Trive Yat\u0131r\u0131m\u2019\u0131n G\u00fcnl\u00fck Forex B\u00fclteni\u2019nde, k\u00fcresel piyasalarda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin diplomatik geli\u015fmelerin fiyatlamalar \u00fczerinde belirleyici oldu\u011fu belirtilirken, T\u00fcrkiye taraf\u0131nda ise T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) enflasyon ve ihracata ili\u015fkin de\u011ferlendirmeleri ile uluslararas\u0131 yat\u0131r\u0131m kurulu\u015flar\u0131n\u0131n Borsa \u0130stanbul\u2019a y\u00f6nelik beklenteleri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
B\u00fcltene g\u00f6re k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik g\u00f6r\u00fc\u015fmeler bulunuyor.<\/p>\n
ABD Hazine Bakan\u0131 Scott Bessent, Washington ile Tahran aras\u0131nda anla\u015fman\u0131n bug\u00fcn ya da yar\u0131n sa\u011flanabilece\u011fini ifade ederken, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio ise g\u00f6r\u00fc\u015fmelerde ilerleme kaydedildi\u011fini ancak hen\u00fcz nihai uzla\u015fmaya ula\u015f\u0131lamad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Axios\u2019un haberine g\u00f6re ABD, \u0130ran ve Umman; K\u00f6rfez\u2019e giri\u015f ve \u00e7\u0131k\u0131\u015f yapan gemilerin \u0130ran ve Umman kara sular\u0131n\u0131 \u00fccretsiz kullanmas\u0131na dayal\u0131 ge\u00e7ici bir d\u00fczenlemeye yakla\u015ft\u0131. Ancak \u0130ran\u2019\u0131n ge\u00e7i\u015f \u00fccretlerinden pay alma talebi, yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131 ve ambargolara ili\u015fkin beklentileri nedeniyle m\u00fczakerelerin kapsam\u0131 geni\u015fliyor.<\/p>\n
\u00d6te yandan Umman a\u00e7\u0131klar\u0131nda bir kargo gemisinin vurulmas\u0131n\u0131n, diplomatik ilerlemeye ra\u011fmen b\u00f6lgedeki g\u00fcvenlik risklerinin devam etti\u011fini g\u00f6sterdi\u011fi vurguland\u0131.<\/p>\n
Raporda haber ak\u0131\u015f\u0131na ba\u011fl\u0131 olarak petrol fiyatlar\u0131nda sert hareketlerin ya\u015fand\u0131\u011f\u0131 belirtildi.<\/p>\n
Brent petrol\u00fcn gemiye y\u00f6nelik sald\u0131r\u0131n\u0131n ard\u0131ndan yakla\u015f\u0131k y\u00fczde 3 y\u00fckseldi\u011fi, ard\u0131ndan anla\u015fma beklentileriyle 78 dolar seviyesine geriledi\u011fi, Bessent\u2019in a\u00e7\u0131klamalar\u0131 sonras\u0131nda ise yeniden 80 dolar\u0131n alt\u0131na indi\u011fi kaydedildi.<\/p>\n
Trive Yat\u0131r\u0131m, petrol piyasas\u0131nda kal\u0131c\u0131 rahatlaman\u0131n sa\u011flanabilmesi i\u00e7in yaln\u0131zca diplomatik a\u00e7\u0131klamalar\u0131n yeterli olmayaca\u011f\u0131n\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki deniz trafi\u011finin fiilen ve g\u00fcvenli bi\u00e7imde normale d\u00f6nmesi gerekti\u011fini de\u011ferlendirdi.<\/p>\n
Raporda T\u00fcrkiye ekonomisine ili\u015fkin de\u011ferlendirmelere de yer verildi.<\/p>\n
TCMB Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n k\u00fcresel tedarik zincirlerindeki de\u011fi\u015fimin T\u00fcrkiye\u2019nin ihracat\u0131n\u0131 destekledi\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 hat\u0131rlat\u0131larak, Merkez Bankas\u0131\u2019n\u0131n temmuz ay\u0131nda enflasyonun ana e\u011filiminde gerileme g\u00f6zlendi\u011fini ancak hizmet sekt\u00f6r\u00fcndeki fiyat kat\u0131l\u0131\u011f\u0131n\u0131n para politikas\u0131nda h\u0131zl\u0131 gev\u015femeye izin vermedi\u011fini vurgulad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Uluslararas\u0131 yat\u0131r\u0131m bankas\u0131 Citi\u2019nin ise temmuz enflasyonunun beklentilerin hafif alt\u0131nda ger\u00e7ekle\u015fmesine ra\u011fmen dezenflasyon s\u00fcrecinin TCMB\u2019nin \u00f6ng\u00f6rd\u00fc\u011f\u00fcnden daha zorlu ilerleyebilece\u011fi g\u00f6r\u00fc\u015f\u00fcnde oldu\u011fu belirtildi.<\/p>\n
Banka, 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 31,8, politika faizi beklentisini ise y\u00fczde 35 seviyesinde korurken, 13 A\u011fustos\u2019ta a\u00e7\u0131klanacak Enflasyon Raporu\u2019nun piyasalar a\u00e7\u0131s\u0131ndan kritik \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 de\u011ferlendirmesinde bulundu.<\/p>\n
B\u00fcltende HSBC\u2019nin T\u00fcrkiye hisse senetleri i\u00e7in “a\u011f\u0131rl\u0131k art\u0131r” tavsiyesini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc de aktar\u0131ld\u0131.<\/p>\n
Banka, faiz indirimlerinin eyl\u00fcl ay\u0131nda ba\u015flayabilece\u011fini ve Borsa \u0130stanbul\u2019da y\u0131l\u0131n son \u00e7eyre\u011finde daha belirgin bir y\u00fckseli\u015f bekledi\u011fini ifade etti.<\/p>\n
