\u015eirketin analizine g\u00f6re Irak a\u00e7\u0131klar\u0131nda petrol tankerlerine y\u00f6nelik sald\u0131r\u0131lar enerji altyap\u0131s\u0131n\u0131n g\u00fcvenli\u011fine ili\u015fkin endi\u015feleri art\u0131r\u0131rken Brent petrol fiyat\u0131 yeniden 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Enerji arz\u0131na y\u00f6nelik risklerin artmas\u0131yla birlikte ABD endeks vadeli i\u015flemlerinde d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc. S&P 500 ve Nasdaq 100 vadeli kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 1 geriledi\u011fi, Asya borsalar\u0131nda ise kay\u0131plar\u0131n y\u00fczde 1,6 civar\u0131na ula\u015ft\u0131\u011f\u0131 belirtildi. Avrupa vadeli i\u015flemlerinin de g\u00fcne negatif bir ba\u015flang\u0131ca i\u015faret etti\u011fi ifade edildi.<\/p>\n
Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin piyasalardaki temel bask\u0131 unsuru oldu\u011fu kaydedilen de\u011ferlendirmede, \u0130ran sava\u015f\u0131n\u0131n ikinci haftas\u0131na girmesi ve k\u00fcresel petrol ticaretinin yakla\u015f\u0131k be\u015fte birinin ge\u00e7ti\u011fi H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n fiilen kapal\u0131 kalmas\u0131n\u0131n arz \u015fokunun s\u00fcrebilece\u011fi y\u00f6n\u00fcndeki endi\u015feleri art\u0131rd\u0131\u011f\u0131 bildirildi. Baz\u0131 kurumlar\u0131n Brent petrol fiyat\u0131n\u0131n 150 dolara kadar y\u00fckselebilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc belirtilirken Uluslararas\u0131 Para Fonu\u2019nun enerji fiyatlar\u0131nda kal\u0131c\u0131 y\u00fczde 10\u2019luk art\u0131\u015f\u0131n k\u00fcresel enflasyonu yakla\u015f\u0131k 40 baz puan art\u0131rabilece\u011fi ve ekonomik b\u00fcy\u00fcmeyi yava\u015flatabilece\u011fi de\u011ferlendirmesine yer verildi.<\/p>\n
\u00d6te yandan ABD ve baz\u0131 geli\u015fmi\u015f \u00fclkelerin petrol fiyatlar\u0131n\u0131 dengelemek amac\u0131yla stratejik rezervlerini kullanmaya haz\u0131rland\u0131\u011f\u0131 ifade edildi. Buna g\u00f6re ABD\u2019nin 172 milyon varil, Uluslararas\u0131 Enerji Ajans\u0131 \u00fcyesi \u00fclkelerin ise toplamda 400 milyon varile kadar petrol rezervini piyasaya sunma plan\u0131 bulundu\u011fu aktar\u0131ld\u0131. Ancak piyasalarda jeopolitik risk priminin petrol fiyatlar\u0131 \u00fczerindeki belirleyici unsur olmaya devam etti\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Gedik Yat\u0131r\u0131m ayr\u0131ca finansal piyasalarda kredi taraf\u0131ndaki geli\u015fmelere de dikkat \u00e7ekti. Morgan Stanley ve baz\u0131 fonlar\u0131n \u00f6zel kredi fonlar\u0131ndan para \u00e7ekimlerini s\u0131n\u0131rlamas\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131n kredi kalitesine ili\u015fkin endi\u015felerini art\u0131rd\u0131\u011f\u0131 ve riskli varl\u0131klara olan talebi zay\u0131flatt\u0131\u011f\u0131 ifade edildi. Tahvil getirilerindeki y\u00fckseli\u015f ve petrol fiyatlar\u0131n\u0131n enflasyonu yeniden art\u0131rabilece\u011fi beklentisinin, ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirimlerine ili\u015fkin beklentileri s\u0131n\u0131rlad\u0131\u011f\u0131 ve hisse senedi piyasalar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Avrupa piyasalar\u0131na ili\u015fkin de\u011ferlendirmede ise petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon endi\u015felerini yeniden g\u00fcndeme getirdi\u011fi ve merkez bankalar\u0131n\u0131n faiz indirimi ihtimalini zay\u0131flatt\u0131\u011f\u0131 belirtildi. \u0130ran sava\u015f\u0131n\u0131n uzayabilece\u011fi beklentisinin enerji piyasalar\u0131nda yukar\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi. Avrupa Birli\u011fi\u2019nin b\u00f6lgede enflasyonun bu y\u0131l y\u00fczde 3\u2019\u00fcn \u00fczerine \u00e7\u0131kabilece\u011fi y\u00f6n\u00fcndeki uyar\u0131s\u0131n\u0131n para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin belirsizli\u011fi art\u0131rd\u0131\u011f\u0131 bildirildi.<\/p>\n
