{"id":132713,"date":"2026-08-14T18:02:27","date_gmt":"2026-08-14T15:02:27","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/14\/kuresel-piyasalarda-fed-beklentileri-ve-jeopolitik-riskler-one-cikiyor"},"modified":"2026-08-14T18:02:27","modified_gmt":"2026-08-14T15:02:27","slug":"kuresel-piyasalarda-fed-beklentileri-ve-jeopolitik-riskler-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/14\/kuresel-piyasalarda-fed-beklentileri-ve-jeopolitik-riskler-one-cikiyor\/","title":{"rendered":"K\u00fcresel piyasalarda Fed beklentileri ve jeopolitik riskler \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Ikon Menkul De\u011ferler\u2019in Yurt D\u0131\u015f\u0131 Ak\u015fam B\u00fclteni\u2019ne g\u00f6re, k\u00fcresel piyasalarda ABD\u2019den gelen zay\u0131f t\u00fcketim verileri, Fed\u2019in faiz politikas\u0131 beklentileri ve jeopolitik geli\u015fmeler fiyatlamalarda belirleyici oluyor.<\/p>\n<p>ABD\u2019de perakende sat\u0131\u015flar temmuz ay\u0131nda ayl\u0131k bazda y\u00fczde 0,6 gerileyerek, y\u00fczde 0,1\u2019lik art\u0131\u015f beklentisinin olduk\u00e7a alt\u0131nda kald\u0131.<\/p>\n<p>May\u0131s 2025\u2019ten bu yana en sert d\u00fc\u015f\u00fc\u015f olarak kaydedilen veri, \u00f6zellikle otomobil ve online sat\u0131\u015flardaki gerilemenin etkisiyle t\u00fcketici harcamalar\u0131nda ivme kayb\u0131na i\u015faret etti. Zay\u0131f veri, Fed\u2019in yak\u0131n vadede faiz art\u0131rma ihtimalini s\u0131n\u0131rlayan bir g\u00f6r\u00fcn\u00fcm olu\u015fturdu.<\/p>\n<p>ABD dolar\u0131n\u0131n maj\u00f6r para birimleri kar\u015f\u0131s\u0131nda genel olarak de\u011fer kaybetti\u011fi g\u00fcnde Japon yeni \u00f6ne \u00e7\u0131kt\u0131. Japonya Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrme ihtimaline y\u00f6nelik beklentiler, yen \u00fczerindeki deste\u011fi art\u0131rd\u0131.<\/p>\n<p>BoJ yetkililerinin zay\u0131f yenin enflasyon \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc risklerine dikkat \u00e7ekmesi ve gerekti\u011finde faiz art\u0131r\u0131mlar\u0131n\u0131n h\u0131zland\u0131r\u0131labilece\u011fine y\u00f6nelik mesajlar\u0131, USDJPY paritesinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 g\u00fc\u00e7lendirdi.<\/p>\n<p>Jeopolitik riskler de k\u00fcresel piyasalar\u0131n g\u00fcndeminde kalmaya devam ediyor. ABD Savunma Bakanl\u0131\u011f\u0131, \u0130ran\u2019a y\u00f6nelik deniz ablukas\u0131n\u0131n donanma unsurlar\u0131n\u0131n rotasyonuyla s\u00fcresiz \u015fekilde s\u00fcrd\u00fcr\u00fclebilece\u011fi mesaj\u0131n\u0131 verdi.<\/p>\n<p>H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki deniz trafi\u011finin belirgin \u015fekilde azalmas\u0131 ve ate\u015fkes g\u00f6r\u00fc\u015fmelerinden sonu\u00e7 al\u0131namamas\u0131, b\u00f6lgedeki enerji arz\u0131na y\u00f6nelik endi\u015feleri canl\u0131 tutuyor.<\/p>\n<p>Alman otomotiv sekt\u00f6r\u00fcnde istihdam yakla\u015f\u0131k 20 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi. Y\u00fcksek maliyetler, zay\u0131flayan talep ve \u00c7inli \u00fcreticilerin artan rekabeti sekt\u00f6r\u00fcn kapsaml\u0131 bir yeniden yap\u0131lanma s\u00fcrecine girmesine neden olurken, b\u00fcy\u00fck \u00fcreticilerin i\u015ften \u00e7\u0131karma ve kapasite azaltma planlar\u0131 sanayi istihdam\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131yor.