Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel tarafta, bu haftaya yine; ABD-\u0130ran jeopolitik risk g\u00fcndemi ile ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015fu de\u011ferlendirmelere yer verildi:<\/p>\n
\u201c\u00dc\u00e7 hafta \u00f6nce Umman\u2019\u0131n ba\u015fkenti Maskat\u2019ta ger\u00e7ekle\u015ftirilen g\u00f6r\u00fc\u015fme sonras\u0131nda, \u00f6nceki hafta \u0130svi\u00e7re\u2019nin Cenevre kentinde de m\u00fczakereler devam etmi\u015f ve bu hafta i\u00e7in bir kez daha Cenevre\u2019de toplanma karar\u0131 al\u0131nm\u0131\u015ft\u0131. D\u00fcn ger\u00e7ekle\u015ftirilen g\u00f6r\u00fc\u015fmeler olduk\u00e7a uzun s\u00fcrerken, yine bir sonuca ula\u015f\u0131lamad\u0131 ve \u00f6n\u00fcm\u00fczdeki hafta Uluslararas\u0131 Atom Enerjisi Ajans\u0131\u2019n\u0131n toplant\u0131lar\u0131n da yap\u0131laca\u011f\u0131 Viyana\u2019da teknik g\u00f6r\u00fc\u015fmelerin ba\u015flamas\u0131 y\u00f6n\u00fcnde karar al\u0131nd\u0131.<\/p>\n
Di\u011fer yandan, hafta boyunca ABD\u2019nin olas\u0131 \u0130ran harekat\u0131na dair bir \u00e7ok haber yaz\u0131l\u0131p \u00e7izilirken; \u00f6zellikle de Per\u015fembe g\u00fcn\u00fc Beyaz Saray\u2019da yap\u0131lan istihbarat toplant\u0131s\u0131nda ele al\u0131nd\u0131\u011f\u0131 s\u00f6ylenen senaryolar, halen sava\u015f riskinin devam etti\u011fine dair sinyal i\u00e7ermekteydi. Piyasalar bir yandan bu konuya odaklan\u0131rken, di\u011fer yandan ise bir s\u00fcredir tart\u0131\u015fmalar\u0131n oda\u011f\u0131ndaki yapay zeka konusundaki geli\u015fmeler fiyatlamalara etki etti.<\/p>\n
\u00d6zellikle de, Sal\u0131 g\u00fcn\u00fc Citrini Research taraf\u0131ndan a\u00e7\u0131klanan yapay zeka kehanetleri sonras\u0131nda ABD borsalar\u0131nda sat\u0131\u015f bask\u0131s\u0131 ortaya \u00e7\u0131karken, \u00c7ar\u015famba ak\u015fam\u0131 a\u00e7\u0131klanan NVIDIA finansallar\u0131n\u0131n iyi gelmesi sonras\u0131nda; Per\u015fembe g\u00fcnk\u00fc seansta yine yapay zekan\u0131n bir \u00e7ok i\u015fi yapabilece\u011fi ve bu durum D\u00fcnyada sosyolojik ve ekonomik bir felaketi tetikleyece\u011fi senaryolar\u0131 devreye girdi.<\/p>\n
Bu hafta, i\u00e7 tarafta da ABD-\u0130ran gerilimi takibimizdeydi. Zaman zaman ABD\u2019nin olas\u0131 operasyonuna dair yaz\u0131lan senaryolar\u0131n(\u0130ran rejimine y\u00f6nelik olas\u0131 sert m\u00fcdahale ve \u00fclkede y\u00f6netim bo\u015flu\u011fu olu\u015fmas\u0131) petrol fiyatlar\u0131 ve g\u00f6\u00e7 dalgas\u0131n\u0131n olu\u015fturabilece\u011fi i\u00e7 talep art\u0131\u015f\u0131 \u00fczerinden T\u00fcrkiye\u2019de enflasyon oranlar\u0131n\u0131n artabilece\u011fi ve TCMB\u2019nin faiz indirimlerinin zora girebilece\u011fi endi\u015feleri tetiklendi. Ekonomik takvimde Per\u015fembe g\u00fcn\u00fc TCMB\u2019den gelen veriye g\u00f6re; br\u00fct rezervler, d\u00f6viz taraf\u0131ndaki keskin azal\u0131\u015fla 5,71 milyar dolar civar\u0131nda azal\u0131\u015f g\u00f6sterdi.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta, k\u00fcresel \u00e7apta fiyatlamalar a\u00e7\u0131s\u0131ndan yine; \u00f6nceki haftalarda oldu\u011fu gibi jeopolitik riskler ve ticaret sava\u015flar\u0131 konular\u0131ndaki geli\u015fmeleri takipte olaca\u011f\u0131z. \u00d6zellikle de, ABD\u2019nin \u0130ran\u2019a y\u00f6nelik olas\u0131 askeri harekat\u0131na dair haber ak\u0131\u015flar\u0131 ile piyasalarda y\u00fcksek oynakl\u0131klar olu\u015fabilir. Ayr\u0131ca, ba\u015fta ABD olmak \u00fczere maj\u00f6r ekonomilerden gelecek verilerin merkez bankas\u0131 politikalar\u0131nda (\u00f6zellikle de Fed) dair olas\u0131 etkileri ile de fiyatlamalar \u015fekil bulabilir.<\/p>\n
Ekonomik takvimde; haftaya 4. \u00e7eyre\u011fin ve senenin tamam\u0131n\u0131n b\u00fcy\u00fcme oranlar\u0131 ile ba\u015flayaca\u011f\u0131m\u0131z i\u00e7 tarafta ise, Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanacak olan \u015eubat ay\u0131 enflasyon oranlar\u0131 sonras\u0131nda TCMB\u2019nin yakla\u015fan faiz karar\u0131na dair ortaya \u00e7\u0131kacak \u00f6ng\u00f6r\u00fclerle piyasalarda y\u00fcksek oynakl\u0131k olu\u015fabilir. Keza, ABD-\u0130ran gerilimi de; \u0130ran\u2019a y\u00f6nelik olas\u0131 bir askeri m\u00fcdahalede Borsa \u0130stanbul\u2019da g\u00f6r\u00fclebilecek sert fiyat hareketleri a\u00e7\u0131s\u0131ndan hayli kritik olacak.\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 \u015eubat (Hibya) \u2013 Alnus Yat\u0131r\u0131m, yeni haftada, d\u0131\u015far\u0131da; jeopolitik risklerin, i\u00e7eride ise enflasyon oranlar\u0131n\u0131n kritik olaca\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":53712,"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-53711","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\/53711","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=53711"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53711\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/53712"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=53711"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=53711"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=53711"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"