Pusula Yat\u0131r\u0131m\u2019\u0131n Yurt D\u0131\u015f\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni\u2019nde, Amerika Birle\u015fik Devletleri (ABD) ile \u0130ran aras\u0131ndaki gerilimin yeniden t\u0131rmanmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin belirsizliklerin k\u00fcresel piyasalar\u0131n ana g\u00fcndem maddesi oldu\u011fu belirtildi.<\/p>\n
Raporda, petrol fiyatlar\u0131nda arz endi\u015felerinin yeniden \u00f6ne \u00e7\u0131kmas\u0131yla Brent petrol\u00fcn 90 dolar seviyesine yakla\u015ft\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, ABD Donanmas\u0131\u2019n\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 may\u0131nlardan temizleyerek su yolunun kontrol\u00fcn\u00fc y\u00fczde 100 ele ge\u00e7irdi\u011fini a\u00e7\u0131klamas\u0131 ve Tahran\u2019\u0131n sava\u015f tazminat\u0131 taleplerine kar\u015f\u0131l\u0131k \u0130ran ba\u011flant\u0131l\u0131 sald\u0131r\u0131larda hayat\u0131n\u0131 kaybedenler i\u00e7in tazminat talep etmesi, Washington ile Tahran aras\u0131ndaki gerilimi art\u0131ran geli\u015fmeler aras\u0131nda g\u00f6sterildi.<\/p>\n
\u0130ran Ulusal G\u00fcvenlik Y\u00fcksek Konseyi ise ABD ablukas\u0131 ve yapt\u0131r\u0131mlar\u0131 kald\u0131r\u0131lmadan, Amerikan g\u00fc\u00e7leri b\u00f6lgeden \u00e7ekilmeden, dondurulan varl\u0131klar iade edilmeden ve sava\u015f tazminat\u0131 \u00f6denmeden H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131lmayaca\u011f\u0131n\u0131 savundu.<\/p>\n
\u0130ran taraf\u0131, ABD donanmas\u0131n\u0131n b\u00f6lgedeki varl\u0131\u011f\u0131n\u0131n normalle\u015fmenin \u00f6n\u00fcndeki temel unsur oldu\u011funu ifade etti. ABD y\u00f6netiminin askeri harek\u00e2t yerine ekonomik bask\u0131y\u0131 s\u00fcrd\u00fcrme sinyali verdi\u011fi, \u0130ran D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131\u2019n\u0131n da ABD\u2019nin yapt\u0131r\u0131mlar\u0131 bir ba\u011f\u0131ml\u0131l\u0131k haline getirdi\u011fini belirtti\u011fi aktar\u0131ld\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m, sertle\u015fen a\u00e7\u0131klamalar ve devam eden navlun belirsizlikleri nedeniyle petrol piyasalar\u0131nda arz endi\u015felerinin canl\u0131 kald\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
Raporda, ate\u015fkes s\u00fcrecinin devam etmesi ve hava sald\u0131r\u0131lar\u0131n\u0131n sona ermesiyle gerileyen petrol fiyatlar\u0131n\u0131n, sava\u015f endi\u015felerinin yeniden g\u00fc\u00e7lenmesiyle y\u00fckseli\u015fe ge\u00e7ti\u011fi belirtildi.<\/p>\n
B\u00fcltende yer alan verilere g\u00f6re FTSE All World Index 763,66 puanla y\u00fczde 0,42 gerilerken, Nasdaq 100 y\u00fczde 0,34 d\u00fc\u015f\u00fc\u015fle 29.621,80 puana, S&P 500 y\u00fczde 0,07 d\u00fc\u015f\u00fc\u015fle 7.751,96 puana ve Dow Jones y\u00fczde 0,11 d\u00fc\u015f\u00fc\u015fle 53.975,98 puana geriledi.<\/p>\n
