{"id":94195,"date":"2026-06-04T11:00:11","date_gmt":"2026-06-04T08:00:11","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/04\/piyasalar-jeopolitik-riskler-ve-buyume-revizyonlarinin-golgesinde-yon-ariyor"},"modified":"2026-06-04T11:00:11","modified_gmt":"2026-06-04T08:00:11","slug":"piyasalar-jeopolitik-riskler-ve-buyume-revizyonlarinin-golgesinde-yon-ariyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/04\/piyasalar-jeopolitik-riskler-ve-buyume-revizyonlarinin-golgesinde-yon-ariyor\/","title":{"rendered":"Piyasalar jeopolitik riskler ve b\u00fcy\u00fcme revizyonlar\u0131n\u0131n g\u00f6lgesinde y\u00f6n ar\u0131yor"},"content":{"rendered":"<p class=\"MsoNormal\">Analizde, BIST 100 endeksinin g\u00fcne y\u00fczde 0,06 d\u00fc\u015f\u00fc\u015fle 14.191,15 puandan ba\u015flad\u0131\u011f\u0131, g\u00fcn i\u00e7erisinde 14.219,69 seviyesine kadar y\u00fckselmesine ra\u011fmen bu b\u00f6lgeden gelen sat\u0131\u015flarla y\u00f6n\u00fcn\u00fc a\u015fa\u011f\u0131 \u00e7evirdi\u011fi belirtildi. Endeks g\u00fcn\u00fc y\u00fczde 1,65 kay\u0131pla 13.965,65 puandan tamamlarken, bankac\u0131l\u0131k endeksi y\u00fczde 1,83, s\u0131nai endeks ise y\u00fczde 1,51 de\u011fer kaybetti.<\/p>\n<p class=\"MsoNormal\">Tahvil piyasas\u0131nda iki y\u0131ll\u0131k g\u00f6sterge tahvil faizinin 5 baz puan art\u0131\u015fla y\u00fczde 43,45\u2019e, 10 y\u0131ll\u0131k tahvil faizinin ise 10 baz puan y\u00fckselerek y\u00fczde 34,82\u2019ye \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, dolar\/TL kurunun 45,92-45,99, euro\/TL\u2019nin ise 53,32-53,51 band\u0131nda hareket etti\u011fi ifade edildi. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k kredi risk priminin (CDS) 240,6 seviyesinde ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Kurum de\u011ferlendirmesinde, uluslararas\u0131 kurulu\u015flar\u0131n T\u00fcrkiye ekonomisine y\u00f6nelik b\u00fcy\u00fcme tahminlerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi. Goldman Sachs\u2019\u0131n enerji fiyatlar\u0131ndaki art\u0131\u015f ve \u00f6demeler dengesi g\u00f6r\u00fcn\u00fcm\u00fcndeki bozulma nedeniyle T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n finansal ko\u015fullar\u0131 daha da s\u0131k\u0131la\u015ft\u0131rmak zorunda kalabilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc ifade edilirken, bankan\u0131n 2026 y\u0131l\u0131 b\u00fcy\u00fcme beklentisini y\u00fczde 2,7 seviyesinde olu\u015fturdu\u011fu kaydedildi.<\/p>\n<p class=\"MsoNormal\">Citi\u2019nin raporunda d\u00fc\u015f\u00fck verimlilik art\u0131\u015f\u0131 ile yap\u0131sal ve kurumsal g\u00f6stergelerdeki bozulmalara dikkat \u00e7ekildi\u011fi belirtilirken, kurumun T\u00fcrkiye ekonomisi i\u00e7in bu y\u0131l y\u00fczde 2,5 b\u00fcy\u00fcme beklentisi payla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Avrupa \u0130mar ve Kalk\u0131nma Bankas\u0131\u2019n\u0131n (EBRD) ise k\u00fcresel belirsizlikler ve zay\u0131flayan d\u0131\u015f talep nedeniyle T\u00fcrkiye\u2019nin 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 4\u2019ten y\u00fczde 3,5\u2019e \u00e7ekti\u011fi ifade edildi. Buna ra\u011fmen T\u00fcrkiye ekonomisinin d\u0131\u015f \u015foklar\u0131 absorbe etme kapasitesini korudu\u011funa dikkat \u00e7ekildi.<\/p>\n<p class=\"MsoNormal\">Ekonomik \u0130\u015fbirli\u011fi ve Kalk\u0131nma \u00d6rg\u00fct\u00fc\u2019n\u00fcn (OECD) de T\u00fcrkiye i\u00e7in 2026 b\u00fcy\u00fcme beklentisini y\u00fczde 3,3\u2019ten y\u00fczde 3,1\u2019e indirdi\u011fi, 2027 beklentisini ise y\u00fczde 3,8 seviyesinde korudu\u011fu belirtildi.