Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, ge\u00e7en hafta k\u00fcresel piyasalarda jeopolitik geli\u015fmeler g\u00fcndemdeki a\u011f\u0131rl\u0131\u011f\u0131n\u0131 korurken, ABD ile \u0130ran aras\u0131nda diplomasi ihtimalinin yeniden \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc. Diplomasi beklentileri petrol fiyatlar\u0131nda geri \u00e7ekilmeye neden olsa da belirsizliklerin enerji fiyatlar\u0131nda dalgal\u0131 seyrin devam etmesine yol a\u00e7t\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 konusunda ABD\u2019ye iletilen \u015fartlara verilecek cevaba g\u00f6re karar alacaklar\u0131n\u0131 ve \u015fartlar\u0131ndan geri ad\u0131m atmayacaklar\u0131n\u0131 belirtirken, ABD Ba\u015fkan\u0131 Donald Trump ise \u0130ran\u2019\u0131n 7 g\u00fcnl\u00fck ate\u015fkes teklifini reddetmesinin ard\u0131ndan bu hafta \u0130ran y\u00f6netimiyle daha fazla g\u00f6r\u00fc\u015fme yap\u0131lmas\u0131n\u0131 bekledi\u011fini a\u00e7\u0131klad\u0131. ABD-\u0130ran m\u00fczakereleri ve jeopolitik geli\u015fmelerin ba\u015fta petrol olmak \u00fczere enerji fiyatlar\u0131 \u00fczerinde belirleyici olmaya devam edece\u011fi ifade edildi.<\/p>\n
De\u011ferlendirmede, ge\u00e7en hafta ABD\u2019de a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc ekonomik veriler ve Fed \u00fcyelerinin \u015fahin a\u00e7\u0131klamalar\u0131n\u0131n faiz art\u0131r\u0131m beklentilerini g\u00fc\u00e7lendirdi\u011fi, bunun da tahvil faizlerinde y\u00fckseli\u015f ve dolarda de\u011fer kazan\u0131m\u0131 getirdi\u011fi belirtildi. Piyasa fiyatlamalar\u0131nda Fed\u2019in bu y\u0131l bir faiz art\u0131\u015f\u0131 daha yapabilece\u011fi ve 2027 y\u0131l\u0131nda \u00fc\u00e7 faiz art\u0131\u015f\u0131n\u0131n daha ger\u00e7ekle\u015febilece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7lendi\u011fi aktar\u0131ld\u0131. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde Fed\u2019in faiz patikas\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan ABD\u2019de a\u00e7\u0131klanacak makroekonomik veriler ile enerji fiyatlar\u0131n\u0131n seyri izlenecek. \u00d6zellikle istihdam ve enflasyon verilerinin \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131, bu hafta a\u00e7\u0131klanacak istihdam verileri ve cuma g\u00fcn\u00fc yay\u0131mlanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisinin Fed beklentileri ve risk i\u015ftah\u0131 \u00fczerinde etkili olabilece\u011fi belirtildi.<\/p>\n
Euro B\u00f6lgesi taraf\u0131nda, Fed\u2019e y\u00f6nelik faiz art\u0131r\u0131m beklentilerinin g\u00fc\u00e7lenmesiyle k\u00fcresel tahvil faizlerindeki y\u00fckseli\u015f e\u011filiminin risk i\u015ftah\u0131 ve hisse piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu kaydedildi. Avrupa borsalar\u0131n\u0131n g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015flerle tamamlad\u0131\u011f\u0131, ABD-\u0130ran geli\u015fmeleri sonras\u0131nda petrol fiyatlar\u0131n\u0131n haftaya y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131. ABD-\u0130ran diplomasi s\u00fcreci, petrol fiyatlar\u0131 ve k\u00fcresel tahvil faizlerinin piyasalar\u0131n yak\u0131n takibinde olaca\u011f\u0131 belirtilirken, Euro Stoxx 50 vadeli endeksinin cuma g\u00fcn\u00fcn\u00fc s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131 ve Avrupa borsalar\u0131n\u0131n haftaya yataya yak\u0131n hafif al\u0131c\u0131l\u0131 ba\u015flad\u0131\u011f\u0131 ifade edildi. Bug\u00fcn veri ak\u0131\u015f\u0131n\u0131n sakin oldu\u011fu ve Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n konu\u015fmas\u0131n\u0131n izlenece\u011fi bildirildi.<\/p>\n
