Marba\u015f Menkul De\u011ferler’in raporunda, i\u00e7 tarafta k\u00fcresel piyasalara paralel olarak fiyatlamalar\u0131n s\u00fcre\u00e7leri takip edilirken Brent Petrol nezdinde 100 dolar\u0131n \u00fczerinde olu\u015fan fiyatlamalar\u0131n enflasyon a\u00e7\u0131s\u0131ndan olu\u015fturaca\u011f\u0131 negatif etkinin fiyatlamalar\u0131n\u0131n devam\u0131n\u0131 izleyece\u011fi aktar\u0131ld\u0131. Raporda ayr\u0131ca \u015funlar kaydedildi:<\/p>\n
“Yeni g\u00fcnde maj\u00f6r makro veri ve haber ak\u0131\u015f\u0131 bulunmazken 13.000 b\u00f6lgesinde tutunup tutunmayaca\u011f\u0131m\u0131z\u0131 takip edece\u011fiz. CDS\u2019lerde ise olu\u015fan yukar\u0131 y\u00f6nl\u00fc hareketlerin bankac\u0131l\u0131k ba\u015fta olmak \u00fczere endeksin genelinde ekstra bask\u0131 yaratt\u0131\u011f\u0131n\u0131 da belirtmek isteriz. \u00d6zetle risk i\u015ftah\u0131nda daralman\u0131n devam\u0131n\u0131 beklerken haber ak\u0131\u015f\u0131 odakl\u0131 seyrin devam\u0131n\u0131 beklemekteyiz.<\/p>\n
ABD piyasalar\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki trafi\u011fin sorun yaratmaya devam etmesiyle beraber Brent Petrol\u2019de yeniden 100 dolar \u00fczerinde fiyatlamalar\u0131 izlerken risk i\u015ftah\u0131nda da bask\u0131lanman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. Yeni haftada ise FED faiz karar\u0131n\u0131 takip ederken ortak g\u00f6r\u00fc\u015f\u00fcn sabit tutulaca\u011f\u0131 y\u00f6n\u00fcnde oldu\u011funu belirtirken bir di\u011fer takip edilecek \u00f6nemli geli\u015fme ise NVIDIA\u2019n\u0131n CEO\u2019sunun a\u00e7\u0131l\u0131\u015f konu\u015fmas\u0131n\u0131 yapaca\u011f\u0131 y\u0131ll\u0131k GTC konferans\u0131n\u0131n Pazartesi g\u00fcn\u00fc itibariyle ba\u015flamas\u0131d\u0131r. \u00d6zellikle teknoloji hisselerinde tema ve fiyatlama a\u00e7\u0131s\u0131ndan \u00f6nemli oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fcz konferanstan gelecek haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalar \u00fczerinde maj\u00f6r etkisi olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Asya-Pasifik taraf\u0131nda hafta sonu ve haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde g\u00fcndem a\u011f\u0131rl\u0131kl\u0131 olarak Ortado\u011fu\u2019daki jeopolitik geli\u015fmelerin enerji piyasalar\u0131 ve b\u00f6lge ekonomileri \u00fczerindeki etkileri etraf\u0131nda \u015fekillendi. \u0130ran-ABD-\u0130srail hatt\u0131ndaki gerilimin petrol fiyatlar\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc bask\u0131lamas\u0131 enerji ithalat\u00e7\u0131s\u0131 ekonomiler i\u00e7in risk olu\u015ftururken Avustralya ve Japonya h\u00fck\u00fcmetleri H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n g\u00fcvenli\u011fi i\u00e7in b\u00f6lgeye askeri gemi g\u00f6nderme planlar\u0131n\u0131n bulunmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Artan enerji fiyatlar\u0131n\u0131n \u00f6zellikle Japonya ekonomisi \u00fczerinde bask\u0131 yaratabilece\u011fi ve Orta Do\u011fu\u2019daki krizin enerji maliyetleri \u00fczerinden d\u0131\u015f ticaret dengesi ile ihracat g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan risk olu\u015fturabilece\u011fi ifade edilirken ihracat art\u0131\u015f\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nemde yava\u015flayabilece\u011fi de\u011ferlendiriliyor. Enerji arz\u0131na ili\u015fkin belirsizlikleri s\u0131n\u0131rlamak amac\u0131yla Uluslararas\u0131 Enerji Ajans\u0131\u2019n\u0131n stratejik petrol rezervlerinden Asya piyasalar\u0131na sevkiyat ba\u015flatabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 ve b\u00f6lge \u00fclkelerinin ABD \u015firketleriyle enerji arz g\u00fcvenli\u011fini g\u00fc\u00e7lendirmeye y\u00f6nelik yat\u0131r\u0131m ve tedarik anla\u015fmalar\u0131 da takip edilen geli\u015fmeler aras\u0131nda yer ald\u0131. \u00d6te yandan \u00c7in ekonomisine ili\u015fkin a\u00e7\u0131klanan \u015eubat ay\u0131 verileri i\u00e7 talep ve \u00fcretim taraf\u0131nda s\u0131n\u0131rl\u0131 toparlanmaya i\u015faret etti; perakende sat\u0131\u015flar y\u0131ll\u0131k y\u00fczde 2,8 ile beklentilerin \u00fczerinde ger\u00e7ekle\u015firken sanayi \u00fcretimi y\u00fczde 6,3 art\u0131\u015fla tahminleri a\u015ft\u0131. Buna kar\u015f\u0131n emlak sekt\u00f6r\u00fcndeki zay\u0131fl\u0131k devam ederken konut fiyatlar\u0131 ayl\u0131k bazda y\u00fczde 0,3 geriledi. Ticaret taraf\u0131nda ise \u00c7in\u2019in ABD\u2019den daha fazla tar\u0131m \u00fcr\u00fcn\u00fc sat\u0131n almaya a\u00e7\u0131k oldu\u011funu belirtmesi iki \u00fclke aras\u0131ndaki ticari ili\u015fkiler a\u00e7\u0131s\u0131ndan g\u00f6rece daha \u0131l\u0131ml\u0131 bir sinyal olarak de\u011ferlendirildi.<\/p>\n
