K\u00fcresel piyasalar, ABD ile di\u011fer \u00fclkeler aras\u0131ndaki ticari belirsizliklerin tekrar artabilece\u011fine y\u00f6nelik endi\u015felerle haftaya sat\u0131\u015f bask\u0131s\u0131yla ba\u015flad\u0131.
ABD y\u00f6netiminin uygulad\u0131\u011f\u0131 korumac\u0131 politikalar\u0131n ekonomi ve ticaret \u00fczerindeki olas\u0131 etkilerine y\u00f6nelik endi\u015feler devam ediyor. K\u00fcresel \u00e7apta ba\u015fta tarifeler olmak \u00fczere bir\u00e7ok belirsizlik unsuru mevcutken, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n s\u0131k de\u011fi\u015fen politikalar\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n karar alma s\u00fcre\u00e7lerini zorla\u015ft\u0131r\u0131yor.<\/p>\n\n\n\n
Trump’\u0131n tarifelerin erteleme tarihinin sonu olan 9 Temmuz yakla\u015f\u0131rken ABD ile ticaret yapan \u00fclkelere uygulanacak tarifeleri mektup yoluyla bildirece\u011fini ve 1 A\u011fustos’ta y\u00fcr\u00fcrl\u00fc\u011fe girece\u011fini a\u00e7\u0131klamas\u0131yla beraber yat\u0131r\u0131mc\u0131lar temkinli bir duru\u015f sergilemeye ba\u015flad\u0131.<\/p>\n\n\n\n
Bu durum k\u00fcresel piyasalarda risk alg\u0131s\u0131n\u0131 art\u0131r\u0131rken, ticaret sava\u015flar\u0131yla enflasyon risklerinin devam etmesi ve \u015firket karl\u0131l\u0131klar\u0131n\u0131n olumsuz etkilenebilece\u011fine y\u00f6nelik endi\u015felerle k\u00fcresel piyasalar yeni haftaya sat\u0131\u015f bask\u0131s\u0131yla ba\u015flad\u0131. Trump’\u0131n bug\u00fcn \u00fclkelere g\u00fcmr\u00fck vergisi mektuplar\u0131 g\u00f6ndermeye ba\u015flamas\u0131 bekleniyor.<\/p>\n\n\n\n
Ayr\u0131ca Trump’\u0131n sabah saatlerinde BRICS’in ABD kar\u015f\u0131t\u0131 politikalar\u0131na uyum g\u00f6steren \u00fclkelere y\u00fczde 10 tarife getirilece\u011fini a\u00e7\u0131klamas\u0131, ticaret sava\u015f\u0131 risklerine ili\u015fkin endi\u015felerin daha fazla artmas\u0131na neden oldu.<\/p>\n\n\n\n
Analistler, ABD’de ge\u00e7en hafta ekonomik verilerin olumlu etkisiyle S&P 500 ve Nasdaq endeksinin rekor k\u0131rd\u0131\u011f\u0131n\u0131 an\u0131msatarak, yeni haftada Trump’\u0131n ticaret politikalar\u0131na ili\u015fkin endi\u015felerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n\n\n\n
\u00d6te yandan, d\u00fcnya genelinde ekonomik ve jeopolitik endi\u015feler s\u00fcrerken, ge\u00e7en hafta ABD ekonomisine dair geli\u015fmeler de yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131nda izlendi. ABD Ba\u015fkan\u0131 Trump, Kongre’den ge\u00e7en kapsaml\u0131 vergi indirimleri ve harcama kesintileri i\u00e7eren tasar\u0131y\u0131 imzalayarak yasala\u015ft\u0131rd\u0131. Trump tasar\u0131yla ilgili olarak “Bu yasa tasar\u0131s\u0131 muazzam bir ekonomik b\u00fcy\u00fcmeyi tetikleyecek ve \u00fclkeyi ayakta tutan \u00e7al\u0131\u015fkan vatanda\u015flar\u0131 aya\u011fa kald\u0131racak.” de\u011ferlendirmesinde bulundu.<\/p>\n\n\n\n
