Ikon Menkul, Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni’nde k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, enerji fiyatlar\u0131 ve d\u00f6viz piyasalar\u0131ndaki hareketlerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti.\u00a0<\/p>\n
Kurum, \u00f6zellikle \u0130ran-ABD gerilimi, OPEC+ \u00fcretim karar\u0131 ve ABD-Japonya ortak d\u00f6viz m\u00fcdahalesinin yeni haftan\u0131n en \u00f6nemli g\u00fcndem ba\u015fl\u0131klar\u0131 aras\u0131nda yer ald\u0131\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Analize g\u00f6re, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran ve b\u00f6lge \u00fclkeleriyle prensipte anla\u015fmaya var\u0131ld\u0131\u011f\u0131n\u0131 \u00f6ne s\u00fcrerek planlanan sald\u0131r\u0131lar\u0131 iptal etti\u011fini a\u00e7\u0131klamas\u0131, petrol piyasalar\u0131nda sert fiyat d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc beraberinde getirdi.<\/p>\n
Trump, anla\u015fman\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131 ve \u0130ran’\u0131n n\u00fckleer tehdidinin sona ermesini i\u00e7erdi\u011fini belirtirken, \u0130ran y\u00f6netimi bu iddialar\u0131 reddederek s\u00f6z konusu taleplerde bulunmad\u0131\u011f\u0131n\u0131 ve askeri tehditleri ciddiye almaya devam etti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
Ikon Menkul, OPEC+’\u0131n eyl\u00fcl ay\u0131ndan itibaren g\u00fcnl\u00fck yakla\u015f\u0131k 188 bin varillik kolektif \u00fcretim art\u0131\u015f\u0131 konusunda anla\u015fmaya vard\u0131\u011f\u0131n\u0131 aktard\u0131. B\u00f6ylece 2023 y\u0131l\u0131nda kararla\u015ft\u0131r\u0131lan g\u00fcnl\u00fck 1,65 milyon varillik g\u00f6n\u00fcll\u00fc arz kesintisinin kademeli olarak geri \u00e7ekilme s\u00fcrecinin tamamland\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n
B\u00fcltende, Trump’\u0131n ABD’nin Japon yeni i\u00e7in piyasaya m\u00fcdahalede bulundu\u011funu ve Washington’un “her zaman Japonya’n\u0131n yan\u0131nda” oldu\u011funu ifade etti\u011fi belirtildi.<\/p>\n
\u00d6te yandan ABD Hazine Bakan\u0131 Scott Bessent ile Japonya Maliye Bakanl\u0131\u011f\u0131’n\u0131n, cuma g\u00fcn\u00fc ger\u00e7ekle\u015ftirilen koordineli d\u00f6viz m\u00fcdahalesinin iki \u00fclke taraf\u0131ndan ortakla\u015fa yap\u0131ld\u0131\u011f\u0131n\u0131 resmen do\u011frulad\u0131\u011f\u0131 aktar\u0131ld\u0131. Taraflar\u0131n, yenin a\u015f\u0131r\u0131 ve d\u00fczensiz hareketlerine kar\u015f\u0131 gerekti\u011finde yeniden ortak m\u00fcdahalede bulunabileceklerini a\u00e7\u0131klad\u0131klar\u0131 kaydedildi.<\/p>\n
Ikon Menkul, JPMorgan’\u0131n de\u011ferlendirmelerine de yer vererek ABD Hazine Bakanl\u0131\u011f\u0131’n\u0131n yeni bir yen m\u00fcdahalesi ger\u00e7ekle\u015ftirme kapasitesinin s\u0131n\u0131rl\u0131 oldu\u011funa dikkat \u00e7ekti.<\/p>\n
Banka analizine g\u00f6re, ABD’nin d\u00f6viz rezervlerinin Japonya’n\u0131n tek ba\u015f\u0131na ger\u00e7ekle\u015ftirdi\u011fi m\u00fcdahalelerin b\u00fcy\u00fckl\u00fc\u011f\u00fcne k\u0131yasla d\u00fc\u015f\u00fck seviyede bulundu\u011fu, bu nedenle ortak m\u00fcdahalelerin k\u0131sa vadede piyasaya g\u00fc\u00e7l\u00fc mesaj verebilse de uzun s\u00fcre s\u00fcrd\u00fcr\u00fclebilir g\u00f6r\u00fcnmedi\u011fi ifade edildi.<\/p>\n
