ABD\/\u0130srail-\u0130ran Sava\u015f\u0131’nda taraflar\u0131n kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131yla Orta Do\u011fu’da tansiyon yeniden y\u00fckseldi. \u00c7at\u0131\u015fmalar\u0131n giderek \u015fiddetlenmesi, yak\u0131n vadede diplomatik bir uzla\u015f\u0131 sa\u011flanabilece\u011fine y\u00f6nelik beklentileri zay\u0131flatt\u0131.<\/p>\n
B\u00f6lgede 8 Nisan’da sa\u011flanan ate\u015fkes sonras\u0131nda g\u00f6rece sakin seyreden gerilim, \u0130srail ve \u0130ran’\u0131n kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131yla yeniden t\u0131rmand\u0131. \u0130srail, Tahran y\u00f6netiminin balistik f\u00fcze sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan \u0130ran’daki baz\u0131 hedeflere y\u00f6nelik misilleme ama\u00e7l\u0131 hava operasyonlar\u0131 d\u00fczenledi\u011fini duyurdu.<\/p>\n
ABD cephesinden \u015fu ana kadar do\u011frudan askeri m\u00fcdahaleye ili\u015fkin somut bir sald\u0131r\u0131 haberi gelmezken, \u00e7at\u0131\u015fmalar\u0131n a\u011f\u0131rl\u0131kl\u0131 olarak \u0130srail ile \u0130ran aras\u0131nda yo\u011funla\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n
S\u00f6z konusu gerilimle birlikte petrol fiyatlar\u0131 y\u00fckseli\u015fe ge\u00e7ti. Brent petrol\u00fcn varil fiyat\u0131 haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde 96 dolara kadar \u00e7\u0131karken, \u015fu s\u0131ralarda y\u00fczde 3,4 art\u0131\u015fla 95,2 dolarda bulunuyor.<\/p>\n
Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin mevcut enflasyonist bask\u0131lar\u0131 art\u0131rabilece\u011fi de\u011ferlendirilirken, ABD ekonomisinin g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korumas\u0131 da dikkate al\u0131nd\u0131\u011f\u0131nda, para piyasalar\u0131ndaki fiyatlamalarda ABD Merkez Bankas\u0131n\u0131n (Fed) olas\u0131 \u015fahin para politikas\u0131 ad\u0131mlar\u0131na ili\u015fkin ihtimallerin gelecek y\u0131la yay\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Piyasalarda halihaz\u0131rda gelecek y\u0131l sonuna kadar Fed’e y\u00f6nelik herhangi bir faiz indirimi beklentisi bulunmuyor.<\/p>\n
Analistler, yat\u0131r\u0131mc\u0131lar\u0131n bug\u00fcnlerde Orta Do\u011fu’daki gerilimler, y\u00fckselen petrol fiyatlar\u0131 ve merkez bankalar\u0131n\u0131 faiz art\u0131r\u0131m\u0131na zorlayan enflasyonist bask\u0131lar gibi pek \u00e7ok olumsuzluk alt\u0131nda karar almaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 belirterek, bu hafta ABD’de a\u00e7\u0131klanacak enflasyon verilerinin yak\u0131ndan takip edilece\u011fini kaydetti.<\/p>\n
Fed’e ili\u015fkin faiz art\u0131r\u0131m\u0131 tahminleri ve y\u00fckselen petrol fiyatlar\u0131n\u0131n tetikledi\u011fi enflasyon endi\u015feleriyle ABD’de 10 y\u0131ll\u0131k tahvil faizi 5 baz puan art\u0131\u015fla y\u00fczde 4,58’e \u00e7\u0131kt\u0131 ve yakla\u015f\u0131k son 20 g\u00fcn\u00fcn en y\u00fcksek seviyesine ula\u015ft\u0131. Fed’e ili\u015fkin tahminlerin “\u015fahin” tarafa kaymas\u0131 ve Orta Do\u011fu’daki gerilimlerin etkisiyle y\u00fckselen dolar endeksi cuma g\u00fcn\u00fc 7 Nisan’dan bu tarafa ilk kez 100 seviyesini a\u015ft\u0131.<\/p>\n
G\u00fc\u00e7lenen dolar ve y\u00fckselen tahvil faizleri ile alternatif maliyeti artan alt\u0131n\u0131n ons fiyat\u0131nda ise d\u00fc\u015f\u00fc\u015f e\u011filimi yeni haftaya da ta\u015f\u0131nd\u0131. Alt\u0131n\u0131n onsu yeni i\u015flem g\u00fcn\u00fcnde 4 bin 300 dolara gerileyerek 23 Mart’tan bu yana en d\u00fc\u015f\u00fck seviyesine indi. Ons alt\u0131n \u015fu s\u0131ralarda y\u00fczde 0,4 azal\u0131\u015fla 4 bin 310 dolardan al\u0131c\u0131 buluyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ABD’de endeks vadeli kontratlar haftaya negatif ba\u015flad\u0131.<\/p>\n
Orta Do\u011fu’da \u00e7at\u0131\u015fma riskinin yeniden y\u00fckselmesi, enerji ithalat\u0131na ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 y\u00fcksek Avrupa ekonomileri \u00fczerindeki bask\u0131lar\u0131 art\u0131rabilecek \u00f6nemli bir risk unsuru olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
