Gedik Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n ABD ile \u0130ran aras\u0131nda yeniden t\u0131rmanan \u00e7at\u0131\u015fmalar\u0131n enerji arz\u0131na y\u00f6nelik endi\u015feleri art\u0131rmas\u0131 ve k\u00fcresel tahvil faizlerindeki y\u00fckseli\u015fin h\u0131zlanmas\u0131yla belirgin \u015fekilde zay\u0131flad\u0131\u011f\u0131 ifade edildi. Brent petrol\u00fcn 95 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131, dizel ve Avrupa do\u011fal gaz fiyatlar\u0131n\u0131n da y\u00fckselmesinin enflasyon bask\u0131lar\u0131n\u0131n yeniden g\u00fc\u00e7lenebilece\u011fi beklentisini art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Piyasalar\u0131n, ba\u015fta ABD Merkez Bankas\u0131 (Fed) olmak \u00fczere b\u00fcy\u00fck merkez bankalar\u0131n\u0131n para politikas\u0131n\u0131 daha da s\u0131k\u0131la\u015ft\u0131rabilece\u011fi senaryosunu fiyatlad\u0131\u011f\u0131 belirtildi.<\/p>\n
ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,81 ile 2023 sonlar\u0131ndan bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131, k\u00fcresel tahvil faizlerinin ise 2008\u2019den bu yana g\u00f6r\u00fclmeyen seviyelere y\u00fckseldi\u011fi kaydedildi. S\u00f6z konusu y\u00fckseli\u015fin \u00f6zellikle teknoloji gibi y\u00fcksek de\u011ferlemeye sahip sekt\u00f6rler \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi. Fed\u2019in eyl\u00fcl ay\u0131nda faiz art\u0131raca\u011f\u0131na y\u00f6nelik beklentilerin yakla\u015f\u0131k y\u00fczde 70\u2019e \u00e7\u0131kmas\u0131n\u0131n da hisse senetlerindeki sat\u0131\u015flar\u0131 destekledi\u011fi, MSCI Asya Pasifik Endeksi\u2019nin y\u00fczde 2 gerileyerek bir haftan\u0131n en d\u00fc\u015f\u00fck seviyesine indi\u011fi ve k\u00fcresel hisse endekslerinin yakla\u015f\u0131k bir ay\u0131n en zay\u0131f seviyelerine \u00e7ekildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Faizlerdeki y\u00fckseli\u015fin de\u011ferli metalleri de olumsuz etkiledi\u011fi belirtilen de\u011ferlendirmede, alt\u0131n\u0131n son \u00fc\u00e7 i\u015flem g\u00fcn\u00fcndeki yakla\u015f\u0131k y\u00fczde 6\u2019l\u0131k kayb\u0131n\u0131n ard\u0131ndan y\u00fczde 0,7 daha gerileyerek 4.300 dolar\u0131n alt\u0131na indi\u011fi bildirildi. \u015eirketler taraf\u0131nda ise genel negatif havaya ra\u011fmen Dell\u2019in, g\u00fc\u00e7l\u00fc yapay zeka sunucusu talebinin deste\u011fiyle y\u0131ll\u0131k sat\u0131\u015f beklentisini y\u00fckseltmesinin ard\u0131ndan seans sonras\u0131 i\u015flemlerde y\u00fczde 8 de\u011fer kazand\u0131\u011f\u0131 aktar\u0131ld\u0131. Nvidia\u2019n\u0131n yapay zeka giri\u015fimi Hugging Face\u2019i yakla\u015f\u0131k 14 milyar dolara sat\u0131n almak \u00fczere ileri g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fcne ili\u015fkin haberlerin de teknoloji taraf\u0131nda \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Genel g\u00f6r\u00fcn\u00fcmde petrol fiyatlar\u0131 ile tahvil faizlerinin ayn\u0131 anda y\u00fckselmesinin enflasyon ve faiz art\u0131\u015f\u0131 endi\u015felerini besledi\u011fi, bunun da k\u0131sa vadede k\u00fcresel riskli varl\u0131klar \u00fczerindeki bask\u0131n\u0131n ana kayna\u011f\u0131 olmaya devam etti\u011fi kaydedildi.<\/p>\n
