A1 Capital, yay\u0131mlad\u0131\u011f\u0131 haftal\u0131k piyasa de\u011ferlendirmesinde k\u00fcresel piyasalarda ge\u00e7en hafta dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm\u00fcn h\u00e2kim oldu\u011funu belirtti. Kurum, y\u00fckselen tahvil getirileri ve enflasyon endi\u015felerinin piyasalarda bask\u0131 yaratt\u0131\u011f\u0131n\u0131, ancak petrol fiyatlar\u0131ndaki geri \u00e7ekilme ile Orta Do\u011fu\u2019daki gerilimin azalabilece\u011fine y\u00f6nelik beklentilerin risk i\u015ftah\u0131n\u0131 destekledi\u011fini ifade etti.<\/p>\n
Raporda, yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki geli\u015fmeleri yak\u0131ndan takip etti\u011fi belirtilirken, yapay zek\u00e2 ba\u011flant\u0131l\u0131 teknoloji hisselerine y\u00f6nelik ilginin s\u00fcrd\u00fc\u011f\u00fc vurguland\u0131. Buna kar\u015f\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda olas\u0131 uzun s\u00fcreli bir kapanman\u0131n k\u00fcresel enflasyon ve tedarik zincirleri \u00fczerinde ciddi bask\u0131 yaratabilece\u011fi kaydedildi.<\/p>\n
Kurum de\u011ferlendirmesinde, merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentilerin de piyasalarda belirleyici olmaya devam etti\u011fi aktar\u0131ld\u0131. Amerika Birle\u015fik Devletleri Merkez Bankas\u0131\u2019n\u0131n uzun vadeli faizlerdeki y\u00fckseli\u015fle m\u00fccadele etmek durumunda kalabilece\u011fi belirtilirken, baz\u0131 merkez bankalar\u0131n\u0131n y\u0131l sonundan \u00f6nce yeniden s\u0131k\u0131la\u015fma ihtimalini de\u011ferlendirdi\u011fi ifade edildi. \u00c7in Merkez Bankas\u0131 ise May\u0131s toplant\u0131s\u0131nda 1 ve 5 y\u0131ll\u0131k kredi faiz oranlar\u0131n\u0131 s\u0131ras\u0131yla y\u00fczde 3 ve y\u00fczde 3,5 seviyesinde sabit b\u0131rakt\u0131.<\/p>\n
\u00d6te yandan Avrupa Komisyonu, 2026 \u0130lkbahar Ekonomik Tahminler Raporu\u2019nda Euro B\u00f6lgesi b\u00fcy\u00fcme beklentilerini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti. Raporda, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n enerji fiyatlar\u0131 ve enflasyon \u00fczerindeki etkileri nedeniyle Euro B\u00f6lgesi\u2019nin 2026 b\u00fcy\u00fcme tahmini y\u00fczde 1,2\u2019den y\u00fczde 0,9\u2019a d\u00fc\u015f\u00fcr\u00fcl\u00fcrken, enflasyon tahmini y\u00fczde 1,9\u2019dan y\u00fczde 3\u2019e y\u00fckseltildi.<\/p>\n
Petrol piyasalar\u0131nda ise diplomatik geli\u015fmeler ve arz endi\u015feleri nedeniyle sert dalgalanmalar ya\u015fand\u0131\u011f\u0131na dikkat \u00e7ekildi. Brent petrol\u00fcn haftal\u0131k bazda yakla\u015f\u0131k y\u00fczde 4 gerileyerek 104 dolar seviyelerinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtilirken, ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmelerin piyasalar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131 ifade edildi. Raporda, \u0130ran\u2019\u0131n ge\u00e7i\u015f \u00fccreti sistemi talebi ile y\u00fcksek oranda zenginle\u015ftirilmi\u015f uranyum stokuna ili\u015fkin anla\u015fmazl\u0131klar\u0131n m\u00fczakerelerde temel sorun ba\u015fl\u0131klar\u0131 olmaya devam etti\u011fi kaydedildi.<\/p>\n
De\u011ferlendirmede ayr\u0131ca Uluslararas\u0131 Enerji Ajans\u0131\u2019n\u0131n yaz aylar\u0131nda k\u00fcresel petrol arz a\u00e7\u0131\u011f\u0131na ili\u015fkin uyar\u0131s\u0131na yer verildi. Ajans\u0131n, artan mevsimsel talep ve Orta Do\u011fu kaynakl\u0131 arz riskleri nedeniyle piyasada s\u0131k\u0131\u015f\u0131kl\u0131k ya\u015fanabilece\u011fine dikkat \u00e7ekti\u011fi aktar\u0131ld\u0131.<\/p>\n
De\u011ferli metaller cephesinde ise alt\u0131n\u0131n \u00fcst \u00fcste ikinci haftay\u0131 da d\u00fc\u015f\u00fc\u015fle tamamlad\u0131\u011f\u0131 belirtildi. Y\u00fcksek faiz beklentileri ve g\u00fc\u00e7lenen ABD dolar\u0131n\u0131n alt\u0131n fiyatlar\u0131 \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 ifade edilirken, g\u00fcm\u00fc\u015f ve bak\u0131r fiyatlar\u0131nda da zay\u0131f seyrin s\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Raporda, Donald Trump\u2019\u0131n \u0130ran ile y\u00fcr\u00fct\u00fclen g\u00f6r\u00fc\u015fmelere ili\u015fkin a\u00e7\u0131klamalar\u0131na da yer verildi. Trump\u2019\u0131n, taraflara anla\u015fma konusunda acele edilmemesi talimat\u0131 verdi\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki ABD ablukas\u0131n\u0131n anla\u015fma sa\u011flanana kadar devam edece\u011fini s\u00f6yledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede ise T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 taraf\u0131ndan a\u00e7\u0131klanan May\u0131s ay\u0131 sekt\u00f6rel enflasyon beklentilerine dikkat \u00e7ekildi. Buna g\u00f6re, piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n 12 ay sonras\u0131 enflasyon beklentisi y\u00fczde 23,82\u2019ye y\u00fckselirken, reel sekt\u00f6r ve hanehalk\u0131 beklentilerinde gerileme g\u00f6r\u00fcld\u00fc.<\/p>\n
BIST 100 endeksinin ise haftaya tahvil faizlerindeki y\u00fckseli\u015fin etkisiyle sat\u0131c\u0131l\u0131 ba\u015flad\u0131\u011f\u0131 belirtildi. Per\u015fembe g\u00fcn\u00fc sert d\u00fc\u015f\u00fc\u015f ya\u015fayan endeks, cuma g\u00fcn\u00fc y\u00fczde 4,89 y\u00fckselmesine ra\u011fmen haftal\u0131k bazda y\u00fczde 3,89 de\u011fer kaybederek 13.808 puandan kapan\u0131\u015f ger\u00e7ekle\u015ftirdi.<\/p>\n
<\/strong> \u0130stanbul, 25 May\u0131s (Hibya) – A1 Capital, yay\u0131mlad\u0131\u011f\u0131 haftal\u0131k piyasa de\u011ferlendirmesinde k\u00fcresel piyasalarda ge\u00e7en hafta dalgal\u0131 bir g\u00f6r\u00fcn\u00fcm\u00fcn h\u00e2kim oldu\u011funu belirtti. <\/p>\n","protected":false},"author":1,"featured_media":89984,"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-89983","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\/89983","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=89983"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/89983\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/89984"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=89983"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=89983"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=89983"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"