Orta Do\u011fu’da jeopolitik tansiyonu kal\u0131c\u0131 olarak d\u00fc\u015f\u00fcrecek nihai bir anla\u015fmaya ula\u015f\u0131lmas\u0131 amac\u0131yla ABD ve \u0130ran heyetleri aras\u0131ndaki diplomatik temaslar arabulucular e\u015fli\u011finde s\u00fcrd\u00fcr\u00fcl\u00fcyor.<\/p>\n
Hafta sonu \u0130svi\u00e7re’de y\u00fcr\u00fct\u00fclen m\u00fczakereler esnas\u0131nda ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran heyetine y\u00f6nelik sert a\u00e7\u0131klamalar\u0131 dikkati \u00e7ekerken, \u0130ran Meclis Ba\u015fkan\u0131 ve M\u00fczakere Heyeti Ba\u015fkan\u0131 Mohammad Bagher Ghalibaf, ABD’nin tehditlerini \u00f6nemsemediklerini belirtti.<\/p>\n
G\u00f6r\u00fc\u015fmelerde zaman zaman gerilim artsa da uzla\u015f\u0131 masas\u0131nda kal\u0131nmas\u0131 b\u00f6lgede bar\u0131\u015f\u0131n tesis edilebilece\u011fine y\u00f6nelik umutlar\u0131 koruyor.<\/p>\n
Bu geli\u015fmelerin yan\u0131 s\u0131ra k\u00fcresel enerji arz\u0131n\u0131n kilit noktas\u0131 konumunda H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gemi trafi\u011fi ge\u00e7en haftaya nazaran azalma g\u00f6sterdi. Bo\u011fazda yava\u015flayan tanker trafi\u011finin petrol fiyatlar\u0131 \u00fczerinde etkileri izlenirken, g\u00f6r\u00fc\u015fmelerde ilerleme kaydedilse dahi enerji arz\u0131na y\u00f6nelik endi\u015felerin hemen yat\u0131\u015fmayaca\u011f\u0131 de\u011ferlendiriliyor.<\/p>\n
Petrol fiyatlar\u0131n\u0131n makroekonomi \u00fczerindeki etkileri belirginle\u015firken ABD’de bu hafta a\u00e7\u0131klanacak ki\u015fisel t\u00fcketim harcamalar\u0131 (PCE) fiyat endeksi ile b\u00fcy\u00fcme verileri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor.<\/p>\n
Ge\u00e7en hafta ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Kevin Warsh’\u0131n \u015fahin mesajlar\u0131 ve Orta Do\u011fu’da kal\u0131c\u0131 bar\u0131\u015f ikliminin sa\u011flanmas\u0131n\u0131n zaman alaca\u011f\u0131 endi\u015feleriyle para piyasalar\u0131ndaki fiyatlamalarda, bankan\u0131n y\u0131l sonuna kadar bir kez faiz art\u0131raca\u011f\u0131na kesin g\u00f6z\u00fcyle bak\u0131lmaya ba\u015fland\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerin ard\u0131ndan ABD’nin 2, 5 ve 10 y\u0131ll\u0131k tahvil faizlerinde y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc. Fed’in politikalar\u0131na ili\u015fkin en duyarl\u0131 g\u00f6stergelerden biri olan ABD’nin 2 y\u0131ll\u0131k tahvil faizi ge\u00e7en hafta per\u015fembe g\u00fcn\u00fcne g\u00f6re yakla\u015f\u0131k 5 baz art\u0131\u015fla y\u00fczde 4,22’ye \u00e7\u0131kt\u0131. ABD 10 y\u0131ll\u0131k tahvil faizi de 3 baz puanl\u0131k art\u0131\u015fla y\u00fczde 4,48’e y\u00fckseldi.<\/p>\n
Fed’in gelecek d\u00f6nemde s\u0131k\u0131 duru\u015funu koruyaca\u011f\u0131 beklentileriyle dolar endeksindeki yukar\u0131 y\u00f6nl\u00fc seyir yeni haftaya da ta\u015f\u0131nd\u0131. Endeks y\u00fczde 0,1 art\u0131\u015fla 100,9 seviyesinde bulunuyor.<\/p>\n
Artan enflasyon risklerine ba\u011fl\u0131 olarak Fed’in \u015fahin sinyallerinin etkisiyle faizlerin bir s\u00fcre y\u00fcksek seviyelerde kalaca\u011f\u0131 beklentisi, alt\u0131n\u0131n ons fiyat\u0131 \u00fczerinde bask\u0131 olu\u015fturmaya devam ederken ABD-\u0130ran g\u00f6r\u00fc\u015fmelerinde kaydedilen ilerleme, alt\u0131n fiyatlar\u0131n\u0131 destekledi. Alt\u0131n\u0131n onsu haftaya y\u00fczde 0,6 y\u00fckseli\u015fle 4 bin 180 dolar seviyesinden ba\u015flang\u0131\u00e7 yapt\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle ABD’de endeks vadeli kontratlar haftaya negatif ba\u015flad\u0131.<\/p>\n
Orta Do\u011fu’daki geli\u015fmeler ekseninde Avrupa borsalar\u0131 cuma g\u00fcn\u00fcn\u00fc \u0130talya hari\u00e7 d\u00fc\u015f\u00fc\u015fle kapat\u0131rken, yeni haftada endeks vadeli kontratlar negatif seyrediyor.<\/p>\n
