{"id":94899,"date":"2026-06-05T12:15:19","date_gmt":"2026-06-05T09:15:19","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/05\/piyasalarin-odaginda-orta-dogu-gerilimi-fed-ve-turkiye-enflasyonu-var"},"modified":"2026-06-05T12:15:19","modified_gmt":"2026-06-05T09:15:19","slug":"piyasalarin-odaginda-orta-dogu-gerilimi-fed-ve-turkiye-enflasyonu-var","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/05\/piyasalarin-odaginda-orta-dogu-gerilimi-fed-ve-turkiye-enflasyonu-var\/","title":{"rendered":"Piyasalar\u0131n oda\u011f\u0131nda Orta Do\u011fu gerilimi, Fed ve T\u00fcrkiye enflasyonu var"},"content":{"rendered":"<p class=\"MsoNormal\">Analizde, ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n \u0130ran ile y\u00fcr\u00fct\u00fclen m\u00fczakerelerin son a\u015famaya geldi\u011fini ve \u0130ran dini lideri M\u00fccteba Hamaney ile do\u011frudan g\u00f6r\u00fc\u015fmeye haz\u0131r oldu\u011funu a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Hizbullah&#8217;\u0131n ABD arac\u0131l\u0131\u011f\u0131ndaki ate\u015fkes \u015fartlar\u0131n\u0131 reddetti\u011fi, \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i&#8217;nin ise g\u00f6r\u00fc\u015fmelerde somut ilerleme sa\u011flanamad\u0131\u011f\u0131n\u0131 duyurdu\u011fu belirtildi. L\u00fcbnan&#8217;da devam eden \u0130srail sald\u0131r\u0131lar\u0131nda en az sekiz ki\u015finin hayat\u0131n\u0131 kaybetti\u011fi ifade edildi.<\/p>\n<p class=\"MsoNormal\">Orta Do\u011fu&#8217;daki gerilimin petrol fiyatlar\u0131nda \u015fu a\u015famada sert bir hareket yaratmad\u0131\u011f\u0131na dikkat \u00e7ekilen analizde, piyasan\u0131n m\u00fczakerelerdeki t\u0131kan\u0131kl\u0131\u011f\u0131 taraflar\u0131n masadan tamamen kalkt\u0131\u011f\u0131 bir s\u00fcre\u00e7 olarak de\u011ferlendirmedi\u011fi kaydedildi. Buna kar\u015f\u0131n son d\u00f6nemde ya\u015fanan kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n b\u00f6lgedeki riskleri y\u00fcksek tutmaya devam etti\u011fi vurguland\u0131.<\/p>\n<p class=\"MsoNormal\">ABD taraf\u0131nda ise Fed yetkililerinden gelen a\u00e7\u0131klamalar dikkat \u00e7ekti. Kansas City Fed Ba\u015fkan\u0131 Jeffrey Schmid, enflasyonun yeniden y\u00fckseli\u015f e\u011filimine girebilece\u011fine i\u015faret ederek faiz art\u0131r\u0131m\u0131 se\u00e7ene\u011finin masada oldu\u011funu s\u00f6yledi. Analizde, bu a\u00e7\u0131klaman\u0131n 16-17 Haziran&#8217;daki FOMC toplant\u0131s\u0131 \u00f6ncesinde piyasalarda faiz indirimi beklentilerine kar\u015f\u0131 \u00f6nemli bir mesaj niteli\u011fi ta\u015f\u0131d\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n<p class=\"MsoNormal\">Ukrayna-Rusya sava\u015f\u0131na ili\u015fkin geli\u015fmeler de g\u00fcndemdeki yerini korudu. Ukrayna Devlet Ba\u015fkan\u0131 Volodimir Zelenskiy&#8217;nin mevcut cephe hatt\u0131n\u0131 m\u00fczakerelerin ba\u015flang\u0131\u00e7 noktas\u0131 olarak kabul etmeye haz\u0131r olduklar\u0131n\u0131 a\u00e7\u0131klamas\u0131 ve ate\u015fkes \u00e7a\u011fr\u0131s\u0131nda bulunmas\u0131 dikkat \u00e7ekerken, ABD Ba\u015fkan\u0131 Trump da taraflar\u0131n bir araya gelmesini destekledi\u011fini belirtti. Rusya taraf\u0131ndan ise hen\u00fcz resmi bir yan\u0131t gelmedi.