{"id":145302,"date":"2026-09-08T08:15:15","date_gmt":"2026-09-08T05:15:15","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/08\/japonyada-buyume-beklentilerin-altinda-kalirken-yen-guclendi"},"modified":"2026-09-08T08:15:15","modified_gmt":"2026-09-08T05:15:15","slug":"japonyada-buyume-beklentilerin-altinda-kalirken-yen-guclendi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/08\/japonyada-buyume-beklentilerin-altinda-kalirken-yen-guclendi\/","title":{"rendered":"Japonya&#8217;da b\u00fcy\u00fcme beklentilerin alt\u0131nda kal\u0131rken yen g\u00fc\u00e7lendi"},"content":{"rendered":"<p>\u0130kon Menkul Yurt D\u0131\u015f\u0131 Sabah Teknik Raporu&#8217;na g\u00f6re swap i\u015flemlerinin, Japonya Merkez Bankas\u0131&#8217;n\u0131n (BOJ) gelecek hafta faiz oranlar\u0131n\u0131 y\u00fczde 1,25&#8217;e y\u00fckseltme olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 98 olarak fiyatlad\u0131\u011f\u0131, bunun Nikkei i\u00e7in kar\u0131\u015f\u0131k bir sinyal olu\u015ftururken yen a\u00e7\u0131s\u0131ndan genel olarak destekleyici oldu\u011fu a\u00e7\u0131kland\u0131.<\/p>\n<p>\u00c7in&#8217;in ihracat\u0131 a\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 25 artarak beklentilerle \u00f6rt\u00fc\u015f\u00fcrken, ithalat y\u00fczde 28,2 y\u00fckseldi. \u0130thalattaki art\u0131\u015f y\u00fczde 30&#8217;luk beklentinin alt\u0131nda kalmas\u0131na kar\u015f\u0131n, temmuz ay\u0131ndaki y\u00fczde 27,5&#8217;lik art\u0131\u015f\u0131n \u00fczerine \u00e7\u0131kt\u0131. Ticaret fazlas\u0131 119,09 milyar dolara ula\u015f\u0131rken, ihracat b\u00fcy\u00fcmeyi destekleyen ana unsur olmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n<p>Piyasalardaki en b\u00fcy\u00fck hareketlilik yende g\u00f6r\u00fcld\u00fc. Yen, son d\u00f6nemdeki kazan\u0131mlar\u0131n\u0131 geni\u015fleterek dolar kar\u015f\u0131s\u0131nda alt\u0131 ay\u0131n en y\u00fcksek seviyesine ula\u015f\u0131rken, USD\/JPY paritesi 153,00 seviyesinin alt\u0131na geriledi. Analistler, BOJ&#8217;un faiz art\u0131r\u0131mlar\u0131n\u0131 h\u0131zland\u0131raca\u011f\u0131na y\u00f6nelik beklentilerin yen talebini art\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>Petrol fiyatlar\u0131 ise sakin seyrini korudu. Orta Do\u011fu&#8217;da Husi milislerinin Suudi Arabistan&#8217;daki Khamis Mushait ve Abha havaalanlar\u0131na y\u00f6nelik f\u00fcze ve \u0130HA sald\u0131r\u0131lar\u0131n\u0131n piyasan\u0131n genel fiyat g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de\u011fi\u015ftirmeye yetmedi\u011fi ifade edildi.<\/p>\n<p>Avustralya Merkez Bankas\u0131 (RBA) Ba\u015fkan Yard\u0131mc\u0131s\u0131 Hunter, bankan\u0131n konut piyasas\u0131 ve ekonomide kontroll\u00fc bir yava\u015flama hedefledi\u011fini belirtti. Hunter, b\u00fcy\u00fcmenin durgunlu\u011fa girmeden trendin alt\u0131nda ger\u00e7ekle\u015fmesini istediklerini s\u00f6ylerken, konut fiyatlar\u0131ndaki de\u011fi\u015fimlerin t\u00fcketici harcamalar\u0131na etkisinin s\u0131n\u0131rl\u0131 oldu\u011funu ifade etti.<\/p>\n<p>Goldman Sachs, Orta Do\u011fu&#8217;daki gemi sald\u0131r\u0131lar\u0131n\u0131n yo\u011funla\u015fmas\u0131 halinde petrol fiyatlar\u0131n\u0131n varil ba\u015f\u0131na 120 dolara y\u00fckselebilece\u011fini \u00f6ng\u00f6rd\u00fc. Banka, ihracat\u0131n normale d\u00f6nmesi durumunda ise petrol fiyatlar\u0131n\u0131n 80 dolara kadar gerileyebilece\u011fini tahmin etti.<\/p>\n<p>UBS ise g\u00fc\u00e7l\u00fc a\u011fustos istihdam verileri ve Warsh&#8217;\u0131n Jackson Hole&#8217;daki \u015fahin a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan Fed&#8217;in 2026 y\u0131l\u0131nda eyl\u00fcl ve aral\u0131k aylar\u0131nda iki faiz art\u0131r\u0131m\u0131 yapmas\u0131n\u0131 bekliyor. Banka, tahvil getirisi tahminlerini y\u00fckseltirken hisse senetlerine y\u00f6nelik pozitif g\u00f6r\u00fc\u015f\u00fcn\u00fc korudu.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 8 Eyl\u00fcl (Hibya) \u2013 \u0130kon Menkul Yurt D\u0131\u015f\u0131 Sabah Teknik Raporu&#8217;nda, Japonya&#8217;n\u0131n ikinci \u00e7eyrek GSY\u0130H&#8217;sinin y\u0131ll\u0131k bazda y\u00fczde 1,1&#8217;den y\u00fczde 1,4&#8217;e revize edildi\u011fi, ancak b\u00fcy\u00fcmenin y\u00fczde 1,6-1,8 seviyesindeki beklentilerin alt\u0131nda kald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n","protected":false},"author":1,"featured_media":145303,"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-145302","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\/145302","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=145302"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/145302\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/145303"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=145302"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=145302"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=145302"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}