Pusula Yat\u0131r\u0131m’\u0131n Emtia B\u00fclteni raporunda, sava\u015f kaynakl\u0131 geli\u015fmeler ya\u015fanmas\u0131na ra\u011fmen alt\u0131n, g\u00fcm\u00fc\u015f ve bak\u0131r fiyatlar\u0131 \u00fczerindeki etkinin \u00f6nceki d\u00f6nemlere k\u0131yasla daha s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 belirtildi.<\/p>\n
Raporda, ons alt\u0131n\u0131n temmuz ay\u0131 boyunca yatay seyir izledi\u011fi, faiz art\u0131\u015f\u0131 beklentilerindeki yumu\u015faman\u0131n k\u0131sa vadede alt\u0131n fiyatlar\u0131n\u0131 destekledi\u011fi ifade edildi. G\u00fcm\u00fc\u015fte de benzer bir g\u00f6r\u00fcn\u00fcm\u00fcn bulundu\u011fu, ancak y\u00fcksek volatilitenin y\u00fckseli\u015f d\u00f6nemlerinde daha sert fiyat hareketlerine neden oldu\u011fu aktar\u0131ld\u0131. Bak\u0131r\u0131n ise sanayi kullan\u0131m\u0131n\u0131n etkisiyle alt\u0131n ve g\u00fcm\u00fc\u015fe k\u0131yasla daha d\u00fc\u015f\u00fck volatilite sergiledi\u011fi ve ay\u0131 pozitif tamamlad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Temmuz ay\u0131nda Alt\u0131nS1 ile gram alt\u0131n aras\u0131ndaki fiyat fark\u0131n\u0131n darald\u0131\u011f\u0131 belirtilen raporda, ay ba\u015f\u0131nda 1,17 seviyesinde bulunan makas\u0131n ay i\u00e7inde 1,08’e kadar geriledi\u011fi ifade edildi. Bu durumun yurt i\u00e7i alt\u0131n talebindeki zay\u0131flamaya i\u015faret etti\u011fi, \u00f6nemli makas daralmalar\u0131n\u0131n ise Alt\u0131nS1 sertifikas\u0131 a\u00e7\u0131s\u0131ndan al\u0131m f\u0131rsat\u0131 olu\u015fturdu\u011fu belirtildi. Gelecek d\u00f6nemde talebin artmas\u0131yla birlikte makas\u0131n yeniden y\u00fckselmesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, demir-\u00e7elik fiyatlar\u0131n\u0131n ay boyunca dalgal\u0131 seyretti\u011fi, demir endeksi ile CFR hurda fiyatlar\u0131n\u0131n sat\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm sergiledi\u011fi, buna kar\u015f\u0131n s\u0131cak haddelenmi\u015f rulo (HRC) \u00e7elik fiyatlar\u0131nda kademeli y\u00fckseli\u015fin devam etti\u011fi kaydedildi. HRC \u00e7elikteki pozitif ayr\u0131\u015fman\u0131n Ere\u011fli Demir \u00c7elik ve Kardemir gibi \u015firketler a\u00e7\u0131s\u0131ndan olumlu bir g\u00f6r\u00fcn\u00fcm sundu\u011fu ifade edildi.<\/p>\n
ABD ile \u0130ran aras\u0131ndaki gerilimin temmuz ay\u0131nda yeniden y\u00fckseldi\u011fi belirtilen raporda, kar\u015f\u0131l\u0131kl\u0131 hava sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en gemi say\u0131s\u0131n\u0131n azald\u0131\u011f\u0131 ve petrol fiyatlar\u0131n\u0131n y\u00fckseldi\u011fi aktar\u0131ld\u0131. Daha sonra ABD’nin altyap\u0131 sald\u0131r\u0131s\u0131 tehdidinin hava sald\u0131r\u0131lar\u0131n\u0131n sona ermesine ve bar\u0131\u015f beklentilerinin g\u00fc\u00e7lenmesine katk\u0131 sa\u011flad\u0131\u011f\u0131, bu s\u00fcre\u00e7te petrol fiyatlar\u0131nda h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi. Do\u011falgaz piyasas\u0131nda ise ay genelinde yatay ve normalle\u015fen bir g\u00f6r\u00fcn\u00fcm izlendi\u011fi kaydedildi.<\/p>\n
