{"id":132259,"date":"2026-08-14T08:45:03","date_gmt":"2026-08-14T05:45:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/14\/jeopolitik-riskler-ve-enflasyon-gorunumu-piyasalarin-odaginda"},"modified":"2026-08-14T08:45:03","modified_gmt":"2026-08-14T05:45:03","slug":"jeopolitik-riskler-ve-enflasyon-gorunumu-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/14\/jeopolitik-riskler-ve-enflasyon-gorunumu-piyasalarin-odaginda\/","title":{"rendered":"Jeopolitik riskler ve enflasyon g\u00f6r\u00fcn\u00fcm\u00fc piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p class=\"isSelectedEnd\">Alnus Yat\u0131r\u0131m, k\u00fcresel piyasalarda jeopolitik risklerin seyri ile ba\u015fta ABD enflasyon verileri olmak \u00fczere maj\u00f6r ekonomilerden gelen verilerin bu haftan\u0131n temel g\u00fcndem maddeleri oldu\u011funu bildirdi.<\/p>\n<p class=\"isSelectedEnd\">Alnus Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran ile g\u00f6r\u00fc\u015fmeler yap\u0131ld\u0131\u011f\u0131 ve yak\u0131n zamanda anla\u015fmaya var\u0131labilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131na kar\u015f\u0131n \u0130ranl\u0131 yetkililerin ABD ile herhangi bir g\u00f6r\u00fc\u015fme ger\u00e7ekle\u015ftirmediklerini belirtmesi, piyasalarda ge\u00e7en hafta artan risk i\u015ftah\u0131n\u0131n yerini tedirginli\u011fe b\u0131rakmas\u0131na neden oldu.<\/p>\n<p class=\"isSelectedEnd\">Pakistan taraf\u0131ndan taraflar\u0131n \u00f6n\u00fcm\u00fczdeki hafta sona erecek 60 g\u00fcnl\u00fck ate\u015fkesin uzat\u0131lmas\u0131 konusunda anla\u015ft\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klaman\u0131n ise piyasalardaki endi\u015feleri k\u0131smen hafifletti\u011fini aktaran Alnus Yat\u0131r\u0131m, ABD\u2019de \u00e7ar\u015famba ve per\u015fembe g\u00fcnleri a\u00e7\u0131klanan T\u00dcFE ve \u00dcFE verilerindeki yava\u015flama i\u015faretlerinin de k\u00fcresel piyasalar\u0131 destekledi\u011fini belirtti.<\/p>\n<p class=\"isSelectedEnd\">\u0130\u00e7 piyasalarda ise makroekonomik veriler, \u015firket finansallar\u0131 ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu\u2019nun \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 aktaran kurum, TCMB Ba\u015fkan\u0131 Fatih Karahan\u2019\u0131n sunumuyla a\u00e7\u0131klanan raporda 2026 y\u0131l sonu T\u00dcFE tahmininin y\u00fczde 26\u2019dan y\u00fczde 28\u2019e y\u00fckseltildi\u011fini kaydetti.<\/p>\n<p class=\"isSelectedEnd\">Alnus Yat\u0131r\u0131m, TCMB\u2019nin para politikas\u0131n\u0131n mevcut \u015fartlarda s\u0131k\u0131 oldu\u011funu belirtmesi ve piyasa ko\u015fullar\u0131na ba\u011fl\u0131 olarak 1 hafta vadeli repo ihalelerine yeniden ba\u015flanmas\u0131n\u0131n g\u00fcndemde oldu\u011funu a\u00e7\u0131klamas\u0131n\u0131n TL varl\u0131klarda oynakl\u0131\u011fa yol a\u00e7t\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n<p class=\"isSelectedEnd\">Kurum, TCMB\u2019nin a\u00e7\u0131klad\u0131\u011f\u0131 haftal\u0131k verilere g\u00f6re br\u00fct rezervlerin 13,9 milyar dolar, yurt i\u00e7i yerle\u015fiklerin d\u00f6viz mevduatlar\u0131n\u0131n ise 7,1 milyar dolar artt\u0131\u011f\u0131n\u0131 belirtti. Yurt d\u0131\u015f\u0131 yerle\u015fiklerin Devlet \u0130\u00e7 Bor\u00e7lanma Senetleri&#8217;ndeki al\u0131m serisinin de dokuz haftaya y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">\u00d6n\u00fcm\u00fczdeki haftan\u0131n k\u00fcresel piyasalar a\u00e7\u0131s\u0131ndan yo\u011fun bir veri g\u00fcndemine sahip olaca\u011f\u0131n\u0131 belirten Alnus Yat\u0131r\u0131m, Orta Do\u011fu eksenindeki jeopolitik risklerin izlenmeye devam edilece\u011fini bildirdi. Kurum, ba\u015fta ABD olmak \u00fczere k\u00fcresel ekonomilerden gelecek yo\u011fun veri ak\u0131\u015f\u0131n\u0131n ard\u0131ndan Fed, ECB, BoE ve BoJ\u2019un para politikalar\u0131na ili\u015fkin beklentilerde de\u011fi\u015fiklik ya\u015fanabilece\u011fini ve bunun piyasalarda oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fini kaydetti.