Orta Do\u011fu’daki jeopolitik riskler devam ederken teknoloji ve yapay zeka alan\u0131ndaki olumlu geli\u015fmeler risk i\u015ftah\u0131n\u0131 destekliyor. ABD’li \u00e7ip \u00fcreticisi Micron Technology’nin 2035 y\u0131l\u0131na kadar \u00fclkede 250 milyar dolar\u0131n \u00fczerindeki yat\u0131r\u0131m plan\u0131 ve G\u00fcney Koreli yar\u0131 iletken \u00fcreticisi SK Hynix’in ABD piyasalar\u0131nda i\u015fleme ba\u015flayacak olmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n teknoloji sekt\u00f6r\u00fcne y\u00f6nelik iyimserliklerini tazeledi.<\/p>\n
Analistler, \u00e7ip \u015firketlerine ili\u015fkin b\u00fcy\u00fcme beklentilerinin canl\u0131l\u0131\u011f\u0131n\u0131 korudu\u011funu belirterek, yat\u0131r\u0131mc\u0131lar\u0131n Orta Do\u011fu’daki jeopolitik risklerden \u00e7ok teknoloji sekt\u00f6r\u00fcndeki olumlu geli\u015fmelere odakland\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 gelecek hafta h\u0131zlanacak bilan\u00e7o sezonunda \u00f6nemli \u015firket ve bankalar\u0131n finansal sonu\u00e7lar\u0131na kay\u0131yor. Jeopolitik tarafta ABD ile \u0130ran aras\u0131ndaki ate\u015fkes s\u00fcreci hassas dengede s\u00fcrerken petrol fiyatlar\u0131 d\u00fcn b\u00f6lgedeki gerginliklerin yat\u0131\u015fmas\u0131yla geriledi. Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 3,8 d\u00fc\u015f\u00fc\u015fle 75,9 dolara \u00e7ekildi. H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en tanker say\u0131s\u0131ndaki s\u0131n\u0131rl\u0131 y\u00fckseli\u015f petrol tedarikine ili\u015fkin endi\u015felerin bir miktar azalmas\u0131na katk\u0131 sa\u011flad\u0131.<\/p>\n
Analistler, k\u00fcresel \u00f6l\u00e7ekte enflasyonist bask\u0131lar\u0131n yeniden g\u00fc\u00e7 kazanmas\u0131n\u0131n talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc zay\u0131flatabilece\u011fi beklentisi ve baz\u0131 petrol \u00fcreticilerinin resmi sat\u0131\u015f fiyatlar\u0131n\u0131n alt\u0131nda sat\u0131\u015f ger\u00e7ekle\u015ftirdi\u011fine y\u00f6nelik i\u015faretlerin de arz kaynakl\u0131 fiyat art\u0131\u015f\u0131 risklerini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Makroekonomik tarafta ABD’de i\u015f g\u00fcc\u00fc piyasas\u0131na ili\u015fkin veriler \u00fclkede ekonomik aktivitenin gidi\u015fat\u0131na y\u00f6nelik bilgi sa\u011flarken, ABD’de ilk kez i\u015fsizlik maa\u015f\u0131na ba\u015fvuranlar\u0131n say\u0131s\u0131 4 Temmuz ile biten haftada 215 bine gerileyerek, piyasa beklentilerinin alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
\u00d6te yandan ABD Merkez Bankas\u0131 (Fed), para politikas\u0131n\u0131n y\u00fcr\u00fct\u00fclmesini geli\u015ftirmek amac\u0131yla olu\u015fturulan 5 \u00e7al\u0131\u015fma grubunun liderini ve hedeflerini duyurdu.<\/p>\n
Fed’den yap\u0131lan a\u00e7\u0131klamaya g\u00f6re, \u00e7al\u0131\u015fma gruplar\u0131, para politikas\u0131n\u0131n genel i\u015fleyi\u015fi a\u00e7\u0131s\u0131ndan merkezi \u00f6neme sahip alanlar\u0131 inceleyecek. Fed Ba\u015fkan\u0131 Kevin Warsh, konuya ili\u015fkin a\u00e7\u0131klamas\u0131nda, bankan\u0131n fiyat istikrar\u0131 ve maksimum istihdam\u0131 sa\u011flama kararl\u0131l\u0131\u011f\u0131n\u0131n sars\u0131lmaz oldu\u011funu vurgulad\u0131.<\/p>\n
