{"id":92338,"date":"2026-06-01T08:00:05","date_gmt":"2026-06-01T05:00:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/01\/piyasalarda-buyume-verileri-ve-jeopolitik-riskler-on-plana-cikiyor"},"modified":"2026-06-01T08:00:05","modified_gmt":"2026-06-01T05:00:05","slug":"piyasalarda-buyume-verileri-ve-jeopolitik-riskler-on-plana-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/01\/piyasalarda-buyume-verileri-ve-jeopolitik-riskler-on-plana-cikiyor\/","title":{"rendered":"Piyasalarda b\u00fcy\u00fcme verileri ve jeopolitik riskler \u00f6n plana \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa analizinde, Kurban Bayram\u0131 arifesinde ger\u00e7ekle\u015fen son i\u015flem g\u00fcn\u00fcnde BIST 100 endeksinin g\u00fcne 11,71 puanl\u0131k s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131, ancak g\u00fcn i\u00e7erisinde artan jeopolitik risklerin etkisiyle sat\u0131\u015f bask\u0131s\u0131na maruz kald\u0131\u011f\u0131 belirtildi. Endeksin g\u00fcn\u00fc y\u00fczde 1,64 d\u00fc\u015f\u00fc\u015fle 13.662,75 puandan tamamlad\u0131\u011f\u0131, i\u015flem hacminin ise 94,8 milyar TL seviyesinde ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131. Endekse en fazla negatif katk\u0131y\u0131 75,70 puanla ASELS, 36,96 puanla ASTOR ve 14,66 puanla TCELL hisselerinin yapt\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>Raporda, arife g\u00fcn\u00fcnde yurt i\u00e7inde \u00f6nemli bir makroekonomik veri a\u00e7\u0131klanmazken, Hazine ve Maliye Bakanl\u0131\u011f\u0131&#8217;n\u0131n gelecek \u00fc\u00e7 aya ili\u015fkin i\u00e7 bor\u00e7lanma stratejisinin takip edildi\u011fi ifade edildi. Buna g\u00f6re Haziran ay\u0131nda 554,9 milyar TL i\u00e7 bor\u00e7 servisine kar\u015f\u0131l\u0131k 543,8 milyar TL, Temmuz ay\u0131nda 616,3 milyar TL i\u00e7 bor\u00e7 servisine kar\u015f\u0131l\u0131k 708,7 milyar TL ve A\u011fustos ay\u0131nda 595,8 milyar TL i\u00e7 bor\u00e7 servisine kar\u015f\u0131l\u0131k 595,8 milyar TL tutar\u0131nda i\u00e7 bor\u00e7lanma planland\u0131\u011f\u0131 belirtildi.<\/p>\n<p>Analizde, ABD ve \u0130srail&#8217;in \u0130ran ve \u0130ran destekli unsurlara y\u00f6nelik son sald\u0131r\u0131lar\u0131n\u0131n ABD-\u0130ran ili\u015fkilerinde gerilimi art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekildi. K\u00fcresel piyasalarda, ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131&#8217;n\u0131n (CENTCOM) \u0130ran&#8217;\u0131n f\u00fcze sistemleri ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;na may\u0131n d\u00f6\u015fedi\u011fi gerek\u00e7esiyle \u0130ran teknelerine sald\u0131r\u0131 d\u00fczenledi\u011fi, \u0130srail ordusunun ise L\u00fcbnan Hizbullah\u0131 hedeflerine yo\u011fun bombard\u0131man ger\u00e7ekle\u015ftirdi\u011fi aktar\u0131ld\u0131. Bu geli\u015fmelerin ABD ile \u0130ran aras\u0131nda ilerleme kaydedildi\u011fi d\u00fc\u015f\u00fcn\u00fclen bar\u0131\u015f m\u00fczakerelerini sekteye u\u011fratabilece\u011fi y\u00f6n\u00fcndeki endi\u015feleri art\u0131rd\u0131\u011f\u0131 vurguland\u0131.<\/p>\n<p>\u0130ran dini lideri M\u00fccteba Hamaney&#8217;in, &#8220;ABD, Orta Do\u011fu&#8217;daki \u00fcsleri i\u00e7in art\u0131k g\u00fcvenli bir s\u0131\u011f\u0131nak bulamayacak&#8221; a\u00e7\u0131klamas\u0131na ve \u0130ran Silahl\u0131 Kuvvetler S\u00f6zc\u00fcs\u00fc \u0130brahim Z\u00fclfikari&#8217;nin sava\u015f\u0131n yeniden ba\u015flamas\u0131 halinde b\u00f6lgeden petrol ihracat\u0131n\u0131 yasaklayabilecekleri y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131na yer verilen raporda, bu s\u00f6ylemlerin petrol fiyatlar\u0131nda y\u00fckseli\u015fi h\u0131zland\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Bayram tatili s\u00fcresince k\u00fcresel piyasalarda Orta Do\u011fu kaynakl\u0131 geli\u015fmelerin yak\u0131ndan izlendi\u011fi belirtilen