{"id":144593,"date":"2026-09-07T08:15:03","date_gmt":"2026-09-07T05:15:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/07\/piyasalarda-jeopolitik-riskler-ve-para-politikalari-one-cikiyor"},"modified":"2026-09-07T08:15:03","modified_gmt":"2026-09-07T05:15:03","slug":"piyasalarda-jeopolitik-riskler-ve-para-politikalari-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/07\/piyasalarda-jeopolitik-riskler-ve-para-politikalari-one-cikiyor\/","title":{"rendered":"Piyasalarda jeopolitik riskler ve para politikalar\u0131 \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Ikon Menkul\u2019\u00fcn Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni\u2019nde k\u00fcresel piyasalarda jeopolitik geli\u015fmeler ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentiler \u00f6ne \u00e7\u0131kt\u0131.\u00a0<\/p>\n<p>Raporda petrol fiyatlar\u0131, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz politikas\u0131, alt\u0131n ve Japon yenindeki hareketler de\u011ferlendirildi.<\/p>\n<p>ABD ve \u0130ran g\u00fc\u00e7lerinin hafta sonu H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki gemilere y\u00f6nelik kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131n\u0131n hafif y\u00fckseldi\u011fi ve piyasalarda jeopolitik risk priminin devam etti\u011fi belirtildi.<\/p>\n<p>\u0130ran\u2019\u0131n \u00fcst d\u00fczey g\u00fcvenlik yetkilisi Mohsen Rezaei\u2019nin, Tahran\u2019\u0131n bo\u011faz yak\u0131nlar\u0131nda k\u0131s\u0131tl\u0131 bir b\u00f6lge ilan edece\u011fini ve \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde ve haftalarda Umman ile \u00fczerinde anla\u015f\u0131lan yeni bir nakliye rotas\u0131n\u0131 a\u00e7\u0131klayaca\u011f\u0131n\u0131 s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Petrol piyasas\u0131na ili\u015fkin di\u011fer geli\u015fmede ise OPEC\u2019in ekim ay\u0131 \u00fcretim kotalar\u0131n\u0131 sabit tuttu\u011fu ve y\u0131l\u0131n geri kalan\u0131nda mevcut \u00fcretim yol haritas\u0131n\u0131 s\u00fcrd\u00fcrece\u011fi belirtildi.<\/p>\n<p>Raporda, cuma g\u00fcn\u00fc a\u00e7\u0131klanan ABD tar\u0131m d\u0131\u015f\u0131 istihdam verilerinin beklentilerin \u00fczerinde gelmesinin ard\u0131ndan alt\u0131n\u0131n ons fiyat\u0131n\u0131n 4.400 dolar seviyesine do\u011fru geriledi\u011fi ifade edildi.<\/p>\n<p>G\u00fc\u00e7l\u00fc istihdam verilerinin, Fed\u2019in \u00f6n\u00fcm\u00fczdeki hafta faiz art\u0131rabilece\u011fine y\u00f6nelik beklentileri g\u00fc\u00e7lendirdi\u011fi belirtildi.<\/p>\n<p>Goldman Sachs\u2019\u0131n de\u011ferlendirmesine de yer verilen b\u00fcltende, a\u011fustos ay\u0131ndaki istihdam raporunun g\u00fc\u00e7l\u00fc ancak ekonominin a\u015f\u0131r\u0131 \u0131s\u0131nd\u0131\u011f\u0131na i\u015faret etmeyen bir tablo ortaya koydu\u011fu ve bunun eyl\u00fcl ay\u0131nda Fed\u2019in faiz art\u0131r\u0131m\u0131n\u0131n \u00f6n\u00fcndeki \u00f6nemli bir engeli kald\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Bununla birlikte Goldman Sachs, bu hafta a\u00e7\u0131klanacak enflasyon verilerinin Fed\u2019in karar\u0131nda daha \u00f6nemli olaca\u011f\u0131n\u0131 de\u011ferlendirirken, d\u00fc\u015f\u00fck bir T\u00dcFE verisinin faiz art\u0131r\u0131m\u0131n\u0131n ertelenmesine yol a\u00e7abilece\u011fini savundu.<\/p>\n<p>Fed yetkilisi Hammack\u2019\u0131n da enflasyonu d\u00fc\u015f\u00fcrmek i\u00e7in harekete ge\u00e7me zaman\u0131n\u0131n geldi\u011fini s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Hammack, kendi b\u00f6lgesinden elde edilen veriler ve al\u0131nan geri bildirimlerin para politikas\u0131n\u0131n \u015fu anda ekonomi \u00fczerinde yeterli bask\u0131y\u0131 olu\u015fturmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fini belirtti.<\/p>\n<p>Bu a\u00e7\u0131klamalar\u0131n, Fed\u2019in enflasyonla m\u00fccadelede daha s\u0131k\u0131 bir para politikas\u0131 uygulayabilece\u011fine y\u00f6nelik beklentileri destekledi\u011fi kaydedildi.<\/p>\n<p>Japon yeninin de ge\u00e7en hafta \u00f6nemli \u00f6l\u00e7\u00fcde de\u011fer kazand\u0131\u011f\u0131 belirtildi. USD\/JPY paritesinin 160 seviyesinden 156\u2019n\u0131n alt\u0131na gerilemesiyle yenin h\u0131zl\u0131 bir \u015fekilde g\u00fc\u00e7lendi\u011fi ifade edildi.<\/p>\n<p>Japon bir arac\u0131 kurumun ara\u015ft\u0131rmas\u0131na g\u00f6re piyasalar\u0131n, Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ) eyl\u00fcl ay\u0131nda faiz art\u0131rmas\u0131n\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlad\u0131\u011f\u0131, ekim ay\u0131nda da faiz art\u0131r\u0131m\u0131 yap\u0131lmas\u0131 ihtimalinin y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Ikon Menkul\u2019\u00fcn de\u011ferlendirmesinde, k\u00fcresel piyasalarda \u00f6n\u00fcm\u00fczdeki d\u00f6nemde enerji fiyatlar\u0131 ve jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra Fed ve BOJ ba\u015fta olmak \u00fczere merkez bankalar\u0131n\u0131n faiz kararlar\u0131n\u0131n varl\u0131k fiyatlamalar\u0131 \u00fczerinde belirleyici olmaya devam edebilece\u011fi belirtildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 7 Eyl\u00fcl (Hibya) &#8211; Ikon Menkul\u2019\u00fcn Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni\u2019nde k\u00fcresel piyasalarda jeopolitik geli\u015fmeler ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentiler \u00f6ne \u00e7\u0131kt\u0131.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":144594,"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-144593","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\/144593","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=144593"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/144593\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/144594"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=144593"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=144593"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=144593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}