<\/p>\n<p>Euro B\u00f6lgesi, haziran ay\u0131nda 8,6 milyar euro d\u0131\u015f ticaret fazlas\u0131 verdi. May\u0131s ay\u0131nda ya\u015fanan a\u00e7\u0131\u011f\u0131n ard\u0131ndan gelen toparlanmada ihracattaki art\u0131\u015f ve ithalattaki gerileme etkili oldu. \u00d6zellikle enerji kaynakl\u0131 d\u0131\u015f ticaret bask\u0131s\u0131n\u0131n hafiflemesi, b\u00f6lge ekonomisine d\u0131\u015f talep a\u00e7\u0131s\u0131ndan destek sa\u011flad\u0131.<\/p>\n<p>\u0130svi\u00e7re ekonomisi 2026\u2019n\u0131n ikinci \u00e7eyre\u011finde \u00e7eyreklik bazda y\u00fczde 1,5 b\u00fcy\u00fcd\u00fc. B\u00f6ylece ekonomi 2021\u2019den bu yana en h\u0131zl\u0131 \u00e7eyreklik geni\u015flemesini kaydetti. \u0130lk \u00e7eyrekte y\u00fczde 0,4 olan b\u00fcy\u00fcmede \u00f6zellikle kimya ve ila\u00e7 sekt\u00f6rlerinin \u00f6nc\u00fcl\u00fck etti\u011fi sanayi \u00fcretimi ile ihracattaki toparlanma etkili oldu.<\/p>\n<p>Kanada\u2019da imalat sanayi sat\u0131\u015flar\u0131 haziranda ayl\u0131k bazda y\u00fczde 0,1 artarak 78,8 milyar Kanada dolar\u0131na y\u00fckseldi. B\u00f6ylece art\u0131\u015f serisi be\u015finci aya ta\u015f\u0131nd\u0131. Fiyat etkilerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f reel sat\u0131\u015flar\u0131n y\u00fczde 1,2 y\u00fckselmesi ise imalat sekt\u00f6r\u00fcndeki faaliyetlerin hacim baz\u0131nda daha g\u00fc\u00e7l\u00fc seyretti\u011fine i\u015faret etti.<\/p>\n<p>Ikon Menkul\u2019\u00fcn teknik de\u011ferlendirmesinde ise haftal\u0131k kapan\u0131\u015f \u00f6ncesinde ons alt\u0131nda 4.350 dolar \u00fczerindeki g\u00f6r\u00fcn\u00fcm, 80 dolar\u0131n \u00fczerinde seyreden ham petrol, zay\u0131f ABD verileri sonras\u0131 g\u00fc\u00e7lenen EURUSD, 30.000 \u00fczerinde tutunmaya \u00e7al\u0131\u015fan Nasdaq ve 6,70 direncini test eden bak\u0131r \u00f6ne \u00e7\u0131kan teknik seviyeler aras\u0131nda yer ald\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 14 A\u011fustos (Hibya) &#8211; Ikon Menkul De\u011ferler\u2019in Yurt D\u0131\u015f\u0131 Ak\u015fam B\u00fclteni\u2019ne g\u00f6re, k\u00fcresel piyasalarda ABD\u2019den gelen zay\u0131f t\u00fcketim verileri, Fed\u2019in faiz politikas\u0131 beklentileri ve jeopolitik geli\u015fmeler fiyatlamalarda belirleyici oluyor.<\/p>\n","protected":false},"author":1,"featured_media":132714,"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-132713","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\/132713","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=132713"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/132713\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/132714"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=132713"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=132713"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=132713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}