Ge\u00e7en hafta piyasalarda ABD ile \u0130ran’\u0131n bir anla\u015fmaya varmaya yak\u0131n oldu\u011fu y\u00f6n\u00fcndeki haberlerle iyimser bir hava hakimken, teknoloji ve yapay zeka \u015firketlerindeki sert y\u00fckseli\u015fler risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n
Axios’un haberinde ABD’li ve \u0130ranl\u0131 m\u00fczakerecilerin ate\u015fkesin uzat\u0131lmas\u0131 ve \u0130ran’\u0131n n\u00fckleer program\u0131 konusunda m\u00fczakerelerin ba\u015flat\u0131lmas\u0131na y\u00f6nelik 60 g\u00fcnl\u00fck bir mutabakat metni \u00fczerinde anla\u015fmaya vard\u0131\u011f\u0131 ancak ABD Ba\u015fkan\u0131 Donald Trump’\u0131n buna hen\u00fcz nihai onay\u0131 vermedi\u011fi aktar\u0131lm\u0131\u015ft\u0131.<\/p>\n
S\u00f6z konusu mutabakat metninin imzalanmas\u0131 durumunda H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n herhangi bir k\u0131s\u0131tlama olmaks\u0131z\u0131n a\u00e7\u0131laca\u011f\u0131n\u0131n bildirildi\u011fi haberde, ABD’nin de \u0130ran limanlar\u0131na y\u00f6nelik uygulad\u0131\u011f\u0131 deniz ablukas\u0131n\u0131 kald\u0131raca\u011f\u0131 belirtilmi\u015fti.<\/p>\n
ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance ise \u0130ran ile y\u00fcr\u00fct\u00fclen m\u00fczakerelerde, n\u00fckleer program konusunda baz\u0131 anla\u015fmazl\u0131klar\u0131n devam etti\u011fini ancak taraflar\u0131n anla\u015fmaya “\u00e7ok yak\u0131n” oldu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n
Yeni haftada yapay zeka rallisinin jeopolitik riskleri dengelemesiyle k\u00fcresel piyasalarda pozitif bir seyir izleniyor.<\/p>\n
\u00d6te yandan ABD Ticaret Temsilcili\u011fi (USTR), ABD-Meksika-Kanada Anla\u015fmas\u0131’n\u0131n (USMCA) Ortak G\u00f6zden Ge\u00e7irme s\u00fcrecine ili\u015fkin ilk ikili g\u00f6r\u00fc\u015fmelerin tamamland\u0131\u011f\u0131 bildirildi. M\u00fczakerecilerin ilk turunda otomotiv men\u015fe kurallar\u0131, \u00e7elik ve al\u00fcminyum ile ekonomik g\u00fcvenlikle ilgili \u00f6ncelikli konular\u0131 ele ald\u0131.<\/p>\n
Bu arada Uluslararas\u0131 Enerji Ajans\u0131 (IEA), Uluslararas\u0131 Para Fonu (IMF), D\u00fcnya Bankas\u0131 ve D\u00fcnya Ticaret \u00d6rg\u00fct\u00fc (DT\u00d6) ba\u015fkanlar\u0131, Orta Do\u011fu’daki sava\u015f\u0131n k\u00fcresel ekonomi, enerji ve ticarete etkilerine y\u00f6nelik uyar\u0131larda bulundu.<\/p>\n
Kurumlardan yap\u0131lan a\u00e7\u0131klamalarda, “Gemi trafi\u011fi ak\u0131\u015f\u0131 normale d\u00f6nmezse, kuzey yar\u0131m k\u00fcrede yaz aylar\u0131ndaki en y\u00fcksek petrol talebi \u00f6ncesinde k\u00fcresel petrol stoklar\u0131n\u0131n h\u0131zla t\u00fckenmeye devam etmesi, yak\u0131t g\u00fcvenli\u011fi, piyasa ko\u015fullar\u0131 ve daha geni\u015f \u00e7apl\u0131 ekonomik dayan\u0131kl\u0131l\u0131k a\u00e7\u0131s\u0131ndan giderek artan riskler olu\u015fturacakt\u0131r.” denildi.<\/p>\n
Taraflar aras\u0131nda anla\u015fma sa\u011flanabilece\u011fine ili\u015fkin iyimserli\u011fe kar\u015f\u0131n s\u00fcrecin zorlu ge\u00e7ece\u011fine dair de\u011ferlendirmeler yat\u0131r\u0131mc\u0131larda kafa kar\u0131\u015f\u0131kl\u0131\u011f\u0131na yol a\u00e7\u0131yor.<\/p>\n
