Marba\u015f Menkul De\u011ferler taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, yurt i\u00e7inde haftan\u0131n son i\u015flem g\u00fcn\u00fcnde g\u00f6r\u00fclen y\u00fckseli\u015fin ard\u0131ndan yeni haftaya k\u00fcresel piyasalardaki risk i\u015ftah\u0131 ve jeopolitik geli\u015fmelerin etkisiyle temkinli bir g\u00f6r\u00fcn\u00fcmle ba\u015flanmas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) politika faizini y\u00fczde 37 seviyesinde sabit tutmas\u0131n\u0131n ard\u0131ndan karar metninde enflasyonun ana e\u011filimindeki gerileme ve i\u00e7 talepteki zay\u0131f seyrin \u00f6ne \u00e7\u0131kar\u0131ld\u0131\u011f\u0131 ifade edildi. Bu g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6n\u00fcm\u00fczdeki d\u00f6nemde faiz indirimlerine y\u00f6nelik alan\u0131n korundu\u011funa i\u015faret etti\u011fi de\u011ferlendirildi. Buna kar\u015f\u0131n Orta Do\u011fu kaynakl\u0131 geli\u015fmelerin petrol fiyatlar\u0131n\u0131 100 dolar\u0131n \u00fczerinde tutmas\u0131n\u0131n enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturmaya devam etti\u011fi, bunun da TCMB’nin faiz indirim s\u00fcrecinde daha temkinli hareket etmesine neden olabilece\u011fi aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7inde g\u00fcn boyunca k\u00fcresel risk i\u015ftah\u0131, petrol fiyatlar\u0131 ve tahvil faizlerindeki seyrin takip edilece\u011fi, BIST 100’de son d\u00f6nemde ya\u015fanan y\u00fckseli\u015fin ard\u0131ndan olas\u0131 kar realizasyonlar\u0131n\u0131n da izlenece\u011fi belirtildi. TCMB’nin \u0131l\u0131ml\u0131 mesajlar\u0131na ra\u011fmen y\u00fcksek enerji fiyatlar\u0131n\u0131n dezenflasyon s\u00fcreci ve faiz indirim beklentileri \u00fczerinde bask\u0131 olu\u015fturmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
ABD piyasalar\u0131nda endekslerin \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcn\u00fc de d\u00fc\u015f\u00fc\u015fle tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n yedinci ay\u0131na girmesiyle Brent petrol\u00fcn 100 dolar\u0131n \u00fczerine \u00e7\u0131karak 19 May\u0131s’tan bu yana en y\u00fcksek kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirmesi ve 10 y\u0131ll\u0131k ABD tahvil faizinin Ekim 2023’ten bu yana ilk kez y\u00fczde 4,95’in \u00fczerine y\u00fckselmesi piyasalar \u00fczerindeki temel bask\u0131 unsurlar\u0131 aras\u0131nda g\u00f6sterildi.<\/p>\n
A\u011fustos ay\u0131 \u00dcretici Fiyat Endeksi (\u00dcFE) verisinin ayl\u0131k y\u00fczde 0,4 ile beklentilere paralel ger\u00e7ekle\u015fti\u011fi belirtilirken, g\u00fcn\u00fcn ana g\u00fcndem maddesi olan T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisinin Fed’in 16 Eyl\u00fcl’deki faiz karar\u0131 a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 de\u011ferlendirildi. Piyasan\u0131n faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 71 seviyesinde fiyatlad\u0131\u011f\u0131, enflasyon verisinin beklentilerin \u00fczerinde gelmesi halinde faiz art\u0131r\u0131m beklentisinin g\u00fc\u00e7lenebilece\u011fi bildirildi.<\/p>\n
