{"id":159314,"date":"2026-09-30T11:15:18","date_gmt":"2026-09-30T08:15:18","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/30\/piyasalarda-abd-iran-diplomasisi-ve-fed-beklentileri-izleniyor"},"modified":"2026-09-30T11:15:18","modified_gmt":"2026-09-30T08:15:18","slug":"piyasalarda-abd-iran-diplomasisi-ve-fed-beklentileri-izleniyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/30\/piyasalarda-abd-iran-diplomasisi-ve-fed-beklentileri-izleniyor\/","title":{"rendered":"Piyasalarda ABD-\u0130ran diplomasisi ve Fed beklentileri izleniyor"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m\u2019\u0131n analizinde, k\u00fcresel piyasalarda ABD-\u0130ran aras\u0131ndaki diplomasi s\u00fcreci, petrol fiyatlar\u0131, ABD tahvil faizleri ve Fed\u2019e y\u00f6nelik faiz beklentilerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n<p>ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmelerin Katar\u2019\u0131n arabuluculu\u011funda s\u00fcrd\u00fc\u011f\u00fc ve taraflar\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 ile ilgili farkl\u0131 ko\u015fullar\u0131 ele ald\u0131\u011f\u0131 bildiriliyor. Reuters\u2019\u0131n 30 Eyl\u00fcl tarihli haberine g\u00f6re, \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Araqchi\u2019ye ABD\u2019nin yedi g\u00fcnl\u00fck g\u00fcven art\u0131r\u0131c\u0131 planla ilgili geri bildirimi Katar arac\u0131l\u0131\u011f\u0131yla iletildi.\u00a0<\/p>\n<p>Gedik Yat\u0131r\u0131m de\u011ferlendirmesinde, ABD-\u0130ran aras\u0131ndaki geli\u015fmelerin \u00f6zellikle petrol ve enerji fiyatlar\u0131 \u00fczerinde belirleyici olmaya devam etti\u011fi ifade edildi. Jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra ABD tahvil faizlerindeki y\u00fckseli\u015f e\u011filiminin k\u00fcresel hisse ve emtia piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n<p>B\u00fcltende, ABD\u2019de a\u00e7\u0131klanacak ADP \u00f6zel sekt\u00f6r istihdam de\u011fi\u015fimi ile cuma g\u00fcn\u00fc a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisinin Fed\u2019e y\u00f6nelik beklentiler ve tahvil faizlerinin seyri a\u00e7\u0131s\u0131ndan yak\u0131ndan takip edilece\u011fi belirtildi. \u00c7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) verisinin de piyasalar\u0131n g\u00fcndeminde olaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Gedik Yat\u0131r\u0131m, New York Fed Ba\u015fkan\u0131 John Williams\u2019\u0131n enflasyonu kontrol alt\u0131na almak amac\u0131yla y\u0131l sonuna do\u011fru bir faiz art\u0131\u015f\u0131n\u0131n uygun olabilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131na da dikkat \u00e7ekti. ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,25, 30 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 5,57 seviyelerinde bulundu\u011fu belirtildi.<\/p>\n<p>Euro B\u00f6lgesi taraf\u0131nda k\u00fcresel tahvil faizlerindeki y\u00fckseli\u015fin risk i\u015ftah\u0131 ve hisse piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi. Avrupa Merkez Bankas\u0131 \u00fcyelerinden gelen a\u00e7\u0131klamalarda temkinli ve \u015fahin duru\u015fun genel olarak korundu\u011fu belirtilirken, Euro Stoxx 50 vadeli endeksinin \u00f6nceki g\u00fcn\u00fc yatay tamamlad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Bug\u00fcn Almanya\u2019da a\u00e7\u0131klanacak eyl\u00fcl ay\u0131 \u00f6nc\u00fc T\u00dcFE verisinin takip edilece\u011fi kaydedildi.<\/p>\n<p>T\u00fcrkiye piyasalar\u0131nda ise ekonomik g\u00fcven endeksinin eyl\u00fcl ay\u0131nda 0,7 puan artarak 101,30 seviyesine y\u00fckseldi\u011fi belirtildi. Bug\u00fcn a\u00e7\u0131klanacak i\u015fsizlik oran\u0131 ve d\u0131\u015f ticaret dengesi verilerinin takip edilece\u011fi ifade edildi.