ABD ile \u0130ran aras\u0131nda bar\u0131\u015f sa\u011flanabilece\u011fine y\u00f6nelik umutlarla hafta ba\u015f\u0131ndan bu yana piyasalarda etkili olan iyimser hava, haftan\u0131n son i\u015flem g\u00fcn\u00fcnde yerini gerilimin yeniden t\u0131rmanabilece\u011fine ili\u015fkin endi\u015felere b\u0131rakt\u0131.<\/p>\n
Taraflardan nihai bir anla\u015fma sa\u011flanabilece\u011fine i\u015faret eden a\u00e7\u0131klamalar takip edilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde yeniden y\u00fckselen patlama sesleri, masadaki iyimser tabloyla sahadaki geli\u015fmeler aras\u0131ndaki \u00e7eli\u015fkiyi ortaya koydu.<\/p>\n
ABD ordusunun \u0130ran’\u0131n Ke\u015fm Liman\u0131 ve Bender Abbas’a hava sald\u0131r\u0131lar\u0131 d\u00fczenledi\u011fi bildirilirken, ordunun \u0130ran’a ait bir petrol tankerini hedef ald\u0131\u011f\u0131 \u00f6ne s\u00fcr\u00fcld\u00fc. S\u0131cak geli\u015fmelerde \u0130ran deniz kuvvetlerinin de H\u00fcrm\u00fcz Bo\u011faz\u0131’nda 3 ABD sava\u015f gemisine sald\u0131r\u0131 d\u00fczenledi\u011fi belirtildi.<\/p>\n
S\u00f6z konusu geli\u015fmelerin enerji arz\u0131na y\u00f6nelik endi\u015feleri art\u0131rmas\u0131 Brent petrol\u00fcn varil fiyat\u0131ndaki iki g\u00fcnl\u00fck sert d\u00fc\u015f\u00fc\u015f\u00fc sonland\u0131rd\u0131. D\u00fcn y\u00fczde 0,8 art\u0131\u015fla 101,3 dolara y\u00fckselen Brent petrol\u00fcn varili, yeni g\u00fcnde ise y\u00fczde 1,98 de\u011fer kayb\u0131yla 99,4 dolarda bulunuyor.<\/p>\n
Orta Do\u011fu’da tansiyonun yeniden y\u00fckselmesi ve artan enerji maliyetleri, k\u00fcresel \u00e7apta ekonomik aktivitenin yava\u015flayabilece\u011fine y\u00f6nelik korkular\u0131 k\u00f6r\u00fckledi. ABD\u2019de i\u015f g\u00fcc\u00fc piyasas\u0131nda ivmelenmeye i\u015faret eden son verilerin ard\u0131ndan bug\u00fcn a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisi yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131na yerle\u015fti.<\/p>\n
Tar\u0131m d\u0131\u015f\u0131 istihdam verisinin ABD Merkez Bankas\u0131n\u0131n (Fed) politikalar\u0131na ili\u015fkin ipucu vermesi beklenirken, s\u00f6z konusu verinin piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde de belirleyici olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6te yandan ticaret cephesinde, ABD Ba\u015fkan\u0131 Donald Trump, Avrupa Birli\u011fi’ne (AB) ticaret anla\u015fmas\u0131ndaki y\u00fck\u00fcml\u00fcl\u00fcklerini yerine getirmesi i\u00e7in 4 Temmuz’a kadar s\u00fcre tan\u0131d\u0131\u011f\u0131n\u0131, aksi takdirde AB’ye y\u00f6nelik g\u00fcmr\u00fck vergilerinin daha y\u00fcksek seviyelere art\u0131r\u0131laca\u011f\u0131n\u0131 bildirdi.<\/p>\n
Bu geli\u015fmelerin yan\u0131 s\u0131ra ABD Merkez Bankas\u0131 (Fed) yetkililerinin a\u00e7\u0131klamalar\u0131 da yak\u0131ndan takip ediliyor. Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, para politikas\u0131 karar metninde bir sonraki ad\u0131m\u0131n faiz indirimi olma ihtimalinin daha y\u00fcksek oldu\u011funa dair sinyal oldu\u011funa i\u015faret ederek, “Ekonominin mevcut durumuna ili\u015fkin g\u00f6r\u00fc\u015f\u00fcm g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, bunun biraz yan\u0131lt\u0131c\u0131 oldu\u011funu d\u00fc\u015f\u00fcnd\u00fcm.” ifadesini kulland\u0131.<\/p>\n
Bir sonraki ad\u0131m\u0131n faiz art\u0131\u015f\u0131 m\u0131 yoksa indirimi mi olaca\u011f\u0131 konusunda tarafs\u0131z bir tutum sergilemesinin daha uygun olaca\u011f\u0131n\u0131 s\u00f6yleyen Hammack, faiz oranlar\u0131n\u0131n bir s\u00fcre daha sabit kalmas\u0131n\u0131 bekledi\u011fini kaydetti.<\/p>\n
San Francisco Fed Ba\u015fkan\u0131 Mary Daly ise “Bence ifade bi\u00e7imi, Fed’in faiz belirleme komitesinin eylemlerinden daha az \u00f6nemli. Toplant\u0131ya dair as\u0131l sinyal, herkesin al\u0131nan karar \u00fczerinde mutab\u0131k kalm\u0131\u015f olmas\u0131d\u0131r.” de\u011ferlendirmesinde bulundu.<\/p>\n
Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari, Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n faiz oranlar\u0131na ili\u015fkin g\u00f6r\u00fcn\u00fcmde belirsizli\u011fe yol a\u00e7t\u0131\u011f\u0131n\u0131 s\u00f6yledi. Kashkari, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n uzun s\u00fcre kapal\u0131 kalmas\u0131 durumunda faiz oranlar\u0131nda at\u0131lacak bir sonraki ad\u0131m\u0131n yukar\u0131 y\u00f6nl\u00fc olmas\u0131 gerekebilece\u011fini s\u00f6yledi.<\/p>\n
Makroekonomik veri taraf\u0131nda, ABD’de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 2 May\u0131s ile biten haftada 200 bine \u00e7\u0131kmas\u0131na ra\u011fmen beklentilerin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
ABD’de tar\u0131m d\u0131\u015f\u0131 i\u015f g\u00fcc\u00fc verimlili\u011fi, bu y\u0131l\u0131n ilk \u00e7eyre\u011finde \u00f6nceki \u00e7eyre\u011fe k\u0131yasla y\u00fczde 0,8 artt\u0131. \u00dclkede t\u00fcketicilerin k\u0131sa vadeli enflasyon beklentisi de nisanda y\u00fczde 3,6 ile son bir y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n
Bu geli\u015fmelerin \u0131\u015f\u0131\u011f\u0131nda ABD’nin 10 y\u0131ll\u0131k tahvil faizi d\u00fcn yakla\u015f\u0131k 4 baz puan y\u00fckseli\u015fle y\u00fczde 4,39’a \u00e7\u0131karken, yeni i\u015flem g\u00fcn\u00fcnde yatay seyrediyor. Tekrardan artan gerilimlerin zincirleme etkileri sonucu d\u00fcn y\u00fczde 0,2 art\u0131\u015fla 98,2 seviyesine y\u00fckselen dolar endeksi, yeni g\u00fcnde bu seviyesini koruyor. Alt\u0131n\u0131n onsu ise y\u00fczde 0,7 art\u0131\u015fla 4 bin 720 dolarda al\u0131c\u0131 buluyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle S&P 500 endeksi y\u00fczde 0,38, Nasdaq endeksi y\u00fczde 0,13 ve Dow Jones endeksi de y\u00fczde 0,63 d\u00fc\u015ft\u00fc. ABD’de endeks vadeli kontratlar g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n
Orta Do\u011fu’daki gerilimlerle enerji maliyetlerinin y\u00fcksek seyrini korumas\u0131 ve Avrupa Merkez Bankas\u0131n\u0131n (ECB) faiz art\u0131r\u0131m\u0131na gidece\u011fine y\u00f6nelik \u00f6ng\u00f6r\u00fclerin g\u00fc\u00e7 kazanmas\u0131 piyasalarda sat\u0131c\u0131l\u0131 seyirde etkili oldu.<\/p>\n
ECB Y\u00f6netim Kurulu \u00dcyesi Isabel Schnabel d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, ABD\/\u0130srail-\u0130ran Sava\u015f\u0131 sonras\u0131nda enflasyonun y\u00fckselme riskinin ve k\u00fcresel bor\u00e7lar\u0131n artt\u0131\u011f\u0131 zorlu bir d\u00f6nemde merkez bankas\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131n a\u015f\u0131nd\u0131\u011f\u0131 konusunda uyard\u0131. Schnabel, \u015firketlerin ve hanehalklar\u0131n\u0131n k\u00fcresel enerji fiyatlar\u0131ndaki art\u0131\u015fa endi\u015fe verici bir \u015fekilde tepki verdi\u011fini belirterek, bankan\u0131n \u00f6n\u00fcm\u00fczdeki ay gibi erken bir tarihte faiz oranlar\u0131n\u0131 art\u0131rabilece\u011fi beklentilerini g\u00fc\u00e7lendirdi.<\/p>\n
\u00d6te yandan Avrupa Birli\u011fi (AB) Komisyonu Ba\u015fkan\u0131 Ursula von der Leyen, Trump ile yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede Orta Do\u011fu’daki gerilimi ve AB-ABD ticaret anla\u015fmas\u0131n\u0131n uygulanmas\u0131n\u0131 de\u011ferlendirdiklerini belirterek, g\u00fcmr\u00fck tarifelerinin azalt\u0131lmas\u0131 y\u00f6n\u00fcnde \u00f6nemli ilerleme kaydedildi\u011fini bildirdi.<\/p>\n
Bu arada \u0130ngiltere’de devam eden se\u00e7im s\u00fcrecinde oy verme i\u015flemi sona erdi. Kesin olmayan sonu\u00e7lara g\u00f6re, Reform UK Partisi sandalye kazan\u0131rken, \u0130\u015f\u00e7i Partisi (iktidar) kay\u0131plar ya\u015fad\u0131.<\/p>\n