HSBC, yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131n\u0131n son 10 y\u0131lda y\u00fczde 65\u2019ten y\u00fczde 33\u2019e gerilemesine ra\u011fmen BIST\u2019in yakla\u015f\u0131k 7,5 fiyat\/kazan\u00e7 \u00e7arpan\u0131yla i\u015flem g\u00f6rmesini cazip bulurken; savunma sanayii, yapay zeka altyap\u0131s\u0131, b\u00f6lgesel yeniden yap\u0131lanma ve havac\u0131l\u0131k sekt\u00f6rlerini \u00f6ne \u00e7\u0131kan yat\u0131r\u0131m temalar\u0131 aras\u0131nda g\u00f6sterdi.<\/p>\n
Trive Yat\u0131r\u0131m\u2019a g\u00f6re piyasalarda g\u00fcn i\u00e7erisinde \u015fu veriler izlenecek:<\/p>\n
11.00 Euro B\u00f6lgesi Hizmet PMI (Beklenti: 51,6)<\/p>\n
11.30 \u0130ngiltere Hizmet PMI (Beklenti: 51,8)<\/p>\n
15.15 ABD ADP Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (Beklenti: 68 bin)<\/p>\n
16.45 ABD Hizmet PMI (Beklenti: 53,6)<\/p>\n
17.00 ABD ISM Hizmet PMI (Beklenti: 54,5)<\/p>\n
17.30 ABD Ham Petrol Stoklar\u0131 verisi<\/p>\n
Raporda yer alan verilere g\u00f6re:<\/p>\n
S&P 500 y\u00fczde 0,47<\/p>\n
Dow Jones y\u00fczde 1,71<\/p>\n
Nasdaq 100 y\u00fczde 3,32 y\u00fckseldi.<\/p>\n
Emtia taraf\u0131nda ise;<\/p>\n
Ons alt\u0131n 4.166 dolar,<\/p>\n
Ons g\u00fcm\u00fc\u015f 61,46 dolar,<\/p>\n
Brent petrol 78,28 dolar seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
D\u00f6viz piyasalar\u0131nda ise;<\/p>\n
EUR\/USD 1,1537<\/p>\n
GBP\/USD 1,3457<\/p>\n
USD\/JPY 157,63<\/p>\n
USD\/TRY 47,5739<\/p>\n
EUR\/TRY 54,9251 seviyelerinde bulundu.<\/p>\n
Trive Yat\u0131r\u0131m\u2019\u0131n teknik analizinde \u00f6ne \u00e7\u0131kan de\u011ferlendirmeler \u015f\u00f6yle:<\/p>\n
EUR\/USD: Paritenin 1,1493 seviyesi \u00fczerinde kalmas\u0131 halinde k\u0131sa vadeli pozitif g\u00f6r\u00fcn\u00fcm\u00fcn korunaca\u011f\u0131, diren\u00e7lerin 1,1580, 1,1615 ve 1,1650, desteklerin ise 1,1500, 1,1465 ve 1,1420 seviyelerinde bulundu\u011fu belirtildi.<\/p>\n
Ons Alt\u0131n: Alt\u0131n\u0131n 4.085 dolar \u00fczerinde kald\u0131\u011f\u0131 s\u00fcrece y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi ifade edilirken, destek seviyeleri 4.120, 4.080 ve 4.035, diren\u00e7 seviyeleri ise 4.200, 4.235 ve 4.265 dolar olarak g\u00f6sterildi.<\/p>\n
Brent Petrol: Brent petrolde 82,95 dolar seviyesinin alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece geri \u00e7ekilmenin devam edebilece\u011fi de\u011ferlendirilirken, destek seviyeleri 77,70, 77,00 ve 76,50, diren\u00e7 seviyeleri ise 78,45, 79,00 ve 79,60 dolar olarak s\u0131raland\u0131.<\/p>\n
Nasdaq 100 Vadeli: Endeksin 28.890 puan \u00fczerinde kald\u0131\u011f\u0131 s\u00fcrece k\u0131sa vadeli y\u00fckseli\u015f e\u011filiminin korunabilece\u011fi belirtilirken, destek seviyeleri 29.770, 29.640 ve 29.560, diren\u00e7 seviyeleri ise 29.915, 30.050 ve 30.170 puan olarak payla\u015f\u0131ld\u0131.<\/p>\n
Trive Yat\u0131r\u0131m, k\u0131sa vadede H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin diplomatik geli\u015fmeler, ABD makroekonomik verileri ve TCMB\u2019nin dezenflasyon s\u00fcrecine y\u00f6nelik mesajlar\u0131n\u0131n k\u00fcresel piyasalarda fiyatlamalar a\u00e7\u0131s\u0131ndan belirleyici olmaya devam edece\u011fini de\u011ferlendirdi.<\/p>\n
<\/strong> \u0130stanbul, 5 A\u011fustos (Hibya) \u2013 Trive Yat\u0131r\u0131m\u2019\u0131n G\u00fcnl\u00fck Forex B\u00fclteni\u2019nde, k\u00fcresel piyasalarda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin diplomatik geli\u015fmelerin fiyatlamalar \u00fczerinde belirleyici oldu\u011fu belirtilirken, T\u00fcrkiye taraf\u0131nda ise T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) enflasyon ve ihracata ili\u015fkin de\u011ferlendirmeleri ile uluslararas\u0131 yat\u0131r\u0131m kurulu\u015flar\u0131n\u0131n Borsa \u0130stanbul\u2019a y\u00f6nelik beklenteleri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":127109,"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-127108","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\/127108","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=127108"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127108\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127109"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127108"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127108"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127108"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"