{"id":95929,"date":"2026-06-08T09:30:20","date_gmt":"2026-06-08T06:30:20","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/08\/kuresel-piyasalarda-jeopolitik-riskler-ve-enflasyon-verileri-one-cikti"},"modified":"2026-06-08T09:30:20","modified_gmt":"2026-06-08T06:30:20","slug":"kuresel-piyasalarda-jeopolitik-riskler-ve-enflasyon-verileri-one-cikti","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/08\/kuresel-piyasalarda-jeopolitik-riskler-ve-enflasyon-verileri-one-cikti\/","title":{"rendered":"K\u00fcresel piyasalarda jeopolitik riskler ve enflasyon verileri \u00f6ne \u00e7\u0131kt\u0131"},"content":{"rendered":"<p data-start=\"0\" data-end=\"704\">A1 Capital taraf\u0131ndan yap\u0131lan de\u011ferlendirmede, ge\u00e7ti\u011fimiz hafta k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, makroekonomik veriler ve merkez bankas\u0131 beklentilerinin belirleyici oldu\u011fu belirtildi. Orta Do\u011fu\u2019da somut bir ilerleme kaydedilememesi nedeniyle yat\u0131r\u0131mc\u0131lar\u0131n sekt\u00f6r rotasyonuna gitti\u011fi, teknoloji hisselerindeki kar realizasyonunun ard\u0131ndan sa\u011fl\u0131k ve d\u00f6ng\u00fcsel sekt\u00f6rlere y\u00f6nelimin artt\u0131\u011f\u0131 ifade edildi. ABD\u2019de a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc istihdam verisine g\u00f6re 172 bin yeni istihdam yarat\u0131ld\u0131\u011f\u0131 ve i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n beklentilerin \u00fczerinde seyretti\u011fi aktar\u0131ld\u0131. Bu geli\u015fmelerle birlikte ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,44, Alman 10 y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 2,90 seviyesinde oldu\u011fu belirtildi.<\/p>\n<p data-start=\"706\" data-end=\"1092\">Petrol piyasas\u0131nda Brent petrol\u00fcn 96,24 dolar, WTI petrol\u00fcn ise 93,41 dolar seviyesine y\u00fckseldi\u011fi, art\u0131\u015fta Orta Do\u011fu\u2019daki jeopolitik risklerin etkili oldu\u011fu ifade edildi. Alt\u0131n fiyatlar\u0131nda spot alt\u0131n\u0131n 4.307 dolar seviyesine geriledi\u011fi, vadeli i\u015flemlerin ise 4.343 dolar seviyesinde bulundu\u011fu aktar\u0131ld\u0131. Bak\u0131r fiyatlar\u0131n\u0131n ise \u00fc\u00e7 haftal\u0131k zirvenin ard\u0131ndan geri \u00e7ekildi\u011fi kaydedildi.<\/p>\n<p data-start=\"1094\" data-end=\"1608\">T\u00fcrkiye\u2019de T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131klanan May\u0131s ay\u0131 verilerine g\u00f6re T\u00dcFE\u2019nin ayl\u0131k y\u00fczde 1,71, y\u0131ll\u0131k y\u00fczde 32,61 seviyesinde ger\u00e7ekle\u015fti\u011fi belirtildi. Nisan ay\u0131ndaki y\u00fczde 4,18\u2019lik art\u0131\u015f\u0131n ard\u0131ndan ayl\u0131k enflasyonda yava\u015flama g\u00f6r\u00fclse de y\u0131ll\u0131k enflasyonda y\u00fckseli\u015fin s\u00fcrd\u00fc\u011f\u00fc ifade edildi. TCMB politika faizinin y\u00fczde 37 seviyesinde bulundu\u011fu, efektif fonlaman\u0131n ise y\u00fczde 40 seviyelerine yakla\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131. Y\u0131l sonuna ili\u015fkin faiz beklentilerinin y\u00fczde 33\u201334 band\u0131na gerileyebilece\u011finin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi.