Orta Do\u011fu’da yeniden t\u0131rmanan gerilim ve \u015firketlerin yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin endi\u015feler, Fed’in faiz karar\u0131 \u00f6ncesinde piyasalardaki belirsizli\u011fi art\u0131rd\u0131. ABD’li bir yetkili, \u0130ran taraf\u0131ndan \u00dcrd\u00fcn’deki ABD \u00fcss\u00fcne f\u0131rlat\u0131lan 4 balistik f\u00fczenin engellendi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131 (CENTCOM) ise ABD ve Suudi Arabistan silahl\u0131 kuvvetlerinin Irak’\u0131n do\u011fusunda \u0130ran destekli gruplara ait hedeflere hava sald\u0131r\u0131lar\u0131 d\u00fczenledi\u011fini duyurdu.<\/p>\n
\u0130ran Devrim Muhaf\u0131zlar\u0131 Ordusu, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7meye \u00e7al\u0131\u015fan ve uyar\u0131lar\u0131 dikkate almad\u0131\u011f\u0131n\u0131 \u00f6ne s\u00fcrd\u00fc\u011f\u00fc 3 petrol tankerini hedef ald\u0131klar\u0131n\u0131 bildirdi.<\/p>\n
B\u00f6lgede gerilimin t\u0131rmanmas\u0131 petrol fiyatlar\u0131n\u0131 tekarar y\u00fckseltirken, bu durum k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131n artmas\u0131na neden oldu.<\/p>\n
Analistler, \u00e7at\u0131\u015fmalar\u0131n tekrar ba\u015flamas\u0131n\u0131n taraflar\u0131n \u00e7\u00f6z\u00fcm \u00fcretmeden uzak oldu\u011funu g\u00f6sterdi\u011fini s\u00f6yledi.<\/p>\n
Di\u011fer taraftan ABD’nin yapay zeka geli\u015fimini korumak amac\u0131yla yeni \u00c7in yap\u0131m\u0131 insans\u0131 robotlar\u0131 yasaklad\u0131\u011f\u0131na dair haberler de ticari gerilimlerin artabilece\u011fine y\u00f6nelik endi\u015feleri \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n
Jeopolitik geli\u015fmelerin yan\u0131 s\u0131ra \u015firket bilan\u00e7olar\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunuyor. ABD’nin \u00f6nde gelen teknoloji \u015firketlerinin a\u00e7\u0131klayaca\u011f\u0131 bilan\u00e7olar\u0131n yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin ipucu vermesi bekleniyor.<\/p>\n
Fed’in faiz karar\u0131 bug\u00fcn piyasalar\u0131n oda\u011f\u0131nda bulunurken, bankan\u0131n politika faizini sabit b\u0131rakmas\u0131 bekleniyor. Haziran ay\u0131ndaki d\u00fc\u015f\u00fck t\u00fcketici ve \u00fcretici enflasyon verileri, Fed’e enerji sekt\u00f6r\u00fcndeki aksakl\u0131klar\u0131n ve enflasyonun yaz boyunca nas\u0131l geli\u015fece\u011fini de\u011ferlendirmek i\u00e7in zaman kazand\u0131r\u0131yor.<\/p>\n
Fed’in politika metninde ekonomik g\u00f6r\u00fcn\u00fcme y\u00f6nelik de\u011ferlendirmelerde belirgin bir de\u011fi\u015fiklik olup olmad\u0131\u011f\u0131 takip edilecek. Ayr\u0131ca bas\u0131n toplant\u0131s\u0131nda ileriye d\u00f6n\u00fck y\u00f6nlendirme yapmaktan uzak duran Fed Ba\u015fkan\u0131 Kevin Warsh\u2019un Fed g\u00f6rev gruplar\u0131 \u00e7al\u0131\u015fmalar\u0131 ve para politikas\u0131 duru\u015funa y\u00f6nelik aktaraca\u011f\u0131 bilgiler de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunacak.<\/p>\n
Para piyasalar\u0131 temmuz toplant\u0131s\u0131nda faizlerin sabit b\u0131rak\u0131laca\u011f\u0131n\u0131 fiyatlamas\u0131na kar\u015f\u0131n faiz art\u0131\u015f\u0131 ihtimali az da olsa masada yer al\u0131yor. Politika faizinin beklentiler dahilinde sabit b\u0131rak\u0131lmas\u0131 durumunda, eyl\u00fcl veya di\u011fer aylarda faiz art\u0131r\u0131m\u0131 olabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar gelirse bu durum piyasalar taraf\u0131ndan \u015fahin bir duru\u015fun korundu\u011fu \u015feklinde yorumlanabilir.<\/p>\n
