Ikon Menkul De\u011ferler\u2019in\u00a0Yurt D\u0131\u015f\u0131 Sabah B\u00fclteninde, k\u00fcresel piyasalarda haftan\u0131n \u00f6ne \u00e7\u0131kan geli\u015fmeleri de\u011ferlendirildi.<\/p>\n
B\u00fcltenin ana g\u00fcndemini ons alt\u0131ndaki y\u00fckseli\u015f, ABD\u2019nin mali g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015feler, tahvil piyasas\u0131ndaki geli\u015fmeler, enerji fiyatlar\u0131 ve k\u00fcresel ticarette ya\u015fanan gerilimler olu\u015fturdu.<\/p>\n
Ikon Menkul\u2019\u00fcn de\u011ferlendirmesinde, yeni haftaya 4.500 dolar\u0131n \u00fczerinde g\u00fc\u00e7l\u00fc ba\u015flayan ons alt\u0131n, 85 dolar \u00fczerinde tutunmaya \u00e7al\u0131\u015fan ham petrol, 1,1685 seviyesine yakla\u015fan EUR\/USD, 158,50-160,00 band\u0131nda y\u00f6n arayan USD\/JPY ve \u00f6nceki hafta y\u00fczde 2,58 de\u011fer kaybederek 29.300 deste\u011fini test eden Nasdaq \u00f6ne \u00e7\u0131kan teknik g\u00f6stergeler aras\u0131nda yer ald\u0131.<\/p>\n
B\u00fcltende, ABD\u2019nin mali g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin artan kayg\u0131lar ve dolar endeksinin haftay\u0131 yakla\u015f\u0131k y\u00fczde 0,8 d\u00fc\u015f\u00fc\u015fle tamamlamas\u0131n\u0131n de\u011ferli metalleri destekledi\u011fi belirtildi.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki sevkiyat aksamalar\u0131n\u0131n ise enerji fiyatlar\u0131nda risk primini art\u0131rd\u0131\u011f\u0131 ifade edildi. Haftal\u0131k bazda platin, g\u00fcm\u00fc\u015f, alt\u0131n ve Brent petrol\u00fcn y\u00fckseldi\u011fine dikkat \u00e7ekilirken, zay\u0131f \u00c7in verilerinin bak\u0131r ba\u015fta olmak \u00fczere baz\u0131 baz metallerde talep endi\u015felerinin devam etmesine neden oldu\u011fu kaydedildi.<\/p>\n
ABD Hazine Bakan\u0131 Scott Bessent\u2019in \u0130ran\u2019a y\u00f6nelik \u201ctarihin en sert yapt\u0131r\u0131mlar\u0131\u201d olarak nitelendirilen yeni paketin ayr\u0131nt\u0131lar\u0131n\u0131 a\u00e7\u0131klamaya haz\u0131rland\u0131\u011f\u0131 belirtilen b\u00fcltende, yapt\u0131r\u0131mlar\u0131n \u0130ran\u2019\u0131n ticaret ortaklar\u0131n\u0131 ve \u00f6zellikle petrol gelirlerini hedeflemesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u0130ran Ulusal G\u00fcvenlik Konseyi Sekreteri Mohsen Rezaei\u2019nin ise ekonomik bask\u0131n\u0131n devam etmesi halinde H\u00fcrm\u00fcz Bo\u011faz\u0131 dahil Basra K\u00f6rfezi\u2019nden petrol ihracat\u0131na izin verilmeyece\u011fi y\u00f6n\u00fcnde tehditte bulundu\u011fu belirtildi.<\/p>\n
Yeni Zelanda\u2019da perakende sat\u0131\u015f hacminin y\u0131l\u0131n ikinci \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,5 geriledi\u011fi belirtildi. Piyasa beklentisi y\u00fczde 0,1 art\u0131\u015f y\u00f6n\u00fcndeydi.<\/p>\n
Y\u0131ll\u0131k art\u0131\u015f\u0131n da y\u00fczde 4,5\u2019ten y\u00fczde 3,3\u2019e yava\u015flad\u0131\u011f\u0131 ifade edilirken, verilerin t\u00fcketici harcamalar\u0131nda beklenenden daha belirgin bir so\u011fumaya i\u015faret etti\u011fi de\u011ferlendirildi. \u0130\u00e7 talepteki zay\u0131fl\u0131\u011f\u0131n, Yeni Zelanda Merkez Bankas\u0131\u2019n\u0131n para politikas\u0131nda daha temkinli kalabilece\u011fi beklentilerini destekleyebilece\u011fi kaydedildi.<\/p>\n
B\u00fcltende Kanada ile ABD aras\u0131ndaki ticaret g\u00f6r\u00fc\u015fmelerine de yer verildi. Kanada Ba\u015fbakan\u0131 Mark Carney\u2019nin, ABD\u2019nin son ticaret m\u00fczakerelerinde \u201cadil olmayan ve ekonomik a\u00e7\u0131dan uygulanabilir olmayan\u201d \u015fartlar sundu\u011funu belirterek g\u00f6r\u00fc\u015fmeleri ask\u0131ya ald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Kanada\u2019n\u0131n Washington taraf\u0131ndan uygulanacak yeni tarifelere kar\u015f\u0131l\u0131k verece\u011fi ve kar\u015f\u0131 \u00f6nlemlerin \u00e7elik, s\u00fct \u00fcr\u00fcnleri, beyaz e\u015fya, tar\u0131m ekipmanlar\u0131, k\u00e2\u011f\u0131t ve elektronik gibi sekt\u00f6rlere yo\u011funla\u015faca\u011f\u0131 belirtildi. S\u00f6z konusu \u00f6nlemlerin 8 Eyl\u00fcl\u2019de y\u00fcr\u00fcrl\u00fc\u011fe girmesinin planland\u0131\u011f\u0131 kaydedildi.<\/p>\n
ABD\u2019nin toplam kamu borcunun ilk kez 40 trilyon dolar\u0131n \u00fczerine \u00e7\u0131karak 40,047 trilyon dolara ula\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
