{"id":60378,"date":"2026-03-12T14:15:09","date_gmt":"2026-03-12T11:15:09","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/03\/12\/kuresel-piyasalar-orta-dogu-jeopolitik-gelismeleri-ve-enerji-fiyatlarini-izliyor"},"modified":"2026-03-12T14:15:09","modified_gmt":"2026-03-12T11:15:09","slug":"kuresel-piyasalar-orta-dogu-jeopolitik-gelismeleri-ve-enerji-fiyatlarini-izliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/03\/12\/kuresel-piyasalar-orta-dogu-jeopolitik-gelismeleri-ve-enerji-fiyatlarini-izliyor\/","title":{"rendered":"K\u00fcresel piyasalar Orta Do\u011fu jeopolitik geli\u015fmeleri ve enerji fiyatlar\u0131n\u0131 izliyor"},"content":{"rendered":"

Gedik Yat\u0131r\u0131m de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda risk i\u015ftah\u0131 zay\u0131flarken yat\u0131r\u0131mc\u0131lar Orta Do\u011fu\u2019daki jeopolitik geli\u015fmelere ve petrol fiyatlar\u0131ndaki h\u0131zl\u0131 y\u00fckseli\u015fe odakland\u0131. B\u00f6lgedeki tanker sald\u0131r\u0131lar\u0131 ve petrol ta\u015f\u0131mac\u0131l\u0131\u011f\u0131ndaki aksakl\u0131klar enerji arz\u0131na ili\u015fkin endi\u015feleri art\u0131rd\u0131. Brent petrol k\u0131sa s\u00fcreli\u011fine 100 dolar\u0131n \u00fczerine \u00e7\u0131karken, Bat\u0131 Teksas tipi ham petrol de y\u00fckseli\u015f g\u00f6sterdi.<\/p>\n

Bu geli\u015fmeler S&P 500 vadeli i\u015flemlerinde yakla\u015f\u0131k y\u00fczde 0,4, Avrupa borsalar\u0131nda %0,5 ve Asya endekslerinde yakla\u015f\u0131k y\u00fczde1,2 de\u011fer kayb\u0131na yol a\u00e7t\u0131. Artan enerji fiyatlar\u0131n\u0131n enflasyonu h\u0131zland\u0131rabilece\u011fi ve ekonomik b\u00fcy\u00fcmeyi bask\u0131layabilece\u011fi endi\u015fesi yat\u0131r\u0131mc\u0131lar\u0131n riskten ka\u00e7\u0131nmas\u0131na neden oldu. Tahvil piyasas\u0131nda ise y\u0131l ba\u015f\u0131ndan bu yana elde edilen kazan\u00e7lar\u0131n bir k\u0131sm\u0131 geri verildi; ABD 10 y\u0131ll\u0131k tahvil faizi yakla\u015f\u0131k y\u00fczde 4,22 seviyesinde kald\u0131.<\/p>\n

Gedik Yat\u0131r\u0131m\u2019a g\u00f6re Avrupa hisse piyasalar\u0131nda jeopolitik riskler ve enerji fiyatlar\u0131ndaki y\u00fckseli\u015f geni\u015f tabanda sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131. STOXX 50 ve STOXX 600 endeksleri yakla\u015f\u0131k y\u00fczde 0,6 gerilerken, t\u00fcketim, finans ve sa\u011fl\u0131k sekt\u00f6rleri en \u00e7ok de\u011fer kaybeden alanlar aras\u0131nda yer ald\u0131. Savunma sekt\u00f6r\u00fc ise jeopolitik geli\u015fmelerden destek bulmaya devam etti; Leonardo hisseleri yakla\u015f\u0131k y\u00fczde 7,8, Rheinmetall y\u00fczde 3,5 prim yapt\u0131.<\/p>\n

Emtia piyasas\u0131nda petrol fiyatlar\u0131ndaki y\u00fckseli\u015f enflasyon beklentilerini yukar\u0131 \u00e7ekerken alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu. Ons alt\u0131n yakla\u015f\u0131k 5.180 dolar seviyesinde i\u015flem g\u00f6r\u00fcrken, g\u00fc\u00e7l\u00fc dolar ve y\u00fckselen tahvil getirileri de\u011ferli metali s\u0131n\u0131rlad\u0131. Gedik Yat\u0131r\u0131m, Orta Do\u011fu\u2019daki sava\u015f\u0131n uzamas\u0131 halinde enerji fiyatlar\u0131n\u0131n y\u00fcksek seyretmeye devam edebilece\u011fi ve bunun k\u00fcresel enflasyon ile merkez bankalar\u0131n\u0131n faiz politikalar\u0131 \u00fczerinde bask\u0131 yaratabilece\u011fini belirtiyor.<\/p>\n

\u015eirket baz\u0131nda ise UiPath (PATH), 4. \u00e7eyrekte gelir ve k\u00e2rl\u0131l\u0131k beklentilerini a\u015fmas\u0131na ra\u011fmen hisselerinde a\u00e7\u0131l\u0131\u015f \u00f6ncesi d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc. Gelir y\u0131ll\u0131k y\u00fczde 13,5 artarak 481 milyon dolara ula\u015f\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n temkinli kalmas\u0131 hisselerde sat\u0131\u015f bask\u0131s\u0131na yol a\u00e7t\u0131.<\/p>\n

Gedik Yat\u0131r\u0131m\u2019a g\u00f6re, yat\u0131r\u0131mc\u0131lar hem jeopolitik geli\u015fmeleri hem de enerji piyasas\u0131ndaki arz risklerini yak\u0131ndan izlemeye devam ediyor.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 12 Mart (Hibya) – K\u00fcresel piyasalarda risk i\u015ftah\u0131 zay\u0131flarken yat\u0131r\u0131mc\u0131lar Orta Do\u011fu\u2019daki jeopolitik geli\u015fmelere ve petrol fiyatlar\u0131ndaki h\u0131zl\u0131 y\u00fckseli\u015fe odakland\u0131.<\/p>\n","protected":false},"author":1,"featured_media":60379,"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-60378","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\/60378","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=60378"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60378\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/60379"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=60378"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=60378"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=60378"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}