Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD ile \u0130ran aras\u0131ndaki diplomatik belirsizlik ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmelerin fiyatlamalarda \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
De\u011ferlendirmeye 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 ve 60 g\u00fcnl\u00fck mutabakat\u0131n uzat\u0131lmadan sona ermesi diplomatik s\u00fcrece ili\u015fkin belirsizli\u011fi art\u0131rd\u0131.<\/p>\n
\u0130ran’\u0131n ise ABD’nin liman ablukas\u0131n\u0131 kald\u0131rmas\u0131, petrol yapt\u0131r\u0131mlar\u0131n\u0131 gev\u015fetmesi, dondurulmu\u015f varl\u0131klar\u0131 serbest b\u0131rakmas\u0131 ve askeri operasyonlar\u0131 sona erdirmesi y\u00f6n\u00fcndeki taleplerinin devam etti\u011fi belirtildi.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’nda tanker trafi\u011finin normal seviyelerin belirgin \u015fekilde alt\u0131nda kald\u0131\u011f\u0131, Brent petrol\u00fcn 91 dolar\u0131n \u00fczerinde seyretti\u011fi ve fiziksel arz riskinin s\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Ticari gemilerin rota de\u011fi\u015ftirmesi, sald\u0131r\u0131 ve sigorta risklerinin enerji arz\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edilen de\u011ferlendirmede, y\u00fcksek petrol fiyatlar\u0131n\u0131n k\u00fcresel enflasyon bask\u0131s\u0131n\u0131 canl\u0131 tuttu\u011fu kaydedildi.<\/p>\n
Teknoloji hisselerinde sat\u0131\u015f bask\u0131s\u0131<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 enerji riskinin k\u00fcresel varl\u0131k fiyatlamalar\u0131n\u0131 da etkiledi\u011fi belirtilen de\u011ferlendirmede, y\u00fcksek ABD tahvil getirileriyle birlikte bu g\u00f6r\u00fcn\u00fcm\u00fcn yar\u0131 iletken hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m, s\u00f6z konusu hareketin yapay zeka temas\u0131ndan ziyade teknoloji \u015firketlerinde y\u00fcksek de\u011ferlemelere ili\u015fkin sorgulamalar\u0131n artmas\u0131yla ba\u011flant\u0131l\u0131 oldu\u011funu belirtti.<\/p>\n
ING’nin de\u011ferlendirmesine de yer verilen raporda, zay\u0131f ABD verileri ve daha \u0131l\u0131ml\u0131 Fed beklentilerinin dolar\u0131 bask\u0131lamas\u0131n\u0131n anla\u015f\u0131labilir oldu\u011fu ancak jeopolitik riskler ve uzun vadeli tahvil getirileri nedeniyle dolar sat\u0131\u015f\u0131n\u0131n devam edece\u011fi y\u00f6n\u00fcnde pozisyon almak i\u00e7in erken oldu\u011fu belirtildi.<\/p>\n
T\u00fcrkiye’de fon ve yabanc\u0131 sermaye d\u00fczenlemeleri takip ediliyor<\/p>\n
T\u00fcrkiye’de Sermaye Piyasas\u0131 Kurulu’nun (SPK) Yat\u0131r\u0131m Fonlar\u0131na \u0130li\u015fkin Rehber \u00e7al\u0131\u015fmalar\u0131n\u0131 tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Serbest fonlar, para piyasas\u0131 fonlar\u0131, yat\u0131r\u0131m s\u0131n\u0131rlamalar\u0131 ve kamuyu ayd\u0131nlatma y\u00fck\u00fcml\u00fcl\u00fcklerini kapsayan d\u00fczenlemenin ge\u00e7i\u015f ko\u015fullar\u0131n\u0131n, fonlar\u0131n tahvil, mevduat ve di\u011fer TL varl\u0131klar\u0131ndaki portf\u00f6y da\u011f\u0131l\u0131m\u0131n\u0131 etkileyebilece\u011fi ifade edildi.<\/p>\n
Hazine ve Maliye Bakanl\u0131\u011f\u0131’n\u0131n ise 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\u0131 belirtildi.<\/p>\n
Kapsam\u0131 hen\u00fcz a\u00e7\u0131klanmayan olas\u0131 d\u00fczenlemenin, k\u0131sa vadeli carry trade pozisyonlar\u0131n\u0131n net getirisi ve vade tercihleri \u00fczerinde etkili olabilece\u011fi kaydedildi. D\u00fczenlemenin ayr\u0131nt\u0131lar\u0131 netle\u015fmeden do\u011frudan sermaye \u00e7\u0131k\u0131\u015f\u0131 sonucuna varman\u0131n erken oldu\u011fu ifade edildi.<\/p>\n
<\/strong> Trive Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD ile \u0130ran aras\u0131ndaki diplomatik belirsizlik ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki geli\u015fmelerin fiyatlamalarda \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":134901,"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-134900","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\/134900","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=134900"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/134900\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/134901"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=134900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=134900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=134900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"