DAX y\u00fczde 0,02 art\u0131\u015fla 26.323,88 puana y\u00fckselirken, FTSE 100 y\u00fczde 0,35 d\u00fc\u015f\u00fc\u015fle 10.862,50 puanda ger\u00e7ekle\u015fti. Asya piyasalar\u0131nda ise \u00c7in Shanghai Composite y\u00fczde 2,04 y\u00fckselerek 3.900,35 puana, Hang Seng y\u00fczde 0,54 art\u0131\u015fla 25.668,03 puana \u00e7\u0131kt\u0131. Nikkei 225 ise y\u00fczde 0,93 d\u00fc\u015f\u00fc\u015fle 65.683,26 puana geriledi.<\/p>\n
Vadeli piyasalarda Nasdaq 100 vadeli kontrat\u0131 29.835,25 puanla y\u00fczde 0,33, S&P 500 vadeli kontrat\u0131 7.786,75 puanla y\u00fczde 0,13, Dow Jones vadeli kontrat\u0131 54.066 puanla y\u00fczde 0,01 ve DAX vadeli kontrat\u0131 26.444 puanla y\u00fczde 0,07 y\u00fckseldi.<\/p>\n
Avustralya Merkez Bankas\u0131 Para Politikas\u0131 Kurulu, 11 A\u011fustos 2026 tarihli toplant\u0131s\u0131nda politika faizini y\u00fczde 4,35 seviyesinde sabit tuttu.<\/p>\n
Pusula Yat\u0131r\u0131m de\u011ferlendirmesinde, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n k\u00fcresel petrol arz\u0131n\u0131 aksatarak enerji fiyatlar\u0131 ve genel enflasyon \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrmesinin yan\u0131 s\u0131ra kapasite bask\u0131lar\u0131 ve tarihsel olarak zay\u0131f verimlilik art\u0131\u015f\u0131n\u0131n man\u015fet ve budanm\u0131\u015f ortalama enflasyonun y\u00fcksek seyretmesinde etkili oldu\u011fu belirtildi.<\/p>\n
Y\u0131l ba\u015f\u0131ndan bu yana ger\u00e7ekle\u015ftirilen \u00fc\u00e7 faiz art\u0131\u015f\u0131n\u0131n ard\u0131ndan para piyasas\u0131 faizleri ve tahvil getirilerinin y\u00fckseldi\u011fi, konut fiyatlar\u0131 ile yeni konut kredilerinin belirgin \u015fekilde geriledi\u011fi, t\u00fcketici harcamalar\u0131 ve i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n ise kademeli olarak yava\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Avustralya\u2019n\u0131n ba\u015fl\u0131ca ticaret ortaklar\u0131ndaki ekonomik b\u00fcy\u00fcmenin yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n deste\u011fiyle beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesine ra\u011fmen enflasyonun hedef aral\u0131\u011f\u0131n orta noktas\u0131na ancak 2027 sonlar\u0131na do\u011fru d\u00f6nmesinin beklendi\u011fi kaydedildi.<\/p>\n
Kurul, enflasyonun kal\u0131c\u0131 \u015fekilde hedefe ula\u015ft\u0131r\u0131lmas\u0131 i\u00e7in gerekmesi halinde faiz oranlar\u0131n\u0131 yeniden art\u0131rabilece\u011fini belirterek veri ak\u0131\u015f\u0131n\u0131 ve risk dengesini yak\u0131ndan takip edece\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
Cleveland Fed Ba\u015fkan\u0131 Beth Hammack da enflasyonla m\u00fccadelenin g\u00fc\u00e7lendirilmesi gerekti\u011fini savundu. Hammack, tek bir 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n yeterli olmayaca\u011f\u0131n\u0131 ve politika faizinin y\u00fczde 3,5 ile y\u00fczde 3,75 aral\u0131\u011f\u0131nda tutulmas\u0131n\u0131n ekonomiyi anlaml\u0131 \u00f6l\u00e7\u00fcde k\u0131s\u0131tlamad\u0131\u011f\u0131n\u0131 belirterek kademeli faiz art\u0131\u015flar\u0131n\u0131n ba\u015flat\u0131lmas\u0131 gerekti\u011fini ifade etti.<\/p>\n
