{"id":127076,"date":"2026-08-05T09:00:06","date_gmt":"2026-08-05T06:00:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/05\/hurmuz-bogazina-iliskin-beklentiler-kuresel-piyasalarin-odaginda"},"modified":"2026-08-05T09:00:06","modified_gmt":"2026-08-05T06:00:06","slug":"hurmuz-bogazina-iliskin-beklentiler-kuresel-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/05\/hurmuz-bogazina-iliskin-beklentiler-kuresel-piyasalarin-odaginda\/","title":{"rendered":"H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na ili\u015fkin beklentiler k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"303\" data-end=\"710\">Ikon Menkul&#8217;\u00fcn yay\u0131mlad\u0131\u011f\u0131 yurt d\u0131\u015f\u0131 sabah b\u00fclteninde, \u0130ran ve Umman&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik mekanizma konusunda anla\u015fmaya yak\u0131n olduklar\u0131n\u0131 bildirdi\u011fi, buna g\u00f6re \u0130ran&#8217;\u0131n bo\u011faza gelen trafi\u011fi, Umman&#8217;\u0131n ise giden trafi\u011fi ve hizmet bedelini y\u00f6netece\u011finin ifade edildi\u011fi aktar\u0131ld\u0131. Ancak daha sonra yay\u0131mlanan haberlerde hen\u00fcz kesin bir anla\u015fmaya var\u0131lmad\u0131\u011f\u0131n\u0131n belirtildi\u011fi kaydedildi.<\/p>\n<p data-start=\"712\" data-end=\"1042\">B\u00fcltende, Axios&#8217;un haberine g\u00f6re ABD, \u0130ran ve Umman&#8217;\u0131n \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanmas\u0131 hedeflenen ge\u00e7ici bir anla\u015fmaya yakla\u015ft\u0131\u011f\u0131 ifade edildi. S\u00f6z konusu 60 g\u00fcnl\u00fck d\u00fczenlemenin \u0130ran&#8217;a sava\u015f \u00f6ncesi d\u00f6neme k\u0131yasla bo\u011faz trafi\u011fi \u00fczerinde daha fazla kontrol sa\u011flayaca\u011f\u0131, ba\u015flang\u0131\u00e7ta ise ge\u00e7i\u015f \u00fccreti al\u0131nmayaca\u011f\u0131n\u0131n bildirildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"1044\" data-end=\"1293\">Analizde, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n Fox News&#8217;e verdi\u011fi r\u00f6portajda \u0130ran ile g\u00f6r\u00fc\u015fmelerin iyi gitti\u011fini ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n yak\u0131nda a\u00e7\u0131laca\u011f\u0131n\u0131 s\u00f6yledi\u011fi belirtilirken, Trump&#8217;\u0131n &#8220;a\u011f\u0131r darbenin&#8221; hen\u00fcz gelmedi\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131na da yer verildi.<\/p>\n<p data-start=\"1295\" data-end=\"1690\">\u00d6te yandan \u0130ran&#8217;\u0131n, ABD Merkez Komutanl\u0131\u011f\u0131&#8217;n\u0131n g\u00fcney H\u00fcrm\u00fcz g\u00fczergah\u0131n\u0131n serbest ve a\u00e7\u0131k oldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131n\u0131 reddetti\u011fi ifade edildi. Tahran y\u00f6netiminin b\u00f6lgede bulunan gemilere defalarca sald\u0131rd\u0131\u011f\u0131n\u0131 ve bunu s\u00fcrd\u00fcrmeye devam edece\u011fini a\u00e7\u0131klad\u0131\u011f\u0131, yaln\u0131zca kendi belirledi\u011fi g\u00fczergah\u0131n g\u00fcvenli oldu\u011funu savundu\u011fu ve ABD&#8217;nin istedi\u011fi \u015fekilde bo\u011faz\u0131n a\u00e7\u0131lmayaca\u011f\u0131n\u0131 bildirdi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"1692\" data-end=\"1981\">B\u00fcltende, H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na ili\u015fkin beklentilerin etkisiyle petrol fiyatlar\u0131n\u0131n geriledi\u011fi, enerji fiyat riskindeki azalman\u0131n enflasyon ve ABD Merkez Bankas\u0131&#8217;n\u0131n (Fed) faiz art\u0131r\u0131m\u0131 beklentilerini a\u015fa\u011f\u0131 \u00e7ekmesiyle ons alt\u0131n\u0131n yeniden 4.140 dolar seviyesinin \u00fczerine y\u00fckseldi\u011fi ifade edildi.<\/p>\n<p data-start=\"1983\" data-end=\"2373\">\u015eirket haberleri b\u00f6l\u00fcm\u00fcnde, AMD&#8217;nin ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131nda beklentileri a\u015ft\u0131\u011f\u0131 belirtildi. Hisse ba\u015f\u0131na k\u00e2r\u0131n 1,66 dolar ile 1,60 dolarl\u0131k piyasa beklentisinin \u00fczerinde ger\u00e7ekle\u015fti\u011fi, toplam gelirin ise 11,54 milyar dolar ile 11,25 milyar dolarl\u0131k beklentiyi geride b\u0131rakt\u0131\u011f\u0131 aktar\u0131ld\u0131. Sonu\u00e7lar\u0131n \u015firketin hem b\u00fcy\u00fcmesini hem de k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi ifade edildi.