\u00a0\u0130kon Menkul\u2019\u00fcn analizinde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran ile m\u00fczakerelerde ilerleme sa\u011fland\u0131\u011f\u0131n\u0131 s\u00f6ylemesi piyasalar taraf\u0131ndan yak\u0131ndan izlenirken, Trump\u2019\u0131n Tahran y\u00f6netiminin anla\u015fma yapmak istedi\u011fini ifade etti\u011fi ancak uzla\u015fma sa\u011flanamamas\u0131 halinde askeri se\u00e7ene\u011fin halen masada oldu\u011funu vurgulad\u0131\u011f\u0131 belirtildi. Trump\u2019\u0131n \u0130ran\u2019a \u201ciki-\u00fc\u00e7 g\u00fcnl\u00fck\u201d ek s\u00fcre tan\u0131nd\u0131\u011f\u0131n\u0131 s\u00f6ylemesinin de jeopolitik tansiyona ili\u015fkin beklentileri etkiledi\u011fi kaydedildi.<\/p>\n
Analizde, Trump\u2019\u0131n \u0130ran sava\u015f\u0131 sona ermeden Fed\u2019in faiz indirimi konusunda net bir ad\u0131m atmas\u0131n\u0131n zor olabilece\u011fini s\u00f6yledi\u011fi aktar\u0131ld\u0131. Sava\u015f ortam\u0131nda ekonomik verilerin sa\u011fl\u0131kl\u0131 okunamayaca\u011f\u0131n\u0131 ifade eden Trump\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131n, jeopolitik risklerin Fed\u2019in faiz indirimi zamanlamas\u0131n\u0131 geciktirebilece\u011fi y\u00f6n\u00fcndeki beklentileri g\u00fc\u00e7lendirdi\u011fi belirtildi. ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance\u2019in ise \u0130ran sava\u015f\u0131n\u0131n \u201csonsuz sava\u015f\u201d s\u00fcrecine d\u00f6n\u00fc\u015fmeyece\u011fini s\u00f6yledi\u011fi, Trump y\u00f6netiminin \u00f6nceli\u011finin yeniden \u00e7at\u0131\u015fma de\u011fil anla\u015fma sa\u011flanmas\u0131 oldu\u011funu vurgulad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Avrupa Birli\u011fi ile ABD aras\u0131nda ge\u00e7ici ticaret anla\u015fmas\u0131na y\u00f6nelik uzla\u015f\u0131n\u0131n yeni bir transatlantik tarife gerilimi riskini azaltt\u0131\u011f\u0131 belirtilirken, s\u00f6z konusu anla\u015fman\u0131n ABD sanayi ve tar\u0131m \u00fcr\u00fcnlerine Avrupa taraf\u0131nda daha d\u00fc\u015f\u00fck vergi uygulanmas\u0131n\u0131 i\u00e7erdi\u011fi aktar\u0131ld\u0131. Buna kar\u015f\u0131n ABD\u2019nin \u00e7o\u011fu Avrupa Birli\u011fi \u00fcr\u00fcn\u00fcne y\u00f6nelik y\u00fczde 15\u2019lik tarifeyi korudu\u011fu, otomobil tarifelerinin y\u00fczde 25\u2019e \u00e7\u0131kar\u0131lmas\u0131 tehdidinin ise \u015fimdilik geri planda kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Philadelphia Fed Ba\u015fkan\u0131 Paulson\u2019\u0131n a\u00e7\u0131klamalar\u0131na da yer verilen analizde, enflasyon ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin risklerin \u201c\u00e7ok y\u00fcksek\u201d seviyede oldu\u011funun vurguland\u0131\u011f\u0131 kaydedildi. Paulson\u2019\u0131n, b\u00fcy\u00fcmenin potansiyelin \u00fczerine \u00e7\u0131kmas\u0131 veya enflasyon risklerinin g\u00fc\u00e7lenmesi halinde faiz art\u0131\u015f\u0131n\u0131n yeniden g\u00fcndeme gelebilece\u011fini s\u00f6yledi\u011fi belirtildi. Avrupa Merkez Bankas\u0131 (ECB) \u00fcyesi Joachim Nagel\u2019in de \u0130ran kaynakl\u0131 enerji arz \u015fokunun kal\u0131c\u0131 hale gelmesi durumunda ECB\u2019nin faiz art\u0131r\u0131m\u0131 y\u00f6n\u00fcnde ad\u0131m atmak zorunda kalabilece\u011fini ifade etti\u011fi aktar\u0131ld\u0131.<\/p>\n
Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin\u2019in \u00c7in ziyaretiyle Moskova-Pekin hatt\u0131ndaki stratejik koordinasyonun g\u00fc\u00e7lenmesinin beklendi\u011fi kaydedildi. G\u00f6r\u00fc\u015fmelerde \u0130ran sava\u015f\u0131, enerji i\u015f birli\u011fi, gaz tedariki ve \u201cSibirya\u2019n\u0131n G\u00fcc\u00fc 2\u201d do\u011fal gaz boru hatt\u0131 gibi ba\u015fl\u0131klar\u0131n ele al\u0131nmas\u0131n\u0131n beklendi\u011fi ifade edildi. Barclays\u2019in de\u011ferlendirmesine g\u00f6re ise y\u00fcksek enflasyon ve g\u00fc\u00e7l\u00fc t\u00fcketici harcamalar\u0131n\u0131n b\u00fcy\u00fck merkez bankalar\u0131n\u0131 yeniden faiz art\u0131r\u0131m\u0131 ihtimaline yakla\u015ft\u0131rd\u0131\u011f\u0131, piyasalar\u0131n ECB i\u00e7in \u00fc\u00e7, \u0130ngiltere Merkez Bankas\u0131 (BoE) i\u00e7in iki faiz art\u0131\u015f\u0131n\u0131 fiyatlamaya ba\u015flad\u0131\u011f\u0131 belirtildi.<\/p>\n
