Orta Do\u011fu’da artan gerilim t\u00fcm d\u00fcnyada risk alg\u0131s\u0131n\u0131n y\u00fckselmesinde etkili olurken, ABD’nin \u0130ran’a do\u011frudan askeri m\u00fcdahalesinin ard\u0131ndan, k\u00fcresel piyasalar haftaya kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131.
\u0130ran ve \u0130srail aras\u0131nda devam eden \u00e7at\u0131\u015fmalar yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olmaya devam ederken, hafta sonu ABD, \u0130ran’da bulunan Fordo, Natanz ve \u0130sfahan olmak \u00fczere \u00fc\u00e7 n\u00fckleer tesise hava sald\u0131r\u0131s\u0131 d\u00fczenledi.<\/p>\n\n\n\n
ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran’\u0131n kilit n\u00fckleer zenginle\u015ftirme tesislerinin tamamen yok edildi\u011fini belirterek, \u0130ran’\u0131n bar\u0131\u015f yapmak zorunda oldu\u011funu aksi halde sonraki sald\u0131r\u0131lar\u0131n \u00e7ok daha a\u011f\u0131r olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n\n\n\n
ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance de Washington y\u00f6netiminin Tahran ile \u00e7at\u0131\u015fmay\u0131 s\u00fcrd\u00fcrme de\u011fil diplomatik \u00e7\u00f6z\u00fcm aray\u0131\u015f\u0131nda oldu\u011fu bildirdi.<\/p>\n\n\n\n
Analistler, Orta Do\u011fu’da artan gerilimin ba\u015fta enerji arz\u0131 olmak k\u00fcresel ekonomik riskleri art\u0131rd\u0131\u011f\u0131n\u0131 belirterek, b\u00f6lgeden gelen haber ak\u0131\u015f\u0131n\u0131n yak\u0131ndan takip edildi\u011fini s\u00f6yledi.<\/p>\n\n\n\n
H\u00dcRM\u00dcZ BO\u011eAZI P\u0130YASALARIN ODA\u011eINA YERLE\u015eT\u0130<\/strong><\/p>\n\n\n\n Orta Do\u011fu’daki petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz (LNG) \u00fcretiminin Umman Denizi ve Hint Okyanusu \u00fczerinden d\u00fcnya pazarlar\u0131na ta\u015f\u0131nmas\u0131n\u0131 sa\u011flayan H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n ABD’nin \u0130ran’a y\u00f6nelik hava sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan kapatabilece\u011fine y\u00f6nelik endi\u015feler tekrar g\u00fc\u00e7 kazand\u0131.<\/p>\n\n\n\n D\u00fcnyada deniz yoluyla ta\u015f\u0131nan ham petrol\u00fcn yakla\u015f\u0131k 3’te 1’i H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7erken, LNG ticaretinin y\u00fczde 20’si de bu su yolundan s\u00fcrd\u00fcr\u00fcl\u00fcyor. B\u00f6lgeden sevk edilen petrol\u00fcn \u00f6nemli al\u0131c\u0131lar\u0131 ise Asya \u00fclkeleri olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n\n\n\n \u0130ran’daki yetkililerin konuya ili\u015fkin a\u00e7\u0131klamalar\u0131 yak\u0131ndan takip edilirken, \u0130ran Meclisi Ulusal G\u00fcvenlik Komisyonu \u00dcyesi \u0130smail Kevseri, Meclisin, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapat\u0131lmas\u0131 gerekti\u011fi sonucuna vard\u0131\u011f\u0131n\u0131 ancak nihai karar\u0131n Milli G\u00fcvenlik Y\u00fcksek Konseyi uhdesinde oldu\u011funu belirtti.<\/p>\n\n\n\n Analistler, 1970’lerdeki petrol krizine benzer bir arz krizinin ortaya \u00e7\u0131kmas\u0131n\u0131n k\u00fcresel ekonomide derin sorunlara yol a\u00e7abilece\u011fini aktard\u0131.<\/p>\n\n\n\n PETROL Y\u00dcKSEL\u0130RKEN, ABD’DE ENDEKS VADEL\u0130 KONTRATLAR HAFTAYA NEGAT\u0130F BA\u015eLADI<\/strong><\/p>\n\n\n\n Cuma g\u00fcn\u00fc New York Borsas\u0131’nda Nasdaq endeksi y\u00fczde 0,51 ve S&P 500 endeksi y\u00fczde 0,22 d\u00fc\u015ferken, Dow Jones endeksi y\u00fczde 0,08 y\u00fckseldi. ABD’de endeks vadeli kontratlar ise hafta sonu Orta Do\u011fu’daki geli\u015fmelerin ard\u0131ndan yeni haftaya negatif bir seyirle ba\u015flad\u0131.