\n<\/p>\n
Hamas’\u0131n askeri kanad\u0131 \u0130zzeddin el-Kassam Tugaylar\u0131, cumartesi g\u00fcn\u00fc \u0130srail’e “Aksa Tufan\u0131” isimli kapsaml\u0131 sald\u0131r\u0131 ba\u015flatt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131. Gazze’den \u0130srail y\u00f6n\u00fcne binlerce roket at\u0131l\u0131rken, silahl\u0131 gruplar b\u00f6lgedeki yerle\u015fim yerlerine girmi\u015fti.<\/p>\n
\u0130srail ordusu da onlarca sava\u015f u\u00e7a\u011f\u0131yla Gazze \u015eeridi’ne sald\u0131r\u0131 ba\u015flat\u0131rken, hafta sonu artan jeopolitik riskler \u00f6zellikle emtia fiyatlar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rd\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n piyasalara y\u00f6nelik jeopolitik riski yeniden de\u011ferlendirmesiyle de g\u00fcvenli liman varl\u0131klar\u0131na olan talebin g\u00fc\u00e7lendi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
S\u00f6z konusu \u00e7at\u0131\u015fmalar, b\u00f6lgede yeni ve \u00f6nemli bir \u00e7at\u0131\u015fman\u0131n ortaya \u00e7\u0131kma ihtimaline ili\u015fkin endi\u015feleri \u00f6ne \u00e7\u0131kar\u0131rken, bu durum alt\u0131n, petrol, dolar ve Japon yeni gibi g\u00fcvenli liman varl\u0131klar\u0131na olan talebi destekledi.<\/p>\n
Piyasalar son haftalarda ABD\u2019de faiz oranlar\u0131n\u0131n daha uzun s\u00fcre y\u00fcksek kalaca\u011f\u0131 beklentisine tepki verirken, tahvil getirileri y\u00fckselmi\u015f ve son 16 y\u0131l\u0131n zirvesine \u00e7\u0131km\u0131\u015ft\u0131.<\/p>\n
Analistler hafta sonu, artan jeopolitik riskin, alt\u0131n ve dolar gibi varl\u0131klara olan talebi destekledi\u011fini kaydederek, agresif bir \u015fekilde sat\u0131lan ABD Hazine tahvillerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131 da tersine \u00e7evirebilece\u011fini belirtti.<\/p>\n
Ge\u00e7ti\u011fimiz birka\u00e7 g\u00fcne bir dizi beklenmedik geli\u015fme damgas\u0131n\u0131 vururken, petrol fiyatlar\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde d\u00fc\u015fm\u00fc\u015f, ABD i\u015fsizlik rakamlar\u0131 beklenenden \u00f6nemli \u00f6l\u00e7\u00fcde daha g\u00fc\u00e7l\u00fc gelmi\u015fti.<\/p>\n
D\u00fcnyada en yayg\u0131n kullan\u0131lan Londra Brent t\u00fcr\u00fc ham petrol\u00fcn varil fiyat\u0131, ge\u00e7en haftay\u0131 y\u00fczde 8,7’lik d\u00fc\u015f\u00fc\u015fle 84 dolar seviyelerinde kapatmas\u0131na kar\u015f\u0131n, yeni haftan\u0131n ilk g\u00fcn\u00fcnde 88,4 dolara kadar y\u00fckselmesinin ard\u0131ndan \u00f6nceki kapan\u0131\u015f\u0131n y\u00fczde 2,8 \u00fczerinde 86,3 dolarda dengelendi.<\/p>\n
ABD’nin Bat\u0131 Teksas (WTI) tipi ham petrol\u00fcn\u00fcn varil fiyat\u0131 da y\u00fczde 3 art\u0131\u015fla 85,3 dolar oldu. Y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde yakla\u015f\u0131k y\u00fczde 30 oran\u0131nda artan petrol fiyatlar\u0131n\u0131n, bir hafta \u00f6nce son bir y\u0131l\u0131n en y\u00fcksek seviyelerine t\u0131rman\u0131rken 100 dolar s\u0131n\u0131r\u0131na ula\u015fmas\u0131 an meselesi gibi g\u00f6r\u00fcn\u00fcyordu.<\/p>\n
