Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, merkez bankalar\u0131n\u0131n kararlar\u0131 ve \u015firket bilan\u00e7olar\u0131n\u0131n fiyatlamalar \u00fczerinde belirleyici olmaya devam etti\u011fini de\u011ferlendirdi.<\/p>\n
Kurum analizinde, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n orduya \u0130ran’a y\u00f6nelik yeni bir hava sald\u0131r\u0131s\u0131 d\u00fczenlenmemesi talimat\u0131 verdi\u011fine ili\u015fkin haberlerin piyasalarda yak\u0131ndan takip edildi\u011fi belirtildi. Axios’un aktard\u0131\u011f\u0131 bilgilere g\u00f6re Trump’\u0131n, iki haftad\u0131r onaylad\u0131\u011f\u0131 sald\u0131r\u0131 planlar\u0131na cuma g\u00fcn\u00fc onay vermedi\u011fi, ancak ordunun olas\u0131 b\u00fcy\u00fck \u00e7apl\u0131 operasyonlara y\u00f6nelik haz\u0131rl\u0131klar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, ayn\u0131 d\u00f6nemde Umman heyetinin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131 i\u00e7in Tahran’a ula\u015fmas\u0131n\u0131n diplomatik temaslar\u0131 art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekti. \u0130ranl\u0131 bir yetkilinin, ABD’nin hava sald\u0131r\u0131lar\u0131n\u0131 durdurmas\u0131 halinde \u0130ran operasyonlar\u0131n\u0131n da ask\u0131ya al\u0131nabilece\u011fini belirtti\u011fi ancak Tahran’\u0131n bu yakla\u015f\u0131m\u0131 kal\u0131c\u0131 bir bar\u0131\u015f ad\u0131m\u0131ndan \u00e7ok taktiksel bir hamle olarak de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Kurum, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmelerin enerji arz\u0131 risklerini canl\u0131 tuttu\u011funu belirterek, \u0130ran Devrim Muhaf\u0131zlar\u0131’n\u0131n son 24 saatte izinsiz ge\u00e7i\u015f yapan 6 gemiyi daha uyar\u0131 ate\u015fiyle durdurdu\u011funu aktard\u0131.<\/p>\n
Trive Yat\u0131r\u0131m de\u011ferlendirmesinde, \u201c\u0130ran’\u0131n m\u00fczakere \u015fart\u0131; \u00f6nce bo\u011faz\u0131n tam kontrol\u00fcn\u00fcn teyidi, ard\u0131ndan dondurulmu\u015f fonlar\u0131n serbest b\u0131rak\u0131lmas\u0131, n\u00fckleer konunun ise en son ele al\u0131nmas\u0131 y\u00f6n\u00fcnde \u015fekilleniyor\u201d ifadelerine yer verildi.<\/p>\n
Jeopolitik tansiyonun d\u00fc\u015febilece\u011fine y\u00f6nelik beklentiler petrol fiyatlar\u0131nda sert d\u00fc\u015f\u00fc\u015fe neden oldu. Brent petrol y\u00fczde 5,05 gerileyerek 91,89 dolara, WTI ham petrol ise y\u00fczde 5,23 d\u00fc\u015f\u00fc\u015fle 84,64 dolara indi.<\/p>\n
Alt\u0131n taraf\u0131nda ise dolar\u0131n zay\u0131flamas\u0131 ve Fed toplant\u0131s\u0131 \u00f6ncesindeki temkinli g\u00f6r\u00fcn\u00fcm\u00fcn etkisiyle y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Spot alt\u0131n y\u00fczde 1,4 art\u0131\u015fla 4.11 dolar seviyesine \u00e7\u0131karken, g\u00fcm\u00fc\u015f, platin ve paladyum fiyatlar\u0131nda da y\u00fckseli\u015f kaydedildi.<\/p>\n
K\u00fcresel piyasalar\u0131n bu hafta ABD Merkez Bankas\u0131’n\u0131n (Fed) 28-29 Temmuz tarihlerindeki toplant\u0131s\u0131na odakland\u0131\u011f\u0131n\u0131 belirten Trive Yat\u0131r\u0131m, haziran ay\u0131nda t\u00fcketici fiyat endeksinin ayl\u0131k bazda y\u00fczde 0,4 geriledi\u011fini, y\u0131ll\u0131k enflasyonun ise y\u00fczde 3,5 seviyesine indi\u011fini aktard\u0131.<\/p>\n
