{"id":156480,"date":"2026-09-25T09:00:07","date_gmt":"2026-09-25T06:00:07","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/25\/hurmuz-gorusmeleri-izlenirken-petrol-ve-tahvil-faizleri-yuksek-seyrediyor"},"modified":"2026-09-25T09:00:07","modified_gmt":"2026-09-25T06:00:07","slug":"hurmuz-gorusmeleri-izlenirken-petrol-ve-tahvil-faizleri-yuksek-seyrediyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/25\/hurmuz-gorusmeleri-izlenirken-petrol-ve-tahvil-faizleri-yuksek-seyrediyor\/","title":{"rendered":"H\u00fcrm\u00fcz g\u00f6r\u00fc\u015fmeleri izlenirken petrol ve tahvil faizleri y\u00fcksek seyrediyor"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m\u2019\u0131n analizinde konuya yak\u0131n kaynaklara dayanan haberlere g\u00f6re g\u00f6r\u00fc\u015f\u00fclen form\u00fcl\u00fcn ilk ad\u0131m\u0131n\u0131n, ABD&#8217;nin \u0130ran limanlar\u0131na uygulad\u0131\u011f\u0131 ablukay\u0131 kald\u0131rmas\u0131 kar\u015f\u0131l\u0131\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n gemi trafi\u011fine a\u00e7\u0131lmas\u0131 oldu\u011fu, dondurulmu\u015f varl\u0131klara eri\u015fimin de masada bulundu\u011fu belirtildi. Ayn\u0131 g\u00fcn Suudi Arabistan&#8217;\u0131n Taif ve Yanbu&#8217;yu hedef alan alt\u0131 balistik f\u00fczeyi \u00f6nledi\u011fini a\u00e7\u0131klad\u0131\u011f\u0131, sald\u0131r\u0131lar\u0131 Husilerin \u00fcstlendi\u011fi a\u00e7\u0131kland\u0131.<\/p>\n<p>Faiz cephesinde ise New York Fed Ba\u015fkan\u0131 John Williams&#8217;\u0131n y\u0131l sonuna kadar bir art\u0131r\u0131m daha beklemenin makul oldu\u011funu s\u00f6yledi\u011fi, Philadelphia Fed Ba\u015fkan\u0131 Anna Paulson ile Cleveland Fed Ba\u015fkan\u0131 Beth Hammack&#8217;\u0131n da enflasyon risklerinin yukar\u0131 y\u00f6nl\u00fc oldu\u011funu vurgulad\u0131\u011f\u0131 belirtildi. ABD 30 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,48&#8217;e \u00e7\u0131karak 2004&#8217;ten bu yana en y\u00fcksek seviyeyi g\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p>Bu g\u00f6r\u00fcn\u00fcmde diplomasi ba\u015fl\u0131klar\u0131n\u0131n petrol\u00fcn risk primini k\u0131sa s\u00fcreli geri \u00e7ekebildi\u011fi, petrol ve faizin birlikte y\u00fcksek kalmas\u0131n\u0131n ise alt\u0131ndan teknoloji hisselerine ve geli\u015fen piyasalara kadar geni\u015f bir varl\u0131k grubunda iskonto oran\u0131n\u0131 y\u00fcksek tuttu\u011fu ifade edildi.<\/p>\n<p>\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Arak\u00e7i&#8217;nin, H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n yedi g\u00fcn i\u00e7inde a\u00e7\u0131labilmesini Haziran&#8217;daki \u0130slamabad mutabakat\u0131na d\u00f6n\u00fclmesine, ablukan\u0131n kald\u0131r\u0131lmas\u0131na, dondurulmu\u015f varl\u0131klar\u0131n serbest b\u0131rak\u0131lmas\u0131na, petrol ihracat\u0131ndaki yapt\u0131r\u0131m muafiyetinin yeniden i\u015fletilmesine ve \u0130srail&#8217;in g\u00fcney L\u00fcbnan&#8217;daki operasyonlar\u0131n\u0131n sona ermesine ba\u011flad\u0131\u011f\u0131 aktar\u0131ld\u0131. Arak\u00e7i&#8217;nin Washington&#8217;\u0131n yan\u0131t\u0131n\u0131 beklemek \u00fczere hafta sonunu New York&#8217;ta ge\u00e7irece\u011fi belirtildi.<\/p>\n<p>G\u00f6r\u00fc\u015f\u00fclen form\u00fcl\u00fcn piyasa a\u00e7\u0131s\u0131ndan \u00f6neminin ad\u0131mlar\u0131n hangi s\u0131rayla at\u0131laca\u011f\u0131nda yatt\u0131\u011f\u0131 kaydedildi. Haberlere g\u00f6re \u0130ran&#8217;\u0131n ge\u00e7i\u015f \u00fccretleri konusunda esneklik g\u00f6sterdi\u011fi ancak bo\u011faz \u00fczerindeki denetim talebinden vazge\u00e7medi\u011fi, K\u00f6rfez \u00fclkelerinin ise bu denetime kar\u015f\u0131 \u00e7\u0131kt\u0131\u011f\u0131 bildirildi. D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131 S\u00f6zc\u00fcs\u00fc \u0130smail Bekayi&#8217;nin s\u0131ralad\u0131\u011f\u0131 talepler aras\u0131nda Umman ile var\u0131lan ge\u00e7i\u015f d\u00fczenlemesinin kabul edilmesinin de bulundu\u011fu, bunun Tahran&#8217;\u0131n bo\u011faz\u0131 kendi y\u00f6netti\u011fi bir ge\u00e7i\u015f rejimiyle birlikte a\u00e7may\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcne i\u015faret etti\u011fi belirtildi.<\/p>\n<p>Taraflar\u0131n ellerindeki kozu ilk b\u0131rakan olmak istemedi\u011fi, bu durumun a\u015famal\u0131 bir anla\u015fman\u0131n ilk halkas\u0131n\u0131 da zorla\u015ft\u0131rd\u0131\u011f\u0131 ifade edildi. Washington&#8217;\u0131n \u0130ran u\u00e7u\u015flar\u0131na hizmet veren \u00fclke ve \u015firketlere y\u00f6nelik ikincil yapt\u0131r\u0131mlar\u0131n\u0131n da bu hafta devreye girdi\u011fi kaydedildi.