H\u00fcrm\u00fcz Bo\u011faz\u0131’nda artan tansiyon piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili oluyor. ABD ile \u0130ran aras\u0131nda 18 Haziran’da imzalanan mutabakat zapt\u0131yla b\u00f6lgede esen bar\u0131\u015f r\u00fczgarlar\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en ticari gemilerin hedef al\u0131nmas\u0131yla terse d\u00f6nd\u00fc.<\/p>\n
Merkezi ABD’de bulunan Axios haber sitesi, \u0130ran’\u0131n bo\u011fazdan ge\u00e7en ticari gemilere en az iki f\u00fcze f\u0131rlatt\u0131\u011f\u0131n\u0131 \u00f6ne s\u00fcrerek, ABD taraf\u0131ndan misilleme yap\u0131lmas\u0131n\u0131n muhtemel oldu\u011funu bildirdi.<\/p>\n
S\u00f6z konusu geli\u015fmeler Orta Do\u011fu’daki bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 \u00f6n plana ta\u015f\u0131d\u0131. Sald\u0131r\u0131 haberlerinin ard\u0131ndan petrol fiyatlar\u0131nda yukar\u0131 y\u00f6nl\u00fc hareket g\u00f6zlendi. Brent petrol\u00fcn varili y\u00fczde 0,7 art\u0131\u015fla 72,6 dolara \u00e7\u0131ksa da sava\u015f \u00f6ncesi seviyelerde kalmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n
Petrol fiyatlar\u0131ndaki art\u0131\u015f enflasyon risklerini tetiklerken, para piyasalar\u0131ndaki fiyatlamalarda merkez bankalar\u0131n\u0131n faiz patikalar\u0131na y\u00f6nelik belirgin bir de\u011fi\u015fim g\u00f6zlenmedi. Piyasalarda Fed’in y\u0131l sonuna kadar bir kez faiz art\u0131\u015f\u0131 yapabilece\u011fi ihtimalleri g\u00fcc\u00fcn\u00fc koruyor.<\/p>\n
Analistler, ABD Merkez Bankas\u0131n\u0131n (Fed) yar\u0131n yay\u0131mlayaca\u011f\u0131 toplant\u0131 tutanaklar\u0131nda, yat\u0131r\u0131mc\u0131lar\u0131n bankan\u0131n gelecek d\u00f6nemde ataca\u011f\u0131 ad\u0131mlara ili\u015fkin daha fazla ipucu bulabilece\u011fini kaydetti.<\/p>\n
Bu geli\u015fmelerin yan\u0131 s\u0131ra Fed yetkililerinin a\u00e7\u0131klamalar\u0131 da yak\u0131ndan takip ediliyor. Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller, enflasyon ve istihdam risklerinin bir y\u0131l \u00f6ncesine g\u00f6re tersine d\u00f6nd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
Waller, “ABD’de i\u015f g\u00fcc\u00fc piyasas\u0131 istikrar kazan\u0131yor gibi g\u00f6r\u00fcn\u00fcyor. Enflasyon ise h\u0131zla y\u00fckseli\u015fe ge\u00e7ti. Bu durum da politika konusundaki yakla\u015f\u0131m\u0131n\u0131z\u0131 g\u00f6zden ge\u00e7irmenizi gerektiriyor.” ifadelerini kulland\u0131.<\/p>\n
Ge\u00e7en hafta beklentilerin alt\u0131nda kalan tar\u0131m d\u0131\u015f\u0131 istihdam verileri, Fed’in yak\u0131n zamanda faiz art\u0131rmak zorunda kalmayabilece\u011fi beklentisini g\u00fc\u00e7lendirmi\u015fti. \u00d6te yandan teknoloji ve yar\u0131 iletken sekt\u00f6r\u00fcne ili\u015fkin geli\u015fmeler de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Artan \u00e7ip maliyetlerinin \u00fcr\u00fcn fiyatlar\u0131na yans\u0131yarak son kullan\u0131c\u0131ya ula\u015fmas\u0131n\u0131n t\u00fcketici talebini olumsuz etkileyebilece\u011fine y\u00f6nelik endi\u015feler s\u00fcrse de sekt\u00f6r\u00fcn \u00f6nde gelen \u015firketleri aras\u0131nda imzalanan yeni anla\u015fmalar, yar\u0131 iletken sekt\u00f6r\u00fcne ili\u015fkin b\u00fcy\u00fcme beklentilerini desteklemeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Bu do\u011frultuda Apple ile \u00f6zel \u00e7iplerin geli\u015ftirilmesi ve tedariki amac\u0131yla kurdu\u011fu ortakl\u0131\u011f\u0131 2031’e kadar geni\u015fletme konusunda anla\u015ft\u0131\u011f\u0131n\u0131 duyuran \u00e7ip \u015firketi Broadcom’un hisseleri y\u00fczde 4’e yak\u0131n de\u011fer kazand\u0131.<\/p>\n
Makroekonomik veri taraf\u0131nda ise ABD’de Tedarik Y\u00f6netim Enstit\u00fcs\u00fc (ISM) hizmet sekt\u00f6r\u00fc Sat\u0131n Alma Y\u00f6neticileri Endeksi (PMI), haziranda 54 de\u011ferine gerileyerek beklentilerin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
