\u0130kon Menkul taraf\u0131ndan yay\u0131mlanan Yurt D\u0131\u015f\u0131 Ak\u015fam B\u00fclteni’nde, ABD’nin \u0130ran’a y\u00f6nelik sald\u0131r\u0131lar\u0131 durdurmas\u0131 ve Tahran’\u0131n da kar\u015f\u0131l\u0131k vermeyece\u011fi mesaj\u0131n\u0131 vermesinin haftaya jeopolitik tansiyonda s\u0131n\u0131rl\u0131 rahatlamayla ba\u015flanmas\u0131n\u0131 sa\u011flad\u0131\u011f\u0131 belirtildi. H\u00fcrm\u00fcz Bo\u011faz\u0131, n\u00fckleer program ve b\u00f6lgesel g\u00fcvenlik ba\u015fl\u0131klar\u0131nda kal\u0131c\u0131 bir \u00e7\u00f6z\u00fcm sa\u011flanmad\u0131\u011f\u0131 i\u00e7in risklerin tamamen ortadan kalkmad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Raporda, ABD-\u0130ran geriliminde sald\u0131r\u0131lar\u0131n durmas\u0131yla petrol fiyatlar\u0131nda sava\u015f priminin h\u0131zla \u00e7\u00f6z\u00fcld\u00fc\u011f\u00fc, Brent petrol\u00fcn g\u00fcn i\u00e7inde 90 dolar seviyelerine geriledi\u011fi aktar\u0131ld\u0131. Piyasalar\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 ge\u00e7i\u015flerinin yeniden normalle\u015fip normalle\u015fmeyece\u011fi ile diplomatik temaslar\u0131n kal\u0131c\u0131 bir anla\u015fmaya d\u00f6n\u00fc\u015f\u00fcp d\u00f6n\u00fc\u015fmeyece\u011fini izledi\u011fi kaydedildi.<\/p>\n
Petrol fiyatlar\u0131ndaki geri \u00e7ekilmenin enerji kaynakl\u0131 enflasyon ve faiz art\u0131r\u0131m\u0131 endi\u015felerini azaltmas\u0131yla alt\u0131n\u0131n haftaya al\u0131c\u0131l\u0131 ba\u015flad\u0131\u011f\u0131 belirtilen raporda, a\u00e7\u0131l\u0131\u015fta 4 bin 100 dolar seviyeleri \u00e7evresinde gap olu\u015ftu\u011fu, g\u00fcn i\u00e7erisinde ise bu gapin bir k\u0131sm\u0131n\u0131n geri verildi\u011fi ifade edildi. \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak Fed faiz karar\u0131n\u0131n de\u011ferli metaller a\u00e7\u0131s\u0131ndan haftan\u0131n ana g\u00fcndem maddesi oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
G\u00fcm\u00fc\u015f\u00fcn de d\u00fc\u015fen petrol fiyatlar\u0131n\u0131n faiz art\u0131r\u0131m\u0131 beklentilerini s\u0131n\u0131rlamas\u0131yla 59 dolar seviyesine do\u011fru gapli a\u00e7\u0131l\u0131\u015f yapt\u0131\u011f\u0131 belirtilirken, g\u00fcn i\u00e7inde bu gapin bir b\u00f6l\u00fcm\u00fcn\u00fcn geri verildi\u011fi kaydedildi. Piyasalar\u0131n bu hafta Fed’in faiz karar\u0131 ile Kevin Warsh’\u0131n enflasyon, enerji fiyatlar\u0131 ve Eyl\u00fcl toplant\u0131s\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131 takip edece\u011fi vurguland\u0131. Raporda, petrol fiyatlar\u0131ndaki sert geri \u00e7ekilmenin soya fasulyesi ve m\u0131s\u0131r gibi enerji ba\u011flant\u0131l\u0131 tar\u0131msal emtialarda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 belirtilirken, bu\u011fday\u0131n da iki y\u0131l\u0131 a\u015fk\u0131n zirve seviyelerinden geri \u00e7ekildi\u011fi aktar\u0131ld\u0131. Tar\u0131msal emtia piyasalar\u0131nda enerji fiyatlar\u0131 ile Karadeniz arz g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn izlenmeye devam etti\u011fi ifade edildi.<\/p>\n
ABD’de haziran ay\u0131 \u00f6nc\u00fc dayan\u0131kl\u0131 mal sipari\u015flerinin y\u00fczde 0,3 artarak y\u00fczde 2,5’lik beklentinin alt\u0131nda kald\u0131\u011f\u0131 belirtilen raporda, man\u015fet verinin zay\u0131f g\u00f6r\u00fcnmesine kar\u015f\u0131n savunma ve hava ara\u00e7lar\u0131 hari\u00e7 \u00e7ekirdek sermaye mallar\u0131ndaki art\u0131\u015f\u0131n \u015firket yat\u0131r\u0131mlar\u0131 a\u00e7\u0131s\u0131ndan tamamen olumsuz bir tabloya i\u015faret etmedi\u011fi kaydedildi.<\/p>\n
Petrol fiyatlar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f ve jeopolitik tansiyonun ge\u00e7ici olarak azalmas\u0131n\u0131n ABD tahvil faizlerindeki geri \u00e7ekilmeyi destekledi\u011fi belirtilen raporda, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,63 seviyelerine geriledi\u011fi aktar\u0131ld\u0131. Piyasalar\u0131n Fed karar\u0131 \u00f6ncesinde tahvil ihaleleri ile Kevin Warsh’\u0131n a\u00e7\u0131klamalar\u0131n\u0131 takip edece\u011fi ifade edildi.<\/p>\n
ABD borsalar\u0131n\u0131n haftaya g\u00fc\u00e7l\u00fc ba\u015flad\u0131\u011f\u0131 belirtilen raporda, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn enflasyon ve kar marj\u0131 endi\u015felerini azalt\u0131rken teknoloji hisselerinde tepki al\u0131mlar\u0131n\u0131 destekledi\u011fi, ancak piyasa a\u00e7\u0131l\u0131\u015f\u0131n\u0131n ard\u0131ndan endekslerin g\u00fcn i\u00e7i kazan\u0131mlar\u0131n\u0131 geri vererek negatif b\u00f6lgeye ge\u00e7ti\u011fi kaydedildi.<\/p>\n
Raporda ayr\u0131ca bu hafta Microsoft, Meta, Apple, Amazon, Qualcomm, ARM ve Starbucks’\u0131n finansal sonu\u00e7lar\u0131n\u0131n takip edilece\u011fi, yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle yapay zeka harcamalar\u0131n\u0131n nakit ak\u0131\u015f\u0131, marjlar ve ileriye d\u00f6n\u00fck beklentiler \u00fczerindeki etkilerine odaklanaca\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 27 Temmuz (Hibya) \u2013 \u0130kon Menkul, ABD ile \u0130ran aras\u0131nda sald\u0131r\u0131lar\u0131n durmas\u0131n\u0131n jeopolitik tansiyonu s\u0131n\u0131rl\u0131 \u00f6l\u00e7\u00fcde azaltt\u0131\u011f\u0131n\u0131, buna ba\u011fl\u0131 olarak petrol fiyatlar\u0131nda sert geri \u00e7ekilme ya\u015fan\u0131rken k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n desteklendi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":122239,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-122238","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122238","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=122238"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122238\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122239"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"