\n<\/p>\n
Emtia piyasas\u0131nda ge\u00e7en hafta devam eden jeopolitik riskler ve para politikas\u0131na y\u00f6nelik belirsizliklerle y\u00fckseli\u015f e\u011filimi s\u0131n\u0131rland\u0131.<\/p>\n
Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n daha da \u015fiddetlenebilece\u011fi ve ABD Merkez Bankas\u0131’n\u0131n (Fed) s\u0131k\u0131 para politikas\u0131n\u0131 beklenenden daha uzun s\u00fcre s\u00fcrd\u00fcrebilece\u011fine y\u00f6nelik endi\u015feler emtia piyasas\u0131n\u0131 etkileyen en \u00f6nemli unsurlar oldu.<\/p>\n
Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n a\u00e7\u0131klamalar\u0131 varl\u0131k fiyatlar\u0131n\u0131 etkilerken, Powell, ekonomik b\u00fcy\u00fcmenin ve i\u015f g\u00fcc\u00fc talebinin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 g\u00f6steren son verileri dikkatle izlediklerini ve b\u00fcy\u00fcmenin s\u00fcrekli olarak trendin \u00fczerinde oldu\u011funu veya i\u015f g\u00fcc\u00fc piyasas\u0131ndaki s\u0131k\u0131l\u0131\u011f\u0131n azalmad\u0131\u011f\u0131na dair ek kan\u0131tlar\u0131n para politikas\u0131n\u0131n daha da s\u0131k\u0131la\u015ft\u0131r\u0131lmas\u0131n\u0131 gerektirebilece\u011fini ifade etti.<\/p>\n
S\u0131k\u0131la\u015ft\u0131rman\u0131n h\u0131zl\u0131 temposu g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda hala anlaml\u0131 bir s\u0131k\u0131la\u015ft\u0131rma olabilece\u011fine i\u015faret eden Powell, enflasyonu zaman i\u00e7inde s\u00fcrd\u00fcr\u00fclebilir bir \u015fekilde y\u00fczde 2’ye indirecek kadar k\u0131s\u0131tlay\u0131c\u0131 bir politika duru\u015fu elde etmeye ve enflasyonun bu hedefe do\u011fru gitti\u011finden emin olana kadar politikay\u0131 k\u0131s\u0131tlay\u0131c\u0131 tutmaya kararl\u0131 olduklar\u0131n\u0131 bildirdi.<\/p>\n
Tahvil faizlerindeki y\u00fckseli\u015fe de de\u011finen Powell, “Y\u00fcksek tahvil faizlerinin, y\u00fcksek enflasyon beklentisi veya beklenen faiz art\u0131\u015f\u0131 konusundan kaynaklanmad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcndeyim.” dedi. Powell, tahvil faizlerindeki y\u00fckseli\u015fin finansal ko\u015fullar\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131\u011f\u0131n\u0131 da hat\u0131rlatt\u0131.<\/p>\n
Para piyasalar\u0131ndaki fiyatlamalarda Fed’in gelecek ay politika faizini de\u011fi\u015ftirmeyece\u011fine kesin g\u00f6z\u00fcyle bak\u0131l\u0131rken aral\u0131k ve ocak toplant\u0131s\u0131nda da politika faizinin sabit b\u0131rak\u0131labilece\u011fi \u00f6ng\u00f6r\u00fcleri g\u00fc\u00e7lendi.<\/p>\n
\u00d6te yandan, tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131 ge\u00e7en hafta \u00f6ne \u00e7\u0131karken, ABD’nin 10 y\u0131ll\u0131k tahvil faizi ge\u00e7en hafta y\u00fczde 5 seviyesini a\u015farak son 16 y\u0131l\u0131n zirvesini test etti.<\/p>\n
Analistler, Fed’in att\u0131\u011f\u0131 ad\u0131mlara kar\u015f\u0131n ekonomik aktivitede istenilen yava\u015flaman\u0131n sa\u011flanamad\u0131\u011f\u0131n\u0131 ve enflasyon tehdidinin hala endi\u015fe kayna\u011f\u0131 olmaya devam etti\u011fini kaydederek bu durumun tahvil piyasalar\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 dile getirdi.<\/p>\n
