Trive Yat\u0131r\u0131m, “Piyasa Notu”nda k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik diplomatik g\u00f6r\u00fc\u015fmelerin bulundu\u011funu belirtirken, T\u00fcrkiye ekonomisinde ihracat g\u00f6r\u00fcn\u00fcm\u00fc, enflasyon beklentileri ve Borsa \u0130stanbul’a ili\u015fkin de\u011ferlendirmelere de yer verdi.<\/p>\n
Raporda, H\u00fcrm\u00fcz Bo\u011faz\u0131’nda kal\u0131c\u0131 ve g\u00fcvenli ge\u00e7i\u015f sa\u011flanmad\u0131k\u00e7a enerji piyasalar\u0131ndaki oynakl\u0131\u011f\u0131n s\u00fcrebilece\u011fi, Borsa \u0130stanbul’da ise y\u0131l\u0131n son \u00e7eyre\u011fine y\u00f6nelik iyimser beklentilerin korundu\u011fu ifade edildi.<\/p>\n
Raporda, ABD ile \u0130ran aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik diplomatik temaslar\u0131n piyasalar\u0131n ana g\u00fcndem maddesi oldu\u011fu belirtildi.<\/p>\n
ABD Hazine Bakan\u0131 Scott Bessent’in anla\u015fman\u0131n bug\u00fcn ya da yar\u0131n sa\u011flanabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131na dikkat \u00e7ekilirken, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio’nun ise m\u00fczakerelerde ilerleme kaydedildi\u011fini ancak hen\u00fcz nihai uzla\u015fmaya var\u0131lamad\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Axios’un haberine g\u00f6re ABD, \u0130ran ve Umman’\u0131n ge\u00e7ici bir d\u00fczenlemeye yakla\u015ft\u0131\u011f\u0131, Washington y\u00f6netiminin anla\u015fmay\u0131 k\u0131sa s\u00fcrede duyurmay\u0131 hedefledi\u011fi belirtilirken, s\u00f6z konusu d\u00fczenlemenin yaln\u0131zca H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki ge\u00e7i\u015fleri yeniden ba\u015flatmay\u0131 de\u011fil, ABD ile \u0130ran aras\u0131ndaki ate\u015fkesi g\u00fc\u00e7lendirmeyi ve n\u00fckleer m\u00fczakerelerin yeniden ba\u015flamas\u0131na zemin haz\u0131rlamay\u0131 ama\u00e7lad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Buna kar\u015f\u0131n Umman k\u0131y\u0131lar\u0131nda bir kargo gemisinin vurulmas\u0131n\u0131n, ticari gemi trafi\u011fine y\u00f6nelik g\u00fcvenlik risklerinin devam etti\u011fini g\u00f6sterdi\u011fi ifade edildi.<\/p>\n
Rapora g\u00f6re haber ak\u0131\u015f\u0131na ba\u011fl\u0131 olarak Brent petrol g\u00fcn i\u00e7erisinde sert fiyat hareketleri ya\u015fad\u0131. Gemiye y\u00f6nelik sald\u0131r\u0131n\u0131n ard\u0131ndan Brent petrol yakla\u015f\u0131k y\u00fczde 3 y\u00fckselirken, anla\u015fman\u0131n yak\u0131n oldu\u011funa ili\u015fkin a\u00e7\u0131klamalar sonras\u0131nda yeniden 78 dolar seviyesine geriledi.<\/p>\n
Trive Yat\u0131r\u0131m, yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadeli diplomatik ilerlemeyi olumlu kar\u015f\u0131lad\u0131\u011f\u0131n\u0131 ancak enerji arz\u0131na ili\u015fkin risk priminin tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 belirterek, H\u00fcrm\u00fcz Bo\u011faz\u0131’nda g\u00fcvenli ve kesintisiz ge\u00e7i\u015f sa\u011flanmadan petrol piyasas\u0131nda kal\u0131c\u0131 istikrar\u0131n zor olaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Raporda \u0130ran’\u0131n, Umman ile gemiler i\u00e7in g\u00fcvenli ge\u00e7i\u015f koridorlar\u0131n\u0131n olu\u015fturulmas\u0131na y\u00f6nelik teknik ve siyasi g\u00f6r\u00fc\u015fmelerde ilerleme sa\u011fland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n
Ancak nihai d\u00fczenlemenin kapsam\u0131 ve uygulama takviminin hen\u00fcz netle\u015fmedi\u011fi belirtilerek, bunun k\u0131sa vadede enerji arz\u0131na ili\u015fkin risk alg\u0131s\u0131n\u0131 azaltabilece\u011fi ancak kal\u0131c\u0131 rahatlama i\u00e7in fiili normalle\u015fmenin g\u00f6r\u00fclmesi gerekti\u011fi ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n temmuz ay\u0131nda t\u00fcketici enflasyonunun ana e\u011filiminde gerileme tespit etti\u011fini, y\u0131ll\u0131k enflasyondaki d\u00fc\u015f\u00fc\u015f\u00fcn de s\u00fcrd\u00fc\u011f\u00fcn\u00fc de\u011ferlendirdi\u011fini aktard\u0131.<\/p>\n
Raporda sa\u011fl\u0131k ve ula\u015ft\u0131rma kalemlerinin ayl\u0131k enflasyona katk\u0131 verdi\u011fi, buna kar\u015f\u0131l\u0131k temel mal ve g\u0131da grubundaki daha \u0131l\u0131ml\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn dezenflasyon s\u00fcrecini destekledi\u011fi ifade edildi.<\/p>\n
Merkez Bankas\u0131’n\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nemde faiz kararlar\u0131nda man\u015fet enflasyondan ziyade \u00e7ekirdek g\u00f6stergeler, beklentiler ve fiyatlama davran\u0131\u015flar\u0131n\u0131 izlemeyi s\u00fcrd\u00fcrece\u011fi de\u011ferlendirmesine yer verildi.<\/p>\n