T\u00fcrkiye ekonomisine ili\u015fkin de\u011ferlendirmede ise Fitch Ratings\u2019in, \u0130ran sava\u015f\u0131n\u0131n etkilerinin T\u00fcrkiye\u2019nin cari a\u00e7\u0131k\/GSYH oran\u0131n\u0131 2025\u2019teki y\u00fczde 1,9 seviyesinden 2026\u2019da y\u00fczde 3\u2019e yak\u0131n bir noktaya ta\u015f\u0131yaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Fitch\u2019in ayr\u0131ca nisan ay\u0131ndan bu yana rezervlerde ya\u015fanan art\u0131\u015f\u0131n kur \u00fczerindeki de\u011fer bask\u0131s\u0131n\u0131 azaltt\u0131\u011f\u0131 de\u011ferlendirmesine yer verildi. T\u00fcrkiye\u2019de yabanc\u0131 ziyaret\u00e7i say\u0131s\u0131n\u0131n a\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 0,3 azalarak 6,9 milyon oldu\u011fu belirtildi.<\/p>\n
BIST 100 Endeksi\u2019nin cuma g\u00fcn\u00fc 12.840 ile 12.996 seviyeleri aras\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 0,09 y\u00fckseli\u015fle 12.899 puandan tamamlad\u0131\u011f\u0131, i\u015flem hacminin 99,6 milyar TL oldu\u011fu aktar\u0131ld\u0131. Kur taraf\u0131nda d\u00fc\u015f\u00fck volatiliteyle s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Euro\/dolar paritesinin cuma g\u00fcn\u00fc 1,1368-1,1411 aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle 1,1391 seviyesinden tamamlad\u0131\u011f\u0131 belirtildi. Fed\u2019e y\u00f6nelik faiz art\u0131r\u0131m beklentilerindeki g\u00fc\u00e7lenmenin ABD tahvil faizleri ve dolarda y\u00fckseli\u015fi destekledi\u011fi, paritenin haftan\u0131n ikinci yar\u0131s\u0131nda zay\u0131f seyretti\u011fi kaydedildi. Dolar Endeksi\u2019nin (DXY) 101,10\u2019lu, paritenin ise 1,1380\u2019li seviyelerde bulundu\u011fu ifade edildi. Paritenin 500 g\u00fcnl\u00fck \u00fcssel ortalama olan 1,1415 seviyesinin alt\u0131nda kalmas\u0131 halinde teknik g\u00f6r\u00fcn\u00fcm\u00fcn zay\u0131f seyretmeye devam edebilece\u011fi belirtildi.<\/p>\n
\u0130ngiliz sterlininin de dolar\u0131n k\u00fcresel \u00e7apta g\u00fc\u00e7lenmesinin etkisiyle 1,33 seviyesinin alt\u0131nda seyretti\u011fi, paritenin cuma g\u00fcn\u00fc 1,3208-1,3263 aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 0,20 y\u00fckseli\u015fle 1,3246 seviyesinden tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
De\u011ferli metaller taraf\u0131nda ise ge\u00e7en hafta sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc, dolar endeksi ve ABD uzun vadeli tahvil faizlerindeki y\u00fckseli\u015fin ons alt\u0131n ve ons g\u00fcm\u00fc\u015f \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi. Y\u00fcksek petrol fiyatlar\u0131n\u0131n k\u00fcresel enflasyon endi\u015felerini art\u0131rd\u0131\u011f\u0131, Fed\u2019in eyl\u00fcl toplant\u0131s\u0131ndaki 25 baz puanl\u0131k faiz art\u0131r\u0131m\u0131n\u0131n ard\u0131ndan y\u0131l\u0131n kalan\u0131nda ek faiz art\u0131\u015f\u0131 beklentilerinin de\u011ferli metallerdeki sat\u0131\u015f bask\u0131s\u0131n\u0131 g\u00fc\u00e7lendirdi\u011fi kaydedildi. ABD Ba\u015fkan\u0131 Trump\u2019\u0131n \u0130ran\u2019\u0131n sundu\u011fu bar\u0131\u015f plan\u0131n\u0131 reddetmesinin ard\u0131ndan petrol fiyatlar\u0131n\u0131n haftaya y\u00fckseli\u015fle, de\u011ferli metallerin ise d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 ifade edildi. Bu hafta ABD istihdam verileri ile petrol fiyatlar\u0131n\u0131n takip edilece\u011fi, bug\u00fcn ise ikincil d\u00fczeyde verilerin izlenece\u011fi bildirildi.<\/p>\n