\u00c7in h\u00fck\u00fcmetinin ekonomiye rekor seviyede likidite sa\u011flamas\u0131 ve \u00fclkede a\u00e7\u0131klanan makroekonomik verilerin iyi gelmesinin emtia piyasas\u0131na olumlu etkisi ise beklenen d\u00fczeye ula\u015fmad\u0131.<\/p>\n
\u00c7in ekonomisi, y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 2022’nin ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 4,9 b\u00fcy\u00fcyerek y\u00fczde 4,5’lik beklentileri geride b\u0131rak\u0131rken, \u00fclkede sanayi \u00fcretimi de eyl\u00fclde y\u0131ll\u0131k bazda y\u00fczde 4,5 ve perakende sat\u0131\u015flar y\u00fczde 5,5 artarak \u00f6ng\u00f6r\u00fcleri a\u015ft\u0131. Analistler, s\u00f6z konusu verilere kar\u015f\u0131n \u00c7in ekonomisine ili\u015fkin endi\u015felerin varl\u0131\u011f\u0131n\u0131 korudu\u011funu kaydetti.<\/p>\n
Ge\u00e7en hafta 1.997 dolarla may\u0131s ay\u0131ndan bu yana en y\u00fcksek seviyeyi test eden alt\u0131n\u0131n ons fiyat\u0131 da haftay\u0131 y\u00fczde 2,5 art\u0131\u015fla 1.981 dolardan tamamlad\u0131. G\u00fcm\u00fc\u015f y\u00fczde 2,9, platin y\u00fczde 1,6 artarken, paladyum y\u00fczde 4,3 azal\u0131\u015f kaydetti.<\/p>\n
Otomobillerde kullan\u0131lan katalitik konvart\u00f6re olan talebe y\u00f6nelik endi\u015felerin devam etmesiyle paladyum fiyatlar\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc 5. haftaya ta\u015f\u0131d\u0131.<\/p>\n
Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n daha da \u015fiddetlenebilece\u011fi endi\u015fesiyle Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n yapt\u0131\u011f\u0131 “\u015fahin” tonlu s\u00f6zle y\u00f6nlendirmelerine ra\u011fmen g\u00fcvenli liman olarak nitelendirilen alt\u0131na talep g\u00fc\u00e7l\u00fc kalmaya devam etti.<\/p>\n
Analistler, k\u00fcresel piyasalarda artan jeopolitik risklerin yat\u0131r\u0131mc\u0131lar\u0131 temkinli davranmaya y\u00f6nlendirdi\u011fini belirterek, artan risk alg\u0131s\u0131n\u0131n g\u00fcvenli liman varl\u0131klara olan talebi destekledi\u011fini ifade etti.<\/p>\n
\u00d6te yandan, \u00c7in\u2019de beklentilerden iyi gelen makroekonomik veriler de g\u00fcm\u00fc\u015f\u00fc olumlu etkileyen unsurlardan bir tanesi oldu.<\/p>\n
\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131n\u0131n petrol arz\u0131n\u0131 etkileyebilece\u011fine y\u00f6nelik korkular\u0131n artmas\u0131yla Brent petrol\u00fcn varil fiyat\u0131, haftay\u0131 y\u00fczde 1,4 art\u0131\u015fla 91,3 dolardan tamamlad\u0131.<\/p>\n
ABD y\u00f6netimi, Venezuela’da h\u00fck\u00fcmetin muhalefet ile se\u00e7imlerin 2024’te yap\u0131lmas\u0131 konusunda anla\u015fmaya varmas\u0131n\u0131n ard\u0131ndan \u00fclkenin petrol, do\u011fal gaz ve alt\u0131n sekt\u00f6rlerine y\u00f6nelik uygulad\u0131\u011f\u0131 baz\u0131 yapt\u0131r\u0131mlar\u0131 ask\u0131ya ald\u0131.<\/p>\n
Amerikan Petrol Enstit\u00fcs\u00fc, \u00fclkenin ham petrol stoklar\u0131nda bir \u00f6nceki hafta 4 milyon 383 bin varil d\u00fc\u015f\u00fc\u015f tahmin edildi\u011fini a\u00e7\u0131klad\u0131. Piyasa beklentisi, stoklar\u0131n 1 milyon 267 bin varil azalaca\u011f\u0131 y\u00f6n\u00fcndeydi.\u2028\u2028<\/p>\n
