{"id":143887,"date":"2026-09-04T18:45:38","date_gmt":"2026-09-04T15:45:38","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/04\/piyasalarin-odaginda-abd-iran-gerilimine-iliskin-gelismeler-yer-aliyor"},"modified":"2026-09-04T18:45:38","modified_gmt":"2026-09-04T15:45:38","slug":"piyasalarin-odaginda-abd-iran-gerilimine-iliskin-gelismeler-yer-aliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/04\/piyasalarin-odaginda-abd-iran-gerilimine-iliskin-gelismeler-yer-aliyor\/","title":{"rendered":"Piyasalar\u0131n oda\u011f\u0131nda ABD-\u0130ran gerilimine ili\u015fkin geli\u015fmeler yer al\u0131yor"},"content":{"rendered":"<p>BMD Ara\u015ft\u0131rma\u2019n\u0131n analizine g\u00f6re Almanya&#8217;da t\u00fcketici fiyat endeksi a\u011fustos ay\u0131nda ayl\u0131k y\u00fczde 0,2 artarken, temmuz ay\u0131nda y\u00fczde 2,8 olan y\u0131ll\u0131k enflasyon a\u011fustosta y\u00fczde 2,9 seviyesine y\u00fckseldi. Euro B\u00f6lgesi&#8217;nde t\u00fcketici fiyat endeksi a\u011fustos ay\u0131nda y\u00fczde 0,4 artt\u0131. Temmuz ay\u0131nda y\u00fczde 2,9 olan y\u0131ll\u0131k enflasyon, a\u011fustosta beklentilere paralel olarak y\u00fczde 3,3&#8217;e y\u00fckseldi.<\/p>\n<p>ABD&#8217;de tar\u0131m d\u0131\u015f\u0131 istihdam a\u011fustos ay\u0131nda 162 bin ki\u015fi artt\u0131. \u0130\u015fsizlik oran\u0131 de\u011fi\u015fmeyerek y\u00fczde 4,1 olurken, ortalama saatlik kazan\u00e7lar beklentilere paralel olarak ayl\u0131k y\u00fczde 0,3 artt\u0131. ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran&#8217;a y\u00f6nelik yeni sald\u0131r\u0131lar d\u00fczenlediklerini duyururken Tahran&#8217;\u0131 misilleme yapmamas\u0131 konusunda uyard\u0131. Trump, \u0130ran&#8217;\u0131n sald\u0131r\u0131ya kar\u015f\u0131l\u0131k vermesi halinde \u00e7ok daha sert ve daha b\u00fcy\u00fck \u00e7apl\u0131 bir sald\u0131r\u0131yla yeniden vurulaca\u011f\u0131n\u0131 belirtti.<\/p>\n<p>\u0130ran Genelkurmay Ba\u015fkanl\u0131\u011f\u0131 ise ABD ordusunun \u00fclkenin g\u00fcneyindeki baz\u0131 noktalara d\u00fczenledi\u011fi hava sald\u0131r\u0131lar\u0131na kar\u015f\u0131l\u0131k verilece\u011fini a\u00e7\u0131klad\u0131. Trump, \u0130ran&#8217;a y\u00f6nelik yeniden ba\u015flayan sald\u0131r\u0131lar\u0131n uzun s\u00fcrmesini beklemedi\u011fini belirtirken, ABD&#8217;nin H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n kontrol\u00fcn\u00fc elinde tuttu\u011fu y\u00f6n\u00fcndeki ifadesini yineledi. ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance ise \u0130ran&#8217;la s\u00fcresiz bir sava\u015f istemediklerini belirtirken, Tahran&#8217;a kar\u015f\u0131 askeri, ekonomik, diplomatik ve gizli bask\u0131 dahil t\u00fcm se\u00e7eneklerin masada oldu\u011funu s\u00f6yledi.<\/p>\n<p>T\u00fcrkiye ekonomisi y\u0131l\u0131n ikinci \u00e7eyre\u011finde bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re y\u00fczde 2,3 b\u00fcy\u00fcrken, birinci \u00e7eyre\u011fe g\u00f6re y\u00fczde 1,1 b\u00fcy\u00fcd\u00fc. 15 ve daha yukar\u0131 ya\u015ftaki ki\u015filerde i\u015fsiz say\u0131s\u0131 temmuz ay\u0131nda bir \u00f6nceki aya g\u00f6re 150 bin ki\u015fi artarak 2 milyon 860 bin ki\u015fi oldu. \u0130\u015fsizlik oran\u0131 0,5 puan artarak y\u00fczde 8,1 seviyesine y\u00fckseldi. 15-24 ya\u015f grubunu kapsayan gen\u00e7 n\u00fcfusta i\u015fsizlik oran\u0131 ise bir \u00f6nceki aya g\u00f6re 1,5 puan artarak y\u00fczde 14,5 oldu.<\/p>\n<p>T\u00fcrkiye&#8217;de t\u00fcketici fiyat endeksi a\u011fustos ay\u0131nda ayl\u0131k y\u00fczde 1,84 artarken, temmuz ay\u0131nda y\u00fczde 31,75 olan y\u0131ll\u0131k enflasyon a\u011fustosta y\u00fczde 31,51&#8217;e geriledi. \u00c7ekirdek enflasyon y\u00fczde 30,07 olarak ger\u00e7ekle\u015fti. Yurt i\u00e7i \u00fcretici fiyat endeksi a\u011fustos ay\u0131nda ayl\u0131k y\u00fczde 2,57 ve y\u0131ll\u0131k y\u00fczde 27,95 artt\u0131. Haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flayan ve hafta genelinde sat\u0131c\u0131l\u0131 bir seyir izleyerek 13.876,66 seviyesine kadar geri \u00e7ekilen B\u0130ST100 Endeksi, y\u00fczde 4,30 kay\u0131pla 14.012,42 puandan haftay\u0131 tamamlad\u0131. Dolar\/TL 48,45 ile zirvesini yenilerken, Euro\/TL 56,4481 ile rekor tazeledi.