Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan “Yurt D\u0131\u015f\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclten”inde yer alan analizlere g\u00f6re, k\u00fcresel piyasalar iki \u00fclke aras\u0131nda uzun s\u00fcredir devam eden gerilimi sonland\u0131racak tarihi bir uzla\u015f\u0131 haberiyle yeni haftaya ba\u015flad\u0131.\u00a0<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran ile anla\u015fman\u0131n tamamland\u0131\u011f\u0131n\u0131 resmen a\u00e7\u0131klayarak, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n \u00fccretsiz olarak yeniden ticari gemi trafi\u011fine a\u00e7\u0131lmas\u0131 ve ABD deniz ablukas\u0131n\u0131n kald\u0131r\u0131lmas\u0131 talimat\u0131n\u0131 verdi\u011fini duyurdu. S\u00fcreci teyit eden \u0130ran D\u0131\u015fi\u015fleri Bakan Yard\u0131mc\u0131s\u0131 Ali Garibabadi de devlet televizyonunda bir anla\u015fmaya var\u0131ld\u0131\u011f\u0131n\u0131 do\u011frularken, diplomatik trafi\u011fin arabulucular\u0131ndan Pakistan Ba\u015fbakan\u0131 \u015eahbaz \u015eerif, resmi imza t\u00f6reninin 19 Haziran Cuma g\u00fcn\u00fc \u0130svi\u00e7re’de ger\u00e7ekle\u015ftirilece\u011fini a\u00e7\u0131klad\u0131. Bu geli\u015fmeye paralel olarak, aralar\u0131nda ABD, \u0130ngiltere, Fransa ve Almanya’n\u0131n da bulundu\u011fu 22 \u00fclke ortak bir \u00e7a\u011fr\u0131da bulunarak, \u0130ran’\u0131n Bat\u0131l\u0131 \u00fclkelerdeki baz\u0131 tehdit ve siber faaliyetlerini derhal ve tamamen sonland\u0131rmas\u0131n\u0131 talep etti. B\u00f6lgesel tarafta ise \u0130srail’in Beyrut’a y\u00f6nelik ger\u00e7ekle\u015ftirdi\u011fi sald\u0131r\u0131lara ve t\u0131rmanan gerilime ra\u011fmen, bu resmi anla\u015fma beklentisi k\u00fcresel risk i\u015ftah\u0131n\u0131 destekleyerek Asya borsalar\u0131nda \u00e7ok sert yukar\u0131 y\u00f6nl\u00fc hareketleri beraberinde getirdi.<\/p>\n
Teknoloji ve yapay zeka sekt\u00f6r\u00fcnde ise yasal denetimler ve ulusal g\u00fcvenlik k\u0131s\u0131tlamalar\u0131 sertle\u015fiyor. ABD’de bir grup eyalet ba\u015fsavc\u0131s\u0131n\u0131n, OpenAI hakk\u0131nda veri kullan\u0131m\u0131 ve kullan\u0131c\u0131 g\u00fcvenli\u011fine ili\u015fkin endi\u015feler gerek\u00e7esiyle geni\u015f kapsaml\u0131 bir soru\u015fturma ba\u015flatt\u0131\u011f\u0131 bildirildi. WSJ’ye konu\u015fan OpenAI s\u00f6zc\u00fcs\u00fc, ba\u015fsavc\u0131lar\u0131n endi\u015felerini ciddiye ald\u0131klar\u0131n\u0131 ve soru\u015fturma kapsam\u0131nda yetkililerle tam bir i\u015fbirli\u011fi i\u00e7inde olacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131. Bir di\u011fer \u00f6nemli geli\u015fme ise Anthropic cephesinde ya\u015fand\u0131. \u015eirket, ABD federal h\u00fck\u00fcmetinin ulusal g\u00fcvenlik ve ihracat kontrol\u00fc talimat\u0131 kapsam\u0131nda, \u015firket \u00e7al\u0131\u015fanlar\u0131 dahil olmak \u00fczere yurt i\u00e7i ve yurt d\u0131\u015f\u0131ndaki t\u00fcm yabanc\u0131 uyruklu ki\u015filerin yeni modellere eri\u015fiminin engellenmesini talep etti\u011fini duyurdu. Bu do\u011frultuda Anthropic, en geli\u015fmi\u015f yapay zeka modelleri olan Fable 5 ve Mythos 5’e eri\u015fimi t\u00fcm k\u00fcresel m\u00fc\u015fterileri i\u00e7in derhal ve tamamen ask\u0131ya ald\u0131\u011f\u0131n\u0131 ilan etti.<\/p>\n
