Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcn\u00fcn Pusulas\u0131\u2019nda, ABD Hazine Bakanl\u0131\u011f\u0131\u2019n\u0131n \u0130ran\u2019a y\u00f6nelik finansal ve ticari ili\u015fkileri hedef alan \u201ce\u015f benzeri g\u00f6r\u00fclmemi\u015f\u201d yapt\u0131r\u0131m paketini resmen a\u00e7\u0131klamas\u0131n\u0131n Washington-Tahran hatt\u0131ndaki jeopolitik gerilimi t\u0131rmand\u0131rd\u0131\u011f\u0131 belirtildi. ABD-Kanada aras\u0131nda otomotiv ve \u00e7elik \u00fcr\u00fcnlerine y\u00fczde 50 g\u00fcmr\u00fck vergisi karar\u0131yla b\u00fcy\u00fcyen ticaret sava\u015flar\u0131, \u00c7in \u00fcr\u00fcnlerine getirilmesi planlanan y\u00fczde 7,5 ek tarifeler ve \u0130ran\u2019\u0131n Avrupa\u2019daki ABD hedeflerine y\u00f6nelik f\u00fcze tehditlerinin emtia taraf\u0131nda oynakl\u0131\u011f\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
\u0130\u00e7 piyasalarda TCMB\u2019nin faiz normalle\u015fmesine ili\u015fkin ilk ad\u0131mlar\u0131n\u0131n ard\u0131ndan \u201cbeklentiler sat\u0131n al\u0131n\u0131r, ger\u00e7ekle\u015fmeler sat\u0131l\u0131r\u201d mekanizmas\u0131n\u0131n \u00e7al\u0131\u015fmas\u0131yla g\u00f6zlerin tamamen makro verilere \u00e7evrildi\u011fi ifade edildi. Goldman Sachs\u2019\u0131n 12 ayl\u0131k USD\/TRY tahminini 59 seviyesine revize etmesi ve reel sekt\u00f6r\u00fcn net d\u00f6viz pozisyonu a\u00e7\u0131\u011f\u0131n\u0131n 205,7 milyar dolara y\u00fckselmesinin makro riskleri canl\u0131 tuttu\u011fu, ING\u2019nin TCMB\u2019nin likidite hamlesini olumlu de\u011ferlendirmesinin ise piyasay\u0131 destekledi\u011fi belirtildi. CDS priminin 218,5 seviyesine dengelendi\u011fi yeni g\u00fcnde, i\u00e7 piyasada g\u00f6zlerin A\u011fustos ay\u0131 enflasyonu ve TCMB PPK toplant\u0131s\u0131 \u00f6ncesindeki makro dengelenme s\u00fcrecine odakland\u0131\u011f\u0131 kaydedildi.<\/p>\n
Sekt\u00f6rel haber ak\u0131\u015flar\u0131n\u0131n BIST hisseleri \u00fczerinde ayr\u0131\u015fmalara yol a\u00e7t\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, \u00c7in\u2019in \u00e7elik \u00fcretiminin y\u00fczde 3,6 gerilerken T\u00fcrkiye\u2019nin Temmuz ay\u0131nda \u00fcretimini y\u00fczde 7 art\u0131\u015fla 3,4 milyon tona \u00e7\u0131karmas\u0131n\u0131n KCAER, EREGL, ISDMR ve KRDMD ba\u015fta olmak \u00fczere demir-\u00e7elik \u00fcreticileri i\u00e7in olumlu olaca\u011f\u0131 de\u011ferlendirildi. Vietnam harici en \u00e7ok b\u00fcy\u00fcyen \u00fclkenin T\u00fcrkiye oldu\u011fu hat\u0131rlat\u0131ld\u0131.<\/p>\n
Tohum ihracat\u0131nda ilk 5 \u00fclke aras\u0131na girme hedefinin HEKTS i\u00e7in olumlu de\u011ferlendirildi\u011fi aktar\u0131ld\u0131. Karadeniz-M\u0131s\u0131r hatt\u0131nda gemi ticaretinin durmas\u0131 ve 20 milyar dolarl\u0131k potansiyel ekonomik kay\u0131p uyar\u0131s\u0131n\u0131n deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 taraf\u0131nda risk olu\u015fturdu\u011fu, burada \u00f6zellikle kendini iyi konumland\u0131ran AKHAN\u2019\u0131n pozitif ayr\u0131\u015fabilece\u011fi ifade edildi.<\/p>\n
Emtia piyasas\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda 45 tankere el koyma ve ceza tehditlerinin arz endi\u015felerini korudu\u011fu, de\u011ferli metaller ve enerji fiyatlar\u0131nda kar\u0131\u015f\u0131k seyrin devam etti\u011fi belirtildi.<\/p>\n
BIST 100 endeksi i\u00e7in yeni g\u00fcnde teknik seviyelerin kritik \u00f6nemini korudu\u011fu kaydedilen de\u011ferlendirmede, olas\u0131 bask\u0131n\u0131n devam\u0131nda 14.252 seviyesinin ana destek, yukar\u0131 y\u00f6nl\u00fc tepki al\u0131mlar\u0131nda ise 14.549 seviyesinin diren\u00e7 konumunu s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi. A\u011fustos ay\u0131 makro \u00e7er\u00e7evesi ve bu s\u00fcre\u00e7ten k\u0131smen yararlanacak \u015firketlere y\u00f6nelik i\u015ftah\u0131n g\u00fcn i\u00e7erisinde ve hafta boyunca \u00f6n plana ge\u00e7ebilece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 25 A\u011fustos (Hibya) \u2013 Pusula Yat\u0131r\u0131m, ABD Hazine Bakanl\u0131\u011f\u0131\u2019n\u0131n \u0130ran\u2019a y\u00f6nelik finansal ve ticari ili\u015fkileri hedef alan yapt\u0131r\u0131m paketini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan k\u00fcresel piyasalarda \u201cbeklentiler sat\u0131l\u0131r, ger\u00e7ekle\u015fmeler al\u0131n\u0131r\u201d fiyatlamas\u0131yla s\u0131n\u0131rl\u0131 al\u0131c\u0131l\u0131 bir seyir izlendi\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":137855,"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-137854","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\/137854","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=137854"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/137854\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/137855"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=137854"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=137854"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=137854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"