Gedik Yat\u0131r\u0131m\u2019\u0131n Forex B\u00fclteni\u2019ne g\u00f6re, k\u00fcresel hisse piyasalar\u0131 Amerika Birle\u015fik Devletleri (ABD)\u2019de a\u00e7\u0131klanan \u0131l\u0131ml\u0131 enflasyon verilerinin Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131na gitme ihtimalini azaltmas\u0131 ve yapay zeka temal\u0131 hisselere y\u00f6nelik al\u0131mlar\u0131n yeniden g\u00fc\u00e7lenmesiyle haftay\u0131 pozitif tamamlamaya haz\u0131rlan\u0131yor.<\/p>\n
MSCI Asya Pasifik Endeksi y\u00fczde 0,2 y\u00fckselirken, MSCI D\u00fcnya Endeksi \u00fc\u00e7\u00fcnc\u00fc haftal\u0131k kazanc\u0131na y\u00f6neldi. ABD\u2019de S&P 500 rekor seviyeye ula\u015f\u0131rken, teknoloji ve yar\u0131 iletken hisselerinde de toparlanma dikkat \u00e7ekti.<\/p>\n
G\u00fcney Kore Kospi Endeksi haftal\u0131k bazda yakla\u015f\u0131k y\u00fczde 10 y\u00fckselerek yedi haftal\u0131k d\u00fc\u015f\u00fc\u015f serisini sonland\u0131rd\u0131. Samsung Electronics ve SK Hynix hisselerinin haftal\u0131k bazda y\u00fczde 15\u2019in \u00fczerinde de\u011fer kazanmas\u0131, yapay zeka ve \u00e7ip sekt\u00f6rlerine y\u00f6nelik risk i\u015ftah\u0131n\u0131n yeniden g\u00fc\u00e7lendi\u011fine i\u015faret etti.<\/p>\n
ABD\u2019de a\u00e7\u0131klanan \u0131l\u0131ml\u0131 enflasyon g\u00f6stergeleri ve zay\u0131f istihdam verilerinin ard\u0131ndan, para piyasalar\u0131nda Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131rma ihtimali yakla\u015f\u0131k y\u00fczde 35\u2019e geriledi. ABD 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,15 civar\u0131nda seyrederken, k\u0131sa vadeli tahvillerdeki g\u00fc\u00e7l\u00fc performans s\u0131k\u0131 para politikas\u0131 beklentilerinin azald\u0131\u011f\u0131n\u0131 g\u00f6sterdi.<\/p>\n
\u00d6te yandan ABD\u2019nin 30 y\u0131ll\u0131k tahvil ihalesinde faizin son 25 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131, b\u00fct\u00e7e a\u00e7\u0131klar\u0131n\u0131n uzun vadeli bor\u00e7lanma maliyetleri \u00fczerindeki bask\u0131s\u0131n\u0131 g\u00fcndemde tutuyor.<\/p>\n
Piyasalarda bug\u00fcn ABD\u2019de a\u00e7\u0131klanacak temmuz ay\u0131 perakende sat\u0131\u015f verileri takip edilecek. Verinin ekonomik b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc ve Fed\u2019in para politikas\u0131 beklentileri a\u00e7\u0131s\u0131ndan belirleyici olmas\u0131 bekleniyor.<\/p>\n
Emtia taraf\u0131nda Brent petrol 87,10 dolar civar\u0131nda i\u015flem g\u00f6r\u00fcrken, ons alt\u0131n y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015fle 4.325 dolar seviyesine geriledi. \u00c7in Merkez Bankas\u0131\u2019n\u0131n likidite deste\u011finin ard\u0131ndan \u00c7in 10 y\u0131ll\u0131k tahvil faizi Temmuz 2025\u2019ten bu yana en d\u00fc\u015f\u00fck seviyesine inerken, Japon yeni dolar kar\u015f\u0131s\u0131nda 159,40 civar\u0131nda seyrederek 160 kritik seviyesine yak\u0131nl\u0131\u011f\u0131n\u0131 korudu.<\/p>\n
Avrupa borsalar\u0131n\u0131n haftan\u0131n son i\u015flem g\u00fcn\u00fcne pozitif ba\u015flamas\u0131 bekleniyor. Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131 a\u00e7\u0131l\u0131\u015f \u00f6ncesinde yakla\u015f\u0131k y\u00fczde 0,2 y\u00fckseli\u015fe i\u015faret etti.<\/p>\n