<\/p>\n<p class=\"MsoNormal\">Teknoloji hisselerinde ise Broadcom kaynakl\u0131 sat\u0131\u015f bask\u0131s\u0131 \u00f6ne \u00e7\u0131kt\u0131. \u015eirketin beklentilerin alt\u0131nda kalan sat\u0131\u015f tahminleri sonras\u0131nda hisseleri y\u00fczde 13 gerilerken, Philadelphia Semiconductor Endeksi de y\u00fczde 2,2 d\u00fc\u015f\u00fc\u015f kaydetti. Asya piyasalar\u0131nda da teknoloji hisselerinde sat\u0131\u015flar\u0131n h\u0131zland\u0131\u011f\u0131, \u00f6zellikle G\u00fcney Kore borsas\u0131nda sert kay\u0131plar ya\u015fand\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p class=\"MsoNormal\">T\u00fcrkiye cephesinde ise Fitch Ratings&#8217;in g\u00fcncel tahminleri \u00f6ne \u00e7\u0131kt\u0131. Kurulu\u015f, 2026 y\u0131l sonu enflasyon beklentisini y\u00fczde 25&#8217;ten y\u00fczde 29,5&#8217;e y\u00fckseltirken, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n s\u0131k\u0131 para politikas\u0131n\u0131 s\u00fcrd\u00fcrmesini bekledi\u011fini a\u00e7\u0131klad\u0131. B\u00fcy\u00fcme tahminlerinde ise yukar\u0131 y\u00f6nl\u00fc revizyona gidildi.<\/p>\n<p class=\"MsoNormal\">\u00d6te yandan piyasalar\u0131n g\u00f6z\u00fc bug\u00fcn a\u00e7\u0131klanacak may\u0131s ay\u0131 enflasyon verilerine \u00e7evrildi. Bloomberg anketine g\u00f6re y\u0131ll\u0131k T\u00dcFE&#8217;nin y\u00fczde 32,5, ayl\u0131k art\u0131\u015f\u0131n ise y\u00fczde 1,6 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor. Analizde, enerji fiyatlar\u0131 ve d\u00f6viz kurundaki hareketlerin enflasyon g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yukar\u0131 y\u00f6nl\u00fc risk olu\u015fturmaya devam etti\u011fi belirtildi. TCMB Ba\u015fkan\u0131 Fatih Karahan&#8217;\u0131n g\u00fcn i\u00e7erisinde yapaca\u011f\u0131 konu\u015fman\u0131n da yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 5 Haziran (Hibya)- Trive Yat\u0131r\u0131m Analizi\u2019ne g\u00f6re, K\u00fcresel piyasalar, Orta Do\u011fu&#8217;da artan jeopolitik riskler, ABD Merkez Bankas\u0131&#8217;ndan (Fed) gelen faiz mesajlar\u0131 ve T\u00fcrkiye&#8217;de a\u00e7\u0131klanacak enflasyon verileri \u00f6ncesinde yo\u011fun bir g\u00fcndemi takip ediyor. Trive Yat\u0131r\u0131m&#8217;\u0131n g\u00fcn\u00fcn piyasa haritas\u0131 analizine g\u00f6re, b\u00f6lgede diplomatik temaslar s\u00fcrse de sahadaki \u00e7at\u0131\u015fmalar ve kar\u015f\u0131l\u0131kl\u0131 a\u00e7\u0131klamalar belirsizli\u011fi art\u0131r\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":94900,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-94899","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\/94899","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=94899"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/94899\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/94900"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=94899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=94899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=94899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}