{"id":86365,"date":"2026-05-18T08:15:06","date_gmt":"2026-05-18T05:15:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/05\/18\/kuresel-piyasalarda-jeopolitik-risk-ve-faiz-baskisi-derinlesiyor"},"modified":"2026-05-18T08:15:06","modified_gmt":"2026-05-18T05:15:06","slug":"kuresel-piyasalarda-jeopolitik-risk-ve-faiz-baskisi-derinlesiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/05\/18\/kuresel-piyasalarda-jeopolitik-risk-ve-faiz-baskisi-derinlesiyor\/","title":{"rendered":"K\u00fcresel piyasalarda jeopolitik risk ve faiz bask\u0131s\u0131 derinle\u015fiyor"},"content":{"rendered":"<p data-start=\"0\" data-end=\"529\">\u0130kon Menkul taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, K\u00f6rfez\u2019de artan jeopolitik risklerin k\u00fcresel piyasalarda enerji fiyatlar\u0131n\u0131 yeniden y\u00fckseltti\u011fi belirtildi. BAE\u2019deki n\u00fckleer santrale y\u00f6nelik \u0130HA sald\u0131r\u0131s\u0131 sonras\u0131 ABD-\u0130ran geriliminin yeniden t\u0131rmand\u0131\u011f\u0131na dikkat \u00e7ekilirken, WTI petrol\u00fcn 103 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131, Brent petrol\u00fcn ise 111 dolar civar\u0131na y\u00fckseldi\u011fi aktar\u0131ld\u0131. Piyasalar\u0131n \u00f6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131 ve K\u00f6rfez hatt\u0131ndaki arz g\u00fcvenli\u011fi risklerini yeniden fiyatlad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p data-start=\"531\" data-end=\"890\">Raporda, ABD\u2019nin net petrol ihracat\u00e7\u0131s\u0131 konumunun enerji \u015fokunun dolar \u00fczerindeki olumsuz etkisini Avrupa ve Asya para birimlerine k\u0131yasla s\u0131n\u0131rlad\u0131\u011f\u0131 belirtildi. RBC de\u011ferlendirmesine g\u00f6re, y\u00fcksek getiri avantaj\u0131, ABD varl\u0131klar\u0131na giri\u015fler ve g\u00fcvenli liman talebi nedeniyle dolar\u0131n k\u0131sa vadede euro ve \u0130svi\u00e7re frang\u0131 kar\u015f\u0131s\u0131nda g\u00fc\u00e7l\u00fc kalabilece\u011fi kaydedildi.<\/p>\n<p data-start=\"892\" data-end=\"1504\">ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n piyasadaki jeopolitik risk alg\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Trump\u2019\u0131n \u0130ran\u2019a H\u00fcrm\u00fcz Bo\u011faz\u0131 konusunda \u201cderhal ve h\u0131zl\u0131 hareket etme\u201d \u00e7a\u011fr\u0131s\u0131 yapt\u0131\u011f\u0131, aksi halde \u201cgeriye hi\u00e7bir \u015fey kalmayacak\u201d ifadelerini kulland\u0131\u011f\u0131 belirtildi. Ayr\u0131ca Trump\u2019\u0131n Sal\u0131 g\u00fcn\u00fc Beyaz Saray\u2019daki Situation Room\u2019da \u00fcst d\u00fczey g\u00fcvenlik dan\u0131\u015fmanlar\u0131yla \u0130ran\u2019a y\u00f6nelik olas\u0131 askeri se\u00e7enekleri g\u00f6r\u00fc\u015fece\u011fi bildirildi. Bu geli\u015fmenin, ABD-\u0130ran hatt\u0131nda diplomatik alan\u0131n darald\u0131\u011f\u0131 ve askeri senaryolar\u0131n yeniden g\u00fcndeme geldi\u011fi alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n<p data-start=\"1506\" data-end=\"1961\">\u00d6te yandan Beyaz Saray\u2019\u0131n, Trump-\u015ei g\u00f6r\u00fc\u015fmesi sonras\u0131 ABD-\u00c7in ekonomik ili\u015fkilerini g\u00fc\u00e7lendirmek amac\u0131yla Ticaret ve Yat\u0131r\u0131m Kurullar\u0131 kurulaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. \u00c7in\u2019in 200 adet Boeing u\u00e7a\u011f\u0131 al\u0131m\u0131n\u0131 onaylad\u0131\u011f\u0131, 2026-2028 d\u00f6neminde ABD tar\u0131m \u00fcr\u00fcnlerinden y\u0131ll\u0131k en az 17 milyar dolarl\u0131k al\u0131m yapaca\u011f\u0131 ve nadir toprak ile kritik mineral tedarik zinciri konular\u0131nda ABD\u2019nin endi\u015felerini gidermeye \u00e7al\u0131\u015faca\u011f\u0131 belirtildi.