Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan yurt d\u0131\u015f\u0131 piyasalar g\u00fcnl\u00fck b\u00fclteninde \u015fu ba\u015fl\u0131klar \u00f6ne \u00e7\u0131kt\u0131:<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda devriye gezen bir Amerikan helikopterini d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc sosyal medyada a\u00e7\u0131klayarak misilleme s\u00f6z\u00fc vermesi, Ortado\u011fu\u2019da bar\u0131\u015f umutlar\u0131n\u0131 g\u00f6lgeledi. Bu gerilim dalgas\u0131yla birlikte korku endeksi VIX, 7 Nisan\u2019dan bu yana en y\u00fcksek seviyesine ula\u015ft\u0131. T\u00fcm bu bask\u0131lara ra\u011fmen, yar\u0131 iletken endeksinin y\u0131l ba\u015f\u0131ndan bu yana halen y\u00fczde 78,7 art\u0131da seyretti\u011fi g\u00f6r\u00fcld\u00fc.<\/p>\n
Cuma g\u00fcn\u00fc a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc istihdam verisinin Fed\u2019in bu y\u0131l faiz art\u0131raca\u011f\u0131 y\u00f6n\u00fcndeki beklentileri g\u00fc\u00e7lendirdi\u011fi bu s\u00fcre\u00e7te yat\u0131r\u0131mc\u0131lar, bug\u00fcn a\u00e7\u0131klanacak ve enerji maliyetlerinin etkisini g\u00f6sterecek olan may\u0131s ay\u0131 t\u00fcketici fiyat verileri \u00f6ncesinde temkinli duru\u015funu koruyor. \u00d6te yandan cuma g\u00fcn\u00fc ger\u00e7ekle\u015fecek olan; 1,75 trilyon dolar de\u011ferleme hedefi ve 75 milyar dolar fon toplama gayesiyle tarihin en b\u00fcy\u00fck halka arz\u0131 olmaya haz\u0131rlanan SpaceX\u2019in piyasaya \u00e7\u0131k\u0131\u015f\u0131, piyasa hacminin 20 g\u00fcnl\u00fck ortalama olan 20 milyar lotu a\u015farak 24,77 milyar hisseye ula\u015ft\u0131\u011f\u0131 ABD piyasalar\u0131nda y\u00fcksek oynakl\u0131k riskini beraberinde getiriyor.<\/p>\n
Amerika Birle\u015fik Devletleri\u2019nin d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131, nisan ay\u0131nda bir \u00f6nceki aya g\u00f6re y\u00fczde 1,2 oran\u0131nda daralarak 55,9 milyar dolara geriledi ve anketlerdeki 56,1 milyar dolarl\u0131k medyan beklentinin alt\u0131nda kald\u0131. \u0130ran sava\u015f\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n fiilen kapanmas\u0131yla t\u0131rmanan petrol fiyatlar\u0131 kar\u015f\u0131s\u0131nda ABD\u2019li \u00fcreticilerin arz a\u00e7\u0131\u011f\u0131n\u0131 kapatma hamlesiyle ham petrol ihracat\u0131 bir \u00f6nceki aya g\u00f6re y\u00fczde 60 artarak tarihi rekor seviyeye ula\u015ft\u0131. Bu sayede nisan ay\u0131nda toplam ihracat y\u00fczde 2,6 de\u011fer kazand\u0131.<\/p>\n
\u0130hracatta ya\u015fanan bu art\u0131\u015f, veri merkezlerinin kurulumu i\u00e7in yo\u011fun \u015fekilde tedarik edilen bilgisayar, telekom\u00fcnikasyon ekipmanlar\u0131 ve yar\u0131 iletken ithalat\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 83 f\u0131rlamas\u0131yla toplam ithalatta ya\u015fanan y\u00fczde 2,0\u2019lik b\u00fcy\u00fcmeyi dengeledi. Donald Trump y\u00f6netiminin 2025 y\u0131l\u0131 boyunca getirdi\u011fi g\u00fcmr\u00fck tarifelerinin \u015fubat ay\u0131nda Anayasa Mahkemesi taraf\u0131ndan iptal edilmesinin ard\u0131ndan, 60 ticari orta\u011fa y\u00f6nelik en az y\u00fczde 10 oran\u0131nda yeni vergi tekliflerinin sunulmas\u0131 ve sava\u015f kaynakl\u0131 fiyat art\u0131\u015flar\u0131 beklentisi, ABD\u2019li \u015firketlerin gelece\u011fe y\u00f6nelik yo\u011fun bir mal stoklama e\u011filimine girmesine yol a\u00e7t\u0131.<\/p>\n
