Ikon Menkul taraf\u0131ndan yay\u0131mlanan analizde k\u00fcresel piyasalarda faiz beklentileri, enerji fiyatlar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. B\u00fcltende Ons Alt\u0131n, ham petrol, EUR\/USD, USD\/JPY ve Nasdaq i\u00e7in kritik teknik seviyeler de\u011ferlendirilirken, Fed ve Japonya Merkez Bankas\u0131 (BoJ) kararlar\u0131 \u00f6ncesinde faiz beklentilerinin, petrol piyasas\u0131nda devam eden jeopolitik arz risklerinin, dolar\u0131n g\u00fc\u00e7lenme e\u011filiminin ve teknoloji hisseleri \u00fczerindeki faiz bask\u0131s\u0131n\u0131n piyasa fiyatlamalar\u0131na etkisi ele al\u0131nd\u0131.<\/p>\n
Ikon Menkul, geride kalan haftada k\u00fcresel piyasa g\u00fcndeminde ABD \u00dcretici Fiyat Endeksi (\u00dcFE) ve T\u00fcketici Fiyat Endeksi (T\u00dcFE) verilerinin Fed faiz art\u0131r\u0131m beklentilerini g\u00fc\u00e7lendirmesinin, Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) faiz art\u0131rmas\u0131n\u0131n, petrol fiyatlar\u0131n\u0131n 100 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n ve yen taraf\u0131ndaki sert fiyatlamalar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 aktard\u0131. Yeni haftada ise piyasalarda oda\u011f\u0131n Fed ve BoJ kararlar\u0131na \u00e7evrildi\u011fi, y\u00fcksek tahvil faizleri ile Orta Do\u011fu kaynakl\u0131 arz risklerinin hisse, d\u00f6viz ve emtia piyasalar\u0131n\u0131n ortak belirleyicileri olmaya devam etti\u011fi ifade edildi.<\/p>\n
B\u00fcltende, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Fed toplant\u0131s\u0131 \u00f6ncesinde ABD\u2019nin d\u00fcnyan\u0131n en d\u00fc\u015f\u00fck faiz oranlar\u0131na sahip \u00fclke olmas\u0131 gerekti\u011fini savundu\u011fu ve faizlerin d\u00fc\u015f\u00fcr\u00fclmesi y\u00f6n\u00fcndeki \u00e7a\u011fr\u0131s\u0131n\u0131 yineledi\u011fi belirtildi. Buna kar\u015f\u0131l\u0131k a\u011fustos ay\u0131nda a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc enflasyon verileri ve y\u00fcksek enerji fiyatlar\u0131 nedeniyle piyasalar\u0131n Fed\u2019in bu hafta 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na gitme ihtimalini yakla\u015f\u0131k y\u00fczde 85-86 seviyesinde fiyatlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Ikon Menkul, siyasi s\u00f6ylem ile para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc aras\u0131ndaki ayr\u0131\u015fman\u0131n dikkat \u00e7ekti\u011fini bildirdi.<\/p>\n
Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n, Orta Do\u011fu kaynakl\u0131 enerji \u015fokunun Euro B\u00f6lgesi enflasyonu \u00fczerindeki etkisinin beklenenden daha uzun s\u00fcrebilece\u011fi uyar\u0131s\u0131nda bulundu\u011fu belirtildi. Lagarde\u2019\u0131n enerji fiyatlar\u0131ndaki y\u00fckseli\u015fin fiyat art\u0131\u015flar\u0131n\u0131n hedef seviyelere d\u00f6n\u00fc\u015f\u00fcn\u00fc geciktirebilece\u011fine i\u015faret etti\u011fi aktar\u0131ld\u0131. ECB\u2019nin ge\u00e7en hafta 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131na gitmesinin ard\u0131ndan piyasalarda ilave s\u0131k\u0131la\u015fma beklentilerinin g\u00fc\u00e7lendi\u011fi ifade edilirken, enerji fiyatlar\u0131n\u0131n ECB para politikas\u0131 a\u00e7\u0131s\u0131ndan temel risk unsurlar\u0131ndan biri olmaya devam etti\u011fi kaydedildi.<\/p>\n
Ikon Menkul, Trump\u2019\u0131n \u0130ran ile sava\u015f\u0131n kas\u0131m ay\u0131nda ger\u00e7ekle\u015ftirilecek ara se\u00e7imlerin hemen ard\u0131ndan sona erece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc aktard\u0131. Trump\u2019\u0131n sava\u015f\u0131n sona ermesinin ard\u0131ndan petrol ve benzin fiyatlar\u0131n\u0131n belirgin \u015fekilde gerileyece\u011fini savundu\u011fu belirtildi. Trump\u2019\u0131n bir anla\u015fma ihtimalini tamamen d\u0131\u015flamad\u0131\u011f\u0131, ABD\u2019nin \u0130ran\u2019daki petrol kaynaklar\u0131ndan ekonomik fayda sa\u011flayabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n ise enerji piyasalar\u0131ndaki belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
\u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping\u2019in BRICS \u00fclkelerine yapay zeka, dijital sanayi ve ak\u0131ll\u0131 \u00fcretim alanlar\u0131nda daha derin i\u015f birli\u011fi \u00e7a\u011fr\u0131s\u0131nda bulundu\u011fu belirtildi. \u015ei\u2019nin ortak bir a\u00e7\u0131k kaynak yapay zeka toplulu\u011fu, dijital ekosistem bulut platformu ve b\u00fcy\u00fck dil modeli projeleri \u00f6nerdi\u011fi aktar\u0131ld\u0131. Ikon Menkul, \u00c7in\u2019in bu giri\u015fiminin yapay zeka teknolojileri ve standartlar\u0131n\u0131 geli\u015fmekte olan \u00fclkelere yayarak k\u00fcresel teknoloji rekabetindeki etkisini art\u0131rma stratejisinin bir par\u00e7as\u0131 olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
