{"id":124505,"date":"2026-07-31T09:45:21","date_gmt":"2026-07-31T06:45:21","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/31\/jeopolitik-gerilim-ve-enerji-arzi-kuresel-piyasalarin-odaginda"},"modified":"2026-07-31T09:45:21","modified_gmt":"2026-07-31T06:45:21","slug":"jeopolitik-gerilim-ve-enerji-arzi-kuresel-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/31\/jeopolitik-gerilim-ve-enerji-arzi-kuresel-piyasalarin-odaginda\/","title":{"rendered":"Jeopolitik gerilim ve enerji arz\u0131 k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m&#8217;\u0131n FX B\u00fclteni&#8217;nde, \u0130ran&#8217;\u0131n Bahreyn&#8217;deki ABD \u00fcss\u00fcn\u00fc hedef almas\u0131n\u0131n ard\u0131ndan b\u00f6lgede tansiyonun yeniden y\u00fckseldi\u011fi, Suudi Arabistan&#8217;\u0131n ise Bab\u00fclmendep Bo\u011faz\u0131&#8217;nda deniz g\u00fcvenli\u011fini g\u00fc\u00e7lendirme aray\u0131\u015f\u0131n\u0131n yak\u0131ndan izlendi\u011fi a\u00e7\u0131kland\u0131.<\/p>\n<p>Raporda, artan arz ak\u0131\u015f\u0131n\u0131n petrol fiyatlar\u0131ndaki y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131\u011f\u0131, Brent petrol\u00fcn y\u00fczde 1 gerileyerek 88,15 dolara indi\u011fi, buna kar\u015f\u0131n ayl\u0131k bazda yakla\u015f\u0131k y\u00fczde 20&#8217;lik y\u00fckseli\u015fini korudu\u011fu ifade edildi. Rusya&#8217;n\u0131n benzin ihracat yasa\u011f\u0131n\u0131 uzatmas\u0131n\u0131n da rafine \u00fcr\u00fcn arz\u0131na ili\u015fkin endi\u015feleri canl\u0131 tuttu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>ABD taraf\u0131nda haziran ay\u0131 PCE enflasyonunun geriledi\u011fi ancak \u00e7ekirdek g\u00f6stergenin y\u00fczde 2 hedefinin belirgin \u00fczerinde kalmaya devam etti\u011fi belirtilen raporda, ikinci \u00e7eyrek b\u00fcy\u00fcmesinin ise beklentilerin alt\u0131nda kald\u0131\u011f\u0131 kaydedildi. Raporda, s\u00f6z konusu g\u00f6r\u00fcn\u00fcm\u00fcn ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) enflasyon-b\u00fcy\u00fcme dengesini korumas\u0131n\u0131 zorla\u015ft\u0131rd\u0131\u011f\u0131 ve para politikas\u0131nda h\u0131zl\u0131 bir y\u00f6n de\u011fi\u015fikli\u011fine i\u015faret etmedi\u011fi bilgisi verildi.<\/p>\n<p>Yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB), e\u015fel mobil uygulamas\u0131ndan kademeli \u00e7\u0131k\u0131\u015f\u0131n ve k\u00fcresel petrol fiyatlar\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenen unsurlar aras\u0131nda yer ald\u0131\u011f\u0131n\u0131 vurgulad\u0131\u011f\u0131 aktar\u0131ld\u0131. \u015eirket bilan\u00e7olar\u0131na ili\u015fkin de\u011ferlendirmelere de yer verilen raporda, Amazon&#8217;un AWS gelirinin y\u00fczde 37 art\u0131\u015fla 42,2 milyar dolara ula\u015farak 2021&#8217;in d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finden bu yana en h\u0131zl\u0131 b\u00fcy\u00fcmeyi kaydetti\u011fi, \u015firketin 2026 y\u0131l\u0131 sermaye harcamas\u0131 tahminini 220 milyar dolara y\u00fckseltti\u011fi belirtildi.<\/p>\n<p>Apple&#8217;\u0131n ise tedarik s\u0131k\u0131nt\u0131lar\u0131 nedeniyle beklentilerin alt\u0131nda sat\u0131\u015f tahmini a\u00e7\u0131klad\u0131\u011f\u0131 ve hisselerinin kapan\u0131\u015f sonras\u0131 i\u015flemlerde y\u00fczde 6 geriledi\u011fi ifade edilen raporda, yapay zeka iyimserli\u011fi ve \u00e7ip \u00fcreticilerindeki toparlanman\u0131n etkisiyle S&amp;P 500 endeksinin y\u00fczde 1,7, Nasdaq 100 endeksinin ise y\u00fczde 3,4 y\u00fckseldi\u011fi, Nasdaq 100 vadeli endekslerinin Asya seans\u0131nda y\u00fczde 0,8 primli seyretti\u011fi kaydedildi.<\/p>\n<p>Raporda, Japonya Merkez Bankas\u0131&#8217;n\u0131n (BOJ) politika faizini 8&#8217;e 1 oyla y\u00fczde 1 seviyesinde sabit tuttu\u011fu, New York&#8217;ta yene m\u00fcdahale geldi\u011fi ve dolar\/yen paritesinin 160,88 seviyesinde bulundu\u011fu aktar\u0131ld\u0131. ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n Hamas&#8217;\u0131n silahs\u0131zlanmas\u0131 konusunda anla\u015fmaya var\u0131ld\u0131\u011f\u0131n\u0131 duyurdu\u011fu belirtilen raporda, uygulama takviminin 200-350 g\u00fcn s\u00fcrece\u011finin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi.<\/p>\n<p>Raporda, G\u00fcney Kore&#8217;de Kospi endeksinin kald\u0131ra\u00e7 \u00e7\u00f6z\u00fclmesinin sona yakla\u015fmas\u0131yla rekor y\u00fckseli\u015f kaydetti\u011fi, dolar\/TL&#8217;nin 47,52, alt\u0131n\u0131n 4.100 dolar civar\u0131nda ve ABD 30 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 5,19 seviyesinde oldu\u011fu kaydedildi. Bug\u00fcn Euro B\u00f6lgesi T\u00dcFE verisi ile ABD Michigan t\u00fcketici g\u00fcven endeksinin takip edilece\u011fi belirtildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 31 Temmuz (Hibya) \u2013 Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda Orta Do\u011fu&#8217;da yeniden t\u0131rmanan jeopolitik gerilim ile enerji arz g\u00fcvenli\u011finin fiyatlamalar\u0131n merkezinde yer almaya devam etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":124506,"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-124505","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\/124505","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=124505"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124505\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/124506"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=124505"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=124505"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=124505"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}