<\/p>\n<p class=\"MsoNormal\">K\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, ABD\u2019de Dow Jones endeksinin y\u00fczde 1,21, S&amp;P 500 endeksinin y\u00fczde 0,74 ve Nasdaq endeksinin y\u00fczde 0,89 geriledi\u011fi kaydedildi. Avrupa borsalar\u0131n\u0131n da g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p class=\"MsoNormal\">ABD verilerine ili\u015fkin de\u011ferlendirmede, \u00f6zel sekt\u00f6r istihdam\u0131n\u0131n may\u0131s ay\u0131nda 122 bin ki\u015fi artarak beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtilirken, mortgage ba\u015fvurular\u0131n\u0131n haftal\u0131k bazda y\u00fczde 2,5 geriledi\u011fi aktar\u0131ld\u0131. ABD\u2019de ISM hizmet PMI verisinin 54,5 seviyesine y\u00fckseldi\u011fi, S&amp;P Global hizmet PMI verisinin ise 50,7 seviyesine geriledi\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Jeopolitik geli\u015fmelere ili\u015fkin b\u00f6l\u00fcmde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran ile y\u00fcr\u00fct\u00fclen m\u00fczakerelere ili\u015fkin \u201cM\u00fczakerelerin \u00e7ok \u00e7ok iyi gitti\u011fini ilettiler. E\u011fer anla\u015fma olursa, olmayabilir de, ama olursa mesela bu hafta sonu olabilir\u201d a\u00e7\u0131klamas\u0131na yer verildi.<\/p>\n<p class=\"MsoNormal\">\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i\u2019nin ise ABD ile ileti\u015fimin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ancak m\u00fczakere s\u00fcrecinde hen\u00fcz somut ilerleme sa\u011flanamad\u0131\u011f\u0131n\u0131 ifade etti\u011fi belirtildi.<\/p>\n<p class=\"MsoNormal\">Fed\u2019in Bej Kitap raporuna da de\u011finilen analizde, ABD ekonomisinde faaliyetlerin hafif ila orta d\u00fczeyde b\u00fcy\u00fcmeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ancak istihdam taraf\u0131nda s\u0131n\u0131rl\u0131 de\u011fi\u015fim ya\u015fand\u0131\u011f\u0131 ifade edildi. Raporda, enerji fiyatlar\u0131ndaki art\u0131\u015f nedeniyle enflasyon bask\u0131lar\u0131n\u0131n g\u00fc\u00e7lendi\u011fine dikkat \u00e7ekildi.<\/p>\n<p class=\"MsoNormal\">ABD Temsilciler Meclisi\u2019nin \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131n sona erdirilmesini \u00f6ng\u00f6ren sava\u015f yetkileri tasar\u0131s\u0131n\u0131 kabul etti\u011fi belirtilirken, ABD Hazine Bakan\u0131 Scott Bessent\u2019in enerji kaynakl\u0131 enflasyon art\u0131\u015f\u0131n\u0131 ge\u00e7ici olarak de\u011ferlendirdi\u011fi kaydedildi.<\/p>\n<p class=\"MsoNormal\">Bug\u00fcn veri g\u00fcndeminde yurt i\u00e7inde i\u015fsizlik oran\u0131 verisinin, yurt d\u0131\u015f\u0131nda ise ABD haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131n takip edilece\u011fi ifade edilirken, piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n enflasyon ve faiz beklentileri de \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p class=\"MsoNormal\">TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi\u2019ne g\u00f6re may\u0131s ay\u0131 enflasyon beklentisinin y\u00fczde 1,89, y\u0131l sonu enflasyon beklentisinin y\u00fczde 28,94 oldu\u011fu belirtilirken, dolar\/TL kurunun y\u0131l sonunda 51,57 seviyesine ula\u015fmas\u0131n\u0131n beklendi\u011fi kaydedildi. Ankette 2026 ve 2027 b\u00fcy\u00fcme beklentilerinin s\u0131ras\u0131yla y\u00fczde 3,3 ve y\u00fczde 4,1 oldu\u011fu ifade edilirken, politika faizinin ilk toplant\u0131da y\u00fczde 37 seviyesinde olu\u015fmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">Yeni i\u015flem g\u00fcn\u00fcne ili\u015fkin g\u00f6r\u00fcn\u00fcmde Asya piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k seyretti\u011fi belirtilirken, dolar\/TL\u2019nin 45,95, euro\/TL\u2019nin 53,51 seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc; Brent petrol\u00fcn 96,96 dolar, ons alt\u0131n\u0131n ise 4.463,84 dolar seviyesinde fiyatland\u0131\u011f\u0131 ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 Haziran (Hibya)- Bizim Menkul De\u011ferler (BMD), k\u00fcresel piyasalarda jeopolitik riskler, enerji fiyatlar\u0131ndaki y\u00fckseli\u015f ve b\u00fcy\u00fcme tahminlerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtirken, yurt i\u00e7inde piyasalar\u0131n veri g\u00fcndemi ve para politikas\u0131 beklentilerine odakland\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":94196,"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-94195","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\/94195","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=94195"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94195\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/94196"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=94195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=94195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=94195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}