H\u00fcrm\u00fcz Bo\u011faz\u0131’nda ABD’nin tarafs\u0131z \u00fclke gemilerine g\u00fcvenli ge\u00e7i\u015f sa\u011flama y\u00f6n\u00fcndeki giri\u015fimleri ve \u0130ran’\u0131n bo\u011faz \u00fczerindeki kontrol\u00fcn\u00fc peki\u015ftirmeye y\u00f6nelik hamleleri, yakla\u015f\u0131k bir ay sonra b\u00f6lgede jeopolitik risk priminin yeniden y\u00fckselmesine neden oldu.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en gemilere e\u015flik eden ABD gemilerine sald\u0131rmas\u0131 halinde \u0130ran’\u0131n “yery\u00fcz\u00fcnden silinece\u011fini” s\u00f6ylemesinin ard\u0131ndan \u0130ran’\u0131n K\u00f6rfez \u00fclkelerini hedef almas\u0131 tansiyonun t\u0131rmanabilece\u011fi korkular\u0131n\u0131 k\u00f6r\u00fckledi. Ayr\u0131ca Trump, \u0130ran ile ya\u015fad\u0131klar\u0131 gerilimi “mini sava\u015f” \u015feklinde tan\u0131mlad\u0131.<\/p>\n
Artan gerilimle birlikte petrol fiyatlar\u0131 y\u00fckseldi. Bu durum k\u00fcresel enflasyon beklentilerini yukar\u0131 \u00e7ekerek piyasalarda oynakl\u0131\u011f\u0131 art\u0131rd\u0131. S\u00f6z konusu geli\u015fmelerle Brent petrol\u00fcn varil fiyat\u0131 d\u00fcn 113,6 dolara \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan yeni i\u015flem g\u00fcn\u00fcnde 111,3 dolarda dengelendi.<\/p>\n
Analistler, petrol fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n enflasyon ve b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde belirgin etkiler yaratabilece\u011fini belirterek, bu durumun merkez bankalar\u0131n\u0131n politika ad\u0131mlar\u0131na ili\u015fkin beklenti olu\u015fumunu zorla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda ABD Merkez Bankas\u0131n\u0131n (Fed) y\u0131l sonuna kadar politika faizini y\u00fcksek ihtimalle sabit tutaca\u011f\u0131 beklenirken, aral\u0131k toplant\u0131s\u0131nda olas\u0131 bir “\u015fahin” ad\u0131m y\u00fczde 32 ihtimalle fiyatlan\u0131yor.<\/p>\n
Devam eden enflasyon endi\u015feleri tahvil piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131 g\u00fc\u00e7lendirirken, ABD’nin 10, 20 ve 30 y\u0131ll\u0131k tahvil getirileri Temmuz 2025’ten bu yana en y\u00fcksek seviyelerine y\u00fckseldi. ABD 10 y\u0131ll\u0131k tahvil faizi 4,4382’ye, 20 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,0133’e ve 30 y\u0131ll\u0131k tahvil faizi de y\u00fczde 5,0147’ye \u00e7\u0131kt\u0131.<\/p>\n
Dolar endeksi de faiz beklentilerine paralel g\u00fc\u00e7lenme e\u011filimine girerek d\u00fcn y\u00fczde 0,3 art\u0131\u015fla 98,4 seviyesine y\u00fckseldi. Dolar endeksi yeni g\u00fcnde de y\u00fczde 0,1 art\u0131\u015fla 98,5’te bulunuyor.<\/p>\n
G\u00fc\u00e7lenen dolar ve y\u00fckselen tahvil faiziyle alternatif maliyeti y\u00fckselen alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn y\u00fczde 2 d\u00fc\u015f\u00fc\u015fle 4 bin 522 dolara gerilerken, yeni i\u015flem g\u00fcn\u00fcnde kay\u0131plar\u0131n\u0131 azaltarak 4 bin 532 dolarda al\u0131c\u0131 buluyor.<\/p>\n
Bu s\u00fcre\u00e7te ABD Merkez Bankas\u0131 (Fed) yetkililerinin a\u00e7\u0131klamalar\u0131 yak\u0131ndan takip ediliyor. New York Fed Ba\u015fkan\u0131 John Williams, y\u00fcksek enflasyon seviyeleri, i\u015f g\u00fcc\u00fc piyasas\u0131ndan gelen \u00e7eli\u015fkili sinyaller ve Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n yol a\u00e7t\u0131\u011f\u0131 artan belirsizli\u011fin al\u0131\u015f\u0131lmad\u0131k bir durumu ortaya koydu\u011funu s\u00f6yledi.<\/p>\n
