{"id":95955,"date":"2026-06-08T10:00:36","date_gmt":"2026-06-08T07:00:36","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/08\/enflasyon-jeopolitik-riskler-ve-merkez-bankasi-beklentileri-piyasalari-etkiledi"},"modified":"2026-06-08T10:00:36","modified_gmt":"2026-06-08T07:00:36","slug":"enflasyon-jeopolitik-riskler-ve-merkez-bankasi-beklentileri-piyasalari-etkiledi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/08\/enflasyon-jeopolitik-riskler-ve-merkez-bankasi-beklentileri-piyasalari-etkiledi\/","title":{"rendered":"Enflasyon, jeopolitik riskler ve merkez bankas\u0131 beklentileri piyasalar\u0131 etkiledi"},"content":{"rendered":"<p>Marba\u015f Menkul De\u011ferler taraf\u0131ndan yap\u0131lan de\u011ferlendirmede, ge\u00e7ti\u011fimiz hafta hem i\u00e7 hem de k\u00fcresel piyasalarda enflasyon verileri, jeopolitik geli\u015fmeler ve merkez bankas\u0131 beklentilerinin fiyatlamalarda belirleyici oldu\u011fu belirtildi.<\/p>\n<p>\u0130\u00e7 tarafta May\u0131s ay\u0131 enflasyon verilerinin beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi ifade edilerek, T\u00dc\u0130K verilerine g\u00f6re ayl\u0131k enflasyonun y\u00fczde 1,71, y\u0131ll\u0131k enflasyonun ise y\u00fczde 32,61 seviyesine y\u00fckseldi\u011fi aktar\u0131ld\u0131. Bu geli\u015fmenin ard\u0131ndan 14.000 puan psikolojik seviyesinin a\u015f\u0131lamad\u0131\u011f\u0131 ve yabanc\u0131 yat\u0131r\u0131mc\u0131 sat\u0131\u015flar\u0131n\u0131n artt\u0131\u011f\u0131 belirtildi. BIST 100 endeksinin haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 1,28 d\u00fc\u015f\u00fc\u015fle 13.694,19 puandan tamamlad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Yeni haftaya girilirken Orta Do\u011fu\u2019da \u0130ran ve \u0130srail aras\u0131nda artan jeopolitik gerilimlerin piyasalarda volatiliteyi art\u0131rd\u0131\u011f\u0131, endekste haber ak\u0131\u015f\u0131na ba\u011fl\u0131 fiyatlamalar\u0131n \u00f6ne \u00e7\u0131kmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131. Bu hafta i\u00e7 tarafta en kritik geli\u015fmenin T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 faiz karar\u0131 olaca\u011f\u0131, piyasa beklentisinin faizin sabit b\u0131rak\u0131lmas\u0131 y\u00f6n\u00fcnde oldu\u011fu ifade edildi. Karar metninde yer alacak dezenflasyon s\u00fcreci ve likidite ad\u0131mlar\u0131na ili\u015fkin mesajlar\u0131n piyasalar a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 belirtildi. Teknik g\u00f6r\u00fcn\u00fcmde 14.000 seviyesinin ana diren\u00e7, 13.680 ve 13.400 seviyelerinin ise destek konumunda takip edilece\u011fi aktar\u0131ld\u0131.<\/p>\n<p>ABD piyasalar\u0131nda ise g\u00fc\u00e7l\u00fc istihdam verilerinin ard\u0131ndan faiz art\u0131\u015f\u0131 ihtimalinin yeniden fiyatlanmas\u0131yla haftan\u0131n son i\u015flem g\u00fcn\u00fcnde sert sat\u0131\u015flar g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. S&amp;P 500 endeksinin y\u00fczde 2,6, Nasdaq endeksinin ise y\u00fczde 4,2 de\u011fer kaybetti\u011fi ifade edildi. Buna kar\u015f\u0131n vadeli endekslerde yeni haftaya yatay-dengeli bir ba\u015flang\u0131\u00e7 yap\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>K\u00fcresel tarafta yat\u0131r\u0131mc\u0131lar\u0131n \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak T\u00dcFE ve Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak \u00dcFE verilerine odakland\u0131\u011f\u0131 belirtilirken, Oracle ve Adobe bilan\u00e7olar\u0131n\u0131n teknoloji ve yapay zeka sekt\u00f6r\u00fcndeki e\u011filimler a\u00e7\u0131s\u0131ndan takip edilece\u011fi ifade edildi. Ayr\u0131ca SpaceX\u2019in yakla\u015f\u0131k 1,8 trilyon dolar de\u011ferleme ile ger\u00e7ekle\u015ftirmesi beklenen halka arz\u0131n\u0131n piyasalar a\u00e7\u0131s\u0131ndan \u00f6nemli bir likidite g\u00fcndemi olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>Asya-Pasifik piyasalar\u0131nda hafta ba\u015f\u0131nda risk