{"id":66373,"date":"2026-03-26T08:00:11","date_gmt":"2026-03-26T05:00:11","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/03\/26\/jeopolitik-gerilim-piyasalari-sekillendiriyor"},"modified":"2026-03-26T08:00:11","modified_gmt":"2026-03-26T05:00:11","slug":"jeopolitik-gerilim-piyasalari-sekillendiriyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/03\/26\/jeopolitik-gerilim-piyasalari-sekillendiriyor\/","title":{"rendered":"Jeopolitik gerilim piyasalar\u0131 \u015fekillendiriyor"},"content":{"rendered":"<p class=\"MsoNormal\">\u0130kon Menkul&#8217;\u00fcn de\u011ferlendirmesinde, \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i&#8217;nin, ABD\u2019nin sava\u015fta \u201ch\u0131zl\u0131 zafer\u201d ve \u201crejim de\u011fi\u015fikli\u011fi\u201d hedeflerinde ba\u015far\u0131s\u0131z oldu\u011funu savunurken, kom\u015fu \u00fclkelere Washington\u2019dan uzak durmalar\u0131 \u00e7a\u011fr\u0131s\u0131 yapt\u0131\u011f\u0131, ayr\u0131ca arabulucular \u00fczerinden iletilen mesajlar\u0131n m\u00fczakere anlam\u0131na gelmedi\u011fini vurgulayarak \u0130ran\u2019\u0131n ABD ile do\u011frudan g\u00f6r\u00fc\u015fme niyeti olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi\u011fi an\u0131msat\u0131ld\u0131. De\u011ferlendirmede ayr\u0131ca \u015fu bilgilere yer verildi:<\/p>\n<p class=\"MsoNormal\">&#8220;AB Komisyonu, SAFE ortak savunma finansman program\u0131 kapsam\u0131nda Fransa ve \u00c7ekya\u2019n\u0131n savunma planlar\u0131n\u0131 onaylayarak bunlar\u0131 nihai onay i\u00e7in AB Konseyi\u2019ne g\u00f6nderdi; b\u00f6ylece iki \u00fclkenin s\u0131ras\u0131yla 15,09 milyar euro ve 2,06 milyar euroya eri\u015fmesinin \u00f6n\u00fc a\u00e7\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">\u0130ran gerilimi nedeniyle ertelenen Trump\u2019\u0131n Pekin ziyareti 14-15 May\u0131s 2026 tarihlerine yeniden planland\u0131. Trump da \u015ei Cinping ile g\u00f6r\u00fc\u015fmeyi teyit ederek bunun y\u0131l\u0131n en \u00f6nemli temaslar\u0131ndan biri olaca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n<p class=\"MsoNormal\">Meta, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 h\u0131zland\u0131rd\u0131\u011f\u0131 yeniden yap\u0131lanma s\u00fcrecinde y\u0131l\u0131n ikinci i\u015ften \u00e7\u0131karma dalgas\u0131n\u0131 ba\u015flatarak k\u00fcresel \u00e7apta y\u00fczlerce \u00e7al\u0131\u015fan\u0131n\u0131 i\u015ften \u00e7\u0131kar\u0131yor ve toplam etkinin bin ki\u015finin alt\u0131nda kalmas\u0131 bekleniyor.<\/p>\n<p class=\"MsoNormal\">ABD\u2019de 2025\u2019in son \u00e7eyre\u011finde cari a\u00e7\u0131\u011f\u0131n y\u00fczde 20,2 d\u00fc\u015f\u00fc\u015fle 190,7 milyar dolara gerileyerek son 5 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine inmesi d\u0131\u015f denge taraf\u0131nda iyile\u015fmeye i\u015faret ederken, \u015eubat ay\u0131nda ithalat fiyatlar\u0131n\u0131n ayl\u0131k y\u00fczde 1,3 artarak 2022\u2019den bu yana en sert y\u00fckseli\u015fi kaydetmesi ise maliyet bask\u0131lar\u0131n\u0131n yeniden g\u00fc\u00e7lendi\u011fini g\u00f6sterdi.<\/p>\n<p class=\"MsoNormal\">Merck, hematoloji ve kan kanseri portf\u00f6y\u00fcn\u00fc g\u00fc\u00e7lendirmek amac\u0131yla Terns Pharmaceuticals\u2019\u0131 hisse ba\u015f\u0131na 53 dolar nakit bedelle, toplam 6,7 milyar dolarl\u0131k anla\u015fmayla sat\u0131n alaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131; i\u015flemle birlikte \u00f6zellikle CML tedavisinde geli\u015ftirilen TERN-701 ilac\u0131 da Merck b\u00fcnyesine kat\u0131lacak. Hafta ba\u015f\u0131ndan beri hisse fiyat\u0131 yakla\u015f\u0131k y\u00fczde 5 art\u0131\u015f g\u00f6sterdi.