Analizde, Avrupa Birli\u011fi\u2019nin savunma, yar\u0131 iletken, yapay zeka, kritik ham maddeler ve finansal hizmetler gibi stratejik sekt\u00f6rlerde yabanc\u0131 yat\u0131r\u0131mlar\u0131 daha s\u0131k\u0131 incelemeye haz\u0131rland\u0131\u011f\u0131 belirtildi. \u00d6zellikle AB d\u0131\u015f\u0131 akt\u00f6rlerin kritik altyap\u0131 ve teknolojiler \u00fczerindeki etkisinin s\u0131n\u0131rland\u0131r\u0131lmas\u0131n\u0131n hedeflendi\u011fi ifade edilirken, k\u00fcresel yapay zeka harcamalar\u0131n\u0131n 2026 y\u0131l\u0131nda y\u0131ll\u0131k y\u00fczde 47 art\u0131\u015fla 2,59 trilyon dolara ula\u015fmas\u0131n\u0131n beklendi\u011fi kaydedildi. Yapay zeka ajanlar\u0131, bulut kapasite yat\u0131r\u0131mlar\u0131 ve yapay zeka i\u00e7in optimize edilmi\u015f sunucu harcamalar\u0131n\u0131n b\u00fcy\u00fcmenin ana itici g\u00fcc\u00fc olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
Google\u2019\u0131n I\/O 2026 etkinli\u011finde yapay zekay\u0131 \u00fcr\u00fcn ekosisteminin merkezine alan yeni hamlelerini duyurdu\u011fu belirtilirken, \u015firketin Gemini 3.5 Flash ve video \u00fcretim-d\u00fczenleme odakl\u0131 Gemini Omni modellerini tan\u0131tt\u0131\u011f\u0131 ifade edildi. Yeni modellerin metin, g\u00f6rsel, ses ve video girdilerini birle\u015ftirerek daha geli\u015fmi\u015f \u00e7ok modlu \u00fcretim ve ajan kullan\u0131m kapasitesi sunmay\u0131 hedefledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Euro B\u00f6lgesi\u2019nin d\u0131\u015f ticaret fazlas\u0131n\u0131n Mart ay\u0131nda 7,8 milyar euroya gerileyerek ge\u00e7en y\u0131lki 34,1 milyar euroluk seviyenin olduk\u00e7a alt\u0131nda kald\u0131\u011f\u0131 belirtilirken, gerilemede ihracattaki d\u00fc\u015f\u00fc\u015f ve enerji \u00fcr\u00fcnleri kaynakl\u0131 d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n etkili oldu\u011fu ifade edildi. Japonya ekonomisinin ise ilk \u00e7eyrekte y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda y\u00fczde 2,1 b\u00fcy\u00fcyerek beklentileri a\u015ft\u0131\u011f\u0131, b\u00fcy\u00fcmede \u00f6zel t\u00fcketim, ihracat ve sermaye harcamalar\u0131ndaki toparlanman\u0131n etkili oldu\u011fu kaydedildi.<\/p>\n
Analizde ayr\u0131ca, \u0130ngiltere\u2019de i\u015fsizlik oran\u0131n\u0131n Ocak-Mart d\u00f6neminde y\u00fczde 5\u2019e y\u00fckseldi\u011fi ve i\u015f ilanlar\u0131n\u0131n son be\u015f y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi\u011fi belirtildi. \u00dccret art\u0131\u015flar\u0131n\u0131n yava\u015flamas\u0131n\u0131n ise \u0130ngiltere Merkez Bankas\u0131 a\u00e7\u0131s\u0131ndan enflasyon bask\u0131lar\u0131n\u0131n kademeli olarak gev\u015feyebilece\u011fi y\u00f6n\u00fcnde de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 20 May\u0131s (Hibya)- \u0130kon Menkul\u2019\u00fcn yurtd\u0131\u015f\u0131 sabah analizine g\u00f6re, k\u00fcresel piyasalarda \u0130ran gerilimi, enerji fiyatlar\u0131 ve merkez bankalar\u0131n\u0131n faiz politikalar\u0131na y\u00f6nelik beklentiler risk i\u015ftah\u0131 \u00fczerinde belirleyici olmaya devam ediyor.<\/p>\n","protected":false},"author":1,"featured_media":87361,"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-87360","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\/87360","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=87360"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/87360\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/87361"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=87360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=87360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=87360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"