Bahsedilen tasar\u0131n\u0131n \u00fclkenin b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131 2034’e kadar 3,4 trilyon dolar geni\u015fletece\u011fi tahmin edilirken, Uluslararas\u0131 Para Fonu (IMF) S\u00f6zc\u00fcs\u00fc Julie Kozack, IMF’nin ABD’nin b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131 zamanla d\u00fc\u015f\u00fcrmesi gerekti\u011fi y\u00f6n\u00fcndeki tutumunu korudu\u011funu belirtti.<\/p>\n\n\n\n
Bu geli\u015fmelerin yan\u0131 s\u0131ra geride kalan haftada ABD’de a\u00e7\u0131klanan istihdam raporu \u00fclkede i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret etti. Fed’in para politikas\u0131 kararlar\u0131nda \u00f6nemli a\u011f\u0131rl\u0131\u011f\u0131 bulunan i\u015f g\u00fcc\u00fc piyasas\u0131na dair al\u0131nan olumlu sinyaller Bankan\u0131n gev\u015feme d\u00f6ng\u00fcs\u00fcne ili\u015fkin belirsizlik olu\u015fturdu. Para piyasalar\u0131ndaki fiyatlamalarda Fed’in y\u0131l genelinde toplam 3 kez faiz indirimi yapaca\u011f\u0131na ili\u015fkin \u00f6ng\u00f6r\u00fcler zay\u0131flarken, Fed’in eyl\u00fclde politika faizini 25 baz puan indirece\u011fi ihtimali y\u00fczde 88’den y\u00fczde 66’ya geriledi.<\/p>\n\n\n\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,3310 seviyelerinde seyrediyor.<\/p>\n\n\n\n
Alt\u0131n\u0131n ons fiyat\u0131 ise cuma g\u00fcn\u00fc y\u00fczde 0,3 y\u00fckseli\u015fle 3 bin 337,20 dolara \u00e7\u0131karken, \u015fu s\u0131ralarda y\u00fczde 0,9 azal\u0131\u015fla 3 bin 307 dolardan i\u015flem g\u00f6r\u00fcyor. Dolar endeksi cuma g\u00fcn\u00fc 97,18 seviyesinden haftay\u0131 tamamlarken, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde 97,15 seviyesinde bulunuyor.<\/p>\n\n\n\n
Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fc (OPEC) ve OPEC d\u0131\u015f\u0131 baz\u0131 \u00fcretici \u00fclkelerden olu\u015fan OPEC+ grubu \u00fcyesi 8 \u00fclke, a\u011fustosta petrol \u00fcretimini temmuza g\u00f6re g\u00fcnl\u00fck 548 bin varil art\u0131rma karar\u0131 ald\u0131. Karar sonras\u0131 Brent petrol\u00fcn varil fiyat\u0131 yeni g\u00fcnde y\u00fczde 0,43 azal\u0131\u015fla 67,6 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n
ABD’de Ba\u011f\u0131ms\u0131zl\u0131k G\u00fcn\u00fc tatili dolay\u0131s\u0131yla New York Borsas\u0131 cuma g\u00fcn\u00fcn\u00fc kapal\u0131yd\u0131. ABD’de endeks vadeli kontratlar yeni g\u00fcne negatif seyirle ba\u015flad\u0131.<\/p>\n\n\n\n
AVRUPA BORSALARI NEGAT\u0130F SEYRETT\u0130<\/strong><\/p>\n\n\n\n Ba\u015fkan Trump’\u0131n “kurtulu\u015f g\u00fcn\u00fc” g\u00fcmr\u00fck vergilerine verdi\u011fi 90 g\u00fcnl\u00fck aran\u0131n dolmas\u0131na 2 g\u00fcn kalmas\u0131 ve Japonya ve Avrupa Birli\u011fi (AB) gibi b\u00fcy\u00fck ticaret ortaklar\u0131yla halen bir ticaret anla\u015fmas\u0131n\u0131n olmamas\u0131 Avrupa borsalar\u0131nda fiyatlamalar \u00fczerinde bask\u0131 olu\u015fturdu.