K\u00fcresel piyasalar, ABD-\u0130ran anla\u015fmas\u0131n\u0131n cuma g\u00fcn\u00fc imzalanaca\u011f\u0131na ili\u015fkin haber ak\u0131\u015f\u0131na kar\u015f\u0131n anla\u015fman\u0131n ayr\u0131nt\u0131lar\u0131n\u0131n netle\u015fmemesi ve teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131yla kar\u0131\u015f\u0131k bir seyir izlerken, g\u00f6zler ABD Merkez Bankas\u0131n\u0131n (Fed) faiz karar\u0131na \u00e7evrildi.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n normale d\u00f6nece\u011fine y\u00f6nelik beklentiler piyasalar i\u00e7in olumlu bir geli\u015fme olsa da bu olumlu geli\u015fmelerin kal\u0131c\u0131l\u0131\u011f\u0131 konusunda soru i\u015faretleri devam ediyor.<\/p>\n
ABD ile \u0130ran aras\u0131nda sa\u011flanan anla\u015fman\u0131n 19 Haziran’da \u0130svi\u00e7re’nin B\u00fcrgenstock kasabas\u0131nda imzalanmas\u0131 bekleniyor.<\/p>\n
\u0130ran D\u0131\u015fi\u015fleri Bakan Yard\u0131mc\u0131s\u0131 Mecid Taht Revan\u00e7i de ABD’nin \u0130ran’a ait gemilere uygulad\u0131\u011f\u0131 deniz ablukas\u0131n\u0131 iki \u00fclke aras\u0131nda 14 Haziran’da var\u0131lan mutabakat\u0131n imzalanmas\u0131ndan \u00f6nce k\u0131smen kald\u0131rd\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
ABD ve \u0130ran aras\u0131nda anla\u015fma sa\u011flanmas\u0131na ve taraflardan olumlu a\u00e7\u0131klamalar gelmesine kar\u015f\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin belirsizli\u011fin devam etmesi piyasalar\u0131n y\u00f6n aray\u0131\u015f\u0131na girmesine neden oluyor.<\/p>\n
Analistler, yat\u0131r\u0131mc\u0131lar\u0131n ABD-\u0130ran anla\u015fmas\u0131n\u0131n uygulanabilirli\u011fi konusunda emin olmak istedi\u011fini belirtti.<\/p>\n
Bo\u011faz\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131n zor olabilece\u011fi ve petrol sevkiyatlar\u0131n\u0131n artmas\u0131n\u0131n aylar s\u00fcrebilece\u011fi y\u00f6n\u00fcndeki endi\u015feler de piyasa fiyatlamalar\u0131nda etkili oluyor.<\/p>\n
Di\u011fer taraftan ABD-\u0130ran anla\u015fmas\u0131n\u0131n \u0130ran’\u0131n petrol ve yak\u0131t sat\u0131\u015f\u0131na derhal ba\u015flamas\u0131na olanak tan\u0131yabilece\u011fine dair haber ak\u0131\u015f\u0131 ise piyasalarda olumlu fiyatlanan geli\u015fmeler aras\u0131nda yer al\u0131yor.<\/p>\n
\u00d6te yandan piyasalar\u0131n g\u00f6z\u00fc Fed’in bug\u00fcnk\u00fc faiz karar\u0131nda olacak.<\/p>\n
Fed’in yeni Ba\u015fkan\u0131 Kevin Warsh’\u0131n y\u00f6netece\u011fi ilk toplant\u0131dan \u00e7\u0131kacak para politikas\u0131 kararlar\u0131 piyasalar\u0131n oda\u011f\u0131nda bulunuyor. Bankan\u0131n faiz oran\u0131n\u0131 sabit tutmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, Warsh’\u0131n ilk s\u00f6zle y\u00f6nlendirmelerindeki tonuna dikkat edilecek.<\/p>\n
Analistler, para politikas\u0131 metni ile Warsh’\u0131n toplant\u0131 sonras\u0131 yapaca\u011f\u0131 a\u00e7\u0131klamalarda gelecek d\u00f6nem politikalar\u0131na ili\u015fkin sinyaller aranaca\u011f\u0131n\u0131 belirterek, bu sinyaller do\u011frultusunda piyasalarda oynakl\u0131\u011f\u0131n artabilece\u011fini ifade etti.<\/p>\n
Bankan\u0131n yapaca\u011f\u0131 projeksiyonlar da takip edilecek. Fed’in b\u00fcy\u00fcme tahminlerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc, enflasyon tahminlerinde ise yukar\u0131 y\u00f6nl\u00fc revizyona gidebilece\u011fi de\u011ferlendiriliyor.<\/p>\n
B\u00fcy\u00fcmede a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar yap\u0131laca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fcler de piyasalardaki risk i\u015ftah\u0131n\u0131n t\u00f6rp\u00fclenmesinde etkili oldu.<\/p>\n
