![\"\"](\"https:\/\/brtk.net\/wp-content\/uploads\/2025\/06\/12\/1749709386237kuresel-piyasalar.webp?ver=8ccd02d3d016244d13293f7077a97492\")
<\/div>\nK\u00fcresel piyasalar, ABD ve \u00c7in aras\u0131nda var\u0131lan ticaret anla\u015fmas\u0131n\u0131n kapsam\u0131na y\u00f6nelik belirsizlikler ile Orta Do\u011fu\u2019da jeopolitik gerilimlerin artabilece\u011fi endi\u015fesiyle kar\u0131\u015f\u0131k bir seyir izliyor.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck iki ekonomisi olan ABD ve \u00c7in aras\u0131nda bir s\u00fcredir devam eden ticaret gerginlikleri d\u00fcn taraflar\u0131n anla\u015fmaya vard\u0131klar\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan azal\u0131rken, anla\u015fman\u0131n detaylar\u0131na ve ticari ili\u015fkilerin s\u00fcrd\u00fcr\u00fclebilir olup olmad\u0131\u011f\u0131na y\u00f6nelik \u015f\u00fcpheler yat\u0131r\u0131mc\u0131lar\u0131n temkinli davranmas\u0131na neden oluyor.<\/p>\n
\u00c7in ile anla\u015fmaya var\u0131ld\u0131\u011f\u0131n\u0131 Truth Social hesab\u0131ndan payla\u015fan ABD Ba\u015fkan\u0131 Donald Trump, anla\u015fman\u0131n kendisi ve \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping\u2019in son onay\u0131na tabi olaca\u011f\u0131n\u0131 kaydetti.<\/p>\n
Trump, \u00c7in taraf\u0131ndan gerekli t\u00fcm nadir toprak elementlerinin temin edilece\u011fini belirterek, \u201cAyn\u0131 \u015fekilde, kolejlerimizi ve \u00fcniversitelerimizi kullanan \u00c7inli \u00f6\u011frenciler de dahil olmak \u00fczere \u00fczerinde anla\u015ft\u0131\u011f\u0131m\u0131z \u015feyleri biz de \u00c7in\u2019e sa\u011flayaca\u011f\u0131z. Toplam y\u00fczde 55 tarife uyguluyoruz, \u00c7in y\u00fczde 10 uyguluyor.\u201d ifadelerini kulland\u0131.<\/p>\n
\u00c7in\u2019i Amerikan ticaretine a\u00e7mak i\u00e7in Ba\u015fkan \u015ei ile yak\u0131n \u00e7al\u0131\u015facaklar\u0131n\u0131n bilgisini veren Trump, bunun her iki \u00fclke i\u00e7in kazan\u00e7 olaca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
Bir\u00e7ok \u00fclkeyle devam eden tarife m\u00fczakerelerinin de hen\u00fcz netlik kazanmam\u0131\u015f olmas\u0131 ve m\u00fczakereler i\u00e7in zaman\u0131n daralm\u0131\u015f olmas\u0131 da piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde etkili oluyor.<\/p>\n
\u2013 2029\u2019a kadar bakan olarak kalmak istiyorum<\/p>\n
ABD bas\u0131n\u0131nda \u00e7\u0131kan haberlerde gelecek y\u0131l ABD Merkez Bankas\u0131n\u0131n (Fed) ba\u015f\u0131na mevcut ABD Hazine Bakan\u0131 Scott Bessent\u2019in getirilece\u011fine y\u00f6nelik iddialara y\u00f6nelik d\u00fcn a\u00e7\u0131klamalarda bulunan Bessent, 2029\u2019a kadar hazine bakan\u0131 olarak kalmak istedi\u011fini bildirdi.<\/p>\n
\u2013 ABD\u2019de t\u00fcketici enflasyonu beklentilerin alt\u0131nda ger\u00e7ekle\u015fti<\/p>\n
Makroekonomik veri taraf\u0131nda, ABD\u2019de T\u00fcketici Fiyat Endeksi (T\u00dcFE), may\u0131sta ayl\u0131k bazda y\u00fczde 0,1, y\u0131ll\u0131k bazda ise y\u00fczde 2,4 ile beklentilerin alt\u0131nda artt\u0131. Verinin alt kalemlerine bak\u0131ld\u0131\u011f\u0131nda Bar\u0131nma maliyetlerindeki art\u0131\u015f \u00f6ne \u00e7\u0131karken, bar\u0131nma maliyetleri, may\u0131sta ayl\u0131k y\u00fczde 0,3 artarak t\u00fcm kalemlerdeki ayl\u0131k art\u0131\u015fta etkili ba\u015fl\u0131ca fakt\u00f6r oldu.<\/p>\n
Analistler bug\u00fcn a\u00e7\u0131klanacak \u00fcretici enflasyonundan al\u0131nacak sinyallerin \u00fclkedeki ekonomik gidi\u015fat hakk\u0131nda daha \u00e7ok bilgi verece\u011fini s\u00f6yledi.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda Fed\u2019in bu y\u0131l\u0131n ilk faiz indirimine eyl\u00fcl ay\u0131nda gidece\u011fine kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken, Bankan\u0131n y\u0131l boyunca 2 faiz indirimi yapmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Trump, T\u00dcFE verilerini \u201cm\u00fckemmel\u201d olarak nitelendirirken, \u201cFed (faizi) bir tam puan d\u00fc\u015f\u00fcrmeli. Vadesi gelen bor\u00e7lar i\u00e7in \u00e7ok daha az faiz \u00f6denir. \u00c7ok \u00f6nemli.\u201d ifadelerini kulland\u0131.<\/p>\n