Japonya Maliye Bakan Yard\u0131mc\u0131s\u0131 Atsushi Mimura’n\u0131n ise ABD ile ger\u00e7ekle\u015ftirilen ortak m\u00fcdahaleyi iki \u00fclke aras\u0131ndaki uzun y\u0131llara dayanan para politikas\u0131 i\u015f birli\u011finin zirve noktas\u0131 olarak de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Ikon Menkul’\u00fcn de\u011ferlendirmesine g\u00f6re Avustralya \u0130malat PMI endeksi temmuz ay\u0131nda 51,5’ten 52,0’ye y\u00fckselerek ocak ay\u0131ndan bu yana en g\u00fc\u00e7l\u00fc seviyesine ula\u015ft\u0131 ve \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc ay 50 e\u015fik de\u011ferinin \u00fczerinde kald\u0131.<\/p>\n
Japonya \u0130malat PMI verisi ise 54,5 ile \u00f6nceki aya g\u00f6re s\u0131n\u0131rl\u0131 gerileme g\u00f6sterirken, \u00fclkede i\u015f ko\u015fullar\u0131ndaki iyile\u015fmenin yedinci ay\u0131na ula\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
\u00c7in’de ise \u0130malat PMI endeksi temmuz ay\u0131nda 51,7’den 50,9’a gerileyerek son d\u00f6rt ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rmesine ra\u011fmen sekizinci ay \u00fcst \u00fcste b\u00fcy\u00fcme b\u00f6lgesinde kalmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n
Analizde, ABD ile Japonya’n\u0131n ortak d\u00f6viz m\u00fcdahalesinin ard\u0131ndan piyasalarda Japonya Merkez Bankas\u0131’n\u0131n (BOJ) beklenenden daha erken faiz art\u0131rabilece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7 kazand\u0131\u011f\u0131 ifade edildi.<\/p>\n
Ikon Menkul, UBS’nin yay\u0131mlad\u0131\u011f\u0131 rapora da yer verdi. Raporda, ons alt\u0131n\u0131n Haziran 2027’ye kadar 5.200 dolar seviyesine ula\u015fabilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcrken, Fed’in faiz beklentileri ve yat\u0131r\u0131m talebindeki olas\u0131 zay\u0131flama nedeniyle k\u0131sa vadede fiyatlar\u0131n 3.850 dolar seviyesine kadar geri \u00e7ekilebilece\u011fi uyar\u0131s\u0131nda bulunuldu.<\/p>\n
Ikon Menkul, b\u00fcltende yer alan de\u011ferlendirmelerin genel bilgilendirme amac\u0131 ta\u015f\u0131d\u0131\u011f\u0131n\u0131 ve yat\u0131r\u0131m tavsiyesi niteli\u011finde olmad\u0131\u011f\u0131n\u0131 hat\u0131rlatt\u0131. Kurumun verilerine g\u00f6re 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde m\u00fc\u015fterilerin y\u00fczde 38’i kar ederken, y\u00fczde 62’si zarar etti.<\/p>\n
<\/strong> \u0130stanbul, 3 A\u011fustos (Hibya) – Ikon Menkul, Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni’nde k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, enerji fiyatlar\u0131 ve d\u00f6viz piyasalar\u0131ndaki hareketlerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":125694,"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-125693","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\/125693","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=125693"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/125693\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/125694"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=125693"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=125693"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=125693"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"