A1 Capital, G\u00fcnl\u00fck B\u00fclteni’nde ge\u00e7en haftaya petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin ve Orta Do\u011fu’da artan jeopolitik risklerin damga vurdu\u011funu belirterek, enerji maliyetlerindeki art\u0131\u015f\u0131n k\u00fcresel para politikas\u0131 beklentilerini yeniden \u015fekillendirdi\u011fini de\u011ferlendirdi.<\/p>\n
Raporda, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) ve Avrupa Merkez Bankas\u0131’n\u0131n (ECB) faiz oranlar\u0131n\u0131 sabit tuttu\u011fu, Fed’in ise toplant\u0131 yapmad\u0131\u011f\u0131 hat\u0131rlat\u0131l\u0131rken, \u0130ran-ABD geriliminin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yan\u0131 s\u0131ra K\u0131z\u0131ldeniz’deki petrol ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131 da tehdit etmesinin piyasalarda faiz indirimi beklentilerini zay\u0131flatt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Brent petrol\u00fcn hafta i\u00e7inde 100 dolar\u0131n \u00fczerine y\u00fckseldi\u011fi, haftay\u0131 ise 96,78 dolar seviyesinde tamamlad\u0131\u011f\u0131 belirtilen raporda, y\u00fcksek enerji fiyatlar\u0131n\u0131n ABD ve Avrupa tahvil faizlerini yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131, dolar\u0131 destekledi\u011fi ve teknoloji hisselerinde de\u011ferleme bask\u0131s\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n
A1 Capital, TCMB’nin temmuz ay\u0131 Para Politikas\u0131 Kurulu karar\u0131nda enflasyonda haziran ay\u0131nda s\u0131n\u0131rl\u0131 iyile\u015fmeye i\u015faret etti\u011fini ancak temmuz ay\u0131nda ge\u00e7ici bir y\u00fckseli\u015f beklendi\u011fini vurgulad\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
Raporda, enerji maliyetlerindeki art\u0131\u015f, rezervlerdeki gerileme ve enflasyon beklentilerindeki bozulman\u0131n faiz indirimi s\u00fcrecini geciktirebilece\u011fi de\u011ferlendirilirken, faiz indirimlerinin ba\u015flayabilmesi i\u00e7in petrol fiyatlar\u0131n\u0131n dengelenmesi, rezervlerin g\u00fc\u00e7lenmesi ve beklentilerin iyile\u015fmesi gerekti\u011fi ifade edildi.<\/p>\n
TCMB verilerine g\u00f6re 17 Temmuz haftas\u0131nda yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n hisse senetlerinde 37,5 milyon dolar, devlet i\u00e7 bor\u00e7lanma senetlerinde 196,6 milyon dolar ve \u00f6zel sekt\u00f6r bor\u00e7lanma ara\u00e7lar\u0131nda 43,8 milyon dolar net al\u0131m yapt\u0131\u011f\u0131 belirtilen raporda, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye piyasalar\u0131ndan \u00e7\u0131kmad\u0131\u011f\u0131 ancak petrol ve faiz belirsizli\u011fi nedeniyle daha temkinli hareket etti\u011fi vurguland\u0131.<\/p>\n
Rapora g\u00f6re TCMB’nin resmi rezervleri bir haftada yakla\u015f\u0131k 2,8 milyar dolar azalarak 160,5 milyar dolara geriledi. Haziran sonuna k\u0131yasla rezervlerin h\u00e2l\u00e2 yakla\u015f\u0131k 13,1 milyar dolar daha y\u00fcksek seviyede bulundu\u011fu belirtilirken, son haftadaki d\u00fc\u015f\u00fc\u015f\u00fcn Merkez Bankas\u0131’n\u0131n faiz indirimi konusunda ihtiyatl\u0131 davranmas\u0131n\u0131n nedenlerinden biri oldu\u011fu ifade edildi.<\/p>\n
TCMB Beklenti Anketi’ne g\u00f6re 2026 y\u0131l sonu enflasyon beklentisinin y\u00fczde 29,14’ten y\u00fczde 29,21’e, 12 ay sonras\u0131 beklentinin ise y\u00fczde 23,81’den y\u00fczde 23,95’e y\u00fckseldi\u011fi aktar\u0131ld\u0131. Buna kar\u015f\u0131n 24 ay sonras\u0131 enflasyon beklentisinin y\u00fczde 17,83’e gerilemesi, orta vadede dezenflasyon s\u00fcrecine olan g\u00fcvenin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti.<\/p>\n
