Trive Yat\u0131r\u0131m, k\u00fcresel piyasalara ili\u015fkin de\u011ferlendirmesinde \u0130ran cephesindeki belirsizli\u011fin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ve ABD Ba\u015fkan\u0131 Donald Trump’\u0131n daha kapsaml\u0131 bir askeri se\u00e7ene\u011fi de\u011ferlendirdi\u011fini aktard\u0131.<\/p>\n
Raporda, Husilerin K\u0131z\u0131ldeniz’de iki Suudi tankerine y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n b\u00f6lgesel gerilimi art\u0131rd\u0131\u011f\u0131 belirtilerek, \u00e7at\u0131\u015fman\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n \u00f6tesine ta\u015f\u0131nd\u0131\u011f\u0131 ifade edildi. Jeopolitik risklerin etkisiyle Brent petrol\u00fcn 100 dolar, WTI petrol\u00fcn ise 92 dolar seviyelerine y\u00fckseldi\u011fi kaydedildi.<\/p>\n
Ticaret cephesinde ise ABD’nin 60 \u00fclkeye y\u00f6nelik yeni g\u00fcmr\u00fck vergisi karar\u0131na dikkat \u00e7ekildi. T\u00fcrkiye, \u00c7in ve Rusya’n\u0131n y\u00fczde 12,5’lik tarife grubunda yer ald\u0131\u011f\u0131, Avrupa Birli\u011fi, \u0130ngiltere ve Kanada’n\u0131n ise y\u00fczde 10 seviyesinde kald\u0131\u011f\u0131 belirtildi.<\/p>\n
Fitch’in ABD’nin 2026 b\u00fcy\u00fcme tahminini y\u00fczde 1,9’a d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fc aktar\u0131lan de\u011ferlendirmede, kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn yapay zeka yat\u0131r\u0131mlar\u0131na ba\u011f\u0131ml\u0131 hale geldi\u011fi ve ABD Merkez Bankas\u0131’ndan bu y\u0131l faiz indirimi beklenmedi\u011fi ifade edildi.<\/p>\n
Merkez bankalar\u0131 taraf\u0131nda Avrupa Merkez Bankas\u0131’n\u0131n mevduat faizini y\u00fczde 2,25 seviyesinde sabit tuttu\u011fu belirtilirken, ECB Ba\u015fkan\u0131 Christine Lagarde’\u0131n enerji \u015fokunun enflasyon \u00fczerindeki etkilerinin hen\u00fcz tam olarak g\u00f6r\u00fclmedi\u011fini s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Japonya’da \u00e7ekirdek enflasyonun y\u00fczde 1,6’ya y\u00fckseldi\u011fi, \u00fcretici fiyatlar\u0131n\u0131n ise Mart 2023’ten bu yana en y\u00fcksek seviye olan y\u00fczde 7,1’e \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi. Bu geli\u015fmelerin Japonya Merkez Bankas\u0131’n\u0131n para politikas\u0131nda normalle\u015fme ihtimalini destekledi\u011fi belirtildi.<\/p>\n
Yurt i\u00e7inde ise T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n politika faizini y\u00fczde 37 seviyesinde sabit tuttu\u011fu hat\u0131rlat\u0131ld\u0131. S\u0131k\u0131 para politikas\u0131 duru\u015funun s\u00fcrd\u00fcr\u00fclece\u011fi mesaj\u0131n\u0131n verildi\u011fi belirtilirken, BBVA Research’\u00fcn eyl\u00fcl ay\u0131ndan itibaren kademeli faiz indirimi ve y\u0131l sonunda y\u00fczde 36 politika faizi beklentisi payla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Piyasalar\u0131n g\u00fcn i\u00e7inde Moody’s’in T\u00fcrkiye kredi notu de\u011ferlendirmesini takip edece\u011fi belirtilirken, mevcut “Ba3\/dura\u011fan” g\u00f6r\u00fcn\u00fcm\u00fcn korunmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, teknik g\u00f6r\u00fcn\u00fcmde EUR\/USD paritesinde 1,1402 seviyesinin alt\u0131nda negatif g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fcn\u00fc, ons alt\u0131nda 4053 dolar seviyesinin kritik oldu\u011funu, Brent petrolde ise 89,34 dolar \u00fczerinde pozitif seyrin korundu\u011funu belirtti. Nasdaq 100 vadelisinde ise 28.845 seviyesinin alt\u0131nda geri \u00e7ekilme riskinin devam etti\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 24 Temmuz (Hibya)-Trive Yat\u0131r\u0131m, \u0130ran kaynakl\u0131 gerilim, K\u0131z\u0131ldeniz’deki sald\u0131r\u0131lar ve yeni ticaret tarifelerinin k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 belirtti. Brent petrol\u00fcn 100 dolar seviyesine yakla\u015ft\u0131\u011f\u0131, merkez bankalar\u0131n\u0131n ise temkinli duru\u015funu s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n","protected":false},"author":1,"featured_media":120462,"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-120461","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\/120461","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=120461"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/120461\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/120462"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=120461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=120461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=120461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"