Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcnl\u00fck Forex B\u00fclteni’nde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n y\u00fckselen benzin fiyatlar\u0131n\u0131n \u0130ran bask\u0131s\u0131n\u0131n kabul edilmesi gereken bir maliyeti oldu\u011funu savundu\u011fu ve H\u00fcrm\u00fcz’\u00fc ABD topra\u011f\u0131 ilan edebilece\u011fini s\u00f6yledi\u011fi belirtildi. \u0130ran\u2019\u0131n ise bo\u011faz\u0131n kendi kontrol\u00fcnde oldu\u011funu vurgulad\u0131\u011f\u0131 ve m\u00fczakereye d\u00f6n\u00fc\u015f karar\u0131n\u0131n hen\u00fcz bulunmad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
S\u00f6ylemlerdeki sertle\u015fmeyle birlikte H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gemi trafi\u011finin de \u00e7\u00f6kt\u00fc\u011f\u00fc, cumartesi yaln\u0131zca be\u015f ge\u00e7i\u015f ya\u015fan\u0131rken pazar g\u00fcn\u00fc hi\u00e7 ge\u00e7i\u015f olmad\u0131\u011f\u0131 kaydedildi. Bu tablonun ge\u00e7ici bir aksakl\u0131ktan \u00e7ok kal\u0131c\u0131 arz riskine i\u015faret etti\u011fi belirtildi. Petrol\u00fcn haftaya y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131, Brent\u2019in 89,40 dolar\u0131, WTI\u2019\u0131n 82,83 dolar\u0131 g\u00f6rd\u00fc\u011f\u00fc ve her iki kontrat\u0131n da \u00f6nceki haftay\u0131 y\u00fczde 5\u2019in \u00fczerinde y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Ancak zay\u0131f k\u00fcresel talep risk priminin fiyatlara tam yans\u0131mas\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
\u0130ran\u2019\u0131n ayr\u0131ca ABD askerlerine y\u00f6nelik bilgi \u00f6d\u00fcl\u00fcn\u00fc 60 bin dolara \u00e7\u0131kard\u0131\u011f\u0131, bunun taraflar\u0131n asimetrik ara\u00e7lar\u0131 \u00e7e\u015fitlendirmeye devam etti\u011fini ve gerilimin k\u0131sa vadede s\u00f6nmeyece\u011fini g\u00f6sterdi\u011fi kaydedildi. Alt\u0131nda beklenen g\u00fc\u00e7l\u00fc yukar\u0131 k\u0131r\u0131l\u0131m\u0131n ger\u00e7ekle\u015fmemesinin k\u0131sa vadeli d\u00fczeltme riskini \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131 belirtilirken, Fed beklentilerinin yumu\u015famas\u0131 ve dolardaki bask\u0131n\u0131n orta vadeli makro hikayeyi bozmad\u0131\u011f\u0131 ifade edildi. ABD\u2019de zay\u0131f perakende sat\u0131\u015flar\u0131 ve \u0131l\u0131ml\u0131 enflasyon verilerinin Warsh d\u00f6nemine dair \u015fahin Fed fiyatlamas\u0131n\u0131 geri \u00e7ekti\u011fi, eyl\u00fclde faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 50\u2019den y\u00fczde 30\u2019un alt\u0131na indi\u011fi, 2 y\u0131ll\u0131k getirinin y\u00fczde 4,15\u2019e geriledi\u011fi ve dolar\u0131n May\u0131s\u2019tan bu yana en d\u00fc\u015f\u00fck seviyelere yakla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Goldman Sachs\u2019\u0131n mevcut fiyatlamay\u0131 hala fazla \u015fahin buldu\u011fu belirtilirken, Jan Hatzius\u2019a g\u00f6re eyl\u00fclde faiz art\u0131\u015f\u0131 ihtimalinin d\u00fc\u015f\u00fck oldu\u011fu ve enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn iyile\u015fmeye devam edece\u011fi kaydedildi. Faiz art\u0131\u015f priminde daha fazla gerileme alan\u0131 bulundu\u011fu, ancak y\u00fcksek kamu bor\u00e7lanmas\u0131 ve yapay zeka \u015firketlerinin sermaye harcamalar\u0131n\u0131n uzun vadeli faizlerin ayn\u0131 \u00f6l\u00e7\u00fcde d\u00fc\u015fmesini engelleyebilece\u011fi ve bunun getiri e\u011frisinde dikle\u015fme ihtimalini g\u00fc\u00e7lendirebilece\u011fi ifade edildi.<\/p>\n
Japonya ekonomisinin ikinci \u00e7eyrekte y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f y\u00fczde 1,1 b\u00fcy\u00fcyerek y\u00fczde 2\u2019lik beklentinin alt\u0131nda kald\u0131\u011f\u0131, \u00f6zel t\u00fcketim ve sermaye harcamalar\u0131ndaki zay\u0131fl\u0131\u011f\u0131n i\u00e7 talebin k\u0131r\u0131lganl\u0131\u011f\u0131na i\u015faret etti\u011fi belirtildi. Buna ra\u011fmen BOJ\u2019un eyl\u00fclde faiz art\u0131rma olas\u0131l\u0131\u011f\u0131n\u0131n piyasada y\u00fczde 80 seviyesinde fiyatland\u0131\u011f\u0131, bu beklenti ve mali risk priminin Japon tahvillerindeki sat\u0131\u015f\u0131 derinle\u015ftirdi\u011fi aktar\u0131ld\u0131. 10 y\u0131ll\u0131k getirinin y\u00fczde 2,93\u2019e, 30 y\u0131ll\u0131k getirinin ise y\u00fczde 4,06\u2019ya \u00e7\u0131karak tarihi zirvelere yakla\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n
Raporda, H\u00fcrm\u00fcz’deki fiziksel arz riskinin petrolde haftan\u0131n ana fiyatlama unsuru oldu\u011fu, zay\u0131flayan ABD verilerinin Fed beklentilerini yumu\u015fatt\u0131\u011f\u0131, Goldman Sachs\u2019\u0131n fiyatlamay\u0131 hala \u015fahin buldu\u011fu, alt\u0131nda teknik d\u00fczeltme riskinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ve Japonya\u2019da zay\u0131f b\u00fcy\u00fcmeye ra\u011fmen BOJ ile mali risk priminin tahvil getirilerini y\u00fcksek tuttu\u011fu belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 17 A\u011fustos (Hibya) \u2013 Trive Yat\u0131r\u0131m, ABD-\u0130ran geriliminin H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden haftan\u0131n ana g\u00fcndem maddesi oldu\u011funu, bo\u011fazdaki gemi trafi\u011finin ciddi \u015fekilde gerilemesinin petrol piyasas\u0131nda kal\u0131c\u0131 arz riskine i\u015faret etti\u011fini duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":133464,"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-133463","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\/133463","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=133463"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/133463\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/133464"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=133463"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=133463"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=133463"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"