A1 Capital’in raporunda, finans piyasalar\u0131nda bir olumsuz haftan\u0131n daha geride kald\u0131\u011f\u0131 belirtildi. D\u00fc\u015f\u00fc\u015flerin Wall Street\u2019te daha belirgin olurken, Avrupa piyasalar\u0131ndaki kay\u0131plar\u0131n daha s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131na de\u011finildi. Raporda ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“Piyasalar \u0130ran\u2019daki \u00e7at\u0131\u015fmalar\u0131n seyrine paralel hareket etmeyi s\u00fcrd\u00fcr\u00fcrken petrol fiyatlar\u0131ndaki dalgalanmalara da hassas tepki veriyor. Stratejik rezervlerin kullan\u0131m\u0131yla ilgili \u00e7e\u015fitli a\u00e7\u0131klamalara ra\u011fmen petrol fiyatlar\u0131 100 dolar civar\u0131nda dengelendi. Enflasyon endi\u015feleri yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde \u00f6nemli bir yer tutarken, ba\u015fl\u0131ca merkez bankalar\u0131n\u0131n bu hafta ger\u00e7ekle\u015ftirece\u011fi toplant\u0131lar da yak\u0131ndan izleniyor.<\/p>\n
ABD\u2019de Trump y\u00f6netimi, \u0130ran sava\u015f\u0131n\u0131 sona erdirmeye y\u00f6nelik diplomatik m\u00fczakerelerin ba\u015flat\u0131lmas\u0131 i\u00e7in Orta Do\u011fu m\u00fcttefiklerinin y\u00fcr\u00fctt\u00fc\u011f\u00fc \u00e7abalar\u0131 geri \u00e7evirirken, \u0130ran taraf\u0131 ise ABD ve \u0130srail\u2019in sald\u0131r\u0131lar\u0131 sona ermeden herhangi bir ate\u015fkes ihtimalini reddetti. Washington ve Tahran\u2019\u0131n bu tutumu, \u00e7at\u0131\u015fman\u0131n sivil kay\u0131plara yol a\u00e7arak geni\u015fleme riskini art\u0131rd\u0131\u011f\u0131 ve \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 kapatmas\u0131n\u0131n petrol fiyatlar\u0131n\u0131 y\u00fckseltti\u011fi bir ortamda, taraflar\u0131n uzun s\u00fcreli bir \u00e7at\u0131\u015fmaya haz\u0131rland\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n
Cuma gecesi ABD\u2019nin \u0130ran\u2019\u0131n ana petrol ihracat merkezi olan Harg Adas\u0131\u2019na d\u00fczenledi\u011fi sald\u0131r\u0131lar, Trump\u2019\u0131n askeri operasyonu s\u00fcrd\u00fcrme kararl\u0131l\u0131\u011f\u0131n\u0131 ortaya koydu. ABD Ba\u015fkan\u0131 Trump, Harg Adas\u0131\u2019na y\u00f6nelik daha fazla sald\u0131r\u0131 tehdidinde bulunurken, k\u00fcresel enerji piyasalar\u0131nda ciddi dalgalanmalara yol a\u00e7an ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapanmas\u0131na neden olan sava\u015f\u0131n sona ermesi i\u00e7in Tahran ile bir anla\u015fmaya haz\u0131r olmad\u0131\u011f\u0131n\u0131 ifade etti. Bu a\u00e7\u0131klamalar, daha \u00f6nce ABD\u2019nin Harg Adas\u0131\u2019nda yaln\u0131zca askeri tesisleri hedef ald\u0131\u011f\u0131n\u0131 s\u00f6yleyen Trump\u2019\u0131n s\u00f6yleminde belirgin bir t\u0131rman\u0131\u015fa i\u015faret etti. Ortado\u011fu\u2019ya yay\u0131lan \u00e7at\u0131\u015fmalarda \u00e7o\u011fu \u0130ran ve L\u00fcbnan\u2019da olmak \u00fczere 2 binden fazla ki\u015finin hayat\u0131n\u0131 kaybetti\u011fi belirtilirken, \u0130ran\u2019\u0131n yeni lideri M\u00fccteba Hamenei de H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 kapal\u0131 tutma s\u00f6z\u00fc verdi ve kom\u015fu \u00fclkelere y\u00f6nelik sald\u0131r\u0131lar\u0131 art\u0131rma tehdidinde bulundu.<\/p>\n
