A1 Capital'in de\u011ferlendirmesinde, Trump'\u0131n, \u0130ran'\u0131 n\u00fckleer program\u0131 konusunda bir anla\u015fmaya varmas\u0131 gerekti\u011fi, aksi takdirde “k\u00f6t\u00fc \u015feyler” olaca\u011f\u0131 konusunda uyard\u0131\u011f\u0131 ve ABD'nin harekete ge\u00e7mesi i\u00e7in 10 g\u00fcnl\u00fck bir s\u00fcre tan\u0131d\u0131\u011f\u0131 izlenimini verdi\u011fi belirtildi. ABD'nin Ortado\u011fu'da b\u00fcy\u00fck bir askeri y\u0131\u011f\u0131lmas\u0131n\u0131n daha geni\u015f \u00e7apl\u0131 bir sava\u015f korkusunu k\u00f6r\u00fckledi\u011fi bir d\u00f6nemde, Trump'\u0131n \u0130ran'la m\u00fczakerelerin iyi gitti\u011fini s\u00f6yledi ancak Tahran'\u0131n “anlaml\u0131” bir anla\u015fmaya varmas\u0131 gerekti\u011finde \u0131srar etti\u011fi aktar\u0131l\u0131rken \u015fu bilgiler verildi:<\/p>\n
“Trump, Haziran ay\u0131nda ger\u00e7ekle\u015ftirilen ABD hava sald\u0131r\u0131lar\u0131ndan bahsederken, \u0130ran'\u0131n n\u00fckleer potansiyelinin “yerle bir edildi\u011fini” s\u00f6yledi ve “belki bir ad\u0131m daha ileri gitmemiz gerekecek, belki de gerekmeyecek” diye ekledi.”Muhtemelen \u00f6n\u00fcm\u00fczdeki 10 g\u00fcn i\u00e7inde \u00f6\u011freneceksiniz,” dedi. ABD'nin \u0130ran'\u0131 bombalama tehditleri, iki taraf\u0131n Tahran'\u0131n n\u00fckleer program\u0131 konusunda g\u00f6r\u00fc\u015fmelerde \u00e7ok uzakta olmas\u0131yla birle\u015fince petrol fiyatlar\u0131n\u0131 y\u00fckseltti ve Per\u015fembe g\u00fcn\u00fc bir Rus korvet sava\u015f gemisi, k\u00fcresel enerji i\u00e7in hayati bir deniz yolu olan Umman K\u00f6rfezi'nde planlanan \u0130ran deniz tatbikatlar\u0131na kat\u0131ld\u0131. D\u00fcn sabah saatlerinde Rusya, \u0130ran \u00e7evresinde ” benzeri g\u00f6r\u00fclmemi\u015f bir gerilim t\u0131rman\u0131\u015f\u0131 ” konusunda uyar\u0131da bulunmu\u015f ve ABD'nin b\u00f6lgedeki askeri y\u0131\u011f\u0131lmas\u0131 kar\u015f\u0131s\u0131nda itidal \u00e7a\u011fr\u0131s\u0131 yapm\u0131\u015f, \u00fcst d\u00fczey bir Amerikal\u0131 yetkili de, bu y\u0131\u011f\u0131lman\u0131n Mart ortas\u0131na kadar tamamlanmas\u0131 gerekti\u011fini s\u00f6ylemi\u015fti. Artan gerilimlere ili\u015fkin endi\u015felerin giderek artt\u0131\u011f\u0131n\u0131n bir i\u015fareti olarak, Polonya vatanda\u015flar\u0131n\u0131 \u0130ran'\u0131 terk etmeye \u00e7a\u011f\u0131ran son Avrupa \u00fclkesi oldu; Ba\u015fbakan Donald Tusk, Polonyal\u0131lar\u0131n tahliye i\u00e7in sadece birka\u00e7 saatlerinin olabilece\u011fini s\u00f6yledi.<\/p>\n
ABD'nin Orta Do\u011fu'daki askeri y\u0131\u011f\u0131lmas\u0131 ve \u00f6zel sermaye hisselerindeki d\u00fc\u015f\u00fc\u015f\u00fcn piyasalarda tedirginli\u011fe yol a\u00e7mas\u0131yla birlikte, Asya'da hisse senetleri d\u00fc\u015ft\u00fc, dolar d\u00f6rt ay\u0131n en b\u00fcy\u00fck haftal\u0131k kazanc\u0131na do\u011fru ilerlerken petrol fiyatlar\u0131 y\u00fckseldi.<\/p>\n
