{"id":92891,"date":"2026-06-02T08:00:20","date_gmt":"2026-06-02T05:00:20","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/02\/kuresel-piyasalarda-enflasyon-ve-jeopolitik-gelismeler-one-cikti"},"modified":"2026-06-02T08:00:20","modified_gmt":"2026-06-02T05:00:20","slug":"kuresel-piyasalarda-enflasyon-ve-jeopolitik-gelismeler-one-cikti","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/02\/kuresel-piyasalarda-enflasyon-ve-jeopolitik-gelismeler-one-cikti\/","title":{"rendered":"K\u00fcresel piyasalarda enflasyon ve jeopolitik geli\u015fmeler \u00f6ne \u00e7\u0131kt\u0131"},"content":{"rendered":"<p class=\"MsoNormal\">Analizde, ABD vadeli endekslerinin yeni g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flad\u0131\u011f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n temkinli pozisyonlanmas\u0131yla dolar endeksinde s\u0131n\u0131rl\u0131 y\u00fckseli\u015f e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc belirtildi. Risk i\u015ftah\u0131ndaki zay\u0131flaman\u0131n \u00f6zellikle Nasdaq ve S&amp;P 500 vadeli kontratlar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu\u011fu, g\u00fcvenli liman talebinin ise dolar\u0131 destekledi\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Bug\u00fcn a\u00e7\u0131klanacak Euro B\u00f6lgesi may\u0131s ay\u0131 y\u0131ll\u0131k enflasyon verisinin piyasalar\u0131n oda\u011f\u0131nda oldu\u011fu kaydedilen analizde, y\u0131ll\u0131k T\u00dcFE beklentisinin y\u00fczde 3,3 seviyesinde bulundu\u011fu, \u00f6nceki verinin ise y\u00fczde 3,0 olarak ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Jeopolitik tarafta ise ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, \u0130ran\u2019\u0131n m\u00fczakereleri ask\u0131ya almas\u0131n\u0131n do\u011frudan askeri operasyon anlam\u0131na gelmedi\u011fini s\u00f6yleyerek diplomasi kap\u0131s\u0131n\u0131n tamamen kapanmad\u0131\u011f\u0131 mesaj\u0131n\u0131 verdi\u011fi belirtildi. Buna kar\u015f\u0131n \u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu\u2019nun, L\u00fcbnan\u2019\u0131n g\u00fcneyindeki operasyon planlar\u0131n\u0131n s\u00fcrece\u011fini a\u00e7\u0131klamas\u0131n\u0131n b\u00f6lgesel riskleri canl\u0131 tuttu\u011fu vurguland\u0131.<\/p>\n<p class=\"MsoNormal\">Analizde, Japonya Ba\u015fbakan\u0131 Sanae Takai\u00e7i\u2019nin \u0130ran\u2019a ABD ile anla\u015fma \u00e7a\u011fr\u0131s\u0131 yapt\u0131\u011f\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n t\u00fcm gemilere a\u00e7\u0131k tutulmas\u0131n\u0131n \u00f6nemine dikkat \u00e7ekti\u011fi belirtilirken, bu mesajlar\u0131n enerji arz g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"MsoNormal\">\u015eirketler taraf\u0131nda Tesla\u2019n\u0131n Avrupa sat\u0131\u015flar\u0131nda toparlanman\u0131n may\u0131sta da devam etti\u011fi aktar\u0131ld\u0131. Fransa, Norve\u00e7, Danimarka, \u0130spanya ve Portekiz\u2019de yeni ara\u00e7 tescillerinde g\u00fc\u00e7l\u00fc art\u0131\u015flar g\u00f6r\u00fcld\u00fc\u011f\u00fc, Almanya ve \u0130ngiltere verileri \u00f6ncesinde Avrupa pazar\u0131ndaki ivmenin g\u00fc\u00e7 kazand\u0131\u011f\u0131 kaydedildi.<\/p>\n<p class=\"MsoNormal\">Yapay zeka taraf\u0131nda ise Nvidia CEO\u2019su Jensen Huang\u2019\u0131n hem CPU hem de GPU taraf\u0131nda artan talebi kar\u015f\u0131layabilecek \u00fcretim kapasitesine sahip olduklar\u0131n\u0131 s\u00f6yledi\u011fi belirtilirken, g\u00fc\u00e7l\u00fc yapay zeka talebinin \u015firketin b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc desteklemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n<p class=\"MsoNormal\">Makroekonomik g\u00f6r\u00fcn\u00fcmde Avustralya ekonomisine ili\u015fkin sinyallerin dikkat \u00e7ekti\u011fi belirtilen analizde, ilk \u00e7eyrekte cari a\u00e7\u0131\u011f\u0131n 27,1 milyar Avustralya dolar\u0131na y\u00fckseldi\u011fi ve net ihracat\u0131n b\u00fcy\u00fcmeye negatif katk\u0131 verdi\u011fi kaydedildi. Ayr\u0131ca Avustralya Merkez Bankas\u0131 Y\u00f6netim Kurulu \u00fcyesi Ian Harper\u2019\u0131n g\u00fc\u00e7l\u00fc i\u00e7 talep ve kapasite k\u0131s\u0131tlar\u0131n\u0131n enflasyon risklerini art\u0131rd\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n, yeniden faiz art\u0131\u015f\u0131 beklentilerini g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">\u00d6te yandan Beyaz Saray\u2019\u0131n baz\u0131 tar\u0131m ve sanayi ekipmanlar\u0131nda tarifeleri d\u00fc\u015f\u00fcr\u00fcrken, metal ithalat\u0131na y\u00f6nelik korumac\u0131 yakla\u015f\u0131m\u0131n\u0131 tamamen terk etmedi\u011fi ve tarife d\u00fczenlemelerinde se\u00e7ici ad\u0131mlar att\u0131\u011f\u0131 belirtildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 2 Haziran (Hibya)- \u0130kon Menkul\u2019\u00fcn yurtd\u0131\u015f\u0131 sabah analizine g\u00f6re, k\u00fcresel piyasalarda yat\u0131r\u0131mc\u0131lar enflasyon verileri, jeopolitik riskler ve merkez bankalar\u0131ndan gelen mesajlara odaklan\u0131rken, dolar\u0131n g\u00fc\u00e7l\u00fc seyri ve artan temkinli g\u00f6r\u00fcn\u00fcm risk i\u015ftah\u0131n\u0131 bask\u0131l\u0131yor. Avrupa enflasyonu, Orta Do\u011fu\u2019daki geli\u015fmeler ve teknoloji hisselerine y\u00f6nelik beklentiler piyasalar\u0131n ana g\u00fcndem ba\u015fl\u0131klar\u0131 aras\u0131nda yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":92892,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-92891","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/92891","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=92891"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/92891\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/92892"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=92891"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=92891"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=92891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}