Avrupa taraf\u0131nda hafta sonu g\u00fcndemi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Ortado\u011fu\u2019daki sava\u015f\u0131n enerji piyasalar\u0131 ve enflasyon \u00fczerindeki potansiyel etkileri etraf\u0131nda \u015fekillendi. \u0130ran merkezli \u00e7at\u0131\u015fman\u0131n k\u00fcresel enerji arz\u0131na y\u00f6nelik riskleri art\u0131rmas\u0131yla Avrupa\u2019da do\u011fal gaz fiyatlar\u0131n\u0131n sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana yakla\u015f\u0131k y\u00fczde 50 y\u00fckseldi\u011fi belirtilirken bu durumun b\u00f6lge ekonomileri \u00fczerinde yeni bir maliyet bask\u0131s\u0131 yaratabilece\u011fi de\u011ferlendiriliyor. Artan enerji maliyetlerine kar\u015f\u0131 Avrupa Birli\u011fi\u2019nin vergi indirimleri, devlet destekleri ve karbon piyasas\u0131nda d\u00fczenleme gibi \u00f6nlemleri de\u011ferlendirmeye ba\u015flad\u0131\u011f\u0131 ifade edilirken jeopolitik risklerin enerji arz\u0131 \u00fczerindeki etkileri de yak\u0131ndan izleniyor. Bu \u00e7er\u00e7evede Fransa, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda seyr\u00fcsefer \u00f6zg\u00fcrl\u00fc\u011f\u00fcn\u00fcn m\u00fcmk\u00fcn olan en k\u0131sa s\u00fcrede yeniden sa\u011flanmas\u0131 gerekti\u011fini vurgularken Almanya ise b\u00f6lgede olas\u0131 uluslararas\u0131 bir askeri operasyona kat\u0131lmayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u00d6te yandan \u0130ngiltere Ba\u015fbakan\u0131 Keir Starmer, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmeleri ABD ve Kanada liderleriyle g\u00f6r\u00fc\u015ferek enerji arz g\u00fcvenli\u011fi ve b\u00f6lgedeki durumun k\u00fcresel ticaret \u00fczerindeki etkilerini de\u011ferlendirdi. Enerji fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yeniden yukar\u0131 \u00e7ekebilece\u011fi de\u011ferlendirilirken yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 yeni haftada ABD Merkez Bankas\u0131, Avrupa Merkez Bankas\u0131 ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n a\u00e7\u0131klayaca\u011f\u0131 faiz kararlar\u0131na \u00e7evrilmi\u015f durumda. Ayr\u0131ca Paris\u2019te ABD ve \u00c7in ekonomi yetkilileri aras\u0131nda ba\u015flayan g\u00f6r\u00fc\u015fmelerin k\u00fcresel ticaret gerilimlerini azaltarak yeni bir liderler zirvesinin \u00f6n\u00fcn\u00fc a\u00e7abilece\u011fi de Avrupa g\u00fcndeminde yer alan ba\u015fl\u0131klar aras\u0131nda bulunuyor.<\/p>\n
Emtialar taraf\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131 etkisiyle Brent Petrol\u2019de yeniden 100 dolar \u00fczerinde fiyatlamalar izlenirken alt\u0131n taraf\u0131nda 5000 dolar talep b\u00f6lgesi devam etse de hareketlerin s\u0131n\u0131rl\u0131 kalmaya devam etti\u011fi g\u00f6r\u00fcl\u00fcyor.”<\/p>\n
<\/strong> \u0130stanbul, 16 Mart (Hibya) – Marba\u015f Menkul De\u011ferler, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmelerin etkisiyle Brent petrol\u00fcn yeniden 100 dolar\u0131n \u00fczerinde fiyatlan\u0131rken, ons alt\u0131nda 5.000 dolar talep b\u00f6lgesi korunmas\u0131na ra\u011fmen hareketlerin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":61654,"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-61653","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\/61653","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=61653"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61653\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/61654"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=61653"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=61653"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=61653"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"