Gedik Yat\u0131r\u0131m analizine g\u00f6re, \u0130ran\u2019\u0131n ABD\u2019nin teklifini yetersiz bulmas\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda tankerlere y\u00f6nelik sald\u0131r\u0131lar\u0131n devam etmesi ve Husilerin Suudi Arabistan\u2019\u0131n Riyad Havaliman\u0131\u2019n\u0131 hedef almas\u0131n\u0131n ard\u0131ndan havaliman\u0131n\u0131n ge\u00e7ici olarak kapat\u0131lmas\u0131, k\u00fcresel \u00e7apta jeopolitik risk ve belirsizlikleri g\u00fcndemde tutuyor.<\/p>\n
Analizde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Rusya ile Ukrayna aras\u0131nda enerji altyap\u0131lar\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131n durdurulmas\u0131n\u0131 \u00f6ng\u00f6ren bir ate\u015fkes sa\u011fland\u0131\u011f\u0131na ili\u015fkin a\u00e7\u0131klamas\u0131n\u0131n dikkat \u00e7ekti\u011fi belirtildi. Rusya\u2019n\u0131n dizel ihracat\u0131na y\u00f6nelik yasa\u011f\u0131 k\u0131smen kald\u0131rarak k\u00fcresel piyasalara yak\u0131t arz\u0131n\u0131 art\u0131rma ad\u0131m\u0131n\u0131n ise enerji fiyatlar\u0131ndaki y\u00fckseli\u015fi s\u0131n\u0131rlamaya y\u00f6nelik geli\u015fmeler aras\u0131nda \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yurt i\u00e7inde tasfiyesine karar verilen yat\u0131r\u0131m fonlar\u0131na ili\u015fkin d\u00fczenlemeleri i\u00e7eren kanun teklifinin TBMM\u2019ye sunuldu\u011fu belirtilen analizde, teklifin tasfiye s\u00fcrecinin i\u015fleyi\u015fi, fon varl\u0131klar\u0131ndan hukuka ayk\u0131r\u0131 \u015fekilde \u00e7\u0131kar\u0131lan de\u011ferlerin geri kazan\u0131lmas\u0131 ve yat\u0131r\u0131mc\u0131lara yap\u0131lacak \u00f6demelerin \u00e7er\u00e7evesini belirleyece\u011fi kaydedildi. Teklifin 14 Ekim\u2019de Plan ve B\u00fct\u00e7e Komisyonu\u2019nda g\u00f6r\u00fc\u015f\u00fclmesinin beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, BIST 100 Endeksi\u2019nin cuma g\u00fcn\u00fc 12 bin 208 ile 12 bin 331 seviyeleri aras\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 0,43 y\u00fckseli\u015fle 12 bin 266 puandan tamamlad\u0131\u011f\u0131n\u0131 belirtti. \u0130\u015flem hacminin 114,1 milyar TL oldu\u011fu ifade edildi.<\/p>\n
Analizde, eyl\u00fcl ay\u0131 ortalar\u0131nda ba\u015flayan sert d\u00fc\u015f\u00fc\u015flerin ard\u0131ndan takip edilen tepki hareketlerinin zay\u0131f i\u015flem hacmi nedeniyle kal\u0131c\u0131 olmad\u0131\u011f\u0131 belirtildi. Endekste tepki y\u00fckseli\u015flerinin devam\u0131nda 12 bin 331, 12 bin 390 ve 12 bin 528 seviyelerinin diren\u00e7, 12 bin 208, 12 bin 38 ve 11 bin 926 seviyelerinin ise destek olarak takip edilece\u011fi kaydedildi. BIST 100 Endeksi\u2019nin g\u00fcne hafif al\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fi bildirildi.<\/p>\n
Gedik Yat\u0131r\u0131m ayr\u0131ca Rusya\u2019n\u0131n Putin-Trump anla\u015fmas\u0131 kapsam\u0131nda ba\u015flang\u0131\u00e7ta 500 bin ton dizel ihracat\u0131na izin vererek dizel ihracat yasa\u011f\u0131n\u0131 k\u0131smen kald\u0131rd\u0131\u011f\u0131n\u0131 belirtti. Trump\u2019\u0131n ise Rusya\u2019n\u0131n ilk etapta 300 bin tondan fazla, ard\u0131ndan kas\u0131m ay\u0131nda 500 bin ton ve sonras\u0131nda 1 milyon ton dizel tedarik edece\u011fini s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD Hazine Bakanl\u0131\u011f\u0131 Yabanc\u0131 Varl\u0131klar Kontrol Ofisi\u2019nin Rusya men\u015feli dizelin sat\u0131\u015f\u0131, teslimat\u0131, tahliyesi ve ithalat\u0131na ili\u015fkin i\u015flemlere 7 Nisan 2027\u2019ye kadar izin veren genel lisans yay\u0131mlad\u0131\u011f\u0131 belirtildi. Geli\u015fmenin T\u00fcpra\u015f a\u00e7\u0131s\u0131ndan s\u0131n\u0131rl\u0131 negatif de\u011ferlendirildi\u011fi analizde, ilave Rusya dizel arz\u0131n\u0131n dizel fiyatlar\u0131 ve orta distilat crack marjlar\u0131 \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi ifade edildi.<\/p>\n
Analizde, ilk etapta tahsis edilen 500 bin tonluk miktar\u0131n s\u0131n\u0131rl\u0131 oldu\u011fu, ancak daha y\u00fcksek hacimlerin planland\u0131\u011f\u0131 \u015fekilde ger\u00e7ekle\u015fmesi halinde riskin daha belirgin hale gelebilece\u011fi belirtildi. Yaln\u0131zca ilk 500 bin tonluk tahsisin T\u00fcpra\u015f\u2019\u0131n k\u00e2r g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc \u00f6nemli \u00f6l\u00e7\u00fcde de\u011fi\u015ftirmesinin beklenmedi\u011fi, ancak ilave ihracat\u0131n s\u00fcrd\u00fcr\u00fclebilir hale gelmesinin dizel crack marjlar\u0131 a\u00e7\u0131s\u0131ndan daha b\u00fcy\u00fck bir risk olu\u015fturabilece\u011fi kaydedildi.<\/p>\n
Dolar\/TL\u2019nin d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilen analizde, kurun 08.00 itibar\u0131yla 49,33 civar\u0131nda seyretti\u011fi aktar\u0131ld\u0131. K\u00fcresel tahvil faizlerindeki y\u00fckseli\u015f trendi ve dolar endeksindeki de\u011ferlenmenin izlendi\u011fi, yurt i\u00e7inde ise beklentilerin alt\u0131nda gelen enflasyon verilerinin ard\u0131ndan TCMB faiz oranlar\u0131ndaki d\u00fc\u015f\u00fc\u015f i\u00e7in alan a\u00e7\u0131ld\u0131\u011f\u0131 ifade edildi.<\/p>\n
Tahvil piyasas\u0131nda 10 y\u0131ll\u0131k uzun vadeli hazine tahvil faizinin y\u00fczde 35,52\u2019de sabit kald\u0131\u011f\u0131, 2 y\u0131ll\u0131k k\u0131sa vadeli tahvil faizinin ise 16 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 39,59 seviyesine geriledi\u011fi bildirildi. ABD hazine tahvillerinde 2 y\u0131ll\u0131k faizin y\u00fczde 4,79, 5 y\u0131ll\u0131k faizin y\u00fczde 5,02 ve 10 y\u0131ll\u0131k faizin y\u00fczde 5,24 seviyelerinde oldu\u011fu kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 12 Ekim (Hibya)- Gedik Yat\u0131r\u0131m analizinde, ABD-\u0130ran aras\u0131ndaki diplomatik temaslar, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmeler, Rusya-Ukrayna cephesinden gelecek haberler ve enerji fiyatlar\u0131n\u0131n seyrinin k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde belirleyici olmaya devam edece\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":165035,"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-165034","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\/165034","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=165034"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/165034\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/165035"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=165034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=165034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=165034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"