\n<\/p>\n
\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131n\u0131n daha geni\u015f bir alana yay\u0131labilece\u011fi endi\u015fesi g\u00fcvenli liman varl\u0131klar\u0131ndan alt\u0131na talebi art\u0131rd\u0131.<\/p>\n
Hamas’\u0131n askeri kanad\u0131 \u0130zzeddin el-Kassam Tugaylar\u0131, ge\u00e7en 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 g\u00fcvenli liman varl\u0131klar\u0131na olan talebin g\u00fc\u00e7lendi\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n
\u00d6te yandan \u0130srail’in Suriye’ye sald\u0131r\u0131s\u0131nda \u015eam ve Halep’teki uluslararas\u0131 havalimanlar\u0131n\u0131n e\u015f zamanl\u0131 hizmet d\u0131\u015f\u0131 kald\u0131\u011f\u0131 haberleriyle birlikte alt\u0131n\u0131n ons fiyat\u0131 haftay\u0131 y\u00fczde 5,47 artarak 1.932,86 dolardan tamamlad\u0131.<\/p>\n
Kaydetti\u011fi 5,47’lik art\u0131\u015fla 7 ay\u0131n en y\u00fcksek haftal\u0131k kazanc\u0131na ula\u015fan alt\u0131n\u0131n ons fiyat\u0131, 13-17 Mart 2023 haftas\u0131nda y\u00fczde 6,5 haftal\u0131k kazan\u00e7 sa\u011flam\u0131\u015ft\u0131.<\/p>\n
Analistler, alt\u0131n\u0131n ons fiyat\u0131n\u0131n 27 Eyl\u00fcl’den bu yana ilk kez 1.900 dolar\u0131 a\u015ft\u0131\u011f\u0131na dikkati \u00e7ekti.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda ABD Merkez Bankas\u0131 (Fed) ve Avrupa Merkez Bankas\u0131n\u0131n (ECB) y\u0131l\u0131n geri kalan\u0131nda yap\u0131lacak toplant\u0131larda politika faizini sabit tutaca\u011f\u0131 beklentisi g\u00fc\u00e7l\u00fc \u015fekilde \u00f6ne \u00e7\u0131karken banka \u00fcyelerinin s\u00f6zle y\u00f6nlendirmelerindeki ton da yava\u015f yava\u015f “g\u00fcvercinle\u015fmesiyle” tahvil faizlerindeki gerileme de alt\u0131n\u0131n ons fiyat\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde destekledi.<\/p>\n
Fed Y\u00f6netim Kurulu \u00dcyesi Christopher Waller, finansal piyasalardaki s\u0131k\u0131la\u015fman\u0131n Fed’in faiz oranlar\u0131yla ilgili daha fazla ad\u0131m atmadan \u00f6nce ne olaca\u011f\u0131n\u0131 “izleyip g\u00f6rmesine” izin verebilece\u011fini bildirirken Atlanta Fed Ba\u015fkan\u0131 Raphael Bostic de enflasyondaki d\u00fc\u015f\u00fc\u015f durmad\u0131k\u00e7a Fed’in faiz oranlar\u0131n\u0131 art\u0131rmaya devam etmesine gerek olmad\u0131\u011f\u0131n\u0131 belirterek “Bug\u00fcn faiz oranlar\u0131 konusunda daha fazla bir \u015fey yapmam\u0131za gerek oldu\u011funu d\u00fc\u015f\u00fcnm\u00fcyorum.” ifadesini kullanm\u0131\u015ft\u0131.<\/p>\n
Analistler, Fed’in y\u00fczde 94 ihtimalle politika faizini y\u00fczde 5,25-5,50 aral\u0131\u011f\u0131nda sabit tutaca\u011f\u0131n\u0131 dile getirerek ABD’nin 10 y\u0131ll\u0131k tahvil faizinin yakla\u015f\u0131k 17 baz puan gerileyerek y\u00fczde 4,6240’a indi\u011fini belirtti.<\/p>\n
Alt\u0131n\u0131n genellikle belirsizlik d\u00f6nemlerinde, \u00f6zellikle sava\u015flarda, g\u00fcvenli liman \u00f6zelli\u011finin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ifade eden analistler, b\u00f6lgede tansiyonun y\u00fckselmesi durumunda alt\u0131n talebinin artabilece\u011fini s\u00f6yledi.<\/p>\n
