Trive yat\u0131r\u0131m taraf\u0131ndan yap\u0131lan analizde ABD\u2013\u00c7in ili\u015fkilerinin \u00f6tesine ge\u00e7en g\u00f6r\u00fc\u015fme, \u0130ran gerilimi, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki enerji ak\u0131\u015f\u0131 ve Tayvan kaynakl\u0131 jeopolitik riskler nedeniyle k\u00fcresel fiyatlamalar\u0131n merkezinde bulunuyor. G\u00f6r\u00fc\u015fmeye ili\u015fkin beklentiler, enerji g\u00fcvenli\u011fi ve k\u00fcresel risk alg\u0131s\u0131 \u00fczerinden yak\u0131ndan takip ediliyor.<\/p>\n
Enerji cephesindeki geli\u015fmelerin k\u00fcresel enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan belirleyici oldu\u011fu ifade ediliyor. H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden sa\u011flanan enerji ak\u0131\u015f\u0131na y\u00f6nelik riskler, petrol fiyatlar\u0131n\u0131n yan\u0131 s\u0131ra tedarik zinciri maliyetleri ve sigorta giderleri \u00fczerinden de fiyatlamalara yans\u0131yor. \u00c7in\u2019in \u0130ran petrol sevkiyat\u0131nda istikrar vurgusu, enerji arz\u0131ndaki k\u0131r\u0131lganl\u0131\u011f\u0131n k\u00fcresel ekonomik etkilerine i\u015faret ediyor.<\/p>\n
ABD\u2013\u0130ran hatt\u0131ndaki geli\u015fmelerin de piyasalar taraf\u0131ndan yak\u0131ndan izleniyor. ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance\u2019in m\u00fczakerelerde ilerleme kaydedildi\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 s\u00fcrecin tamamen kapanmad\u0131\u011f\u0131n\u0131 g\u00f6sterirken, Washington\u2019\u0131n n\u00fckleer program konusundaki tutumu m\u00fczakerelerin k\u0131r\u0131lgan yap\u0131s\u0131n\u0131 koruyor.<\/p>\n
ABD\u2019de para politikas\u0131 cephesinde Kevin Warsh\u2019\u0131n Fed Ba\u015fkanl\u0131\u011f\u0131 g\u00f6revine ba\u015flamas\u0131 dikkatle izleniyor. Enerji fiyatlar\u0131n\u0131n y\u00fckseldi\u011fi ve faiz indirimi beklentilerinin \u00f6telenmeye ba\u015flad\u0131\u011f\u0131 bir d\u00f6nemde bu geli\u015fme, Fed\u2019in politika patikas\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yor.<\/p>\n
Analizde Boston Fed Ba\u015fkan\u0131 Susan Collins\u2019in faiz indirimi i\u00e7in erken oldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n Fed\u2019in temkinli duru\u015funu destekledi\u011fi ifade ediliyor. Enflasyonda kal\u0131c\u0131 bir iyile\u015fme g\u00f6r\u00fclmeden gev\u015femenin uygun olmayaca\u011f\u0131 vurgulan\u0131rken, \u00f6zellikle enerji fiyatlar\u0131ndaki art\u0131\u015f\u0131n para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc etkiledi\u011fi belirtiliyor.<\/p>\n
ABD\u2019de a\u00e7\u0131klanan \u00fcretici fiyat endeksinin beklentilerin \u00fczerinde geldi\u011fi aktar\u0131l\u0131yor. Nisan ay\u0131nda \u00dcFE\u2019nin ayl\u0131k y\u00fczde 1,4, y\u0131ll\u0131k %6 art\u0131\u015f g\u00f6stermesi ve enerji maliyetlerindeki y\u00fckseli\u015f, enflasyon bask\u0131lar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
Yurt i\u00e7inde ise Trive yat\u0131r\u0131m analizine g\u00f6re piyasalar\u0131n oda\u011f\u0131nda T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) y\u0131l\u0131n ikinci enflasyon raporu yer al\u0131yor. Enflasyon tahminlerine ili\u015fkin olas\u0131 revizyonlar ve ara hedeflerin korunup korunmayaca\u011f\u0131, piyasa fiyatlamalar\u0131 a\u00e7\u0131s\u0131ndan yak\u0131ndan izleniyor.<\/p>\n
Genel olarak de\u011ferlendirmede k\u00fcresel piyasalar\u0131n Trump\u2013Xi g\u00f6r\u00fc\u015fmesine odakland\u0131\u011f\u0131, enerji arz\u0131na ili\u015fkin jeopolitik risklerin ve enflasyon verilerinin fiyatlamalar\u0131n ana belirleyicisi olmaya devam etti\u011fi ifade ediliyor.<\/p>\n
<\/strong> \u0130stanbul, 14 May\u0131s (Hibya)- Trive yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa notu analizine g\u00f6re k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda Pekin\u2019de ger\u00e7ekle\u015fmesi beklenen Trump\u2013Xi Jinping g\u00f6r\u00fc\u015fmesi yer al\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":84602,"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-84601","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\/84601","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=84601"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/84601\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/84602"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=84601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=84601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=84601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"