<\/p>\n\n\n\n \u00c7in ve AB aras\u0131nda t\u0131rmanan diplomatik ve ticari gerilimin i\u015faretleri olarak Pekin’in bu ay\u0131n sonunda AB liderleriyle yap\u0131lmas\u0131 planlanan iki g\u00fcnl\u00fck zirvenin bir b\u00f6l\u00fcm\u00fcn\u00fc iptal etme niyetinde oldu\u011funa dair haber ak\u0131\u015f\u0131 da Avrupa borsalar\u0131 da risk i\u015ftah\u0131n\u0131n azalmas\u0131na neden oldu.<\/p>\n\n\n\n Avrupa Merkez Ba\u015fkan\u0131 (ECB) Christine Lagarde, ge\u00e7en hafta yapt\u0131\u011f\u0131 a\u00e7\u0131klamada mevcut faiz oranlar\u0131n\u0131n uygun seviyede oldu\u011funu ve bankan\u0131n y\u00fczde 2\u2019lik orta vadeli enflasyon hedefine ba\u011fl\u0131 kald\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n\n\n\n B\u00f6lgede cuma g\u00fcn\u00fc a\u00e7\u0131klana makroekonomik verilere g\u00f6re, Avro B\u00f6lgesinde may\u0131s ay\u0131na ili\u015fkin \u00dcretici Fiyat Endeksi ayl\u0131k y\u00fczde 0,6 azalarak, y\u0131ll\u0131k da y\u00fczde 0,3 artarak beklentiler dahilinde ger\u00e7ekle\u015fti.<\/p>\n\n\n\n Almanya’da fabrika sipari\u015fleri ise \u00fclke i\u00e7indeki talepteki d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle may\u0131sta y\u00fczde 1,4 ile beklentilerin \u00fczerinde d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n \u0130ngiltere’de FTSE 100 endeksi yatay seyrederken, Almanya’da DAX endeksi y\u00fczde 0,75, \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 0,80 ve Fransa’da CAC 40 endeksi y\u00fczde 0,75 geriledi. Avrupa’da endeks vadeli kontratlar yeni g\u00fcne ise negatif seyirle ba\u015flad\u0131.<\/p>\n\n\n\n ASYA BORSALARI TAR\u0130FELERE \u0130L\u0130\u015eK\u0130N BEL\u0130RS\u0130ZL\u0130KLERLE NEGAT\u0130F SEYRED\u0130YOR<\/strong><\/p>\n\n\n\n Asya piyasalar\u0131nda yeni haftada tarifelere ili\u015fkin belirsizliklerin etkisiyle negatif bir seyir \u00f6ne \u00e7\u0131k\u0131yor. Trump, daha \u00f6nce Japonya ile de ticaret anla\u015fmas\u0131 yapabileceklerinden \u015f\u00fcpheli oldu\u011funu belirtmi\u015fti. Bu y\u00fczden Japonya’ya bir mektup yazaca\u011f\u0131n\u0131 belirten Trump “Size \u00e7ok te\u015fekk\u00fcr ediyoruz ve ihtiyac\u0131m\u0131z olan \u015feyleri yapamayaca\u011f\u0131n\u0131z\u0131 biliyoruz, bu nedenle y\u00fczde 30, y\u00fczde 35 ya da bizim belirledi\u011fimiz rakam neyse onu \u00f6d\u00fcyorsunuz.” ifadelerini kullanm\u0131\u015ft\u0131.<\/p>\n\n\n\n Japonya’n\u0131n ba\u015f ticaret m\u00fczakerecisi Ryosei Akazawa, hem Japon hem de ABD heyetlerinin olas\u0131 bir anla\u015fma i\u00e7in samimi g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc\u011f\u00fcn\u00fc ancak temel farkl\u0131l\u0131klar\u0131n hala \u00e7\u00f6z\u00fclmedi\u011fini s\u00f6ylemi\u015fti.<\/p>\n\n\n\n Analistler, Trump’\u0131n BRICS’in ABD kar\u015f\u0131t\u0131 politikalar\u0131na uyum g\u00f6steren \u00fclkelere y\u00fczde 10 tarife getirilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n da Asya piyasalar\u0131ndaki sat\u0131\u015f bask\u0131s\u0131nda etkili oldu\u011funu s\u00f6yledi.