ABD'nin ticaret a\u00e7\u0131\u011f\u0131, . \u0130thalattaki art\u0131\u015f nedeniyle Aral\u0131k ay\u0131nda keskin bir \u015fekilde geni\u015fledi ve son be\u015f ay\u0131n en y\u00fcksek seviyesi olan 70,3 milyar dolara ula\u015farak y\u00fczde 32,6 oran\u0131nda b\u00fcy\u00fcd\u00fc. Ba\u015fkan Donald Trump'\u0131n yabanc\u0131 imalat \u00fcr\u00fcnlerine uygulad\u0131\u011f\u0131 g\u00fcmr\u00fck vergilerine ra\u011fmen, 2025 y\u0131l\u0131ndaki mal a\u00e7\u0131\u011f\u0131 rekor seviyeye ula\u015ft\u0131. Ticaret a\u00e7\u0131\u011f\u0131n\u0131n \u00fcst \u00fcste ikinci ayda da k\u00f6t\u00fcle\u015fmesi, ticaretin d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte gayri safi yurti\u00e7i has\u0131laya \u00e7ok az veya hi\u00e7 katk\u0131da bulunmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Ancak ithalat\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011funun sermaye mallar\u0131ndan olu\u015fmas\u0131, i\u015fletme yat\u0131r\u0131mlar\u0131n\u0131 desteklemeli ve g\u00fc\u00e7l\u00fc ekonomik b\u00fcy\u00fcme beklentilerini korumal\u0131d\u0131r.<\/p>\n
Ticaret a\u00e7\u0131\u011f\u0131 2025 y\u0131l\u0131nda y\u00fczde 0,2 daralarak 901,5 milyar dolara geriledi. Mal ticareti a\u00e7\u0131\u011f\u0131 ise y\u00fczde 2,1 artarak t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesi olan 1,24 trilyon dolara ula\u015ft\u0131. Meksika, Vietnam, Tayvan, \u0130rlanda, Tayland ve Hindistan ile rekor d\u00fczeyde mal ticareti a\u00e7\u0131\u011f\u0131 bildirildi. \u00c7in ile mal ticareti a\u00e7\u0131\u011f\u0131 ise 2024 y\u0131l\u0131ndaki 295,5 milyar dolardan 202,1 milyar dolara d\u00fc\u015ft\u00fc.<\/p>\n
Yat\u0131r\u0131mc\u0131lar ABD-\u0130ran gerilimini de\u011ferlendirirken alt\u0131n fiyatlar\u0131 Per\u015fembe g\u00fcn\u00fc istikrar kazand\u0131; ABD'deki i\u015fsizlik ba\u015fvurular\u0131ndaki d\u00fc\u015f\u00fc\u015f ise (ABD'de haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131, 14 \u015eubat'a kadar olan haftada 206.000'e gerileyerek, 225.000 beklentisinin olduk\u00e7a alt\u0131nda kald\u0131 ve ge\u00e7en hafta a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc ayl\u0131k istihdam raporunun i\u015faret etti\u011fi ivmeyi peki\u015ftirdi.) a\u00e7\u0131klanacak enflasyon verileri \u00f6ncesinde i\u015fg\u00fcc\u00fc piyasas\u0131nda istikrara i\u015faret etti. Yat\u0131r\u0131mc\u0131lar, ABD merkez bankas\u0131n\u0131n politika gidi\u015fat\u0131na dair daha fazla ipucu elde etmek i\u00e7in Fed'in tercih etti\u011fi enflasyon g\u00f6stergesi olan ABD Ki\u015fisel T\u00fcketim Harcamalar\u0131 Fiyat Endeksi'ni takip edecek. CME Group'un FedWatch arac\u0131na g\u00f6re, piyasalar \u015fu anda bu y\u0131lki ilk ABD faiz indiriminin Haziran ay\u0131nda ger\u00e7ekle\u015fmesini bekliyor.<\/p>\n