Brent petrol fiyat\u0131 yakla\u015f\u0131k y\u00fczde 10 art\u0131\u015fla varil ba\u015f\u0131na 101 dolara y\u00fckselirken, jeopolitik geli\u015fmelere g\u00f6rece daha az duyarl\u0131 olan WTI petrol\u00fc de y\u00fczde 6 artarak 95 dolar civar\u0131na \u00e7\u0131kt\u0131. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki devam eden abluka bu fiyat art\u0131\u015f\u0131n\u0131n temel nedeni olarak g\u00f6r\u00fcl\u00fcyor. Basra K\u00f6rfezi\u2019ndeki \u00fcreticiler ham petrollerini normal \u015fekilde ihra\u00e7 edemezken, depolama altyap\u0131lar\u0131 h\u0131zla doluyor. Bu durum kar\u015f\u0131s\u0131nda Irak, Kuveyt, Birle\u015fik Arap Emirlikleri ve Suudi Arabistan gibi \u00fclkeler \u00fcretimi azaltma yoluna gidiyor.<\/p>\n
Uluslararas\u0131 Enerji Ajans\u0131, stratejik rezervlerden rekor d\u00fczeyde 400 milyon varil petrol\u00fcn piyasaya s\u00fcr\u00fclece\u011fini a\u00e7\u0131klad\u0131. Ayn\u0131 zamanda ABD y\u00f6netimi Rus petrol\u00fcn\u00fc hedef alan baz\u0131 ekonomik yapt\u0131r\u0131mlar\u0131 30 g\u00fcnl\u00fc\u011f\u00fcne, 11 Nisan\u2019a kadar ask\u0131ya ald\u0131. Ancak bu \u00f6nlemlerin piyasalar\u0131 ge\u00e7ici olarak rahatlatabilece\u011fi, temel sorunu \u00e7\u00f6zmeyece\u011fi belirtiliyor. Ham petrol fiyatlar\u0131nda kal\u0131c\u0131 bir d\u00fc\u015f\u00fc\u015f\u00fcn ancak H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131yla m\u00fcmk\u00fcn olaca\u011f\u0131 de\u011ferlendiriliyor.<\/p>\n
ABD Enerji Bakan\u0131 Chris Wright ise yapt\u0131\u011f\u0131 a\u00e7\u0131klamada \u0130ran ile sava\u015f\u0131n \u201c\u00f6n\u00fcm\u00fczdeki birka\u00e7 hafta i\u00e7inde\u201d sona ermesini bekledi\u011fini belirterek petrol arz\u0131n\u0131n toparlanaca\u011f\u0131n\u0131 ve enerji maliyetlerinin d\u00fc\u015fece\u011fini ifade etti.<\/p>\n
Haftan\u0131n sonunda ABD\u2019den gelen makroekonomik veriler yat\u0131r\u0131mc\u0131lar\u0131n bir miktar rahatlamas\u0131na neden oldu. Fed\u2019in tercih etti\u011fi enflasyon g\u00f6stergesi olan \u00e7ekirdek PCE endeksi ayl\u0131k bazda y\u00fczde 0,4 art\u0131\u015fla beklentilere paralel ger\u00e7ekle\u015firken, ki\u015fisel harcamalar y\u00fczde 0,3\u2019l\u00fck tahminin \u00fczerinde y\u00fczde 0,4 art\u0131\u015f g\u00f6sterdi. Bununla birlikte \u0130srail ve ABD\u2019nin \u0130ran\u2019a y\u00f6nelik m\u00fcdahalesinin ekonomik etkilerinin hen\u00fcz verilere yans\u0131mad\u0131\u011f\u0131 belirtiliyor. H\u00fcrm\u00fcz Bo\u011faz\u0131 kapal\u0131 kald\u0131\u011f\u0131 s\u00fcrece petrol fiyatlar\u0131n\u0131n y\u00fcksek seyretmesi, b\u00fcy\u00fcmeyi bask\u0131lamas\u0131, \u00e7ekirdek enflasyonu art\u0131rmas\u0131 ve Fed\u2019in hareket alan\u0131n\u0131 s\u0131n\u0131rlamas\u0131 bekleniyor.<\/p>\n
Bu nedenle Fed\u2019in bu haftaki toplant\u0131s\u0131nda mevcut politikan\u0131n korunmas\u0131 bekleniyor. Daha \u00f6nce iki faiz indirimi \u00f6ng\u00f6r\u00fcl\u00fcrken, art\u0131k y\u0131l genelinde yaln\u0131zca bir faiz indirimi beklentisi \u00f6ne \u00e7\u0131k\u0131yor. Bu arada Alman 10 y\u0131ll\u0131k tahvil getirisi y\u00fczde 3,02 ile 2023 zirvelerine yakla\u015farak tahvil piyasas\u0131nda sert bir s\u0131k\u0131la\u015fma sinyali verdi. Enerji ithalat\u0131na ba\u011f\u0131ml\u0131 olan Avrupa ekonomisinin petrol ve do\u011fal gaz fiyatlar\u0131ndaki hareketlere kar\u015f\u0131 olduk\u00e7a hassas oldu\u011fu belirtiliyor.<\/p>\n