<\/p>\n\n\n\n Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n etkisiyle ortaya \u00e7\u0131kan enerji arz endi\u015feleri etkili olmay\u0131 s\u00fcrd\u00fcr\u00fcrken, Brent petrol\u00fcn varil fiyat\u0131 yeni haftaya y\u00fczde 1,2 y\u00fckseli\u015fle 76,8 dolardan ba\u015flad\u0131. Ayn\u0131 dakikalarda Bat\u0131 Teksas t\u00fcr\u00fc (WTI) ham petrol\u00fcn varili de y\u00fczde 1,3 primle 74,7 dolardan ba\u015flad\u0131.<\/p>\n\n\n\n Tahvil piyasalar\u0131nda ise sat\u0131c\u0131l\u0131 bir seyir \u00f6ne \u00e7\u0131karken, ABD’nin 10 y\u0131ll\u0131k tahvil faizi yeni haftaya 2 baz puan y\u00fckseli\u015fle y\u00fczde 4,40 seviyesinde ba\u015flad\u0131. Alt\u0131n\u0131n ons fiyat\u0131 ise ABD’nin diplomatik \u00e7\u00f6z\u00fcm mesajlar\u0131n\u0131n etkisiyle erken saatlerdeki kazanc\u0131n\u0131 silerek \u015fu s\u0131ralarda y\u00fczde 0,8 azal\u0131\u015fla 3 bin 358 dolardan sat\u0131l\u0131yor.<\/p>\n\n\n\n Para birimleri taraf\u0131nda dolar\u0131n geli\u015fmi\u015f \u00fclke para birimlerine g\u00f6re de\u011fer kazanc\u0131 \u00f6ne \u00e7\u0131karken, dolar endeksi, \u015fu s\u0131ralarda y\u00fczde 0,4 y\u00fckseli\u015fle 99,1 seviyesinde bulunuyor.<\/p>\n\n\n\n AVRUPA’DA PMI VER\u0130LER\u0130 TAK\u0130P ED\u0130LECEK<\/strong><\/p>\n\n\n\n Avrupa borsalar\u0131nda cuma g\u00fcn\u00fc \u0130ngiltere hari\u00e7 pozitif bir seyir \u00f6ne \u00e7\u0131karken, jeopolitik gerilimler b\u00f6lgenin oda\u011f\u0131nda bulunuyor. Avrupa piyasalar\u0131nda, endeks vadeli kontratlar yeni haftaya negatif ba\u015flad\u0131.<\/p>\n\n\n\n \u0130malat sanayi aktivitesi ve b\u00fcy\u00fcme taraf\u0131nda sorunlar\u0131n hala devam etti\u011fi Avrupa ekonomisinde enerji arz\u0131ndaki sorunlar\u0131n maliyetleri art\u0131rabilece\u011fi endi\u015fesiyle H\u00fcrm\u00fcz Bo\u011faz’\u0131ndan gelecek haber ak\u0131\u015f\u0131 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip ediliyor.<\/p>\n\n\n\n Makroekonomik veri taraf\u0131nda ise bug\u00fcn b\u00f6lge genelinde a\u00e7\u0131klanacak imalat sanayi ve hizmet sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verileri takip edilecek.<\/p>\n\n\n\n Analistler, Avro B\u00f6lgesi’nde son a\u00e7\u0131klanan ve beklentilerin \u00fczerinde gelen b\u00fcy\u00fcme verilerinin b\u00f6lgedeki resesyon endi\u015felerini s\u0131n\u0131rl\u0131 da olsa bask\u0131lad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n\n\n\n Cuma g\u00fcn\u00fc \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,20 de\u011fer kaybederken, Fransa’da CAC 40 endeksi y\u00fczde 0,48, Almanya’da DAX 40 y\u00fczde 1,27 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,74 de\u011fer kazand\u0131.<\/p>\n\n\n\n ASYA BORSALARI KARI\u015eIK SEYRED\u0130YOR<\/strong><\/p>\n\n\n\n Asya taraf\u0131nda kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, Orta Do\u011fu’daki devam eden gerilim b\u00f6lge pay piyasalar\u0131 \u00fczerinde etkili oluyor.<\/p>\n\n\n\n H\u00fcrm\u00fcz Bo\u011faz’\u0131ndan yap\u0131lan enerji sevkiyat\u0131n\u0131n ciddi bir b\u00f6l\u00fcm\u00fcn\u00fcn ula\u015ft\u0131\u011f\u0131 Asya \u00fclkelerinde b\u00f6lgedeki geli\u015fmelere y\u00f6nelik haber ak\u0131\u015f\u0131 yak\u0131ndan takip ediliyor.