Ikon Menkul\u2019\u00fcn analizine g\u00f6re, ABD 10 y\u0131ll\u0131k tahvil faizinin Ekim 2023\u2019ten bu yana ilk kez y\u00fczde 5\u2019in \u00fczerine \u00e7\u0131kmas\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 petrol arz riskleri ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentiler de\u011ferlendirildi.<\/p>\n
Raporda, y\u00fckselen petrol fiyatlar\u0131n\u0131n enflasyon endi\u015felerini art\u0131rmas\u0131 ve ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz art\u0131r\u0131m beklentilerinin g\u00fc\u00e7lenmesiyle ABD 10 y\u0131ll\u0131k Hazine tahvil faizinin y\u00fczde 5 seviyesini a\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
Uzun vadeli faizlerdeki y\u00fckseli\u015fin, \u00f6zellikle teknoloji hisseleri ve faiz getirisi bulunmayan de\u011ferli metaller a\u00e7\u0131s\u0131ndan k\u00fcresel finansal ko\u015fullar\u0131n s\u0131k\u0131la\u015ft\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi.<\/p>\n
Ikon Menkul, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki kesintilerin uzamas\u0131 nedeniyle k\u00fcresel petrol ve yak\u0131t piyasalar\u0131ndaki tamponlar\u0131n \u00f6nemli \u00f6l\u00e7\u00fcde azald\u0131\u011f\u0131na dikkat \u00e7ekti.<\/p>\n
Chevron CEO\u2019su Mike Wirth dahil sekt\u00f6r y\u00f6neticilerinin k\u00fcresel yak\u0131t piyasas\u0131nda kriz riskine ili\u015fkin de\u011ferlendirmelerine yer verilen raporda, Suudi Arabistan\u2019\u0131n alternatif petrol boru hatt\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n yakla\u015f\u0131k g\u00fcnl\u00fck 2,5 milyon varillik ak\u0131\u015f\u0131 devre d\u0131\u015f\u0131 b\u0131rakt\u0131\u011f\u0131 belirtildi.<\/p>\n
Dizel fiyatlar\u0131n\u0131n rekor seviyelere \u00e7\u0131kmas\u0131 ve stoklardaki d\u00fc\u015f\u00fc\u015f\u00fcn petrol fiyatlar\u0131nda risk primini y\u00fcksek tuttu\u011fu kaydedildi.<\/p>\n
Bununla birlikte ABD Enerji Bakan\u0131 Chris Wright\u2019\u0131n, \u0130HA sald\u0131r\u0131lar\u0131 nedeniyle kapat\u0131lan Suudi Arabistan\u2019\u0131n Do\u011fu-Bat\u0131 petrol boru hatt\u0131n\u0131n yak\u0131nda yeniden faaliyete ge\u00e7mesini beklediklerine ili\u015fkin a\u00e7\u0131klamas\u0131na da yer verildi. Yakla\u015f\u0131k g\u00fcnl\u00fck 7 milyon varil kapasiteye sahip hatt\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131n b\u00f6lgedeki fiziki arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131 k\u0131smen hafifletebilece\u011fi de\u011ferlendirildi.<\/p>\n
Raporda, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Rusya ve Ukrayna\u2019n\u0131n kar\u015f\u0131l\u0131kl\u0131 olarak enerji altyap\u0131lar\u0131n\u0131 hedef almama konusunda uzla\u015ft\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 belirtildi. Anla\u015fman\u0131n uygulanmas\u0131 halinde Rus rafinerileri ve Ukrayna enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n azalmas\u0131n\u0131n k\u00fcresel yak\u0131t arz\u0131 \u00fczerindeki bask\u0131y\u0131 hafifletebilece\u011fi ifade edildi.<\/p>\n
Ancak anla\u015fman\u0131n ba\u015flang\u0131\u00e7 tarihi, denetim mekanizmas\u0131 ve kapsam\u0131na ili\u015fkin ayr\u0131nt\u0131lar\u0131n hen\u00fcz a\u00e7\u0131klanmad\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n
Trump\u2019\u0131n \u0130ran ile askeri \u00e7at\u0131\u015fman\u0131n sona ermesi halinde petrol fiyatlar\u0131n\u0131n h\u0131zla gerileyece\u011fini savundu\u011fu ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan petrol ak\u0131\u015f\u0131n\u0131n devam etti\u011fini s\u00f6yledi\u011fi de aktar\u0131ld\u0131. Rapora g\u00f6re bu a\u00e7\u0131klamalar k\u0131sa vadeli arz endi\u015felerini tamamen ortadan kald\u0131rmasa da \u00e7at\u0131\u015fman\u0131n sona erme ihtimalinin g\u00fcndeme gelmesi petrol fiyatlar\u0131ndaki y\u00fckseli\u015fi s\u0131n\u0131rlayabilecek unsurlar aras\u0131nda yer ald\u0131.<\/p>\n