Petrol fiyatlar\u0131n\u0131n ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fcnde ABD ile \u0130ran aras\u0131nda bar\u0131\u015f sa\u011flanabilece\u011fine y\u00f6nelik beklentilerle geriledi\u011fi belirtildi. \u0130ran Cumhurba\u015fkan\u0131 Mesud Peze\u015fkiyan\u2019\u0131n \u0130ran\u2019\u0131n ABD ile sava\u015f istemedi\u011fini ve m\u00fczakere yoluyla anla\u015fmaya haz\u0131r oldu\u011funu bildirdi\u011fi aktar\u0131ld\u0131. Trump\u2019\u0131n \u0130ran\u2019\u0131n \u00e7at\u0131\u015fmay\u0131 sona erdirmek ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kademeli olarak a\u00e7\u0131lmas\u0131n\u0131 sa\u011flamak amac\u0131yla sundu\u011fu bar\u0131\u015f plan\u0131n\u0131 reddetmesinin ard\u0131ndan petrol fiyatlar\u0131n\u0131n haftaya y\u00fckseli\u015f e\u011filiminde ba\u015flad\u0131\u011f\u0131 ifade edildi. Fiyatlamalarda veri ak\u0131\u015f\u0131ndan ziyade haber ak\u0131\u015f\u0131n\u0131n etkili olmaya devam etti\u011fi, bu nedenle hafta boyunca jeopolitik geli\u015fmelerin takip edilece\u011fi kaydedildi.<\/p>\n
ABD borsalar\u0131nda ise Fed\u2019e y\u00f6nelik faiz art\u0131r\u0131m beklentilerinin g\u00fc\u00e7lenmesi ve tahvil faizlerindeki y\u00fckseli\u015fin dalgal\u0131 seyri beraberinde getirdi\u011fi belirtildi. \u00c7ar\u015famba g\u00fcn\u00fc y\u00fczde 1\u2019in \u00fczerinde gerileyen Nasdaq\u2019\u0131n cuma g\u00fcn\u00fcn\u00fc tepki al\u0131mlar\u0131yla hafif y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131, Nasdaq vadeli i\u015flemlerinin cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,73 y\u00fckseli\u015fle 30.635 puandan kapatt\u0131\u011f\u0131 aktar\u0131ld\u0131. Nasdaq vadelilerinin yeni haftaya sat\u0131c\u0131l\u0131 ba\u015flad\u0131\u011f\u0131 belirtildi. Dow Jones vadeli i\u015flemlerinin ise cuma g\u00fcn\u00fcn\u00fc y\u00fczde 1,07 y\u00fckseli\u015fle 51.826 puandan tamamlad\u0131\u011f\u0131, bu sabah y\u00fczde 0,50 civar\u0131nda sat\u0131c\u0131l\u0131 seyretti\u011fi ifade edildi.<\/p>\n
De\u011ferlendirmede, ABD-\u0130ran m\u00fczakereleri ve jeopolitik geli\u015fmelerin petrol ba\u015fta olmak \u00fczere enerji fiyatlar\u0131 \u00fczerindeki etkisinin yak\u0131ndan izlenece\u011fi, Fed beklentileri ve tahvil faizlerinin seyrinin de k\u00fcresel risk i\u015ftah\u0131 ve piyasalar a\u00e7\u0131s\u0131ndan \u00f6nemini koruyaca\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 28 Eyl\u00fcl (Hibya) – Gedik Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, k\u00fcresel piyasalarda ABD-\u0130ran aras\u0131ndaki diplomasi s\u00fcreci, Fed\u2019e y\u00f6nelik faiz art\u0131r\u0131m beklentileri, tahvil faizleri ve enerji fiyatlar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. T\u00fcrkiye taraf\u0131nda ise BIST 100 Endeksi ve kur hareketlerinin yan\u0131 s\u0131ra cari a\u00e7\u0131k beklentileri takip edildi.<\/p>\n","protected":false},"author":1,"featured_media":157918,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-157917","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/157917","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=157917"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/157917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/157918"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=157917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=157917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=157917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"