G\u00fcn i\u00e7erisinde Euro B\u00f6lgesi b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan GSYH, istihdam ve d\u0131\u015f ticaret verileri izlenecek. Almanya toptan e\u015fya fiyatlar\u0131 ile Fransa enflasyon verileri de Avrupa Merkez Bankas\u0131\u2019n\u0131n para politikas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yor.<\/p>\n
Ekonomik aktivitenin diren\u00e7li kald\u0131\u011f\u0131na i\u015faret edecek verilerin Avrupa borsalar\u0131ndaki olumlu havay\u0131 g\u00fc\u00e7lendirebilece\u011fi, b\u00fcy\u00fcmede belirgin zay\u0131flama veya enflasyonda yukar\u0131 y\u00f6nl\u00fc s\u00fcrprizin ise risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlayabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
Yurt i\u00e7inde piyasalar\u0131n g\u00fcndeminde TCMB\u2019nin y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu vard\u0131. TCMB Ba\u015fkan\u0131 Fatih Karahan, 2026 y\u0131l sonu enflasyon tahmininin y\u00fczde 26\u2019dan y\u00fczde 28\u2019e y\u00fckseltildi\u011fini a\u00e7\u0131klad\u0131. 2026 ve 2027 ara hedefleri ise s\u0131ras\u0131yla y\u00fczde 24 ve y\u00fczde 15 seviyelerinde korundu. 2026 y\u0131l\u0131 g\u0131da enflasyonu tahmini de y\u00fczde 28,5\u2019e y\u00fckseltildi.<\/p>\n
Karahan, gerekli parasal s\u0131k\u0131l\u0131\u011f\u0131n s\u00fcrd\u00fcr\u00fclece\u011fini belirtirken, y\u0131l\u0131n geri kalan\u0131nda dezenflasyonist s\u00fcrecin devam etmesini beklediklerini ifade etti.<\/p>\n
ABD\u2019de temmuz ay\u0131nda \u00dcFE ayl\u0131k bazda de\u011fi\u015fmezken y\u0131ll\u0131k y\u00fczde 4,7 artt\u0131 ve beklentilerin alt\u0131nda kald\u0131. Dolar\/TL ise 08.00 itibar\u0131yla 47,80 civar\u0131nda hafif y\u00fckseli\u015f e\u011filiminde bulunuyor.<\/p>\n
Euro\/dolar paritesi a\u011fustos ay\u0131nda 1,15 dolar civar\u0131nda ve son iki ay\u0131n zirvelerine yak\u0131n hareket ediyor. Euro B\u00f6lgesi\u2019nde Temmuz enflasyonunun y\u00fczde 2,9 seviyesinde ger\u00e7ekle\u015fmesi ve piyasa bazl\u0131 bir y\u0131ll\u0131k enflasyon beklentisinin y\u00fczde 2,4 ile ECB\u2019nin y\u00fczde 2 hedefinin \u00fczerinde bulunmas\u0131, para politikas\u0131nda s\u0131k\u0131 duru\u015f beklentisini destekliyor.<\/p>\n
Sterlin\/dolar ise \u0130ran-Umman g\u00f6r\u00fc\u015fmeleri ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki enerji ak\u0131\u015f\u0131na ili\u015fkin belirsizliklerle 1,345 dolar \u00fczerinde temkinli seyrini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Alt\u0131n, yat\u0131r\u0131mc\u0131lar\u0131n kar realizasyonuna y\u00f6nelmesiyle 4.350 dolar seviyesinin alt\u0131na geriledi.<\/p>\n
Fed\u2019in faiz g\u00f6r\u00fcn\u00fcm\u00fc ve Orta Do\u011fu\u2019daki geli\u015fmeler fiyatlamalarda belirleyici olmaya devam ediyor. Fed\u2019in eyl\u00fcl ay\u0131nda 25 baz puan faiz art\u0131rma ihtimali bir hafta \u00f6nceki y\u00fczde 55 seviyesinden yakla\u015f\u0131k y\u00fczde 35\u2019e geriledi.<\/p>\n
Ons alt\u0131n i\u00e7in: 4.312 dolar destek, 4.418 dolar diren\u00e7 seviyesi olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
G\u00fcm\u00fc\u015f ise 64 dolar\u0131n alt\u0131na gerilerken, 63,65 dolar destek ve 65,74 dolar diren\u00e7 olarak izleniyor.<\/p>\n