Bu durumun \u0130ngiltere Ba\u015fbakan\u0131 Keir Starmer’\u0131n liderli\u011fini sorgulan\u0131r hale getirebilece\u011fi de\u011ferlendirilirken, siyasi belirsizliklerle tahvil piyasas\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n artabilece\u011fi endi\u015feleri \u00f6ne \u00e7\u0131k\u0131yor. Bu geli\u015fmelerle, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 1,55, Almanya’da DAX 40 endeksi y\u00fczde 1,02, Fransa’da CAC 40 endeksi y\u00fczde 1,17 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,82 d\u00fc\u015ft\u00fc. Avrupa’da endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131nda ABD-\u0130ran gerilimiyle negatif bir seyir hakimken, petrol fiyatlar\u0131n\u0131n y\u00fcksek kalmas\u0131 b\u00f6lgede enflasyon risklerinin s\u00fcrmesine neden oluyor.<\/p>\n
B\u00f6lge piyasalar\u0131nda hafta ba\u015f\u0131ndan bu yana g\u00fc\u00e7 kazanan risk i\u015ftah\u0131, Orta Do\u011fu\u2019da jeopolitik tansiyonun yeniden y\u00fckselmesiyle yerini temkinli ve negatif bir g\u00f6r\u00fcn\u00fcme b\u0131rakt\u0131. B\u00f6lgede bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re Japonya’da nisan ay\u0131nda hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) 51, bile\u015fik PMI 52,2 oldu. S\u00f6z konusu g\u00f6stergeler \u00f6nceki aya g\u00f6re s\u0131n\u0131rl\u0131 \u015fekilde azald\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,6, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,6, Hong Kong’da Hang Seng endeksi y\u00fczde 1,2 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,4 d\u00fc\u015ft\u00fc.<\/p>\n
D\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,82 de\u011fer kazanarak 15.040,25 puanla rekor seviyeden tamamlad\u0131.<\/p>\n
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 0,77 geriledi.<\/p>\n
Dolar\/TL d\u00fcn\u00fc 45,2940’tan tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,2 \u00fczerinde 45,3620’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
\u00d6te yandan d\u00fcn AA Kat\u0131l\u0131m Finans Zirvesi \u00f6zel oturumunda konu\u015fan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 Fatih Karahan, “Temel \u00f6nceli\u011fimiz fiyat istikrar\u0131n\u0131 sa\u011flamak. Sava\u015f dezenflasyon s\u00fcrecini etkilese de kararl\u0131l\u0131\u011f\u0131m\u0131z\u0131 de\u011fi\u015ftirmiyor.” dedi. Karahan, s\u0131k\u0131 para politikas\u0131yla, son d\u00f6nemde enflasyonda g\u00f6zlenen bozulman\u0131n orta vadeli g\u00f6r\u00fcn\u00fcm\u00fc bozmas\u0131na izin vermeyeceklerini vurgulad\u0131.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde sanayi \u00fcretimi ve hazine nakit dengesinin, yurt d\u0131\u015f\u0131nda ise ABD’de istihdam verilerinin yan\u0131 s\u0131ra Almanya’da ticaret dengesi ve sanayi \u00fcretimi, ABD’de Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi ve toptan e\u015fya stoklar\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 15.100 ve 15.200 puan\u0131n diren\u00e7, 14.900 ve 14.800 seviyelerinin destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
09.00 Almanya, mart ay\u0131 ticaret dengesi<\/p>\n
09.00 Almanya, mart ay\u0131 sanayi \u00fcretimi<\/p>\n
10.00 T\u00fcrkiye, mart ay\u0131 sanayi \u00fcretimi<\/p>\n
15.30 ABD, nisan ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam<\/p>\n
15.30 ABD, nisan ay\u0131 ortalama saatlik kazan\u00e7lar<\/p>\n
15.30 ABD, nisan ay\u0131 i\u015fsizlik oran\u0131<\/p>\n
17.00 ABD, may\u0131s ay\u0131 Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi<\/p>\n
17.00 ABD, mart ay\u0131 toptan e\u015fya stoklar\u0131<\/p>\n
17.30 T\u00fcrkiye, nisan ay\u0131 Hazine Nakit Dengesi<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, Orta Do\u011fu’da t\u0131rmanan gerilimin enerji arz\u0131na y\u00f6nelik endi\u015feleri canland\u0131rmas\u0131yla olu\u015fan sat\u0131\u015f bask\u0131s\u0131n\u0131n g\u00f6lgesinde ABD’de bug\u00fcn a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verilerine odakland\u0131.<\/p>\n","protected":false},"author":6,"featured_media":23674,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[262],"class_list":["post-23673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-piyasalar"],"yoast_head":"\n