K\u00fcresel arz riskleri nedeniyle al\u00fcminyum fiyatlar\u0131nda da keskin bir y\u00fckseli\u015f ya\u015fand\u0131. Buna kar\u015f\u0131l\u0131k g\u00fc\u00e7l\u00fc ABD dolar\u0131 alt\u0131n ve bak\u0131r fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu. Al\u00fcminyum fiyatlar\u0131 Nisan 2022\u2019den bu yana en y\u00fcksek seviyesine \u00e7\u0131karak ton ba\u015f\u0131na 3.500 dolar\u0131n \u00fczerine y\u00fckseldi. Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n, k\u00fcresel al\u00fcminyum arz\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 10\u2019unu kar\u015f\u0131layan b\u00f6lgedeki \u00fcretimi do\u011frudan tehdit etti\u011fi ifade ediliyor.<\/p>\n
Jeopolitik gerilimlere ra\u011fmen alt\u0131n fiyatlar\u0131n\u0131n y\u00fckselmekte zorland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Ons alt\u0131n yakla\u015f\u0131k 5.100 dolar seviyesinde i\u015flem g\u00f6r\u00fcyor. Petrol fiyatlar\u0131n\u0131n varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131 enflasyon endi\u015felerini art\u0131r\u0131rken, bu durum Fed\u2019in faiz indirimlerini ertelemesine neden oluyor. Daha s\u0131k\u0131 para politikas\u0131 beklentileri ABD dolar\u0131n\u0131 g\u00fc\u00e7lendirirken, g\u00fc\u00e7l\u00fc dolar di\u011fer para birimlerini kullanan yat\u0131r\u0131mc\u0131lar i\u00e7in alt\u0131n\u0131 daha pahal\u0131 hale getirerek talebi s\u0131n\u0131rl\u0131yor.<\/p>\n
Trump\u2019\u0131n ge\u00e7en hafta yapt\u0131\u011f\u0131 \u201c\u0130ran\u2019la olan \u00e7at\u0131\u015fma \u00e7ok yak\u0131nda sona erebilir, ancak sonuna kadar gitmeliyiz\u201d a\u00e7\u0131klamas\u0131 da mevcut yakla\u015f\u0131m\u0131 \u00f6zetler nitelikte g\u00f6r\u00fcl\u00fcyor. Uzmanlar devam eden sava\u015f\u0131n ekonomik etkilerinin haftalar hatta aylar boyunca hissedilebilece\u011fini belirtiyor. Enerji \u015fokunun hem daha d\u00fc\u015f\u00fck b\u00fcy\u00fcme hem de daha y\u00fcksek enflasyon anlam\u0131na geldi\u011fi ve piyasalar\u0131n bu durumu giderek daha fazla fiyatlamaya ba\u015flad\u0131\u011f\u0131 ifade ediliyor.<\/p>\n
Bu \u00e7er\u00e7evede Fed, Avrupa Merkez Bankas\u0131, \u0130ngiltere Merkez Bankas\u0131, Japonya Merkez Bankas\u0131 ve \u0130svi\u00e7re Ulusal Bankas\u0131\u2019n\u0131n bu hafta ger\u00e7ekle\u015ftirece\u011fi toplant\u0131lar piyasalar\u0131n oda\u011f\u0131nda bulunuyor. K\u0131sa vadede daha fazla netlik sa\u011flanana kadar mevcut politikalar\u0131n korunmas\u0131n\u0131n tercih edildi\u011fi belirtilirken, piyasalar Fed\u2019den bu y\u0131l bir faiz indirimi beklemeyi s\u00fcrd\u00fcr\u00fcyor. Avrupa Merkez Bankas\u0131\u2019n\u0131n Temmuz ay\u0131na kadar faiz art\u0131r\u0131m\u0131 yapabilece\u011fi, \u0130ngiltere Merkez Bankas\u0131 i\u00e7in de faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n g\u00fcndemde oldu\u011fu de\u011ferlendiriliyor.”<\/p>\n
<\/strong> \u0130stanbul, 16 Mart (Hibya) – A1 Capital, k\u00fcresel piyasalarda, jeopolitik gerilimlerin etkisiyle olumsuz bir haftan\u0131n geride kald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":61630,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-61629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61629","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=61629"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61629\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/61630"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=61629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=61629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=61629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"