<\/p>\n<p class=\"MsoNormal\">Beyaz Saray, \u0130ran\u2019\u0131n yenilgiyi kabul edip anla\u015fmaya yana\u015fmamas\u0131 halinde Trump\u2019\u0131n daha sert askeri ad\u0131mlar ataca\u011f\u0131n\u0131 s\u00f6ylerken, bir yandan da ate\u015fkes ve dolayl\u0131 diplomatik temas ihtimalinin masada tutuldu\u011funu vurgulad\u0131.<\/p>\n<p class=\"MsoNormal\">Fed, 2025\u2019te 18,7 milyar dolarl\u0131k faaliyet zarar\u0131 a\u00e7\u0131klayarak \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc y\u0131l da zararda kald\u0131; bunun temel nedeni, y\u00fcksek faiz d\u00f6neminde \u00f6dedi\u011fi faiz giderlerinin faiz gelirlerini a\u015fmas\u0131 oldu.<\/p>\n<p class=\"MsoNormal\">Rusya, i\u00e7 piyasada arz\u0131 korumak ve kay\u0131t d\u0131\u015f\u0131 ticareti s\u0131n\u0131rlamak amac\u0131yla k\u00fcl\u00e7e alt\u0131n ihracat\u0131n\u0131 ge\u00e7ici olarak yasaklad\u0131. Karar\u0131n \u00f6zellikle alt\u0131n arz\u0131 ve b\u00f6lgesel ticaret ak\u0131\u015flar\u0131 \u00fczerinde etkili olmas\u0131 bekleniyor.<\/p>\n<p class=\"MsoNormal\">AB, y\u00fckselen enerji maliyetlerini frenlemek i\u00e7in \u00f6zellikle elektrik fiyatlar\u0131 \u00fczerinde \u201cacil ve hedefli\u201d bir m\u00fcdahale plan\u0131 haz\u0131rlarken, devlet yard\u0131m\u0131 kurallar\u0131n\u0131 esnetme, \u015febeke maliyetlerini d\u00fc\u015f\u00fcrme, vergileri g\u00f6zden ge\u00e7irme ve ETS sistemini daha esnek hale getirme gibi ad\u0131mlarla hem k\u0131r\u0131lgan t\u00fcketicileri hem de enerji yo\u011fun sekt\u00f6rleri korumay\u0131 hedefliyor.<\/p>\n<p class=\"MsoNormal\">\u0130ran, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ge\u00e7i\u015f d\u00fczeninin art\u0131k \u201ceskisi gibi olmayaca\u011f\u0131n\u0131\u201d ilan ederek kurallar\u0131 yeniden belirledi\u011fini ve \u00f6zellikle ABD-\u0130srail ba\u011flant\u0131l\u0131 unsurlar\u0131n ge\u00e7i\u015fine izin verilmeyece\u011fini s\u00f6ylerken, petrol fiyatlar\u0131n\u0131n daha da y\u00fckselmesinin kendi kontrollerinde oldu\u011fu mesaj\u0131n\u0131 verdi.<\/p>\n<p class=\"MsoNormal\">BAE, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda olas\u0131 bir kesintiyi \u201cekonomik ter\u00f6rizm\u201d olarak nitelendirerek bunun k\u00fcresel t\u00fcketicilere ve enflasyona a\u011f\u0131r maliyet y\u00fckleyece\u011fini vurgulad\u0131; bu s\u00f6ylem de piyasada jeopolitik risk priminin ve petrol \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n korunabilece\u011fine i\u015faret etti.<\/p>\n<p class=\"MsoNormal\">\u00c7in\u2019in elektrikli ara\u00e7 ihracat\u0131 \u015eubat\u2019ta y\u0131ll\u0131k bazda y\u00fczde 120 artarak 320 bin adede y\u00fckseldi; bu da \u00c7inli \u00fcreticilerin k\u00fcresel talep, rekabet\u00e7i fiyatlama ve \u00f6l\u00e7ek avantaj\u0131yla d\u00fcnya otomotiv pazar\u0131ndaki a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131r\u0131rken, \u00f6zellikle Avrupa ve ABD\u2019de korumac\u0131 ticaret ad\u0131mlar\u0131 riskini de b\u00fcy\u00fct\u00fcyor.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 26 Mart (Hibya) &#8211; \u0130kon Menkul, \u0130ran-ABD hatt\u0131ndaki gerilim ve m\u00fczakere belirsizli\u011finin piyasalar \u00fczerinde etkili olmaya devam etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":66374,"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-66373","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\/66373","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=66373"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/66373\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/66374"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=66373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=66373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=66373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}