Gedik Yat\u0131r\u0131m’\u0131n analizine g\u00f6re, ABD ile \u0130ran aras\u0131ndaki ate\u015fkes g\u00f6r\u00fc\u015fmelerine dair \u00e7eli\u015fkili a\u00e7\u0131klamalar yat\u0131r\u0131mc\u0131lar\u0131n y\u00f6n bulmas\u0131n\u0131 zorla\u015ft\u0131r\u0131rken, enerji fiyatlar\u0131ndaki y\u00fckseli\u015f enflasyon ve b\u00fcy\u00fcme risklerini tekrar g\u00fcndeme ta\u015f\u0131yor. MSCI Asya endeksi d\u00fc\u015f\u00fc\u015f kaydederken, ABD ve Avrupa vadeli endeksleri de negatif sinyal veriyor ve haftal\u0131k kazan\u0131mlar\u0131n geri verilmeye ba\u015fland\u0131\u011f\u0131 g\u00f6zleniyor.<\/p>\n
Petrol piyasas\u0131nda oynakl\u0131k \u00f6ne \u00e7\u0131k\u0131yor. Brent petrol fiyatlar\u0131 yeniden 104 dolar civar\u0131na y\u00fckselirken, sava\u015f\u0131n ba\u015flang\u0131c\u0131ndan bu yana s\u00fcren arz \u015foku fiyatlar\u0131 destekliyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n fiilen kapal\u0131 kalmas\u0131 ve \u0130ran\u2019\u0131n ge\u00e7i\u015fler i\u00e7in \u00fccretlendirme plan\u0131 enerji arz\u0131 risklerini art\u0131r\u0131yor. Tahvil piyasas\u0131nda ise ABD 10 y\u0131ll\u0131k tahvil faizi %4,35\u2019e y\u00fckselerek sava\u015f sonras\u0131 yakla\u015f\u0131k 40 baz puanl\u0131k art\u0131\u015f kaydetti ve y\u00fcksek faiz ortam\u0131n\u0131n kal\u0131c\u0131 olabilece\u011fine i\u015faret ediyor.<\/p>\n
Jeopolitik cephede tansiyon azalm\u0131yor; Donald Trump y\u00f6netimi g\u00f6r\u00fc\u015fmelerin ilerledi\u011fini savunurken, \u0130ran taraf\u0131 bunu reddediyor ve uzla\u015fmaya y\u00f6nelik isteksiz bir duru\u015f sergiliyor. B\u00f6lgeye ek ABD asker sevkiyat\u0131 ve \u0130srail\u2019in \u0130ran altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar\u0131 \u00e7at\u0131\u015fman\u0131n geni\u015fleyebilece\u011fi endi\u015felerini art\u0131r\u0131yor. Piyasalar somut bir ate\u015fkes anla\u015fmas\u0131 gelene kadar dalgal\u0131 ve y\u00f6ns\u00fcz fiyatlamaya devam edecek.<\/p>\n
Euro B\u00f6lgesi
Avrupa piyasalar\u0131 yeni g\u00fcne zay\u0131f bir ba\u015flang\u0131\u00e7 yapmaya haz\u0131rlan\u0131yor. Son \u00fc\u00e7 g\u00fcndeki toparlanma yerini temkinli fiyatlamaya b\u0131rak\u0131rken, bunun nedeni ABD ile \u0130ran aras\u0131ndaki ate\u015fkes g\u00f6r\u00fc\u015fmelerine dair \u00e7eli\u015fkili mesajlar olarak \u00f6ne \u00e7\u0131k\u0131yor. Tahran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinde daha fazla kontrol talep eden alternatif plan\u0131, jeopolitik risklerin k\u0131sa vadede azalmayaca\u011f\u0131n\u0131 g\u00f6steriyor. Bu belirsizlik, Euro Stoxx 50 ve Stoxx 600 vadeli kontratlar\u0131nda %0,7\u20130,8 geri \u00e7ekilme olarak yans\u0131yor. Enerji fiyatlar\u0131n\u0131n y\u00fcksek seyri, Avrupa ekonomisinin enflasyon ve b\u00fcy\u00fcme dengesini yeniden g\u00fcndeme ta\u015f\u0131yor.<\/p>\n
T\u00fcrkiye
D\u00f6viz kurlar\u0131nda d\u00fc\u015f\u00fck volatilite ile yatay seyir g\u00f6zlendi. Ortado\u011fu\u2019daki sava\u015f piyasalar\u0131n oda\u011f\u0131nda kalmaya devam ediyor. \u0130ran g\u00f6r\u00fc\u015fmeleri ret etse de b\u00f6lge \u00fclkeleri arac\u0131l\u0131\u011f\u0131yla m\u00fczakere \u00e7abalar\u0131 takip ediliyor. Veri taraf\u0131nda sakin seyir izlenirken, TCMB Hanehalk\u0131 Beklenti Anketi\u2019ne g\u00f6re 12 ay sonras\u0131 y\u0131ll\u0131k enflasyon beklentisi %48,8\u2019den %49,9\u2019a y\u00fckseldi. ABD\u2019de cari i\u015flemler dengesi 2025\u2019in d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde %20,2 azalarak 190,7 milyar dolar ile 2021\u2019in ilk \u00e7eyre\u011finden bu yana en d\u00fc\u015f\u00fck seviyeye geriledi. Dolar endeksi de\u011fer kazand\u0131; Dolar\/TL ise bu sabah 44,36 civar\u0131nda yatay seyrediyor.<\/p>\n
<\/strong> \u0130stanbul, 26 Mart (Hibya) – K\u00fcresel piyasalarda risk i\u015ftah\u0131 zay\u0131flarken, Orta Do\u011fu\u2019daki jeopolitik gerilimler hem hisse senetleri hem de tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131 yarat\u0131yor. <\/p>\n","protected":false},"author":1,"featured_media":66587,"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-66586","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\/66586","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=66586"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/66586\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/66587"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=66586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=66586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=66586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"