{"id":124481,"date":"2026-07-31T09:30:06","date_gmt":"2026-07-31T06:30:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/31\/jeopolitik-riskler-ve-enflasyon-verileri-piyasalarin-odaginda"},"modified":"2026-07-31T09:30:06","modified_gmt":"2026-07-31T06:30:06","slug":"jeopolitik-riskler-ve-enflasyon-verileri-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/31\/jeopolitik-riskler-ve-enflasyon-verileri-piyasalarin-odaginda\/","title":{"rendered":"Jeopolitik riskler ve enflasyon verileri piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"367\" data-end=\"854\">Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan haftal\u0131k piyasa de\u011ferlendirme raporunda, haftan\u0131n ba\u015f\u0131nda ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n \u0130ran&#8217;a y\u00f6nelik sald\u0131r\u0131lar\u0131 durdurdu\u011funu a\u00e7\u0131klamas\u0131 ve \u0130ran&#8217;\u0131n da ABD sald\u0131r\u0131lar\u0131 sona erdi\u011fi s\u00fcrece kar\u015f\u0131l\u0131k vermeyece\u011fini duyurmas\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131nda sert gerileme ya\u015fand\u0131\u011f\u0131 ifade edildi. Raporda, \u00f6nceki haftay\u0131 y\u00fczde 11,80 y\u00fckseli\u015fle 98,70 dolardan tamamlayan Brent petrol\u00fcn, geli\u015fmelerin etkisiyle sal\u0131 g\u00fcn\u00fc 80,70 dolara kadar geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"856\" data-end=\"1230\">Raporda, \u00e7ar\u015famba g\u00fcn\u00fc ABD ve Suudi Arabistan ordular\u0131n\u0131n Irak&#8217;taki \u0130ran destekli gruplara y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan jeopolitik gerilimin yeniden t\u0131rmand\u0131\u011f\u0131 ve petrol fiyatlar\u0131n\u0131n tekrar y\u00fckseli\u015fe ge\u00e7ti\u011fi belirtildi. Haftan\u0131n \u00f6ne \u00e7\u0131kan di\u011fer g\u00fcndem maddesinin ise ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) faiz karar\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh&#8217;\u0131n a\u00e7\u0131klamalar\u0131 oldu\u011fu ifade edildi.<\/p>\n<p data-start=\"1232\" data-end=\"1760\">Alnus Yat\u0131r\u0131m, Fed&#8217;in beklentilere paralel olarak politika faizini sabit tuttu\u011funu, \u00fc\u00e7 kurul \u00fcyesinin faiz art\u0131r\u0131m\u0131 y\u00f6n\u00fcnde g\u00f6r\u00fc\u015f bildirdi\u011fini aktard\u0131. Raporda, Fed Ba\u015fkan\u0131 Kevin Warsh&#8217;\u0131n &#8220;Enflasyonda normalle\u015fme zaman alacak. Enflasyon y\u00fcksek kalmaya devam ederse faiz oranlar\u0131 \u00e7\u00f6z\u00fcm\u00fcn bir par\u00e7as\u0131 olabilir.&#8221; y\u00f6n\u00fcndeki de\u011ferlendirmelerinin piyasalar a\u00e7\u0131s\u0131ndan kritik oldu\u011fu kaydedildi. Kararlar\u0131n ard\u0131ndan dolar endeksinde gerileme g\u00f6r\u00fcl\u00fcrken, k\u00fcresel hisse senedi piyasalar\u0131nda ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm\u00fcn olu\u015ftu\u011fu ifade edildi.<\/p>\n<p data-start=\"1762\" data-end=\"2224\">Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede ise jeopolitik risklerin ve ba\u015fta Fed olmak \u00fczere b\u00fcy\u00fck merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentilerin fiyatlamalarda etkili oldu\u011fu belirtildi. Ayr\u0131ca T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n son faiz karar\u0131n\u0131n ard\u0131ndan para politikas\u0131n\u0131n gelece\u011fine y\u00f6nelik beklentiler, enflasyon g\u00f6r\u00fcn\u00fcm\u00fc ve a\u00e7\u0131klanan \u015firket finansallar\u0131n\u0131n da piyasalar\u0131n seyrini etkileyen ba\u015fl\u0131ca unsurlar aras\u0131nda yer ald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p data-start=\"2226\" data-end=\"2602\">Raporda, gelecek hafta k\u00fcresel piyasalarda ABD-\u0130ran geriliminin seyri ile enerji fiyatlar\u0131n\u0131n enflasyon ve merkez bankalar\u0131n\u0131n politikalar\u0131na olas\u0131 etkilerinin yak\u0131ndan izlenece\u011fi ifade edildi. Fed&#8217;in son toplant\u0131s\u0131n\u0131n ard\u0131ndan ABD istihdam verileri ile sonraki hafta a\u00e7\u0131klanacak enflasyon verilerine ili\u015fkin beklentilerin de fiyatlamalarda belirleyici olabilece\u011fi belirtildi.