ABD’de cuma g\u00fcn\u00fc a\u00e7\u0131klanacak istihdam raporundaki tar\u0131m d\u0131\u015f\u0131 istihdam verisi haftan\u0131n g\u00fcndeminin en \u00f6nemli maddesi olarak \u00f6ne \u00e7\u0131karken, s\u00f6z konusu verinin yat\u0131r\u0131mc\u0131lara i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n durumu hakk\u0131nda ipucu vermesi ve yapay zekan\u0131n i\u015f g\u00fcc\u00fc piyasas\u0131nda neden oldu\u011fu d\u00f6n\u00fc\u015f\u00fcmlerin hangi alanlarda ortaya \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6stermesi bekleniyor.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na ili\u015fkin iyimserli\u011fi zedelemesi petrol fiyatlar\u0131n\u0131n y\u00fckselmesine neden oldu. Brent petrol\u00fcn varil fiyat\u0131 haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde y\u00fczde 1,3 art\u0131\u015fla 92,6 dolara y\u00fckseldi.<\/p>\n
Petrol fiyatlar\u0131ndan kaynaklanan enflasyonist bask\u0131lar\u0131n etkisiyle etkiyle ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi 3 baz puan art\u0131\u015fla y\u00fczde 4,47’de seyrediyor.<\/p>\n
Dolar endeksi y\u00fczde 0,1 art\u0131\u015fla 99 seviyesine \u00e7\u0131karken, alt\u0131n\u0131n onsu y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle 4 bin 510 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
New York borsas\u0131nda ABD ile \u0130ran aras\u0131nda \u00e7at\u0131\u015fmay\u0131 sona erdirecek bir mutabakata var\u0131ld\u0131\u011f\u0131na dair haberlerle pozitif bir seyir izlendi.<\/p>\n
Kurumsal tarafta Dell Technologies, piyasalar\u0131n kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan yay\u0131mlad\u0131\u011f\u0131 bilan\u00e7osunda g\u00fc\u00e7l\u00fc gelir art\u0131\u015f\u0131 bildirdi. Bu y\u0131l genelindeki gelir beklentilerini de y\u00fckselten \u015firketin hisseleri cuma g\u00fcn\u00fc y\u00fczde 33 de\u011fer kazand\u0131.<\/p>\n
Bu geli\u015fmelerle, cuma g\u00fcn\u00fc Dow Jones endeksi y\u00fczde 0,72, S&P 500 endeksi y\u00fczde 0,22 ve Nasdaq endeksi y\u00fczde 0,21 de\u011fer kazand\u0131. ABD’de endeks vadeli kontratlar g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda, s\u00f6z konusu geli\u015fmelerin etkisiyle kar\u0131\u015f\u0131k bir seyir izlendi. Jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra Avrupa’da ge\u00e7en hafta \u00f6nemli makroekonomik veriler de \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Fransa’n\u0131n Gayri Safi Yurt \u0130\u00e7i Has\u0131las\u0131 (GSYH), y\u0131l\u0131n ilk \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0,1 azald\u0131. Almanya’da may\u0131s ay\u0131na ili\u015fkin T\u00fcketici Fiyat Endeksi (T\u00dcFE) ayl\u0131k beklentilerin aksine y\u00fczde 0,2 azal\u0131rken, y\u0131ll\u0131k y\u00fczde 2,6 ile beklentilerin alt\u0131nda artt\u0131. \u00dclkede, T\u00dcFE nisanda ayl\u0131k y\u00fczde 0,1, y\u0131ll\u0131k y\u00fczde 2,9 artm\u0131\u015ft\u0131.<\/p>\n
\u00d6te yandan Almanya Maliye Bakanl\u0131\u011f\u0131 Avrupa Birli\u011fi’nin (AB) en b\u00fcy\u00fck 6 ekonomisinin, sermaye piyasalar\u0131nda entegrasyonu ve i\u015fbirli\u011fini derinle\u015ftirmek amac\u0131yla ortak tutum \u00fczerinde anla\u015ft\u0131\u011f\u0131 bildirildi.<\/p>\n
Bu geli\u015fmelerle Almanya’da DAX 40 endeksi y\u00fczde 0,05 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,42 de\u011fer kazan\u0131rken, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,16 ve Fransa’da CAC 40 endeksi y\u00fczde 0,07 de\u011fer kaybetti. Avrupa’da endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
New York borsas\u0131ndaki pozitif seyir yeni haftada Asya piyasalar\u0131na da ta\u015f\u0131nd\u0131.<\/p>\n
Nvidia’n\u0131n Kurucusu ve \u00dcst Y\u00f6neticisi (CEO) Jensen Huang’\u0131n bu hafta G\u00fcney Kore’ye yapaca\u011f\u0131 ziyarette \u00fclkenin \u00f6nde gelen teknoloji y\u00f6neticileriyle g\u00f6r\u00fc\u015fece\u011fine dair haber ak\u0131\u015f\u0131yla G\u00fcney Kore borsas\u0131nda sert y\u00fckseli\u015fler g\u00f6r\u00fcl\u00fcrken, LG’nin hisseleri y\u00fczde 30’a yak\u0131n y\u00fckseldi.<\/p>\n
