Trive Yat\u0131r\u0131m’\u0131n G\u00fcnl\u00fck Forex B\u00fclteni’ne g\u00f6re, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) ve Avrupa Merkez Bankas\u0131’n\u0131n (ECB) bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 faiz kararlar\u0131 yer al\u0131rken, Orta Do\u011fu’da artan jeopolitik gerilim enerji piyasalar\u0131nda fiyatlamalar\u0131 belirlemeye devam ediyor.<\/p>\n
B\u00fcltende, TCMB’nin saat 14.00’te a\u00e7\u0131klayaca\u011f\u0131 Para Politikas\u0131 Kurulu karar\u0131nda politika faizini y\u00fczde 37 seviyesinde sabit b\u0131rakmas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n
Piyasalarda as\u0131l dikkat edilen unsurun ise faiz oran\u0131ndan \u00e7ok fonlama yap\u0131s\u0131nda normalle\u015fmeye y\u00f6nelik olas\u0131 ad\u0131mlar oldu\u011fu ifade edildi.<\/p>\n
Analize g\u00f6re, 18 kurumun tamam\u0131 politika faizinin de\u011fi\u015fmeyece\u011fini \u00f6ng\u00f6r\u00fcrken, haftal\u0131k repo fonlamas\u0131na d\u00f6n\u00fc\u015f halinde ortalama fonlama maliyetinde yakla\u015f\u0131k 300 baz puanl\u0131k gerileme ya\u015fanabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
\u0130lk faiz indirimi beklentisi eyl\u00fcl ay\u0131na, y\u0131l sonu politika faizi beklentisi ise y\u00fczde 35 seviyesine i\u015faret ediyor.<\/p>\n
Trive Yat\u0131r\u0131m, S&P Global Market Intelligence’\u0131n da politika faizinin sabit kalaca\u011f\u0131 y\u00f6n\u00fcndeki beklentiyi payla\u015ft\u0131\u011f\u0131n\u0131, ancak Orta Do\u011fu’daki jeopolitik risklerin s\u00fcrmesi halinde faiz indirim s\u00fcrecinin y\u0131l\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fine ertelenebilece\u011fi g\u00f6r\u00fc\u015f\u00fcnde oldu\u011funu aktard\u0131.<\/p>\n
Raporda, ABD’nin \u0130ran’a y\u00f6nelik hava sald\u0131r\u0131lar\u0131n\u0131n on ikinci geceye ta\u015f\u0131nd\u0131\u011f\u0131, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmelere ili\u015fkin sert a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan \u0130ran’\u0131n da ABD \u00e7\u0131karlar\u0131na y\u00f6nelik misilleme tehdidinde bulundu\u011fu hat\u0131rlat\u0131ld\u0131.<\/p>\n
\u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n g\u00fcney rotas\u0131n\u0131n may\u0131nl\u0131 oldu\u011funu \u00f6ne s\u00fcrerek ABD operasyonlar\u0131 s\u00fcrd\u00fc\u011f\u00fc s\u00fcrece ge\u00e7i\u015flerin fiilen kapal\u0131 say\u0131laca\u011f\u0131n\u0131 duyurdu\u011fu belirtilirken, Yemen’deki Husilerin de K\u0131z\u0131ldeniz’de iki Suudi petrol tankerine f\u00fcze ve insans\u0131z hava arac\u0131 sald\u0131r\u0131s\u0131 d\u00fczenledi\u011fi ifade edildi.<\/p>\n
Analizde, H\u00fcrm\u00fcz Bo\u011faz\u0131 ile K\u0131z\u0131ldeniz gibi iki kritik enerji g\u00fczerg\u00e2h\u0131n\u0131n ayn\u0131 anda risk alt\u0131nda olmas\u0131n\u0131n petrol piyasas\u0131nda risk primini art\u0131rd\u0131\u011f\u0131 vurguland\u0131. Brent petrol\u00fcn k\u0131sa s\u00fcreli\u011fine 96 dolar seviyesine y\u00fckseldi\u011fi, sabah saatlerinde ise 92 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc, WTI petrol\u00fcn ise 87 dolar seviyelerinde bulundu\u011fu kaydedildi.<\/p>\n
Kurum, bu g\u00f6r\u00fcn\u00fcm\u00fcn merkez bankalar\u0131n\u0131n enflasyon kaynakl\u0131 daha \u015fahin politikalar izleme ihtimalini destekleyebilece\u011fine dikkat \u00e7ekti.<\/p>\n