<\/p>\n<p data-start=\"1610\" data-end=\"4265\">\u015eirket ve kurumlara ili\u015fkin geli\u015fmelerde AGESA\u2019n\u0131n 01.01.2026\u201331.05.2026 d\u00f6neminde toplam prim \u00fcretiminin 12 milyar 696 milyon 502 bin 460 TL\u2019ye ula\u015ft\u0131\u011f\u0131 ve y\u0131ll\u0131k bazda y\u00fczde 46 art\u0131\u015f kaydedildi\u011fi belirtildi. AKFIS\u2019in Hatay \u015eehir Hastanesi ihalesine kat\u0131ld\u0131\u011f\u0131 ancak en d\u00fc\u015f\u00fck teklifin ba\u015fka bir firmadan geldi\u011fi aktar\u0131ld\u0131. ALVES\u2019in 3 milyar TL\u2019lik kira sertifikas\u0131 ihra\u00e7 tavan\u0131 i\u00e7in karar ald\u0131\u011f\u0131 ifade edildi. BJKAS\u2019\u0131n Vincenzo Italiano ile 2027\u20132028 sezonu sonuna kadar s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 belirtildi. BRKO\u2019da 510 bin TL\u2019lik pay devriyle ortakl\u0131k yap\u0131s\u0131nda de\u011fi\u015fiklik ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131. CVKMD\u2019de \u00fcretim faaliyetlerinden elde edilen kazan\u00e7lara y\u00fczde 12,5 kurumlar vergisi d\u00fczenlemesinin olumlu etkiler yaratmas\u0131n\u0131n beklendi\u011fi ifade edildi. EBEBK\u2019de May\u0131s ay\u0131nda 11 milyon 281 bin 793 adet \u00fcr\u00fcn sat\u0131ld\u0131\u011f\u0131, y\u0131l\u0131n ilk be\u015f ay\u0131nda toplam sat\u0131\u015f\u0131n 50 milyon 44 bin 291 adet oldu\u011fu belirtildi. FRIGO\u2019nun enginar \u00fcretim faaliyetlerini Haziran 2026 sonras\u0131 durdurma karar\u0131 ald\u0131\u011f\u0131 ve s\u00f6zle\u015fmeli tar\u0131m modeline ge\u00e7ece\u011fi aktar\u0131ld\u0131. GEDIK\u2019in Misyon Kripto sermaye art\u0131r\u0131m\u0131na 100 milyon TL ile i\u015ftirak etti\u011fi ifade edildi. IZENR\u2019de planl\u0131 bak\u0131m \u00e7al\u0131\u015fmalar\u0131n\u0131n tamamland\u0131\u011f\u0131 belirtildi. KAYSE\u2019nin FD Tohum ile y\u00fcr\u00fct\u00fclen ortakl\u0131k g\u00f6r\u00fc\u015fmelerini sonland\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131. KONTR\u2019un bor\u00e7lanma ara\u00e7lar\u0131n\u0131n kupon \u00f6demesi yap\u0131lamad\u0131\u011f\u0131 i\u00e7in G\u00f6zalt\u0131 Pazar\u0131\u2019na al\u0131nd\u0131\u011f\u0131 ifade edildi. OBAMS\u2019\u0131n Gaziantep\u2019te yeni \u015fube a\u00e7t\u0131\u011f\u0131 belirtildi. RAYSG\u2019nin Ocak\u2013May\u0131s d\u00f6neminde br\u00fct prim \u00fcretiminin 17 milyar 352 milyon 922 bin 378 TL\u2019ye ula\u015ft\u0131\u011f\u0131 ve y\u00fczde 1,69 art\u0131\u015f g\u00f6sterdi\u011fi aktar\u0131ld\u0131. RUBNS\u2019in 650 dolar tutar\u0131nda ihracat sipari\u015fi ald\u0131\u011f\u0131 ifade edildi. TRALT\u2019ta \u00c7ED s\u00fcrecine ili\u015fkin davalar\u0131n reddedildi\u011fi ve \u00fcretim faaliyetlerinin s\u00fcrd\u00fc\u011f\u00fc belirtildi. TSPOR\u2019un Ernest Mu\u00e7i ile 3+1 y\u0131ll\u0131k, Ruslan Malinovskyi ile 3 y\u0131ll\u0131k s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 aktar\u0131ld\u0131. AKSA\u2019da