Williams, “Para politikas\u0131n\u0131n mevcut duru\u015fu, tam istihdam ve fiyat istikrar\u0131 hedeflerimize y\u00f6nelik riskleri dengelemek i\u00e7in uygun bir konumda.” de\u011ferlendirmesinde bulundu.<\/p>\n
Makroekonomik veri taraf\u0131nda, ABD’de fabrika sipari\u015flerinin tutar\u0131 martta y\u00fczde 1,5 ile beklentilerin \u00fczerinde artt\u0131. Kurumsal tarafta ABD merkezli video oyun perakendecisi GameStop’un e-ticaret \u015firketi eBay’i sat\u0131n almak i\u00e7in 55,5 milyar dolarl\u0131k teklif sundu\u011funu a\u00e7\u0131klamas\u0131 sonras\u0131nda eBay’in hisseleri y\u00fczde 5 de\u011fer kazand\u0131.<\/p>\n
Bu hafta ABD’nin istihdam verileri ile Pfizer, Advanced Micro Devices, Warner Bros. CoreWeave ve Coinbase gibi \u015firketlerin yay\u0131mlayaca\u011f\u0131 bilan\u00e7olar takip edilecek. Paramount Skydance’\u0131n gelirleri y\u0131l\u0131n ilk \u00e7eyre\u011finde ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 2 artarak 7,35 milyar dolara \u00e7\u0131kt\u0131.<\/p>\n
Palantir’in gelirleri de ilk \u00e7eyrekte y\u00fczde 85 art\u0131\u015fla 1,63 milyar dolara y\u00fckseldi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle S&P 500 endeksi y\u00fczde 0,41, Nasdaq endeksi y\u00fczde 0,19 ve Dow Jones endeksi de y\u00fczde 1,13 d\u00fc\u015ft\u00fc. ABD’de endeks vadeli kontratlar g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda d\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izlendi.<\/p>\n
Avrupa Birli\u011fi (AB) D\u0131\u015f \u0130li\u015fkiler S\u00f6zc\u00fcs\u00fc Anouar Al Anouni, “\u0130ran’\u0131n Birli\u011fin K\u00f6rfez’deki stratejik ortaklar\u0131na y\u00f6nelik sebepsiz f\u00fcze ve insans\u0131z hava arac\u0131 (\u0130HA) sald\u0131r\u0131lar\u0131n\u0131” \u015fiddetle k\u0131nad\u0131klar\u0131n\u0131 belirterek, sald\u0131r\u0131lardan etkilenen Birle\u015fik Arap Emirlikleri (BAE) ve Umman’la dayan\u0131\u015fma mesaj\u0131 verdi.<\/p>\n
Orta Do\u011fu’daki geli\u015fmeler b\u00f6lge genelinde piyasalar\u0131n oda\u011f\u0131nda bulunurken, Trump’\u0131n AB men\u015feli otomobil ve kamyonlara uygulanan tarifeleri y\u00fczde 25’e \u00e7\u0131karaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 da piyasalarda sat\u0131\u015f bask\u0131s\u0131nda etkili oldu.<\/p>\n
AB Komisyonu S\u00f6zc\u00fcs\u00fc Thomas Regnier ise Trump’\u0131n a\u00e7\u0131klamalar\u0131na tepki g\u00f6stererek b\u00fct\u00fcn se\u00e7eneklerin masada oldu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n
Makroekonomik veri taraf\u0131nda Avro B\u00f6lgesi’nde imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), nisan ay\u0131nda 52,2 puanla son 47 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Bu geli\u015fmelerle, Almanya’da DAX 40 endeksi y\u00fczde 1,24, Fransa’da CAC 40 endeksi y\u00fczde 1,71 ve \u0130talya’da FTSE MIB 30 endeksi ise y\u00fczde 1,59 d\u00fc\u015ferken, \u0130ngiltere’de ise resmi tatil nedeniyle FTSE 100’de i\u015flem yap\u0131lmad\u0131. Avrupa’da endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131nda Japonya, \u00c7in ve G\u00fcney Kore’de piyasalar tatil nedeniyle kapal\u0131 kalmaya devam ediyor. A\u00e7\u0131k olan Hong Kong borsas\u0131nda Hang Seng endeksi y\u00fczde 1,3 d\u00fc\u015f\u00fc\u015fle seyrediyor.<\/p>\n
