Jeopolitik risklerden kaynakl\u0131 fiyatlamalar yeni haftada da piyasalar \u00fczerindeki etkisini s\u00fcrd\u00fcr\u00fcyor. ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131 (CENTCOM), H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en ticari bir gemiye ate\u015f a\u00e7an \u0130ran’a kar\u015f\u0131 bu hafta \u00fc\u00e7\u00fcnc\u00fc sald\u0131r\u0131 turunu ba\u015flatt\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
CENTCOM daha sonra \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki ticari gemilere y\u00f6nelik “sald\u0131rma kapasitesini zay\u0131flatmak” amac\u0131yla yeni sald\u0131r\u0131lar ba\u015flatt\u0131\u011f\u0131n\u0131 duyurdu. ABD’nin \u0130ran’a sald\u0131r\u0131lar\u0131n\u0131 yo\u011funla\u015ft\u0131rmas\u0131ndan dolay\u0131 yeni haftada Orta Do\u011fu’da artan jeopolitik gerilimler k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131n y\u00fcksek seyretmesine neden oluyor.<\/p>\n
\u0130ran, ABD’nin askeri sald\u0131r\u0131lar\u0131na misilleme olarak K\u00f6rfez \u00fclkelerine sald\u0131r\u0131lar\u0131n\u0131 art\u0131rd\u0131. S\u00f6z konusu geli\u015fmelerle petrol fiyatlar\u0131nda y\u00fckseli\u015fler g\u00f6r\u00fcld\u00fc. Tahvil piyasas\u0131nda sat\u0131\u015f bask\u0131s\u0131 artarken borsalarda da d\u00fc\u015f\u00fc\u015f e\u011filimi \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Hafta boyunca H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki son durum, \u00e7at\u0131\u015fmalar\u0131n seyri ve petrol fiyatlar\u0131 piyasalar\u0131n oda\u011f\u0131nda olacak.<\/p>\n
Bu geli\u015fmelerle, para piyasalar\u0131ndaki fiyatlamalarda ABD Merkez Bankas\u0131n\u0131n (Fed) eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131na gitmesine kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor. \u00d6te yandan, Fed Kongre i\u00e7in haz\u0131rlad\u0131\u011f\u0131 Para Politikas\u0131 Raporu’nda, “Genel hatlar\u0131yla, k\u0131smen Orta Do\u011fu’daki \u00e7at\u0131\u015fmalardan kaynaklanan y\u00fcksek belirsizli\u011fe ra\u011fmen ekonomik faaliyet sa\u011flam bir h\u0131zda geni\u015flemektedir.” ifadelerine yer verildi.<\/p>\n
Fed, raporda g\u00fcmr\u00fck vergisi art\u0131\u015flar\u0131, Orta Do\u011fu’da \u00e7at\u0131\u015fmalarla f\u0131rlayan enerji maliyetleri ve yapay zeka odakl\u0131 talep art\u0131\u015f\u0131n\u0131n enflasyondaki y\u00fckseli\u015fte \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
Bu hafta Fed Ba\u015fkan\u0131 Kevin Warsh’un Temsilciler Meclisi ve Senato’da yapaca\u011f\u0131 sunum, ABD’de a\u00e7\u0131klanacak enflasyon verisi piyasalar\u0131n oda\u011f\u0131nda bulunuyor.<\/p>\n
Jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra yat\u0131r\u0131mc\u0131lar bilan\u00e7o sezonuna da odaklan\u0131rken, \u015firketlerin g\u00fc\u00e7l\u00fc bilan\u00e7olar a\u00e7\u0131klamas\u0131 durumunda bunun piyasalardaki risk i\u015ftah\u0131n\u0131 art\u0131rmas\u0131 bekleniyor. \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapanmas\u0131n\u0131 duyurmas\u0131 ve Bo\u011faz’dan ge\u00e7en gemilere m\u00fcdahalede bulunmas\u0131n\u0131n ard\u0131ndan Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 4,1 art\u0131\u015fla 79,1 dolarda seyrediyor.<\/p>\n
Y\u00fckselen petrol fiyatlar\u0131n\u0131n enflasyon korkular\u0131n\u0131 k\u00f6r\u00fcklemesiyle merkez bankalar\u0131na y\u00f6nelik \u015fahin duru\u015f beklentilerinin peki\u015fmesi tahvil faizlerini ve dolara endeksini y\u00fckseltirken, alt\u0131n fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturuyor.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi 3 baz puan art\u0131\u015fla y\u00fczde 4,59’a y\u00fckseldi. Dolar endeksi y\u00fczde 0,1 art\u0131\u015fla 101,1 seviyesine \u00e7\u0131karken, alt\u0131n\u0131n onsu y\u00fczde 1,3 azal\u0131\u015fla 4 bin 55 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Nasdaq borsas\u0131nda i\u015flem g\u00f6rmeye ba\u015flayan SK Hynix’in hisseleri 170 dolardan a\u00e7\u0131l\u0131\u015f yapt\u0131. \u015eirketin hisseleri, Wall Street’teki ilk g\u00fcn\u00fcnde, 149 dolarl\u0131k listelenme fiyat\u0131na g\u00f6re yakla\u015f\u0131k y\u00fczde 13 de\u011fer kazand\u0131.<\/p>\n
Hisseleri y\u00fczde 4 y\u00fckselen Nvidia ile y\u00fczde 6 artan Meta da piyasalardaki olumlu seyre katk\u0131 yapt\u0131.<\/p>\n
