A1 Capital analizine g\u00f6re, k\u00fcresel piyasalarda jeopolitik risklerin azalmas\u0131 ve merkez bankas\u0131 beklentilerinin \u015fekillenmesiyle birlikte g\u00fc\u00e7l\u00fc bir \u201crisk i\u015ftah\u0131\u201d fiyatlamas\u0131 \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
B\u00fcltende, \u0130ran ile ABD aras\u0131nda sa\u011flanan anla\u015fman\u0131n hen\u00fcz nihai bir bar\u0131\u015f metni niteli\u011fi ta\u015f\u0131mad\u0131\u011f\u0131, piyasalar\u0131n bunu daha \u00e7ok bir \u00f6n mutabakat olarak fiyatlad\u0131\u011f\u0131 belirtildi. S\u00fcrecin en kritik ba\u015fl\u0131klar\u0131 aras\u0131nda ate\u015fkesin kal\u0131c\u0131l\u0131\u011f\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131, 60 g\u00fcnl\u00fck n\u00fckleer m\u00fczakere s\u00fcreci ve yapt\u0131r\u0131mlar\u0131n kademeli ele al\u0131nmas\u0131 yer al\u0131yor.<\/p>\n
Bu geli\u015fmelerle birlikte petrol fiyatlar\u0131nda geri \u00e7ekilme ya\u015fand\u0131. Brent petrol\u00fcn 82\u201383 dolar band\u0131na gerilemesi, enflasyon beklentilerinde de a\u015fa\u011f\u0131 y\u00f6nl\u00fc etki yaratt\u0131.<\/p>\n
Enerji fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn, k\u00fcresel enflasyon bask\u0131lar\u0131n\u0131 hafifletmesiyle birlikte Fed dahil b\u00fcy\u00fck merkez bankalar\u0131n\u0131n daha az s\u0131k\u0131la\u015fmac\u0131 bir patikaya y\u00f6nelebilece\u011fi beklentisi g\u00fc\u00e7lendi.<\/p>\n
ABD\u2019de S&P 500, Nasdaq ve Dow Jones endeksleri y\u00fckselirken, Avrupa vadeli endekslerinde de pozitif g\u00f6r\u00fcn\u00fcm izlendi. \u00d6zellikle havac\u0131l\u0131k, ula\u015f\u0131m ve t\u00fcketim hisseleri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Japonya Merkez Bankas\u0131 (BoJ), politika faizini y\u00fczde 0,75\u2019ten y\u00fczde 1,00\u2019e y\u00fckselterek 1995\u2019ten bu yana en y\u00fcksek seviyeye \u00e7\u0131kard\u0131. B\u00f6ylece Japonya, uzun s\u00fcren negatif faiz ve ultra gev\u015fek para politikas\u0131 d\u00f6neminden \u00e7\u0131k\u0131\u015f s\u00fcrecini g\u00fc\u00e7lendirdi.<\/p>\n
B\u00fcltende, Japon yat\u0131r\u0131mc\u0131lar\u0131n k\u00fcresel tahvil ve hisse piyasalar\u0131ndaki b\u00fcy\u00fck pozisyonlar\u0131 nedeniyle bu ad\u0131m\u0131n sadece yerel de\u011fil, k\u00fcresel likidite a\u00e7\u0131s\u0131ndan da kritik oldu\u011fu vurguland\u0131.<\/p>\n
ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faizleri sabit b\u0131rakmas\u0131 beklenirken, as\u0131l oda\u011f\u0131n ekonomik projeksiyonlar, noktasal grafik (dot plot) ve yeni Ba\u015fkan\u2019\u0131n mesajlar\u0131 oldu\u011fu ifade edildi.<\/p>\n
Son enflasyon verilerindeki y\u00fckseli\u015fin, Fed\u2019in 2026 faiz indirimi beklentilerini daha \u015fahin hale getirebilece\u011fi de\u011ferlendiriliyor.<\/p>\n
Jeopolitik risklerin azalmas\u0131na ra\u011fmen alt\u0131n fiyatlar\u0131 y\u00fckseli\u015f kaydetti. Spot alt\u0131n\u0131n 4.300 dolar \u00fczerine \u00e7\u0131kmas\u0131yla birlikte piyasalar\u0131n art\u0131k daha \u00e7ok faiz ve dolar dinamiklerini fiyatlad\u0131\u011f\u0131 belirtildi.<\/p>\n
G\u00fcm\u00fc\u015f, bak\u0131r ve al\u00fcminyumda ise k\u00fcresel b\u00fcy\u00fcme beklentilerinin toparlanmas\u0131yla birlikte daha dengeli bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn T\u00fcrkiye a\u00e7\u0131s\u0131ndan enflasyon ve cari a\u00e7\u0131k g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekledi\u011fi ifade edildi. Bu geli\u015fmeler Borsa \u0130stanbul\u2019da risk i\u015ftah\u0131n\u0131 art\u0131r\u0131rken, bankac\u0131l\u0131k, havac\u0131l\u0131k ve i\u00e7 talep hisseleri \u00f6ne \u00e7\u0131kan sekt\u00f6rler oldu.BIST 100 endeksi 14.446 puandan kapan\u0131\u015f ger\u00e7ekle\u015ftirdi.<\/p>\n
<\/strong> \u0130stanbul, 16 Haziran (Hibya) \u2013A1 Capital analizine g\u00f6re, k\u00fcresel piyasalarda jeopolitik risklerin azalmas\u0131 ve merkez bankas\u0131 beklentilerinin \u015fekillenmesiyle birlikte g\u00fc\u00e7l\u00fc bir \u201crisk i\u015ftah\u0131\u201d fiyatlamas\u0131 \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":99575,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,9],"tags":[],"class_list":["post-99574","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/99574","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=99574"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/99574\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/99575"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=99574"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=99574"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=99574"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"