\u00c7in\u2019de nisan ay\u0131ndaki y\u00fczde 2,8 seviyesinden may\u0131sta beklentiler do\u011frultusunda y\u00fczde 3,9\u2019a ivmelenen \u00dcretici Fiyat Endeksi (\u00dcFE) ve y\u0131ll\u0131k y\u00fczde 1,2\u2019de sabit kalarak son sekiz ayd\u0131r pozitif b\u00f6lgede seyreden T\u00fcketici Fiyat Endeksi (T\u00dcFE) verileri, \u00fclke ekonomisinin deflasyondan d\u00fc\u015f\u00fck enflasyon ortam\u0131na ge\u00e7i\u015fini ve reflasyon trendinin kemikle\u015fti\u011fini teyit etti.<\/p>\n
\u0130ran sava\u015f\u0131 kaynakl\u0131 y\u00fcksek petrol fiyatlar\u0131n\u0131n etkisiyle ula\u015ft\u0131rma yak\u0131tlar\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 21,1 artmas\u0131 ve ham madde maliyetlerinin y\u00fczde 9,2\u2019ye ula\u015farak \u00e7ift hanelere yakla\u015fmas\u0131 \u00fcretici fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131d\u0131. Bu enflasyonist bask\u0131; y\u0131ll\u0131k y\u00fczde -1,7\u2019ye gerileyen g\u0131da fiyatlar\u0131 ve gayrimenkul sekt\u00f6r\u00fcndeki dip aray\u0131\u015f\u0131 nedeniyle y\u0131ll\u0131k y\u00fczde -0,6 d\u00fc\u015fen kira endeksiyle dengelendi. \u00dcretim maliyetlerindeki art\u0131\u015f\u0131n, d\u00fc\u015f\u00fck kar marj\u0131yla \u00e7al\u0131\u015fan \u00fcreticiler taraf\u0131ndan t\u00fcketiciye yans\u0131t\u0131lma e\u011filimi bulunmas\u0131na kar\u015f\u0131l\u0131k; y\u00fcksek gen\u00e7 i\u015fsizli\u011fi ve yapay zeka alan\u0131ndaki geli\u015fmelerin tetikledi\u011fi istihdam kayg\u0131lar\u0131 sebebiyle i\u015f\u00e7ilerin \u00fccret pazarl\u0131\u011f\u0131 g\u00fcc\u00fcn\u00fcn zay\u0131f kalmas\u0131, bir \u00fccret-fiyat sarmal\u0131n\u0131n olu\u015fma ihtimalini bu y\u0131l i\u00e7in s\u0131n\u0131rl\u0131yor.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 10 Haziran (Hibya) \u2013 Pusula Yat\u0131r\u0131m, ABD teknoloji hisselerindeki toparlanman\u0131n zay\u0131flamas\u0131 ve ABD-\u0130ran hatt\u0131nda t\u0131rmanan askeri gerilimin k\u00fcresel borsalarda yeni bir sat\u0131\u015f dalgas\u0131 yaratt\u0131\u011f\u0131n\u0131, yat\u0131r\u0131mc\u0131lar\u0131n ise bug\u00fcn a\u00e7\u0131klanacak ABD enflasyon verisi ile tarihin en b\u00fcy\u00fck halka arz\u0131na haz\u0131rlanan SpaceX \u00f6ncesinde temkinli bekleyi\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":97084,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-97083","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\/97083","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=97083"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/97083\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/97084"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=97083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=97083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=97083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"