{"id":142311,"date":"2026-09-02T08:45:20","date_gmt":"2026-09-02T05:45:20","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/02\/jeopolitik-gerilim-ve-faiz-beklentileri-piyasalarin-rotasini-belirliyor"},"modified":"2026-09-02T08:45:20","modified_gmt":"2026-09-02T05:45:20","slug":"jeopolitik-gerilim-ve-faiz-beklentileri-piyasalarin-rotasini-belirliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/02\/jeopolitik-gerilim-ve-faiz-beklentileri-piyasalarin-rotasini-belirliyor\/","title":{"rendered":"Jeopolitik gerilim ve faiz beklentileri piyasalar\u0131n rotas\u0131n\u0131 belirliyor"},"content":{"rendered":"<p class=\"MsoNormal\">Analizde, \u00e7at\u0131\u015fmalar\u0131n b\u00f6lgeye yay\u0131lma riskinin artt\u0131\u011f\u0131na dikkat \u00e7ekildi. Son \u00e7at\u0131\u015fmalarda Kuveyt hava savunma sistemlerinin \u0130ran balistik f\u00fczeleri ve insans\u0131z hava ara\u00e7lar\u0131yla m\u00fccadeleye girdi\u011fi belirtilirken, ABD Merkez Komutanl\u0131\u011f\u0131n\u0131n 1 Eyl\u00fcl\u2019de \u0130ran\u2019daki \u0130slam Devrim Muhaf\u0131zlar\u0131 Ordusuna ait hava savunma, radar, deniz ve may\u0131n d\u00f6\u015feme tesislerine y\u00f6nelik sald\u0131r\u0131 d\u00fczenledi\u011fini do\u011frulad\u0131\u011f\u0131 aktar\u0131ld\u0131. Sald\u0131r\u0131n\u0131n, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki gemilere ve b\u00f6lgedeki ABD personeline y\u00f6nelik sald\u0131r\u0131 giri\u015fimlerine kar\u015f\u0131l\u0131k olarak ger\u00e7ekle\u015ftirildi\u011fi belirtildi.<\/p>\n<p class=\"MsoNormal\">ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran konusunda yapt\u0131\u011f\u0131 de\u011ferlendirmelerin de analizde \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. Trump\u2019\u0131n, \u0130ran\u2019\u0131 m\u00fczakerelere zorlamaya \u00e7al\u0131\u015fmad\u0131\u011f\u0131n\u0131 ve mevcut bask\u0131 kampanyas\u0131n\u0131 \u0130ran ekonomisinin \u00e7\u00f6k\u00fc\u015fte oldu\u011fu gerek\u00e7esiyle Washington a\u00e7\u0131s\u0131ndan avantajl\u0131 olarak de\u011ferlendirdi\u011fi aktar\u0131ld\u0131. Bu a\u00e7\u0131klamalar\u0131n, ABD y\u00f6netiminin Tahran \u00fczerindeki askeri ve ekonomik bask\u0131y\u0131 s\u00fcrd\u00fcr\u00fcrken m\u00fczakereler konusunda aciliyet g\u00f6rmedi\u011fine i\u015faret etti\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Japonya\u2019da ise Japonya Merkez Bankas\u0131n\u0131n para politikas\u0131na ili\u015fkin \u015fahin mesajlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Ba\u015fkan Ueda\u2019n\u0131n, para politikas\u0131 ko\u015fullar\u0131n\u0131n h\u00e2l\u00e2 gev\u015fek oldu\u011funu de\u011ferlendirerek faiz art\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclmesine y\u00f6nelik iste\u011fini dile getirdi\u011fi aktar\u0131ld\u0131. Bununla birlikte, daha \u00f6nce ger\u00e7ekle\u015ftirilen be\u015f faiz art\u0131r\u0131m\u0131n\u0131n k\u00fcm\u00fclatif etkisinin dikkatli \u015fekilde de\u011ferlendirilmesi gerekti\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Japonya Maliye Bakan\u0131 Katayama\u2019n\u0131n, Japon devlet tahvili getirilerindeki y\u00fckseli\u015fin ard\u0131ndan bor\u00e7 piyasalar\u0131n\u0131n b\u00fcy\u00fck bir aciliyet duygusuyla izlendi\u011fini belirtti\u011fi aktar\u0131ld\u0131. Japonya Merkez Bankas\u0131 Y\u00f6netim Kurulu \u00dcyesi Takata\u2019n\u0131n ise y\u00fckselen yurt d\u0131\u015f\u0131 faiz oranlar\u0131n\u0131n Japonya\u2019n\u0131n n\u00f6tr faiz oran\u0131n\u0131 mevcut piyasa beklentilerinin \u00fczerine \u00e7\u0131karabilece\u011fi konusunda uyar\u0131da bulundu\u011fu belirtildi. Enerji fiyatlar\u0131n\u0131n enflasyonun hedefin \u00fczerine \u00e7\u0131kmas\u0131 a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011fu kaydedildi.