Marba\u015f Menkul De\u011ferler'in raporunda, i\u00e7 tarafta geride b\u0131rak\u0131lan haftada, B\u0130ST 100 endeksinin art arda ikinci haftas\u0131n\u0131 da d\u00fc\u015f\u00fc\u015fle tamamlayarak %1,55 gerilemeyle 13.717 puandan kapan\u0131\u015f yapt\u0131\u011f\u0131 belirtildi. Ancak as\u0131l \u015fokun cuma kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan geldi\u011fine dikkat \u00e7ekilirken \u015fu bilgiler verildi:<\/p>\n
“28 \u015eubat'ta ABD ve \u0130srail'in \u0130ran'a y\u00f6nelik ba\u015flatt\u0131\u011f\u0131 geni\u015f \u00e7apl\u0131 askeri operasyon ve \u0130ran dini lideri Ali Hamaney'in \u00f6ld\u00fcr\u00fcld\u00fc\u011f\u00fc haberleri, piyasalar\u0131n hen\u00fcz fiyatlayamad\u0131\u011f\u0131 b\u00fcy\u00fck bir risk unsuru olarak yeni haftan\u0131n \u00f6n\u00fcne kondu. Bu geli\u015fmelerin ard\u0131ndan Sermaye Piyasas\u0131 Kurulu (SPK) pazar gecesi acil bir kararla 2 Mart \u2013 6 Mart seans sonuna kadar Borsa \u0130stanbul pay piyasalar\u0131nda a\u00e7\u0131\u011fa sat\u0131\u015f i\u015flemlerini yasaklad\u0131; ayr\u0131ca kredili sermaye piyasas\u0131 i\u015flemlerinde \u00f6z kaynak oran\u0131n\u0131n esnetilerek uygulanmas\u0131na karar verdi. Bug\u00fcn a\u00e7\u0131l\u0131\u015fta \u0130ran operasyonunun fiyatlamas\u0131yla endekste sert sat\u0131\u015f bask\u0131s\u0131 bekleniyor; 13.000 \u2013 13.200 band\u0131 ilk g\u00fc\u00e7l\u00fc destek b\u00f6lgesi olarak \u00f6ne \u00e7\u0131k\u0131yor. Cuma g\u00fcn\u00fc 43,96 seviyesinden kapanan Dolar\/TL kurunda ise bug\u00fcn 44 e\u015fi\u011finin zorlanmas\u0131 muhtemel g\u00f6r\u00fcn\u00fcyor. Yat\u0131r\u0131mc\u0131lar\u0131n alt\u0131n ve d\u00f6vize y\u00f6nelmesiyle borsada sat\u0131\u015f y\u00f6nl\u00fc hacim yo\u011funla\u015fmas\u0131 beklenirken, SPK'n\u0131n ald\u0131\u011f\u0131 tedbirler panik sat\u0131\u015flar\u0131n\u0131n derinle\u015fmesini s\u0131n\u0131rlamay\u0131 ama\u00e7l\u0131yor. Veri takviminde bug\u00fcn a\u00e7\u0131klanacak 4. \u00e7eyrek GSYH verisi \u00f6nemini koruyor; ancak piyasan\u0131n ana oda\u011f\u0131 \u0130ran cephesinden gelecek haberlerde olacakt\u0131r.<\/p>\n
ABD piyasalar\u0131nda bug\u00fcn t\u00fcm g\u00f6zler \u0130ran'daki askeri geli\u015fmelere \u00e7evrilmi\u015f durumda. 26 \u015eubat'ta Cenevre'de ger\u00e7ekle\u015ftirilen ABD-\u0130ran n\u00fckleer g\u00f6r\u00fc\u015fmelerinin \u00fc\u00e7\u00fcnc\u00fc turu somut bir ilerleme sa\u011flayamadan tamamlanm\u0131\u015f, diplomatik \u00e7\u0131kmaz\u0131n ard\u0131ndan 28 \u015eubat'ta ABD Ba\u015fkan\u0131 Trump \u0130ran'a y\u00f6nelik “b\u00fcy\u00fck muharebe operasyonlar\u0131n\u0131n” ba\u015flad\u0131\u011f\u0131n\u0131 duyurmu\u015ftu; sald\u0131r\u0131lar\u0131n d\u00f6rt haftaya kadar s\u00fcrebilece\u011fi belirtildi. \u0130srail'in e\u015f zamanl\u0131 sald\u0131r\u0131lar\u0131yla birlikte \u0130ran dini lideri Hamaney, Savunma Bakan\u0131 Nasirzadeh ve Devrim Muhaf\u0131zlar\u0131 Komutan\u0131 Pakpour'un hayat\u0131n\u0131 kaybetti\u011fi raporland\u0131. \u0130ran ise misilleme olarak hem \u0130srail topraklar\u0131na hem de K\u00f6rfez'deki ABD askeri \u00fcslerine f\u00fcze ve kamikaze \u0130HA sald\u0131r\u0131lar\u0131 d\u00fczenledi. Hafta sonu t\u0131rmanan gerilim emtia piyasalar\u0131nda sert fiyatlamalara yol a\u00e7t\u0131. Bug\u00fcn ABD ISM imalat PMI verisi takvimde yer alsa da piyasalar\u0131n tek oda\u011f\u0131 \u0130ran'daki askeri geli\u015fmeler, olas\u0131 ate\u015fkes sinyalleri ve enerji arz\u0131 \u00fczerindeki riskler olacakt\u0131r.<\/p>\n