de\u011ferlendirmede, \u00c7ar\u015famba g\u00fcn\u00fc ABD&#8217;nin Kuveyt&#8217;teki \u00fcss\u00fcnden \u0130ran&#8217;\u0131n Bender Abbas kentindeki hedeflere sald\u0131r\u0131 d\u00fczenledi\u011fi ve \u0130ran&#8217;\u0131n kar\u015f\u0131 sald\u0131r\u0131s\u0131nda be\u015f ABD askerinin yaraland\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberlerin piyasalarda tedirginli\u011fi art\u0131rd\u0131\u011f\u0131 kaydedildi. Daha sonra ise ABD ile \u0130ran&#8217;\u0131n ate\u015fkesin uzat\u0131lmas\u0131 ve \u0130ran&#8217;\u0131n n\u00fckleer program\u0131na ili\u015fkin m\u00fczakerelerin ba\u015flat\u0131lmas\u0131n\u0131 \u00f6ng\u00f6ren 60 g\u00fcnl\u00fck bir mutabakat zapt\u0131 \u00fczerinde anla\u015fmaya vard\u0131\u011f\u0131 y\u00f6n\u00fcndeki iddialar\u0131n petrol fiyatlar\u0131n\u0131 a\u015fa\u011f\u0131 \u00e7ekti\u011fi ve Brent petrol\u00fcn 17 Nisan&#8217;dan bu yana ilk kez 90 dolar\u0131n alt\u0131n\u0131 test etti\u011fi belirtildi.<\/p>\n<p>Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanan ABD verilerine de de\u011finilen analizde, Fed&#8217;in yak\u0131ndan takip etti\u011fi \u00c7ekirdek Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) Endeksi&#8217;nin Nisan ay\u0131nda Ekim 2023&#8217;ten bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131 ifade edildi. Buna kar\u015f\u0131n ABD&#8217;nin birinci \u00e7eyrek b\u00fcy\u00fcme verisindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonun, Fed&#8217;in faiz indirimi yapmak zorunda kalabilece\u011fi beklentilerini art\u0131rd\u0131\u011f\u0131 ve ABD-\u0130ran anla\u015fmas\u0131na y\u00f6nelik haberlerle birlikte ABD borsalar\u0131nda y\u00fckseli\u015flerin g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p>Alnus Yat\u0131r\u0131m, yeni i\u015flem g\u00fcn\u00fcne \u0130ran&#8217;\u0131n ABD teklifini reddetti\u011fi ve ABD&#8217;nin savunma ama\u00e7l\u0131 yeni sald\u0131r\u0131lar ger\u00e7ekle\u015ftirdi\u011fine y\u00f6nelik haber ak\u0131\u015flar\u0131n\u0131n etkisiyle girildi\u011fini belirtti. ABD vadeli endekslerinin pozitif, Avrupa vadeli endeksleri ile Asya-Pasifik borsalar\u0131n\u0131n ise kar\u0131\u015f\u0131k seyir izledi\u011fi ifade edilen raporda, BIST 100 endeksinin g\u00fcne yatay ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fi vurguland\u0131.<\/p>\n<p>Yurt i\u00e7inde T\u00fcrkiye&#8217;nin 2026 y\u0131l\u0131 birinci \u00e7eyrek GSY\u0130H b\u00fcy\u00fcme verileri ile May\u0131s ay\u0131 \u0130malat PMI verilerinin takip edilece\u011fi belirtilen de\u011ferlendirmede, k\u00fcresel tarafta ise Japonya ve \u00c7in&#8217;den gelen imalat PMI verilerinin ard\u0131ndan ABD, Euro B\u00f6lgesi, Almanya ve \u0130ngiltere&#8217;nin imalat PMI verilerinin a\u00e7\u0131klanaca\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Raporda, g\u00fcn\u00fcn geri kalan\u0131nda jeopolitik risklere ili\u015fkin haber ak\u0131\u015flar\u0131n\u0131n piyasa fiyatlamalar\u0131 a\u00e7\u0131s\u0131ndan belirleyici olmaya devam edece\u011fi ifade edildi.<\/p>\n<p data-start=\"105\" data-end=\"353\">MHRGY, 620,25 milyon TL tutar\u0131ndaki sermaye d\u00fczeltme olumlu farklar\u0131n\u0131n sermayeye eklenmesiyle mevcut 1,24 milyar TL olan \u00f6denmi\u015f sermayesini y\u00fczde 50 oran\u0131nda bedelsiz art\u0131rarak 1,86 milyar TL&#8217;ye \u00e7\u0131karmay\u0131 Genel Kurul&#8217;un onay\u0131na sunma karar\u0131 ald\u0131.<\/p>\n<p data-start=\"355\" data-end=\"563\">MRGYO, Tekirda\u011f \u00c7erkezk\u00f6y&#8217;de Narin Tekstil&#8217;e ait toplam 16.686,99 metrekarelik ta\u015f\u0131nmazlar \u00fczerinde geli\u015ftirilecek proje i\u00e7in has\u0131lat payla\u015f\u0131m\u0131 s\u00f6zle\u015fmesini 26 May\u0131s 2026 tarihinde imzalayarak y\u00fcr\u00fcrl\u00fc\u011fe ald\u0131.