Avrupa piyasalar\u0131n\u0131n \u00e7ar\u015famba g\u00fcn\u00fcne negatif ba\u015flamas\u0131n\u0131n beklendi\u011fi belirtilirken, Orta Do\u011fu\u2019da yeniden artan \u00e7at\u0131\u015fmalar\u0131n petrol fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131mas\u0131 ve bunun enflasyon bask\u0131lar\u0131n\u0131 g\u00fc\u00e7lendirmesinin risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131 aktar\u0131ld\u0131. K\u00fcresel tahvil faizlerindeki y\u00fckseli\u015f ve mali g\u00f6r\u00fcn\u00fcmle ilgili endi\u015felerin de \u00f6nemli merkez bankalar\u0131n\u0131n daha s\u0131k\u0131 para politikas\u0131na y\u00f6nelebilece\u011fi beklentisini destekledi\u011fi ifade edildi. Piyasalarda Avrupa Merkez Bankas\u0131\u2019n\u0131n gelecek haftaki toplant\u0131s\u0131nda faiz art\u0131raca\u011f\u0131 senaryosunun \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
G\u00fcn i\u00e7inde Fransa b\u00fct\u00e7e dengesi, \u0130spanya i\u015fsizlik de\u011fi\u015fimi ve \u0130talya \u00dcretici Fiyat Endeksi (\u00dcFE) verilerinin takip edilece\u011fi, \u00f6nemli bir bilan\u00e7o a\u00e7\u0131klamas\u0131n\u0131n bulunmad\u0131\u011f\u0131 g\u00fcnde vadeli i\u015flemlerde Euro Stoxx 50 ve Stoxx 600\u2019\u00fcn yakla\u015f\u0131k y\u00fczde 0,4 gerileyerek Avrupa borsalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc g\u00fcne ta\u015f\u0131nabilece\u011fine i\u015faret etti\u011fi aktar\u0131ld\u0131.<\/p>\n
T\u00fcrkiye taraf\u0131nda kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n hafif y\u00fckseli\u015f e\u011filiminin devam etti\u011fi bildirildi. Yurt i\u00e7inde \u0130stanbul Sanayi Odas\u0131 (\u0130SO) T\u00fcrkiye \u0130malat Sat\u0131nalma Y\u00f6neticileri Endeksi\u2019nin (PMI) a\u011fustos ay\u0131nda 48,10 ile son \u00fc\u00e7 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131na ra\u011fmen 50 referans seviyesinin alt\u0131nda kalarak zay\u0131f g\u00f6r\u00fcn\u00fcme i\u015faret etti\u011fi ifade edildi. Di\u011fer taraftan \u0130stanbul Ticaret Odas\u0131 (\u0130TO) \u0130stanbul T\u00fcketici Fiyat Endeksi\u2019nin (T\u00dcFE) a\u011fustos ay\u0131nda ayl\u0131k y\u00fczde 1,66, y\u0131ll\u0131k y\u00fczde 34,96 artt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Orta Do\u011fu\u2019da artan tansiyonun petrol fiyatlar\u0131n\u0131 y\u00fckseltti\u011fi, Fed\u2019den eyl\u00fcl ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 beklentilerinin ise dolar endeksini destekledi\u011fi belirtildi. Bu s\u00fcre\u00e7te ABD 10 y\u0131ll\u0131k tahvil faizinin de y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Sterlinin, y\u00fckselen petrol fiyatlar\u0131n\u0131n riskten ka\u00e7\u0131\u015f\u0131 art\u0131rmas\u0131 ve g\u00fc\u00e7l\u00fc dolar\u0131n bask\u0131s\u0131yla 1,35 dolar seviyesine gerileyerek 19 A\u011fustos\u2019tan bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc\u011f\u00fc bildirildi. \u0130ngiltere\u2019de ma\u011faza fiyat enflasyonunun iki y\u0131l\u0131n zirvesine \u00e7\u0131kmas\u0131n\u0131n, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) y\u0131l sonuna kadar yakla\u015f\u0131k 32 baz puanl\u0131k s\u0131k\u0131la\u015fmaya gidebilece\u011fi beklentisini destekledi\u011fi ifade edildi. Kas\u0131m ay\u0131nda faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 70 seviyesinde fiyatland\u0131\u011f\u0131 aktar\u0131ld\u0131. Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n enflasyon konusunda s\u0131k\u0131 mesajlar\u0131n\u0131 s\u00fcrd\u00fcrmesinin de dolar talebini g\u00fc\u00e7lendirdi\u011fi, piyasalar\u0131n Fed\u2019in eyl\u00fclde faiz art\u0131rma ihtimalini y\u00fczde 66 olarak de\u011ferlendirdi\u011fi kaydedildi.<\/p>\n
