{"id":135454,"date":"2026-08-20T09:00:09","date_gmt":"2026-08-20T06:00:09","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/20\/kuresel-piyasalarda-tahvil-alimi-ve-jeopolitik-gelismeler-takip-ediliyor"},"modified":"2026-08-20T09:00:09","modified_gmt":"2026-08-20T06:00:09","slug":"kuresel-piyasalarda-tahvil-alimi-ve-jeopolitik-gelismeler-takip-ediliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/20\/kuresel-piyasalarda-tahvil-alimi-ve-jeopolitik-gelismeler-takip-ediliyor\/","title":{"rendered":"K\u00fcresel piyasalarda tahvil al\u0131m\u0131 ve jeopolitik geli\u015fmeler takip ediliyor"},"content":{"rendered":"<p class=\"isSelectedEnd\">Pusula Yat\u0131r\u0131m&#8217;\u0131n analizine g\u00f6re, Temmuz ay\u0131 Federal A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131 tutanaklar\u0131n\u0131n \u015fahin bir tona i\u015faret etti\u011fi belirtildi. Tutanaklarda, Orta Do\u011fu&#8217;daki gerilimler, enerji fiyatlar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n maliyetler \u00fczerindeki etkisi nedeniyle enflasyonist risklerin yukar\u0131 y\u00f6nl\u00fc oldu\u011fu, b\u00fcy\u00fcme ve istihdama y\u00f6nelik risklerin ise a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyretti\u011fi ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">Pusula Yat\u0131r\u0131m, zay\u0131flayan istihdam, \u0131l\u0131ml\u0131 enflasyon ve d\u00fc\u015fen t\u00fcketici g\u00fcveni verileri do\u011frultusunda Fed&#8217;in politika faizini y\u00fczde 3,50-3,75 aral\u0131\u011f\u0131nda korumas\u0131n\u0131n beklendi\u011fini aktard\u0131. B\u00fclten, mevcut veri ak\u0131\u015f\u0131n\u0131n ilave bir s\u0131k\u0131la\u015fmay\u0131 desteklemedi\u011fine ve politika faizinin 2027 y\u0131l\u0131na kadar mevcut seviyelerde tutulmas\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcne dikkat \u00e7ekti.<\/p>\n<p class=\"isSelectedEnd\">B\u00fcltende ayr\u0131ca ABD y\u00f6netiminin \u0130ran&#8217;a y\u00f6nelik yapt\u0131r\u0131m bask\u0131s\u0131n\u0131 art\u0131rmas\u0131n\u0131n Orta Do\u011fu&#8217;daki jeopolitik riskleri y\u00fckseltti\u011fi belirtildi. \u0130ran&#8217;\u0131n petrol ticareti, d\u00f6viz takas hatlar\u0131 ve paravan \u015firketler \u00fczerinden y\u00fcr\u00fctt\u00fc\u011f\u00fc faaliyetlerin hedef al\u0131nd\u0131\u011f\u0131 ifade edilirken, Birle\u015fik Arap Emirlikleri&#8217;nin \u0130ran ile ticareti ask\u0131ya almas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndaki gemi trafi\u011finin sava\u015f \u00f6ncesi seviyelerin alt\u0131nda kalmas\u0131n\u0131n petrol fiyatlar\u0131n\u0131 destekledi\u011fi kaydedildi.<\/p>\n<p class=\"isSelectedEnd\">ABD Hazine Bakanl\u0131\u011f\u0131&#8217;n\u0131n \u00f6n\u00fcm\u00fczdeki aylarda h\u00fck\u00fcmet bor\u00e7lar\u0131n\u0131n geri al\u0131m tutar\u0131n\u0131 en az 4 milyar dolara \u00e7\u0131karma plan\u0131n\u0131n da piyasalarda etkili oldu\u011fu belirtildi. A\u00e7\u0131klaman\u0131n ard\u0131ndan tahvil getirilerinde d\u00fc\u015f\u00fc\u015f ve hisse senedi vadeli i\u015flemlerinde y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131. \u00d6zellikle 10 ve 30 y\u0131l vadeli tahvillerin geri al\u0131m program\u0131n\u0131n oda\u011f\u0131nda oldu\u011fu ifade edildi.<\/p>\n<p class=\"isSelectedEnd\">Pusula Yat\u0131r\u0131m, Hazine&#8217;nin tahvil al\u0131m\u0131 sonras\u0131nda alt\u0131n fiyatlar\u0131nda y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirtti. Teknik g\u00f6r\u00fcn\u00fcmde alt\u0131n i\u00e7in 4.595, 4.770 ve 4.960 seviyeleri diren\u00e7, 4.370, 4.217 ve 4.103 seviyeleri destek olarak g\u00f6sterildi.<\/p>\n<p class=\"isSelectedEnd\">G\u00fcm\u00fc\u015fte ise 68,21, 72,53 ve 77,26 seviyeleri diren\u00e7; 63,25, 58,47 ve 55,11 seviyeleri destek olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n<p class=\"isSelectedEnd\">B\u00fcltende, tahvil piyasas\u0131na y\u00f6nelik hamlenin dolar endeksini zay\u0131flatmas\u0131n\u0131n euro\/dolar paritesini destekledi\u011fi belirtildi. Paritede 1,1686, 1,1740 ve 1,1789 seviyeleri diren\u00e7; 1,1613, 1,1552 ve 1,1480 seviyeleri destek olarak takip ediliyor.<\/p>\n<p class=\"isSelectedEnd\">Nasdaq taraf\u0131nda ise endeksin \u00f6nemli bir destek b\u00f6lgesini test etti\u011fi kaydedildi. 30.270 ve 31.140 seviyeleri diren\u00e7, 29.451 ve 28.620 seviyeleri destek olarak de\u011ferlendirildi.<\/p>\n<p>Brent petrolde jeopolitik risklerdeki art\u0131\u015fa ra\u011fmen oynakl\u0131\u011f\u0131n \u00f6nceki d\u00f6nemlere g\u00f6re daha d\u00fc\u015f\u00fck seyretti\u011fi belirtildi. Pusula Yat\u0131r\u0131m, mevcut ko\u015fullarda jeopolitik risklerin tamamen ortadan kalkt\u0131\u011f\u0131n\u0131n s\u00f6ylenemeyece\u011fini ve bu nedenle belirgin destek ve diren\u00e7 seviyeleri belirlemenin riskli oldu\u011funu ifade etti.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 20 A\u011fustos (Hibya)- Pusula Yat\u0131r\u0131m, yurt d\u0131\u015f\u0131 piyasalar g\u00fcnl\u00fck b\u00fclteninde k\u00fcresel piyasalarda tahvil piyasas\u0131na y\u00f6nelik m\u00fcdahale, ABD Merkez Bankas\u0131 (Fed) toplant\u0131 tutanaklar\u0131 ve Orta Do\u011fu&#8217;daki geli\u015fmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":135455,"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-135454","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\/135454","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=135454"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/135454\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/135455"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=135454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=135454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=135454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}