{"id":123315,"date":"2026-07-29T16:00:11","date_gmt":"2026-07-29T13:00:11","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/29\/duzeltme-jeopolitik-riskler-ve-fed-karari-piyasalarin-odaginda"},"modified":"2026-07-29T16:00:11","modified_gmt":"2026-07-29T13:00:11","slug":"duzeltme-jeopolitik-riskler-ve-fed-karari-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/29\/duzeltme-jeopolitik-riskler-ve-fed-karari-piyasalarin-odaginda\/","title":{"rendered":"D\u00fczeltme- Jeopolitik riskler ve Fed karar\u0131 piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p class=\"MsoNormal\">\u201cJeopolitik riskler ve Fed karar\u0131 piyasalar\u0131n oda\u011f\u0131nda\u201d ba\u015fl\u0131kl\u0131 haberimizde ge\u00e7en \u201cMetg\u00fcn Enerji\u201d b\u00f6l\u00fcm\u00fc sehven \u201cMetemtur Enerji\u201d \u015feklinde yer alm\u0131\u015ft\u0131r. Haberimizi d\u00fczelterek yeniden yay\u0131ml\u0131yoruz.<\/p>\n<p class=\"MsoNormal\">Marba\u015f Menkul\u2019\u00fcn g\u00fcnl\u00fck analizinde, BIST 100 endeksinin \u00f6nceki g\u00fcn\u00fc y\u00fczde 0,63 d\u00fc\u015f\u00fc\u015fle 13 bin 687 puandan tamamlad\u0131\u011f\u0131 hat\u0131rlat\u0131larak, 14 bin ve 13 bin 750 puan seviyelerinin alt\u0131nda kal\u0131nmas\u0131n\u0131n teknik g\u00f6r\u00fcn\u00fcmdeki zay\u0131fl\u0131\u011f\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Analizde, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 13 bin 605 puan seviyesinin destek olarak izlenece\u011fi, k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fcn toparlanabilmesi i\u00e7in ise 13 bin 750 ve 14 bin puan seviyelerinin yeniden a\u015f\u0131lmas\u0131n\u0131n \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n<p class=\"MsoNormal\">Gece saatlerinde \u0130ran\u2019\u0131n ABD \u00fcslerine y\u00f6nelik f\u00fcze sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan y\u00fckselen jeopolitik tansiyonun k\u00fcresel risk i\u015ftah\u0131n\u0131 olumsuz etkiledi\u011fini, bunun da yurt i\u00e7i piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fcn korunmas\u0131na neden olabilece\u011fini belirtti. Makroekonomik veri g\u00fcndeminin sakin oldu\u011fu g\u00fcnde, bilan\u00e7o sezonu nedeniyle \u015firket bazl\u0131 fiyat hareketlerinin \u00f6ne \u00e7\u0131kmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">K\u00fcresel piyasalara ili\u015fkin de\u011ferlendirmede ise ABD\u2019de Dow Jones endeksinin petrol fiyatlar\u0131ndaki gerileme ve Fed beklentileriyle y\u00fckselmeye devam etti\u011fi, Nasdaq endeksinin ise yar\u0131 iletken hisselerindeki sat\u0131\u015flar\u0131n etkisiyle \u00fcst \u00fcste be\u015finci i\u015flem g\u00fcn\u00fcn\u00fc ekside tamamlad\u0131\u011f\u0131 ifade edildi. Analizde, \u0130ran\u2019\u0131n f\u00fcze sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan Brent petrol fiyatlar\u0131nda y\u00fckseli\u015f g\u00f6zlendi\u011fi belirtildi.<\/p>\n<p class=\"MsoNormal\">Asya piyasalar\u0131nda teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekilen analizde, G\u00fcney Kore\u2019de KOSPI endeksinin ikinci g\u00fcn \u00fcst \u00fcste devre kesici uygulamas\u0131n\u0131 tetikledi\u011fi, SK Hynix\u2019in rekor k\u00e2r a\u00e7\u0131klamas\u0131na ra\u011fmen beklentileri kar\u015f\u0131layamamas\u0131n\u0131n yapay zek\u00e2 ve yar\u0131 iletken sekt\u00f6r\u00fcndeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 kaydedildi. Japonya\u2019da Nikkei endeksinin de teknoloji hisselerindeki k\u00fcresel sat\u0131\u015flardan olumsuz etkilendi\u011fi, \u00c7in piyasalar\u0131n\u0131n ise g\u00f6rece daha diren\u00e7li bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Avrupa piyasalar\u0131nda ise bilan\u00e7o sezonunun olumlu \u015firket sonu\u00e7lar\u0131yla