<\/p>\n\n\n\n \u00d6te yandan Japonya Merkez Bankas\u0131’n\u0131n (BoJ) faiz politikas\u0131na ili\u015fkin belirsizliklerin devam etmesiyle de Japonya borsas\u0131nda d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc.<\/p>\n\n\n\n Bu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,5, Hong Kong’da Hang Seng endeksi y\u00fczde 0,5, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2 gerilerken, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,2 y\u00fckseli\u015f kaydetti.<\/p>\n\n\n\n YURT \u0130\u00c7\u0130NDE HAZ\u0130NE NAK\u0130T DENGES\u0130 TAK\u0130P ED\u0130LECEK<\/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 0,46 de\u011fer kazanarak 10.275,75 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 a\u011fustos vadeli kontrat ise cuma ak\u015fam\u0131 ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131n\u0131n s\u0131n\u0131rl\u0131 alt\u0131nda 12.153,00 puanda i\u015flem g\u00f6rd\u00fc.<\/p>\n\n\n\n Dolar\/TL, cuma g\u00fcn\u00fc y\u00fczde 0,1 y\u00fckseli\u015fle 39,8473’ten kapan\u0131rken, bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda y\u00fczde 0,2 art\u0131\u015fla 39,9274’ten i\u015flem g\u00f6r\u00fcyor.<\/p>\n\n\n\n Analistler, bug\u00fcn yurt i\u00e7inde hazine nakit dengesi, yurt d\u0131\u015f\u0131nda ise Avro B\u00f6lgesinde perakende sat\u0131\u015flar ve Sentix yat\u0131r\u0131mc\u0131 g\u00fcven endeksi, Almanya’da fabrika sipari\u015flerinin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 10.300 ve 10.400 seviyelerinin diren\u00e7, 10.100 ve 10.000 puan\u0131n destek konumunda oldu\u011funu kaydetti.<\/p>\n\n\n\n Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/strong><\/p>\n\n\n\n 09.00 Almanya, may\u0131s ay\u0131 sanayi \u00fcretimi<\/p>\n\n\n\n 09.00 \u0130ngiltere, haziran ay\u0131 konut fiyat endeksi<\/p>\n\n\n\n 11.30 Avro B\u00f6lgesi, temmuz ay\u0131 Sentix yat\u0131r\u0131mc\u0131 g\u00fcven endeksi<\/p>\n\n\n\n 12.00 Avro B\u00f6lgesi, may\u0131s ay\u0131 perakende sat\u0131\u015flar<\/p>\n\n\n\n 17.30 T\u00fcrkiye, haziran ay\u0131 hazine nakit dengesi<\/p>","protected":false},"excerpt":{"rendered":" K\u00fcresel piyasalar, ABD ile di\u011fer \u00fclkeler aras\u0131ndaki ticari belirsizliklerin tekrar artabilece\u011fine y\u00f6nelik endi\u015felerle haftaya sat\u0131\u015f bask\u0131s\u0131yla ba\u015flad\u0131. ABD y\u00f6netiminin uygulad\u0131\u011f\u0131 korumac\u0131 politikalar\u0131n ekonomi ve ticaret \u00fczerindeki olas\u0131 etkilerine y\u00f6nelik endi\u015feler devam ediyor. K\u00fcresel \u00e7apta ba\u015fta tarifeler olmak \u00fczere bir\u00e7ok belirsizlik unsuru mevcutken, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n s\u0131k de\u011fi\u015fen politikalar\u0131 da yat\u0131r\u0131mc\u0131lar\u0131n karar alma s\u00fcre\u00e7lerini zorla\u015ft\u0131r\u0131yor. […]<\/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-29508","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi"},"yoast_head":"\n