<\/p>\n<p data-start=\"2604\" data-end=\"2879\">Alnus Yat\u0131r\u0131m, yurt i\u00e7inde ise jeopolitik geli\u015fmelerin T\u00fcrk liras\u0131 varl\u0131klara yans\u0131malar\u0131n\u0131n takip edilece\u011fini, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n gelecek toplant\u0131s\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yan temmuz ay\u0131 enflasyon verilerinin i\u00e7 piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini aktard\u0131.<\/p>\n<p data-start=\"2881\" data-end=\"3413\">Teknik de\u011ferlendirmede, BIST 100 endeksinde hafta boyunca etkili olan sat\u0131\u015f bask\u0131s\u0131yla endeksin 13.292 puandan kapan\u0131\u015f yapt\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Raporda, olas\u0131 geri \u00e7ekilmelerde 13.070 ve 12.900 seviyelerinde bulunan 200 g\u00fcnl\u00fck hareketli ortalamalar\u0131n kritik destek konumunda oldu\u011fu, bu seviyelerin alt\u0131nda ise y\u00fckselen trendin ge\u00e7ti\u011fi 12.700 puan b\u00f6lgesinin izlenece\u011fi ifade edildi. Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 13.600 seviyesi ile 13.750 puan civar\u0131ndaki 9 g\u00fcnl\u00fck \u00fcssel hareketli ortalaman\u0131n diren\u00e7 olarak takip edilece\u011fi belirtildi.<\/p>\n<p data-start=\"3415\" data-end=\"3831\">V\u0130OP BIST 30 yak\u0131n vadeli kontrat\u0131na ili\u015fkin de\u011ferlendirmede, hafta boyunca sert sat\u0131\u015flar\u0131n g\u00f6r\u00fcld\u00fc\u011f\u00fc ve kontrat\u0131n 15.429 seviyesinden kapand\u0131\u011f\u0131 aktar\u0131ld\u0131. Raporda, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 15.000 seviyesinin kritik e\u015fik oldu\u011fu, bu seviyenin k\u0131r\u0131lmas\u0131 halinde 14.825 ve 14.550 desteklerinin izlenece\u011fi kaydedildi. Olas\u0131 y\u00fckseli\u015flerde ise 15.650, 15.815 ve 16.100 seviyelerinin diren\u00e7 olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p data-start=\"3833\" data-end=\"4159\">S&amp;P 500 endeksine ili\u015fkin teknik de\u011ferlendirmede, endeksin 7.437 seviyesinden kapan\u0131\u015f yapt\u0131\u011f\u0131 belirtilirken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 7.350-7.320 band\u0131 ile 7.260 seviyesinin destek olarak takip edilece\u011fi aktar\u0131ld\u0131. Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 7.480, 7.500, 7.555 ve 7.580 seviyelerinin diren\u00e7 konumunda bulundu\u011fu kaydedildi.<\/p>\n<p data-start=\"4161\" data-end=\"4553\" data-is-last-node=\"\" data-is-only-node=\"\">Ons alt\u0131n taraf\u0131nda ise fiyatlaman\u0131n 4.100 dolar\u0131n hemen alt\u0131nda s\u00fcrd\u00fc\u011f\u00fc belirtilen raporda, geri \u00e7ekilmelerde 4.000-3.960 dolar band\u0131 ile 3.885 dolar seviyesinin kritik destek b\u00f6lgeleri oldu\u011fu ifade edildi. Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 4.180 dolar seviyesinin a\u015f\u0131lmas\u0131n\u0131n teknik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131, bu seviyenin \u00fczerinde 4.330 ve 4.500 dolar diren\u00e7lerinin izlenece\u011fi aktar\u0131ld\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Alnus Yat\u0131r\u0131m, ABD-\u0130ran geriliminin yeniden t\u0131rmanmas\u0131n\u0131n k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131, gelecek hafta ise yurt i\u00e7inde enflasyon verileri ile yurt d\u0131\u015f\u0131nda ABD istihdam verilerinin piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131n\u0131 aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":124482,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-124481","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124481","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=124481"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124481\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/124482"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=124481"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=124481"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=124481"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}