Analistler, petroldeki risk priminin, \u0130ran gibi b\u00fcy\u00fck petrol \u00fcreticisi \u00fclkelere yay\u0131labilecek daha geni\u015f bir gerilim ihtimali nedeniyle ortaya \u00e7\u0131km\u0131\u015f olabilece\u011fini ifade etti.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131, hafta sonu artan jeopolitik riskin ard\u0131ndan y\u00fczde 1’e yak\u0131n de\u011fer kazanc\u0131yla 1.850 dolara y\u00fckselirken, vadeli i\u015flem ve emtia piyasalar\u0131 uzman\u0131 Zafer Ergezen, AA muhabirine yapt\u0131\u011f\u0131 de\u011ferlendirmede, “Alt\u0131n bir s\u00fcreden beri ciddi de\u011fer kayb\u0131 ya\u015f\u0131yordu. \u00d6zellikle merkez bankalar\u0131n\u0131n daha \u015fahin olaca\u011f\u0131 beklentisi alt\u0131n\u0131n onsunda daha \u015fahin gerilemelere yol a\u00e7m\u0131\u015ft\u0131.” dedi.<\/p>\n
Hafta sonu ya\u015fananlar\u0131n alt\u0131n\u0131n onsunun yeniden de\u011fer kazanmas\u0131na yol a\u00e7t\u0131\u011f\u0131n\u0131 belirten Ergezen, sava\u015f endi\u015feleriyle birlikte g\u00fcvenli liman \u00f6zelli\u011finin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Ergezen, tedirginlik ve gerilim devam ettik\u00e7e alt\u0131n\u0131n onsunda kazan\u00e7lar\u0131n artt\u0131\u011f\u0131n\u0131n g\u00f6r\u00fclebilece\u011fini dile getirerek, b\u00f6yle zamanlarda k\u0131ymetli metallerin her zaman \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
\u0130srail, Filistin, Gazze ve b\u00f6lge \u00fclkelerde ya\u015fanan geli\u015fmelerin \u00f6nemli olaca\u011f\u0131n\u0131 s\u00f6yleyen Ergezen “Ancak 1.892-1.900 dolar aral\u0131\u011f\u0131n\u0131n ge\u00e7ilmesi zor olabilir. \u00c7\u00fcnk\u00fc bu bir trend k\u0131r\u0131l\u0131m\u0131yd\u0131. Bu seviyenin alt\u0131nda alt\u0131n\u0131n sat\u0131\u015f bask\u0131s\u0131n\u0131n devam etti\u011fi g\u00fcnler g\u00f6rebiliriz. G\u00fcvenli liman \u00f6zelli\u011fi \u00f6ne \u00e7\u0131ksa bile alt\u0131nda bir miktar para \u00e7\u0131k\u0131\u015f\u0131 oldu\u011funu s\u00f6ylememiz m\u00fcmk\u00fcn. O y\u00fczden y\u00fckseli\u015flerin s\u0131n\u0131rl\u0131 kalaca\u011f\u0131n\u0131 s\u00f6yleyebiliriz.” de\u011ferlendirmesinde bulundu.<\/p>\n
Saxo Capital Emtia Strateji Ba\u015fkan\u0131 Ole Hansen de alt\u0131n\u0131n ons fiyat\u0131n\u0131n geli\u015fmelere \u015fu ana kadar yumu\u015fak tepkiler verdi\u011fini belirterek, jeopolitik gerilimin devam etmesi halinde alt\u0131n fiyatlar\u0131nda oynakl\u0131\u011f\u0131n daha da artabilece\u011fini kaydetti.<\/p>\n
\u00d6zellikle \u0130ran ve Rusya’n\u0131n olas\u0131 m\u00fcdahilli\u011fi durumunun, tansiyonu beslemeyi s\u00fcrd\u00fcrebilece\u011fini ifade eden Hansen, “Buna ek olarak, ABD Merkez Bankas\u0131 (Fed) Fed Federal A\u00e7\u0131k Piyasa Komitesinin (FOMC) artan belirsizlik nedeniyle faiz oranlar\u0131n\u0131 art\u0131rmaya devam edece\u011fine inanm\u0131yoruz.” de\u011ferlendirmesinde bulundu.<\/p>\n
Hansen, y\u00fcksek petrol fiyatlar\u0131n\u0131n potansiyel enflasyonist etkisine ra\u011fmen faiz oranlar\u0131nda tepe noktas\u0131na ula\u015fm\u0131\u015f olunabilece\u011fi ihtimalinin birdenbire yakla\u015ft\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
