Trive Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesine g\u00f6re, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran ile devam eden veya planlanm\u0131\u015f bir g\u00f6r\u00fc\u015fme bulunmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131, diplomatik s\u00fcrece ili\u015fkin belirsizli\u011fi art\u0131rd\u0131. \u0130ran ise ABD’nin liman ablukas\u0131n\u0131 kald\u0131rmas\u0131, petrol yapt\u0131r\u0131mlar\u0131n\u0131 gev\u015fetmesi, dondurulmu\u015f varl\u0131klar\u0131n serbest b\u0131rak\u0131lmas\u0131 ve askeri operasyonlar\u0131n sona ermesi gibi ko\u015fullar\u0131n kar\u015f\u0131lanmas\u0131 gerekti\u011fini belirtiyor.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’nda tanker trafi\u011finin normal seviyelerin alt\u0131nda kalmas\u0131 da enerji piyasalar\u0131 a\u00e7\u0131s\u0131ndan yak\u0131ndan takip ediliyor. B\u00f6lgede g\u00fcvenlik risklerinin devam etmesi ve baz\u0131 ticari gemilerin rota de\u011fi\u015ftirmesi, petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz sevkiyatlar\u0131na ili\u015fkin endi\u015feleri art\u0131r\u0131yor.<\/p>\n
Trive Yat\u0131r\u0131m, piyasa a\u00e7\u0131s\u0131ndan diplomatik a\u00e7\u0131klamalar\u0131n yan\u0131 s\u0131ra tanker hareketleri, sigorta ko\u015fullar\u0131 ve gemilerin H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7i\u015f durumu gibi fiziksel g\u00f6stergelerin \u00f6nem kazand\u0131\u011f\u0131n\u0131 belirtiyor.<\/p>\n
De\u011ferlendirmede, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden petrol ihracat\u0131n\u0131n ne zaman ve hangi ko\u015fullarda normale d\u00f6nece\u011fine ili\u015fkin belirsizli\u011fin fiyatlar\u0131 destekledi\u011fi ifade edildi.<\/p>\n
Brent petrol\u00fcn 91 dolar\u0131n \u00fczerinde seyretti\u011fi belirtilen de\u011ferlendirmede, Irak’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 kullanmadan ihracat yapabilmek i\u00e7in alternatif yollar \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 ve baz\u0131 nakliye \u015firketlerinin farkl\u0131 g\u00fczergahlara y\u00f6neldi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i’nin ge\u00e7ici bir ate\u015fkes yerine sava\u015f\u0131n kal\u0131c\u0131 olarak sona ermesini hedeflediklerine y\u00f6nelik a\u00e7\u0131klamas\u0131na da yer verilen de\u011ferlendirmede, yapt\u0131r\u0131mlar ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n stat\u00fcs\u00fcne ili\u015fkin belirsizli\u011fin enerji piyasalar\u0131nda risk priminin devam etmesine neden olabilece\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, k\u00fcresel yar\u0131 iletken hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131n y\u00fcksek tahvil getirileri ve jeopolitik belirsizliklerin etkisiyle artt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
ABD’deki sat\u0131\u015flar\u0131n ard\u0131ndan Asya piyasalar\u0131nda da \u00e7ip \u00fcreticilerinin geriledi\u011fi belirtilen de\u011ferlendirmede, yapay zeka temas\u0131n\u0131n uzun vadeli g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn korunmas\u0131na ra\u011fmen y\u00fcksek faiz ortam\u0131nda teknoloji \u015firketlerinin de\u011ferlemelerine y\u00f6nelik sorgulamalar\u0131n artt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Petrol fiyatlar\u0131n\u0131n 91 dolar\u0131n \u00fczerinde kalmas\u0131n\u0131n da enerji kaynakl\u0131 enflasyon ve y\u00fcksek bor\u00e7lanma maliyetlerinin devam edebilece\u011fine ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 kaydedildi.<\/p>\n
ING’nin de\u011ferlendirmesine g\u00f6re, zay\u0131flayan ABD verileri ve Fed’in faiz politikas\u0131na ili\u015fkin beklentiler dolarda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturuyor. Ancak kurum, mevcut hareketin kal\u0131c\u0131 bir dolar d\u00fc\u015f\u00fc\u015f trendine i\u015faret etti\u011fini s\u00f6ylemek i\u00e7in erken oldu\u011fu g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n
Trive Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesinde, jeopolitik risklerin artmas\u0131 veya petrol fiyatlar\u0131n\u0131n y\u00fckselmesi halinde ABD’de faiz beklentilerinin de\u011fi\u015febilece\u011fi ve dolar\u0131n g\u00fcvenli liman talebinden destek bulabilece\u011fi belirtildi.<\/p>\n
De\u011ferlendirmede, Sermaye Piyasas\u0131 Kurulu’nun (SPK) yat\u0131r\u0131m fonlar\u0131na ili\u015fkin rehber \u00e7al\u0131\u015fmalar\u0131n\u0131 tamamlamas\u0131n\u0131n fon sekt\u00f6r\u00fcndeki d\u00fczenleme s\u00fcreci a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yeni d\u00fczenlemelerin serbest fonlar, para piyasas\u0131 fonlar\u0131, yat\u0131r\u0131m s\u0131n\u0131rlamalar\u0131 ve kamuyu ayd\u0131nlatma y\u00fck\u00fcml\u00fcl\u00fckleri gibi ba\u015fl\u0131klarda fonlar\u0131n portf\u00f6y y\u00f6netimi ve risk alma s\u00fcre\u00e7lerini etkileyebilece\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m ayr\u0131ca, BloombergHT’nin haberine g\u00f6re Hazine ve Maliye Bakanl\u0131\u011f\u0131’n\u0131n k\u0131sa vadeli yabanc\u0131 sermaye giri\u015flerini daha uzun vadeli yat\u0131r\u0131mlara y\u00f6nlendirmek amac\u0131yla yeni bir vergi form\u00fcl\u00fc \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 aktard\u0131. De\u011ferlendirmede, olas\u0131 d\u00fczenlemenin TL varl\u0131klara y\u00f6nelik yabanc\u0131 yat\u0131r\u0131mc\u0131 pozisyonlar\u0131 ve k\u0131sa vadeli sermaye hareketleri \u00fczerinde etkili olabilece\u011fi ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda k\u0131sa vadede H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki tanker trafi\u011fi, petrol fiyatlar\u0131, ABD tahvil getirileri ve ABD-\u0130ran aras\u0131ndaki diplomatik geli\u015fmelerin; T\u00fcrkiye piyasalar\u0131nda ise SPK d\u00fczenlemeleri ve yabanc\u0131 sermaye ak\u0131mlar\u0131na ili\u015fkin geli\u015fmelerin izlenece\u011fini belirtti.<\/p>\n
<\/strong> \u0130stanbul, 19 A\u011fustos (Hibya) – K\u00fcresel piyasalarda yeni g\u00fcn\u00fcn fiyatlamas\u0131nda ABD ile \u0130ran aras\u0131ndaki diplomatik belirsizlik ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmeler \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":134845,"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-134844","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\/134844","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=134844"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/134844\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/134845"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=134844"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=134844"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=134844"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"