Analizde, BBVA Research\u2019\u00fcn Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n temmuz ay\u0131ndan \u00f6nce sona ermesi ve ekonomi politikalar\u0131n\u0131n se\u00e7ici kalmas\u0131 varsay\u0131m\u0131yla T\u00fcrkiye ekonomisinin 2026 y\u0131l\u0131nda yakla\u015f\u0131k y\u00fczde 3 b\u00fcy\u00fcmesini bekledi\u011fi aktar\u0131ld\u0131. B\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn jeopolitik geli\u015fmeler ve d\u0131\u015f finansman ko\u015fullar\u0131na ba\u011fl\u0131 olarak \u015fekillenmeye devam edece\u011fi ifade edildi.<\/p>\n
K\u00fcresel tarafta ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran ile m\u00fczakerelerde baz\u0131 aksakl\u0131klar ya\u015fand\u0131\u011f\u0131n\u0131 ancak s\u00fcrecin ilerledi\u011fini s\u00f6yledi\u011fi belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik mutabakat zapt\u0131n\u0131n gelecek hafta sonu\u00e7lanabilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n piyasalar taraf\u0131ndan yak\u0131ndan takip edildi\u011fi kaydedildi.<\/p>\n
Analizde, Trump\u2019\u0131n \u0130ran\u2019\u0131n m\u00fczakereleri ask\u0131ya ald\u0131\u011f\u0131na dair resmi bir bilgilendirme yap\u0131lmad\u0131\u011f\u0131n\u0131 ifade etti\u011fi ve bu durumun askeri kar\u015f\u0131l\u0131k anlam\u0131na gelmedi\u011fini vurgulad\u0131\u011f\u0131 belirtildi. Bununla birlikte ABD\u2019nin \u0130ran\u2019a y\u00f6nelik deniz ablukas\u0131n\u0131 s\u00fcrd\u00fcrmesinin jeopolitik risklerin tamamen ortadan kalkmad\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi.<\/p>\n
ABD\u2019nin Ankara B\u00fcy\u00fckel\u00e7isi ve Suriye \u00d6zel Temsilcisi Tom Barrack\u2019\u0131n b\u00f6lgesel akt\u00f6rlerin daha fazla sorumluluk \u00fcstlenmesi gerekti\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n da diplomatik g\u00fcndemde \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, Orta Do\u011fu\u2019daki geli\u015fmelerin enerji piyasalar\u0131 \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fc vurguland\u0131.<\/p>\n
Ticaret politikalar\u0131 taraf\u0131nda ise Beyaz Saray\u2019\u0131n tar\u0131m ekipmanlar\u0131na y\u00f6nelik tarifeleri y\u00fczde 25\u2019ten y\u00fczde 15\u2019e d\u00fc\u015f\u00fcrme karar\u0131 ald\u0131\u011f\u0131 belirtilirken, \u00e7elik, al\u00fcminyum ve bak\u0131r ithalat\u0131na ili\u015fkin baz\u0131 d\u00fczenlemelerde de de\u011fi\u015fikli\u011fe gidildi\u011fi kaydedildi. Buna kar\u015f\u0131n Trump y\u00f6netiminin Brezilya\u2019dan yap\u0131lan ithalata y\u00f6nelik y\u00fczde 25 oran\u0131nda yeni g\u00fcmr\u00fck tarifesi \u00f6nerisinin ticaret gerilimlerini yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Avrupa taraf\u0131nda Avrupa Parlamentosu Uluslararas\u0131 Ticaret Komitesi\u2019nin AB ile ABD aras\u0131ndaki ticaret anla\u015fmas\u0131na ili\u015fkin ge\u00e7ici d\u00fczenlemeleri g\u00f6r\u00fc\u015fece\u011fi aktar\u0131l\u0131rken, Japonya Maliye Bakan\u0131 Satsuki Katayama\u2019n\u0131n d\u00f6viz piyasalar\u0131na m\u00fcdahale se\u00e7ene\u011finin masada oldu\u011funu s\u00f6ylemesinin yen taraf\u0131ndaki hareketlerin izlenmesine neden oldu\u011fu belirtildi.<\/p>\n
Analizde ayr\u0131ca Japonya h\u00fck\u00fcmetinin g\u0131da \u00fcr\u00fcnlerindeki t\u00fcketim vergisini ge\u00e7ici olarak d\u00fc\u015f\u00fcrmeyi de\u011ferlendirdi\u011fi, bunun i\u00e7 talebi desteklemeye y\u00f6nelik ad\u0131mlardan biri olarak g\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Enerji piyasalar\u0131nda ise Goldman Sachs\u2019\u0131n yay\u0131mlad\u0131\u011f\u0131 rapora dikkat \u00e7ekilen analizde, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki aksakl\u0131klar\u0131n rafine \u00fcr\u00fcn piyasalar\u0131nda bask\u0131 olu\u015fturdu\u011fu ve rafineri marjlar\u0131n\u0131n 2026 boyunca tarihsel ortalamalar\u0131n belirgin \u015fekilde \u00fczerinde kalmas\u0131n\u0131n beklendi\u011fi kaydedildi.<\/p>\n
\u015eirket haberleri taraf\u0131nda Borusan\u2019\u0131n i\u015ftirak yap\u0131lanmas\u0131na y\u00f6nelik kararlar\u0131, CVK Maden\u2019in 1,2 milyon dolarl\u0131k m\u00fchendislik s\u00f6zle\u015fmesi, Do\u011fan Holding\u2019in Karel Elektronik sermaye art\u0131r\u0131m\u0131 karar\u0131, Ebebek\u2019in ma\u011faza say\u0131s\u0131n\u0131 art\u0131rmas\u0131 ve Emlak Konut\u2019un 650 milyon dolarl\u0131k sukuk ihrac\u0131n\u0131 tamamlamas\u0131 \u00f6ne \u00e7\u0131kan geli\u015fmeler aras\u0131nda yer ald\u0131.<\/p>\n
Ayr\u0131ca Turkcell\u2019in ABD d\u00fczenlemeleri kapsam\u0131nda yapt\u0131\u011f\u0131 ihtilafl\u0131 maden a\u00e7\u0131klamas\u0131nda olumsuz bir bulguya rastlanmad\u0131\u011f\u0131 belirtilirken, pay al\u0131m sat\u0131m taraf\u0131nda Tera Portf\u00f6y fonlar\u0131n\u0131n Tera Yat\u0131r\u0131m Teknoloji Holding\u2019deki pay oran\u0131n\u0131 y\u00fczde 17,05 seviyesine y\u00fckseltti\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 2 Haziran (Hibya)- A1 Capital Yat\u0131r\u0131m g\u00fcnl\u00fck analizine g\u00f6re, k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, ticaret politikalar\u0131ndaki de\u011fi\u015fiklikler ve b\u00fcy\u00fcme beklentileri fiyatlamalar \u00fczerinde etkili olmaya devam ediyor. Analizde, Orta Do\u011fu\u2019daki geli\u015fmeler, ABD\u2019nin ticaret ad\u0131mlar\u0131 ve \u015firket haber ak\u0131\u015flar\u0131n\u0131n piyasalar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":92930,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,10],"tags":[],"class_list":["post-92929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-otomobil"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/92929","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=92929"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/92929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/92930"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=92929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=92929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=92929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"