\u00d6zellikle eyl\u00fcl ay\u0131na y\u00f6nelik s\u0131k\u0131 para politikas\u0131 mesaj\u0131 verilirse bu mesaj\u0131n dolar ve tahvil faizlerini desteklemesi bekleniyor. Di\u011fer taraftan s\u0131k\u0131 para politikas\u0131 mesaj\u0131 verilmemesi durumunda riskli varl\u0131klar\u0131n bundan pozitif etkilenebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Jeopolitik gerginliklerin tekrar artmas\u0131n\u0131n petrol arz\u0131na ili\u015fkin endi\u015feleri art\u0131rmas\u0131yla ekim vadeli Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 2,9 art\u0131\u015fla 84,5 dolarda seyrediyor.<\/p>\n
ABD’nin 10 y\u0131ll\u0131k tahvil faizi yatay seyirle y\u00fczde 4,61’de, dolar endeksi y\u00fczde 0,2 azal\u0131\u015fla 101,3 seviyesinde seyrediyor. Alt\u0131n\u0131n onsu da yatay seyirle 4 bin 28 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
New York borsas\u0131nda yar\u0131 iletken \u015firketlerinin hisselerindeki d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle kar\u0131\u015f\u0131k bir seyir izlendi. Yar\u0131 iletken \u015firketlerinden Micron Technology’nin hisseleri y\u00fczde 8,9, Advanced Micro Devices’\u0131n (AMD) hisseleri y\u00fczde 8,2 ve Applied Materials’\u0131n hisseleri y\u00fczde 7,8 de\u011fer kaybetti.<\/p>\n
\u00c7ip hisselerindeki sat\u0131\u015flar, bilan\u00e7olar\u0131n\u0131 a\u00e7\u0131klayan baz\u0131 \u015firketlerin hisselerindeki y\u00fckseli\u015fle dengelendi. Bu \u015firketlerden Coca-Cola’n\u0131n hisseleri, \u015firketin y\u0131ll\u0131k gelir ve kar tahminlerini yukar\u0131 y\u00f6nl\u00fc revize etmesinin ard\u0131ndan y\u00fczde 5 y\u00fckseldi.<\/p>\n
ABD’li u\u00e7ak \u00fcreticisi Boeing’in hisseleri, \u015firketin ikinci \u00e7eyrekte beklenenden daha b\u00fcy\u00fck zarar a\u00e7\u0131klamas\u0131na ra\u011fmen, beklentilerin \u00fczerinde ger\u00e7ekle\u015fen serbest nakit ak\u0131\u015f\u0131 sonras\u0131 y\u00fczde 4,8 de\u011fer kazand\u0131.<\/p>\n
Boya \u00fcreticisi Sherwin-Williams’\u0131n hisseleri de ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131n beklentileri a\u015fmas\u0131n\u0131n ard\u0131ndan y\u00fczde 8,3 y\u00fckseldi. Bu geli\u015fmelerle, Dow Jones endeksi y\u00fczde 1,03, S&P 500 endeksi y\u00fczde 0,21 y\u00fckselirken, Nasdaq endeksi y\u00fczde 0,22 geriledi. ABD’de endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
Avrupa borsalar\u0131nda bilan\u00e7o sezonuna ili\u015fkin iyimserlik devam ediyor. \u015eirketlerin bilan\u00e7olar\u0131n\u0131n genel olarak beklentilerden iyi gelmesi Avrupa piyasalar\u0131nda risk i\u015ftah\u0131n\u0131 destekleyen temel unsur olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Unilever ve Safran gibi Avrupa’n\u0131n \u00f6nde gelen \u015firketlerinin karlar\u0131n\u0131n beklentilerin olduk\u00e7a \u00fczerinde artmas\u0131 ve \u015firketlerin y\u0131l sonu bilan\u00e7o tahminlerini yukar\u0131 y\u00f6nl\u00fc revize etmesi, hisse bazl\u0131 hareketleri \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n
