\u0130kon Menkul’\u00fcn analizine g\u00f6re, ABD Hazine Bakan\u0131 Scott Bessent’in \u0130ran ile H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik bir anla\u015fman\u0131n k\u0131sa s\u00fcrede sa\u011flanabilece\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131nda jeopolitik risk priminin geriledi\u011fi ifade edildi. Buna g\u00f6re, WTI petrol fiyat\u0131 76 dolar, Brent petrol fiyat\u0131 ise 80 dolar seviyelerine \u00e7ekildi. Ancak H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gemi trafi\u011finin normal seviyelerin alt\u0131nda kalmas\u0131 ve b\u00f6lgede bir y\u00fck gemisinin vurulmas\u0131n\u0131n, enerji piyasalar\u0131ndaki iyimserli\u011fin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 korudu\u011fu belirtildi.<\/p>\n
ABD borsalar\u0131n\u0131n ise g\u00fc\u00e7l\u00fc \u015firket bilan\u00e7olar\u0131 ve Orta Do\u011fu’da diplomatik \u00e7\u00f6z\u00fcm beklentilerinin etkisiyle y\u00fckseldi\u011fi aktar\u0131lan de\u011ferlendirmede, S&P 500 ve Dow Jones endekslerinin yeni tarihi zirvelere ula\u015ft\u0131\u011f\u0131, Nasdaq’taki y\u00fckseli\u015fin ise yapay zek\u00e2 odakl\u0131 \u015firketlerin finansal sonu\u00e7lar\u0131yla desteklendi\u011fi kaydedildi.<\/p>\n
Raporda, b\u00fcy\u00fck teknoloji \u015firketlerinin yapay zek\u00e2 giri\u015fimlerinden elde ettikleri muhasebe kazan\u00e7lar\u0131n\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131 art\u0131rd\u0131\u011f\u0131, buna kar\u015f\u0131n veri merkezi yat\u0131r\u0131mlar\u0131n\u0131n y\u00fcksek nakit \u00e7\u0131k\u0131\u015f\u0131na neden oldu\u011fu belirtilerek, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin tart\u0131\u015fmalar\u0131n devam etti\u011fi ifade edildi.<\/p>\n
ABD Merkez Bankas\u0131 (Fed) \u00fcyesi Anna Paulson’un temel enflasyonun y\u00fcksek seyrini korudu\u011funu ve son toplant\u0131da faizlerin sabit tutulmas\u0131n\u0131 destekledi\u011fini belirtti\u011fi aktar\u0131lan de\u011ferlendirmede, enflasyonda kal\u0131c\u0131 y\u00fcksek seviyelerin s\u00fcrmesi halinde yeni faiz art\u0131\u015flar\u0131n\u0131n g\u00fcndeme gelebilece\u011fi g\u00f6r\u00fc\u015f\u00fcne yer verildi.<\/p>\n
ABD 10 y\u0131ll\u0131k tahvil faizinin 31 Temmuz’da y\u00fczde 4,75 seviyesini g\u00f6rmesinin ard\u0131ndan y\u00fczde 4,63’e geriledi\u011fi belirtilirken, bu d\u00fc\u015f\u00fc\u015f\u00fcn hisse senedi piyasalar\u0131n\u0131 destekledi\u011fi ifade edildi.<\/p>\n
D\u00f6viz piyasalar\u0131nda ise ABD ve Japonya’n\u0131n ortak m\u00fcdahalesi sonras\u0131nda Japon yeninin toparland\u0131\u011f\u0131, euronun dolar kar\u015f\u0131s\u0131nda 1,15 seviyesinin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Emtia piyasalar\u0131nda alt\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131n Fed’in faiz politikas\u0131 ve Orta Do\u011fu’daki geli\u015fmelere ili\u015fkin daha net sinyaller beklemesiyle yatay seyretti\u011fi belirtilen de\u011ferlendirmede, bu\u011fday fiyatlar\u0131n\u0131n gerilerken, m\u0131s\u0131r fiyatlar\u0131n\u0131n Avrupa ve \u00c7in’deki s\u0131cak ve kurak hava ko\u015fullar\u0131na ili\u015fkin endi\u015feler nedeniyle y\u00fckseldi\u011fi ifade edildi.<\/p>\n
\u0130kon Menkul, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin diplomatik beklentiler ile yapay zek\u00e2 odakl\u0131 \u015firketlerin g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n\u0131n piyasalardaki risk i\u015ftah\u0131n\u0131 destekledi\u011fini, ancak anla\u015fma s\u00fcrecine ili\u015fkin belirsizlikler, y\u00fcksek tahvil faizleri ve yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n nakit ak\u0131\u015f\u0131na etkisinin piyasalar\u0131n haber ak\u0131\u015f\u0131na duyarl\u0131l\u0131\u011f\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130kon Menkul, k\u00fcresel piyasalara ili\u015fkin de\u011ferlendirmesinde, H\u00fcrm\u00fcz Bo\u011faz\u0131’nda deniz trafi\u011finin yeniden a\u00e7\u0131labilece\u011fine y\u00f6nelik beklentilerin petrol fiyatlar\u0131n\u0131 bask\u0131larken, yapay zek\u00e2 odakl\u0131 \u015firket bilan\u00e7olar\u0131n\u0131n ABD borsalar\u0131nda y\u00fckseli\u015fi destekledi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":126909,"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-126908","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\/126908","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=126908"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/126908\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/126909"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=126908"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=126908"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=126908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"