B\u00f6lgede bug\u00fcn Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Christine Lagarde’\u0131n Br\u00fcksel\u2019deki Avrupa Parlamentosu Ekonomik ve Parasal \u0130\u015fler Komitesi (ECON) toplant\u0131s\u0131nda yapaca\u011f\u0131 konu\u015fma yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip edilecek.<\/p>\n
Analistler, Lagarde’\u0131n verece\u011fi mesajlarda ECB’nin gelecek d\u00f6nemde ataca\u011f\u0131 ad\u0131mlara ili\u015fkin sinyaller aranaca\u011f\u0131n\u0131 kaydederek, para piyasalar\u0131ndaki fiyatlamalar\u0131n bankan\u0131n y\u0131l sonuna kadar en az bir faiz art\u0131\u015f\u0131 daha yapaca\u011f\u0131 y\u00f6n\u00fcnde \u015fekillendi\u011fini belirtti.<\/p>\n
\u00d6te yandan b\u00f6lgede bu hafta a\u00e7\u0131klanacak imalat sanayi ve hizmet sekt\u00f6r\u00fc Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI) verilerinin de ekonomik aktivitenin durumuna ili\u015fkin bilgi sa\u011flamas\u0131 bekleniyor.<\/p>\n
B\u00f6lgede siyasi geli\u015fmeler de yak\u0131ndan takip edilirken, ABD Ba\u015fkan\u0131 Trump, \u0130ngiltere Ba\u015fbakan\u0131 Keir Starmer’\u0131n g\u00f6revinden istifa edece\u011fini kaydederek, Starmer’\u0131n g\u00f6\u00e7 ve enerji politikalar\u0131nda ba\u015far\u0131s\u0131z oldu\u011funu savundu.<\/p>\n
Orta Do\u011fu’ya ili\u015fkin olumlu geli\u015fmelerle Asya borsalar\u0131nda Hong Kong hari\u00e7 pozitif bir g\u00f6r\u00fcn\u00fcm hakim olurken, \u00c7in’de kredi faiz oranlar\u0131 sabit b\u0131rak\u0131ld\u0131.<\/p>\n
Ulusal Bankalar Aras\u0131 Fon Merkezi, 1 y\u0131ll\u0131k kredi faiz oran\u0131n\u0131 y\u00fczde 3’te, 5 y\u0131ll\u0131k kredi faiz oran\u0131n\u0131 ise y\u00fczde 3,5’te sabit tuttu.<\/p>\n
B\u00f6lge piyasalar\u0131nda yar\u0131 iletken sekt\u00f6r\u00fcndeki y\u00fckseli\u015fler dikkati \u00e7ekerken, G\u00fcney Kore’de Kospi endeksinde i\u015flem g\u00f6ren SK Hynix’in hisseleri y\u00fczde 3,9 artt\u0131. Hisselerindeki bu y\u00fckseli\u015fle \u015firket SK Hynix’in piyasa de\u011feri 1,3 trilyon dolara \u00e7\u0131kt\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,9, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,5, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,8 y\u00fckselirken Hong Kong’da Hang Seng endeksi y\u00fczde 0,7 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 0,63 de\u011fer kaybederek 14.734,50 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 d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,07 artt\u0131.<\/p>\n
Dolar\/TL cuma g\u00fcn\u00fcn\u00fc 46,4350’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 46,4570’ten i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde sekt\u00f6rel enflasyon beklentileri ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin, yurt d\u0131\u015f\u0131nda ise Avro B\u00f6lgesinde t\u00fcketici g\u00fcven endeksi verisinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.600 ve 14.500 puan\u0131n destek, 14.800 ve 14.900 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, haziran ay\u0131 t\u00fcketici g\u00fcven endeksi<\/p>\n
10.00 T\u00fcrkiye, may\u0131s ay\u0131 Yurt D\u0131\u015f\u0131 \u00dcretici Fiyat Endeksi (YD-\u00dcFE)<\/p>\n
10.00 T\u00fcrkiye, haziran ay\u0131 sekt\u00f6rel enflasyon beklentileri<\/p>\n
10.00 T\u00fcrkiye, haziran ay\u0131 hanehalk\u0131 beklenti anketi<\/p>\n
17.00 Avro B\u00f6lgesi, haziran ay\u0131 T\u00fcketici G\u00fcven Endeksi<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, ABD ile \u0130ran aras\u0131ndaki g\u00f6r\u00fc\u015fmelerde kaydedilen ilerlemenin risk alg\u0131s\u0131n\u0131 azaltmas\u0131n\u0131n ard\u0131ndan ABD’de kritik makroekonomik verilerin a\u00e7\u0131klanayaca\u011f\u0131 haftaya kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.<\/p>\n","protected":false},"author":6,"featured_media":32772,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[575,488,5065],"class_list":["post-32771","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-fed","tag-kuresel-piyasalar"],"yoast_head":"\n