Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz karar\u0131, Orta Do\u011fu’daki jeopolitik geli\u015fmeler ve b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131n\u0131n yer ald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Analize g\u00f6re, Orta Do\u011fu’da askeri tansiyonun ge\u00e7ici olarak d\u00fc\u015fmesiyle piyasalarda olu\u015fan iyimserlik, diplomatik s\u00fcrece ili\u015fkin belirsizliklerin devam etmesi nedeniyle yerini temkinli bir g\u00f6r\u00fcn\u00fcme b\u0131rakt\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n Washington ile Tahran aras\u0131nda anla\u015fma ihtimaline i\u015faret etmesine kar\u015f\u0131n, askeri se\u00e7ene\u011fin masada kalmaya devam edece\u011fini vurgulamas\u0131 ve \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 konusunda ABD’nin \u00f6nerisini reddetmesi, jeopolitik risklerin tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi.<\/p>\n
Raporda, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin geli\u015fmelerin enerji piyasalar\u0131 a\u00e7\u0131s\u0131ndan belirleyici olmaya devam etti\u011fi belirtildi. \u0130ran ile Umman aras\u0131nda deniz trafi\u011finin normale d\u00f6nmesine y\u00f6nelik temaslar s\u00fcrerken, b\u00f6lgedeki belirsizliklerin petrol arz\u0131na y\u00f6nelik riskleri canl\u0131 tuttu\u011fu ifade edildi.<\/p>\n
Analizde, son d\u00f6nemde petrol fiyatlar\u0131nda g\u00f6r\u00fclen geri \u00e7ekilmeye ra\u011fmen diplomatik s\u00fcrecin ba\u015far\u0131s\u0131z olmas\u0131 halinde enerji piyasalar\u0131nda oynakl\u0131\u011f\u0131n yeniden artabilece\u011fi de\u011ferlendirilerek, hafta boyunca ABD-\u0130ran hatt\u0131ndan gelecek a\u00e7\u0131klamalar\u0131n ve H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin geli\u015fmelerin emtia fiyatlar\u0131n\u0131n y\u00f6n\u00fc \u00fczerinde etkili olaca\u011f\u0131 kaydedildi.<\/p>\n
Trive Yat\u0131r\u0131m, Avrupa’da do\u011fal gaz piyasas\u0131nda da arz g\u00fcvenli\u011fi endi\u015felerinin devam etti\u011fine dikkat \u00e7ekti.<\/p>\n
Goldman Sachs’\u0131n, Hollanda merkezli TTF do\u011fal gaz kontratlar\u0131n\u0131n k\u0131\u015f d\u00f6neminde 100 euro seviyesini a\u015fabilece\u011fi y\u00f6n\u00fcndeki de\u011ferlendirmesine yer verilen analizde, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki belirsizlik ve k\u00fcresel LNG ticaretine ili\u015fkin risklerin Avrupa’da enerji maliyetleri \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi ifade edildi.<\/p>\n
Analizde, \u00c7in’in geli\u015fmi\u015f \u00e7ip \u00fcretiminde beklenenden h\u0131zl\u0131 ilerleme kaydetmesinin k\u00fcresel yar\u0131 iletken sekt\u00f6r\u00fcnde rekabeti art\u0131rd\u0131\u011f\u0131 belirtilirken, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n uzun vadeli getirilerine ili\u015fkin soru i\u015faretlerinin teknoloji hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131 beraberinde getirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n art\u0131k yaln\u0131zca yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc de\u011fil, bu yat\u0131r\u0131mlar\u0131n \u015firket karl\u0131l\u0131\u011f\u0131na sa\u011flayaca\u011f\u0131 katk\u0131y\u0131 da de\u011ferlendirdi\u011fi belirtilirken, bilan\u00e7o sezonunda \u015firketlerin sermaye harcamalar\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n k\u00fcresel risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 ifade edildi.<\/p>\n
Raporda, tahvil piyasalar\u0131nda Fed toplant\u0131s\u0131 \u00f6ncesinde temkinli g\u00f6r\u00fcn\u00fcm\u00fcn korundu\u011fu belirtilerek, yat\u0131r\u0131mc\u0131lar\u0131n faiz karar\u0131ndan \u00e7ok Fed’in gelecek d\u00f6neme ili\u015fkin y\u00f6nlendirmelerine odakland\u0131\u011f\u0131 vurguland\u0131.<\/p>\n
Citadel Securities’in piyasa beklentisinin aksine Fed’den 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 bekledi\u011fine dikkat \u00e7ekilen analizde, karar metni ve enflasyona ili\u015fkin mesajlar\u0131n k\u00fcresel piyasalarda fiyatlamalar a\u00e7\u0131s\u0131ndan kritik \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, Avrupa Merkez Bankas\u0131 (AMB) Y\u00f6netim Konseyi \u00dcyesi Peter Kazimir’in en az bir faiz art\u0131\u015f\u0131 daha gerekebilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n Avrupa’da s\u0131k\u0131 para politikas\u0131 beklentilerini g\u00fc\u00e7lendirdi\u011fini belirtti.<\/p>\n
Yurt i\u00e7inde ise ING’nin de\u011ferlendirmesine yer verilen analizde, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) mevcut s\u0131k\u0131 para politikas\u0131 duru\u015funu koruyarak veri odakl\u0131 ve temkinli yakla\u015f\u0131m\u0131n\u0131 s\u00fcrd\u00fcrmesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Analizde, k\u00fcresel piyasalarda bu hafta Fed’in faiz karar\u0131, ABD-\u0130ran hatt\u0131ndaki diplomatik geli\u015fmeler, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin haber ak\u0131\u015f\u0131 ve b\u00fcy\u00fck teknoloji \u015firketlerinin finansal sonu\u00e7lar\u0131n\u0131n piyasalarda y\u00f6n belirleyici unsurlar olmaya devam edece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 28 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz karar\u0131, Orta Do\u011fu’daki jeopolitik geli\u015fmeler ve b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131n\u0131n yer ald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":122425,"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-122424","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\/122424","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=122424"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122424\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122425"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"