Trive Yat\u0131r\u0131m\u2019\u0131n G\u00fcn\u00fcn Piyasa Haritas\u0131 de\u011ferlendirmesine g\u00f6re k\u00fcresel piyasalarda yeni haftan\u0131n ana fiyatlama ekseni, ABD-\u0130ran sava\u015f\u0131nda diplomasi ihtimalinin yeniden g\u00fcndeme gelmesi ile sahadaki askeri t\u0131rmanma riskinin devam etmesi \u00fczerinden \u015fekilleniyor. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran Cumhurba\u015fkan\u0131 Mesud Peze\u015fkiyan ile Birle\u015fmi\u015f Milletler Genel Kurulu s\u0131ras\u0131nda g\u00f6r\u00fc\u015fmeye a\u00e7\u0131k oldu\u011funu belirtmesi ve Peze\u015fkiyan ile D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i\u2019nin New York\u2019a kat\u0131l\u0131m\u0131 i\u00e7in gerekli vizelerin verilmesi siyasi temas ihtimalini g\u00fc\u00e7lendiren geli\u015fmeler olarak de\u011ferlendirildi.<\/p>\n
Buna kar\u015f\u0131l\u0131k \u0130ran Silahl\u0131 Kuvvetleri\u2019nin ABD\u2019nin yeni bir sald\u0131r\u0131ya haz\u0131rland\u0131\u011f\u0131na ili\u015fkin bilgi ald\u0131klar\u0131n\u0131 a\u00e7\u0131klamas\u0131 ve b\u00f6yle bir durumda b\u00f6lgedeki ABD unsurlar\u0131n\u0131n hedef al\u0131naca\u011f\u0131n\u0131 duyurmas\u0131, askeri riskin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti. Trive Yat\u0131r\u0131m, mevcut tablonun do\u011frudan bir ate\u015fkesten ziyade taraflar\u0131n askeri cayd\u0131r\u0131c\u0131l\u0131\u011f\u0131 korurken m\u00fczakere alan\u0131 a\u00e7maya \u00e7al\u0131\u015ft\u0131\u011f\u0131 k\u0131r\u0131lgan bir dengeye i\u015faret etti\u011fini belirtti.<\/p>\n
Petrol piyasalar\u0131nda Brent petrol\u00fcn pazartesi sabah\u0131 y\u00fczde 2,08 gerileyerek 101,71 dolara, WTI’\u0131n ise y\u00fczde 2,14 d\u00fc\u015f\u00fc\u015fle 98,15 dolara geldi\u011fi ve her iki kontrat\u0131n da 10 Eyl\u00fcl’den bu yana en d\u00fc\u015f\u00fck seviyelerini g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Diplomasi beklentisinin yan\u0131 s\u0131ra Suudi Arabistan’\u0131n sevkiyatlar\u0131ndaki k\u0131smi toparlanman\u0131n petrol \u00fczerindeki risk primini azaltt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bununla birlikte fiziksel arz sorunlar\u0131n\u0131n tamamen \u00e7\u00f6z\u00fclmedi\u011fi, \u0130ran sava\u015f\u0131 nedeniyle Orta Do\u011fu’dan g\u00fcnl\u00fck ortalama 770 bin varillik petrol arz kayb\u0131 ya\u015fand\u0131\u011f\u0131n\u0131n hesapland\u0131\u011f\u0131 ve \u00f6zellikle dizel ile di\u011fer petrol \u00fcr\u00fcnlerindeki k\u0131s\u0131tlar\u0131n ham petrole k\u0131yasla daha belirgin oldu\u011fu belirtildi. Petrol fiyatlar\u0131ndaki geri \u00e7ekilmenin enerji \u015fokunun sona ermesinden ziyade piyasan\u0131n diplomasi ihtimaline ve alternatif arz kanallar\u0131na yeniden a\u011f\u0131rl\u0131k vermesini yans\u0131tt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Petroldeki d\u00fc\u015f\u00fc\u015f\u00fc kal\u0131c\u0131 bir normalle\u015fme olarak de\u011ferlendirmek i\u00e7in erken oldu\u011fu belirtilirken, \u0130ran’\u0131n yeni sald\u0131r\u0131 uyar\u0131s\u0131n\u0131n H\u00fcrm\u00fcz \u00e7evresindeki askeri riskin yeniden y\u00fckselme ihtimalini ortaya koydu\u011fu aktar\u0131ld\u0131. ABD ile \u0130ran aras\u0131nda somut bir m\u00fczakere s\u00fcrecinin ba\u015flamas\u0131 ve Suudi sevkiyatlar\u0131ndaki toparlanman\u0131n devam etmesi halinde enerji risk priminin gerileyebilece\u011fi, yeni bir ABD sald\u0131r\u0131s\u0131 veya \u0130ran misillemesinin ise petrol fiyatlar\u0131ndaki son rahatlamay\u0131 tersine \u00e7evirebilece\u011fi ifade edildi.<\/p>\n