Bu geli\u015fmelere ek olarak, federal h\u00fck\u00fcmetin b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131, may\u0131sta ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na k\u0131yasla y\u00fczde 9 azal\u0131\u015fla 316 milyar dolar oldu. Mali y\u0131l\u0131n sekizinci ay\u0131 olan may\u0131s itibar\u0131yla toplam b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ise ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 14 artarak 1 trilyon 365 milyar dolara ula\u015ft\u0131.<\/p>\n
\u2013 Petrol fiyatlar\u0131 jeopolitik gerilim endi\u015feleriyle sert y\u00fckseldi<\/p>\n
Jeopolitik geli\u015fmeler de yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. D\u00fcn ak\u015fam saatlerinde ABD\u2019li yetkililer ABD D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131n\u0131n b\u00f6lgede huzursuzluk \u00e7\u0131kma ihtimali nedeniyle Ba\u011fdat B\u00fcy\u00fckel\u00e7ili\u011findeki zorunlu olmayan personelleri geri \u00e7ekmeye haz\u0131rland\u0131\u011f\u0131 belirtti.<\/p>\n
Yetkililer, ABD D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131n\u0131n, Bahreyn ve Kuveyt\u2019teki zorunlu olmayan personeli ve yak\u0131nlar\u0131n\u0131n da bu \u00fclkeden ayr\u0131lmas\u0131na imkan tan\u0131yaca\u011f\u0131n\u0131 ifade ederek, ABD Savunma Bakanl\u0131\u011f\u0131n\u0131n Ba\u011fdat\u2019tan \u201colas\u0131 bir tahliyeye\u201d destek vermeye haz\u0131r oldu\u011funu bildirdi.<\/p>\n
S\u00f6z konusu geli\u015fmeler sonras\u0131nda Brent petrol\u00fcn varil fiyat\u0131 d\u00fcn g\u00fcn\u00fc y\u00fczde 4,8 y\u00fckseli\u015fle 69,4 dolardan tamamlarken, yeni i\u015flem g\u00fcn\u00fcnde 0,5 d\u00fc\u015f\u00fc\u015fle 69 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 d\u00fcn ABD ve \u00c7in aras\u0131ndaki anla\u015fma ve beklentilerin alt\u0131nda gelen enflasyon verisi sonras\u0131 gerilemesine kar\u015f\u0131n jeopolitik gerilimlerin artabilece\u011fine i\u015faret eden haber ak\u0131\u015f\u0131 sonras\u0131nda g\u00fcn\u00fc y\u00fczde 1 art\u0131\u015fla 3 bin 355 dolardan tamamlad\u0131.<\/p>\n
Yeni i\u015flem g\u00fcn\u00fcnde ons alt\u0131n y\u00fckseli\u015fine devam ederken, \u015fu s\u0131ralarda y\u00fczde 0,5 art\u0131\u015fla 3 bin 373 dolardan al\u0131c\u0131 buluyor.<\/p>\n
ABD taraf\u0131ndaki ticaret geli\u015fmeleri ve iyimser enflasyon verileri sonras\u0131nda ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizi d\u00fc\u015f\u00fc\u015f serisini 4 i\u015f g\u00fcn\u00fcne ta\u015f\u0131yarak y\u00fczde 4,40\u2019a kadar geriledi. Dolar endeksi ise g\u00fcne y\u00fczde 0,1 d\u00fc\u015f\u00fc\u015fle 98,4 seviyesinden ba\u015flad\u0131.<\/p>\n
Bu geli\u015fmelerle d\u00fcn New York Borsas\u0131\u2019nda S&P 500 endeksi y\u00fczde 0,27 ve Nasdaq endeksi y\u00fczde 0,50 de\u011fer kaybederken, Dow Jones endeksi yatay seyretti. ABD\u2019de endeks vadeli kontratlar yeni g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
\u2013 AB ve ABD aras\u0131nda uzayan tarife m\u00fczakereleri yat\u0131r\u0131mc\u0131lar\u0131 endi\u015felendiriyor<\/p>\n