<\/p>\n<p data-start=\"1963\" data-end=\"2322\">Raporda ayr\u0131ca, Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin\u2019in Trump-\u015ei zirvesinden k\u0131sa s\u00fcre sonra 20 May\u0131s\u2019ta \u00c7in\u2019e bir g\u00fcnl\u00fck ziyaret ger\u00e7ekle\u015ftirmesinin beklendi\u011fi kaydedildi. Ziyaretin b\u00fcy\u00fck t\u00f6renlerden ziyade rutin diplomatik temas kapsam\u0131nda planland\u0131\u011f\u0131, bunun da \u00c7in-Rusya hatt\u0131ndaki koordinasyonun s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi ifade edildi.<\/p>\n<p data-start=\"2324\" data-end=\"2722\" data-is-last-node=\"\" data-is-only-node=\"\">Hindistan\u2019\u0131n ise rupideki de\u011fer kayb\u0131n\u0131 s\u0131n\u0131rlamak ve d\u00f6viz rezervlerindeki erimeyi kontrol alt\u0131na almak amac\u0131yla g\u00fcm\u00fc\u015f k\u00fcl\u00e7e ithalat\u0131n\u0131 \u201cserbest\u201d stat\u00fcden \u201ck\u0131s\u0131tl\u0131\u201d stat\u00fcye ald\u0131\u011f\u0131 belirtildi. Buna g\u00f6re yaln\u0131zca D\u0131\u015f Ticaret Genel M\u00fcd\u00fcrl\u00fc\u011f\u00fc taraf\u0131ndan \u00f6zel lisans verilen sevkiyatlar\u0131n \u00fclkeye giri\u015f yapabilece\u011fi, s\u00f6z konusu ad\u0131m\u0131n fiziksel g\u00fcm\u00fc\u015f talebi \u00fczerinde bask\u0131 yaratabilece\u011fi de\u011ferlendirildi.\u00a0<\/p>\n<p data-start=\"0\" data-end=\"462\">k\u00fcresel tahvil getirilerindeki y\u00fckseli\u015f ve ABD-\u0130ran geriliminin enerji kaynakl\u0131 enflasyon endi\u015felerini art\u0131rmas\u0131n\u0131n alt\u0131n fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu belirtildi. Alt\u0131n\u0131n yakla\u015f\u0131k 1,5 ay\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi\u011fi ifade edilirken, y\u00fckselen faiz beklentileri ve g\u00fc\u00e7lenen dolar\u0131n faiz getirisi olmayan alt\u0131n \u00fczerindeki bask\u0131y\u0131 art\u0131rmaya devam etti\u011fi kaydedildi.<\/p>\n<p data-start=\"464\" data-end=\"834\">Raporda, Yeni Zelanda\u2019da hizmet sekt\u00f6r\u00fcn\u00fcn Nisan ay\u0131nda daralmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, y\u00fcksek akaryak\u0131t maliyetlerinin \u015firket faaliyetleri \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 aktar\u0131ld\u0131. Verilerin, ekonomide i\u00e7 talep ve hizmet aktivitesinin zay\u0131f seyretti\u011fine i\u015faret etti\u011fi belirtilirken, Yeni Zelanda Merkez Bankas\u0131\u2019n\u0131n b\u00fcy\u00fcme taraf\u0131ndaki k\u0131r\u0131lganl\u0131klarla kar\u015f\u0131 kar\u015f\u0131ya oldu\u011fu ifade edildi.