K\u00fcresel \u00e7apta s\u00fcregelen enflasyon endi\u015felerinin g\u00f6lgesinde Avrupa Merkez Bankas\u0131n\u0131n (ECB) per\u015fembe g\u00fcn\u00fc alaca\u011f\u0131 para politikas\u0131 kararlar\u0131 yak\u0131ndan takip edilecek. Bankan\u0131n bu toplant\u0131da 3 temel faiz oran\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 yapaca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n
\u00d6te yandan Orta Do\u011fu’da jeopolitik risklerin artmas\u0131 teknoloji hisselerinde d\u00fc\u015f\u00fc\u015flere yol a\u00e7arken, de\u011ferli metallerdeki geri \u00e7ekilme de madencilik \u015firketlerinin hisselerinde sat\u0131\u015flar\u0131 beraberinde getirdi.<\/p>\n
Bu arada Avrupa Birli\u011fi (AB), \u0130srail ile L\u00fcbnan aras\u0131ndaki ate\u015fkes anla\u015fmas\u0131n\u0131n kal\u0131c\u0131 bar\u0131\u015f ve g\u00fcvenli\u011fin tesis edilmesi i\u00e7in \u00f6nemli bir f\u0131rsat oldu\u011funu belirterek, taraflara “anla\u015fma h\u00fck\u00fcmlerine tam olarak uyma” \u00e7a\u011fr\u0131s\u0131nda bulundu.<\/p>\n
Avrupa’da endeks vadeli kontratlar haftaya negatif ba\u015flad\u0131.<\/p>\n
Cuma g\u00fcn\u00fc New York borsas\u0131nda g\u00f6r\u00fclen sat\u0131c\u0131l\u0131 seyir yeni i\u015flem haftas\u0131nda Asya taraf\u0131na da yans\u0131d\u0131. Asya borsalar\u0131nda negatif bir seyir izlenirken, Orta Do\u011fu’da artan riskler b\u00f6lge piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n temel nedeni olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n yapay zeka ve teknoloji \u015firketlerini sorgulamalar\u0131yla G\u00fcney Kore ve Japonya borsas\u0131nda sert d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc.<\/p>\n
\u00d6te yandan Japonya ekonomisi y\u0131l\u0131n ilk \u00e7eyre\u011finde y\u00fczde 1,8 ile beklentilerin \u00fczerinde b\u00fcy\u00fcmesine kar\u015f\u0131n, bu oran y\u00fczde 2,1 olarak a\u00e7\u0131klanan \u00f6nc\u00fc tahminin alt\u0131nda kald\u0131.<\/p>\n
Analistler, Japonya ekonomisinin zay\u0131f sermaye harcamalar\u0131n\u0131n etkisiyle y\u0131l\u0131n ilk \u00e7eyre\u011finde ivme kaybetti\u011fini bildirdi.<\/p>\n
Japonya Merkez Bankas\u0131n\u0131n (BoJ) bu ayki toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131na gidece\u011fine y\u00f6nelik \u00f6ng\u00f6r\u00fclerin g\u00fcc\u00fcn\u00fc korumas\u0131 da Japonya borsas\u0131 \u00fczerinde sat\u0131\u015f bask\u0131s\u0131 olu\u015fturdu. BoJ’un gelecek hafta politika faizini 25 baz puan art\u0131rmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n G\u00fcney Kore’de Kospi endeksi y\u00fczde 6,2, Japonya’da Nikkei 225 endeksi y\u00fczde 4,1, Hong Kong’da Hang Seng endeksi y\u00fczde 1,4 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1,3 d\u00fc\u015ft\u00fc.<\/p>\n
Cuma 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 1,28 de\u011fer kaybederek 13.694,19 puandan 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 cuma ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,77 geriledi.<\/p>\n
Dolar\/TL kuru cuma g\u00fcn\u00fcn\u00fc 46,0520’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 46,1010’dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Yurt i\u00e7inde bu hafta T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) faiz karar\u0131 ile politika metninde verilecek mesajlar piyasalar\u0131n oda\u011f\u0131nda yer alacak.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde reel efektif d\u00f6viz kuru verisinin takip edilece\u011fini, yurt d\u0131\u015f\u0131nda ise veri g\u00fcndeminin sakin oldu\u011funu belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 13.600 ve 13.500 puan\u0131n destek, 13.800 ve 13.900 seviyelerinin ise diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
09.00 Almanya, nisan ay\u0131 fabrika sipari\u015fleri<\/p>\n
11.30 Avro B\u00f6lgesi, haziran ay\u0131 Sentix yat\u0131r\u0131mc\u0131 g\u00fcven endeksi<\/p>\n
14.30 T\u00fcrkiye, may\u0131s ay\u0131 reel efektif d\u00f6viz kuru<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, Orta Do\u011fu’da \u00e7at\u0131\u015fmalar\u0131n yeniden alevlenmesiyle haftaya sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda ba\u015flad\u0131.<\/p>\n","protected":false},"author":6,"featured_media":29615,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[575,7150,5065],"class_list":["post-29614","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-endeks","tag-kuresel-piyasalar"],"yoast_head":"\n