K\u00fcresel ticaret taraf\u0131nda ise ABD y\u00f6netiminin \u00c7in, Avrupa Birli\u011fi ve baz\u0131 ekonomilere y\u00f6nelik yeni ticaret soru\u015fturmalar\u0131 ba\u015flatmas\u0131n\u0131n piyasalar \u00fczerinde ek bask\u0131 olu\u015fturabilece\u011fi belirtildi. Avrupa\u2019da bug\u00fcn \u00f6nemli bir makro veri ak\u0131\u015f\u0131 bulunmad\u0131\u011f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n ise BMW, RWE ve Daimler Truck gibi \u015firketlerin a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7lara odaklanaca\u011f\u0131 ifade edildi. Vadeli i\u015flemlerde Euro Stoxx 50 kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,9, Stoxx 600 kontratlar\u0131n\u0131n ise y\u00fczde 0,7 geriledi\u011fi ve Avrupa borsalar\u0131n\u0131n g\u00fcne negatif ba\u015flamas\u0131n\u0131n beklendi\u011fi kaydedildi.<\/p>\n
T\u00fcrkiye piyasalar\u0131na ili\u015fkin de\u011ferlendirmede ise d\u00f6viz kurunda s\u0131n\u0131rl\u0131 volatilite ile yatay bir seyir izlendi\u011fi belirtildi. Orta Do\u011fu\u2019da ABD, \u0130srail ve \u0130ran aras\u0131nda devam eden gerilime ili\u015fkin geli\u015fmelerin piyasalar\u0131n oda\u011f\u0131nda olmaya devam etti\u011fi ifade edildi. Enerji arz g\u00fcvenli\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n durumunun k\u00fcresel enflasyon a\u00e7\u0131s\u0131ndan \u00f6nemini korudu\u011fu vurguland\u0131.<\/p>\n
ABD\u2019de a\u00e7\u0131klanan enflasyon verilerinin ise beklentilere paralel ger\u00e7ekle\u015fti\u011fi kaydedildi. Buna g\u00f6re \u015fubat ay\u0131nda t\u00fcketici enflasyonu ayl\u0131k y\u00fczde 0,3, y\u0131ll\u0131k y\u00fczde 2,4 artarken \u00e7ekirdek enflasyon da ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 2,5 art\u0131\u015f g\u00f6sterdi. Verilerin piyasalardaki fiyatlamalara etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Gedik Yat\u0131r\u0131m de\u011ferlendirmesinde ayr\u0131ca bug\u00fcn T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131n\u0131n takip edilece\u011fi ve politika faizinde bir de\u011fi\u015fiklik beklenmedi\u011fi belirtildi. Dolar\/TL kurunun ise sabah saatlerinde 44,11 seviyelerinde hafif y\u00fckseli\u015f e\u011filimi g\u00f6sterdi\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130Stanbul, 12 Mart (Hibya) – Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalara ili\u015fkin yay\u0131mlad\u0131\u011f\u0131 de\u011ferlendirmede Orta Do\u011fu\u2019daki jeopolitik gerilimin yeniden y\u00fckselmesinin risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":60229,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-60228","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60228","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=60228"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60228\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/60229"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=60228"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=60228"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=60228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"