\u015eirket bilan\u00e7olar\u0131na da yer verilen raporda, Alphabet’in ikinci \u00e7eyrek gelirini y\u0131ll\u0131k y\u00fczde 24 art\u0131\u015fla 119,8 milyar dolara, net k\u00e2r\u0131n\u0131 ise yakla\u015f\u0131k \u00fc\u00e7 kat art\u0131rarak 112,1 milyar dolara y\u00fckseltti\u011fi belirtildi. Hisse ba\u015f\u0131na k\u00e2r\u0131n 9,11 dolar olarak ger\u00e7ekle\u015fti\u011fi, Google Cloud gelirlerinin ise y\u00fczde 82 b\u00fcy\u00fcd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Tesla taraf\u0131nda ise gelir art\u0131\u015f\u0131na ra\u011fmen karl\u0131l\u0131\u011f\u0131n zay\u0131f kald\u0131\u011f\u0131 ifade edildi. \u015eirketin net kar\u0131n\u0131n 1,1 milyar dolara geriledi\u011fi, d\u00fczeltilmi\u015f hisse ba\u015f\u0131na kar\u0131n 33 sent ile piyasa beklentisinin alt\u0131nda kald\u0131\u011f\u0131 belirtilirken, bilan\u00e7onun ard\u0131ndan Tesla hisselerinin seans sonras\u0131 i\u015flemlerde yakla\u015f\u0131k y\u00fczde 2,7 de\u011fer kaybetti\u011fi kaydedildi.<\/p>\n
Raporda ayr\u0131ca kredi derecelendirme kurulu\u015fu Moody’s’in \u0130\u015f Bankas\u0131, TEB, Vak\u0131fBank, Yap\u0131 Kredi, DenizBank ve \u015eekerbank’\u0131n kredi notlar\u0131 ile “dura\u011fan” g\u00f6r\u00fcn\u00fcmlerini teyit etti\u011fi belirtildi. Bu karar\u0131n, bankac\u0131l\u0131k sekt\u00f6r\u00fcnde k\u0131sa vadede \u00f6nemli bir bozulma beklentisinin bulunmad\u0131\u011f\u0131na i\u015faret etti\u011fi de\u011ferlendirildi.<\/p>\n
Trive Yat\u0131r\u0131m’\u0131n teknik de\u011ferlendirmelerinde \u00f6ne \u00e7\u0131kan seviyeler \u015f\u00f6yle s\u0131raland\u0131:<\/p>\n
EUR\/USD: Paritenin 1,1420 seviyesinin \u00fczerinde kalmas\u0131 halinde k\u0131sa vadeli y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi, 1,1460 ve 1,1500 seviyelerinin diren\u00e7 olarak izlenece\u011fi belirtildi.<\/p>\n
Ons Alt\u0131n: 4.078 dolar seviyesinin \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece pozitif g\u00f6r\u00fcn\u00fcm\u00fcn korunaca\u011f\u0131, 4.200 dolar seviyesinin ilk \u00f6nemli diren\u00e7 oldu\u011fu ifade edildi.<\/p>\n
Brent Petrol: 87,31 dolar \u00fczerinde pozitif g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fc, 90 dolar \u00fczerindeki kal\u0131c\u0131l\u0131\u011f\u0131n y\u00fckseli\u015f momentumunu destekledi\u011fi vurguland\u0131.<\/p>\n
Nasdaq 100 Vadeli: Endeksin 29.350 puan\u0131n alt\u0131nda kald\u0131\u011f\u0131 s\u00fcrece k\u0131sa vadede a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n devam edebilece\u011fi de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n
Analizde, g\u00fcn\u00fcn en \u00f6nemli g\u00fcndem maddeleri aras\u0131nda saat 14.00’te a\u00e7\u0131klanacak TCMB faiz karar\u0131, 15.15’te duyurulacak ECB faiz karar\u0131, ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n 15.45’te ger\u00e7ekle\u015ftirece\u011fi bas\u0131n toplant\u0131s\u0131 ile ABD haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 verisinin yer ald\u0131\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 23 Temmuz (Hibya) – Trive Yat\u0131r\u0131m’\u0131n G\u00fcnl\u00fck Forex B\u00fclteni’ne g\u00f6re, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) ve Avrupa Merkez Bankas\u0131’n\u0131n (ECB) bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 faiz kararlar\u0131 yer al\u0131rken, Orta Do\u011fu’da artan jeopolitik gerilim enerji piyasalar\u0131nda fiyatlamalar\u0131 belirlemeye devam ediyor.<\/p>\n","protected":false},"author":1,"featured_media":119713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-119712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/119712","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=119712"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/119712\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/119713"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=119712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=119712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=119712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"