ABD’de perakende motorin fiyat\u0131n\u0131n galon ba\u015f\u0131na 6,50 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n, Orta Do\u011fu kaynakl\u0131 enerji \u015fokunun ham petrol\u00fcn yan\u0131 s\u0131ra nihai yak\u0131t fiyatlar\u0131nda da hissedildi\u011fini g\u00f6sterdi\u011fi belirtildi. Motorin fiyatlar\u0131ndaki y\u00fckseli\u015fin ta\u015f\u0131mac\u0131l\u0131k, lojistik ve sanayi maliyetleri \u00fczerinden daha geni\u015f bir maliyet zincirine yay\u0131labilece\u011fi, bu durumun ABD Merkez Bankas\u0131’n\u0131n enflasyonla m\u00fccadele alan\u0131n\u0131 daraltabilece\u011fi de\u011ferlendirildi.<\/p>\n
QatarEnergy CEO’su ve Katar Enerji Bakan\u0131 Saad Al-Kaabi’nin, ABD Hazine Bakan\u0131 Scott Bessent’in H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n birka\u00e7 y\u0131l i\u00e7inde alternatif boru hatlar\u0131 nedeniyle stratejik \u00f6nemini kaybedebilece\u011fi y\u00f6n\u00fcndeki yakla\u015f\u0131m\u0131na kar\u015f\u0131 \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131. Al-Kaabi’nin H\u00fcrm\u00fcz’\u00fcn petrol ve LNG ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131n yan\u0131 s\u0131ra Katar, Kuveyt, Bahreyn, Irak ve \u0130ran’\u0131n ticaret ak\u0131\u015flar\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemini korudu\u011funu belirtti\u011fi ifade edildi. QatarEnergy’nin LNG ihracat\u0131n\u0131n bo\u011faza y\u00fcksek d\u00fczeyde ba\u011f\u0131ml\u0131 oldu\u011fu da kaydedildi.<\/p>\n
ABD-\u00c7in ili\u015fkilerinde ise ABD Hazine Bakan\u0131 Scott Bessent ile \u00c7in Ba\u015fbakan Yard\u0131mc\u0131s\u0131 H\u0131 Lif\u0131ng ba\u015fkanl\u0131\u011f\u0131ndaki ekonomi heyetlerinin New York’ta ticaret ve yapay zeka ba\u015fl\u0131klar\u0131n\u0131 g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fc belirtildi. Taraflar\u0131n yeniden bir araya gelme konusunda mutab\u0131k kald\u0131\u011f\u0131, Washington’\u0131n yapay zeka alan\u0131nda iki \u00fclke aras\u0131nda bir bildirim mekanizmas\u0131 kurulmas\u0131n\u0131 \u00f6nerdi\u011fi aktar\u0131ld\u0131. Ticaret taraf\u0131nda enerji, tar\u0131m, t\u0131bbi cihazlar, t\u00fcketim mallar\u0131 ve d\u00fc\u015f\u00fck teknolojili \u00fcr\u00fcnler gibi alanlarda ili\u015fkilerin dengelenmesine y\u00f6nelik \u00e7al\u0131\u015fmalar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Bank of America’n\u0131n Fed’in eyl\u00fcl ay\u0131ndaki 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n ard\u0131ndan s\u0131k\u0131la\u015ft\u0131rma d\u00f6ng\u00fcs\u00fcn\u00fcn tamamlanmad\u0131\u011f\u0131n\u0131 ve 2026 i\u00e7inde iki ek faiz art\u0131\u015f\u0131 daha gelebilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131ld\u0131. Kurumun g\u00fc\u00e7l\u00fc ekonomik aktivite ve yakla\u015f\u0131k y\u00fczde 3,4 seviyesindeki yap\u0131\u015fkan enflasyonu beklentisinin gerek\u00e7eleri aras\u0131nda g\u00f6sterdi\u011fi, temel senaryoda ek art\u0131\u015flarla politika faizinin y\u00fczde 4,25-4,50 aral\u0131\u011f\u0131na ta\u015f\u0131nabilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc belirtildi. Daha kal\u0131c\u0131 enflasyon bask\u0131s\u0131 halinde ise piyasan\u0131n y\u00fczde 5 ve \u00fczerindeki faiz senaryolar\u0131n\u0131 yeniden de\u011ferlendirebilece\u011fi kaydedildi.<\/p>\n
Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari’nin ABD’de enflasyonun yaln\u0131zca petrol ve g\u0131da fiyatlar\u0131yla a\u00e7\u0131klanamayaca\u011f\u0131n\u0131, fiyat bask\u0131lar\u0131n\u0131n ekonominin geni\u015f b\u00f6l\u00fcm\u00fcne yay\u0131ld\u0131\u011f\u0131n\u0131 belirtti\u011fi aktar\u0131ld\u0131. Kashkari’nin enerji ve g\u0131da d\u0131\u015f\u0131ndaki enflasyonun da y\u00fcksek kald\u0131\u011f\u0131n\u0131 ifade etti\u011fi ve ge\u00e7en haftaki 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 destekledi\u011fi kaydedildi. Fed’in g\u00f6revinin enflasyonu y\u00fczde 2 hedefine geri getirmek oldu\u011funu belirten Kashkari’nin, para politikas\u0131n\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 a\u00e7amayaca\u011f\u0131n\u0131 veya petrol fiyatlar\u0131n\u0131 do\u011frudan d\u00fc\u015f\u00fcremeyece\u011fini vurgulad\u0131\u011f\u0131 belirtildi.<\/p>\n
Goldman Sachs’\u0131n Basra K\u00f6rfezi’nden LNG ihracat\u0131n\u0131n k\u0131\u015f d\u00f6neminde anlaml\u0131 bi\u00e7imde toparlanmamas\u0131 halinde Avrupa’n\u0131n g\u00f6sterge TTF kontrat\u0131n\u0131n y\u0131l sonuna kadar megavatsaat ba\u015f\u0131na 105 euroya, Asya JKM fiyat\u0131n\u0131n ise milyon \u0130ngiliz \u0131s\u0131 birimi ba\u015f\u0131na 35 dolara kadar \u00e7\u0131kabilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Bankan\u0131n baz senaryosunda H\u00fcrm\u00fcz \u00fczerinden LNG ak\u0131\u015f\u0131n\u0131n kademeli olarak toparlanmas\u0131yla TTF’nin yakla\u015f\u0131k 70 euro seviyesinde kalmas\u0131n\u0131n beklendi\u011fi belirtildi. Y\u00fcksek gaz fiyatlar\u0131n\u0131n \u00f6zellikle enerji yo\u011fun sanayi sekt\u00f6rlerinde talep kayb\u0131na yol a\u00e7abilece\u011fi de\u011ferlendirildi.<\/p>\n
T\u00fcrkiye taraf\u0131nda ise Sermaye Piyasas\u0131 Kurulu’nun tasfiye kapsam\u0131ndaki 131 yat\u0131r\u0131m fonu i\u00e7in daha \u00f6nce \u00fc\u00e7 ay olarak belirlenen azami tasfiye s\u00fcresini alt\u0131 aya \u00e7\u0131kard\u0131\u011f\u0131 belirtildi. Fonlar\u0131n portf\u00f6y yap\u0131lar\u0131 ve mevcut piyasa ko\u015fullar\u0131n\u0131n dikkate al\u0131nd\u0131\u011f\u0131 kararda, tasfiye s\u00fcrecini y\u00fcr\u00fctmek \u00fczere T\u00fcrkiye \u0130\u015f Bankas\u0131 ve Ziraat Bankas\u0131’n\u0131n yetkilendirildi\u011fi aktar\u0131ld\u0131. S\u00fcrenin uzat\u0131lmas\u0131n\u0131n portf\u00f6y varl\u0131klar\u0131n\u0131n k\u0131sa s\u00fcrede zorunlu olarak nakde \u00e7evrilmesi ihtiyac\u0131n\u0131 azaltarak Borsa \u0130stanbul \u00fczerindeki potansiyel sat\u0131\u015f bask\u0131s\u0131n\u0131n daha uzun bir d\u00f6neme yay\u0131lmas\u0131na imkan sa\u011flayabilece\u011fi ifade edildi.<\/p>\n
