\u015eirketin de\u011ferlendirmesinde, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran’a y\u00f6nelik sald\u0131r\u0131 plan\u0131n\u0131 iptal etmesinin ard\u0131ndan son teklifin Tahran i\u00e7in \u00f6nemli bir f\u0131rsat oldu\u011funu ifade etti\u011fi, \u0130ran’\u0131n ise do\u011frudan m\u00fczakere y\u00fcr\u00fct\u00fcld\u00fc\u011f\u00fc iddialar\u0131n\u0131 reddetti\u011fi belirtildi. Umman’\u0131n arabuluculu\u011funda H\u00fcrm\u00fcz Bo\u011faz\u0131’nda gemi ge\u00e7i\u015flerini kolayla\u015ft\u0131racak ge\u00e7ici d\u00fczenlemelerde ilerleme sa\u011fland\u0131\u011f\u0131 ancak bo\u011faz\u0131n tamamen a\u00e7\u0131lmas\u0131na y\u00f6nelik somut bir uzla\u015f\u0131n\u0131n bulunmad\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu nedenle petrol piyasas\u0131nda enerji arz\u0131na ili\u015fkin risk priminin etkisini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Analizde, ABD’de temmuz ay\u0131 imalat verisinin son \u00fc\u00e7 y\u0131l\u0131n en y\u00fcksek seviyesine y\u00fckselmesinin ekonomik aktivitenin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fe g\u00fc\u00e7l\u00fc ba\u015flad\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi. Fiyat bask\u0131lar\u0131ndaki s\u0131n\u0131rl\u0131 gerilemeye ra\u011fmen ABD Merkez Bankas\u0131’n\u0131n (Fed) k\u0131sa vadede faiz indirimi i\u00e7in hareket alan\u0131n\u0131n darald\u0131\u011f\u0131 de\u011ferlendirilirken, New York Fed Ba\u015fkan\u0131 John Williams’\u0131n mevcut faiz seviyesini enflasyonu d\u00fc\u015f\u00fcrmek i\u00e7in yeterince k\u0131s\u0131tlay\u0131c\u0131 olarak nitelendirdi\u011fi hat\u0131rlat\u0131ld\u0131.<\/p>\n
De\u011ferlendirmede ayr\u0131ca, ABD’de yeni g\u00fcmr\u00fck tarifelerine kar\u015f\u0131 a\u00e7\u0131lan davan\u0131n ticaret politikalar\u0131na ili\u015fkin belirsizlikleri art\u0131rd\u0131\u011f\u0131, Morgan Stanley’in alt\u0131n fiyatlar\u0131nda orta vadeli toparlanma beklentisini korudu\u011fu ve Japon yenine y\u00f6nelik m\u00fcdahalede dolar yerine euronun kullan\u0131lmas\u0131n\u0131n d\u00f6viz piyasalar\u0131nda \u00f6ne \u00e7\u0131kan geli\u015fmeler aras\u0131nda yer ald\u0131\u011f\u0131 ifade edildi.<\/p>\n
T\u00fcrkiye ekonomisine ili\u015fkin b\u00f6l\u00fcmde ise temmuz ay\u0131nda ayl\u0131k enflasyonun y\u00fczde 1,78 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fti\u011fi, y\u0131ll\u0131k enflasyondaki gerilemenin devam etti\u011fi belirtildi. Verinin dezenflasyon s\u00fcrecini destekledi\u011fi ancak \u00e7ekirdek enflasyondaki kat\u0131l\u0131\u011f\u0131n T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n temkinli para politikas\u0131 duru\u015funu s\u00fcrd\u00fcrece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi kaydedildi.<\/p>\n
Trive Yat\u0131r\u0131m, Deutsche Bank’\u0131n enerji maliyetlerindeki geli\u015fmeleri gerek\u00e7e g\u00f6stererek y\u0131l sonu enflasyon tahminini yukar\u0131 y\u00f6nl\u00fc revize etti\u011fini ve yerel tahvillere y\u00f6nelik tavsiyesini y\u00fckseltti\u011fini de aktard\u0131. Bankan\u0131n, s\u0131k\u0131 para politikas\u0131n\u0131n korunmas\u0131 ve ilerleyen d\u00f6nemde ba\u015flayabilecek kademeli faiz indirimlerinin TL varl\u0131klar\u0131 destekleyebilece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc payla\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 4 A\u011fustos (Hibya) – Trive Yat\u0131r\u0131m, k\u00fcresel piyasalar\u0131n haftaya ABD ile \u0130ran aras\u0131nda diplomatik temaslar\u0131n yeniden ba\u015flayabilece\u011fine y\u00f6nelik beklentilerle ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":126372,"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-126371","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\/126371","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=126371"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/126371\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/126372"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=126371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=126371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=126371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"