Bu hafta k\u00fcresel makroekonomik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan merkez bankalar\u0131n\u0131n yo\u011fun faiz maratonu ve uluslararas\u0131 diplomasi trafi\u011fi takip edilecek. Avustralya Merkez Bankas\u0131’n\u0131n haziran ay\u0131 politika toplant\u0131s\u0131nda faiz oranlar\u0131n\u0131 de\u011fi\u015ftirmeyerek pas ge\u00e7mesi beklenirken, Japonya Merkez Bankas\u0131’n\u0131n artan enflasyon riskleri nedeniyle \u015fahin duru\u015funu koruyarak g\u00f6sterge faiz oran\u0131n\u0131 25 baz puan art\u0131\u015fla y\u00fczde 1,00’e y\u00fckseltmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. BoJ Ba\u015fkan\u0131 Kazuo Ueda’n\u0131n rahats\u0131zl\u0131\u011f\u0131 nedeniyle kat\u0131lamayaca\u011f\u0131 toplant\u0131da, \u00e7ar\u015famba g\u00fcn\u00fc g\u00f6revi devralacak olan yeni ba\u015fkan Kevin Warsh’un para politikas\u0131n\u0131n gelece\u011fine dair verece\u011fi ilk mesajlar y\u00f6n tayininde belirleyici olacak. \u0130ngiltere Merkez Bankas\u0131’n\u0131n ise per\u015fembe g\u00fcn\u00fc faiz karar\u0131n\u0131 pas ge\u00e7mesi bekleniyor. Uluslararas\u0131 diplomaside ise g\u00f6zler, d\u00fcnyan\u0131n en b\u00fcy\u00fck yedi geli\u015fmi\u015f ekonomisinin liderlerini a\u011f\u0131rlayacak olan ve \u00e7ar\u015famba g\u00fcn\u00fcne kadar s\u00fcrecek Fransa’daki 52. G-7 Liderler Zirvesi’ne \u00e7evrildi.<\/p>\n
Yurt i\u00e7i piyasalarda ise hem i\u00e7 siyasi haber ak\u0131\u015f\u0131 hem de k\u00fcresel geli\u015fmeler kaynakl\u0131 dalgalanma s\u00fcrerken, B\u0130ST 100 endeksi 14.000 psikolojik baraj\u0131n\u0131 a\u015fmas\u0131na ra\u011fmen bu seviye \u00fczerinde tutunmakta zorlan\u0131yor. Yeni g\u00fcnde teknik olarak 13.555 seviyesi destek, 14.000 seviyesi ise diren\u00e7 olarak takip edilecek olup, bu diren\u00e7 \u00fczerinde kal\u0131c\u0131 olunmad\u0131\u011f\u0131 s\u00fcrece negatif g\u00f6r\u00fcn\u00fcm devam edebilir.\u00a0<\/p>\n
Ayr\u0131ca son 10,5 i\u015f g\u00fcn\u00fcnde 24 milyar TL\u2019ye ula\u015fan yo\u011fun para \u00e7\u0131k\u0131\u015f\u0131 piyasa \u00fczerinde bask\u0131 olu\u015fturmay\u0131 s\u00fcrd\u00fcr\u00fcyor. \u015eirket haberleri kanad\u0131nda Sanayi ve Teknoloji Bakanl\u0131\u011f\u0131’n\u0131n, BYD’nin Manisa’da kurmay\u0131 planlad\u0131\u011f\u0131 \u00fcretim tesisine ili\u015fkin yat\u0131r\u0131m anla\u015fmas\u0131n\u0131n ve teminatlar\u0131n\u0131n ge\u00e7erlili\u011fini korudu\u011funu bildirmesi \u00f6ne \u00e7\u0131kan geli\u015fme oldu. Bug\u00fcn yurt i\u00e7inde g\u00f6zlerin \u00e7evrildi\u011fi TCMB Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda ise faizin pas ge\u00e7ilmesi veya 300 baz puan art\u0131r\u0131lmas\u0131 piyasa taraf\u0131ndan n\u00f6tr kar\u015f\u0131lanacak olup, metindeki \u015fahin veya g\u00fcvercin tonlamalar TL varl\u0131klar\u0131ndaki oynakl\u0131\u011f\u0131 \u015fekillendirecektir.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 15 Haziran (Hibya) \u2013 Pusula Yat\u0131r\u0131m, ABD ile \u0130ran aras\u0131nda var\u0131lan tarihi bar\u0131\u015f anla\u015fmas\u0131n\u0131n ve bu hafta pe\u015f pe\u015fe ger\u00e7ekle\u015ftirilecek k\u00fcresel merkez bankalar\u0131 toplant\u0131lar\u0131n\u0131n yurt d\u0131\u015f\u0131 piyasalarda belirleyici ana g\u00fcndem maddeleri oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":98979,"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-98978","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\/98978","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=98978"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/98978\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/98979"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=98978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=98978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=98978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"