{"id":4428,"date":"2025-11-03T09:30:04","date_gmt":"2025-11-03T06:30:04","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/03\/wgc-analisti-street-artan-jeopolitik-gerilimler-guvenli-limana-ilgiyi-artirdi"},"modified":"2025-11-03T09:30:04","modified_gmt":"2025-11-03T06:30:04","slug":"wgc-analisti-street-artan-jeopolitik-gerilimler-guvenli-limana-ilgiyi-artirdi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/11\/03\/wgc-analisti-street-artan-jeopolitik-gerilimler-guvenli-limana-ilgiyi-artirdi\/","title":{"rendered":"WGC Analisti Street: Artan jeopolitik gerilimler g\u00fcvenli limana ilgiyi art\u0131rd\u0131"},"content":{"rendered":"<p>D\u00fcnya Alt\u0131n Konseyi&#039;nin ge\u00e7en hafta a\u00e7\u0131klad\u0131\u011f\u0131 2025 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine ait Alt\u0131n Talep E\u011filimleri raporu, \u00e7eyreklik alt\u0131n talebinin 1.313 tona ula\u015ft\u0131\u011f\u0131n\u0131 ve de\u011fer olarak 146 milyar dolar oldu\u011funu ortaya koyuyor. Bu, rekor talep a\u00e7\u0131s\u0131ndan en y\u00fcksek \u00e7eyrek oldu.<\/p>\n<p>Alt\u0131n talebindeki h\u0131zl\u0131 art\u0131\u015flara ili\u015fkin bir de\u011ferlendirme yapan Street, &#8220;Alt\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte ons ba\u015f\u0131na 4.000 dolar d\u00fczeyine t\u0131rmanmas\u0131, y\u0131l boyunca talebi y\u00f6nlendiren fakt\u00f6rlerin g\u00fcc\u00fcn\u00fc ve kal\u0131c\u0131l\u0131\u011f\u0131n\u0131 vurguluyor&#8221; dedi ve ekledi:<\/p>\n<p>&#8220;Artan jeopolitik gerilimler, inat\u00e7\u0131 enflasyonist bask\u0131lar ve k\u00fcresel ticaret politikas\u0131 konusundaki belirsizlik, yat\u0131r\u0131mc\u0131lar\u0131n portf\u00f6ylerinde dayan\u0131kl\u0131l\u0131k olu\u015fturmaya \u00e7al\u0131\u015f\u0131rken g\u00fcvenli liman varl\u0131klar\u0131na olan ilgiyi art\u0131rm\u0131\u015ft\u0131r.&#8221;<\/p>\n<p>ABD dolar\u0131n\u0131n zay\u0131flamaya devam etmesinin, faiz oranlar\u0131n\u0131n d\u00fc\u015fmesi beklentisinin ve stagflasyon tehdidinin de yat\u0131r\u0131m talebini daha da art\u0131rabilece\u011fine i\u015faret eden Street, &#8220;Bu nedenle, alt\u0131n i\u00e7in g\u00f6r\u00fcn\u00fcm iyimserli\u011fini koruyor. Alt\u0131n bu y\u0131l rekor \u00fcst\u00fcne rekor k\u0131rd\u0131 ve mevcut ortam, alt\u0131n i\u00e7in daha fazla y\u00fckseli\u015f olabilece\u011fini g\u00f6steriyor. Ara\u015ft\u0131rmalar\u0131m\u0131z, piyasan\u0131n hen\u00fcz doymad\u0131\u011f\u0131n\u0131 ve alt\u0131n tutman\u0131n stratejik gerek\u00e7esinin hala ge\u00e7erli oldu\u011funu g\u00f6steriyor&#8221; diye konu\u015ftu.