S&P Global’in hizmet sekt\u00f6r\u00fc PMI verisi ise haziranda bir \u00f6nceki aya k\u0131yasla 0,5 puan art\u0131\u015fla 51,2’ye \u00e7\u0131kt\u0131. \u0130malat ve hizmet sekt\u00f6rlerini kapsayan bile\u015fik PMI da haziranda ayl\u0131k bazda 0,4 puan artarak 51,9’a y\u00fckseldi.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi yatay seyirle 4,48’de, dolar endeksi de s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle 100,8 seviyesinde bulunuyor.<\/p>\n
Orta Do\u011fu’da artan jeopolitik risklerin enerji fiyatlar\u0131 \u00fczerinden enflasyonist bask\u0131lar\u0131 art\u0131rarak merkez bankalar\u0131n\u0131 daha s\u0131k\u0131 para politikalar\u0131na y\u00f6neltebilece\u011fi beklentisi, alt\u0131n\u0131n ons fiyat\u0131 \u00fczerinde bask\u0131 olu\u015fturuyor. Ons alt\u0131n d\u00fcn y\u00fczde 0,2 d\u00fc\u015f\u00fc\u015fle 4 bin 165 dolara inerek son 3 i\u015flem g\u00fcn\u00fcndeki y\u00fckseli\u015fini sona erdirdi. Alt\u0131n\u0131n onsu yeni i\u015flem g\u00fcn\u00fcnde de y\u00fczde 1 azal\u0131\u015fla 4 bin 123 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle S&P 500 endeksi y\u00fczde 0,72 , Nasdaq endeksi y\u00fczde 1,12 ve Dow Jones endeksi y\u00fczde 0,29 y\u00fckseldi. Dow Jones endeksi kapan\u0131\u015f rekorunu tazeledi. ABD’de endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131 b\u00f6lgede a\u00e7\u0131klanan makroekonomik verilerden al\u0131nan sinyallerle kar\u0131\u015f\u0131k bir seyir izlerken, vadeli i\u015flem piyasalar\u0131nda endeks vadeli konratlar da bu seyri korudu.<\/p>\n
D\u00fcn a\u00e7\u0131klanan verilere g\u00f6re, Avro B\u00f6lgesi’nde yat\u0131r\u0131mc\u0131 g\u00fcveni temmuzda y\u00fckseldi. Avro B\u00f6lgesi’nde \u00dcretici Fiyat Endeksi (\u00dcFE), may\u0131sta ayl\u0131k bazda y\u00fczde 0,2, y\u0131ll\u0131k bazda y\u00fczde 5,9 artt\u0131.<\/p>\n
Analistler, \u00fcretici fiyatlar\u0131ndaki art\u0131\u015f\u0131n y\u0131ll\u0131k bazda beklentileri a\u015ft\u0131\u011f\u0131n\u0131 kaydederek, bu durumun b\u00f6lgede enflasyon risklerinin bir s\u00fcre daha devam edebilece\u011fi de\u011ferlendirmelerini \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n
Avro B\u00f6lgesi’nde perakende sat\u0131\u015flar ise may\u0131sta bir \u00f6nceki aya k\u0131yasla y\u00fczde 0,2, y\u0131ll\u0131k bazda y\u00fczde 1,6 y\u00fckseldi.<\/p>\n
\u00d6te yandan Rusya-Ukrayna Sava\u015f\u0131’na ili\u015fkin geli\u015fmeler de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda kalmaya devam ediyor. ABD Ba\u015fkan\u0131 Donald Trump, bug\u00fcn T\u00fcrkiye’de ba\u015flayacak NATO Zirvesi’nde Ukrayna-Rusya aras\u0131nda bir anla\u015fmaya varmak i\u00e7in g\u00f6r\u00fc\u015fmelerde bulunacaklar\u0131n\u0131 belirterek, “NATO’ya gidece\u011fiz, konuyu g\u00f6r\u00fc\u015fece\u011fiz ve san\u0131r\u0131m bunu ba\u015faraca\u011f\u0131z.” dedi.<\/p>\n
Avrupa Birli\u011fi (AB) Komisyonu Ba\u015fkan\u0131 Ursula von der Leyen de NATO Ankara Zirvesi’nde Ukrayna’n\u0131n hava savunmas\u0131 ihtiyac\u0131n\u0131 ele alacaklar\u0131n\u0131 belirtti.<\/p>\n
Bu geli\u015fmelerle \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,26 ve Fransa’da CAC 40 endeksi y\u00fczde 0,33 d\u00fc\u015ferken, Almanya’da DAX 40 endeksi y\u00fczde 0,15 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,27 y\u00fckseldi.<\/p>\n