Temmuz ay\u0131ndaki toplant\u0131da faizlerin sabit tutulmas\u0131na kar\u015f\u0131 \u00e7\u0131karak 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 y\u00f6n\u00fcnde oy kullanan Hammack, Temmuz istihdam raporunda 23 bin ki\u015filik s\u00fcrpriz kay\u0131p ya\u015fanmas\u0131na ra\u011fmen y\u00fczde 4,1 seviyesindeki i\u015fsizlik oran\u0131n\u0131n tam istihdam seviyelerine yak\u0131n oldu\u011funu ve i\u015f g\u00fcc\u00fc piyasas\u0131nda \u00f6nemli bir sorun g\u00f6rmedi\u011fini s\u00f6yledi.<\/p>\n
Haziran itibar\u0131yla \u00e7ekirdek PCE enflasyonunun y\u00fczde 3,3, \u00e7ekirdek T\u00dcFE’nin y\u00fczde 2,6 seviyesinde bulundu\u011funu hat\u0131rlatan Hammack, Temmuz \u00e7ekirdek T\u00dcFE’sinin ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 2,5 seviyesine gerilemesinin beklendi\u011fini aktard\u0131.<\/p>\n
Enflasyonun kendi kendine y\u00fczde 2 hedefe d\u00f6nmeyece\u011fini savunan Hammack, Fed’in gecikmesi halinde hedefinden daha fazla uzakla\u015fabilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
Pusula Yat\u0131r\u0131m’\u0131n teknik analizinde ons alt\u0131n i\u00e7in 4.413, 4.589 ve 4.723 seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131. Destek seviyeleri ise 4.202, 4.049 ve 3.878 olarak s\u0131raland\u0131. Raporda alt\u0131n fiyat\u0131n\u0131n \u00f6nemli diren\u00e7 b\u00f6lgelerinde hareket etti\u011fi ve yeni g\u00fcn\u00fcn ilk saatlerinde volatilitenin y\u00fcksek seyretti\u011fi belirtildi.<\/p>\n
Ons g\u00fcm\u00fc\u015fte ise 67,41, 71,60 ve 76,50 seviyeleri diren\u00e7; 59,30, 54,58 ve 47,95 seviyeleri destek olarak takip ediliyor. G\u00fcm\u00fc\u015f fiyat\u0131nda alt\u0131na benzer bir g\u00f6r\u00fcn\u00fcm\u00fcn bulundu\u011fu ifade edildi.<\/p>\n
EUR\/USD paritesinde makroekonomik veri eksikli\u011fi nedeniyle d\u00fc\u015f\u00fck volatilitenin s\u00fcrd\u00fc\u011f\u00fc, piyasalar\u0131n yar\u0131n a\u00e7\u0131klanacak ABD enflasyon verisine odakland\u0131\u011f\u0131 belirtildi. Paritede 1,1572, 1,1623 ve 1,1687 seviyeleri diren\u00e7; 1,1432, 1,1356 ve 1,1290 seviyeleri destek olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Nasdaq 100’de ise endeksin \u00f6nemli bir diren\u00e7 seviyesinin hemen alt\u0131nda bulundu\u011fu ve bu seviyenin a\u015f\u0131lmas\u0131 halinde k\u0131sa vadeli y\u00fckseli\u015f ihtimalinin g\u00fc\u00e7lenebilece\u011fi de\u011ferlendirildi. Raporda 30.083, 30.661 ve 31.362 seviyeleri diren\u00e7; 28.956, 28.182 ve 27.012 seviyeleri destek olarak verildi.<\/p>\n
UKOIL teknik analizinde, ate\u015fkes s\u00fcrecinin devam etmesi ve hava sald\u0131r\u0131lar\u0131n\u0131n sona ermesiyle petrol fiyatlar\u0131n\u0131n geriledi\u011fi, ancak sava\u015f endi\u015felerinin yeniden g\u00fc\u00e7lenmesiyle fiyatlar\u0131n tekrar y\u00fckseldi\u011fi belirtildi.<\/p>\n
Pusula Yat\u0131r\u0131m, mevcut ko\u015fullarda do\u011frudan destek ve diren\u00e7 seviyesi belirlemenin riskli oldu\u011funu de\u011ferlendirdi.<\/p>\n
Piyasadaki di\u011fer g\u00f6stergelerde ise USD\/TRY 47,73 seviyesinde y\u00fczde 0,06 y\u00fckselirken, EUR\/USD 1,1541 seviyesinde y\u00fczde 0,02 geriledi. Ons alt\u0131n 4.401,77 seviyesinde y\u00fczde 0,26, ons g\u00fcm\u00fc\u015f ise 65,41 seviyesinde y\u00fczde 0,46 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Brent petrol 86,88 dolar seviyesinde y\u00fczde 0,06 gerilerken, DXY 99,80 seviyesinde y\u00fczde 0,04 y\u00fckseldi.<\/p>\n