\u00d6te yandan \u00c7in’de may\u0131s ay\u0131na ili\u015fkin imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksinin (PMI) 52,2’den 51,8’e gerilemesinin ard\u0131ndan \u00fclkede pay piyasalar\u0131nda sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Bu geli\u015fmelerle G\u00fcney Kore’de Kospi endeksi y\u00fczde 4,5, Hong Kong’da Hang Seng endeksi ise y\u00fczde 0,9, Japonya’da Nikkei 225 endeksi y\u00fczde 0,8 de\u011fer kazan\u0131rken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1 geriledi.<\/p>\n
G\u00fcney Kore’de Kospi endeksi 8.874,16 puanla, Japonya’da Nikkei 225 endeksi 67.231,28 puanla rekor seviyeyi g\u00f6rd\u00fc.<\/p>\n
Sal\u0131 g\u00fcn\u00fc sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,64 de\u011fer kaybederek 13.662,75 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise sal\u0131 g\u00fcn\u00fc normal seans\u0131 y\u00fczde 2,6 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n
Kurban Bayram\u0131 tatili nedeniyle ge\u00e7en hafta \u00e7ar\u015famba, per\u015fembe ve cuma g\u00fcnlerinde i\u015flem ger\u00e7ekle\u015fmedi.<\/p>\n
\u00d6te yandan Sermaye Piyasas\u0131 Kurulu, Borsa \u0130stanbul A\u015e pay piyasalar\u0131nda a\u00e7\u0131\u011fa sat\u0131\u015f i\u015flemlerinin yasaklanmas\u0131na ili\u015fkin tedbir ve uygulamalara 12 Haziran seans sonuna kadar devam edilmesini kararla\u015ft\u0131rd\u0131.<\/p>\n
Dolar\/TL kuru cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,1 azal\u0131\u015fla 45,8483’ten tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 45,9150’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde b\u00fcy\u00fcme, imalat sanayi Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI), yurt d\u0131\u015f\u0131nda ise ABD ve Avrupa’da a\u00e7\u0131klanacak imalat sanayi PMI, ABD’de ISM imalat sanayi PMI, in\u015faat harcamalar\u0131, Avro B\u00f6lgesi’nden i\u015fsizlik oran\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 13.600 ve 13.500 puan\u0131n destek, 13.700 ve 13.800 seviyelerinin diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
AA Finans’\u0131n beklenti anketine kat\u0131lan ekonomistler, GSYH’nin birinci \u00e7eyrekte y\u0131ll\u0131k bazda y\u00fczde 2,7 artaca\u011f\u0131n\u0131 tahmin ediyor. \u00d6te yandan ekonomistlerin 2027 sonuna ili\u015fkin b\u00fcy\u00fcme tahminlerinin medyan\u0131 y\u00fczde 4,50 oldu.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, 1. \u00e7eyrek GSYH,<\/p>\n
10.00 T\u00fcrkiye, may\u0131s imalat sanayi PMI<\/p>\n
10.55 Almanya, may\u0131s imalat sanayi PMI<\/p>\n
11.00 Avro B\u00f6lgesi, may\u0131s imalat sanayi PMI<\/p>\n
11.30 \u0130ngiltere, may\u0131s imalat sanayi PMI<\/p>\n
12.00 Avro B\u00f6lgesi, nisan i\u015fsizlik oran\u0131<\/p>\n
16.45 ABD, may\u0131s ISM imalat sanayi PMI<\/p>\n
17.00 ABD, may\u0131s imalat sanayi PMI<\/p>\n
17.00 ABD, nisan in\u015faat harcamalar\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, yapay zeka rallisinin jeopolitik riskleri dengelemesiyle haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde risk i\u015ftah\u0131 y\u00fcksek seyrediyor.<\/p>\n","protected":false},"author":6,"featured_media":27952,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5065],"class_list":["post-27941","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-kuresel-piyasalar"],"yoast_head":"\n