\u00d6te yandan bug\u00fcn a\u00e7\u0131klanacak noktasal grafikte Warsh’\u0131n kendi tahminlerini ekleme ihtimalinin d\u00fc\u015f\u00fck oldu\u011fu tahmin ediliyor. Bu durumun Warsh’\u0131n, Jerome Powell, Janet Yellen ve Ben Bernanke d\u00f6nemlerinde uygulanan gelenekten farkl\u0131 bir yakla\u015f\u0131m benimseyebilece\u011fine i\u015faret etti\u011fi de\u011ferlendiriliyor.<\/p>\n
Analistler, jeopolitik geli\u015fmelerin Fed’in i\u015fini zorla\u015ft\u0131ran en \u00f6nemli neden oldu\u011funu belirtti.<\/p>\n
Orta Do\u011fu’da kal\u0131c\u0131 bir bar\u0131\u015f anla\u015fmas\u0131na ili\u015fkin umutlar\u0131n g\u00fc\u00e7lenmesiyle Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 1,4 azal\u0131\u015fla 78,2 dolara gerileyerek 3 Mart’tan bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc.<\/p>\n
Buna kar\u015f\u0131n petrol fiyatlar\u0131n\u0131n sava\u015f \u00f6ncesi seviyelere hemen d\u00f6nmesi beklenmiyor. Bunun ba\u015fl\u0131ca nedenleri aras\u0131nda, bar\u0131\u015f sa\u011flansa bile tedarikin k\u0131sa s\u00fcrede normale d\u00f6nmeyece\u011fi ve \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7i\u015f i\u00e7in \u00fccret talep edebilece\u011fine y\u00f6nelik beklentiler yer al\u0131yor.<\/p>\n
\u00dccret talebi olmas\u0131 durumunda petrol trafi\u011finin, may\u0131nland\u0131\u011f\u0131 bildirilen Umman k\u0131y\u0131lar\u0131na y\u00f6nlenebilece\u011fi tahmin ediliyor. Buradaki g\u00fcvenli ge\u00e7i\u015fin ise haftalar hatta aylar s\u00fcrebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Bu geli\u015fmelerle ABD’nin 10 y\u0131ll\u0131k tahvil faizi yatay seyirle y\u00fczde 4,44’te, dolar endeksi \u00f6nceki kapan\u0131\u015f\u0131n hemen alt\u0131nda 99,5 seviyesinde seyrediyor.<\/p>\n
ABD-\u0130ran anla\u015fmas\u0131na ili\u015fkin ayr\u0131nt\u0131lar\u0131n netle\u015fmemesi nedeniyle alt\u0131n\u0131n onsu y\u00fczde 0,1 azal\u0131\u015fla 4 bin 325 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
D\u00fcnya Alt\u0131n Konseyi, merkez bankalar\u0131n\u0131n rezervlerinde alt\u0131n\u0131n pay\u0131n\u0131n artmaya devam etmesinin, dolar\u0131n k\u00fcresel rezervlerdeki hakimiyetinin ise gelecek 5 y\u0131l i\u00e7inde zay\u0131flamas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n
– New York borsas\u0131 kar\u0131\u015f\u0131k seyretti<\/p>\n
New York borsas\u0131, teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n etkisiyle d\u00fcn kar\u0131\u015f\u0131k bir seyir izledi. Teknoloji \u015firketlerinin a\u015f\u0131r\u0131 y\u00fckseldi\u011fine dair endi\u015feler piyasalardaki fiyatlamalarda etkili oldu.<\/p>\n
\u00d6te yandan, tarihi halka arz\u0131yla dikkatleri \u00fczerine \u00e7eken Space Exploration Technologies Corp. (SpaceX) hisselerindeki y\u00fckseli\u015f \u00fc\u00e7\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcnde de s\u00fcrd\u00fc.<\/p>\n
G\u00fcn i\u00e7inde y\u00fczde 17’ye kadar y\u00fckselen \u015firket hisseleri, g\u00fcn i\u00e7i kazan\u00e7lar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri vererek seans\u0131 y\u00fczde 4,83 art\u0131\u015fla tamamlad\u0131.<\/p>\n
Hisselerdeki y\u00fckseli\u015f, SpaceX’i piyasa de\u011feri a\u00e7\u0131s\u0131ndan g\u00fcn i\u00e7inde e-ticaret devi Amazon’un, k\u0131sa s\u00fcreli\u011fine de teknoloji devi Microsoft’un \u00f6n\u00fcne ta\u015f\u0131d\u0131.<\/p>\n
G\u00fcn sonunda piyasa de\u011feri 2,6 trilyon dolar olarak kaydedilen SpaceX, d\u00fcnyan\u0131n en de\u011ferli \u015firketleri s\u0131ralamas\u0131nda alt\u0131nc\u0131 s\u0131rada yer ald\u0131.<\/p>\n
\u015eirket ayr\u0131ca yapay zeka destekli kod edit\u00f6r\u00fc Cursor’un geli\u015ftiricisi Anysphere’i 60 milyar dolar de\u011ferleme \u00fczerinden sat\u0131n almak \u00fczere anla\u015fmaya vard\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n