T\u00fcrkiye’nin 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 40,7779, 5 y\u0131ll\u0131k tahvil faizi y\u00fczde 37,5481 ve 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 29,8236 seviyesinde bulunuyor. ABD 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,24, 5 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,41 ve 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,71 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Pusula Yat\u0131r\u0131m ayr\u0131ca raporda yer alan bilgi, de\u011ferlendirme, yorum ve istatistiki verilerin haz\u0131rland\u0131\u011f\u0131 tarih itibar\u0131yla mevcut piyasa ko\u015fullar\u0131 ve g\u00fcvenilir oldu\u011funa inan\u0131lan kaynaklardan derlendi\u011fini belirtti. S\u00f6z konusu bilgilerin genel bilgilendirme amac\u0131 ta\u015f\u0131d\u0131\u011f\u0131, yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda olmad\u0131\u011f\u0131 ve yat\u0131r\u0131m kararlar\u0131na esas al\u0131nmamas\u0131 gerekti\u011fi vurguland\u0131.<\/p>\n
Kurum, rapordaki bilgilerin belli bir getirinin sa\u011flanmas\u0131na y\u00f6nelik olmad\u0131\u011f\u0131n\u0131 ve herhangi bir getiri taahh\u00fcd\u00fc veya garantisi bulunmad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Rapor veya kullan\u0131lan kaynaklardaki hata ve eksikliklerden ve bu bilgilerin kullan\u0131lmas\u0131 sonucunda ortaya \u00e7\u0131kabilecek do\u011frudan veya dolayl\u0131 zararlardan Pusula Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.’nin sorumlu tutulamayaca\u011f\u0131 belirtildi.<\/p>\n
Raporda ayr\u0131ca 2026 y\u0131l\u0131 ikinci \u00e7eyre\u011finde k\u00e2rda bulunan hesaplar\u0131n oransal da\u011f\u0131l\u0131m\u0131n\u0131n y\u00fczde 18,75, zararda bulunan hesaplar\u0131n oransal da\u011f\u0131l\u0131m\u0131n\u0131n ise y\u00fczde 81,25 oldu\u011fu bilgisine yer verildi.\u00a0<\/p>\n
<\/strong> \u0130stanbul, 11 A\u011fustos(Hibya) – Pusula Yat\u0131r\u0131m\u2019\u0131n Yurt D\u0131\u015f\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni\u2019nde, Amerika Birle\u015fik Devletleri (ABD) ile \u0130ran aras\u0131ndaki gerilimin yeniden t\u0131rmanmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin belirsizliklerin k\u00fcresel piyasalar\u0131n ana g\u00fcndem maddesi oldu\u011fu belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":130287,"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-130286","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\/130286","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=130286"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/130286\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/130287"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=130286"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=130286"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=130286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"