00fct rezervlerinin haftal\u0131k y\u00fczde 2,3 art\u0131\u015fla 163,3 milyar dolara, net rezervlerinin ise 56,28 milyar dolara y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Hazine&#8217;nin haziran ay\u0131 b\u00fct\u00e7e dengesinin 114,2 milyar TL fazla verdi\u011fi, ancak ocak-haziran d\u00f6nemindeki k\u00fcm\u00fclatif a\u00e7\u0131\u011f\u0131n 943 milyar TL&#8217;ye ula\u015fmas\u0131n\u0131n y\u0131l\u0131n geri kalan\u0131nda b\u00fct\u00e7e disiplininin s\u0131nanaca\u011f\u0131na i\u015faret etti\u011fi ifade edildi. Bank of America&#8217;n\u0131n T\u00fcrk bankac\u0131l\u0131k sekt\u00f6r\u00fc i\u00e7in tavsiyesini, de\u011fer yaratma hikayesinin bir kez daha ertelendi\u011fi gerek\u00e7esiyle &#8220;Al&#8221;dan &#8220;N\u00f6tr&#8221;e \u00e7ekmesinin, yap\u0131\u015fkan enflasyon ve yava\u015f gev\u015feme d\u00f6ng\u00fcs\u00fcn\u00fcn yabanc\u0131 yat\u0131r\u0131mc\u0131 alg\u0131s\u0131nda a\u011f\u0131rl\u0131\u011f\u0131n\u0131 korudu\u011funa i\u015faret etti\u011fi kaydedildi.<\/p>\n<p>Savunma ve diplomasi cephesinde ise T\u00fcrkiye&#8217;nin KAAN projesinde kullan\u0131lacak F110 motorlar\u0131n\u0131n sat\u0131\u015f\u0131na ili\u015fkin ABD Kongresi&#8217;ndeki inceleme s\u00fcresinin engelsiz sona ermesinin ve Turner&#8217;\u0131n NATO Ankara Zirvesi&#8217;ndeki F-35 g\u00f6r\u00fc\u015fmelerini &#8220;umut verici&#8221; olarak nitelemesinin Ankara-Washington hatt\u0131ndaki yumu\u015faman\u0131n somutla\u015fmaya ba\u015flad\u0131\u011f\u0131na i\u015faret etti\u011fi belirtildi.<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki hafta k\u00fcresel piyasalarda ABD-\u0130ran gerilimine ili\u015fkin geli\u015fmeler ile k\u00fcresel \u00f6l\u00e7ekteki faiz kararlar\u0131n\u0131n g\u00fcndemin ana maddelerini olu\u015fturaca\u011f\u0131 bildirildi. Pazartesi g\u00fcn\u00fc \u00c7in Merkez Bankas\u0131&#8217;n\u0131n, per\u015fembe g\u00fcn\u00fc ise Avrupa Merkez Bankas\u0131&#8217;n\u0131n faiz kararlar\u0131n\u0131n takip edilece\u011fi belirtilen de\u011ferlendirmede, mevcut konjonkt\u00fcrde faiz indirimi beklenmezken verilecek mesajlar\u0131n tonunun yak\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n<p>Ayr\u0131ca k\u00fcresel maj\u00f6r ekonomilerden gelecek \u00f6nc\u00fc PMI verilerinin de piyasalar\u0131n g\u00fcndeminde olaca\u011f\u0131 kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 17 Temmuz (Hibya) \u2013 Alnus Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ABD-\u0130ran cephesinde mutabakat\u0131n fiilen \u00e7\u00f6kt\u00fc\u011f\u00fcne ili\u015fkin geli\u015fmeler ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na y\u00f6nelik artan gerilimle ba\u015flad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":116738,"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-116737","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\/116737","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=116737"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/116737\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/116738"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=116737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=116737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=116737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}