<\/p>\n<p data-start=\"565\" data-end=\"708\">KLMSN, y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 OOO Metalfrio Solutions&#8217;\u0131n Rusya&#8217;daki \u00fcretim tesisinde faaliyetlerin ge\u00e7ici olarak durdurulmas\u0131na karar verdi.<\/p>\n<p data-start=\"710\" data-end=\"1029\">BOBET&#8217;in y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Bo\u011fazi\u00e7i \u00c7imento, \u0130stanbul \u00c7atalca&#8217;daki 44579 ruhsat numaral\u0131 silis kumu maden sahas\u0131 ve tesislerinin r\u00f6dovans y\u00f6ntemiyle i\u015fletilmesine y\u00f6nelik \u00e7al\u0131\u015fmalara ba\u015flad\u0131. \u015eirket, bu ad\u0131m\u0131n tedarik g\u00fcvenli\u011fi, operasyonel verimlilik ve k\u00e2rl\u0131l\u0131k \u00fczerinde olumlu etkiler olu\u015fturmas\u0131n\u0131 bekliyor.<\/p>\n<p data-start=\"1031\" data-end=\"1196\">BEYAZ, Avrupa&#8217;daki b\u00fcy\u00fcme stratejisi kapsam\u0131nda Letonya&#8217;n\u0131n Riga kentinde y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 olan BEYAZ BALTIC MOBILITY SIA&#8217;n\u0131n kurulu\u015f i\u015flemlerini tamamlad\u0131.<\/p>\n<p data-start=\"1198\" data-end=\"1412\">KARSN, G\u00f6teborg&#8217;da hizmet veren otonom e-ATAK arac\u0131na tramvay\u0131n arkadan \u00e7arpmas\u0131 sonucu meydana gelen olayda yaralanma ya\u015fanmad\u0131\u011f\u0131n\u0131 ve ilk bulgulara g\u00f6re olay\u0131n otonom s\u00fcr\u00fc\u015f sisteminden kaynaklanmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n<p data-start=\"1414\" data-end=\"1624\">SMART, E Kamp\u00fcs E\u011fitim Yaz\u0131l\u0131m ve Dan\u0131\u015fmanl\u0131k A.\u015e.&#8217;yi devralma suretiyle birle\u015fme i\u015flemine ili\u015fkin Rekabet Kurulu&#8217;nun, ciro e\u015fiklerinin a\u015f\u0131lmamas\u0131 nedeniyle i\u015flemin izne tabi olmad\u0131\u011f\u0131na karar verdi\u011fini duyurdu.<\/p>\n<p data-start=\"1626\" data-end=\"1834\">KUTPO, daha \u00f6nce yap\u0131lan maddi duran varl\u0131k al\u0131m\u0131 a\u00e7\u0131klamas\u0131nda sehven ta\u015f\u0131nmaz\u0131n tamam\u0131n\u0131n belirtildi\u011fini, ger\u00e7ekte sat\u0131n al\u0131nan k\u0131sm\u0131n Ba\u011fc\u0131lar&#8217;da bulunan toplam 1.300 metrekarelik d\u00fckk\u00e2n oldu\u011funu bildirdi.<\/p>\n<p data-start=\"1836\" data-end=\"2004\">ZOREN, Dorad Energy&#8217;deki y\u00fczde 25 pay sat\u0131\u015f\u0131ndan kaynaklanan alaca\u011f\u0131n kalan 85,79 milyon NIS&#8217;lik k\u0131sm\u0131n\u0131n da tahsil edilmesiyle sat\u0131\u015f s\u00fcrecinin tamamland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n<p data-start=\"2006\" data-end=\"2269\" data-is-last-node=\"\" data-is-only-node=\"\">Teknik analiz b\u00f6l\u00fcm\u00fcnde BIST 100 endeksi i\u00e7in 13.530 ve 13.400 seviyeleri destek, 13.782 ve 13.876 seviyeleri diren\u00e7 olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131. V\u0130OP BIST 30 yak\u0131n vadeli kontrat\u0131nda ise 15.502 ve 15.403 destek, 15.752 ve 15.885 seviyeleri diren\u00e7 olarak takip ediliyor.<\/p>\n<p>\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 1 Haziran (Hibya) &#8211; Alnus Yat\u0131r\u0131m&#8217;\u0131n yay\u0131mlad\u0131\u011f\u0131 analizde, Kurban Bayram\u0131 \u00f6ncesi BIST 100 endeksinin jeopolitik risklerin etkisiyle y\u00fczde 1,64 d\u00fc\u015f\u00fc\u015fle 13.662,75 puandan kapand\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":92339,"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-92338","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\/92338","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=92338"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/92338\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/92339"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=92338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=92338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=92338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}