{"id":127096,"date":"2026-08-05T09:15:24","date_gmt":"2026-08-05T06:15:24","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/05\/hurmuz-bogazi-beklentisi-piyasalarda-risk-istahini-artiriyor"},"modified":"2026-08-05T09:15:24","modified_gmt":"2026-08-05T06:15:24","slug":"hurmuz-bogazi-beklentisi-piyasalarda-risk-istahini-artiriyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/05\/hurmuz-bogazi-beklentisi-piyasalarda-risk-istahini-artiriyor\/","title":{"rendered":"H\u00fcrm\u00fcz Bo\u011faz\u0131 beklentisi piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131r\u0131yor"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"310\" data-end=\"628\">Ahlatc\u0131 Yat\u0131r\u0131m&#8217;\u0131n yay\u0131mlad\u0131\u011f\u0131 sabah b\u00fclteninde, T\u00fcrkiye&#8217;nin kredi risk priminin (CDS) 230,18 seviyesinde seyretti\u011fi belirtilirken, Borsa \u0130stanbul&#8217;da g\u00fcne pozitif ba\u015flang\u0131\u00e7 beklendi\u011fi ifade edildi. Analizde BIST 100 Endeksi i\u00e7in 13.493 seviyesinin destek, 13.785 seviyesinin ise diren\u00e7 olarak takip edildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"630\" data-end=\"943\">B\u00fcltende, BIST 100 Endeksi&#8217;nin haftan\u0131n ikinci i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,07 y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131 belirtilirken, Ahlatc\u0131 Yat\u0131r\u0131m&#8217;\u0131n model portf\u00f6y\u00fcn\u00fcn ise y\u00fczde 2,44 getiri sa\u011flayarak endekse g\u00f6re y\u00fczde 0,37 pozitif ayr\u0131\u015ft\u0131\u011f\u0131 ifade edildi. G\u00fcnl\u00fck teknik \u00f6neriler aras\u0131nda AGHOL, ALTNY ve TURSG hisselerine yer verildi.<\/p>\n<p data-start=\"945\" data-end=\"1267\">K\u00fcresel geli\u015fmelere ili\u015fkin de\u011ferlendirmede, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n \u0130ranl\u0131 yetkililerle g\u00f6r\u00fc\u015fmelerin olumlu ilerledi\u011fini belirterek H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n k\u0131sa s\u00fcre i\u00e7inde a\u00e7\u0131laca\u011f\u0131n\u0131 s\u00f6yledi\u011fi aktar\u0131ld\u0131. Trump&#8217;\u0131n anla\u015fma sa\u011flanamamas\u0131 halinde \u0130ran&#8217;\u0131n a\u011f\u0131r sonu\u00e7larla kar\u015f\u0131la\u015faca\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131na da yer verildi.<\/p>\n<p data-start=\"1269\" data-end=\"1514\">Analizde, ABD ve Avrupa borsalar\u0131n\u0131n g\u00fc\u00e7l\u00fc \u015firket bilan\u00e7olar\u0131n\u0131n deste\u011fiyle rekor seviyelerde kapan\u0131\u015f ger\u00e7ekle\u015ftirdi\u011fi belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na ili\u015fkin diplomatik beklentilerin Brent petrol fiyat\u0131n\u0131 80 dolar\u0131n alt\u0131na \u00e7ekti\u011fi ifade edildi.<\/p>\n<p data-start=\"1516\" data-end=\"1963\">K\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n g\u00fc\u00e7l\u00fc bilan\u00e7olar ve Orta Do\u011fu&#8217;da gerilimin azalmas\u0131yla desteklendi\u011fi belirtilen b\u00fcltende, ABD&#8217;de S&amp;P 500 Endeksi&#8217;nin y\u00fczde 1,79 y\u00fckseli\u015fle 7.736,52 puana, Dow Jones Endeksi&#8217;nin ise y\u00fczde 1,71 art\u0131\u015fla 54.085,88 puana ula\u015farak rekor seviyelerde kapand\u0131\u011f\u0131 aktar\u0131ld\u0131. Avrupa&#8217;da STOXX 600 Endeksi&#8217;nin de teknoloji hisseleri ve \u015firket bilan\u00e7olar\u0131n\u0131n deste\u011fiyle y\u00fczde 0,7 y\u00fckselerek tarihi zirvesini g\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p data-start=\"1965\" data-end=\"2274\">Makroekonomik veriler taraf\u0131nda ABD&#8217;de haziran ay\u0131 a\u00e7\u0131k i\u015f say\u0131s\u0131n\u0131n 7,359 milyona geriledi\u011fi, i\u015fe al\u0131mlar\u0131n artt\u0131\u011f\u0131 ve fabrika sipari\u015flerinin ise beklentilerin aksine y\u00fczde 0,3 d\u00fc\u015ft\u00fc\u011f\u00fc belirtildi. Buna ra\u011fmen piyasalarda y\u00f6n\u00fc \u015firket bilan\u00e7olar\u0131 ve petrol fiyatlar\u0131ndaki geli\u015fmelerin belirledi\u011fi ifade edildi.<\/p>\n<p data-start=\"2276\" data-end=\"2897\">Katar&#8217;\u0131n ABD ile \u0130ran aras\u0131ndaki gerilimin sona erdirilmesine y\u00f6nelik arabuluculuk s\u00fcrecinde ilerleme sa\u011fland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Brent petrol\u00fcn Asya i\u015flemlerinde 78,27 dolar, ABD tipi ham petrol\u00fcn (WTI) ise 74,50 dolar seviyesine geriledi\u011fi aktar\u0131ld\u0131. \u0130ran&#8217;\u0131n g\u00f6r\u00fc\u015fmelerin ba\u015flad\u0131\u011f\u0131n\u0131 do\u011frulamamas\u0131na ra\u011fmen piyasalar\u0131n arz riskinin azalabilece\u011fi senaryosunu fiyatlad\u0131\u011f\u0131 belirtildi. ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,60 seviyesine geriledi\u011fi, Fed \u00fcyelerinden gelen s\u0131k\u0131 para politikas\u0131 mesajlar\u0131na kar\u015f\u0131n eyl\u00fcl ay\u0131na ili\u015fkin faiz art\u0131r\u0131m\u0131 beklentisinin y\u00fczde 67&#8217;den yakla\u015f\u0131k y\u00fczde 57&#8217;ye d\u00fc\u015ft\u00fc\u011f\u00fc ifade edildi.<\/p>\n<p data-start=\"2899\" data-end=\"3157\">Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede, BIST 100 Endeksi&#8217;nin g\u00fcn\u00fc y\u00fczde 2,07 y\u00fckseli\u015fle 13.687,93 puandan tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Y\u00fckseli\u015fin geni\u015f tabana yay\u0131ld\u0131\u011f\u0131, teknoloji endeksinin y\u00fczde 4,57, mali endeksin ise y\u00fczde 1,81 de\u011fer kazand\u0131\u011f\u0131 belirtildi.<\/p>\n<p data-start=\"3159\" data-end=\"3715\">Endeks a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek hisselerde ASELSAN&#8217;\u0131n y\u00fczde 3,87, Akbank&#8217;\u0131n y\u00fczde 3,18, Yap\u0131 Kredi&#8217;nin y\u00fczde 2,53 ve T\u00fcrk Hava Yollar\u0131&#8217;n\u0131n y\u00fczde 2,13 y\u00fckseldi\u011fi, \u0130\u015f Bankas\u0131 hisselerinin ise y\u00fczde 0,71 gerileyerek negatif ayr\u0131\u015ft\u0131\u011f\u0131 ifade edildi. K\u00fcresel teknoloji rallisinin ASELSAN hisselerini destekledi\u011fi, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn ula\u015ft\u0131rma \u015firketlerinin maliyet g\u00f6r\u00fcn\u00fcm\u00fc ile T\u00fcrkiye&#8217;nin enerji faturas\u0131 a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendirildi\u011fi kaydedildi. Tahvil faizlerindeki geri \u00e7ekilmenin de banka hisselerine al\u0131m getirdi\u011fi ve endeksi destekledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"3717\" data-end=\"3980\">Teknik g\u00f6r\u00fcn\u00fcm b\u00f6l\u00fcm\u00fcnde, BIST 100 Endeksi i\u00e7in 13.785 seviyesinin ilk diren\u00e7, 13.883 ve 14.077 seviyelerinin ise sonraki diren\u00e7 noktalar\u0131 oldu\u011fu ifade edildi. Olas\u0131 geri \u00e7ekilmelerde ise 13.493, 13.299 ve 13.201 seviyelerinin destek olarak izlenece\u011fi belirtildi.<\/p>\n<p data-start=\"3982\" data-end=\"4227\">BIST 30 vadeli endeks kontrat\u0131n\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,06 y\u00fckseli\u015fle 15.840 puandan tamamlad\u0131\u011f\u0131 belirtilirken, 15.981, 16.122 ve 16.368 seviyelerinin diren\u00e7; 15.594, 15.348 ve 15.207 seviyelerinin ise destek olarak takip edilece\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"4229\" data-end=\"4473\">D\u00f6viz piyasalar\u0131nda USD\/TRY paritesinde 47,5982 seviyesinin ilk diren\u00e7, 47,5403 seviyesinin ise ilk destek olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. EUR\/TRY paritesinde 54,9732 seviyesinin diren\u00e7, 54,8247 seviyesinin destek olarak izlenece\u011fi belirtildi.<\/p>\n<p data-start=\"4475\" data-end=\"4688\">EUR\/USD paritesinde 1,1542 seviyesinin ilk diren\u00e7, 1,1526 seviyesinin ilk destek oldu\u011fu kaydedilirken, GBP\/USD paritesinde ise 1,3462 seviyesinin diren\u00e7, 1,3445 seviyesinin destek konumunda bulundu\u011fu ifade edildi.<\/p>\n<p data-start=\"4690\" data-end=\"4930\" data-is-last-node=\"\" data-is-only-node=\"\">Emtia taraf\u0131nda ons alt\u0131n\u0131n 4.163,45 seviyesini ilk diren\u00e7, 4.087,71 seviyesini ilk destek olarak izledi\u011fi belirtilirken, gram alt\u0131nda ise 6.368,31 seviyesinin diren\u00e7, 6.252,77 seviyesinin ise destek noktas\u0131 olarak takip edildi\u011fi aktar\u0131ld\u0131.<\/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; Ahlatc\u0131 Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 sabah b\u00fclteninde H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik beklentilerin k\u00fcresel risk i\u015ftah\u0131n\u0131 destekledi\u011fini, Borsa \u0130stanbul&#8217;da ise pozitif a\u00e7\u0131l\u0131\u015f beklentisinin korundu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":127097,"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-127096","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\/127096","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=127096"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127096\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127097"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}