BMD Menkul\u2019\u00fcn g\u00fcnl\u00fck analizinde, BIST 100 endeksinin \u00f6nceki i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 0,69 d\u00fc\u015f\u00fc\u015fle 13 bin 974,14 puandan tamamlad\u0131\u011f\u0131, bankac\u0131l\u0131k endeksinin gerilerken sanayi endeksinin s\u0131n\u0131rl\u0131 y\u00fckseldi\u011fi belirtildi.<\/p>\n
Analizde, Morgan Stanley\u2019in Orta Do\u011fu\u2019da yeniden t\u0131rmanan askeri gerilimin ve y\u00fckselen petrol fiyatlar\u0131n\u0131n T\u00fcrkiye ekonomisi \u00fczerinde olumsuz etkiler yaratabilece\u011fine dikkat \u00e7ekti\u011fi aktar\u0131ld\u0131. Raporda, dezenflasyon s\u00fcrecinin beklenenden yava\u015f ilerleyebilece\u011fi, ilk faiz indiriminin d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte ger\u00e7ekle\u015fmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc ve y\u0131l sonu politika faizi beklentisinin y\u00fczde 35 oldu\u011fu ifade edildi.<\/p>\n
K\u00fcresel tarafta ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik operasyonlar\u0131n s\u00fcrece\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131 ile ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131n\u0131n (CENTCOM) \u0130ran\u2019daki askeri hedeflere y\u00f6nelik operasyonlar\u0131n\u0131n risk alg\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 belirtilen analizde, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio\u2019nun diplomatik \u00e7\u00f6z\u00fcm i\u00e7in m\u00fczakereye a\u00e7\u0131k olduklar\u0131n\u0131 ancak \u0130ran\u2019\u0131n bu konuda ciddi davranmad\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi hat\u0131rlat\u0131ld\u0131.<\/p>\n
Analizde ayr\u0131ca, ABD Ba\u015fkan\u0131 Trump\u2019\u0131n ithal jenerik ila\u00e7lara y\u00f6nelik yeni g\u00fcmr\u00fck vergisi plan\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131, Kanada ile ticaret g\u00f6r\u00fc\u015fmelerinin s\u00fcrd\u00fc\u011f\u00fc ve Almanya\u2019da ZEW ekonomik beklentiler endeksinin temmuz ay\u0131nda y\u00fckseldi\u011fi kaydedildi.<\/p>\n
Bug\u00fcn yurt i\u00e7inde kapasite kullan\u0131m oran\u0131 ile reel kesim g\u00fcven endeksi, yurt d\u0131\u015f\u0131nda ise \u0130ngiltere enflasyon verilerinin takip edilece\u011fi belirtilen analizde, Temmuz 2026 TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019ne g\u00f6re y\u0131l sonu enflasyon beklentisinin y\u00fczde 29,21, y\u0131l sonu dolar\/TL beklentisinin 51,55 ve y\u0131l sonu politika faizi beklentisinin ise y\u00fczde 34,70 olarak \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 22 Temmuz (Hibya)- BMD Menkul, k\u00fcresel piyasalarda Orta Do\u011fu kaynakl\u0131 jeopolitik geli\u015fmelerin ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) para politikas\u0131 beklentilerinin fiyatlamalarda belirleyici olmaya devam etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":119071,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-119070","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/119070","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=119070"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/119070\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/119071"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=119070"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=119070"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=119070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"