Asya-Pasifik\u2019te jeopolitik ve makro ba\u015fl\u0131klar \u00f6ne \u00e7\u0131k\u0131yor. \u00c7in, \u0130ran lideri Ali Hamaney\u2019in ABD ve \u0130srail\u2019in hava sald\u0131r\u0131lar\u0131nda \u00f6ld\u00fcr\u00fclmesini k\u0131narken, Japonya ise Tahran\u2019\u0131 diplomatik bir \u00e7\u00f6z\u00fcm aramaya \u015fiddetle \u00e7a\u011f\u0131rd\u0131. B\u00f6lgedeki gerilim finansal piyasalarda g\u00fcvenli liman talebini art\u0131r\u0131rken \u00f6zellikle yen taraf\u0131nda hareketlilik dikkat \u00e7ekiyor. Makro cephede Avustralya\u2019da \u015eubat ay\u0131 nihai S&P Global imalat PMI 51,0 ile \u00f6nceki 51,5 seviyesinin hafif alt\u0131nda kal\u0131rken, Japonya\u2019da nihai PMI 53,0 ile 52,8\u2019lik \u00f6nceki seviyenin \u00fczerine \u00e7\u0131karak imalat taraf\u0131nda ivmenin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti. Para politikas\u0131 taraf\u0131nda ise Japonya Merkez Bankas\u0131 Ba\u015fkan Yard\u0131mc\u0131s\u0131 Himino\u2019nun faiz art\u0131\u015flar\u0131n\u0131n muhtemelen devam edece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131, b\u00f6lgedeki s\u0131k\u0131la\u015fma beklentilerini g\u00fc\u00e7lendiren bir di\u011fer unsur oldu.<\/p>\n
Avrupa\u2019da Orta Do\u011fu\u2019daki son geli\u015fmeler g\u00fcndemi do\u011frudan etkilerken, \u0130ran lideri Ali Hamaney\u2019in ve \u00fcst d\u00fczey bir\u00e7ok ismin ABD ve \u0130srail sald\u0131r\u0131s\u0131nda \u00f6ld\u00fc\u011f\u00fcne y\u00f6nelik haberler k\u00fcresel siyaset ve diplomasi dengelerinde sars\u0131nt\u0131 yaratt\u0131. Birle\u015fik Krall\u0131k, ABD\u2019nin \u0130ran\u2019\u0131n f\u00fcze depolar\u0131n\u0131 vurmak amac\u0131yla \u0130ngiliz \u00fcslerini kullanmas\u0131na izin verdi\u011fini a\u00e7\u0131klarken, Fransa merkezli Air France Orta Do\u011fu u\u00e7u\u015flar\u0131n\u0131 3 Mart\u2019a kadar ask\u0131ya alma karar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc. Avrupa Birli\u011fi \u00fclkeleri b\u00f6lgede tansiyonun diplomasi yoluyla d\u00fc\u015f\u00fcr\u00fclmesi \u00e7a\u011fr\u0131s\u0131 yaparken, Ursula von der Leyen \u201c\u0130ran\u2019da g\u00fcvenilir bir ge\u00e7i\u015fe acilen ihtiya\u00e7 duyuldu\u011funu\u201d vurgulad\u0131. Ayr\u0131ca AB\u2019nin K\u0131z\u0131ldeniz\u2019deki deniz g\u00fcvenli\u011fi misyonu Operation Aspides, Husilerin yeni sald\u0131r\u0131 tehdidinde bulundu\u011fu y\u00f6n\u00fcnde uyar\u0131 yay\u0131mlayarak Avrupa\u2019n\u0131n hem g\u00fcvenlik hem enerji ve ticaret hatlar\u0131 a\u00e7\u0131s\u0131ndan risk alg\u0131s\u0131n\u0131n y\u00fckseldi\u011fine i\u015faret etti.<\/p>\n
Emtialar \u00fczerinde jeopolitik etkilerden dolay\u0131 sert fiyatlamalar\u0131n hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta 4. \u00c7eyrek b\u00fcy\u00fcme verisi ve \u0130malat PMI verilerini takip edece\u011fiz.<\/p>\n
K\u00fcresel tarafta ise ABD\u2019den gelecek \u00dcretim ve \u0130malat PMI verisini takip edece\u011fiz.”<\/p>\n
<\/strong> \u0130stanbul, 2 Mart (Hibya) – Marba\u015f Menkul De\u011ferler, emtialar \u00fczerinde jeopolitik etkilerden dolay\u0131 sert fiyatlamalar\u0131n hakim oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":54801,"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-54800","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\/54800","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=54800"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/54800\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/54801"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=54800"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=54800"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=54800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"