Enerji fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan risk olu\u015fturmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc belirten kurum, piyasalarda sabit faiz beklentisinin y\u00fczde 65,8 seviyesinde fiyatland\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
Teknoloji taraf\u0131nda ise Microsoft, Meta, Apple ve Amazon’un a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar\u0131n yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda oldu\u011fu belirtildi. Trive Yat\u0131r\u0131m, piyasalar\u0131n art\u0131k yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcnden \u00e7ok bu harcamalar\u0131n ne zaman k\u00e2rl\u0131l\u0131\u011fa d\u00f6n\u00fc\u015fece\u011fine ili\u015fkin mesajlar\u0131 takip etti\u011fini ifade etti.<\/p>\n
T\u00fcrkiye piyasalar\u0131na ili\u015fkin de\u011ferlendirmede ise JPMorgan’\u0131n jeopolitik riskler nedeniyle T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’na y\u00f6nelik faiz indirimi beklentisini erteledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Kurum, JPMorgan’\u0131n daha \u00f6nce bekledi\u011fi faiz indirimlerini ekim ve aral\u0131k aylar\u0131na kayd\u0131rd\u0131\u011f\u0131n\u0131, belirsizlikler azal\u0131ncaya kadar fiili fonlama maliyetinin y\u00fczde 40 seviyesinde kalmas\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
Trive Yat\u0131r\u0131m, d\u00f6viz, emtia ve endekslerde k\u0131sa vadeli teknik g\u00f6r\u00fcn\u00fcm\u00fc de payla\u015ft\u0131.<\/p>\n
EUR\/USD: Sabah saatlerinde 1,1404 seviyesinde i\u015flem g\u00f6ren paritede, 1,1400 seviyesi \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi belirtildi. K\u0131sa vadeli g\u00f6r\u00fcn\u00fcm pozitif olarak de\u011ferlendirildi.<\/p>\n
Ons alt\u0131n: Haftaya 4088 seviyesinden ba\u015flayan alt\u0131nda, 4065 seviyesi \u00fczerinde y\u00fckseli\u015f beklentisinin korunabilece\u011fi ifade edildi. K\u0131sa vadeli g\u00f6r\u00fcn\u00fcm pozitif.<\/p>\n
Brent petrol: K\u00f6rfez’deki gerilimin azalmas\u0131yla haftaya 87,07 seviyesinden ba\u015flayan Brent petrolde, 88,56 seviyesinin alt\u0131nda geri \u00e7ekilmenin s\u00fcrebilece\u011fi kaydedildi. K\u0131sa vadeli g\u00f6r\u00fcn\u00fcm negatif.<\/p>\n
Nasdaq vadeli: 28.536 seviyesinde bulunan endekste, 28.728 seviyesinin alt\u0131nda k\u0131sa vadede zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn devam edebilece\u011fi belirtildi. K\u0131sa vadeli g\u00f6r\u00fcn\u00fcm negatif.<\/p>\n
<\/strong> \u0130stanbul, 27 Temmuz (Hibya)-Trive Yat\u0131r\u0131m, ABD-\u0130ran hatt\u0131ndaki geli\u015fmelerin petrol ve alt\u0131n fiyatlamalar\u0131n\u0131 etkiledi\u011fini, k\u00fcresel piyasalar\u0131n ise Fed toplant\u0131s\u0131, enerji arz\u0131 riskleri ve teknoloji bilan\u00e7olar\u0131na odakland\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":121790,"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-121789","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\/121789","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=121789"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/121789\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/121790"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=121789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=121789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=121789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"