Orta Do\u011fu’daki gerilimlerin petrol tedarikini tehdit etmesi b\u00f6lgede enerji arz\u0131na y\u00f6nelik endi\u015feleri art\u0131rd\u0131. Artan enerji maliyetlerinin enflasyonla m\u00fccadelesini s\u00fcrd\u00fcren Japonya ekonomisini daha fazla zorlayaca\u011f\u0131 tahmin ediliyor.<\/p>\n
\u00c7in’in ekonomik ili\u015fkilerden sorumlu Ba\u015fbakan Yard\u0131mc\u0131s\u0131 H\u0131 Lif\u0131ng’\u0131n, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n 14-15 May\u0131s tarihlerinde \u00c7in’e yapmay\u0131 planlad\u0131\u011f\u0131 ziyaret \u00f6ncesinde ABD Hazine Bakan\u0131 Scott Bessent ve ABD Ticaret Temsilcisi Jamieson Greer ile g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fc bildirildi.<\/p>\n
Xinhua’n\u0131n haberine g\u00f6re, video konferans yoluyla yap\u0131lan g\u00f6r\u00fc\u015fmede, Ba\u015fbakan Yard\u0131mc\u0131s\u0131 H\u0131, ABD’nin yak\u0131n zaman i\u00e7inde ekonomi ve ticaret alan\u0131nda \u00c7in’e y\u00f6nelik k\u0131s\u0131tlay\u0131c\u0131 tedbirlerine y\u00f6nelik endi\u015felerini dile getirdi.<\/p>\n
Taraflar, Trump ile \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping’in 30 Ekim’de G\u00fcney Kore’nin Busan \u015fehrindeki zirve bulu\u015fmas\u0131nda ve \u00f6nceki konu\u015fmalar\u0131nda vard\u0131klar\u0131 mutabakat\u0131n uygulanmas\u0131, taraflar\u0131n ekonomi ve ticaret alanlar\u0131nda kayg\u0131lar\u0131n\u0131n daha fazla giderilmesi ve pragmatik i\u015fbirli\u011finin geli\u015ftirilmesine y\u00f6nelik g\u00f6r\u00fc\u015f al\u0131\u015fveri\u015finde bulundu.<\/p>\n
D\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,51 de\u011fer kaybederek 14.369,61 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,28 d\u00fc\u015ft\u00fc.<\/p>\n
Dolar\/TL, d\u00fcn\u00fc 45,1860’tan tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 45,2180’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde reel efektif d\u00f6viz kurunun, yurt d\u0131\u015f\u0131nda ise ABD’de d\u0131\u015f ticaret dengesi ve hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.300 ve 14.200 puan\u0131n destek, 14.500 ve 14.600 seviyelerinin diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
14.30 T\u00fcrkiye, nisan ay\u0131 T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru<\/p>\n
15.30 ABD, mart ay\u0131 d\u0131\u015f ticaret dengesi<\/p>\n
16.45 ABD, nisan ay\u0131 hizmet sekt\u00f6r\u00fc PMI<\/p>\n
17.00 ABD, nisan ay\u0131 ISM hizmet sekt\u00f6r\u00fc PMI<\/p>\n
17.00 ABD, mart ay\u0131 yeni konut sat\u0131\u015flar\u0131<\/p>\n
17.00 ABD, mart ay\u0131 in\u015faat izinleri<\/p>\n
17.00 ABD, mart ay\u0131 JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131<\/p>\n
Japonya ve \u00c7in’de piyasalar tatil nedeniyle kapal\u0131 olacak<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, ABD ile \u0130ran aras\u0131nda sa\u011flanan ve \u0130srail’i de kapsayan ge\u00e7ici ate\u015fkesle olu\u015fan g\u00f6reli sakinle\u015fmenin ard\u0131ndan Orta Do\u011fu’da gerilimlerin yeniden t\u0131rmanabilece\u011fi endi\u015feleri piyasalarda risk alg\u0131s\u0131n\u0131 y\u00fckseltti.<\/p>\n","protected":false},"author":6,"featured_media":23096,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5065],"class_list":["post-23095","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-kuresel-piyasalar"],"yoast_head":"\n