Analize g\u00f6re, Amerika Birle\u015fik Devletleri Ba\u015fkan\u0131 Donald Trump ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping aras\u0131ndaki g\u00f6r\u00fc\u015fmenin genel olarak yap\u0131c\u0131 ge\u00e7ti\u011fi belirtilirken, \u00c7in taraf\u0131n\u0131n Tayvan konusunda yapt\u0131\u011f\u0131 sert uyar\u0131lar\u0131n piyasalardaki jeopolitik risk alg\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Amerika Birle\u015fik Devletleri\u2019nin Tayvan\u2019a planlad\u0131\u011f\u0131 14 milyar dolarl\u0131k silah sat\u0131\u015f\u0131n\u0131n Washington-Pekin ili\u015fkilerinde yeni gerilimlere yol a\u00e7abilece\u011fi belirtilirken, bu s\u00fcrecin \u00f6zellikle teknoloji ve yar\u0131 iletken sekt\u00f6rlerinde hassasiyet olu\u015fturabilece\u011fi kaydedildi. G\u00fcvenli liman varl\u0131klar\u0131na y\u00f6nelimin artabilece\u011fine dikkat \u00e7ekilen analizde, k\u00fcresel piyasalarda risk i\u015ftah\u0131n\u0131n zay\u0131flayabilece\u011fi de\u011ferlendirildi.<\/p>\n
Enerji piyasalar\u0131n\u0131n da jeopolitik geli\u015fmelerin merkezinde kalmaya devam ediyor. \u0130ran ile Amerika Birle\u015fik Devletleri aras\u0131nda diplomasi kanallar\u0131n\u0131n tamamen kapanmad\u0131\u011f\u0131 ancak uranyum zenginle\u015ftirme ve yapt\u0131r\u0131mlar konusunda temel g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki aksakl\u0131klar\u0131n petrol piyasas\u0131ndaki risk primini canl\u0131 tuttu\u011fu ifade edildi.<\/p>\n
Analize g\u00f6re, enerji fiyatlar\u0131nda ya\u015fanabilecek yeni y\u00fckseli\u015flerin k\u00fcresel enflasyon bask\u0131s\u0131n\u0131 art\u0131rabilece\u011fi, bunun da Amerika Birle\u015fik Devletleri Merkez Bankas\u0131n\u0131n faiz politikas\u0131, tahvil faizleri ve dolar fiyatlamalar\u0131 \u00fczerinde etkili olabilece\u011fi kaydedildi. Kansas City Amerika Birle\u015fik Devletleri Merkez Bankas\u0131 Ba\u015fkan\u0131 Jeffrey Schmid\u2019in enflasyonun halen en b\u00fcy\u00fck risk unsuru oldu\u011funu vurgulad\u0131\u011f\u0131 aktar\u0131l\u0131rken, faiz indirimlerine y\u00f6nelik temkinli duru\u015fun s\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Uluslararas\u0131 Para Fonu\u2019nun k\u00fcresel ekonomiye ili\u015fkin uyar\u0131lar\u0131na da yer verilen analizde, jeopolitik gerilimler, enerji maliyetlerindeki y\u00fckseli\u015f ve s\u0131k\u0131 finansal ko\u015fullar\u0131n b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n
\u00d6te yandan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 18\u2019den y\u00fczde 26\u2019ya y\u00fckseltti\u011fine dikkat \u00e7ekilen analizde, Fatih Karahan\u2019\u0131n belirsizliklerin artt\u0131\u011f\u0131na ve s\u0131k\u0131 para politikas\u0131 duru\u015funun korunaca\u011f\u0131na y\u00f6nelik mesajlar\u0131n\u0131n piyasalar taraf\u0131ndan yak\u0131ndan takip edildi\u011fi belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 15 May\u0131s (Hibya)- Trive Yat\u0131r\u0131m piyasa notu analizine g\u00f6re, k\u00fcresel piyasalarda Amerika Birle\u015fik Devletleri-\u00c7in hatt\u0131ndaki geli\u015fmeler yeniden ana g\u00fcndem maddesi haline gelirken, Tayvan ba\u015fl\u0131\u011f\u0131 iki \u00fclke aras\u0131ndaki en kritik risk alan\u0131 olarak \u00f6ne \u00e7\u0131kt\u0131. <\/p>\n","protected":false},"author":1,"featured_media":85274,"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-85273","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\/85273","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=85273"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/85273\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/85274"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=85273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=85273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=85273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"