{"id":97067,"date":"2026-06-10T08:30:22","date_gmt":"2026-06-10T05:30:22","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/10\/cin-enflasyonu-abd-iran-gerilimi-ve-kritik-abd-tufe-verisi-piyasalarin-odaginda"},"modified":"2026-06-10T08:30:22","modified_gmt":"2026-06-10T05:30:22","slug":"cin-enflasyonu-abd-iran-gerilimi-ve-kritik-abd-tufe-verisi-piyasalarin-odaginda","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/10\/cin-enflasyonu-abd-iran-gerilimi-ve-kritik-abd-tufe-verisi-piyasalarin-odaginda\/","title":{"rendered":"\u00c7in enflasyonu, ABD-\u0130ran gerilimi ve kritik ABD T\u00dcFE verisi piyasalar\u0131n oda\u011f\u0131nda"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m\u2019\u0131n analizinde, BIST 100 endeksinin d\u00fcnk\u00fc i\u015flemlere \u0130srail ile \u0130ran aras\u0131nda \u00f6nceki g\u00fcn ya\u015fanan gerilimin ard\u0131ndan jeopolitik risklerde g\u00f6r\u00fclen k\u0131smi sakinle\u015fmenin etkisiyle y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131 belirtildi. Endeks g\u00fcn i\u00e7inde 13.935 puan seviyesini test etse de, g\u00fcn i\u00e7erisinde ortaya \u00e7\u0131kan tedirgin edici haber ak\u0131\u015flar\u0131n\u0131n etkisiyle sat\u0131\u015f bask\u0131s\u0131 artt\u0131 ve 13.714 puana kadar geri \u00e7ekildi. Endeks g\u00fcn\u00fc y\u00fczde 0,86 kay\u0131pla 13.741,89 puandan tamamlad\u0131. \u0130\u015flem hacmi 171,5 milyar TL\u2019den 167,4 milyar TL\u2019ye gerilerken, endeksi a\u015fa\u011f\u0131 \u00e7eken hisseler aras\u0131nda ASELSAN, T\u00fcpra\u015f ve Astor \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n<p>Yurt i\u00e7inde d\u00fcn \u00f6nemli bir makro veri a\u00e7\u0131klanmazken, ekonomi y\u00f6netiminden gelen a\u00e7\u0131klamalar, Hazine ve Maliye Bakanl\u0131\u011f\u0131 ile TCMB\u2019nin ger\u00e7ekle\u015ftirdi\u011fi i\u015flemler ve yakla\u015fan Para Politikas\u0131 Kurulu toplant\u0131s\u0131na ili\u015fkin beklentiler \u00f6n plana \u00e7\u0131kt\u0131. Ticaret Bakan\u0131 \u00d6mer Bolat\u2019\u0131n T\u00fcrk bankalar\u0131n\u0131n Suriye\u2019de \u015fube a\u00e7mas\u0131 konusunda mutabakat sa\u011fland\u0131\u011f\u0131n\u0131 ve mevzuat \u00e7al\u0131\u015fmalar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klamas\u0131 dikkat \u00e7ekti. Hazine\u2019nin ger\u00e7ekle\u015ftirdi\u011fi TLREF\u2019e endeksli d\u00f6rt y\u0131l vadeli tahvil ihalesinde ortalama y\u00fczde 19,25 faizle yakla\u015f\u0131k 129,2 milyar TL, de\u011fi\u015fken faizli d\u00f6rt y\u0131l vadeli tahvil ihalesinde ise y\u00fczde 20,76 ortalama faizle 21,8 milyar TL sat\u0131\u015f yap\u0131ld\u0131. TCMB\u2019nin a\u00e7t\u0131\u011f\u0131 500 milyon dolarl\u0131k d\u00f6viz kar\u015f\u0131l\u0131\u011f\u0131 TL swap ihalesine ise 205 milyon dolar teklif geldi.<\/p>\n<p>K\u00fcresel piyasalarda ise hafta ba\u015f\u0131ndaki gerilimin ard\u0131ndan diplomatik a\u00e7\u0131klamalar \u00f6n plana \u00e7\u0131kt\u0131. ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran ile y\u00fcr\u00fct\u00fclen m\u00fczakerelerde \u00f6nemli ilerleme sa\u011fland\u0131\u011f\u0131n\u0131 ve birka\u00e7 g\u00fcn i\u00e7inde somut sonu\u00e7lar al\u0131nabilece\u011fini belirtirken, Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance de \u0130ran ile yap\u0131lacak olas\u0131 bir n\u00fckleer anla\u015fman\u0131n ABD\u2019nin \u00e7\u0131kar\u0131na olaca\u011f\u0131n\u0131 ifade etti. Bu a\u00e7\u0131klamalar risk i\u015ftah\u0131n\u0131 art\u0131rsa da, \u0130srail\u2019in L\u00fcbnan\u2019\u0131n g\u00fcneyine y\u00f6nelik operasyonlar\u0131n\u0131n s\u00fcrece\u011fine ili\u015fkin mesajlar\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131 yak\u0131nlar\u0131nda d\u00fc\u015fen ABD helikopterine ili\u015fkin soru\u015fturma haberleri piyasalardaki iyimserli\u011fi s\u0131n\u0131rlad\u0131. Ayr\u0131ca ABD\u2019nin Alibaba ve BYD gibi \u00c7inli \u015firketleri \u00c7in ordusuyla ba\u011flant\u0131l\u0131 olduklar\u0131 iddias\u0131yla incelemeye almas\u0131, ABD-\u00c7in ili\u015fkilerinde yeni bir gerilim ba\u015fl\u0131\u011f\u0131 olarak de\u011ferlendirildi. Fitch Ratings\u2019in k\u00fcresel ekonomi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc \u201cn\u00f6tr\u201d seviyeden \u201ck\u00f6t\u00fcle\u015fiyor\u201d seviyesine d\u00fc\u015f\u00fcrmesi de k\u00fcresel ekonomiye ili\u015fkin endi\u015feleri art\u0131ran unsurlar aras\u0131nda yer ald\u0131.<\/p>\n<p>Yeni g\u00fcne ise H\u00fcrm\u00fcz Bo\u011faz\u0131 yak\u0131nlar\u0131nda d\u00fc\u015fen ABD helikopterinin \u0130ran taraf\u0131ndan vuruldu\u011fu iddialar\u0131 \u00fczerine ABD\u2019nin \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131 d\u00fczenledi\u011fine ili\u015fkin haberlerle ba\u015fland\u0131. Daha sonra ABD Ordusu\u2019ndan operasyonlar\u0131n tamamland\u0131\u011f\u0131 y\u00f6n\u00fcnde yap\u0131lan a\u00e7\u0131klama risk alg\u0131s\u0131n\u0131 k\u0131smen hafifletti. Buna ra\u011fmen ABD ve Avrupa vadeli endeksleri ile Asya-Pasifik piyasalar\u0131nda negatif g\u00f6r\u00fcn\u00fcm\u00fcn hakim oldu\u011fu belirtildi. Alnus Yat\u0131r\u0131m, BIST 100 endeksinin g\u00fcne karars\u0131z bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 beklerken, bug\u00fcn a\u00e7\u0131klanacak sanayi \u00fcretimi ve perakende sat\u0131\u015f verilerinin yan\u0131 s\u0131ra yar\u0131nki TCMB faiz karar\u0131n\u0131n yak\u0131ndan takip edilece\u011fini vurgulad\u0131. K\u00fcresel tarafta ise \u00c7in\u2019in may\u0131s ay\u0131 enflasyon verileri sonras\u0131nda g\u00f6zler ABD\u2019de a\u00e7\u0131klanacak t\u00fcketici enflasyonu verileri, 10 y\u0131ll\u0131k tahvil ihalesi ve jeopolitik geli\u015fmelere \u00e7evrildi. B\u00fcltende, \u00c7in\u2019de y\u0131ll\u0131k T\u00dcFE\u2019nin \u00f6nceki aya paralel ger\u00e7ekle\u015fti\u011fi, ancak \u00fcretici fiyat endeksinin Temmuz 2022\u2019den bu yana en y\u00fcksek seviyesine ula\u015fmas\u0131n\u0131n dikkat \u00e7ekti\u011fi ifade edildi.<\/p>\n<p>\u015eirket haberleri taraf\u0131nda ise yo\u011fun bir g\u00fcndem \u00f6ne \u00e7\u0131kt\u0131. Rubenis Tekstil, yurt d\u0131\u015f\u0131nda yerle\u015fik iki \u015firketten toplam 500 bin dolar tutar\u0131nda ihracat sipari\u015fi ald\u0131\u011f\u0131n\u0131 ve sevkiyatlara ba\u015flad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Hareket Proje Ta\u015f\u0131mac\u0131l\u0131\u011f\u0131, d\u00fcnyan\u0131n en prestijli vin\u00e7 \u015firketleri s\u0131ralamalar\u0131ndan biri olarak kabul edilen IC100 listesinde d\u00f6rt basamak y\u00fckselerek d\u00fcnya 25\u2019incisi, Avrupa 6\u2019nc\u0131s\u0131 ve Orta Do\u011fu 2\u2019ncisi olurken T\u00fcrkiye liderli\u011fini korudu\u011funu duyurdu. Gersan Elektrik, hisselerinin ABD merkezli OTCQX piyasas\u0131nda i\u015flem g\u00f6rmesi amac\u0131yla dan\u0131\u015fmanl\u0131k s\u00f6zle\u015fmesi imzalad\u0131.