Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda son d\u00f6nemde jeopolitik risk ba\u015fl\u0131klar\u0131n\u0131n yeniden fiyatlamalar\u0131n merkezine yerle\u015fti\u011fini bildirdi. \u00d6zellikle ABD ile \u0130ran aras\u0131nda art arda gelen a\u00e7\u0131klamalar, askeri hareketlilik ve diplomatik temaslar\u0131n risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fc \u00fczerinde etkili oldu\u011fu vurguland\u0131.<\/p>\n
Analize g\u00f6re, \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ba\u015flatt\u0131\u011f\u0131 askeri tatbikat ile e\u015f zamanl\u0131 olarak ABD\u2019nin Orta Do\u011fu\u2019daki \u00fcslerine sava\u015f ve tanker u\u00e7aklar\u0131 sevk etti\u011fine y\u00f6nelik haber ak\u0131\u015f\u0131n\u0131n b\u00f6lgesel tansiyonu art\u0131rd\u0131\u011f\u0131 kaydedildi. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik m\u00fczakere \u00e7a\u011fr\u0131s\u0131 ve Beyaz Saray\u2019dan gelen \u201cm\u00fcdahale i\u00e7in birden fazla gerek\u00e7e var\u201d a\u00e7\u0131klamalar\u0131n\u0131n askeri se\u00e7ene\u011fin tamamen devre d\u0131\u015f\u0131 kalmad\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi. ABD Senatosu\u2019ndan gelen \u201ckarar haftalar i\u00e7inde verilebilir\u201d mesajlar\u0131n\u0131n da belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
\u00d6te yandan diplomatik kanallar\u0131n tamamen kapanmad\u0131\u011f\u0131na dikkat \u00e7ekilen a\u00e7\u0131klamada, \u0130ran ile ABD aras\u0131nda Cenevre\u2019de ger\u00e7ekle\u015ftirilen ikinci tur n\u00fckleer m\u00fczakerelerde baz\u0131 konularda mutabakat sa\u011fland\u0131\u011f\u0131 ve g\u00f6r\u00fc\u015fmelerin s\u00fcrece\u011fi belirtildi. Ancak ayn\u0131 d\u00f6nemde \u0130ran\u2019a y\u00f6nelik yeni yapt\u0131r\u0131mlar\u0131n devreye al\u0131nmas\u0131 ve askeri haz\u0131rl\u0131klar\u0131n s\u00fcrmesi, s\u00fcrecin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 korudu\u011funa i\u015faret etti.<\/p>\n
Gedik Yat\u0131r\u0131m de\u011ferlendirmesinde, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n k\u00fcresel petrol arz\u0131 a\u00e7\u0131s\u0131ndan stratejik \u00f6nemine dikkat \u00e7ekilerek, b\u00f6lgedeki geli\u015fmelerin enerji fiyatlar\u0131nda dalgalanmalara neden oldu\u011fu kaydedildi. G\u00fcvenli liman talebinin artmas\u0131yla birlikte alt\u0131n fiyatlar\u0131nda da sert geri \u00e7ekilmeler ve ard\u0131ndan tepki al\u0131mlar\u0131 g\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi. Bu tablo, yat\u0131r\u0131mc\u0131lar\u0131n jeopolitik risklere kar\u015f\u0131 hassasiyetinin y\u00fcksek seyretti\u011fini ortaya koydu.<\/p>\n
ABD taraf\u0131nda ise son a\u00e7\u0131klanan makro verilerin ekonomide sert bir bozulmaya i\u015faret etmedi\u011fi ancak b\u00fcy\u00fcme momentumunun daha dengeli bir zemine oturdu\u011funu g\u00f6sterdi\u011fi belirtildi. Konut ba\u015flang\u0131\u00e7lar\u0131 ve sanayi \u00fcretiminin beklentilerin \u00fczerinde art\u0131\u015f kaydetti\u011fi, tar\u0131m d\u0131\u015f\u0131 istihdam\u0131n ocak ay\u0131nda 130 bin ki\u015fi artarak beklentileri a\u015ft\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Ortalama saatlik kazan\u00e7lardaki art\u0131\u015f\u0131n ise \u00fccret enflasyonunun ABD Merkez Bankas\u0131 (Fed) a\u00e7\u0131s\u0131ndan izlenmeye devam eden bir risk unsuru oldu\u011funa i\u015faret etti\u011fi vurguland\u0131.<\/p>\n
Ge\u00e7ti\u011fimiz hafta yay\u0131mlanan Fed toplant\u0131 tutanaklar\u0131nda, baz\u0131 politika yap\u0131c\u0131lar\u0131n enflasyonun hedefin \u00fczerinde kalmas\u0131 durumunda faiz art\u0131r\u0131m\u0131 ihtimalini g\u00fcndemde tuttu\u011fu belirtildi. Gedik Yat\u0131r\u0131m, diplomasi ile askeri s\u00f6ylemin ayn\u0131 anda var oldu\u011fu mevcut s\u00fcre\u00e7te, k\u00fcresel piyasalarda haber ak\u0131\u015f\u0131na duyarl\u0131 ve volatilitenin y\u00fcksek kalabilece\u011fi bir d\u00f6neme girildi\u011fini de\u011ferlendirerek temkinli duru\u015fun korunmas\u0131 gerekti\u011fini bildirdi.<\/p>\n
<\/strong> \u0130stanbul, 23 \u015eubat (Hibya) – Gedik Yat\u0131r\u0131m, ABD\u2013\u0130ran hatt\u0131ndaki geli\u015fmelerin k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde belirleyici olmaya devam etti\u011fini belirtirken, ABD\u2019de a\u00e7\u0131klanan makro verilerin ve Fed mesajlar\u0131n\u0131n da piyasalarda temkinli duru\u015fu g\u00fc\u00e7lendirdi\u011fini de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":51257,"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-51256","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\/51256","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=51256"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51256\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51257"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51256"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51256"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"