<\/p>\n<p data-start=\"836\" data-end=\"1295\">\u00c7in ekonomisine ili\u015fkin verilerde ise zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fc belirtildi. Nisan ay\u0131nda perakende sat\u0131\u015flar\u0131n y\u0131ll\u0131k bazda yaln\u0131zca y\u00fczde 0,2 artarak y\u00fczde 2\u2019lik beklentinin alt\u0131nda kald\u0131\u011f\u0131, sanayi \u00fcretiminin ise y\u00fczde 4,1 ile y\u00fczde 5,9\u2019luk beklentiyi kar\u015f\u0131layamad\u0131\u011f\u0131 aktar\u0131ld\u0131. Verilerin, \u00c7in\u2019de i\u00e7 talep ve \u00fcretim taraf\u0131ndaki zay\u0131flaman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fi, bunun da k\u00fcresel b\u00fcy\u00fcme ve emtia talebi a\u00e7\u0131s\u0131ndan negatif bir g\u00f6r\u00fcn\u00fcm ortaya koydu\u011fu ifade edildi.<\/p>\n<p data-start=\"1297\" data-end=\"1635\">Petrol piyasas\u0131nda ise \u0130ran sava\u015f\u0131 nedeniyle k\u00fcresel petrol stoklar\u0131n\u0131n kritik seviyelere yakla\u015ft\u0131\u011f\u0131 belirtildi. Brent petrol\u00fcn 110 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 kaydedilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 arz risklerinin enerji maliyetlerini y\u00fckseltti\u011fi ve bunun enflasyon ile k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde yeni bask\u0131lar olu\u015fturdu\u011fu ifade edildi.<\/p>\n<p data-start=\"1637\" data-end=\"1970\">Japonya\u2019da 10 y\u0131ll\u0131k tahvil faizinin 1996\u2019dan bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, h\u00fck\u00fcmetin ek b\u00fct\u00e7e ve yeni bor\u00e7lanma planlar\u0131n\u0131n tahvil piyasas\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. Artan bor\u00e7lanma ihtiyac\u0131 ve mali geni\u015fleme beklentilerinin Japon tahvil getirilerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 g\u00fc\u00e7lendirdi\u011fi kaydedildi.<\/p>\n<p data-start=\"1972\" data-end=\"2363\" data-is-last-node=\"\" data-is-only-node=\"\">\u0130ngiltere\u2019de ise konut piyasas\u0131n\u0131n May\u0131s ay\u0131nda diren\u00e7 g\u00f6sterdi\u011fi, konut talep fiyatlar\u0131n\u0131n ayl\u0131k y\u00fczde 1,2 artt\u0131\u011f\u0131 ve iki y\u0131ll\u0131k sabit mortgage faizinin y\u00fczde 5,18\u2019e geriledi\u011fi belirtildi. Buna kar\u015f\u0131n i\u015fveren g\u00fcveninin rekor d\u00fc\u015f\u00fck seviyelere yak\u0131n seyretti\u011fi, \u00fccret art\u0131\u015flar\u0131n\u0131n enflasyonun gerisinde kalmas\u0131n\u0131n hanehalk\u0131 gelirleri ve t\u00fcketim g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 18 May\u0131s (Hibya) &#8211; \u0130kon Menkul taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, ABD-\u0130ran gerilimi ve K\u00f6rfez\u2019de artan jeopolitik risklerin enerji fiyatlar\u0131n\u0131 y\u00fckseltti\u011fi, Brent petrol\u00fcn 110 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":86366,"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-86365","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\/86365","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=86365"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/86365\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/86366"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=86365"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=86365"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=86365"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}