S\u00f6z konusu geli\u015fmelerle Dow Jones endeksi y\u00fczde 0,64 de\u011fer kazan\u0131rken, S&P 500 endeksi y\u00fczde 0,57, Nasdaq endeksi y\u00fczde 1,15 de\u011fer kaybetti.<\/p>\n
Dow Jones endeksi 52.190,29 puanla rekor tazeledi. ABD’de endeks vadeli kontratlar g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131.<\/p>\n
– Avrupa borsalar\u0131 pozitif seyretti<\/p>\n
Avrupa borsalar\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n bu hafta a\u00e7\u0131labilece\u011fine y\u00f6nelik beklentilerle d\u00fcn pozitif seyretti.<\/p>\n
\u00d6zellikle petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f Avrupa piyasalar\u0131ndaki risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n
Buna kar\u015f\u0131n Avrupal\u0131 yetkililer ve \u015firketler H\u00fcrm\u00fcz Bo\u011faz\u0131n\u0131n sava\u015f \u00f6ncesi durumuna ne kadar h\u0131zl\u0131 d\u00f6nebilece\u011fine ili\u015fkin \u00e7ekinceler ya\u015f\u0131yor.<\/p>\n
Taraflar aras\u0131nda anla\u015fma sa\u011flanmas\u0131na kar\u015f\u0131n Avrupa’da enflasyonist bask\u0131lar\u0131n s\u00fcrebilece\u011fine y\u00f6nelik endi\u015feler devam ediyor. Bu nedenle Avrupa Merkez Bankas\u0131n\u0131n (ECB) bu y\u0131l ikinci bir faiz art\u0131r\u0131m\u0131na gidebilece\u011fine ili\u015fkin beklentiler bulunuyor.<\/p>\n
\u00d6te yandan Avrupa Parlamentosu (AP), Avrupa Birli\u011fi (AB) ile ABD aras\u0131ndaki ticaret anla\u015fmas\u0131n\u0131n uygulanmas\u0131na y\u00f6nelik yasal d\u00fczenlemeleri kabul etti.<\/p>\n
Bu arada Almanya’da kurumsal yat\u0131r\u0131mc\u0131 ve analistlerin ekonomiye duydu\u011fu g\u00fcven, Orta Do\u011fu’dan gelen bar\u0131\u015f sinyalleriyle birlikte haziran ay\u0131nda beklentilerin \u00fczerinde iyile\u015fme g\u00f6sterdi.<\/p>\n
Avrupa Ekonomik Ara\u015ft\u0131rmalar Merkezi (ZEW), kurumsal yat\u0131r\u0131mc\u0131 ve analistlerin gelecek 6 aya ili\u015fkin beklentilerini \u00f6l\u00e7en ZEW Ekonomik G\u00fcven Endeksi’nin haziran ay\u0131 sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Buna g\u00f6re, may\u0131sta eksi 10,2 olan endeks, haziranda 20,7 puanl\u0131k art\u0131\u015fla 10,5 de\u011ferini ald\u0131. Piyasa beklentisi, endeksin bu d\u00f6nemde eksi 6 seviyesine y\u00fckselece\u011fi y\u00f6n\u00fcndeydi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle \u0130ngiltere’de FTSE 100 endeksi y\u00fczde 0,61, Almanya’da DAX 40 endeksi y\u00fczde 0,07, Fransa’da CAC 40 endeksi y\u00fczde 0,75 ve \u0130talya’da FTSE MIB 30 endeksi y\u00fczde 1,15 de\u011fer kazand\u0131. Avrupa’da endeks vadeli kontratlar g\u00fcne kar\u0131\u015f\u0131k seyirle ba\u015flad\u0131.<\/p>\n
– Asya borsalar\u0131 kar\u0131\u015f\u0131k seyrediyor<\/p>\n
New York borsas\u0131ndaki kar\u0131\u015f\u0131k seyir yeni g\u00fcnde Asya piyasalar\u0131na da ta\u015f\u0131nd\u0131.<\/p>\n
Makroekonomik veri taraf\u0131nda Japonya’n\u0131n may\u0131s ay\u0131 ihracat\u0131 y\u0131ll\u0131k bazda \u00e7ip talebindeki art\u0131\u015fla birlikte y\u00fczde 17 ile Kas\u0131m 2022\u2019den bu yana en h\u0131zl\u0131 art\u0131\u015f\u0131n\u0131 g\u00f6stererek tahminleri a\u015ft\u0131.<\/p>\n
\u00dclkenin ithalat\u0131 ise may\u0131s ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 12,5 ile Ocak 2025’ten bu yana en h\u0131zl\u0131 y\u00fckseli\u015fini kaydetti ve beklentileri a\u015ft\u0131.<\/p>\n
\u00d6te yandan \u00c7in Merkez Bankas\u0131 (PBoC) k\u0131sa vadeli faiz oranlar\u0131n\u0131n ayarlanmas\u0131na y\u00f6nelik mekanizmay\u0131 geli\u015ftirece\u011fini ve uygun zamanda gecelik ters repo i\u015flemlerinin kapsam\u0131n\u0131 geni\u015fletebilece\u011fini belirtti. Bu karar\u0131n Bankay\u0131 k\u00fcresel emsalleriyle daha uyumlu hale getirebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