<\/p>\n\n\n\n \u0130ran’\u0131n olas\u0131 bir bo\u011faz kapatma giri\u015fiminde, bo\u011faz\u0131 tamamen kapatmak yerine baz\u0131 \u00fclkelerin tanker gemilerine y\u00f6nelik yapt\u0131r\u0131m uygulayabilece\u011fi ve \u00c7inli tankerlerin olas\u0131 yapt\u0131r\u0131mlardan daha az etkilenece\u011fine y\u00f6nelik iyimserlikler \u00c7in endekslerini destekliyor.<\/p>\n\n\n\n B\u00f6lgedeki makroekonomik veri ak\u0131\u015f\u0131 da takip edilirken, bug\u00fcn a\u00e7\u0131klanan verilere g\u00f6re Japonya’da haziran ay\u0131na ili\u015fkin imalat sanayi PMI 50,4 ile ge\u00e7en aya g\u00f6re g\u00fc\u00e7lenmeye i\u015faret ederken, hizmet sekt\u00f6r\u00fc PMI’da 51,5 ile g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n\n\n\n Bu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,2 ve G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,3 d\u00fc\u015ferken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 ve Hong Kong’da Hang Seng endeksi y\u00fczde 0,3 y\u00fckseldi.<\/p>\n\n\n\n BIST 100 ENDEKS\u0130 ALI\u015e A\u011eIRLIKLI SEYRETT\u0130<\/strong><\/p>\n\n\n\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 1,11 de\u011fer kazanarak 9.203,37 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise cuma ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,4 \u00fczerinde 10.306,00 puanda i\u015flem g\u00f6rd\u00fc.<\/p>\n\n\n\n Dolar\/TL, cuma g\u00fcn\u00fc y\u00fczde 0,1 y\u00fckseli\u015fle 39,6730’dan kapan\u0131rken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n\u0131n y\u00fczde 0,1 \u00fczerinde 39,7270’ten i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n Analistler, bug\u00fcn yurt i\u00e7inde finansal hizmetler g\u00fcven endeksi, yurt d\u0131\u015f\u0131nda ise d\u00fcnya genelinde a\u00e7\u0131klanacak imalat sanayi ve hizmet sekt\u00f6r\u00fc PMI verilerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 9.300 ve 9.400 puan\u0131n diren\u00e7, 9.100 ve 9.000 seviyelerinin destek konumunda oldu\u011funu kaydetti.<\/p>\n\n\n\n Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/strong><\/p>\n\n\n\n 10.00 T\u00fcrkiye, haziran ay\u0131 finansal hizmetler g\u00fcven endeksi<\/p>\n\n\n\n 10.30 Almanya haziran ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n\n\n\n 11.00 Avro B\u00f6lgesi, haziran ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n\n\n\n 11.30 \u0130ngiltere, haziran ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n\n\n\n 16.45 ABD, haziran ay\u0131 imalat sanayi\/hizmet sekt\u00f6r\u00fc\/bile\u015fik PMI<\/p>\n\n\n\n 17.00 ABD, may\u0131s ay\u0131 mevcut konut sat\u0131\u015flar\u0131<\/p>","protected":false},"excerpt":{"rendered":" Orta Do\u011fu’da artan gerilim t\u00fcm d\u00fcnyada risk alg\u0131s\u0131n\u0131n y\u00fckselmesinde etkili olurken, ABD’nin \u0130ran’a do\u011frudan askeri m\u00fcdahalesinin ard\u0131ndan, k\u00fcresel piyasalar haftaya kar\u0131\u015f\u0131k bir seyirle ba\u015flad\u0131. \u0130ran ve \u0130srail aras\u0131nda devam eden \u00e7at\u0131\u015fmalar yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olmaya devam ederken, hafta sonu ABD, \u0130ran’da bulunan Fordo, Natanz ve \u0130sfahan olmak \u00fczere \u00fc\u00e7 n\u00fckleer tesise hava sald\u0131r\u0131s\u0131 d\u00fczenledi. ABD Ba\u015fkan\u0131 […]<\/p>","protected":false},"author":1,"featured_media":6914,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[86],"tags":[],"class_list":{"0":"post-28915","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi"},"yoast_head":"\n