{"id":53961,"date":"2026-02-27T19:15:08","date_gmt":"2026-02-27T16:15:08","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/27\/jeopolitik-riskler-kuresel-piyasalarin-yonunu-belirledi"},"modified":"2026-02-27T19:15:08","modified_gmt":"2026-02-27T16:15:08","slug":"jeopolitik-riskler-kuresel-piyasalarin-yonunu-belirledi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/27\/jeopolitik-riskler-kuresel-piyasalarin-yonunu-belirledi\/","title":{"rendered":"Jeopolitik riskler k\u00fcresel piyasalar\u0131n y\u00f6n\u00fcn\u00fc belirledi"},"content":{"rendered":"<p>Ahlatc\u0131 Yat\u0131r\u0131m&#039;\u0131n analizine g\u00f6re, \u015firketin de\u011ferlendirmesine g\u00f6re, \u0130ran ile ABD aras\u0131ndaki m\u00fczakerelere ili\u015fkin \u00e7eli\u015fkili mesajlar, Pakistan ile Afganistan aras\u0131nda artan s\u0131cak temas riski ve Orta Do\u011fu\u2019daki askeri hareketlilik g\u00fcvenli liman talebini yeniden g\u00fc\u00e7lendirdi.<\/p>\n<p>\u00c7in ve ABD\u2019nin \u0130srail ve \u0130ran\u2019daki vatanda\u015flar\u0131na y\u00f6nelik yapt\u0131\u011f\u0131 uyar\u0131lar\u0131n, b\u00f6lgesel tansiyonun diplomatik s\u00f6ylemin \u00f6tesine ge\u00e7ti\u011fine i\u015faret eden \u00f6nemli geli\u015fmeler aras\u0131nda yer ald\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Hafta ba\u015f\u0131nda ABD Y\u00fcksek Mahkemesi\u2019nin eski Ba\u015fkan Donald Trump\u2019\u0131n tarifelerine ili\u015fkin iptal karar\u0131 piyasada k\u0131sa s\u00fcreli bir rahatlama sa\u011flad\u0131. Ancak Trump\u2019\u0131n karara y\u00f6nelik sert a\u00e7\u0131klamalar\u0131 ve daha y\u00fcksek g\u00fcmr\u00fck vergilerinin uygulanabilece\u011fine dair mesajlar\u0131, ticaret sava\u015flar\u0131 temas\u0131n\u0131 yeniden g\u00fcndeme ta\u015f\u0131d\u0131. Bu geli\u015fmelerin risk i\u015ftah\u0131ndaki toparlanmay\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>ABD\u2019de beklentilerin alt\u0131nda kalan ADP \u00f6zel sekt\u00f6r istihdam verisinin i\u015fg\u00fcc\u00fc piyasas\u0131na y\u00f6nelik soru i\u015faretlerini art\u0131rd\u0131\u011f\u0131 kaydedilen de\u011ferlendirmede, Fed \u00fcyelerinden gelen temkinli a\u00e7\u0131klamalar\u0131n da dolar endeksi ve tahvil faizlerinde net bir y\u00f6n olu\u015fmas\u0131n\u0131 engelledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) haftal\u0131k rezerv verilerinde alt\u0131n rezervlerinin 99 milyar dolardan 132 milyar dolara y\u00fckselmesinin dikkat \u00e7ekti\u011fi belirtilirken, ilk kez yay\u0131mlanan Hanehalk\u0131 Beklenti Anketi\u2019nde yat\u0131r\u0131m tercihlerinde alt\u0131n\u0131n y\u00fczde 55 ile ilk s\u0131rada yer almas\u0131n\u0131n g\u00fcvenli liman alg\u0131s\u0131n\u0131n g\u00fc\u00e7l\u00fc \u015fekilde korundu\u011funu g\u00f6sterdi\u011fi vurguland\u0131.<\/p>\n<p>Enerji piyasalar\u0131nda ise jeopolitik risk priminin belirgin \u015fekilde artt\u0131\u011f\u0131na i\u015faret edilen raporda, Brent petrol fiyatlar\u0131n\u0131n 73 dolar seviyesine yakla\u015farak ge\u00e7en y\u0131l a\u011fustos ay\u0131ndan bu yana en y\u00fcksek seviyelerini test etti\u011fi kaydedildi. Afganistan-Pakistan hatt\u0131ndaki \u00e7at\u0131\u015fma haberleri ve Orta Do\u011fu\u2019daki geli\u015fmelerin arz g\u00fcvenli\u011fi riskini g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin emtia piyasas\u0131nda genel risk alg\u0131s\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc etkiledi\u011fi ifade edildi.<\/p>\n<p>Genel de\u011ferlendirmede, makroekonomik veri ak\u0131\u015f\u0131 ve Fed\u2019in faiz patikas\u0131na ili\u015fkin beklentiler takip edilirken, jeopolitik ba\u015fl\u0131klar\u0131n yaratt\u0131\u011f\u0131 ani risk alg\u0131s\u0131 de\u011fi\u015fimlerinin fiyatlamalar \u00fczerinde belirleyici olmaya devam etti\u011fi belirtildi. Tahvil faizleri ve dolar endeksindeki y\u00f6n aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc, mevcut ortamda emtia piyasalar\u0131nda oynakl\u0131\u011f\u0131n korunmas\u0131n\u0131n beklendi\u011fi kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 27 \u015eubat (Hibya) &#8211; Ahlatc\u0131 Yat\u0131r\u0131m, k\u00fcresel piyasalarda haftan\u0131n ana belirleyicisinin jeopolitik geli\u015fmeler oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":53962,"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-53961","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\/53961","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=53961"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53961\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/53962"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=53961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=53961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=53961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}