Mevcut geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda artan petrol fiyatlar\u0131 ve yar\u0131 iletken sekt\u00f6r\u00fcne ili\u015fkin de\u011ferleme endi\u015feleriyle Asya borsalar\u0131nda sat\u0131c\u0131l\u0131 bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Yar\u0131 iletken sekt\u00f6r\u00fcnde Samsung Electronics, ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131. \u015eirket, faaliyet kar\u0131n\u0131n 89,4 trilyon wona (yakla\u015f\u0131k 58,5 milyar dolar) y\u00fckseldi\u011fini bildirdi.<\/p>\n
Buna kar\u015f\u0131n, b\u00fcy\u00fck \u00f6l\u00e7ekli veri merkezi yat\u0131r\u0131mlar\u0131n\u0131n yapay zeka altyap\u0131s\u0131nda ula\u015ft\u0131\u011f\u0131 seviyenin ard\u0131ndan b\u00fcy\u00fcme ivmesinin mevcut de\u011ferlemeleri destekleyip destekleyemeyece\u011fine y\u00f6nelik endi\u015feler yat\u0131r\u0131mc\u0131 i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131. S\u00f6z konusu endi\u015felerin etkisiyle Samsung Electronics hisselerinde sert de\u011fer kayb\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n
\u00d6te yandan b\u00f6lgede bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re Japonya’da Hanehalk\u0131 Harcamalar\u0131 (Y\u0131ll\u0131k) may\u0131sta y\u00fczde 0,4 ile beklentilerin alt\u0131nda azalma g\u00f6sterdi.<\/p>\n
Bu durum, \u00fclkede harcamalar\u0131n tahmin edildi\u011fi \u00f6l\u00e7\u00fcde yava\u015flamad\u0131\u011f\u0131na i\u015faret ederken, Japonya Merkez Bankas\u0131n\u0131n (BoJ) s\u0131k\u0131 duru\u015funu s\u00fcrd\u00fcrece\u011fine y\u00f6nelik beklentileri art\u0131rd\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 2,4, G\u00fcney Kore’de Kospi endeksi ise y\u00fczde 8 ve \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1,6 ve Hong Kong’da Hang Seng endeksi y\u00fczde 0,7 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 0,05 de\u011fer kazanc\u0131yla 14.424,54 puana y\u00fckseldi.<\/p>\n
Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 a\u011fustos vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,1 y\u00fckseldi.<\/p>\n
\u00d6te yandan NATO’nun 36. Liderler Zirvesi, bug\u00fcn Cumhurba\u015fkanl\u0131\u011f\u0131 K\u00fclliyesi’nde ba\u015fl\u0131yor. Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan’\u0131n ev sahipli\u011finde ger\u00e7ekle\u015fecek zirve iki g\u00fcn s\u00fcrecek. Zirveye ABD Ba\u015fkan\u0131 Donald Trump’\u0131n yan\u0131 s\u0131ra 31 m\u00fcttefik \u00fclkenin ve davetli \u00fclkelerin liderleri kat\u0131lacak.<\/p>\n
Dolar\/TL d\u00fcn\u00fc 46,8220’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 46,8370’ten i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn ba\u015flayacak NATO Zirvesi’nden gelecek haber ak\u0131\u015f\u0131n\u0131n piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olabilece\u011fini belirtti.<\/p>\n
Yurt i\u00e7inde hazine nakit dengesi, yurt d\u0131\u015f\u0131nda ise Almanya’da sanayi \u00fcretimi ve ABD’de d\u0131\u015f ticaret dengesinin takip edilece\u011fini ifade eden analistler, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.500 ve 14.600 puan\u0131n diren\u00e7, 14.400 ve 14.300 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/strong><\/p>\n 09.00<\/strong>\u00a0Almanya, may\u0131s ay\u0131 Sanayi \u00dcretimi<\/p>\n 15.30<\/strong>\u00a0ABD, may\u0131s ay\u0131 Ticaret Dengesi<\/p>\n 17.30<\/strong>\u00a0T\u00fcrkiye, haziran ay\u0131 Nakit B\u00fct\u00e7e Dengesi<\/p>\n","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalar, H\u00fcrm\u00fcz Bo\u011faz\u0131’nda ticari gemilerin hedef al\u0131nmas\u0131 sonucu Orta Do\u011fu’da uzla\u015f\u0131 ikliminin bozulabilece\u011fi endi\u015feleriyle kar\u0131\u015f\u0131k seyrediyor.<\/p>\n","protected":false},"author":6,"featured_media":36035,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[488,5065,272],"class_list":["post-36030","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-fed","tag-kuresel-piyasalar","tag-orta-dogu"],"yoast_head":"\n