Asya-Pasifik piyasalar\u0131nda haftaya sat\u0131\u015f bask\u0131s\u0131yla ba\u015fland\u0131\u011f\u0131, y\u00fckselen petrol fiyatlar\u0131, k\u00fcresel tahvil faizleri ve bu hafta ger\u00e7ekle\u015ftirilecek Fed ile Japonya Merkez Bankas\u0131 (BOJ) toplant\u0131lar\u0131n\u0131n risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 aktar\u0131ld\u0131. Japonya ve G\u00fcney Kore borsalar\u0131nda d\u00fc\u015f\u00fc\u015flerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, yapay zeka teknolojilerine y\u00f6nelik artan g\u00fcvenlik tart\u0131\u015fmalar\u0131n\u0131n teknoloji ve yar\u0131 iletken hisselerinde sat\u0131\u015flar\u0131 h\u0131zland\u0131rd\u0131\u011f\u0131 belirtildi. SoftBank, Tokyo Electron, Samsung Electronics, SK Hynix ve TSMC hisseleri \u00fczerindeki bask\u0131n\u0131n dikkat \u00e7ekti\u011fi ifade edildi.<\/p>\n
Japon yeninin BOJ’un faiz art\u0131r\u0131m beklentileriyle g\u00fc\u00e7l\u00fc seyrini korudu\u011fu, para politikas\u0131 kararlar\u0131n\u0131n b\u00f6lge piyasalar\u0131n\u0131n ana g\u00fcndem maddeleri aras\u0131nda yer ald\u0131\u011f\u0131 bildirildi. Orta Do\u011fu kaynakl\u0131 arz risklerinin petrol fiyatlar\u0131 \u00fczerinden enflasyon beklentilerini yeniden yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131, \u00f6zellikle Avustralya’da enerji maliyetleri arac\u0131l\u0131\u011f\u0131yla fiyat bask\u0131s\u0131 olu\u015fturabilece\u011fi de\u011ferlendirildi. \u00c7in taraf\u0131nda ise BRICS kapsam\u0131nda ticaret, finans ve yapay zeka i\u015f birli\u011fini art\u0131rmaya y\u00f6nelik ad\u0131mlar ile Pekin’deki Xiangshan Savunma Forumu’nda Tayvan ve G\u00fcney \u00c7in Denizi eksenindeki jeopolitik risklerin takip edilece\u011fi aktar\u0131ld\u0131.<\/p>\n
Avrupa piyasalar\u0131nda y\u00fckselen petrol fiyatlar\u0131n\u0131n enerji kaynakl\u0131 enflasyon endi\u015felerini art\u0131rmas\u0131 ve faizlerin daha uzun s\u00fcre y\u00fcksek kalabilece\u011fine ili\u015fkin beklentileri g\u00fc\u00e7lendirmesi nedeniyle risk i\u015ftah\u0131n\u0131n bask\u0131 alt\u0131nda kalabilece\u011fi belirtildi. Y\u00fcksek enerji maliyetlerinin enflasyon beklentileri \u00fczerindeki etkisiyle Avrupa tahvil piyasas\u0131nda faizlerin y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrmesinin \u00f6zellikle b\u00fcy\u00fcme ve teknoloji hisseleri a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011fu ifade edildi.<\/p>\n
Almanya’da \u015firket iflaslar\u0131n\u0131n y\u0131l\u0131n ilk yar\u0131s\u0131nda son 13 y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015fmas\u0131n\u0131n finansman ve maliyet bask\u0131s\u0131n\u0131n reel sekt\u00f6r \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi aktar\u0131ld\u0131. \u0130ngiltere’de ise h\u00fck\u00fcmetin i\u015f d\u00fcnyas\u0131yla b\u00fcy\u00fcmeyi desteklemeye y\u00f6nelik g\u00f6r\u00fc\u015fmelerinin ve ekonomik aktiviteyi destekleyecek politikalar\u0131n Sterlin varl\u0131klar\u0131 a\u00e7\u0131s\u0131ndan takip edilece\u011fi belirtildi.<\/p>\n
Emtia taraf\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki sald\u0131r\u0131lar\u0131n s\u00fcrmesi ve Umman a\u00e7\u0131klar\u0131nda iki geminin vurulmas\u0131yla Brent petrol\u00fcn 108 dolar seviyelerine y\u00fckseldi\u011fi bildirildi. Alt\u0131n\u0131n ise enflasyon endi\u015felerinin deste\u011fiyle 4 bin 400 dolar \u00fczerindeki seyrini korudu\u011fu aktar\u0131ld\u0131.<\/p>\n
