Trive Yat\u0131r\u0131m, ABD Merkez Bankas\u0131’n\u0131n (Fed) politika faizini sabit tutmas\u0131n\u0131n ard\u0131ndan piyasalarda belirsizli\u011fin artt\u0131\u011f\u0131n\u0131, jeopolitik geli\u015fmelerin ise k\u00fcresel risk alg\u0131s\u0131n\u0131 desteklemeye devam etti\u011fini bildirdi.<\/p>\n
\u015eirketin de\u011ferlendirmesinde, Fed’in politika faizini y\u00fczde 3,50-3,75 aral\u0131\u011f\u0131nda sabit tuttu\u011fu, karar\u0131n 9’a kar\u015f\u0131 3 oyla al\u0131nd\u0131\u011f\u0131 belirtildi. A\u00e7\u0131klamada, Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari ve Dallas Fed Ba\u015fkan\u0131 Lorie Logan’\u0131n 25 baz puanl\u0131k faiz art\u0131\u015f\u0131ndan yana oy kulland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Raporda, Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n toplant\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda tahvil faizlerindeki y\u00fckseli\u015fin finansal ko\u015fullar\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131\u011f\u0131na i\u015faret etti\u011fi, ancak gelecekteki faiz patikas\u0131na ili\u015fkin net y\u00f6nlendirme yapmamas\u0131n\u0131n piyasalarda belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
De\u011ferlendirmede, karar\u0131n ard\u0131ndan ABD borsalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n g\u00fc\u00e7lendi\u011fi, S&P 500 Endeksi’nin y\u00fczde 1,5, Dow Jones Sanayi Endeksi’nin ise y\u00fczde 2’nin \u00fczerinde de\u011fer kaybetti\u011fi belirtildi. Nasdaq Bile\u015fik Endeksi’nin de y\u00fczde 1,7 geriledi\u011fi, ABD’nin 30 y\u0131ll\u0131k tahvil faizinin ise 2007’den bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n
\u015eirket, bilan\u00e7o taraf\u0131nda Microsoft’un g\u00fc\u00e7l\u00fc bulut hizmetleri b\u00fcy\u00fcmesiyle olumlu ayr\u0131\u015ft\u0131\u011f\u0131n\u0131, Meta’n\u0131n ise zay\u0131f gelir beklentisi nedeniyle hisse fiyat\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
Trive Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, ABD’nin \u0130ran’\u0131n \u00dcrd\u00fcn’deki ABD g\u00fc\u00e7lerine y\u00f6nelik f\u00fcze sald\u0131r\u0131s\u0131na kar\u015f\u0131l\u0131k \u0130ran’daki baz\u0131 askeri ve enerji altyap\u0131s\u0131 hedeflerine hava sald\u0131r\u0131s\u0131 d\u00fczenledi\u011fi, bunun Orta Do\u011fu’da enerji arz\u0131na y\u00f6nelik riskleri art\u0131rd\u0131\u011f\u0131 ifade edildi. Ayr\u0131ca Husilerin Bab\u00fclmendep Bo\u011faz\u0131’ndan ge\u00e7en ticari gemilerden ge\u00e7i\u015f \u00fccreti al\u0131nmas\u0131n\u0131 de\u011ferlendirdi\u011fine ili\u015fkin haberlerin de b\u00f6lgedeki enerji ta\u015f\u0131mac\u0131l\u0131\u011f\u0131na y\u00f6nelik endi\u015feleri art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, Suudi Arabistan’\u0131n petrol \u015firketi Aramco’nun K\u0131z\u0131ldeniz’deki g\u00fcvenlik riskleri nedeniyle Asya sevkiyatlar\u0131na y\u00f6nelik yeni fiyatlama se\u00e7enekleri \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 bilgisi de yer ald\u0131.<\/p>\n
Teknoloji sekt\u00f6r\u00fcne ili\u015fkin de\u011ferlendirmede ise Meta \u00dcst Y\u00f6neticisi (CEO) Mark Zuckerberg’in, ABD’nin \u00c7in kaynakl\u0131 yapay zek\u00e2 modellerine y\u00f6nelik olas\u0131 k\u0131s\u0131tlamalar\u0131n\u0131n rekabet a\u00e7\u0131s\u0131ndan kal\u0131c\u0131 \u00e7\u00f6z\u00fcm olu\u015fturmayaca\u011f\u0131n\u0131 savundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Japonya ekonomisine ili\u015fkin b\u00f6l\u00fcmde ise Japon h\u00fck\u00fcmetinin, y\u00fckselen petrol fiyatlar\u0131n\u0131n i\u00e7 talep \u00fczerindeki bask\u0131s\u0131n\u0131 gerek\u00e7e g\u00f6stererek 2026 mali y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 1,3’ten y\u00fczde 0,9’a indirdi\u011fi, enflasyon beklentisini ise yukar\u0131 y\u00f6nl\u00fc revize etti\u011fi ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, Fed sonras\u0131 olu\u015fan belirsizlik, y\u00fckselen jeopolitik riskler ve enerji piyasalar\u0131ndaki geli\u015fmelerin k\u00fcresel piyasalarda oynakl\u0131\u011f\u0131n s\u00fcrmesine neden olabilece\u011fini de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130stanbul, 30 Temmuz (Hibya) – Trive Yat\u0131r\u0131m, ABD Merkez Bankas\u0131’n\u0131n (Fed) politika faizini sabit tutmas\u0131n\u0131n ard\u0131ndan piyasalarda belirsizli\u011fin artt\u0131\u011f\u0131n\u0131, jeopolitik geli\u015fmelerin ise k\u00fcresel risk alg\u0131s\u0131n\u0131 desteklemeye devam etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":123656,"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-123655","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\/123655","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=123655"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/123655\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/123656"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=123655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=123655"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=123655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"