<\/p>\n<p>Alves Kablo, Balkan \u00fclkelerinde faaliyet g\u00f6steren bir \u015firketle 245,1 milyon TL tutar\u0131nda enerji kablosu sat\u0131\u015f s\u00f6zle\u015fmesi imzalarken, yurti\u00e7indeki bayileriyle de 570,4 milyon TL art\u0131 KDV tutar\u0131nda yeni sat\u0131\u015f s\u00f6zle\u015fmeleri ger\u00e7ekle\u015ftirdi. Armada\u015f, \u015firket sermayesinin y\u00fczde 10\u2019una kar\u015f\u0131l\u0131k gelen paylar\u0131n borsada i\u015flem g\u00f6rebilir niteli\u011fe d\u00f6n\u00fc\u015ft\u00fcr\u00fclmesi i\u00e7in SPK\u2019ya yap\u0131lan ba\u015fvuru s\u00fcrecine ili\u015fkin bilgilendirmede bulundu.<\/p>\n<p>\u00c7elik Halat\u2019ta Aslan Lena Yat\u0131r\u0131m\u2019\u0131n hakim ortak haline gelmesinin ard\u0131ndan zorunlu pay al\u0131m teklifi y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc do\u011fdu\u011fu ve bu kapsamda SPK\u2019ya ba\u015fvuru yap\u0131ld\u0131\u011f\u0131 a\u00e7\u0131kland\u0131. S\u00fcmer Varl\u0131k Y\u00f6netim ise Ba\u015fer Finans Faktoring\u2019in sat\u0131\u015fa \u00e7\u0131kard\u0131\u011f\u0131 yakla\u015f\u0131k 189,6 milyon TL b\u00fcy\u00fckl\u00fc\u011f\u00fcndeki tahsili gecikmi\u015f alacak portf\u00f6y\u00fcn\u00fc en y\u00fcksek teklifi vererek sat\u0131n ald\u0131.<\/p>\n<p>\u00c7a\u011fda\u015f Cam, Ayd\u0131n Nazilli Organize Sanayi B\u00f6lgesi\u2019nde 13,5 milyon TL bedelle arsa sat\u0131n alma karar\u0131 ald\u0131. Astor Enerji ise ABD\u2019de yerle\u015fik bir firmayla 71,98 milyon dolar tutar\u0131nda g\u00fc\u00e7 transformat\u00f6r\u00fc tedarik s\u00f6zle\u015fmesi imzalad\u0131. S\u00f6zle\u015fmenin \u015firketin 2025 y\u0131l\u0131 cirosunun yakla\u015f\u0131k y\u00fczde 9,4\u2019\u00fcne kar\u015f\u0131l\u0131k geldi\u011fi belirtildi.<\/p>\n<p>SASA Polyester\u2019in \u015farta ba\u011fl\u0131 tahsisli sermaye art\u0131r\u0131m\u0131 kapsam\u0131nda ihra\u00e7 edilen 785,3 milyon TL nominal de\u011ferli paylar\u0131n borsada i\u015flem g\u00f6ren stat\u00fcde ihra\u00e7 edildi\u011fi a\u00e7\u0131klan\u0131rken, Dinamik Is\u0131\u2019n\u0131n sermayesini y\u00fczde 334 oran\u0131nda bedelsiz art\u0131rarak 119,7 milyon TL\u2019den 520 milyon TL\u2019ye y\u00fckseltme karar\u0131 ald\u0131\u011f\u0131 duyuruldu.<\/p>\n<p>Bagfa\u015f hakk\u0131nda sermaye art\u0131r\u0131m\u0131 karar\u0131n\u0131n iptali istemiyle a\u00e7\u0131lan davalar\u0131n birle\u015ftirildi\u011fi bildirilirken, Bo\u011fazi\u00e7i Beton pay geri al\u0131m program\u0131 kapsam\u0131nda yeni hisse al\u0131mlar\u0131 ger\u00e7ekle\u015ftirdi\u011fini ve toplam geri al\u0131nan pay miktar\u0131n\u0131n \u015firket sermayesinin y\u00fczde 2,55\u2019ine ula\u015ft\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n<p>Neta\u015f, Cezayir\u2019de faaliyet g\u00f6steren bir m\u00fc\u015fterisiyle 20,35 milyon dolar tutar\u0131nda yeni nesil ileti\u015fim \u00fcr\u00fcnleri tedarik s\u00f6zle\u015fmesi imzalad\u0131. BVS B\u00fclb\u00fclo\u011flu Vin\u00e7, yurti\u00e7indeki bir firma ile 1,925 milyon avro tutar\u0131nda vin\u00e7 \u00fcretim s\u00f6zle\u015fmesi yaparken, Alt\u0131nk\u0131l\u0131\u00e7 G\u0131da uluslararas\u0131 bir s\u00fct \u00fcr\u00fcnleri \u015firketiyle stratejik i\u015f birli\u011fi g\u00f6r\u00fc\u015fmelerine ba\u015flad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n<p>Efor G\u00fcbre\u2019nin dolayl\u0131 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Efor Global Madencilik\u2019in ikinci \u00e7eyrekte 