<\/p>\n<p class=\"MsoNormal\">Japon hisse senedi piyasas\u0131nda ise sat\u0131\u015f bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131 bildirildi. ABD ile \u0130ran aras\u0131ndaki yeniden alevlenen \u00e7at\u0131\u015fmalar\u0131n petrol fiyatlar\u0131n\u0131 y\u00fckseltmesi ve tahvil getirilerinin son y\u0131llar\u0131n en y\u00fcksek seviyelerine \u00e7\u0131kmas\u0131n\u0131n Japon borsas\u0131nda sert sat\u0131\u015flara neden oldu\u011fu belirtildi. Nikkei endeksinin yakla\u015f\u0131k y\u00fczde 3 d\u00fc\u015f\u00fc\u015fle 64.250 seviyelerine geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Avustralya ekonomisine ili\u015fkin verilerin ise beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi kaydedildi. Avustralya\u2019n\u0131n gayrisafi yurt i\u00e7i has\u0131las\u0131n\u0131n (GSY\u0130H) y\u0131l\u0131n ikinci \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,4 artt\u0131\u011f\u0131, piyasa beklentisinin ise y\u00fczde 0,3 oldu\u011fu belirtildi. Y\u0131ll\u0131k b\u00fcy\u00fcmenin de y\u00fczde 2,1 ile y\u00fczde 1,8\u2019lik beklentinin \u00fczerinde ger\u00e7ekle\u015fti\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Verilerin ard\u0131ndan piyasalarda Avustralya Merkez Bankas\u0131n\u0131n eyl\u00fcl ay\u0131nda faiz art\u0131raca\u011f\u0131na ili\u015fkin beklentilerin y\u00fckseldi\u011fi bildirildi. Eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fczde 48\u2019den y\u00fczde 57\u2019ye \u00e7\u0131kt\u0131\u011f\u0131, kas\u0131m ay\u0131nda faiz art\u0131r\u0131m\u0131 ihtimalinin de y\u00fcksek seviyelerde fiyatland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Yeni Zelanda Merkez Bankas\u0131n\u0131n ise Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalara ba\u011fl\u0131 olarak y\u00fckselen yak\u0131t fiyatlar\u0131n\u0131n enflasyon \u00fczerindeki etkisi nedeniyle politika faizini 25 baz puan art\u0131rarak y\u00fczde 2,75\u2019e y\u00fckseltti\u011fi belirtildi. Bankan\u0131n, enflasyonun 2027 y\u0131l\u0131n\u0131n ortalar\u0131nda hedef aral\u0131\u011f\u0131na geri d\u00f6nece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 2 Eyl\u00fcl (Hibya)- \u0130kon Menkul, yurt d\u0131\u015f\u0131 sabah analizinde ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n ate\u015fkes belirtisi g\u00f6stermeden devam etmesiyle petrol fiyatlar\u0131n\u0131n yakla\u015f\u0131k alt\u0131 haftan\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti. Analizde, jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra merkez bankalar\u0131n\u0131n faiz politikalar\u0131na ili\u015fkin beklentilerin k\u00fcresel piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili oldu\u011fu ifade edildi.<\/p>\n","protected":false},"author":1,"featured_media":142312,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-142311","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/142311","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=142311"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/142311\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/142312"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=142311"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=142311"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=142311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}