Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltende; enerji koridorlar\u0131ndaki son durum, Trump y\u00f6netiminin petrol fiyatlar\u0131na kar\u015f\u0131 hamleleri ve ABD dev \u015firketlerinin finansal stratejileri analiz edildi. Raporda \u015fu bilgiler verildi:<\/p>\n
\u201cABD borsalar\u0131nda vadeli i\u015flemler, zay\u0131flayan dolar ve gerileyen petrol fiyatlar\u0131n\u0131n deste\u011fiyle y\u00fckseldi. Yat\u0131r\u0131mc\u0131lar, a\u00e7\u0131klanacak istihdam verisinin Fed\u2019in faiz politikas\u0131na dair sinyaller vermesini beklerken, \u0130ran sava\u015f\u0131 nedeniyle y\u00fckselen enerji fiyatlar\u0131n\u0131n enflasyon riskini art\u0131rabilece\u011fi de\u011ferlendiriliyor. \u015eirket taraf\u0131nda Oracle yapay zek\u00e2 veri merkezi yat\u0131r\u0131mlar\u0131 nedeniyle binlerce ki\u015fiyi i\u015ften \u00e7\u0131karmay\u0131 planlarken, Marvell Technology g\u00fc\u00e7l\u00fc beklentilerle y\u00fckseldi. Nvidia hisseleri s\u0131n\u0131rl\u0131 art\u0131\u015f g\u00f6sterirken, Broadcom yapay zek\u00e2 \u00e7ip sat\u0131\u015flar\u0131n\u0131n gelecek y\u0131l 100 milyar dolar\u0131 a\u015fmas\u0131n\u0131 bekledi\u011fini a\u00e7\u0131klad\u0131. Ayr\u0131ca Berkshire Hathaway CEO\u2019su Greg Abel, maa\u015f\u0131n\u0131 \u015firket hissesi al\u0131m\u0131nda kullanaca\u011f\u0131n\u0131 belirtti.<\/p>\n
ABD-\u0130srail ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar nedeniyle stratejik \u00f6neme sahip H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki gemi trafi\u011fi neredeyse tamamen durdu; JMIC verilerine g\u00f6re son 24 saatte yaln\u0131zca iki genel kargo gemisi ge\u00e7i\u015f yapt\u0131, petrol tankerleri ge\u00e7emedi. D\u00fcnya ham petrol ticaretinin yakla\u015f\u0131k be\u015fte birinin ge\u00e7ti\u011fi bo\u011faz\u0131n fiilen kapanmas\u0131, enerji arz g\u00fcvenli\u011fi ve k\u00fcresel g\u0131da tedariki i\u00e7in kritik olan g\u00fcbre sevkiyatlar\u0131n\u0131 sekteye u\u011frat\u0131rken, sigorta maliyetleri ve navlun fiyatlar\u0131n\u0131 art\u0131r\u0131yor. Bo\u011faz\u0131n kapanma s\u00fcresinin uzamas\u0131, k\u00fcresel enflasyonist bask\u0131y\u0131 y\u00fckseltebilir. Trump Y\u00f6netimi Petrol Fiyatlar\u0131n\u0131 Dizginleme Se\u00e7eneklerini De\u011ferlendiriyor Trump y\u00f6netimi, petrol ve benzin fiyatlar\u0131ndaki art\u0131\u015fa kar\u015f\u0131 hem k\u0131sa hem uzun vadeli \u00f6nlemleri masada tutuyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan g\u00fcvenli ge\u00e7i\u015f i\u00e7in sigorta ve deniz eskortlar\u0131 planlan\u0131rken, acil durum rezervinin serbest b\u0131rak\u0131lmas\u0131 ve Hazine\u2019nin petrol vadeli i\u015flemleri gibi ad\u0131mlar da g\u00fcndemde.<\/p>\n
Brent petrol haftal\u0131k y\u00fczde 16 y\u00fckseli\u015fle 2022\u2019den bu yana en g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131n\u0131 kaydederken, ABD Hindistan\u2019a Rus petrol\u00fc al\u0131m\u0131 i\u00e7in ge\u00e7ici izin vererek k\u00fcresel ak\u0131\u015f\u0131 desteklemeye \u00e7al\u0131\u015ft\u0131.<\/p>\n