Marba\u015f Menkul De\u011ferler’in \u015firket haberleri de\u011ferlendirmesinde, TERA ve KTLEV’de y\u00f6netim kurulu yap\u0131s\u0131nda de\u011fi\u015fiklikler ger\u00e7ekle\u015ftirildi\u011fi belirtildi. Pusula Finans Holding’de Ahmet \u00d6zcan ve Serdar Turhan’\u0131n istifalar\u0131 sonras\u0131nda Emre Tezmen’in y\u00f6netim kurulu \u00fcyesi olarak atanarak Y\u00f6netim Kurulu Ba\u015fkan\u0131 olarak g\u00f6revlendirildi\u011fi aktar\u0131ld\u0131. KTLEV’de de ayn\u0131 isimlere ili\u015fkin istifalar\u0131n kabul edildi\u011fi ve Emre Tezmen’in Y\u00f6netim Kurulu Ba\u015fkan\u0131 olarak g\u00f6revlendirildi\u011fi bildirildi.<\/p>\n
ORZAX’\u0131n \u00d6zbekistan’daki ba\u011fl\u0131 ortakl\u0131\u011f\u0131 ORZAX JV LLC’nin 1 Eyl\u00fcl itibar\u0131yla 30 ki\u015filik saha sat\u0131\u015f ve pazarlama ekibiyle fiili operasyonlar\u0131na ba\u015flad\u0131\u011f\u0131, ayl\u0131k 100 bin kutu \u00fcretim kapasiteli mevcut bir gummy \u00fcretim tesisinin devral\u0131nmas\u0131na y\u00f6nelik resmi g\u00f6r\u00fc\u015fmelere ba\u015fland\u0131\u011f\u0131 ifade edildi.<\/p>\n
TRALT paylar\u0131n\u0131n BIST Kat\u0131l\u0131m Endeksleri kapsam\u0131na al\u0131nmas\u0131na y\u00f6nelik uyum \u00e7al\u0131\u015fmalar\u0131n\u0131n ba\u015flat\u0131lmas\u0131na karar verildi\u011fi aktar\u0131ld\u0131. HALKB taraf\u0131nda ise bankan\u0131n talebi \u00fczerine, halka arz izahnamesinin Sermaye Piyasas\u0131 Kurulu (SPK) taraf\u0131ndan onaylanmas\u0131ndan \u00f6nce bankan\u0131n bildirece\u011fi tarihte Pay Piyasas\u0131’nda i\u015flem g\u00f6ren HALKB paylar\u0131 ile Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) HALKB pay\u0131na dayal\u0131 vadeli i\u015flem ve opsiyon s\u00f6zle\u015fmelerinde i\u015flemlerin ge\u00e7ici olarak durdurulmas\u0131na karar verildi\u011fi belirtildi.<\/p>\n
BETAE’nin Ukrayna’da yerle\u015fik iki farkl\u0131 firma ile g\u00fc\u00e7 transformat\u00f6r\u00fc tedarikine y\u00f6nelik toplam 1 milyon 858 bin 400 dolar tutar\u0131nda s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 bildirildi.<\/p>\n
<\/strong> \u0130stanbul, 14 Eyl\u00fcl (Hibya) – Marba\u015f Menkul De\u011ferler, k\u00fcresel risk i\u015ftah\u0131 ve jeopolitik geli\u015fmelerin etkisiyle piyasalarda temkinli g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kmas\u0131n\u0131 beklerken, y\u00fcksek petrol fiyatlar\u0131n\u0131n enflasyon ve faiz indirim beklentileri \u00fczerinde bask\u0131 olu\u015fturdu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-148858","post","type-post","status-publish","format-standard","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/148858","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=148858"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/148858\/revisions"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=148858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=148858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=148858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"