Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalar\u0131n yeniden Ortado\u011fu kaynakl\u0131 geli\u015fmelerin etkisi alt\u0131na girdi\u011fi belirtilirken, ABD-\u0130ran geriliminin enerji fiyatlar\u0131, enflasyon beklentileri ve k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerindeki etkilerine dikkat \u00e7ekildi.<\/p>\n
De\u011ferlendirmede, son haftalarda piyasalar\u0131n ABD ile \u0130ran aras\u0131nda diplomatik kanallar\u0131n tamamen kapanmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki beklentileri fiyatlad\u0131\u011f\u0131 ifade edildi. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na ili\u015fkin bir mutabakat\u0131n k\u0131sa s\u00fcre i\u00e7inde sonu\u00e7lanabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n enerji piyasalar\u0131nda temkinli bir rahatlama yaratt\u0131\u011f\u0131 belirtilirken, petrol fiyatlar\u0131ndaki geri \u00e7ekilme ve risk i\u015ftah\u0131ndaki toparlanman\u0131n da bu beklentilerden destek ald\u0131\u011f\u0131 kaydedildi.<\/p>\n
Ancak Basra K\u00f6rfezi\u2019nden gelen son haber ak\u0131\u015f\u0131n\u0131n taraflar aras\u0131ndaki dengenin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 ortaya koydu\u011fu vurgulanan raporda, ABD\u2019nin yapt\u0131r\u0131m listesinde bulunan ve \u0130ran petrol\u00fc ta\u015f\u0131d\u0131\u011f\u0131 iddia edilen bir tankere m\u00fcdahalesinin ard\u0131ndan taraflar\u0131n kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar d\u00fczenledi\u011fi, \u0130ran\u2019\u0131n ise Kuveyt ve Bahreyn\u2019deki ABD \u00fcslerine balistik f\u00fcze f\u0131rlatt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Buna kar\u015f\u0131n ne Washington\u2019dan ne de Tahran\u2019dan ate\u015fkesi sona erdirecek bir a\u00e7\u0131klama gelmedi\u011fi belirtilirken, ABD Merkez Komutanl\u0131\u011f\u0131\u2019n\u0131n ate\u015fkesin y\u00fcr\u00fcrl\u00fckte oldu\u011funu vurgulamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131. Sahadaki gerilim ile diplomatik temaslar\u0131n e\u015f zamanl\u0131 devam etmesinin piyasalar\u0131n tam \u00f6l\u00e7ekli sava\u015f senaryosuna y\u00f6nelmesini engelledi\u011fi ifade edildi.<\/p>\n
Trive Yat\u0131r\u0131m analizinde, yat\u0131r\u0131mc\u0131lar\u0131n yaln\u0131zca askeri geli\u015fmeleri de\u011fil diplomatik temaslar\u0131 da yak\u0131ndan izledi\u011fi belirtilerek, petrol fiyatlar\u0131n\u0131 son d\u00f6nemde belirleyen temel unsurun \u00e7at\u0131\u015fman\u0131n kendisinden \u00e7ok, \u00e7at\u0131\u015fman\u0131n gelece\u011fine ili\u015fkin beklentiler oldu\u011fu vurguland\u0131. Taraflar\u0131n diplomasi kanal\u0131n\u0131 a\u00e7\u0131k tutmas\u0131 halinde petrol \u00fczerindeki jeopolitik risk priminin bir b\u00f6l\u00fcm\u00fcn\u00fcn geri \u00e7ekilebilece\u011fi, aksi durumda ise y\u00fckselen enerji maliyetlerinin enflasyon beklentileri, merkez bankalar\u0131n\u0131n faiz politikalar\u0131 ve k\u00fcresel b\u00fcy\u00fcme tahminleri \u00fczerinde etkili olabilece\u011fi kaydedildi.<\/p>\n
Raporda ayr\u0131ca Trump y\u00f6netiminin g\u00fcndeme getirdi\u011fi yeni g\u00fcmr\u00fck vergisi plan\u0131na da yer verildi. Taslak plana g\u00f6re tarifelerin en az y\u00fczde 10 seviyesinde olaca\u011f\u0131, baz\u0131 \u00fclkelerde ise y\u00fczde 12,5\u2019e kadar y\u00fckselebilece\u011fi belirtildi. \u00c7in, Avrupa Birli\u011fi ve Japonya\u2019n\u0131n yan\u0131 s\u0131ra T\u00fcrkiye\u2019nin de listede yer ald\u0131\u011f\u0131 ifade edilirken, hangi \u00fcr\u00fcn gruplar\u0131n\u0131n etkilenece\u011fi ve ticaret ortaklar\u0131n\u0131n verece\u011fi olas\u0131 kar\u015f\u0131l\u0131klar\u0131n yak\u0131ndan takip edilece\u011fi vurguland\u0131. K\u00fcresel ticarette korumac\u0131l\u0131k e\u011filimlerinin yeniden g\u00fc\u00e7 kazanmas\u0131n\u0131n b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yeni bir risk olu\u015fturdu\u011fu de\u011ferlendirildi.<\/p>\n