Akk\u00f6k Holding\u2019in pay al\u0131m\u0131 sonras\u0131 pay oran\u0131n\u0131n y\u00fczde 40,03\u2019e y\u00fckseldi\u011fi ifade edildi. DITAS\u2019ta fonlar\u0131n pay oran\u0131n\u0131n y\u00fczde 6,13\u2019e \u00e7\u0131kt\u0131\u011f\u0131, DSTKF\u2019de y\u00fczde 4,99\u2019a geriledi\u011fi belirtildi. EGEPO\u2019da 2 milyon TL nominal sat\u0131\u015f ger\u00e7ekle\u015ftirildi\u011fi aktar\u0131ld\u0131. HEDEF\u2019te pay oran\u0131n\u0131n y\u00fczde 6,0877\u2019ye y\u00fckseldi\u011fi ifade edildi. IHLAS\u2019ta Bank of America\/Merrill Lynch taraf\u0131ndan net 7 milyon 132 bin 803 adet sat\u0131\u015f yap\u0131ld\u0131\u011f\u0131 ve pay oran\u0131n\u0131n y\u00fczde 4,746 seviyesine ula\u015ft\u0131\u011f\u0131 belirtildi. SAMAT\u2019ta pay oran\u0131n\u0131n y\u00fczde 3,0385\u2019e ula\u015ft\u0131\u011f\u0131, SANEL\u2019de y\u00fczde 16 seviyesine y\u00fckseldi\u011fi, TEHOL\u2019de ise y\u00fczde 20,017275 seviyesine \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131. DERHL\u2019de sermayenin y\u00fczde 401 oran\u0131nda art\u0131r\u0131larak 989 milyon 179 bin 83 TL\u2019ye \u00e7\u0131kar\u0131ld\u0131\u011f\u0131 ifade edildi. FORTE\u2019de ise pay ba\u015f\u0131na br\u00fct 0,520 TL, net 0,442 TL nakit temett\u00fc da\u011f\u0131t\u0131m\u0131na karar verildi\u011fi belirtildi.<\/p>\n<p data-start=\"4267\" data-end=\"4725\" data-is-last-node=\"\" data-is-only-node=\"\">K\u00fcresel tarafta SpaceX\u2019in 12 Haziran\u2019da Nasdaq\u2019ta halka arz edilmesinin beklendi\u011fi ve \u015firketin 1,75 trilyon dolar de\u011ferleme hedefledi\u011fi ifade edildi. Avrupa Merkez Bankas\u0131\u2019n\u0131n 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 haz\u0131rl\u0131\u011f\u0131nda oldu\u011fu ve y\u0131l i\u00e7inde 2\u20133 faiz art\u0131\u015f\u0131 beklentisinin bulundu\u011fu aktar\u0131ld\u0131. 2026 FIFA D\u00fcnya Kupas\u0131\u2019n\u0131n Meksika, Kanada ve ABD\u2019de ba\u015flayaca\u011f\u0131 belirtilirken, yat\u0131r\u0131mc\u0131lar\u0131n makro veriler ve jeopolitik geli\u015fmeleri yak\u0131ndan takip etti\u011fi ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 8 Haziran (Hibya)-A1 Capital taraf\u0131ndan yap\u0131lan de\u011ferlendirmede, ge\u00e7ti\u011fimiz hafta k\u00fcresel piyasalarda jeopolitik geli\u015fmeler, g\u00fc\u00e7l\u00fc ABD istihdam verileri ve merkez bankas\u0131 beklentilerinin fiyatlamalar \u00fczerinde etkili oldu\u011fu belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":95930,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-95929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/95929","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=95929"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/95929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/95930"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=95929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=95929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=95929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}