<\/p>\n<p>\u00d6nceki seans\u0131 hareketlendiren unsurun K\u0131z\u0131ldeniz taraf\u0131ndaki arz g\u00fcvenli\u011fi oldu\u011fu belirtildi. Do\u011fu-Bat\u0131 boru hatt\u0131n\u0131n ucundaki Yanbu&#8217;nun Suudi ham petrol\u00fcn\u00fcn H\u00fcrm\u00fcz&#8217;e alternatif ihracat \u00e7\u0131k\u0131\u015f\u0131 olmas\u0131 nedeniyle Husi f\u00fczelerinin bu hatt\u0131 hedef almas\u0131n\u0131n do\u011frudan arz primine d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n<p>Yanbu&#8217;dan y\u00fcklemelerin bas\u0131n\u00e7 testleri nedeniyle hen\u00fcz tam olarak ba\u015flamad\u0131\u011f\u0131 ve hatt\u0131n tam kapasiteye d\u00f6nmesinin haftalar alabilece\u011fi bildirildi. Rusya&#8217;da ise Perm rafinerisinin Ukrayna&#8217;ya ait insans\u0131z hava ara\u00e7lar\u0131yla vuruldu\u011funa dair haberler bulundu\u011fu, ancak resmi bir do\u011frulama olmad\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>Rafinaj kapasitesindeki her yeni kayb\u0131n dizel arz\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 art\u0131rd\u0131\u011f\u0131 belirtilirken, ham petroldeki geri \u00e7ekilmelerin \u00fcr\u00fcn fiyatlar\u0131na ayn\u0131 h\u0131zla yans\u0131mas\u0131n\u0131n beklenmedi\u011fi ifade edildi. Brent petrol\u00fcn son bir ayda y\u00fczde 21,6 dolay\u0131nda de\u011fer kazanmas\u0131n\u0131n, piyasan\u0131n diplomasi ba\u015fl\u0131klar\u0131na ra\u011fmen arz kayb\u0131n\u0131 fiyatlamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Bu sabah TS\u0130 07.55 itibar\u0131yla Brent petrol y\u00fczde 0,86 d\u00fc\u015f\u00fc\u015fle 105,68 dolardan, WTI y\u00fczde 1,61 kay\u0131pla 93,09 dolardan, ons alt\u0131n ise 4.270 dolardan i\u015flem g\u00f6r\u00fcyor. ABD endeks vadeli kontratlar\u0131n\u0131n yatay seyretti\u011fi, Tokyo&#8217;da Nikkei&#8217;nin \u00e7ip hisselerinin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde \u00f6\u011fle aras\u0131na y\u00fczde 1,2 y\u00fckseli\u015fle girdi\u011fi belirtildi. \u00c7in, G\u00fcney Kore ve Tayvan borsalar\u0131n\u0131n ise tatil nedeniyle kapal\u0131 oldu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>H\u00fcrm\u00fcz i\u00e7in g\u00f6r\u00fc\u015f\u00fclen a\u015famal\u0131 form\u00fclde ad\u0131mlar\u0131n s\u0131ralamas\u0131 ve bo\u011faz\u0131n denetiminin hen\u00fcz \u00e7\u00f6z\u00fclmedi\u011fi kaydedildi. Diplomasi ba\u015fl\u0131klar\u0131n\u0131n petrol\u00fcn risk primini k\u0131sa s\u00fcreli geri \u00e7ekebildi\u011fi, Husilerin Yanbu&#8217;yu hedef alan f\u00fczeleri ve rafinaj kay\u0131plar\u0131n\u0131n ise Brent&#8217;i 105 dolar\u0131n \u00fczerinde tutan arz riskini canl\u0131 tuttu\u011fu ifade edildi.<\/p>\n<p>Yurt i\u00e7inde BIST 100 endeksinin y\u00fczde 2,74 kay\u0131pla g\u00fcn\u00fc dip seviyeden kapatt\u0131\u011f\u0131 belirtilirken, tutuklu say\u0131s\u0131n\u0131n 34&#8217;e \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. \u0130zlenecek konunun ise 131 fonun \u00f6deme takvimi ile portf\u00f6y sat\u0131\u015f y\u00f6nteminin arz bask\u0131s\u0131n\u0131 ne \u00f6l\u00e7\u00fcde s\u0131n\u0131rlayaca\u011f\u0131 oldu\u011fu kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 25 Eyl\u00fcl (Hibya) \u2013 Trive Yat\u0131r\u0131m, ABD ile \u0130ran&#8217;\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131 a\u015famal\u0131 olarak yeniden a\u00e7acak bir d\u00fczenlemeyi g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcne ili\u015fkin haberlerin petrol fiyatlar\u0131nda k\u0131sa s\u00fcreli geri \u00e7ekilmeye neden oldu\u011funu, ancak petrol\u00fcn g\u00fcn\u00fc yine y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":156481,"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-156480","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\/156480","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=156480"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/156480\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/156481"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=156480"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=156480"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=156480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}