Brent petrol, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n sona erdirilmesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik g\u00f6r\u00fc\u015fmelerde ilerleme sa\u011flanamamas\u0131 nedeniyle 88 dolar seviyesine do\u011fru y\u00fckseldi.<\/p>\n
IEA, uzun s\u00fcren \u00e7at\u0131\u015fmalar ve y\u00fcksek petrol fiyatlar\u0131n\u0131n t\u00fcketimi bask\u0131lamas\u0131 nedeniyle k\u00fcresel petrol talebi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti. Buna kar\u015f\u0131l\u0131k kurum, Orta Do\u011fu\u2019daki gerilim nedeniyle k\u00fcresel petrol arz\u0131n\u0131n bu y\u0131l g\u00fcnl\u00fck 4,3 milyon varil, yakla\u015f\u0131k y\u00fczde 4 azalabilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n
Brent petrol i\u00e7in 88,67 dolar ilk diren\u00e7, 85,47 dolar ise ilk destek konumunda bulunuyor.<\/p>\n
Nasdaq, per\u015fembe g\u00fcn\u00fc y\u00fczde 0,81 y\u00fckselerek \u00fc\u00e7\u00fcnc\u00fc haftal\u0131k kazanc\u0131na y\u00f6neldi. Teknoloji ve ileti\u015fim hizmetleri hisselerindeki g\u00fc\u00e7l\u00fc performans endeksi destekledi.<\/p>\n
Il\u0131ml\u0131 T\u00dcFE ve \u00dcFE verileri, Fed\u2019in yak\u0131n vadede faiz art\u0131raca\u011f\u0131na ili\u015fkin endi\u015feleri azalt\u0131rken \u00f6zellikle teknoloji ve b\u00fcy\u00fcme hisselerine al\u0131m getirdi. Bug\u00fcn a\u00e7\u0131klanacak perakende sat\u0131\u015f verisinin ekonomik aktivitenin kontroll\u00fc seyretti\u011fine i\u015faret etmesi halinde Nasdaq\u2019taki y\u00fckseli\u015f e\u011filiminin g\u00fc\u00e7lenebilece\u011fi de\u011ferlendiriliyor.<\/p>\n
Nasdaq: 29.904 destek, 30.396 diren\u00e7.
Dow Jones: 53.731 destek, 54.164 diren\u00e7.<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, \u0131l\u0131ml\u0131 ABD enflasyonu ve zay\u0131flayan faiz art\u0131r\u0131m beklentileri k\u00fcresel risk i\u015ftah\u0131n\u0131 destekleyen ana unsurlar olarak \u00f6ne \u00e7\u0131karken, Orta Do\u011fu ve H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 jeopolitik riskler ile uzun vadeli ABD tahvil faizleri piyasalar a\u00e7\u0131s\u0131ndan temel risk ba\u015fl\u0131klar\u0131 olmaya devam ediyor.<\/p>\n
<\/strong> \u0130stanbul, 14 A\u011fustos (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n Forex B\u00fclteni\u2019ne g\u00f6re, k\u00fcresel hisse piyasalar\u0131 Amerika Birle\u015fik Devletleri (ABD)\u2019de a\u00e7\u0131klanan \u0131l\u0131ml\u0131 enflasyon verilerinin Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131na gitme ihtimalini azaltmas\u0131 ve yapay zeka temal\u0131 hisselere y\u00f6nelik al\u0131mlar\u0131n yeniden g\u00fc\u00e7lenmesiyle haftay\u0131 pozitif tamamlamaya haz\u0131rlan\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":132376,"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-132375","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\/132375","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=132375"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/132375\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/132376"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=132375"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=132375"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=132375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"