Alt\u0131n\u0131n, k\u00fcresel tahvil faizleri ve petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin Fed\u2019in faiz art\u0131raca\u011f\u0131 beklentilerini g\u00fc\u00e7lendirmesiyle 4.300 dolar civar\u0131na gerileyerek \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc seansta de\u011fer kaybetti\u011fi ve \u00fc\u00e7 haftan\u0131n en d\u00fc\u015f\u00fck seviyesine indi\u011fi belirtildi. Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n enflasyonla m\u00fccadele mesajlar\u0131n\u0131n ard\u0131ndan piyasalarda eyl\u00fcl ay\u0131nda faiz art\u0131\u015f\u0131 ihtimalinin yakla\u015f\u0131k y\u00fczde 70\u2019e y\u00fckseldi\u011fi, ABD-\u0130ran geriliminin petrol fiyatlar\u0131n\u0131 art\u0131rmas\u0131n\u0131n da enflasyon endi\u015felerini destekledi\u011fi ifade edildi. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n, Fed\u2019in faiz patikas\u0131na ili\u015fkin yeni sinyaller verebilecek ADP istihdam verisi ile cuma g\u00fcn\u00fc a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisine \u00e7evrildi\u011fi aktar\u0131ld\u0131.<\/p>\n
G\u00fcm\u00fc\u015f\u00fcn, k\u00fcresel tahvil faizleri ve petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin Fed\u2019in faiz art\u0131\u015f\u0131 beklentilerini g\u00fc\u00e7lendirmesiyle 64 dolar\u0131n alt\u0131na gerileyerek d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc\u011f\u00fc bildirildi. Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n enflasyonla m\u00fccadele vurgusu sonras\u0131nda piyasalarda eyl\u00fcl ay\u0131nda faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 70\u2019e y\u00fckseldi\u011fi, ABD-\u0130ran geriliminin petrol fiyatlar\u0131n\u0131 art\u0131rmas\u0131n\u0131n da enflasyon risklerini destekledi\u011fi kaydedildi. Yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in faiz g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin yeni sinyaller i\u00e7in ADP istihdam verisi ile cuma g\u00fcn\u00fc a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisini takip etti\u011fi belirtildi.<\/p>\n
Brent petrol\u00fcn, ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n t\u0131rmanmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki sald\u0131r\u0131lar\u0131n enerji arz\u0131nda kesinti endi\u015felerini art\u0131rmas\u0131yla 96 dolara yakla\u015farak yakla\u015f\u0131k alt\u0131 haftan\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131. ABD\u2019nin \u0130ran hedeflerine y\u00f6nelik yeni sald\u0131r\u0131lar\u0131 ve Ba\u015fkan Donald Trump\u2019\u0131n olas\u0131 misillemeye kar\u015f\u0131 daha sert kar\u015f\u0131l\u0131k verilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n jeopolitik risk primini y\u00fckseltti\u011fi ifade edildi. \u0130ran\u2019\u0131n da b\u00f6lgedeki ABD \u00fcslerini hedef ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. ABD Hazine Bakan\u0131 Scott Bessent\u2019in \u0130ran ekonomisinin bask\u0131 alt\u0131nda oldu\u011funu belirtti\u011fi, H\u00fcrm\u00fcz\u2019den pazartesi g\u00fcn\u00fc 17 milyon varil petrol ge\u00e7ti\u011fini s\u00f6yleyerek \u0130ran\u2019\u0131n stratejik bo\u011faz \u00fczerinde tam kontrol sa\u011flamad\u0131\u011f\u0131n\u0131 vurgulad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Ham petrol\u00fcn de ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n \u015fiddetlenmesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki gerilimin enerji arz\u0131nda kesinti endi\u015felerini art\u0131rmas\u0131yla 91 dolara yakla\u015farak yakla\u015f\u0131k alt\u0131 haftan\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131\u011f\u0131 bildirildi. ABD\u2019nin \u0130ran hedeflerine y\u00f6nelik yeni sald\u0131r\u0131lar\u0131 ve Trump\u2019\u0131n olas\u0131 \u0130ran misillemesine daha sert kar\u015f\u0131l\u0131k verilece\u011fini belirtmesinin jeopolitik riskleri art\u0131rd\u0131\u011f\u0131 ifade edildi. \u0130ran\u2019\u0131n da b\u00f6lgedeki ABD \u00fcslerini hedef ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131l\u0131rken, ABD Hazine Bakan\u0131 Scott Bessent\u2019in pazartesi g\u00fcn\u00fc H\u00fcrm\u00fcz\u2019den 17 milyon varil petrol ge\u00e7ti\u011fini belirterek \u0130ran\u2019\u0131n stratejik bo\u011faz \u00fczerinde tam kontrol sa\u011flamad\u0131\u011f\u0131n\u0131 ifade etti\u011fi kaydedildi.<\/p>\n