i\u015ftah\u0131ndaki azalmayla birlikte sert sat\u0131\u015flar g\u00f6r\u00fcld\u00fc\u011f\u00fc, Japonya Nikkei ve G\u00fcney Kore KOSPI endekslerinde d\u00fc\u015f\u00fc\u015fler ya\u015fand\u0131\u011f\u0131 belirtildi. Brent petrol\u00fcn 96 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n enerji ithalat\u00e7\u0131s\u0131 \u00fclkelerde enflasyon ve cari a\u00e7\u0131k bask\u0131lar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Dolar\u0131n g\u00fc\u00e7lenmesinin b\u00f6lge para birimleri \u00fczerinde bask\u0131 olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>Avrupa piyasalar\u0131nda ise enerji fiyatlar\u0131ndaki y\u00fckseli\u015f ve ABD kaynakl\u0131 faiz beklentilerinin bask\u0131 yaratt\u0131\u011f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) politika ad\u0131mlar\u0131na odakland\u0131\u011f\u0131 belirtildi. Brent petrol fiyat\u0131ndaki art\u0131\u015f\u0131n Avrupa\u2019da enflasyonist bask\u0131lar\u0131 yeniden g\u00fc\u00e7lendirdi\u011fi ifade edildi.<\/p>\n<p>Emtia taraf\u0131nda Brent petrol fiyatlar\u0131nda y\u00fckseli\u015f g\u00f6r\u00fcl\u00fcrken, ons alt\u0131n taraf\u0131nda sat\u0131c\u0131l\u0131 seyrin devam etti\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmad\u0131\u011f\u0131, k\u00fcresel tarafta ise Almanya fabrika sipari\u015flerinin takip edilece\u011fi belirtildi.<\/p>\n<p>\u015eirket ve kurumsal geli\u015fmelerde ise FORTE\u2019nin hisse ba\u015f\u0131na net 0,442 TL temett\u00fc \u00f6demesi karar\u0131 ald\u0131\u011f\u0131, AKFIS\u2019in Hatay \u015eehir Hastanesi ihalesinde en d\u00fc\u015f\u00fck teklifin ba\u015fka bir firmaya ait oldu\u011fu, IZENR\u2019in planl\u0131 bak\u0131m \u00e7al\u0131\u015fmalar\u0131n\u0131 tamamlad\u0131\u011f\u0131 ifade edildi. DERHL\u2019nin y\u00fczde 401,40533 oran\u0131nda bedelsiz sermaye art\u0131r\u0131m\u0131 karar\u0131 ald\u0131\u011f\u0131 aktar\u0131ld\u0131. AGESA\u2019n\u0131n 1 Ocak\u201331 May\u0131s 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 g\u00f6sterdi\u011fi belirtildi. TRALT\u2019ta madencilik faaliyetlerinin mevzuata uygun \u015fekilde s\u00fcrd\u00fc\u011f\u00fc ifade edildi. EBEBK\u2019nin May\u0131s ay\u0131nda 11 milyon 281 bin 793 adet \u00fcr\u00fcn sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirdi\u011fi, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde bu rakam\u0131n 8 milyon 886 bin 615 oldu\u011fu aktar\u0131ld\u0131. KONTR\u2019un bor\u00e7lanma ara\u00e7lar\u0131n\u0131n kupon \u00f6demesinin yap\u0131lamamas\u0131 nedeniyle G\u00f6zalt\u0131 Pazar\u0131\u2019na al\u0131nd\u0131\u011f\u0131 belirtildi. KAYSE\u2019nin FD Tohum ile y\u00fcr\u00fct\u00fclen ortakl\u0131k g\u00f6r\u00fc\u015fmelerini sonland\u0131rd\u0131\u011f\u0131 ifade edildi. CVKMD\u2019de y\u00fczde 12,5 kurumlar vergisi d\u00fczenlemesinin \u015firketin karl\u0131l\u0131\u011f\u0131 \u00fczerinde olumlu etki yaratmas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 8 Haziran (Hibya) &#8211; Marba\u015f Menkul De\u011ferler taraf\u0131ndan yap\u0131lan de\u011ferlendirmede, May\u0131s ay\u0131 enflasyonunun beklentileri a\u015farak y\u0131ll\u0131k y\u00fczde 32,61 seviyesine y\u00fckseldi\u011fi ve BIST 100 endeksinin haftay\u0131 y\u00fczde 1,28 d\u00fc\u015f\u00fc\u015fle 13.694,19 puandan kapatt\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":95956,"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-95955","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\/95955","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=95955"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/95955\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/95956"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=95955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=95955"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=95955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}