A1 Capital G\u00fcnl\u00fck B\u00fclteni’nde, haftan\u0131n sonunda teknoloji ve yar\u0131 iletken hisselerindeki sert sat\u0131\u015flar\u0131n da etkisiyle k\u00fcresel borsalar\u0131n haftay\u0131 zay\u0131f kapatt\u0131\u011f\u0131 belirtildi.<\/p>\n
B\u00fcltende, piyasan\u0131n art\u0131k yapay zeka temas\u0131n\u0131 sorgulamaya ba\u015flad\u0131\u011f\u0131, bunun yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n sona erece\u011fi anlam\u0131na gelmedi\u011fi ancak \u015firketlerin y\u00fcksek harcamalar\u0131n\u0131n ne kadar\u0131n\u0131n ger\u00e7ek kara d\u00f6n\u00fc\u015fece\u011finin daha fazla sorguland\u0131\u011f\u0131 ifade edildi. Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin teknoloji hisseleri a\u00e7\u0131s\u0131ndan iki y\u00f6nl\u00fc negatif etki olu\u015fturdu\u011fu belirtilen b\u00fcltende, bunun ilk olarak enflasyon ve faiz bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131, ikinci olarak ise enerji maliyetlerini y\u00fckseltti\u011fi kaydedildi.<\/p>\n
Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n 14 ve 15 Temmuz\u2019daki Kongre sunumlar\u0131nda politika faizinin y\u00fczde 3,50\u20133,75 aral\u0131\u011f\u0131nda tutuldu\u011funu hat\u0131rlatt\u0131\u011f\u0131 aktar\u0131lan b\u00fcltende, ekonominin sa\u011flam h\u0131zda b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n istikrarl\u0131 oldu\u011funu ve Fed\u2019in kal\u0131c\u0131 y\u00fcksek enflasyona tolerans g\u00f6stermeyece\u011fini s\u00f6yledi\u011fi belirtildi.<\/p>\n
B\u00fcltende, Warsh\u2019\u0131n i\u015f yat\u0131r\u0131mlar\u0131nda, \u00f6zellikle yapay zeka ve veri merkezi harcamalar\u0131nda g\u00fc\u00e7l\u00fc bir geni\u015flemeye dikkat \u00e7ekti\u011fi ifade edildi. Warsh\u2019\u0131n mesaj\u0131n\u0131n, \u201cTek bir iyi enflasyon verisi g\u00f6rd\u00fck diye zafer ilan etmiyoruz\u201d \u015feklinde \u00f6zetlendi\u011fi belirtilen b\u00fcltende, ekonomi ve istihdam\u0131n hala g\u00fc\u00e7l\u00fc olmas\u0131 nedeniyle Fed\u2019in faiz indirmek zorunda oldu\u011fu bir ortam bulunmad\u0131\u011f\u0131 kaydedildi. B\u00fcltende, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n b\u00fcy\u00fcmeyi desteklemesinin ekonominin y\u00fcksek faizlere daha dayan\u0131kl\u0131 kalmas\u0131n\u0131 sa\u011flayabilece\u011fi, bunun da faiz indirimlerinin gecikmesine yol a\u00e7abilece\u011fi ifade edildi.<\/p>\n
Fed\u2019in temmuz toplant\u0131s\u0131n\u0131n 28-29 Temmuz\u2019da yap\u0131laca\u011f\u0131 belirtilen b\u00fcltende, mevcut tablonun Fed\u2019in faiz de\u011fi\u015fikli\u011finden \u00e7ok gelecek d\u00f6neme ili\u015fkin ileti\u015fiminin fiyatlanaca\u011f\u0131n\u0131 g\u00f6sterdi\u011fi aktar\u0131ld\u0131. T\u00fcrkiye taraf\u0131nda ise TCMB\u2019nin 10 Temmuz haftas\u0131na ili\u015fkin verilerine g\u00f6re yurt d\u0131\u015f\u0131 yerle\u015fiklerin 33,5 milyon dolarl\u0131k hisse senedi ve repo hari\u00e7 yakla\u015f\u0131k 1,25 milyar dolarl\u0131k D\u0130BS ald\u0131\u011f\u0131 belirtildi. B\u00fcltende, tahvil al\u0131m\u0131n\u0131n 23 Ocak 2026\u2019dan sonraki en y\u00fcksek haftal\u0131k seviyeye ula\u015ft\u0131\u011f\u0131, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye\u2019ye tamamen ilgisiz olmad\u0131\u011f\u0131 ancak tercihini hisse senedinden \u00e7ok y\u00fcksek reel getiri sunan TL tahviline y\u00f6neltti\u011fi bilgisi verildi.<\/p>\n
B\u00fcltende, net uluslararas\u0131 rezervlerin de haftal\u0131k yakla\u015f\u0131k 1,2 milyar dolar artt\u0131\u011f\u0131n\u0131n hesapland\u0131\u011f\u0131, rezervlerde iki haftad\u0131r g\u00f6r\u00fclen art\u0131\u015f\u0131n \u00f6nceki d\u00f6nemde ya\u015fanan sava\u015f ve piyasa m\u00fcdahalesi kaynakl\u0131 kay\u0131plar\u0131n bir b\u00f6l\u00fcm\u00fcn\u00fcn geri kazan\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi. Tahvil giri\u015fleri, d\u00f6viz d\u00f6n\u00fc\u015fleri ve TCMB\u2019nin piyasadan d\u00f6viz alabilmesinin rezerv birikimini destekledi\u011fi belirtilen b\u00fcltende, rezerv seviyesinin ocak ay\u0131ndaki yakla\u015f\u0131k 218 milyar dolarl\u0131k zirvenin halen belirgin bi\u00e7imde alt\u0131nda oldu\u011fu kaydedildi.<\/p>\n
TCMB\u2019nin \u00f6n\u00fcndeki \u00fc\u00e7 \u00f6nemli riskin petrol fiyatlar\u0131n\u0131n yeniden y\u00fckselmesi, jeopolitik geli\u015fmeler ve enflasyon beklentilerinin kal\u0131c\u0131 olarak hedefe yakla\u015fmas\u0131n\u0131n hen\u00fcz tamamlanmam\u0131\u015f olmas\u0131 oldu\u011fu belirtilen b\u00fcltende, TCMB\u2019nin bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131n b\u00fcy\u00fck olas\u0131l\u0131kla \u201cEnflasyon d\u00fc\u015f\u00fcyor ancak erken gev\u015feme yap\u0131p bu kazan\u0131m\u0131 riske atmak istemiyoruz\u201d \u015feklinde olaca\u011f\u0131 beklentisi payla\u015f\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 20 Temmuz (Hibya) \u2013 A1 Capital, ge\u00e7en haftan\u0131n k\u00fcresel piyasalarda d\u00fc\u015f\u00fck enflasyon verilerinin faiz endi\u015felerini k\u0131sa s\u00fcreli\u011fine azaltt\u0131\u011f\u0131n\u0131 ancak Trump-\u0130ran geriliminin yeniden sava\u015fa d\u00f6n\u00fc\u015fmesiyle petrol fiyatlar\u0131, tahvil faizleri ve risk primlerinde oynakl\u0131k ya\u015fand\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":117627,"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-117626","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\/117626","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=117626"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/117626\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/117627"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=117626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=117626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=117626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"