B\u00fcltende, ABD\u2019nin bor\u00e7 stokunun be\u015f y\u0131ldan k\u0131sa bir s\u00fcrede yakla\u015f\u0131k 10 trilyon dolar artt\u0131\u011f\u0131na dikkat \u00e7ekildi. H\u0131zl\u0131 bor\u00e7lanma temposu ve y\u00fckselen faiz giderlerinin, ABD\u2019nin uzun vadeli mali s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin endi\u015feleri yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Hindistan\u2019\u0131n alt\u0131n ithalat\u0131n\u0131n temmuz ay\u0131nda 4,16 milyar dolara y\u00fckseldi\u011fi, haziran ay\u0131nda bu rakam\u0131n 1,97 milyar dolar oldu\u011fu belirtildi.<\/p>\n
\u0130thalat hacminin de yakla\u015f\u0131k 20 tondan 40-45 tona \u00e7\u0131kt\u0131\u011f\u0131n\u0131n tahmin edildi\u011fi aktar\u0131ld\u0131. D\u00fcnya Alt\u0131n Konseyi\u2019nin de\u011ferlendirmelerine g\u00f6re daha d\u00fc\u015f\u00fck ve dengeli fiyatlar m\u00fccevher talebini yeniden canland\u0131r\u0131rken, perakendecilerin festival sezonu \u00f6ncesinde stoklar\u0131n\u0131 yenilemeye ba\u015flamas\u0131 fiziki alt\u0131n talebinde toparlanmaya i\u015faret ediyor.<\/p>\n
B\u00fcltende Goldman Sachs\u2019\u0131n alt\u0131n fiyatlar\u0131na ili\u015fkin de\u011ferlendirmesine de yer verildi. Buna g\u00f6re y\u00fckseli\u015f y\u00f6nl\u00fc alt\u0131n opsiyonlar\u0131na y\u00f6nelik talebin h\u0131zla artmas\u0131, Bat\u0131l\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ilgisinin yeniden g\u00fc\u00e7lenmesi ve merkez bankalar\u0131n\u0131n alt\u0131n al\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrmesi halinde ons alt\u0131n\u0131n bankan\u0131n 2026 sonu i\u00e7in 4.900 dolar seviyesindeki tahminini a\u015fabilece\u011fi belirtildi.<\/p>\n
\u00d6zellikle yo\u011fun call opsiyonu talebinin, alt\u0131n fiyat\u0131n\u0131n \u00f6nemli kullan\u0131m seviyelerine yakla\u015fmas\u0131yla piyasa yap\u0131c\u0131lar\u0131n\u0131 hedge amac\u0131yla alt\u0131n almaya y\u00f6nlendirebilece\u011fi ve bunun y\u00fckseli\u015fi mekanik olarak h\u0131zland\u0131rabilece\u011fi ifade edildi.<\/p>\n
Bununla birlikte, Fed\u2019e y\u00f6nelik faiz art\u0131\u015f\u0131 beklentilerinin yeniden g\u00fc\u00e7lenmesinin ayn\u0131 mekanizmay\u0131 tersine \u00e7evirebilece\u011fi ve alt\u0131n fiyat\u0131nda daha sert d\u00fczeltmelere yol a\u00e7abilece\u011fi uyar\u0131s\u0131 yap\u0131ld\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n y\u00fckselen tahvil faizleri ve Hazine Bakan\u0131 Scott Bessent\u2019in geri al\u0131m hamleleri hakk\u0131nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar da b\u00fcltende de\u011ferlendirildi.<\/p>\n
Trump, gerekmesi halinde \u201cnihai m\u00fcdahalenin ordu\u201d oldu\u011funu s\u00f6yledi. Ancak a\u00e7\u0131klamada, bu m\u00fcdahalenin tahvil piyasas\u0131nda nas\u0131l uygulanabilece\u011fine ili\u015fkin somut bir mekanizma ortaya konulmad\u0131\u011f\u0131 belirtildi.<\/p>\n
Ikon Menkul, k\u00fcresel piyasalarda \u00f6zellikle ABD\u2019nin mali g\u00f6r\u00fcn\u00fcm\u00fc, tahvil faizleri, dolar\u0131n seyri, alt\u0131n ve enerji fiyatlar\u0131 ile jeopolitik geli\u015fmelerin yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde olmaya devam etti\u011fine dikkat \u00e7ekti.<\/p>\n
Ikon Menkul\u2019\u00fcn b\u00fcltende yer alan 2026 y\u0131l\u0131 ikinci \u00e7eyrek m\u00fc\u015fteri verilerine g\u00f6re kar eden m\u00fc\u015fteri oran\u0131 y\u00fczde 38, zarar eden m\u00fc\u015fteri oran\u0131 ise y\u00fczde 62 olarak a\u00e7\u0131kland\u0131.\u00a0<\/p>\n
<\/strong> \u0130stanbul, 24 A\u011fustos (Hibya) \u2013 Ikon Menkul De\u011ferler\u2019in\u00a0Yurt D\u0131\u015f\u0131 Sabah B\u00fclteninde, k\u00fcresel piyasalarda haftan\u0131n \u00f6ne \u00e7\u0131kan geli\u015fmeleri de\u011ferlendirildi.<\/p>\n","protected":false},"author":1,"featured_media":137219,"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-137218","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\/137218","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=137218"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/137218\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/137219"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=137218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=137218"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=137218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"