ABD ekonomisinin son nesil boyunca \u00f6nemli \u00f6l\u00e7\u00fcde de\u011fi\u015fti\u011fini ve bu de\u011fi\u015fimin hi\u00e7bir zaman \u015fu anda oldu\u011fu kadar belirgin olmad\u0131\u011f\u0131n\u0131 belirten Warsh, her \u00e7al\u0131\u015fma grubunun, politika yap\u0131c\u0131lar\u0131n kulland\u0131\u011f\u0131 ara\u00e7 ve y\u00f6ntemlerin, analitik ara\u00e7lar\u0131n ve politika yakla\u015f\u0131mlar\u0131n\u0131n iyile\u015ftirilip iyile\u015ftirilemeyece\u011fini titizlikle de\u011ferlendirece\u011fini kaydetti.<\/p>\n
Warsh, “Hedef \u00e7ok net; Fed’in bu kritik d\u00f6nemde hedeflerimize ula\u015fmak i\u00e7in en iyi konumda olmas\u0131n\u0131 sa\u011flamak.” dedi.<\/p>\n
Bu geli\u015fmelerle temel g\u00f6stergelerde dengelenme e\u011filimi izleniyor. ABD’nin 10 y\u0131ll\u0131k tahvil 2 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 4,54’e inerken dolar endeksi y\u00fczde 0,2 azal\u0131\u015fla 100,7 seviyesinde bulunuyor.<\/p>\n
Orta Do\u011fu gerilimlerinin g\u00f6rece azalmas\u0131n\u0131n enflasyon ve para politikalar\u0131na y\u00f6nelik etkileriyle alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn y\u00fczde 1,1 y\u00fckseli\u015fle 4 bin 123 dolardan g\u00fcn\u00fc tamamlarken yeni i\u015flem g\u00fcn\u00fcnde y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 4 bin 118 dolardan al\u0131c\u0131 buluyor. Brent petrol\u00fcn varil fiyat\u0131 ise y\u00fczde 0,7 art\u0131\u015fla 76,5 dolarda i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Kurumsal tarafta, yat\u0131r\u0131m planlar\u0131n\u0131 a\u00e7\u0131klayan Micron Technology’nin hisseleri, y\u00fczde 4,5 de\u011fer kazand\u0131. \u015eirketin hisselerindeki art\u0131\u015f, baz\u0131 di\u011fer \u00e7ip \u015firketlerinin hisselerini de yukar\u0131 ta\u015f\u0131d\u0131.<\/p>\n
S\u00f6z konusu geli\u015fmelerle S&P 500 endeksi y\u00fczde 0,81, Nasdaq endeksi y\u00fczde 1,3 ve Dow Jones endeksi y\u00fczde 0,27 y\u00fckseldi. ABD’de endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131 \u00f6nceki g\u00fcnk\u00fc sert sat\u0131\u015flar\u0131n ard\u0131ndan toparlanma \u00e7abas\u0131 g\u00f6r\u00fcld\u00fc. Orta Do\u011fu’daki geli\u015fmeler b\u00f6lgede yak\u0131ndan takip edilirken teknoloji taraf\u0131ndaki yat\u0131r\u0131mlarla \u00f6zellikle \u00e7ip hisseleri y\u00fckseldi.<\/p>\n
Yapay zeka ve ileri teknoloji \u00e7ip yat\u0131r\u0131mlar\u0131 i\u00e7in \u00f6nc\u00fc g\u00f6sterge niteli\u011findeki Hollanda merkezli yar\u0131 iletken \u00fcretim ekipmanlar\u0131 tedarik\u00e7isi ASML’nin hisseleri y\u00fczde 4,8, Avrupa’n\u0131n en b\u00fcy\u00fck \u00e7ip \u00fcreticilerinden Almanya merkezli Infineon Technologies’in hisseleri y\u00fczde 4,3 artt\u0131.<\/p>\n
Makroekonomik veri taraf\u0131nda Almanya’n\u0131n ihracat\u0131 may\u0131sta bir \u00f6nceki aya k\u0131yasla y\u00fczde 0,9, ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na k\u0131yasla y\u00fczde 6,1 artt\u0131. Almanya may\u0131s ay\u0131nda 19,1 milyar avro d\u0131\u015f ticaret fazlas\u0131 verdi.<\/p>\n
Avrupa Birli\u011fi (AB), \u00c7in’den ithal edilen otomobil, kamyonet ve otob\u00fcs lastiklerine y\u00fczde 45,3’e varan oranda anti-damping vergisi uygulamaya ba\u015flad\u0131.<\/p>\n
AB Komisyonu, ABD ile \u0130ran aras\u0131nda ya\u015fanan askeri gerilimin enerji piyasalar\u0131nda belirsizli\u011fi art\u0131rd\u0131\u011f\u0131n\u0131 ancak \u015fu a\u015famada enerji arz g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan bir sorun bulunmad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