desteklenmeye devam etti\u011fi belirtilen analizde, STOXX 600 endeksinin y\u00fckseli\u015f e\u011filimini korudu\u011fu aktar\u0131ld\u0131. Unilever, Mercedes-Benz ve LVMH\u2019nin g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n\u0131n endeksleri destekledi\u011fi, buna kar\u015f\u0131l\u0131k Barclays ve Saipem hisselerinde bilan\u00e7o sonras\u0131 sat\u0131\u015f bask\u0131s\u0131 g\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi. Enerji sekt\u00f6r\u00fcn\u00fcn ise Brent petrol fiyatlar\u0131ndaki \u00f6nceki g\u00fcnlerde ya\u015fanan gerilemenin etkisiyle zay\u0131f seyrini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p class=\"MsoNormal\">Marba\u015f Menkul, Fed\u2019in faiz karar\u0131nda politika faizini sabit b\u0131rakmas\u0131n\u0131n beklendi\u011fini, ancak karar metni ile Fed yetkililerinin verece\u011fi mesajlar\u0131n piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 de\u011ferlendirdi. Kurum ayr\u0131ca, piyasa kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klanacak Microsoft, Meta ve Qualcomm finansal sonu\u00e7lar\u0131n\u0131n da yat\u0131r\u0131mc\u0131lar\u0131n yak\u0131n takibinde olaca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n<p class=\"MsoNormal\">\u015eirket haberleri taraf\u0131nda ise DenizBank\u2019\u0131n tahsili gecikmi\u015f alacak sat\u0131\u015f\u0131na ili\u015fkin devir i\u015flemlerini tamamlad\u0131\u011f\u0131, \u015ei\u015fecam\u2019\u0131n ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 14 A\u011fustos\u2019ta a\u00e7\u0131klayaca\u011f\u0131, Tofa\u015f\u2019\u0131n Bursa fabrikas\u0131nda planl\u0131 bak\u0131m nedeniyle 30 Temmuz-16 A\u011fustos tarihleri aras\u0131nda \u00fcretime ara verece\u011fi bildirildi. TAV Havalimanlar\u0131\u2019n\u0131n Almat\u0131 Havaliman\u0131\u2019ndaki dolayl\u0131 pay\u0131n\u0131 y\u00fczde 100\u2019e \u00e7\u0131karaca\u011f\u0131, T\u00fcmosan\u2019\u0131n Konyaspor ile 102 milyon lira tutar\u0131nda sponsorluk anla\u015fmas\u0131 imzalad\u0131\u011f\u0131, GSD Holding\u2019in Japonya\u2019da bir kuru y\u00fck gemisi al\u0131m\u0131 i\u00e7in niyet mektubu imzalad\u0131\u011f\u0131, \u015ea-Ra Enerji\u2019nin grup \u015firketiyle birlikte 17,6 milyon avro tutar\u0131nda elektrik iletim hatt\u0131 s\u00f6zle\u015fmesi yapt\u0131\u011f\u0131 ve Metg\u00fcn Enerji\u2019de halka arzdan elde edilen fonun Bioden Enerji\u2019den olan alacak bakiyesinin azalt\u0131lmas\u0131nda kullan\u0131ld\u0131\u011f\u0131 a\u00e7\u0131kland\u0131.<\/p>\n<p class=\"MsoNormal\">\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 29 Temmuz (Hibya)- Marba\u015f Menkul, Borsa \u0130stanbul\u2019da teknik g\u00f6r\u00fcn\u00fcmdeki zay\u0131fl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc, jeopolitik risklerdeki art\u0131\u015f ve k\u00fcresel risk i\u015ftah\u0131ndaki bozulman\u0131n i\u00e7 piyasalar \u00fczerinde bask\u0131 olu\u015fturabilece\u011fini de\u011ferlendirdi. Kurum, g\u00fcn\u00fcn en \u00f6nemli g\u00fcndem maddelerinin ABD Merkez Bankas\u0131 (Fed) faiz karar\u0131 ile b\u00fcy\u00fck teknoloji \u015firketlerinin bilan\u00e7olar\u0131 olaca\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":123316,"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-123315","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\/123315","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=123315"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/123315\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/123316"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=123315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=123315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=123315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}