Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan “G\u00fcn\u00fcn Piyasa Haritas\u0131” raporunda, g\u00fcn\u00fcn en \u00f6nemli g\u00fcndem maddesinin Fed’in faiz karar\u0131 oldu\u011fu belirtilirken, son 24 saatte Orta Do\u011fu’dan gelen haber ak\u0131\u015f\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131n risk alg\u0131s\u0131n\u0131 yeniden bozdu\u011fu ifade edildi. Raporda, ABD’nin \u0130ran’\u0131n Orta Do\u011fu’daki Amerikan \u00fcslerini hedef alan balistik f\u00fcze sald\u0131r\u0131s\u0131n\u0131 engelledi\u011fini a\u00e7\u0131klad\u0131\u011f\u0131, \u0130ran’\u0131n ise ABD hedeflerine y\u00f6nelik operasyon d\u00fczenledi\u011fini duyurdu\u011fu aktar\u0131ld\u0131.<\/p>\n
Tahran y\u00f6netiminin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n ancak taraflar aras\u0131nda uzla\u015f\u0131 sa\u011flanmas\u0131 halinde yeniden a\u00e7\u0131labilece\u011fini yineledi\u011fi belirtilen raporda, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n da anla\u015fmaya var\u0131lamamas\u0131 durumunda \u0130ran’a y\u00f6nelik yeni askeri ad\u0131mlar\u0131n g\u00fcndemde oldu\u011funu ifade etti\u011fi kaydedildi. Son g\u00fcnlerde diplomatik \u00e7\u00f6z\u00fcm beklentisiyle gerileyen jeopolitik risk priminin yeniden y\u00fckseli\u015fe ge\u00e7ti\u011fi belirtilen raporda, enerji arz g\u00fcvenli\u011fi ve k\u00fcresel enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015felerin yeniden fiyatlanmaya ba\u015flad\u0131\u011f\u0131 bilgisi verildi.<\/p>\n
Raporda, ABD ham petrol stoklar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn de etkisiyle petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin s\u00fcrd\u00fc\u011f\u00fc, bunun enflasyon endi\u015felerini canl\u0131 tuttu\u011fu ve piyasalar\u0131n bu gece Fed’den gelecek mesajlara odakland\u0131\u011f\u0131 aktar\u0131ld\u0131. Jeopolitik risklerdeki t\u0131rman\u0131\u015f\u0131n enerji piyasalar\u0131na yans\u0131mas\u0131n\u0131n para politikas\u0131 beklentilerini de yeniden g\u00fcndemin merkezine ta\u015f\u0131d\u0131\u011f\u0131 belirtilen raporda, OPEC+’\u0131n eyl\u00fcl ay\u0131n\u0131n ard\u0131ndan \u00fcretim art\u0131\u015flar\u0131n\u0131 durdurmay\u0131 de\u011ferlendirdi\u011fine y\u00f6nelik haber ak\u0131\u015f\u0131n\u0131n da petrol fiyatlar\u0131n\u0131 destekledi\u011fi ifade edildi.<\/p>\n
Enerji maliyetlerindeki y\u00fckseli\u015fin enflasyondaki iyile\u015fme s\u00fcrecinin kal\u0131c\u0131l\u0131\u011f\u0131na ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 kaydedilen raporda, bu g\u00f6r\u00fcn\u00fcm\u00fcn k\u00fcresel tahvil piyasalar\u0131nda temkinli seyrin korunmas\u0131na neden oldu\u011fu ve yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelik i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, piyasalarda Fed’in politika faizini sabit b\u0131rakmas\u0131n\u0131n temel senaryo olmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, ancak y\u00fckselen enerji fiyatlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yeniden bozabilece\u011fine y\u00f6nelik endi\u015feler nedeniyle s\u00fcrpriz bir faiz art\u0131\u015f\u0131 ihtimalinin tamamen d\u0131\u015flanmad\u0131\u011f\u0131 vurguland\u0131.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n yaln\u0131zca faiz karar\u0131n\u0131 de\u011fil, karar metnini, oy da\u011f\u0131l\u0131m\u0131n\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n toplant\u0131 sonras\u0131nda verece\u011fi mesajlar\u0131 da yak\u0131ndan takip edece\u011fi belirtilen raporda, y\u0131l\u0131n geri kalan\u0131na ili\u015fkin para politikas\u0131 beklentilerini \u015fekillendirecek y\u00f6nlendirmelerin dolar, tahvil faizleri, emtia fiyatlar\u0131 ve k\u00fcresel hisse piyasalar\u0131n\u0131n k\u0131sa vadeli y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan g\u00fcn\u00fcn en kritik fiyatlama ba\u015fl\u0131\u011f\u0131 olaca\u011f\u0131 kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 29 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n haftan\u0131n en kritik i\u015flem g\u00fcn\u00fcne jeopolitik riskler ile para politikas\u0131na ili\u015fkin belirsizliklerin ayn\u0131 anda g\u00fc\u00e7 kazand\u0131\u011f\u0131 bir ortamda girdi\u011fini, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda Fed’in faiz karar\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n a\u00e7\u0131klamalar\u0131n\u0131n bulundu\u011funu duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":122921,"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-122920","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\/122920","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=122920"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122920\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122921"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"