<\/p>\n<p class=\"isSelectedEnd\">T\u00fcrkiye taraf\u0131nda ise k\u00fcresel geli\u015fmelerin TL varl\u0131klar\u0131 \u00fczerindeki etkilerinin yan\u0131 s\u0131ra a\u00e7\u0131klanacak makro ve mikro verilerin takip edilece\u011fini belirten Alnus Yat\u0131r\u0131m, \u00e7ar\u015famba ak\u015fam\u0131 sona erecek ikinci \u00e7eyrek ve alt\u0131 ayl\u0131k \u015firket finansallar\u0131n\u0131n da fiyatlamalarda etkili olaca\u011f\u0131n\u0131 ifade etti.<\/p>\n<p class=\"isSelectedEnd\">BIST 100 teknik g\u00f6r\u00fcn\u00fcm\u00fcnde endeksin haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc 14.132 seviyesinde tamamlad\u0131\u011f\u0131n\u0131 aktaran Alnus Yat\u0131r\u0131m, yukar\u0131 y\u00f6nl\u00fc hareketlerin devam etmesi halinde 14.320-14.350 diren\u00e7 b\u00f6lgesinin kritik oldu\u011funu belirtti. Bu b\u00f6lgenin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde 14.615 ve 14.875 seviyelerinin g\u00fcndeme gelebilece\u011fi kaydedildi.<\/p>\n<p class=\"isSelectedEnd\">Olas\u0131 geri \u00e7ekilmelerde ise 13.915 seviyesinin \u00f6nemli destek b\u00f6lgesi oldu\u011funu belirten kurum, bu seviyenin k\u0131r\u0131lmas\u0131 halinde 13.600 ve 13.450 desteklerinin izlenebilece\u011fini aktard\u0131.<\/p>\n<p class=\"isSelectedEnd\">V\u0130OP BIST 30 yak\u0131n vadeli kontrat\u0131n\u0131n 16.191 seviyesinden kapand\u0131\u011f\u0131n\u0131 belirten Alnus Yat\u0131r\u0131m, yukar\u0131 y\u00f6nl\u00fc hareketlerde 16.330, 16.565 ve 16.850 seviyelerinin diren\u00e7 olarak takip edilece\u011fini bildirdi. Sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 i\u015flemlerde ise 15.960, 15.720, 15.615 ve 15.430 seviyelerinin destek olarak izlenece\u011fi ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">S&amp;P 500 endeksinin hafta i\u00e7erisinde 7.816 ile t\u00fcm zamanlar\u0131n rekor seviyesini yeniledi\u011fini aktaran Alnus Yat\u0131r\u0131m, endeksin 7.816 \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flay\u0131p sa\u011flayamayaca\u011f\u0131n\u0131n kritik oldu\u011funu belirtti. Rekor seviyenin a\u015f\u0131lamamas\u0131 veya \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanamamas\u0131 halinde d\u00fczeltme hareketlerinin g\u00fcndeme gelebilece\u011fi kaydedildi. A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 7.615-7.570 ve 7.500-7.480 b\u00f6lgelerinin destek olarak izlenece\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">Ons alt\u0131nda ise mart ay\u0131ndan gelen d\u00fc\u015fen trendin k\u0131r\u0131lmas\u0131 sonras\u0131nda \u00f6nceki hafta ba\u015flayan y\u00fckseli\u015fin bu hafta 4.450 dolar civar\u0131na kadar s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirten Alnus Yat\u0131r\u0131m, daha \u00f6nce k\u0131r\u0131lan eski y\u00fckselen trendin a\u015f\u0131lamamas\u0131yla geri \u00e7ekilmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n<p>Alnus Yat\u0131r\u0131m, ons alt\u0131nda yukar\u0131 y\u00f6nl\u00fc hareketlerde 4.480-4.540 dolar aral\u0131\u011f\u0131ndaki diren\u00e7 b\u00f6lgesinin takip edilmesi gerekti\u011fini, 4.540 dolar \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde al\u0131c\u0131l\u0131 hareketlerin ivme kazanabilece\u011fini bildirdi. 4.480 dolar alt\u0131nda kal\u0131c\u0131l\u0131k olu\u015fmas\u0131 halinde ise geri \u00e7ekilmelerin etkili olabilece\u011fi belirtildi. A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 4.180, 4.150 ve 4.100 dolar seviyelerinin destek olarak izlenece\u011fi aktar\u0131ld\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 14 A\u011fustos (Hibya) &#8211; Alnus Yat\u0131r\u0131m, bu hafta piyasalarda jeopolitik geli\u015fmeler, ABD enflasyon verileri ve TCMB\u2019nin 2026 y\u0131l sonu T\u00dcFE tahminindeki de\u011fi\u015fikli\u011fin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":132260,"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-132259","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\/132259","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=132259"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/132259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/132260"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=132259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=132259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=132259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}