Raporda TCMB Ba\u015fkan\u0131 Fatih Karahan’\u0131n k\u00fcresel tedarik zincirlerindeki yeniden yap\u0131lanman\u0131n T\u00fcrkiye’nin ihracat performans\u0131n\u0131 olumlu etkiledi\u011fi y\u00f6n\u00fcndeki de\u011ferlendirmelerine de yer verildi.<\/p>\n
Jeopolitik riskler ve \u00fcretim a\u011flar\u0131ndaki de\u011fi\u015fim sayesinde T\u00fcrkiye’nin Avrupa’ya yak\u0131nl\u0131\u011f\u0131 ve \u00fcretim kapasitesiyle yeni sipari\u015flerden daha fazla pay ald\u0131\u011f\u0131 belirtilirken, ihracattaki g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn cari dengeyi destekleyebilece\u011fi ifade edildi.<\/p>\n
Citi’nin de\u011ferlendirmelerine de yer verilen raporda, temmuz enflasyonunun beklentilerin alt\u0131nda ger\u00e7ekle\u015fmesine ra\u011fmen fiyat istikrar\u0131na d\u00f6n\u00fc\u015f s\u00fcrecinin Merkez Bankas\u0131’n\u0131n \u00f6ng\u00f6rd\u00fc\u011f\u00fcnden daha zor ilerleyebilece\u011fi g\u00f6r\u00fc\u015f\u00fc aktar\u0131ld\u0131.<\/p>\n
Banka, \u00e7ekirdek enflasyonun yakla\u015f\u0131k y\u00fczde 30, hizmet enflasyonunun ise y\u00fczde 40 seviyelerinde bulunmas\u0131na dikkat \u00e7ekerken, g\u0131da fiyatlar\u0131, enerji maliyetleri ve sonbaharda giyim fiyatlar\u0131nda olu\u015fabilecek bask\u0131y\u0131 temel risk unsurlar\u0131 olarak s\u0131ralad\u0131.<\/p>\n
Citi’nin 2026 y\u0131l sonu enflasyon tahmini y\u00fczde 31,8 olurken, politika faizinin y\u0131l sonunda y\u00fczde 35 seviyesinde olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
Raporda HSBC’nin T\u00fcrkiye hisse senetleri i\u00e7in “a\u011f\u0131rl\u0131k art\u0131r” tavsiyesini korudu\u011fu da belirtildi.<\/p>\n
HSBC, Merkez Bankas\u0131’n\u0131n faiz indirimlerine eyl\u00fcl ay\u0131nda ba\u015flayabilece\u011fini \u00f6ng\u00f6r\u00fcrken, Borsa \u0130stanbul’un \u00f6n\u00fcm\u00fczdeki birka\u00e7 ay yatay bir seyir izledikten sonra y\u0131l\u0131n son \u00e7eyre\u011finde daha g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f trendine girebilece\u011fini de\u011ferlendirdi.<\/p>\n
Banka ayr\u0131ca yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131n\u0131n son 10 y\u0131lda y\u00fczde 65’ten y\u00fczde 33’e geriledi\u011fine dikkat \u00e7ekerek mevcut pozisyonlanman\u0131n d\u00fc\u015f\u00fck seviyede oldu\u011funu, Borsa \u0130stanbul’un 12 ayl\u0131k ileriye d\u00f6n\u00fck 7,5 F\/K \u00e7arpan\u0131yla i\u015flem g\u00f6rmesinin de\u011ferleme a\u00e7\u0131s\u0131ndan yukar\u0131 y\u00f6nl\u00fc potansiyele i\u015faret etti\u011fini belirtti.<\/p>\n
HSBC, savunma sanayii, yapay zeka altyap\u0131s\u0131na y\u00f6nelik transformat\u00f6r \u00fcretimi, b\u00f6lgesel yeniden yap\u0131lanma projeleri ve havac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fc \u00f6n\u00fcm\u00fczdeki d\u00f6nemin \u00f6ne \u00e7\u0131kan yat\u0131r\u0131m temalar\u0131 aras\u0131nda g\u00f6sterdi.<\/p>\n
Trive Yat\u0131r\u0131m, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin diplomatik geli\u015fmelerin k\u0131sa vadede piyasalarda belirleyici olmaya devam edece\u011fini, T\u00fcrkiye’de ihracat g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn destekleyici seyrini korudu\u011funu, enflasyonda iyile\u015fme sinyalleri al\u0131nmas\u0131na ra\u011fmen temkinli duru\u015fun s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
Raporda ayr\u0131ca, yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131ndaki d\u00fc\u015f\u00fck seviyeler ve cazip de\u011ferlemeler nedeniyle Borsa \u0130stanbul’un y\u0131l\u0131n son \u00e7eyre\u011finde daha olumlu bir performans sergileyebilece\u011fi de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 5 A\u011fustos (Hibya) – Trive Yat\u0131r\u0131m, “Piyasa Notu”nda k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik diplomatik g\u00f6r\u00fc\u015fmelerin bulundu\u011funu belirtirken, T\u00fcrkiye ekonomisinde ihracat g\u00f6r\u00fcn\u00fcm\u00fc, enflasyon beklentileri ve Borsa \u0130stanbul’a ili\u015fkin de\u011ferlendirmelere de yer verdi.<\/p>\n","protected":false},"author":1,"featured_media":127117,"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-127116","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\/127116","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=127116"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127116\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127117"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"