ABD Temsilciler Meclisi, Trump\u2019\u0131n \u0130ran\u2019a askeri eylemlerinin Kongre onay\u0131na tabi olmas\u0131n\u0131 \u00f6ng\u00f6ren tasar\u0131y\u0131 212\u2019ye kar\u015f\u0131 219 oyla reddetti. Cumhuriyet\u00e7i Thomas Massie ve Demokrat Ro Khanna\u2019n\u0131n sundu\u011fu tasar\u0131, ba\u015fkan\u0131n onays\u0131z harek\u00e2t\u0131n\u0131 \u00f6nlemeyi ama\u00e7l\u0131yordu. Benzer bir Senato tasar\u0131s\u0131 da daha \u00f6nce kabul edilmemi\u015fti.<\/p>\n
ABD\u2019de 28 \u015eubat\u2019ta sona eren haftada i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 213 bin ile beklentilere yak\u0131n seyretti; \u00f6nceki hafta verisi 213 bine revize edildi. D\u00f6rt haftal\u0131k ortalama 212.750, devam eden ba\u015fvurular ise 1,87 milyon oldu.<\/p>\n
Broadcom CEO\u2019su Hock Tan, \u015firketin 2027\u2019de AI \u00e7ip sat\u0131\u015flar\u0131n\u0131n 100 milyar dolar\u0131 a\u015fmas\u0131n\u0131 bekledi\u011fini a\u00e7\u0131klad\u0131. Bu \u00e7eyrekte 10,7 milyar dolar AI geliri \u00f6ng\u00f6r\u00fcl\u00fcrken, 2025\u2019te sat\u0131\u015flar 20 milyar dolard\u0131. Broadcom, 10 milyar dolarl\u0131k hisse geri al\u0131m plan\u0131 ve OpenAI, Google, Anthropic ile tedarik zincirini g\u00fcvence alt\u0131na alma ad\u0131mlar\u0131yla b\u00fcy\u00fcmeyi destekliyor; Meta i\u015fbirlikleri de devam ediyor.<\/p>\n
Berkshire Hathaway, CEO Greg Abel\u2019in kendi paras\u0131yla 15 milyon dolarl\u0131k hisse almas\u0131 ve maa\u015f\u0131n\u0131 \u015firket hissesi al\u0131m\u0131nda kullanma taahh\u00fcd\u00fcyle yat\u0131r\u0131mc\u0131ya g\u00fcven mesaj\u0131 verdi. \u015eirket ayr\u0131ca 2024\u2019\u00fcn ikinci \u00e7eyre\u011finden sonra ilk kez hisse geri al\u0131m program\u0131n\u0131 yeniden ba\u015flatt\u0131; program, CEO ve Warren Buffett\u2019\u0131n onay\u0131yla, hisselerin i\u00e7sel de\u011ferinin alt\u0131nda oldu\u011fu d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde devreye giriyor. Abel\u2019in g\u00f6reve ba\u015flamas\u0131ndan k\u0131sa s\u00fcre sonra yap\u0131lan bu ad\u0131mlar, Berkshire\u2019\u0131n nakit kullan\u0131m\u0131nda ilk cesur hamle olarak de\u011ferlendiriliyor\u201d<\/p>\n
<\/strong> \u0130stanbul, 6 Mart (2026) – Pusula Yat\u0131r\u0131m, ABD-\u0130srail ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar nedeniyle stratejik \u00f6neme sahip H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki trafi\u011fin durma noktas\u0131na geldi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":57262,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-57261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/57261","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=57261"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/57261\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/57262"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=57261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=57261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=57261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"