ABD\u2019de enerji maliyetlerinin t\u00fcketici taraf\u0131na yans\u0131maya ba\u015flad\u0131\u011f\u0131na dikkat \u00e7ekilen de\u011ferlendirmede, benzin fiyatlar\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 42\u2019nin \u00fczerinde art\u0131\u015f g\u00f6stermesinin enerji maliyetlerindeki y\u00fckseli\u015fin hanehalk\u0131 b\u00fct\u00e7eleri \u00fczerindeki etkisini ortaya koydu\u011fu belirtildi. Bu durumun, enflasyonla m\u00fccadele eden ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimleri konusunda daha temkinli bir tutum benimsemesine neden olabilece\u011fi ifade edildi.<\/p>\n
Wall Street taraf\u0131nda ise son d\u00f6nemde y\u00fckselen risk i\u015ftah\u0131na y\u00f6nelik uyar\u0131lar\u0131n artt\u0131\u011f\u0131na i\u015faret edilen raporda, b\u00fcy\u00fck bankalar\u0131n \u00fcst d\u00fczey y\u00f6neticilerinin piyasalardaki iyimserli\u011fin beklenmedik geli\u015fmelerle h\u0131zla tersine d\u00f6nebilece\u011fi y\u00f6n\u00fcnde de\u011ferlendirmelerde bulundu\u011fu aktar\u0131ld\u0131. Jeopolitik riskler, ticaret sava\u015flar\u0131 ve y\u00fcksek de\u011ferlemelerin yeterince fiyatlanmad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcn\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, ABD borsalar\u0131n\u0131n tarihi zirvelere yak\u0131n seyretmesine ra\u011fmen volatilitenin d\u00fc\u015f\u00fck kalmas\u0131n\u0131n bu g\u00f6r\u00fc\u015f\u00fc destekledi\u011fi kaydedildi.<\/p>\n
\u00d6te yandan Avrupa \u0130mar ve Kalk\u0131nma Bankas\u0131\u2019n\u0131n (EBRD) T\u00fcrkiye\u2019ye ili\u015fkin b\u00fcy\u00fcme tahminlerini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etti\u011fi hat\u0131rlat\u0131ld\u0131. Buna g\u00f6re EBRD, T\u00fcrkiye\u2019nin 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 4\u2019ten y\u00fczde 3,5\u2019e, 2027 y\u0131l\u0131 tahminini ise y\u00fczde 4,5\u2019ten y\u00fczde 4\u2019e d\u00fc\u015f\u00fcrd\u00fc. Revizyonun gerek\u00e7eleri aras\u0131nda y\u00fckselen enerji maliyetleri, kal\u0131c\u0131 enflasyon bask\u0131lar\u0131 ve Ortado\u011fu kaynakl\u0131 jeopolitik riskler g\u00f6sterildi.<\/p>\n
Trive Yat\u0131r\u0131m de\u011ferlendirmesinde, b\u00fcy\u00fcmedeki yava\u015flaman\u0131n yaln\u0131zca s\u0131k\u0131 para politikas\u0131ndan kaynaklanmad\u0131\u011f\u0131na dikkat \u00e7ekilerek, d\u0131\u015f talep g\u00f6r\u00fcn\u00fcm\u00fc, enerji maliyetleri ve b\u00f6lgesel geli\u015fmelerin ekonomik aktivite \u00fczerindeki etkisinin artt\u0131\u011f\u0131 ifade edildi. Analizde, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde piyasalar\u0131n oda\u011f\u0131nda Ortado\u011fu\u2019daki geli\u015fmeler, petrol fiyatlar\u0131n\u0131n seyri ve bunlar\u0131n k\u00fcresel b\u00fcy\u00fcme ile merkez bankalar\u0131n\u0131n faiz beklentileri \u00fczerindeki etkilerinin yer alaca\u011f\u0131 belirtildi.<\/p>\n
<\/strong> \u0130stanbul, 3 Haziran (Hibya) – Trive Yat\u0131r\u0131m, ABD-\u0130ran geriliminin yeniden y\u00fckselmesinin petrol fiyatlar\u0131, enflasyon beklentileri ve k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde etkili olabilece\u011fini de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":93600,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-93599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/93599","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=93599"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/93599\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/93600"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=93599"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=93599"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=93599"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"