Bu durum sonras\u0131nda alt\u0131n\u0131n ge\u00e7en haftaki fiyatlar\u0131n\u0131n dip olarak kalabilece\u011fini dile getiren Hansen, dikkatlerin faiz art\u0131\u015flar\u0131 yerine indirimlere y\u00f6nelmesiyle alt\u0131na ilave talep gelebilece\u011fini s\u00f6yledi.<\/p>\n
Fed’in, Kas\u0131m’da yapaca\u011f\u0131 toplant\u0131da politika faizini, tahvil piyasalar\u0131ndaki gergin durum, yeni bir kapanma korkusu ve son zamanlarda baz\u0131 zay\u0131fl\u0131k sinyalleri veren ABD ekonomisi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda yine sabit tutaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyordu.<\/p>\n
Tahvil piyasas\u0131nda son g\u00fcnlerde yeniden artan \u00e7alkant\u0131, Fed’i ve yat\u0131r\u0131mc\u0131lar\u0131 yeni ger\u00e7eklerle kar\u015f\u0131 kar\u015f\u0131ya b\u0131rak\u0131rken, ekonomik g\u00f6r\u00fcn\u00fcm\u00fc bulan\u0131kla\u015ft\u0131r\u0131yor. Bunlar\u0131n yan\u0131nda \u0130srail’deki \u00e7at\u0131\u015fmalar\u0131n da ek belirsizlik getirdi\u011fi belirtiliyor.<\/p>\n
Analistler, “Orta Do\u011fu’daki jeopolitik krizler, tipik olarak petrol fiyatlar\u0131n\u0131n y\u00fckselmesine ve hisse senedi fiyatlar\u0131n\u0131n d\u00fc\u015fmesine neden olur.” de\u011ferlendirmesinde bulunuyor.<\/p>\n
Bug\u00fcn ABD’de piyasalar\u0131n kapal\u0131 olmas\u0131 nedeniyle tahvil piyasalar\u0131ndaki fiyatlamalar\u0131n temkinli oldu\u011funu ifade eden analistler, b\u00f6lgeden gelecek haber ak\u0131\u015f\u0131yla birlikte yar\u0131ndan itibaren piyasalarda oynakl\u0131\u011f\u0131n artmas\u0131n\u0131n beklendi\u011fini bildirdi.<\/p>\n
S\u00f6z konusu geli\u015fmelerle \u0130srail \u015fekeli, dolar kar\u015f\u0131s\u0131nda yakla\u015f\u0131k son sekiz y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n
Dolar\/\u0130srail \u015fekeli paritesi haftaya y\u00fczde 3’e yak\u0131n y\u00fckseli\u015fle 3,96’dan ba\u015flamas\u0131n\u0131n ard\u0131ndan 3,92’de dengelenirken,
\u0130srail Merkez Bankas\u0131’n\u0131n, piyasalar\u0131 desteklemek i\u00e7in dolar likiditesi sa\u011flamay\u0131 ve dalgal\u0131 kur rejimine ge\u00e7ilmesinden beri ilk kez d\u00f6viz satmay\u0131 planlad\u0131\u011f\u0131 bildirildi. Bankan\u0131n A\u011fustos ay\u0131 sonunda rezervleri yakla\u015f\u0131k 203 milyar dolar seviyesindeydi.<\/p>\n
Bankadan yap\u0131lan a\u00e7\u0131klamada, piyasada gerekli likiditeyi sa\u011flamak i\u00e7in 30 milyar dolara kadar sat\u0131\u015f yap\u0131laca\u011f\u0131 ve bankalara 15 milyar dolara kadar kredi verilece\u011fi ifade edildi. Bu i\u015flemlerle amac\u0131n \u015eekel’deki dalgalanmay\u0131 s\u0131n\u0131rlamak oldu\u011fu belirtildi.<\/p>\n
Tel Aviv Borsas\u0131’nda b\u00fcy\u00fck \u015firketlerin yer ald\u0131\u011f\u0131 TA-35 endeksi ise d\u00fcn y\u00fczde 6,4 d\u00fc\u015ferken, bu da son 37 ay\u0131n en b\u00fcy\u00fck g\u00fcnl\u00fck kayb\u0131 olarak kay\u0131tlara ge\u00e7ti.<\/p>\n