Trive Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, ABD ile \u0130ran aras\u0131nda artan gerilimin piyasalarda risk alg\u0131s\u0131n\u0131 yeniden y\u00fckseltti\u011fi belirtilerek, ABD’nin \u0130ran’\u0131n Orta Do\u011fu’daki \u00fcslerine y\u00f6nelik f\u00fcze sald\u0131r\u0131s\u0131n\u0131 engelledi\u011fini a\u00e7\u0131klad\u0131\u011f\u0131, \u0130ran’\u0131n ise ABD hedeflerine operasyon d\u00fczenledi\u011fini duyurdu\u011fu aktar\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede, \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n ancak uzla\u015f\u0131 sa\u011flanmas\u0131 halinde a\u00e7\u0131labilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131 ile ABD Ba\u015fkan\u0131 Donald Trump’\u0131n anla\u015fma sa\u011flanamamas\u0131 durumunda yeni askeri ad\u0131mlar\u0131n g\u00fcndeme gelebilece\u011fine ili\u015fkin ifadelerinin jeopolitik risk primini art\u0131rd\u0131\u011f\u0131 kaydedildi. Husilerin Suudi Arabistan’\u0131n devlet petrol \u015firketi Aramco’ya ait bir rafineriyi hedef almas\u0131, OPEC+’\u0131n eyl\u00fcl sonras\u0131 \u00fcretim art\u0131\u015flar\u0131n\u0131 durdurmay\u0131 de\u011ferlendirmesi ve ABD ham petrol stoklar\u0131ndaki gerilemenin de petrol fiyatlar\u0131n\u0131 destekledi\u011fi ifade edildi.<\/p>\n
Fed’in bug\u00fcn a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131n\u0131n piyasalar\u0131n ana g\u00fcndem maddesi oldu\u011fu belirtilen de\u011ferlendirmede, politika faizinde de\u011fi\u015fiklik beklenmekle birlikte y\u00fckselen enerji fiyatlar\u0131 nedeniyle olas\u0131 bir faiz art\u0131\u015f\u0131 ihtimalinin de tamamen g\u00f6z ard\u0131 edilmedi\u011fi aktar\u0131ld\u0131. Karar metni, oy da\u011f\u0131l\u0131m\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n a\u00e7\u0131klamalar\u0131n\u0131n yak\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n
Makroekonomik verilere de de\u011finilen de\u011ferlendirmede, ABD’de Conference Board T\u00fcketici G\u00fcven Endeksi’nin temmuz ay\u0131nda 90,8’e gerileyerek beklentilerin alt\u0131nda kald\u0131\u011f\u0131 belirtildi. Yapay zeka yat\u0131r\u0131mlar\u0131na ili\u015fkin endi\u015felerin ise SK Hynix’in 2026 y\u0131l\u0131 sermaye harcamas\u0131 beklentisini art\u0131rmas\u0131n\u0131n ard\u0131ndan yeniden \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ve \u015firket hisselerinde sat\u0131\u015f bask\u0131s\u0131na neden oldu\u011fu kaydedildi.<\/p>\n
Trive Yat\u0131r\u0131m ayr\u0131ca, Fitch’in \u0130ran kaynakl\u0131 enerji \u015fokunun etkisiyle Avrupa’n\u0131n b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fini ve enflasyon bask\u0131lar\u0131n\u0131n s\u00fcrebilece\u011fi uyar\u0131s\u0131nda bulundu\u011funu aktard\u0131. T\u00fcrkiye ile Irak aras\u0131nda e\u011fitim, ula\u015ft\u0131rma, sanayi, afet y\u00f6netimi ve savunma alanlar\u0131nda imzalanan be\u015f yeni anla\u015fman\u0131n ise Kalk\u0131nma Yolu Projesi ile b\u00f6lgesel ticareti desteklemesinin beklendi\u011fi ifade edildi.<\/p>\n
Teknik de\u011ferlendirmelerde ise EUR\/USD paritesinin 1,1392 seviyesi \u00fczerinde kald\u0131\u011f\u0131 s\u00fcrece k\u0131sa vadede pozitif g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc koruyabilece\u011fi belirtilirken, ons alt\u0131nda 4.050 dolar\u0131n alt\u0131ndaki seyrin zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fc s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi. Brent petrolde 86,10 dolar, Nasdaq 100 vadeli endeksinde ise 28.274 puan seviyesinin k\u0131sa vadeli diren\u00e7 olarak izlendi\u011fi ve bu seviyelerin alt\u0131nda bask\u0131n\u0131n devam edebilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 29 Temmuz (Hibya) – Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n ABD Merkez Bankas\u0131’n\u0131n (Fed) faiz karar\u0131 ile Orta Do\u011fu’da artan jeopolitik riskleri takip etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":122925,"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-122924","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\/122924","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=122924"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122924\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122925"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122924"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122924"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122924"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"