Avrupa borsalar\u0131nda d\u00fcn ABD ve \u00c7in\u2019in ticaret anla\u015fmas\u0131n\u0131n detaylar\u0131n\u0131n netlik kazanmamas\u0131 ve AB\u2019nin ABD ile uzayan tarife m\u00fczakerelerinin etkisiyle \u0130ngiltere hari\u00e7 negatif bir seyir \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Tarifelere y\u00f6nelik m\u00fczakere s\u00fcre\u00e7leri devam ederken, Avrupa Birli\u011fi\u2019nin (AB) m\u00fczakere s\u00fcrecinin hen\u00fcz bir sonuca ula\u015fmamas\u0131 ve m\u00fczakerelerin 9 Temmuz son tarihini a\u015fabilece\u011fi beklentisi \u015firketlerin ve yat\u0131r\u0131mc\u0131lar\u0131n gelecek projeksiyonlar\u0131nda belirsizliklere neden olmaya devam ediyor.<\/p>\n
\u00d6te yandan, AB Konseyi, NATO ve Birli\u011fin t\u00fcm alanlarda kar\u015f\u0131l\u0131kl\u0131 i\u015fbirli\u011fini geli\u015ftirme konusunda kararl\u0131 oldu\u011funu ve bunun Avrupa\u2019da savunma harcamalar\u0131n\u0131n art\u0131r\u0131lmas\u0131n\u0131 ele alan ortakl\u0131k yoluyla yap\u0131lmas\u0131 gerekti\u011fini bildirdi<\/p>\n
Analistler, savunma sanayi harcamalar\u0131ndaki art\u0131\u015flar\u0131n b\u00f6lge genelindeki imalat sanayi aktivitesi i\u00e7in olumlu oldu\u011funun alt\u0131n\u0131 \u00e7izdi.<\/p>\n
D\u00fcn \u0130ngiltere\u2019de FTSE 100 endeksi y\u00fczde 0,13 de\u011fer kazan\u0131rken, Fransa\u2019da CAC 40 endeksi y\u00fczde 0,36, Almanya\u2019da DAX 40 y\u00fczde 0,16 ve \u0130talya\u2019da FTSE MIB 30 endeksi y\u00fczde 0,07 d\u00fc\u015ft\u00fc. Avrupa\u2019da endeks vadeli kontratlar da yeni g\u00fcne negatif ba\u015flad\u0131.<\/p>\n
\u2013 Asya borsalar\u0131 kar\u0131\u015f\u0131k seyrediyor<\/p>\n
Asya taraf\u0131nda ABD ile \u00c7in aras\u0131ndaki ticaret anla\u015fmas\u0131 b\u00f6lgedeki risk alg\u0131s\u0131n\u0131 azalt\u0131rken, yat\u0131r\u0131mc\u0131lar\u0131n anla\u015fman\u0131n detaylar\u0131na odaklanmas\u0131 ve jeopolitik risklerin artabilece\u011fi endi\u015fesiyle kar\u0131\u015f\u0131k bir seyir izleniyor.<\/p>\n
B\u00f6lgedeki yetkililerinin ekonomi \u00fczerine a\u00e7\u0131klamalar\u0131 da yak\u0131ndan takip edilirken, d\u00fcn a\u00e7\u0131klamalarda bulunan Japonya Ba\u015fbakan\u0131 \u0130\u015fiba \u015eigeru, ABD ile g\u00fcmr\u00fck vergisi m\u00fczakerelerinde istikrarl\u0131 bir ilerleme kaydedildi\u011fini s\u00f6yledi.<\/p>\n
\u0130\u015fiba, h\u00fck\u00fcmetin artan fiyat sorunlar\u0131n\u0131 ciddiye ald\u0131\u011f\u0131n\u0131 belirterek, devlet maliyesini bozacak her t\u00fcrl\u00fc plana kar\u015f\u0131 ihtiyatl\u0131 olunmas\u0131 gerekti\u011fini s\u00f6yledi.<\/p>\n
Bu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n Japonya\u2019da Nikkei 225 endeksi y\u00fczde 0,6 ve \u00c7in\u2019de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1 y\u00fckselirken, G\u00fcney Kore\u2019de Kospi endeksi y\u00fczde 0,6 ve Hong Kong\u2019da Hang Seng endeksi y\u00fczde 0,8 d\u00fc\u015ft\u00fc.<\/p>\n
\u2013 BIST 100 endeksi d\u00fcn pozitif seyretti<\/p>\n
D\u00fcn al\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul\u2019da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 0,28 de\u011fer kazanarak 9.686,11 puandan tamamlad\u0131. Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131\u2019nda (V\u0130OP) BIST 30 endeksine dayal\u0131 haziran vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131n\u0131n y\u00fczde 1 alt\u0131nda 10.808,00 puanda i\u015flem g\u00f6rd\u00fc.<\/p>\n
Dolar\/TL, d\u00fcn yatay seyirle 39,1710\u2019dan 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 39,2030\u2019dan i\u015flem g\u00f6r\u00fcyor.<\/p>\n
Analistler, bug\u00fcn yurt i\u00e7inde sanayi \u00fcretimi yurt d\u0131\u015f\u0131nda ise ABD\u2019de \u00fcretici enflasyonu ve haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n takip edilece\u011fini dile getirerek, teknik a\u00e7\u0131dan BIST 100 endeksinde 9.700 ve 9.800 puan\u0131n diren\u00e7, 9.600 ve 9.500 seviyelerinin destek konumunda oldu\u011funu kaydetti.<\/p>\n<\/p><\/div>\n