Bu geli\u015fmelerle Unilever’in hisseleri y\u00fczde 8, Safran’\u0131n hisseleri y\u00fczde 2,9 de\u011fer kazand\u0131. B\u00f6lgede \u00e7ip \u00fcreten \u015firketlerin hisselerinde ise d\u00fc\u015f\u00fc\u015f h\u0131zland\u0131. ASML’nin hisseleri y\u00fczde 2,9 geriledi.<\/p>\n
Mercedes-Benz de \u00c7in pazar\u0131ndaki zay\u0131fl\u0131\u011fa ra\u011fmen beklentilerin \u00fczerinde kar a\u00e7\u0131klad\u0131 ve hisseleri y\u00fczde 2,9 artt\u0131.<\/p>\n
Bu geli\u015fmelerle, \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,83, Almanya’da DAX 40 endeksi y\u00fczde 0,41 ve Fransa’da CAC 40 endeksi y\u00fczde 0,63 de\u011fer kazan\u0131rken, \u0130talya’da FTSE MIB 30 endeksi ise y\u00fczde 0,69 de\u011fer kaybetti.<\/p>\n
Avrupa’da endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
Asya borsalar\u0131, teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fmesiyle Hong Kong hari\u00e7 negatif seyrediyor.<\/p>\n
SK Hynix’in y\u0131l\u0131n ikinci \u00e7eyre\u011finde gelirleri y\u0131ll\u0131k bazda y\u00fczde 257 artarak 79,3 trilyon wona, operasyonel kar\u0131 y\u00fczde 557 artarak 60,5 trilyon wona \u00e7\u0131kmas\u0131na kar\u015f\u0131n bilan\u00e7osunun beklentileri kar\u015f\u0131layamamas\u0131n\u0131n ard\u0131ndan \u015firketin hisseleri y\u00fczde 17,7 d\u00fc\u015ft\u00fc.<\/p>\n
\u015eirketin bilan\u00e7osunun beklentileri kar\u015f\u0131layamamas\u0131 yapay zeka talebinin h\u0131z kaybedebilece\u011fine y\u00f6nelik endi\u015feleri art\u0131rd\u0131. Japon teknoloji \u015firketleri SoftBank Group’un hisseleri y\u00fczde 8, Tokyo Electron’un hisseleri y\u00fczde 11,2, Kioxia’n\u0131n hisseleri y\u00fczde 10,3 de\u011fer kaybetti.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 2,9, G\u00fcney Kore’de Kospi endeksi y\u00fczde 11,3, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,5 de\u011fer kaybederken, 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 0,63 de\u011fer kaybederek 13.687,86 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 0,4 y\u00fckseldi.<\/p>\n
Dolar\/TL d\u00fcn g\u00fcn\u00fc y\u00fczde 0,1 art\u0131\u015fla 47,3790’dan tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 47,3940’tan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde veri g\u00fcndeminin sakin oldu\u011funu ve yurt d\u0131\u015f\u0131nda ise Fed’in faiz karar\u0131n\u0131n takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 13.600 ve 13.500 puan\u0131n destek, 13.800 ve 13.900 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
14.00 ABD, haftal\u0131k mortgage ba\u015fvurular\u0131<\/p>\n
21.00 ABD’de Fed’in Faiz Karar\u0131<\/p>\n
21.30 ABD’de Fed Ba\u015fkan\u0131 Kevin Warsh’\u0131n Bas\u0131n Toplant\u0131s\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalarda \u00e7ip \u00fcreten \u015firketlerin hisselerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n derinle\u015fmesi ve jeopolitik gerilimlerin yeniden artmas\u0131yla risk i\u015ftah\u0131 azal\u0131rken, g\u00f6zler bug\u00fcn ABD Merkez Bankas\u0131n\u0131n (Fed) faiz karar\u0131na \u00e7evrildi.<\/p>\n","protected":false},"author":6,"featured_media":40256,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[488,5065,690],"class_list":["post-40255","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-fed","tag-kuresel-piyasalar","tag-merkez-bankasi"],"yoast_head":"\n