B\u00fcltende, alt\u0131n\u0131n k\u0131sa vadeli y\u00f6n\u00fcnde Fed karar\u0131 ve faiz patikas\u0131n\u0131n temel belirleyici olmaya devam etti\u011fi belirtildi. Bununla birlikte ABD tahvil faizleri, dolar, \u0130ran sava\u015f\u0131, petrol fiyatlar\u0131 ve k\u00fcresel bor\u00e7luluk endi\u015felerinin de alt\u0131n fiyatlamas\u0131nda \u00f6nemli rol oynad\u0131\u011f\u0131 aktar\u0131ld\u0131. G\u00fc\u00e7l\u00fc \u00e7ekirdek enflasyonun faiz art\u0131r\u0131m beklentilerini g\u00fc\u00e7lendirerek alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edilirken, jeopolitik riskler ve mali s\u00fcrd\u00fcr\u00fclebilirli\u011fe ili\u015fkin endi\u015felerin orta vadede g\u00fcvenli liman talebini desteklemeye devam etti\u011fi kaydedildi.<\/p>\n
ABD\u2019de diren\u00e7li enflasyonun Fed faiz art\u0131r\u0131m\u0131 beklentisini g\u00fc\u00e7lendirmesinin \u00f6zellikle alt\u0131n ve faiz getirisi bulunmayan di\u011fer de\u011ferli metaller \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi. Y\u00fckselen tahvil getirilerinin de bu bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Petrol taraf\u0131nda ise Orta Do\u011fu\u2019daki arz sorunlar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Brent petrol\u00fcn yeniden 107-108 dolar b\u00f6lgesine y\u00fckselmesinin, emtia piyasas\u0131nda para politikas\u0131 ile jeopolitik risklerin z\u0131t y\u00f6nde \u00e7al\u0131\u015fmas\u0131na neden oldu\u011fu bildirildi.<\/p>\n
Ikon Menkul, Nvidia\u2019n\u0131n Anthropic\u2019in planlanan halka arz\u0131nda 10 milyar dolara kadar yat\u0131r\u0131m yaparak ana yat\u0131r\u0131mc\u0131lardan biri olmay\u0131 de\u011ferlendirdi\u011fini aktard\u0131. Anthropic\u2019in yakla\u015f\u0131k 100 milyar dolar sermaye toplamay\u0131 ve yakla\u015f\u0131k 2 trilyon dolar de\u011ferlemeye ula\u015fmay\u0131 hedefledi\u011fi g\u00f6r\u00fc\u015fmelerin, yapay zeka altyap\u0131s\u0131 ve \u00e7ip talebinin b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc yeniden ortaya koydu\u011fu belirtildi. S\u00f6z konusu yat\u0131r\u0131m plan\u0131n\u0131n Nvidia ile Anthropic aras\u0131ndaki ili\u015fkiyi daha da derinle\u015ftirebilece\u011fi ifade edildi.<\/p>\n
Google\u2019\u0131n \u0130srail\u2019de robotlar ve otonom sistemlere y\u00f6nelik yapay zeka \u00e7ipleri geli\u015ftirecek yeni bir m\u00fchendislik ekibi kurdu\u011fu belirtildi. Ekibin ba\u015f\u0131na Hailo\u2019nun eski Ar-Ge y\u00f6neticisi Guy Kaminitz\u2019in getirildi\u011fi aktar\u0131ld\u0131. Yeni \u00e7iplerin yapay zeka i\u015flemlerini bulut yerine do\u011frudan cihaz \u00fczerinde ger\u00e7ekle\u015ftirmeye odaklanmas\u0131n\u0131n, Google\u2019\u0131n Nvidia\u2019ya olan ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 azaltma ve kendi yapay zeka donan\u0131m ekosistemini geni\u015fletme stratejisini g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n
Ikon Menkul b\u00fclteninde ayr\u0131ca 2026 y\u0131l\u0131 ikinci \u00e7eyre\u011fine ili\u015fkin m\u00fc\u015fteri kar oran\u0131n\u0131n y\u00fczde 38, zarar oran\u0131n\u0131n ise y\u00fczde 62 oldu\u011fu bilgisi yer ald\u0131. B\u00fcltende yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyelerin yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda olmad\u0131\u011f\u0131, yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 hizmetinin ki\u015filerin risk ve getiri tercihleri dikkate al\u0131narak ki\u015fiye \u00f6zel sunuldu\u011fu belirtildi. Kald\u0131ra\u00e7l\u0131 i\u015flemlerde yat\u0131r\u0131lan para kadar kaybetme ihtimalinin bulundu\u011fu ve yat\u0131r\u0131m kararlar\u0131n\u0131n yaln\u0131zca s\u00f6z konusu i\u00e7eriklere dayan\u0131larak verilmemesi gerekti\u011fi uyar\u0131s\u0131 da yap\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 14 Eyl\u00fcl (Hibya) – Ikon Menkul, yurt d\u0131\u015f\u0131 sabah analizinde Fed ve BoJ kararlar\u0131 \u00f6ncesi faiz beklentileri, petrol piyasas\u0131ndaki jeopolitik arz riskleri, dolar\u0131n g\u00fc\u00e7lenme e\u011filimi ve yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n piyasalara etkisini de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":148815,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-148814","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/148814","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=148814"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/148814\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/148815"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=148814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=148814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=148814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"