Gedik Yat\u0131r\u0131m’\u0131n raporunda, k\u00fcresel piyasalarda hafta ba\u015f\u0131nda g\u00f6r\u00fclen rahatlama havas\u0131n\u0131n h\u0131zla yerini temkinli bir duru\u015fa b\u0131rak\u0131rken, Orta Do\u011fu\u2019daki gerilimin yeniden t\u0131rmanabilece\u011fine dair sinyaller fiyatlamalara y\u00f6n verdi\u011fi belirtildi. ABD m\u00fcttefiklerinin \u0130ran\u2019a kar\u015f\u0131 \u00e7at\u0131\u015fmaya dahil olabilece\u011fine y\u00f6nelik haber ak\u0131\u015f\u0131 ve \u0130ran cephesinden gelen \u201cm\u00fczakere yok\u201d mesajlar\u0131n\u0131n risk i\u015ftah\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131na vurgu yap\u0131l\u0131rken \u015funlar kaydedildi:<\/p>\n
“Bu \u00e7er\u00e7evede S&P 500 vadeli kontratlar\u0131 gerilerken, Avrupa borsalar\u0131n\u0131n da zay\u0131f a\u00e7\u0131l\u0131\u015fa haz\u0131rland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Enerji taraf\u0131nda ise jeopolitik riskler yeniden \u00f6ne \u00e7\u0131karken, Brent petrol\u00fcn 100 dolar\u0131n \u00fczerine t\u0131rmanmas\u0131 enflasyon beklentilerini yukar\u0131 \u00e7ekerek k\u0131sa vadeli faiz indirimi beklentilerini zay\u0131flat\u0131yor; bu da dolar ve k\u0131sa vadeli tahvil getirilerinde y\u00fckseli\u015fi destekliyor. Buna kar\u015f\u0131n alt\u0131n, g\u00fcvenli liman talebine ra\u011fmen g\u00fc\u00e7l\u00fc dolar ve faiz bask\u0131s\u0131yla d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek dikkat \u00e7ekici bir ayr\u0131\u015fma sergiliyor.<\/p>\n
Piyasadaki bu sert y\u00f6n de\u011fi\u015fimi, Trump\u2019\u0131n \u0130ran enerji altyap\u0131s\u0131na y\u00f6nelik olas\u0131 sald\u0131r\u0131lar\u0131 ertelemesi sonras\u0131 olu\u015fan iyimserli\u011fin kal\u0131c\u0131 olmad\u0131\u011f\u0131n\u0131 g\u00f6sterirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki ak\u0131\u015f\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131 enerji piyasalar\u0131 \u00fczerindeki bask\u0131n\u0131n s\u00fcrebilece\u011fine i\u015faret ediyor. Artan petrol fiyatlar\u0131n\u0131n enflasyonu besleme riski, merkez bankalar\u0131n\u0131n gev\u015feme s\u00fcrecini \u00f6telemesi hatta daha s\u0131k\u0131 bir duru\u015fa y\u00f6nelmesi ihtimalini g\u00fc\u00e7lendiriyor. Bu belirsizlik ortam\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n daha defansif pozisyonlara y\u00f6neldi\u011fi, nakit oranlar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ve t\u00fcrev ara\u00e7larla a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskleri hedge etmeye ba\u015flad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, piyasan\u0131n y\u00f6n\u00fc b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ABD\u2013\u0130ran hatt\u0131nda somut bir diplomatik ad\u0131m gelip gelmeyece\u011fine ba\u011fl\u0131 kalmaya devam ediyor.<\/p>\n
Avrupa piyasalar\u0131 yeni g\u00fcne sat\u0131\u015f bask\u0131s\u0131yla ba\u015flarken, \u00f6nceki seansta g\u00f6r\u00fclen toparlanma yerini yeniden artan jeopolitik risklere b\u0131rakt\u0131. \u0130ran\u2019\u0131n ABD ile herhangi bir m\u00fczakere y\u00fcr\u00fctmedi\u011fini a\u00e7\u0131klamas\u0131 ve b\u00f6lgede kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n devam etmesi, Orta Do\u011fu\u2019da tansiyonun d\u00fc\u015fmeyece\u011fine y\u00f6nelik endi\u015feleri art\u0131rarak risk i\u015ftah\u0131n\u0131 zay\u0131flatt\u0131. Bu geli\u015fmelerin etkisiyle Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131nda d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcl\u00fcrken, yat\u0131r\u0131mc\u0131lar ayn\u0131 zamanda a\u00e7\u0131klanacak imalat verileriyle \u015firketlerin artan belirsizlik ortam\u0131na nas\u0131l tepki verdi\u011fini takip edecek. \u00d6nceki g\u00fcn Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik planlanan sald\u0131r\u0131lar\u0131 ertelemesiyle olu\u015fan iyimserli\u011fin kal\u0131c\u0131 olmad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, piyasalar k\u0131sa vadede haber ak\u0131\u015f\u0131na duyarl\u0131 ve temkinli bir seyir izlemeye devam ediyor.<\/p>\n
Kurda d\u00fc\u015f\u00fck volatilitede yataya yak\u0131n seyirlerin izlendi\u011fi bir g\u00fcn\u00fc geride b\u0131rakt\u0131k. ABD Ba\u015fkan\u0131 D. Trump, \u0130ran ile \u00e7at\u0131\u015fmalar\u0131n tam ve kesin \u00e7\u00f6z\u00fcm\u00fcne y\u00f6nelik verimli g\u00f6r\u00fc\u015fmeler ger\u00e7ekle\u015ftirildi\u011fini, bu ba\u011flamda enerji santrali ve altyap\u0131lar\u0131na y\u00f6nelik t\u00fcm askeri sald\u0131r\u0131lar\u0131 be\u015f g\u00fcnl\u00fc\u011f\u00fcne erteledi\u011fini bildirmesi piyasalarda risk i\u015ftah\u0131n\u0131 art\u0131r\u0131rken, \u0130ran D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131 ABD ile herhangi bir g\u00f6r\u00fc\u015fme yap\u0131lmad\u0131\u011f\u0131n\u0131 bildirdi. Geli\u015fmelere ba\u011fl\u0131 olarak dolar endeksinde g\u00fcn i\u00e7i volatilite artarken, kur \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kald\u0131.<\/p>\n
D\u00fcn yurt i\u00e7erisinde a\u00e7\u0131klanan t\u00fcketici g\u00fcven endeksi, mart ay\u0131nda 85,7\u2019den s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle 85,00 seviyesine geriledi. Bug\u00fcn yurt i\u00e7inde reel kesim g\u00fcven endeksi, ABD\u2019de ise \u00f6nc\u00fc PMI verileri a\u00e7\u0131klanacak. Dolar\/TL, bu sabah saat 08.00 itibar\u0131yla 44,34 civar\u0131nda hafif y\u00fckseli\u015f e\u011filiminde hareket ediyor.”<\/p>\n
<\/strong> \u0130stanbul, 24 Mart (Hibya) – Gedik Yat\u0131r\u0131m, enerji taraf\u0131nda jeopolitik risklerin yeniden \u00f6ne \u00e7\u0131karken, Brent petrol\u00fcn 100 dolar\u0131n \u00fczerine t\u0131rmanmas\u0131n\u0131n enflasyon beklentilerini yukar\u0131 \u00e7ekerek k\u0131sa vadeli faiz indirimi beklentilerini zay\u0131flatt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":65363,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-65362","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/65362","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=65362"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/65362\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/65363"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=65362"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=65362"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=65362"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"