Nasdaq\u2019\u0131n, y\u00fckselen tahvil faizlerinin \u00f6zellikle teknoloji ve b\u00fcy\u00fcme hisseleri \u00fczerindeki bask\u0131y\u0131 art\u0131rmas\u0131yla sal\u0131 g\u00fcn\u00fc y\u00fczde 1,03 gerileyerek d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc \u00fc\u00e7\u00fcnc\u00fc seansa ta\u015f\u0131d\u0131\u011f\u0131 belirtildi. ABD 10 y\u0131ll\u0131k tahvil faizinin 2025 ba\u015f\u0131ndan bu yana en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131n\u0131n ve ABD-\u0130ran gerilimiyle y\u00fckselen petrol fiyatlar\u0131n\u0131n enflasyon endi\u015felerini g\u00fc\u00e7lendirmesinin teknoloji hisselerine y\u00f6nelik risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131 aktar\u0131ld\u0131. Nasdaq a\u00e7\u0131s\u0131ndan bug\u00fcn ADP istihdam verisi ve Fed\u2019in Bej Kitap raporunun yan\u0131 s\u0131ra yapay zeka ve teknoloji g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan Broadcom, Hewlett Packard ve Snowflake bilan\u00e7olar\u0131n\u0131n yak\u0131ndan takip edilece\u011fi ifade edildi.<\/p>\n
Dow Jones\u2019un ise y\u00fckselen tahvil faizleri ve petrol fiyatlar\u0131n\u0131n enflasyon ile faiz art\u0131\u015f\u0131 endi\u015felerini g\u00fc\u00e7lendirmesiyle sal\u0131 g\u00fcn\u00fc y\u00fczde 0,79 gerileyerek d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc \u00fc\u00e7\u00fcnc\u00fc seansa ta\u015f\u0131d\u0131\u011f\u0131 bildirildi. \u00d6zellikle sanayi ve ham madde sekt\u00f6rlerindeki sat\u0131\u015flar\u0131n Dow Jones \u00fczerinde bask\u0131 olu\u015fturdu\u011fu, ABD-\u0130ran geriliminin petrol fiyatlar\u0131n\u0131 y\u00fckseltmesi ve ABD 10 y\u0131ll\u0131k tahvil faizinin 2025 ba\u015f\u0131ndan bu yana en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131n\u0131n risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131 kaydedildi. Dow Jones a\u00e7\u0131s\u0131ndan bug\u00fcn a\u00e7\u0131klanacak ADP \u00f6zel sekt\u00f6r istihdam verisi ve Fed\u2019in Bej Kitap raporunun, faiz beklentilerinin ve endeksin k\u0131sa vadeli y\u00f6n\u00fcn\u00fcn belirlenmesi a\u00e7\u0131s\u0131ndan yak\u0131ndan takip edilece\u011fi belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 2 Eyl\u00fcl (Hibya) – Gedik Yat\u0131r\u0131m, ABD ile \u0130ran aras\u0131nda yeniden t\u0131rmanan \u00e7at\u0131\u015fmalar, y\u00fckselen petrol fiyatlar\u0131 ve k\u00fcresel tahvil faizlerindeki art\u0131\u015f\u0131n piyasalarda risk i\u015ftah\u0131n\u0131 belirgin \u015fekilde zay\u0131flatt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":142376,"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-142375","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\/142375","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=142375"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/142375\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/142376"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=142375"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=142375"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=142375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"