Bu geli\u015fmelerle, Dow Jones endeksi y\u00fczde 0,29, S&P 500 endeksi y\u00fczde 0,42 ve Nasdaq endeksi y\u00fczde 0,29 de\u011fer kazand\u0131. ABD’de endeks vadeli kontratlar g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda ABD ile \u0130ran’\u0131n teknik g\u00f6r\u00fc\u015fmelere ba\u015flad\u0131\u011f\u0131na dair haber ak\u0131\u015f\u0131yla cuma g\u00fcn\u00fc iyimserlik \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
ABD’li \u00f6zel sermaye \u015firketi Apollo’nun \u0130ngiltere’nin d\u00fc\u015f\u00fck maliyetli hava yolu \u015firketi easyJet’i sat\u0131n almak i\u00e7in 5,7 milyar sterlin teklif vermesinin ard\u0131ndan easyJet’in hisseleri y\u00fczde 14,3 y\u00fckseldi.<\/p>\n
\u00d6te yandan 23 Temmuz’da Avrupa Merkez Bankas\u0131n\u0131n (ECB) faiz karar\u0131 toplant\u0131s\u0131nda faiz art\u0131r\u0131m\u0131na gitmesi beklenmiyor ancak eyl\u00fcl toplant\u0131s\u0131 i\u00e7in Bankan\u0131n faiz art\u0131r\u0131m\u0131na gidece\u011fine y\u00f6nelik \u00f6ng\u00f6r\u00fcler \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Makroekonomik veri taraf\u0131nda Almanya’da y\u0131ll\u0131k enflasyon, enerji fiyatlar\u0131ndaki art\u0131\u015f h\u0131z\u0131n\u0131n yava\u015flamas\u0131n\u0131n etkisiyle haziranda y\u00fczde 2,3’e geriledi.<\/p>\n
Bu geli\u015fmelerle, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,24, Fransa’da CAC 40 endeksi y\u00fczde 0,15 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,44 de\u011fer kazan\u0131rken, Almanya’da DAX 40 endeksi ise y\u00fczde 0,2 de\u011fer kaybetti. Avrupa’da endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
Asya piyasalar\u0131nda artan jeopolitik riskler ve teknoloji \u015firketlerinde tekrar sert d\u00fc\u015f\u00fc\u015flerin g\u00f6r\u00fclmesiyle yeni haftada sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
G\u00fcney Kore borsas\u0131nda i\u015flem g\u00f6ren SK Hynix’in hisseleri y\u00fczde 13,4, Samsung Electronics’in hisseleri y\u00fczde 9,2 geriledi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 2,1, G\u00fcney Kore’de Kospi endeksi y\u00fczde 8, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 1,5 ve Hong Kong’da Hang Seng endeksi y\u00fczde 0,1 geriledi.<\/p>\n
Cuma g\u00fcn\u00fc al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,53 de\u011fer kazanc\u0131yla 14.321,19 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 cuma g\u00fcn\u00fc ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 0,1 y\u00fckseldi.<\/p>\n
Dolar\/TL cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0,1 art\u0131\u015fla 46,9720’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 0,1 \u00fczerinde 47,0000’den i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde \u00f6demeler dengesi ve perakende sat\u0131\u015flar, yurt d\u0131\u015f\u0131nda ise ABD’de federal b\u00fct\u00e7e dengesinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.400 ve 14.500 puan\u0131n diren\u00e7, 14.200 ve 14.100 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n
AA Finans \u00d6demeler Dengesi Beklenti Anketi’ne kat\u0131lan ekonomistler, cari i\u015flemler hesab\u0131n\u0131n may\u0131sta 1 milyar 127,5 milyon dolar a\u00e7\u0131k verece\u011fini tahmin etti. Ekonomistler, cari i\u015flemler hesab\u0131n\u0131n bu y\u0131l ise 52 milyar 255 milyon dolar a\u00e7\u0131k verece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n
Di\u011fer taraftan Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings’in beklenen T\u00fcrkiye de\u011ferlendirmesi de bu hafta yurt i\u00e7i piyasalar\u0131n oda\u011f\u0131nda yer alacak.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
10.00 T\u00fcrkiye, may\u0131s ay\u0131 perakende sat\u0131\u015flar<\/p>\n
10.00 T\u00fcrkiye, may\u0131s ay\u0131 \u00f6demeler dengesi<\/p>\n
21.00 ABD, haziran ay\u0131 federal b\u00fct\u00e7e dengesi<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, ABD’nin \u0130ran’a sald\u0131r\u0131lar\u0131n\u0131 yo\u011funla\u015ft\u0131rmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 risklerin devam etmesinden dolay\u0131 artan jeopolitik gerilimlerle haftaya sat\u0131\u015f bask\u0131s\u0131yla ba\u015flad\u0131.<\/p>\n","protected":false},"author":6,"featured_media":37273,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[575,488,5065],"class_list":["post-37272","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-fed","tag-kuresel-piyasalar"],"yoast_head":"\n