Bu geli\u015fmelerle \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,16 d\u00fc\u015ferken Fransa’da CAC 40 endeksi y\u00fczde 0,9, Almanya’da DAX 40 endeksi y\u00fczde 0,89 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 1,09 y\u00fckseldi. Avrupa’da endeks vadeli kontratlar g\u00fcne pozitif ba\u015flad\u0131.<\/p>\n
ABD ve Avrupa’da yar\u0131 iletken \u00f6nc\u00fcl\u00fc\u011f\u00fcnde artan risk i\u015ftah\u0131 yeni i\u015flem g\u00fcn\u00fcnde Asya taraf\u0131na da ta\u015f\u0131nd\u0131.<\/p>\n
B\u00f6lgede yar\u0131 iletken sekt\u00f6r\u00fcndeki y\u00fckseli\u015fler dikkati \u00e7ekerken, bug\u00fcn ABD piyasalar\u0131nda i\u015flem g\u00f6rmeye haz\u0131rlanan SK Hynix’in hisseleri y\u00fczde 3,7 artt\u0131.<\/p>\n
\u00d6te yandan Japonya Maliye Bakan\u0131 Satsuki Katayama d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, h\u00fck\u00fcmetin Devlet Emeklilik Yat\u0131r\u0131m Fonu (GPIF) dahil olmak \u00fczere emeklilik fonlar\u0131n\u0131 yerli finansal varl\u0131klardaki paylar\u0131n\u0131 art\u0131rmaya te\u015fvik etmenin yollar\u0131n\u0131 ara\u015ft\u0131rmak istedi\u011fini belirtti.<\/p>\n
Bu geli\u015fmenin ard\u0131ndan Japon yeni, dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7lendi. Dolar\/yen paritesi y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015fle 161,5 seviyesine inse de parite 40 y\u0131l\u0131n en y\u00fcksek seviyelerine yak\u0131n seyretmeye devam ediyor.<\/p>\n
Japonya’da bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re \u00fclkede \u00dcretici Fiyat Endeksi (\u00dcFE) haziranda ayl\u0131k bazda y\u00fczde 0,4 ile beklentilere paralel artarken endeksteki art\u0131\u015f y\u0131ll\u0131k bazda y\u00fczde 7,1 ile \u00f6ng\u00f6r\u00fcleri a\u015ft\u0131. Veriler, \u00fclkede maliyet kaynakl\u0131 enflasyon bask\u0131lar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 1,5, G\u00fcney Kore’de Kospi endeksi y\u00fczde 4,4, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,6 ve Hong Kong’da Hang Seng endeksi y\u00fczde 1,4 y\u00fckseldi.<\/p>\n
D\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,60 de\u011fer kayb\u0131yla 14.105,44 puandan tamamlad\u0131.<\/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 0,3 y\u00fckseldi.<\/p>\n
Dolar\/TL d\u00fcn\u00fc 46,9220’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 46,9750’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde sanayi \u00fcretimi, yurt d\u0131\u015f\u0131nda ise Almanya’da enflasyon verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.100 ve 14.000 puan\u0131n destek, 14.200 ve 14.300 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
09.00 Almanya, haziran ay\u0131 T\u00fcketici Fiyat Endeksi<\/p>\n
10.00 T\u00fcrkiye, may\u0131s ay\u0131 Sanayi \u00dcretimi<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda, Orta Do\u011fu kaynakl\u0131 jeopolitik endi\u015felerin k\u0131smen hafiflemesi ve yar\u0131 iletken sekt\u00f6r\u00fcne ili\u015fkin olumlu beklentilerin g\u00fc\u00e7lenmesiyle yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131 teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde artt\u0131.<\/p>\n","protected":false},"author":6,"featured_media":36700,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[488,5065,272],"class_list":["post-36699","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-fed","tag-kuresel-piyasalar","tag-orta-dogu"],"yoast_head":"\n