<br \/>\n\u00a0<br \/>\nMerkez bankalar\u0131, alt\u0131n fiyatlar\u0131n\u0131n rekor seviyelere ula\u015fmas\u0131na ra\u011fmen, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte net al\u0131mlar\u0131n\u0131 h\u0131zland\u0131rarak ikinci \u00e7eyre\u011fe g\u00f6re y\u00fczde 28 ve y\u0131ll\u0131k bazda y\u00fczde 10 art\u0131\u015fla toplam 220 ton net al\u0131m ger\u00e7ekle\u015ftirdi\u011fine dikkat \u00e7eken Street, &#8220;Y\u0131l ba\u015f\u0131ndan bu yana net al\u0131mlar toplam 634 ton olarak ger\u00e7ekle\u015fti ve son \u00fc\u00e7 y\u0131l\u0131n ola\u011fan\u00fcst\u00fc y\u00fcksek seviyelerinin gerisinde kald\u0131, ancak 2022 \u00f6ncesi seviyelerin olduk\u00e7a \u00fczerindeydi&#8221; dedi ve \u015f\u00f6yle devam etti:<\/p>\n<p>&#8220;Toplam alt\u0131n arz\u0131, y\u0131ll\u0131k bazda y\u00fczde 3 art\u0131\u015fla 1.313 tonluk \u00e7eyrek rekoruna ula\u015ft\u0131. Maden \u00fcretimi y\u0131ll\u0131k bazda y\u00fczde 2 art\u0131\u015fla 977 tona ula\u015f\u0131rken, geri d\u00f6n\u00fc\u015f\u00fcm y\u0131ll\u0131k bazda y\u00fczde 6 art\u0131\u015fla 344 tona ula\u015ft\u0131 ve alt\u0131n fiyatlar\u0131ndaki y\u00fckseli\u015fe ra\u011fmen nispeten istikrarl\u0131 kald\u0131.&#8221;<\/p>\n<p>D\u00fcnya Alt\u0131n Konseyi&#039;nin raporunda, &#8220;B\u00fcy\u00fcme, \u00f6ncelikle \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte h\u0131zlanan ve y\u0131ll\u0131k y\u00fczde 47 art\u0131\u015fla 537 tona ula\u015fan yat\u0131r\u0131m talebinden kaynakland\u0131 ve toplam net alt\u0131n talebinin y\u00fczde 55&#039;ini olu\u015fturdu. Bu ivme, belirsiz ve dalgal\u0131 jeopolitik ortam, ABD dolar\u0131n\u0131n zay\u0131fl\u0131\u011f\u0131 ve fiyatlar\u0131n y\u00fckselmesi ile yat\u0131r\u0131mc\u0131lar\u0131n FOMO (ka\u00e7\u0131rma korkusu) duygusunun g\u00fc\u00e7l\u00fc birle\u015fiminden kaynakland\u0131&#8221; denildi.<\/p>\n<p>Rapora g\u00f6re yat\u0131r\u0131mc\u0131lar, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek \u00fcst \u00fcste fiziksel alt\u0131n destekli ETF&#039;lere (borsa yat\u0131r\u0131m fonu) ak\u0131n etmeye devam ederek, 222 ton daha ekledi ve piyasaya k\u00fcresel giri\u015fler 26 milyar dolara ula\u015ft\u0131. Y\u0131l ba\u015f\u0131ndan bu yana, alt\u0131n ETF&#039;leri toplam 619 ton (64 milyar ABD dolar\u0131) tutar\u0131nda varl\u0131klar\u0131n\u0131 art\u0131rd\u0131. Bu art\u0131\u015fta Kuzey Amerika&#039;da i\u015flem g\u00f6ren fonlar (346 ton) ba\u015f\u0131 \u00e7ekerken, onlar\u0131 Avrupa (148 ton) ve Asya fonlar\u0131 (118 ton) izledi.<br \/>\n\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 3 Kas\u0131m (Hibya) &#8211; D\u00fcnya Alt\u0131n Konseyi&#8217;nin (WGC &#8211; World Gold Council) K\u0131demli Piyasa Analisti Louise Street, k\u00fcresel d\u00fczeyde y\u00fckselen alt\u0131n talebinin, &#8220;artan jeopolitik gerilimler&#8221; kaynakl\u0131 oldu\u011funu vurgulad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":4429,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-4428","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4428","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=4428"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/4428\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/4429"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=4428"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=4428"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=4428"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}