<\/p>\n<p data-start=\"2375\" data-end=\"2705\">Makroekonomik geli\u015fmelere ili\u015fkin de\u011ferlendirmede, \u00c7in&#8217;in hizmetler PMI endeksinin temmuz ay\u0131nda 54,1&#8217;den 50,4&#8217;e gerileyerek 53,7 seviyesindeki beklentilerin alt\u0131nda kald\u0131\u011f\u0131 ve Eyl\u00fcl 2024&#8217;ten bu yana en zay\u0131f seviyesini g\u00f6rd\u00fc\u011f\u00fc belirtildi. Endeksin buna ra\u011fmen 50 seviyesinin \u00fczerinde kalarak b\u00fcy\u00fcme b\u00f6lgesini korudu\u011fu kaydedildi.<\/p>\n<p data-start=\"2707\" data-end=\"3007\">SpaceX&#8217;in, haziran ay\u0131ndaki halka arz\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klad\u0131\u011f\u0131 ilk finansal sonu\u00e7larda ikinci \u00e7eyrek gelirini y\u0131ll\u0131k bazda y\u00fczde 92 art\u0131rarak 7,8 milyar dolara \u00e7\u0131kard\u0131\u011f\u0131 ve piyasa beklentilerini a\u015ft\u0131\u011f\u0131 ifade edildi. Yapay zek\u00e2 segmentindeki zarar\u0131n ise tahminlerden daha d\u00fc\u015f\u00fck ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"3009\" data-end=\"3320\">Fed \u00fcyelerinden Jeff Schmid&#8217;in enflasyonun halen y\u00fcksek seviyelerde bulundu\u011funu belirterek y\u00fczde 2 hedefine ula\u015f\u0131lmas\u0131 i\u00e7in daha s\u0131k\u0131 para politikas\u0131na ihtiya\u00e7 duyuldu\u011funu s\u00f6yledi\u011fi ifade edildi. Schmid&#8217;in ayr\u0131ca yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n fiyat bask\u0131lar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 y\u00f6n\u00fcnde de\u011ferlendirmede bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n<p data-start=\"3322\" data-end=\"3571\">Yeni Zelanda&#8217;da i\u015fsizlik oran\u0131n\u0131n ikinci \u00e7eyrekte y\u00fczde 5,6&#8217;ya y\u00fckselerek son 11 y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131 belirtildi. Verinin y\u00fczde 5,4&#8217;l\u00fck piyasa beklentisi ile \u00f6nceki \u00e7eyrekteki y\u00fczde 5,3 seviyesinin \u00fczerinde ger\u00e7ekle\u015fti\u011fi ifade edildi.<\/p>\n<p data-start=\"3573\" data-end=\"3876\">Japonya&#8217;da hizmet PMI endeksinin temmuz ay\u0131nda 52,2&#8217;den 51,2&#8217;ye geriledi\u011fi belirtilirken, yeni sipari\u015flerdeki b\u00fcy\u00fcmenin son 25 ay\u0131n en d\u00fc\u015f\u00fck seviyesine indi\u011fi aktar\u0131ld\u0131. Buna kar\u015f\u0131n Avustralya&#8217;da hizmet PMI endeksinin 50,5&#8217;ten 53,6&#8217;ya y\u00fckselerek son alt\u0131 ay\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n<p data-start=\"3878\" data-end=\"4373\" data-is-last-node=\"\" data-is-only-node=\"\">Japonya Merkez Bankas\u0131&#8217;n\u0131n (BOJ) 15-16 Haziran tarihli Para Politikas\u0131 Kurulu toplant\u0131 tutanaklar\u0131na da yer verilen b\u00fcltende, kurulun enflasyon risklerindeki art\u0131\u015f nedeniyle politika faizini 0,25 puan art\u0131rarak yakla\u015f\u0131k y\u00fczde 1 seviyesine \u00e7\u0131karmaya 7&#8217;ye kar\u015f\u0131 1 oyla karar verdi\u011fi aktar\u0131ld\u0131. Kurul \u00fcyesi Asada Toichiro&#8217;nun ise Orta Do\u011fu&#8217;daki \u00e7at\u0131\u015fmalar\u0131n \u00fcretim ve istihdam \u00fczerindeki olumsuz etkilerinin fiyat bask\u0131lar\u0131ndan daha a\u011f\u0131r bast\u0131\u011f\u0131n\u0131 savunarak karara kar\u015f\u0131 oy kulland\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0 <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 5 A\u011fustos (Hibya) &#8211; Ikon Menkul, yay\u0131mlad\u0131\u011f\u0131 yurt d\u0131\u015f\u0131 sabah b\u00fclteninde H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na y\u00f6nelik anla\u015fma beklentilerinin k\u00fcresel piyasalarda fiyatlamalar\u0131 etkiledi\u011fini, petrol fiyatlar\u0131n\u0131n gerilerken alt\u0131n fiyatlar\u0131n\u0131n y\u00fckseldi\u011fini aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":127077,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-127076","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\/127076","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=127076"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127076\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127077"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}