ABD Ba\u015fkan\u0131 Trump'\u0131n \u0130ran'a n\u00fckleer program\u0131 konusunda 10 ila 15 g\u00fcn i\u00e7inde anla\u015fma yapmas\u0131 veya “ger\u00e7ekten k\u00f6t\u00fc \u015feyler” olaca\u011f\u0131 uyar\u0131s\u0131nda bulunmas\u0131n\u0131n ard\u0131ndan, g\u00f6sterge niteli\u011findeki Brent petrol vadeli i\u015flemleri varil ba\u015f\u0131na 72 dolar\u0131n \u00fczerinde 6,5 ayl\u0131k zirvelere ula\u015ft\u0131.<\/p>\n
Fransa Merkez Bankas\u0131 Ba\u015fkan\u0131 de Galhau'nun g\u00f6revinden erken ayr\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131ndan bir hafta sonra, Financial Times \u00c7ar\u015famba g\u00fcn\u00fc, Lagarde'\u0131n gelecek y\u0131l yap\u0131lacak Fransa cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imleri \u00f6ncesinde g\u00f6revinden erken ayr\u0131lmay\u0131 planlad\u0131\u011f\u0131n\u0131 , bu se\u00e7imlerin Avrupa \u015f\u00fcphecisi a\u015f\u0131r\u0131 sa\u011f\u0131n kazanma ihtimalinin y\u00fcksek oldu\u011funu, Lagerde\u2019n\u0131n bu hamlesiyle, g\u00f6revden ayr\u0131lan Fransa lideri Emmanuel Macron'a halefini se\u00e7me konusunda s\u00f6z hakk\u0131 tan\u0131naca\u011f\u0131n\u0131 yazm\u0131\u015ft\u0131.<\/p>\n
Lagarde'\u0131n Avrupa'n\u0131n en \u00f6nemli finans kurumunu y\u00f6netme g\u00f6revi Ekim 2027'de sona erecek, ancak a\u015f\u0131r\u0131 sa\u011fc\u0131 Ulusal Cephe'nin (RN) 2027 bahar\u0131ndaki Frans\u0131z se\u00e7imlerinde zafer kazanmas\u0131, bir sonraki Avrupa Merkez Bankas\u0131 ba\u015fkan\u0131n\u0131n se\u00e7ilmesini zorla\u015ft\u0131rabilir. RN Ba\u015fkan\u0131 Jordan Bardella Sal\u0131 g\u00fcn\u00fc Macron'u, g\u00f6revden ayr\u0131ld\u0131ktan sonra bile etkisini s\u00fcrd\u00fcrmesine olanak sa\u011flayacak bir “demokratik iktidar gasp\u0131” giri\u015fiminde bulunmakla su\u00e7lam\u0131\u015ft\u0131. Fransa, Avrupa Birli\u011fi'nin ikinci b\u00fcy\u00fck ekonomisidir ve Paris'in onay\u0131 olmadan hi\u00e7bir Avrupa Merkez Bankas\u0131 ba\u015fkan\u0131 se\u00e7ilmemi\u015ftir.<\/p>\n
Bu arada Lagarde'\u0131n olas\u0131 ayr\u0131l\u0131\u015f\u0131na piyasa tepkisi s\u0131n\u0131rl\u0131 kald\u0131, \u00e7\u00fcnk\u00fc Avrupa Merkez Bankas\u0131 (ECB), uzla\u015fma sa\u011flayarak para politikas\u0131 kararlar\u0131 al\u0131yor ve Lagarde'\u0131n yerine kim ge\u00e7erse ge\u00e7sin, \u00f6zellikle de medyada \u00f6ne \u00e7\u0131kar\u0131lan isimlerden biri olursa, ECB'nin \u00e7al\u0131\u015fma \u015feklini radikal bir \u015fekilde de\u011fi\u015ftirmesi veya d\u00f6n\u00fc\u015ft\u00fcrmesi olas\u0131 de\u011fil.<\/p>\n
