{"id":138948,"date":"2026-08-26T16:30:15","date_gmt":"2026-08-26T13:30:15","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/26\/ons-altinda-gozler-jackson-holeda"},"modified":"2026-08-26T16:30:15","modified_gmt":"2026-08-26T13:30:15","slug":"ons-altinda-gozler-jackson-holeda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/26\/ons-altinda-gozler-jackson-holeda\/","title":{"rendered":"Ons alt\u0131nda g\u00f6zler Jackson Hole\u2019da"},"content":{"rendered":"<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck alt\u0131n analizine g\u00f6re, ons alt\u0131n \u00fc\u00e7 ay\u0131n \u00fczerindeki zirve seviyelerinin ard\u0131ndan sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131.<\/p>\n<p>ABD\u2019de a\u00e7\u0131klanan PCE enflasyon verisi sonras\u0131nda 4.610 dolar b\u00f6lgesine kadar gerileyen ons alt\u0131nda, son g\u00fcnlerdeki h\u0131zl\u0131 y\u00fckseli\u015fin ard\u0131ndan s\u0131n\u0131rl\u0131 sat\u0131\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n<p>ABD\u2019de Temmuz ay\u0131na ili\u015fkin PCE enflasyonu saat 15.30\u2019da a\u00e7\u0131kland\u0131. Man\u015fet PCE ayl\u0131k bazda y\u00fczde 0,2 artarken, y\u0131ll\u0131k bazda y\u00fczde 3,7 seviyesinde kald\u0131.<\/p>\n<p>Fed\u2019in en yak\u0131ndan takip etti\u011fi g\u00f6stergelerden biri olan \u00e7ekirdek PCE ise ayl\u0131k bazda y\u00fczde 0,2, y\u0131ll\u0131k bazda y\u00fczde 3,3 olarak ger\u00e7ekle\u015fti. Her iki veri de piyasa beklentileriyle paralel geldi.<\/p>\n<p>A\u00e7\u0131klanan di\u011fer verilere g\u00f6re ki\u015fisel gelirler y\u00fczde 0,4, t\u00fcketici harcamalar\u0131 ise y\u00fczde 0,2 artt\u0131.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m de\u011ferlendirmesinde, a\u00e7\u0131klanan verilerin enflasyon taraf\u0131nda yeni bir yukar\u0131 y\u00f6nl\u00fc s\u00fcrpriz olu\u015fturmad\u0131\u011f\u0131, ancak y\u0131ll\u0131k enflasyon oranlar\u0131n\u0131n y\u00fcksek seviyesini korumas\u0131 nedeniyle Fed a\u00e7\u0131s\u0131ndan g\u00fc\u00e7l\u00fc bir rahatlama sinyali de vermedi\u011fi belirtildi.<\/p>\n<p>PCE verilerinin ard\u0131ndan dolar endeksi ile ABD 10 y\u0131ll\u0131k tahvil faizlerinde yukar\u0131 y\u00f6nl\u00fc tepki izlendi. Dolar ve tahvil faizlerindeki y\u00fckseli\u015fin, de\u011ferli metal \u00fczerinde s\u0131n\u0131rl\u0131 sat\u0131\u015f bask\u0131s\u0131 olu\u015fturdu\u011fu de\u011ferlendirildi.<\/p>\n<p>Ons alt\u0131nda son haftalarda ya\u015fanan h\u0131zl\u0131 y\u00fckseli\u015fin ard\u0131ndan gelen geri \u00e7ekilmede, yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r realizasyonlar\u0131n\u0131n da etkili oldu\u011fu g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>Petrol fiyatlar\u0131ndaki gerilemenin ise bug\u00fcn alt\u0131n a\u00e7\u0131s\u0131ndan destekleyici bir zemin olu\u015fturdu\u011fu belirtildi. Brent petrol 85-86 dolar band\u0131na gerilerken, \u0130ran ve Umman aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n y\u00f6netimine y\u00f6nelik g\u00f6r\u00fc\u015fmelerin ilerledi\u011fi aktar\u0131l\u0131yor.<\/p>\n<p>\u0130ran Devrim Muhaf\u0131zlar\u0131 s\u00f6zc\u00fcs\u00fc, \u0130ran ile Umman\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki paylar ve gelirler konusunda anla\u015fmaya vard\u0131\u011f\u0131n\u0131 a\u00e7\u0131klarken, ABD\u2019nin m\u00fczakereleri geciktirdi\u011fini de ifade etti.<\/p>\n<p>Petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn enerji kaynakl\u0131 enflasyon bask\u0131lar\u0131 a\u00e7\u0131s\u0131ndan da yak\u0131ndan izlendi\u011fi belirtiliyor.<\/p>\n<p>PCE verisinin ard\u0131ndan piyasalar\u0131n bir sonraki \u00f6nemli g\u00fcndem maddesinin Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n cuma g\u00fcn\u00fc Jackson Hole\u2019da yapaca\u011f\u0131 konu\u015fma olaca\u011f\u0131 belirtildi.<\/p>\n<p>Enflasyonun hala Fed\u2019in y\u00fczde 2\u2019lik hedefinin \u00fczerinde seyretmesi nedeniyle Warsh\u2019\u0131n faiz patikas\u0131na ili\u015fkin verece\u011fi mesajlar\u0131n \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Ahlatc\u0131 Yat\u0131r\u0131m\u2019a g\u00f6re, son haftalarda g\u00fc\u00e7l\u00fc y\u00fckseli\u015f kaydeden ons alt\u0131nda hareketin devam edip etmeyece\u011fi a\u00e7\u0131s\u0131ndan Fed\u2019in faiz politikas\u0131na ili\u015fkin mesajlar\u0131 belirleyici olabilir.<\/p>\n<p>Ons alt\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 4.580 dolar ilk destek olarak takip edilirken, bu seviyenin alt\u0131nda 4.426 ve 4.342 dolar b\u00f6lgeleri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p>Yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 4.668 dolar ilk diren\u00e7 konumunda bulunuyor. Bu seviyenin a\u015f\u0131lmas\u0131 halinde 4.762 ve 4.854 dolar seviyeleri takip edilecek.<\/p>\n<p>Destek: 4.580 \/ 4.426 \/ 4.342 dolar<br \/>Diren\u00e7: 4.668 \/ 4.762 \/ 4.854 dolar<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 26 A\u011fustos (Hibya) &#8211; Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck alt\u0131n analizine g\u00f6re, ons alt\u0131n \u00fc\u00e7 ay\u0131n \u00fczerindeki zirve seviyelerinin ard\u0131ndan sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131.<\/p>\n","protected":false},"author":1,"featured_media":138949,"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-138948","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\/138948","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=138948"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138948\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/138949"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=138948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=138948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=138948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}