S\u00f6z konusu geli\u015fmelerle kapan\u0131\u015fa yak\u0131n Japonya’da Nikkei 225 endeksi y\u00fczde 0,5, G\u00fcney Kore’de Kospi endeksi y\u00fczde 0,7 y\u00fckselirken, \u00c7in’de \u015eanghay bile\u015fik endeksi y\u00fczde 0,2, Hong Kong’da Hang Seng endeksi y\u00fczde 0,4 geriledi.<\/p>\n
– Borsa g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131<\/p>\n
D\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul’da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,32 de\u011fer kazanarak 14.493,09 puandan tamamlad\u0131.<\/p>\n
Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131’nda (V\u0130OP) BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise d\u00fcn g\u00fcn\u00fc ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131n\u0131n hemen alt\u0131nda 16.850,00 puandan tamamlad\u0131.<\/p>\n
Dolar\/TL d\u00fcn g\u00fcn\u00fc 46,2950’den tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 46,3170’ten i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde veri g\u00fcndeminin sakin olaca\u011f\u0131n\u0131, yurt d\u0131\u015f\u0131nda ise ABD’de Fed’in faiz karar\u0131n\u0131n yan\u0131 s\u0131ra \u0130ngiltere ve Avro B\u00f6lgesi’nde enflasyon, ABD’de perakende sat\u0131\u015flar ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.600 ve 14.700 puan\u0131n diren\u00e7, 14.400 ve 14.300 puan seviyelerinin destek konumunda oldu\u011funu kaydetti.<\/p>\n
Piyasalarda bug\u00fcn takip edilecek veriler \u015f\u00f6yle:<\/p>\n
12.00 Avro B\u00f6lgesi, may\u0131s ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE)<\/p>\n
14.00 ABD, haftal\u0131k mortgage ba\u015fvurular\u0131<\/p>\n
15.30 ABD, may\u0131s ay\u0131 perakende sat\u0131\u015flar<\/p>\n
17.00 ABD, may\u0131s ay\u0131 bekleyen konut sat\u0131\u015flar\u0131<\/p>\n
21.00 ABD, Fed faiz karar\u0131<\/p>\n
21.30 ABD, Fed Ba\u015fkan\u0131 Warsh’\u0131n bas\u0131n toplant\u0131s\u0131<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"
K\u00fcresel piyasalar, ABD-\u0130ran anla\u015fmas\u0131n\u0131n cuma g\u00fcn\u00fc imzalanaca\u011f\u0131na ili\u015fkin haber ak\u0131\u015f\u0131na kar\u015f\u0131n anla\u015fman\u0131n ayr\u0131nt\u0131lar\u0131n\u0131n netle\u015fmemesi ve teknoloji hisselerindeki sat\u0131\u015f bask\u0131s\u0131yla kar\u0131\u015f\u0131k bir seyir izlerken, g\u00f6zler ABD Merkez Bankas\u0131n\u0131n (Fed) faiz karar\u0131na \u00e7evrildi. H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n normale d\u00f6nece\u011fine y\u00f6nelik beklentiler piyasalar i\u00e7in olumlu bir geli\u015fme olsa da bu olumlu geli\u015fmelerin kal\u0131c\u0131l\u0131\u011f\u0131 konusunda soru i\u015faretleri devam ediyor. ABD ile …<\/p>\n","protected":false},"author":1,"featured_media":134592,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[3381,3434,7945,3377,6686,711,5891],"class_list":["post-134591","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-cevrildi","tag-faiz","tag-fedin","tag-gozler","tag-kararina","tag-kuresel","tag-piyasalarda"],"_links":{"self":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/134591"}],"collection":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/comments?post=134591"}],"version-history":[{"count":0,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/134591\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media\/134592"}],"wp:attachment":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media?parent=134591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/categories?post=134591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/tags?post=134591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}