G\u00fcvenli liman ara\u00e7lar\u0131ndan g\u00fcm\u00fc\u015f de haftay\u0131 y\u00fczde 5, 2 y\u00fckseli\u015fle tamamlad\u0131.<\/p>\n
\u0130\u015f Yat\u0131r\u0131m Uluslararas\u0131 Sermaye Piyasalar\u0131 M\u00fcd\u00fcr\u00fc \u015eant Manukyan, alt\u0131n\u0131n hareketinin do\u011fal olarak Orta Do\u011fu’daki gerginli\u011fe ba\u011fland\u0131\u011f\u0131n\u0131 ancak bu y\u00fckseli\u015fin faizlerdeki gerilemenin yaratt\u0131\u011f\u0131 bir ivme oldu\u011funu dile getirdi.<\/p>\n
ABD’de 10 y\u0131ll\u0131k tahvil faizinin ge\u00e7en hafta ABD’de a\u00e7\u0131klanan istihdam verisinden \u00f6nce 4,88 seviyesine kadar \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve daha sonra 4,60 seviyelerine kadar geriledi\u011fini vurgulayan Manukyan, bundan \u00f6nce alternatif ve reel getirilerin y\u00fckselmesinin alt\u0131n i\u00e7in negatif bir geli\u015fme oldu\u011funu ancak \u015fu anda tam tersine getirilerin d\u00fc\u015fmesinin alt\u0131n\u0131 pozitif etkiledi\u011fini aktard\u0131.<\/p>\n
Manukyan, sava\u015f\u0131n \u0130srail’le ba\u015fka bir devletin sava\u015f\u0131na d\u00f6n\u00fc\u015fmedi\u011fi s\u00fcrece alt\u0131n \u00fczerinde \u00e7ok fazla bir etkisinin olmayaca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fcnde bulundu.<\/p>\n
Sava\u015fa ba\u015fka bir devletin girmesinin tart\u0131\u015f\u0131lmas\u0131 ya da \u0130ran’a operasyon gibi durumlar\u0131n ortaya \u00e7\u0131kmas\u0131 durumunda alt\u0131n\u0131n y\u00fckselebilece\u011fini kaydeden Manukyan, “Bunlar jeopolitik konular ve tam olarak da kimsenin bilmedi\u011fi tats\u0131z konular. \u015eunu s\u00f6yleyebiliriz: \u00d6nce Ukrayna sava\u015f\u0131, ard\u0131ndan Orta Do\u011fu’da kal\u0131c\u0131 olaca\u011f\u0131n\u0131 s\u00f6yleyebilece\u011fimiz gerginlik seviyesinde bir art\u0131\u015f var.<\/p>\n
Keza \u00c7in taraf\u0131nda Tayvan’la ilgili soru i\u015faretleri devam ediyor. ABD veya Bat\u0131 kar\u015f\u0131t\u0131 blokun rezervlerinde alt\u0131n\u0131n pay\u0131n\u0131 art\u0131r\u0131yor olmas\u0131 gibi baz\u0131 dinamikleri de koyarsak jeopolitik gerginlik primi kal\u0131c\u0131 olacak.<\/p>\n
S\u0131cak sava\u015f\u0131 hissetmesek bile kal\u0131c\u0131 baz\u0131 dinamikler var bunlar alt\u0131n fiyatlar\u0131n\u0131n orta ve uzun vadede yukar\u0131ya do\u011fru ivmelenmesine neden olacak geli\u015fmeler. Ama \u015funu s\u00f6yleyebiliriz; tahvil getirilerinin geriliyor olmas\u0131 alt\u0131n i\u00e7in pozitif.”<\/p>\n
New York’ta veri hizmetleri sunan Oanda’n\u0131n K\u0131demli Piyasa Analisti Kelvin Wong da alt\u0131n\u0131n ons fiyat\u0131ndaki y\u00fckseli\u015fin Orta Do\u011fu’dan kaynaklanan jeopolitik risk priminin hala devam etmesiyle ba\u011flant\u0131l\u0131 oldu\u011funu belirtti.<\/p>\n
Saxo Capital Emtia Strateji Ba\u015fkan\u0131 Ole Hansen ise Fed’in faiz oranlar\u0131nda art\u0131k zirveye ula\u015fm\u0131\u015f olabilece\u011fine dair \u00f6ng\u00f6r\u00fcler ve Orta Do\u011fu’dan kaynaklanan endi\u015felerin alt\u0131n\u0131n ons fiyat\u0131 i\u00e7in destekleyici oldu\u011funu dile getirdi.<\/p>\n