A1 Capital, bu hafta piyasalar\u0131n d\u00f6rt temel ba\u015fl\u0131\u011f\u0131 izleyece\u011fini belirtti:<\/p>\n
Fed’in faiz karar\u0131 ve y\u00f6nlendirmeleri,<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin \u0130ran-Umman g\u00f6r\u00fc\u015fmelerinden gelecek haber ak\u0131\u015f\u0131,<\/p>\n
ABD ikinci \u00e7eyrek b\u00fcy\u00fcme ve PCE enflasyon verileri,<\/p>\n
Euro B\u00f6lgesi b\u00fcy\u00fcme ve enflasyon rakamlar\u0131.<\/p>\n
Raporda, H\u00fcrm\u00fcz Bo\u011faz\u0131’nda diplomatik ilerleme sa\u011flanmas\u0131n\u0131n petrol fiyatlar\u0131nda risk primini azaltabilece\u011fi, g\u00f6r\u00fc\u015fmelerin ba\u015far\u0131s\u0131z olmas\u0131 halinde ise Brent petrol\u00fcn yeniden 100 dolar\u0131n \u00fczerine yerle\u015febilece\u011fi de\u011ferlendirmesine yer verildi.<\/p>\n
B\u00fcltende \u00f6ne \u00e7\u0131kan \u015firket geli\u015fmeleri ise \u015f\u00f6yle s\u0131raland\u0131:<\/p>\n
ANELE: \u0130ngiltere’deki Shotton Mill Projesi’nin i\u015fveren taraf\u0131ndan sonland\u0131r\u0131lmas\u0131n\u0131n talep edildi\u011fi, i\u015ftirak i\u00e7in tasfiye s\u00fcrecinin ba\u015flat\u0131ld\u0131\u011f\u0131 ve finansal etkinin hen\u00fcz netle\u015fmedi\u011fi a\u00e7\u0131kland\u0131.<\/p>\n
FRMPL: Yurt i\u00e7i m\u00fc\u015fterilerden toplam 330 milyon TL tutar\u0131nda yeni sipari\u015f al\u0131nd\u0131\u011f\u0131n\u0131, teslimatlar\u0131n 15 Ekim 2026’ya kadar tamamlanmas\u0131n\u0131n planland\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n
FZLGY: Ba\u015fak\u015fehir’deki arsa, 875 milyon TL + KDV bedelle Azimut Portf\u00f6y Y\u00f6netimi A.\u015e. Topraktan Proje Gayrimenkul Yat\u0131r\u0131m Fonu’na sat\u0131ld\u0131.<\/p>\n
BURCE: Operasyonel yeniden yap\u0131lanma kapsam\u0131nda 15 mavi yakal\u0131 personelin i\u015f s\u00f6zle\u015fmesi sonland\u0131r\u0131ld\u0131.<\/p>\n
HKTM: \u0130\u015ftiraki SFM Makine’deki y\u00fczde 80 pay\u0131n\u0131 10 milyon TL bedelle devretme karar\u0131 ald\u0131.<\/p>\n
CATES: \u00c7ank\u0131r\u0131’daki maden faaliyetleri i\u00e7in yeni \u015fube a\u00e7\u0131lmas\u0131na karar verildi.<\/p>\n
AVGYO: Kira s\u00f6zle\u015fmelerinin yenilendi\u011fi ve Alanya’daki bir ta\u015f\u0131nmaz\u0131n ayl\u0131k 32 bin TL bedelle kiraya verildi\u011fi a\u00e7\u0131kland\u0131.<\/p>\n
<\/strong> \u0130stanbul, 27 Temmuz (Hibya) \u2013 A1 Capital, G\u00fcnl\u00fck B\u00fclteni’nde ge\u00e7en haftaya petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin ve Orta Do\u011fu’da artan jeopolitik risklerin damga vurdu\u011funu belirterek, enerji maliyetlerindeki art\u0131\u015f\u0131n k\u00fcresel para politikas\u0131 beklentilerini yeniden \u015fekillendirdi\u011fini de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":121782,"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-121781","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\/121781","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=121781"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/121781\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/121782"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=121781"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=121781"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=121781"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"