<\/p>\n<p>Yurt d\u0131\u015f\u0131 yerle\u015fik yat\u0131r\u0131mc\u0131lar, 21-28 A\u011fustos 2026 haftas\u0131nda reel olarak, fiyat ve kur etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f \u015fekilde, 329 milyon dolar hisse senedi al\u0131m\u0131, 86,6 milyon dolar Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS-Kesin Al\u0131m) sat\u0131\u015f\u0131 ve 116,8 milyon dolar \u00d6zel Sekt\u00f6r Tahvil sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n<p>Ayn\u0131 haftada yurt i\u00e7inde yerle\u015fik ger\u00e7ek ki\u015filerin d\u00f6viz mevduat\u0131 465 milyon dolar azalarak 148.849 milyon dolara, t\u00fczel ki\u015filerin d\u00f6viz mevduat\u0131 ise 2.205 milyon dolar azalarak 82.508 milyon dolara geriledi. T\u00fcrkiye&#8217;nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131n\u0131n 225 s\u0131n\u0131r\u0131n\u0131n alt\u0131nda kalmaya devam etti\u011fi belirtildi.<\/p>\n<p>TCMB, 2025 y\u0131l\u0131n\u0131n ilk iki toplant\u0131s\u0131nda politika faizini 250&#8217;\u015fer baz puan indirerek y\u00fczde 42,50 seviyesine \u00e7ekti. TCMB politika faizini 17 Nisan tarihli toplant\u0131s\u0131nda 350 baz puan art\u0131rarak y\u00fczde 46,00 seviyesine y\u00fckseltirken, 19 Haziran toplant\u0131s\u0131nda de\u011fi\u015ftirmeyerek y\u00fczde 46 seviyesinde sabit b\u0131rakt\u0131. 24 Temmuz tarihli toplant\u0131da 300 baz puan, 11 Eyl\u00fcl tarihli toplant\u0131da 250 baz puan, 23 Ekim tarihli toplant\u0131da 100 baz puan ve 11 Aral\u0131k tarihli toplant\u0131da 150 baz puan indirim yapan TCMB, politika faizini y\u00fczde 38,00&#8217;e d\u00fc\u015f\u00fcrd\u00fc. TCMB, 2026 y\u0131l\u0131n\u0131n ilk toplant\u0131s\u0131nda politika faizini 100 baz puan indirerek y\u00fczde 37,00 seviyesine \u00e7ekerken, 12 Mart, 22 Nisan, 11 Haziran ve 23 Temmuz tarihli toplant\u0131lar\u0131nda de\u011fi\u015ftirmeyerek y\u00fczde 37,00 seviyesinde sabit b\u0131rakt\u0131.<\/p>\n<p>A\u011fustos 2026 tarihli TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi&#8217;ne g\u00f6re, a\u011fustos ay\u0131nda y\u00fczde 1,84 artan T\u00dcFE&#8217;nin eyl\u00fcl ay\u0131nda y\u00fczde 2,08, 2026 sonunda y\u00fczde 29,43 ve 2027 sonunda y\u00fczde 21,94 artmas\u0131 bekleniyor. Ayn\u0131 ankette Dolar\/TL&#8217;nin 2026 sonunda 51,66 ve 12 ay sonras\u0131nda 57,43 seviyesinde olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Cari dengenin 2026 sonunda 50,2 milyar dolar, 2027 sonunda ise 44,4 milyar dolar a\u00e7\u0131k vermesi bekleniyor.\u00a0<\/p>\n<p>GSYH b\u00fcy\u00fcmesinin 2026 ve 2027&#8217;de s\u0131ras\u0131yla y\u00fczde 3,1 ve y\u00fczde 4,0 olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. TCMB haftal\u0131k repo faizinin ilk toplant\u0131da y\u00fczde 37,00 ve 2026 y\u0131l sonunda y\u00fczde 35,25 seviyesinde olmas\u0131 bekleniyor.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 Eyl\u00fcl (Hibya) \u2013 BMD Ara\u015ft\u0131rma, geride b\u0131rak\u0131lan haftada yurt i\u00e7inde b\u00fcy\u00fcme, i\u015fsizlik oran\u0131 ve enflasyon, yurt d\u0131\u015f\u0131nda ise Almanya ve Euro B\u00f6lgesi&#8217;nde enflasyon ile ABD&#8217;de tar\u0131m d\u0131\u015f\u0131 istihdam verilerinin takip edildi\u011fini aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":143888,"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-143887","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\/143887","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=143887"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/143887\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/143888"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=143887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=143887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=143887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}