Ikon Menkul, Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) para politikas\u0131na ili\u015fkin beklentilerin de piyasalarda \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti. Goldman Sachs\u2019\u0131n BoJ\u2019un bu haftaki toplant\u0131s\u0131nda faiz art\u0131rmas\u0131n\u0131 neredeyse kesin g\u00f6rd\u00fc\u011f\u00fc, enerji maliyetleri, yapay zeka kaynakl\u0131 talep, zay\u0131f yen ve geni\u015fleyici maliye politikas\u0131 nedeniyle aral\u0131k ay\u0131nda ikinci bir faiz art\u0131\u015f\u0131 ihtimalinin de g\u00fc\u00e7lendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Daha h\u0131zl\u0131 s\u0131k\u0131la\u015fman\u0131n yen \u00fczerinde destekleyici etkide bulunabilece\u011fi, ancak g\u00fc\u00e7l\u00fc yen ve y\u00fckselen Japon tahvil faizlerinin ihracat\u00e7\u0131 \u015firketler ile Nikkei \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi de\u011ferlendirildi.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) 17 Eyl\u00fcl toplant\u0131s\u0131nda politika faizini y\u00fczde 3,75 seviyesinde sabit b\u0131rakmas\u0131n\u0131n beklendi\u011fi belirtilirken, enerji fiyatlar\u0131 ve diren\u00e7li enflasyon nedeniyle bankan\u0131n ileti\u015fiminde \u015fahinle\u015fme riski bulundu\u011fu ifade edildi. Goldman Sachs\u2019\u0131n kas\u0131m ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 bekledi\u011fi, sterlin a\u00e7\u0131s\u0131ndan karar\u0131n yan\u0131 s\u0131ra oylama da\u011f\u0131l\u0131m\u0131 ve gelecek toplant\u0131lara ili\u015fkin mesajlar\u0131n da \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n
\u00c7in\u2019de a\u011fustos ay\u0131 sanayi \u00fcretiminin y\u0131ll\u0131k bazda y\u00fczde 5,2 artt\u0131\u011f\u0131 ve y\u00fczde 4,8\u2019lik beklentiyi a\u015ft\u0131\u011f\u0131 belirtildi. Buna kar\u015f\u0131l\u0131k perakende sat\u0131\u015flar\u0131n yaln\u0131zca y\u00fczde 0,4 b\u00fcy\u00fcd\u00fc\u011f\u00fc, sabit sermaye yat\u0131r\u0131mlar\u0131n\u0131n ise y\u0131l\u0131n ilk sekiz ay\u0131nda y\u00fczde 7,2 geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Ikon Menkul, verilerin ihracat ve teknoloji odakl\u0131 \u00fcretimin \u00c7in ekonomisini desteklemeye devam etti\u011fini, ancak t\u00fcketim, gayrimenkul ve yat\u0131r\u0131mlardaki zay\u0131fl\u0131\u011f\u0131n b\u00fcy\u00fcmenin dengesiz yap\u0131s\u0131n\u0131 korudu\u011funu g\u00f6sterdi\u011fini belirtti.<\/p>\n
\u00c7in D\u0131\u015fi\u015fleri Bakan\u0131 Vang Yi\u2019nin, Avrupa Birli\u011fi\u2019nin korumac\u0131 ticaret politikalar\u0131n\u0131n Avrupa\u2019n\u0131n rekabet\u00e7ili\u011fini art\u0131rmak yerine t\u00fcketici fiyatlar\u0131n\u0131 y\u00fckseltebilece\u011fi ve ye\u015fil d\u00f6n\u00fc\u015f\u00fcm\u00fc yava\u015flatabilece\u011fi y\u00f6n\u00fcndeki de\u011ferlendirmeleri de raporda yer ald\u0131.<\/p>\n
Pekin\u2019in \u00f6zellikle elektrikli ara\u00e7, batarya, g\u00fcne\u015f paneli ve kritik hammaddelerde AB men\u015feli \u00fcr\u00fcnlere avantaj sa\u011flayan d\u00fczenlemelerin \u00c7inli \u015firketlere kar\u015f\u0131 ayr\u0131mc\u0131 oldu\u011fu g\u00f6r\u00fc\u015f\u00fcn\u00fc savundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Ikon Menkul ayr\u0131ca 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde m\u00fc\u015fterilerinin y\u00fczde 38\u2019inin k\u00e2r, y\u00fczde 62\u2019sinin ise zarar etti\u011fini bildirdi.<\/p>\n
<\/strong> \u0130stanbul, 15 Eyl\u00fcl (Hibya) – Ikon Menkul\u2019\u00fcn analizine g\u00f6re, ABD 10 y\u0131ll\u0131k tahvil faizinin Ekim 2023\u2019ten bu yana ilk kez y\u00fczde 5\u2019in \u00fczerine \u00e7\u0131kmas\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 petrol arz riskleri ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentiler de\u011ferlendirildi.<\/p>\n","protected":false},"author":1,"featured_media":149523,"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-149522","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\/149522","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=149522"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/149522\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/149523"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=149522"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=149522"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=149522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"