{"id":122928,"date":"2026-07-29T09:30:05","date_gmt":"2026-07-29T06:30:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/29\/fed-karari-oncesinde-jeopolitik-riskler-piyasalarin-odaginda"},"modified":"2026-07-29T09:30:05","modified_gmt":"2026-07-29T06:30:05","slug":"fed-karari-oncesinde-jeopolitik-riskler-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/29\/fed-karari-oncesinde-jeopolitik-riskler-piyasalarin-odaginda\/","title":{"rendered":"Fed karar\u0131 \u00f6ncesinde jeopolitik riskler piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltende, ABD&#8217;nin \u0130ran&#8217;\u0131n Orta Do\u011fu&#8217;daki \u00fcslerine y\u00f6nelik balistik f\u00fcze sald\u0131r\u0131s\u0131n\u0131 engelledi\u011fini a\u00e7\u0131klamas\u0131 ve Tahran y\u00f6netiminin operasyon d\u00fczenledi\u011fini duyurmas\u0131n\u0131n k\u00fcresel piyasalarda risk primini yeniden y\u00fckseltti\u011fi belirtildi.<\/p>\n<p>Raporda, \u0130ran&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n ancak taraflar aras\u0131nda uzla\u015f\u0131 sa\u011flanmas\u0131 halinde a\u00e7\u0131laca\u011f\u0131n\u0131 yineledi\u011fi, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n ise yeni askeri ad\u0131mlar\u0131n masada oldu\u011funu ifade etti\u011fi aktar\u0131l\u0131rken, bu geli\u015fmelerin enerji arz\u0131na y\u00f6nelik endi\u015feleri art\u0131rd\u0131\u011f\u0131 kaydedildi. Jeopolitik geli\u015fmeler ve ABD ham petrol stoklar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle petrol fiyatlar\u0131n\u0131n y\u00fckseldi\u011fi belirtilen raporda, OPEC+&#8217;\u0131n \u00fcretim art\u0131\u015flar\u0131n\u0131 durdurabilece\u011fine y\u00f6nelik haber ak\u0131\u015f\u0131n\u0131n da enflasyon beklentilerini destekledi\u011fi ifade edildi.<\/p>\n<p>Raporda, piyasalarda Fed&#8217;in politika faizini sabit b\u0131rakmas\u0131n\u0131n temel beklenti olmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, ancak y\u00fckselen enerji fiyatlar\u0131 nedeniyle s\u0131n\u0131rl\u0131 da olsa faiz art\u0131r\u0131m\u0131 ihtimalinin tamamen d\u0131\u015flanmad\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Yat\u0131r\u0131mc\u0131lar\u0131n faiz karar\u0131n\u0131n yan\u0131 s\u0131ra karar metni, oy da\u011f\u0131l\u0131m\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh&#8217;\u0131n toplant\u0131 sonras\u0131nda verece\u011fi mesajlar\u0131 yak\u0131ndan takip edece\u011fi belirtilen raporda, ABD&#8217;de t\u00fcketici g\u00fcveninin beklentilerin alt\u0131nda kalmas\u0131n\u0131n para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc tek ba\u015f\u0131na de\u011fi\u015ftirecek g\u00fc\u00e7te g\u00f6r\u00fclmedi\u011fi kaydedildi.<\/p>\n<p>Raporda ayr\u0131ca, SK Hynix&#8217;in sermaye harcamas\u0131 hedefini y\u00fckseltmesinin yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine y\u00f6nelik soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131, Fitch&#8217;in Avrupa ekonomilerine ili\u015fkin enerji kaynakl\u0131 b\u00fcy\u00fcme uyar\u0131s\u0131n\u0131n da k\u00fcresel piyasalardaki temkinli g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fi ifade edildi.<\/p>\n<p>T\u00fcrkiye taraf\u0131nda ise Irak ile ula\u015ft\u0131rma, sanayi, e\u011fitim, afet y\u00f6netimi ve savunma sanayisini kapsayan yeni i\u015f birli\u011fi anla\u015fmalar\u0131n\u0131n b\u00f6lgesel ekonomik entegrasyonu destekleyen \u00f6nemli bir ad\u0131m olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilen raporda, k\u0131sa vadede piyasa etkisinin s\u0131n\u0131rl\u0131 kalmas\u0131n\u0131n beklendi\u011fi, Kalk\u0131nma Yolu Projesi ba\u015fta olmak \u00fczere lojistik ve ticaret a\u011flar\u0131n\u0131 g\u00fc\u00e7lendirmesi nedeniyle orta vadede olumlu de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Raporda, Fed&#8217;den gelecek mesajlar, Orta Do\u011fu&#8217;daki jeopolitik geli\u015fmeler ve enerji fiyatlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne etkisinin k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam edece\u011fi vurguland\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 29 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n haftan\u0131n en kritik i\u015flem g\u00fcn\u00fcne Fed&#8217;in faiz karar\u0131 ve yeniden y\u00fckselen jeopolitik risklerin g\u00f6lgesinde girdi\u011fini, yat\u0131r\u0131mc\u0131lar\u0131n Fed Ba\u015fkan\u0131 Kevin Warsh&#8217;\u0131n verece\u011fi mesajlara odakland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":122929,"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-122928","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\/122928","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=122928"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/122928\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/122929"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=122928"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=122928"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=122928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}