Fransa'n\u0131n g\u00f6revden ayr\u0131lan lideri Macron'a yeni Avrupa Merkez Bankas\u0131 ba\u015fkan\u0131n\u0131n se\u00e7iminde s\u00f6z hakk\u0131 tan\u0131may\u0131 ama\u00e7layan erken bir istifa, ABD Ba\u015fkan\u0131 Trump'\u0131n FED'e y\u00f6nelik sald\u0131r\u0131s\u0131yla tehdit alt\u0131na giren bir ilke olan merkez bankas\u0131n\u0131n siyasetten ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 konusundaki tart\u0131\u015fmay\u0131 yeniden alevlendirecektir.<\/p>\n
Lagarde'\u0131n erken ayr\u0131l\u0131\u015f\u0131, AB liderlerinin, ba\u015f ekonomist Philip Lane ve piyasa i\u015flemleri \u015fefi Isabel Schnabel'in g\u00f6rev s\u00fcreleri gelecek y\u0131l sona erdi\u011finde, Avrupa Merkez Bankas\u0131 Y\u00f6netim Kurulu atamalar\u0131n\u0131 bir paket halinde yapmalar\u0131 y\u00f6n\u00fcndeki arg\u00fcman\u0131 g\u00fc\u00e7lendirebilir.<\/p>\n
Avrupa Merkez Bankas\u0131 ba\u015fkanl\u0131k atamalar\u0131 siyasi pazarl\u0131klara tabidir, bu nedenle \u00fc\u00e7 g\u00f6revi birden doldurmak mant\u0131kl\u0131 olabilir, \u00f6zellikle de blo\u011fun en b\u00fcy\u00fck ekonomileri olan Fransa, \u0130talya ve Almanya'n\u0131n fiilen y\u00f6netim kurulunda daimi \u00fcyelikleri oldu\u011fu d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde. \u00dcst d\u00fczey g\u00f6rev i\u00e7in ad\u0131 ge\u00e7en adaylar aras\u0131nda Hollanda eski merkez bankas\u0131 ba\u015fkan\u0131 Klaas Knot, Uluslararas\u0131 \u00d6demeler Bankas\u0131 Genel M\u00fcd\u00fcr\u00fc Pablo Hernandez de Cos ve Almanya Merkez Bankas\u0131 ba\u015fkan\u0131 Joachim Nagel yer al\u0131yor. Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde, d\u00fcn meslekta\u015flar\u0131na i\u015fine odaklanmaya devam etti\u011fini ve istifa edecek olsayd\u0131 \u00f6nce onlara haber verece\u011fini s\u00f6ylemi\u015f. Piyasalar \u015fu anda Avrupa Merkez Bankas\u0131'n\u0131n faiz oranlar\u0131n\u0131 y\u0131l boyunca sabit tutmas\u0131n\u0131 bekliyor, ancak k\u00fcresel ortamdaki ola\u011fan\u00fcst\u00fc belirsizlik g\u00f6r\u00fcn\u00fcm\u00fc h\u0131zla de\u011fi\u015ftirebilir.”<\/p>\n
<\/strong> \u0130stanbul, 20 \u015eubat (Hibya) – A1 Capital, dolar\u0131n d\u00f6rt ay\u0131n en b\u00fcy\u00fck haftal\u0131k kazanc\u0131na do\u011fru ilerlerledi\u011fini duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":50111,"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-50110","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\/50110","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=50110"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/50110\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/50111"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=50110"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=50110"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=50110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"