74 bin ton kat\u0131 yak\u0131t sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirerek 507,6 milyon TL ciro elde etti\u011fi a\u00e7\u0131kland\u0131. Halk GYO ile DBH Rayl\u0131 Sistemler aras\u0131nda ortak proje geli\u015ftirmek amac\u0131yla adi ortakl\u0131k kurulurken, T\u00fcrk Trakt\u00f6r\u2019\u00fcn Sakarya Fabrikas\u0131\u2019ndaki dijital d\u00f6n\u00fc\u015f\u00fcm yat\u0131r\u0131mlar\u0131 i\u00e7in 606,6 milyon TL tutar\u0131ndaki yat\u0131r\u0131m te\u015fvik ba\u015fvurusunun onayland\u0131\u011f\u0131 bildirildi.<\/p>\n<p>Global Menkul De\u011ferler, y\u00fczde 100 i\u015ftiraki Global MD Portf\u00f6y Y\u00f6netimi\u2019nin sermayesinin 63 milyon TL\u2019den 143 milyon TL\u2019ye \u00e7\u0131kar\u0131lmas\u0131 s\u00fcrecine kat\u0131lma karar\u0131 ald\u0131. Tekfen Holding\u2019in ana hissedar\u0131 Can K\u00fclt\u00fcr Sanat E\u011fitim Kurumlar\u0131\u2019n\u0131n sahip oldu\u011fu paylar\u0131n tamam\u0131n\u0131n devri konusunda OYAK ile g\u00f6r\u00fc\u015fmelere ba\u015flad\u0131\u011f\u0131 a\u00e7\u0131klan\u0131rken, \u00d6zerden Plastik y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 olan Bizofol Yal\u0131t\u0131m A\u015e\u2019nin kurulu\u015f i\u015flemlerini tamamlad\u0131. DAP Gayrimenkul ise \u015firket hesaplar\u0131na 113 milyon TL tutar\u0131nda sermaye avans\u0131 aktar\u0131ld\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n<p>Borsa \u0130stanbul taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamalarda, ISKPL paylar\u0131na a\u00e7\u0131\u011fa sat\u0131\u015f ve kredili i\u015flem yasa\u011f\u0131 getirilirken, BIGEN paylar\u0131n\u0131n tek fiyat i\u015flem y\u00f6ntemiyle i\u015flem g\u00f6rece\u011fi ve mevcut tedbirlerin devam edece\u011fi bildirildi. Ayr\u0131ca IDGYO paylar\u0131nda emir paketi tedbirlerinin uygulanmas\u0131na karar verildi.<\/p>\n<p>Alnus Yat\u0131r\u0131m teknik de\u011ferlendirmesinde BIST 100 endeksi i\u00e7in 13.680, 13.620, 13.515 ve 13.400 seviyelerini destek; 13.876, 13.972 ve 14.060 seviyelerini diren\u00e7 olarak \u00f6ne \u00e7\u0131kard\u0131. V\u0130OP BIST 30 yak\u0131n vadeli kontratta 15.752, 15.623 ve 15.502 seviyeleri destek, 15.930 ve 16.050 seviyeleri ise diren\u00e7 olarak takip ediliyor. Dolar\/TL kurunda ise 46,12 seviyesinin \u00fczerinde tarihi zirvelerin g\u00f6r\u00fclmesi nedeniyle yukar\u0131 y\u00f6nl\u00fc hareketlerde belirgin bir teknik diren\u00e7 bulunmad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 10 Haziran (Hibya) -Alnus Yat\u0131r\u0131m\u2019\u0131n analizinde, \u00c7in\u2019den gelen enflasyon verileri, ABD\u2019nin \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131s\u0131 sonras\u0131 artan jeopolitik riskler ve g\u00fcn i\u00e7inde a\u00e7\u0131klanacak ABD enflasyon rakamlar\u0131n\u0131n k\u00fcresel piyasalar \u00fczerindeki etkileri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":97068,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-97067","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\/97067","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=97067"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/97067\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/97068"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=97067"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=97067"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=97067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}