<\/p>\n<p>Gedik Yat\u0131r\u0131m verilerine g\u00f6re BIST 100 Endeksi, d\u00fcn 12.281-12.547 puan aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 2,40 d\u00fc\u015f\u00fc\u015fle 12.290 puandan tamamlad\u0131.<\/p>\n<p>Euro\/dolar paritesi, 1,1312-1,1379 aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 0,26 d\u00fc\u015f\u00fc\u015fle 1,1341 seviyesinden tamamlad\u0131. Gedik Yat\u0131r\u0131m, paritede 1,1415 seviyesindeki 500 g\u00fcnl\u00fck \u00fcssel ortalaman\u0131n teknik a\u00e7\u0131dan takip edildi\u011fini belirtti.<\/p>\n<p>Sterlin\/dolar paritesi ise 1,3202-1,3259 aral\u0131\u011f\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 0,18 d\u00fc\u015f\u00fc\u015fle 1,3231 seviyesinden tamamlad\u0131.<\/p>\n<p>B\u00fcltende, ABD\u2019de uzun vadeli tahvil faizleri ve dolar endeksindeki y\u00fckseli\u015fin de\u011ferli metaller \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi. Ons alt\u0131nda d\u00fcn tepki y\u00fckseli\u015fleri g\u00f6r\u00fcl\u00fcrken, Fed\u2019in y\u0131l\u0131n geri kalan\u0131nda ek faiz art\u0131\u015f\u0131na gidebilece\u011fine ili\u015fkin beklentilerin fiyatlamalarda etkili oldu\u011fu kaydedildi.<\/p>\n<p>Ons alt\u0131n i\u00e7in g\u00fcn i\u00e7i destek seviyeleri 4.134, 4.088 ve 4.063; diren\u00e7 seviyeleri ise 4.206, 4.231 ve 4.278 olarak s\u0131raland\u0131.<\/p>\n<p>G\u00fcm\u00fc\u015fte destek seviyeleri 60,65, 59,95 ve 59,42; diren\u00e7 seviyeleri 61,87, 62,30 ve 63,10 olarak a\u00e7\u0131kland\u0131.<\/p>\n<p>Brent petrol\u00fcn d\u00fcn d\u00fczeltme e\u011filiminde hareket etti\u011fi belirtilen de\u011ferlendirmede, ABD-\u0130ran aras\u0131ndaki diplomatik giri\u015fimlerin yan\u0131 s\u0131ra Rusya-Ukrayna hatt\u0131ndaki geli\u015fmelerin de enerji piyasalar\u0131nda takip edildi\u011fi ifade edildi.<\/p>\n<p>Gedik Yat\u0131r\u0131m, 4 Ekim\u2019de ger\u00e7ekle\u015ftirilecek OPEC+ toplant\u0131s\u0131ndan \u00e7\u0131kacak kararlar\u0131n da petrol fiyatlar\u0131 a\u00e7\u0131s\u0131ndan izlenece\u011fini belirtti. Brent petrol i\u00e7in g\u00fcn i\u00e7i destek seviyeleri 94,00, 92,36 ve 89,23; diren\u00e7 seviyeleri 97,13, 98,77 ve 101,90 olarak verildi.<\/p>\n<p>ABD borsalar\u0131nda tahvil faizlerindeki y\u00fckseli\u015f e\u011filiminin risk i\u015ftah\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtilirken, istihdam verileri ve ABD-\u0130ran kaynakl\u0131 haber ak\u0131\u015f\u0131n\u0131n takip edilece\u011fi kaydedildi.<\/p>\n<p>Nasdaq vadeli i\u015flemleri g\u00fcn\u00fc y\u00fczde 0,46 y\u00fckseli\u015fle 30.439 puandan tamamlarken, Dow Jones vadeli i\u015flemleri 51.499 puandan yatay kapand\u0131. Gedik Yat\u0131r\u0131m, g\u00fcn i\u00e7inde Nasdaq ve Dow Jones vadeli endekslerinde belirlenen destek ve diren\u00e7 seviyelerinin takip edilece\u011fini bildirdi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 30 Eyl\u00fcl (Hibya) &#8211; Gedik Yat\u0131r\u0131m\u2019\u0131n analizinde, k\u00fcresel piyasalarda ABD-\u0130ran aras\u0131ndaki diplomasi s\u00fcreci, petrol fiyatlar\u0131, ABD tahvil faizleri ve Fed\u2019e y\u00f6nelik faiz beklentilerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":159315,"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-159314","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\/159314","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=159314"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/159314\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/159315"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=159314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=159314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=159314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}