Raporda, g\u00fcne\u015f enerjisi endeksinde sat\u0131c\u0131l\u0131 seyrin s\u00fcrd\u00fc\u011f\u00fc, \u00c7in’in \u00fcretimi azaltmas\u0131na ra\u011fmen fiyatlar\u0131n zay\u0131f kalmas\u0131n\u0131n k\u00fcresel g\u00fcne\u015f enerjisi talebine ili\u015fkin soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 belirtildi. Temmuz ay\u0131nda etilen-nafta makas\u0131n\u0131n daralmaya devam etti\u011fi belirtilen raporda, petrol fiyatlar\u0131ndaki art\u0131\u015fa ra\u011fmen makas\u0131n zay\u0131f kald\u0131\u011f\u0131, olas\u0131 petrol fiyat\u0131 gerilemelerinin makas\u0131n dar kalmas\u0131na neden olabilece\u011fi ifade edildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn Petkim a\u00e7\u0131s\u0131ndan olumsuz de\u011ferlendirildi\u011fi, \u00f6nceki d\u00f6nemde makasta beklenen toparlanma beklentisinin revize edildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin emtia \u015firketlerine genel olarak olumlu yans\u0131d\u0131\u011f\u0131, HRC \u00e7elikteki g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn Kardemir ve Ere\u011fli Demir \u00c7elik hisselerini destekledi\u011fi ve bu \u015firketlerin ayl\u0131k getirilerinin yakla\u015f\u0131k y\u00fczde 4’e ula\u015ft\u0131\u011f\u0131 belirtildi. Petrol fiyatlar\u0131n\u0131n etkisiyle T\u00fcpra\u015f ve Aygaz hisselerinin pozitif ayr\u0131\u015ft\u0131\u011f\u0131, nafta makas\u0131ndaki zay\u0131fl\u0131\u011f\u0131n ise Petkim hisseleri \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi.<\/p>\n
Alt\u0131n fiyatlar\u0131n\u0131n zay\u0131f seyretmesi nedeniyle Trakya Alt\u0131n \u0130\u015fletmeleri a\u00e7\u0131s\u0131ndan temmuz ay\u0131n\u0131n g\u00fc\u00e7l\u00fc ge\u00e7medi\u011fi belirtilen raporda, bak\u0131r fiyatlar\u0131ndaki olumlu seyre ra\u011fmen Sarkuysan hisselerinde negatif fiyatlama g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131. Temmuz ay\u0131nda en y\u00fcksek getiriyi y\u00fczde 24 ile T\u00fcpra\u015f’\u0131n sa\u011flad\u0131\u011f\u0131, en zay\u0131f performans\u0131n ise y\u00fczde 14 d\u00fc\u015f\u00fc\u015fle Sarkuysan’da ger\u00e7ekle\u015fti\u011fi kaydedildi.<\/p>\n
Raporda, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde petrol fiyatlar\u0131n\u0131n emtia piyasalar\u0131n\u0131n ana belirleyicisi olmay\u0131 s\u00fcrd\u00fcrece\u011fi belirtilerek, jeopolitik risklerin azalmas\u0131n\u0131n petrol fiyatlar\u0131nda normalle\u015fmeye ve T\u00fcpra\u015f ile Petkim a\u00e7\u0131s\u0131ndan daha zay\u0131f bir d\u00f6neme i\u015faret edebilece\u011fi ifade edildi. Faiz beklentilerindeki de\u011fi\u015fimlere ba\u011fl\u0131 olas\u0131 alt\u0131n fiyat\u0131 y\u00fckseli\u015flerinin ise Trakya Alt\u0131n \u0130\u015fletmeleri ve G\u00fcbre Fabrikalar\u0131 gibi alt\u0131n odakl\u0131 \u015firketleri destekleyebilece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 5 A\u011fustos (Hibya) \u2013 Pusula Yat\u0131r\u0131m, temmuz ay\u0131nda k\u00fcresel emtia piyasalar\u0131nda \u00f6nceki aylara k\u0131yasla daha sakin bir g\u00f6r\u00fcn\u00fcm izlendi\u011fini, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde ise petrol fiyatlar\u0131n\u0131n emtia piyasalar\u0131n\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olmay\u0131 s\u00fcrd\u00fcrece\u011fini duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":127213,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-127212","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127212","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=127212"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127212\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127213"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"