\u0130stanbul Cumhuriyet Ba\u015fsavc\u0131l\u0131\u011f\u0131’n\u0131n sermaye piyasas\u0131 i\u015flemlerine ili\u015fkin y\u00fcr\u00fctt\u00fc\u011f\u00fc soru\u015fturma kapsam\u0131nda Mali Su\u00e7lar\u0131 Ara\u015ft\u0131rma Kurulu’ndan \u015firketlerle ilgili verilerin talep edildi\u011fi aktar\u0131ld\u0131. \u0130nceleme kapsam\u0131nda 2024’ten bu yana yurt d\u0131\u015f\u0131na ger\u00e7ekle\u015ftirilen para ve kripto varl\u0131k transferleri ile para giri\u015f \u00e7\u0131k\u0131\u015flar\u0131n\u0131n ara\u015ft\u0131r\u0131lmas\u0131n\u0131n istendi\u011fi, y\u00f6neticilerin birinci derece yak\u0131nlar\u0131n\u0131n hesap hareketlerinin de kapsama al\u0131nd\u0131\u011f\u0131 belirtildi.<\/p>\n
Goldman Sachs’\u0131n T\u00fcrkiye i\u00e7in 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 27,5’ten y\u00fczde 29’a y\u00fckseltti\u011fi kaydedildi. Y\u00fcksek enerji fiyatlar\u0131 ile T\u00fcrk liras\u0131ndaki de\u011fer kayb\u0131n\u0131n ba\u015fl\u0131ca yukar\u0131 y\u00f6nl\u00fc riskler olarak g\u00f6sterildi\u011fi, enerji fiyatlar\u0131ndaki belirsizlik ve kur hareketlerinin faizlerin daha uzun s\u00fcre y\u00fcksek tutulmas\u0131n\u0131 gerektirebilece\u011finin de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Goldman Sachs’\u0131n tahmininde TL’nin dolar kar\u015f\u0131s\u0131nda y\u0131ll\u0131k bazda y\u00fczde 20’li seviyelerin ortalar\u0131nda de\u011fer kaybetmesinin, cari a\u00e7\u0131\u011f\u0131n ise 2026’da GSYH’nin y\u00fczde 3,5’ine, yakla\u015f\u0131k 60 milyar dolara ula\u015fmas\u0131n\u0131n beklendi\u011fi belirtildi.<\/p>\n
Trive Yat\u0131r\u0131m, yeni haftada ABD-\u0130ran hatt\u0131ndaki diplomasi ihtimalinin petrol fiyatlar\u0131 \u00fczerindeki risk primini azaltmas\u0131na kar\u015f\u0131n, \u0130ran’\u0131n yeni sald\u0131r\u0131 uyar\u0131s\u0131n\u0131n askeri t\u0131rmanma riskini g\u00fcndemde tuttu\u011funu belirtti. ABD’de motorin fiyatlar\u0131ndaki y\u00fckseli\u015f ve enflasyonun geni\u015f tabanl\u0131 seyrinin Fed’in s\u0131k\u0131 para politikas\u0131 beklentilerini destekledi\u011fi, H\u00fcrm\u00fcz riskinin ise petrol\u00fcn yan\u0131 s\u0131ra LNG piyasas\u0131na da yans\u0131d\u0131\u011f\u0131 ifade edildi. T\u00fcrkiye taraf\u0131nda SPK’n\u0131n fon tasfiye s\u00fcresini uzatmas\u0131n\u0131n sat\u0131\u015f bask\u0131s\u0131n\u0131 zamana yayabilece\u011fi, MASAK incelemesinin ise fon sekt\u00f6r\u00fcndeki belirsizli\u011fi korudu\u011fu aktar\u0131ld\u0131.<\/p>\n
<\/strong> Trive Yat\u0131r\u0131m, yeni haftada k\u00fcresel piyasalarda ABD-\u0130ran hatt\u0131ndaki diplomasi ihtimali ile askeri t\u0131rmanma riskinin ayn\u0131 anda fiyatland\u0131\u011f\u0131n\u0131, petrol ve enerji piyasalar\u0131n\u0131n geli\u015fmelerin oda\u011f\u0131nda bulundu\u011funu belirtti.<\/p>\n","protected":false},"author":1,"featured_media":153282,"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-153281","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\/153281","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=153281"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/153281\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/153282"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=153281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=153281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=153281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"