\u0130ran\u2019\u0131n M\u00fcsl\u00fcman \u00fclkelere \u0130srail\u2019le petrol ambargosu uygulanmas\u0131na y\u00f6nelik \u00e7a\u011fr\u0131 yapmas\u0131 da Brent petrol fiyatlar\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc hareket etmesinde etkili oldu.<\/p>\n
New York Ticaret Borsas\u0131’nda i\u015flem g\u00f6ren do\u011fal gaz\u0131n fiyat\u0131 ise y\u00fczde 10,4 azald\u0131.<\/p>\n
K\u00fcresel ekonomik aktiviteye ili\u015fkin devam eden endi\u015felerle baz metaller piyasas\u0131na oynakl\u0131k hakim oldu.<\/p>\n
Tezgah \u00fcst\u00fc piyasada bak\u0131r y\u00fczde 0,5, \u00e7inko y\u00fczde 0,7, al\u00fcminyum y\u00fczde 0,8 de\u011fer kaybederken, kur\u015fun y\u00fczde 2,3, nikel y\u00fczde 0,8 de\u011fer kazand\u0131.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r \u00fcreticilerinden Rio Tinto’nun 3. \u00e7eyrekte beklentileri a\u015fan \u00fcretimi ve \u00c7in ekonomisine y\u00f6nelik endi\u015felerin g\u00fc\u00e7l\u00fc kalmas\u0131yla bak\u0131r\u0131n libresi 3,5185’le 4 Kas\u0131m 2022’den bu yana en d\u00fc\u015f\u00fck seviyeyi test etti.<\/p>\n
Analistler, bak\u0131r\u0131n geni\u015f kullan\u0131m alan\u0131 nedeniyle piyasalarda ekonomik aktiviteye y\u00f6nelik sinyallerinin \u00f6nemli oldu\u011funu kaydederek, s\u00f6z konusu de\u011fer kayb\u0131nda artan arz\u0131n \u00f6nemli rol oynamas\u0131na kar\u015f\u0131n d\u00fcnya genelinde yava\u015flayan ekonomik aktivitenin bak\u0131rdaki d\u00fc\u015f\u00fc\u015f e\u011filiminde etkili oldu\u011funu aktard\u0131.<\/p>\n
Ge\u00e7en hafta tar\u0131m emtia grubundaki \u00fcr\u00fcnler kar\u0131\u015f\u0131k bir seyir izledi.<\/p>\n
Chicago Ticaret Borsas\u0131’nda i\u015flem g\u00f6ren bu\u011fday y\u00fczde 0,8, m\u0131s\u0131r y\u00fczde 0,5 ve soya fasulyesi y\u00fczde 1,7 artarken, pirin\u00e7 y\u00fczde 0,8 d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n
Kakao fiyatlar\u0131, k\u00fcresel kakao talebinin g\u00fc\u00e7lendi\u011fine dair i\u015faretlerle artt\u0131. Fildi\u015fi Sahili’nde bulunan Profesyonel Kahve ve Kakao \u0130hracat\u00e7\u0131lar\u0131 Grubu GEPEX, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekteki kakao i\u015fleme i\u015fleminin bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 7 art\u0131\u015fla 183 bin 731 metrik ton oldu\u011funu bildirdi. S\u00f6z konusu geli\u015fmeler kakaoya olan talebi art\u0131rd\u0131.<\/p>\n
\u015eeker fiyatlar\u0131, Hindistan\u2019\u0131n i\u00e7 pazarda herhangi bir \u015feker k\u0131tl\u0131\u011f\u0131yla kar\u015f\u0131 kar\u015f\u0131ya kalmayaca\u011f\u0131na y\u00f6nelik haberler sonras\u0131nda d\u00fc\u015ft\u00fc. Analistler, \u00fclkenin \u015feker ihracat\u0131na devam etme olas\u0131l\u0131\u011f\u0131n\u0131n devam etti\u011fini ve bunun da \u015fekere y\u00f6nelik endi\u015feleri azaltt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Ge\u00e7en hafta, ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’de i\u015flem g\u00f6ren kahve haftay\u0131 y\u00fczde 6,9, kakao y\u00fczde 5,9 kazan\u00e7la tamamlarken, pamuk y\u00fczde 4,2, \u015feker y\u00fczde 0,7 azal\u0131\u015f kaydetti.<\/p>\n
\u00d6te yandan kahve piyasas\u0131nda ise yeni sezonda \u00fcretim a\u00e7\u0131\u011f\u0131 olaca\u011f\u0131na y\u00f6nelik beklentiler, fiyatlarda y\u00fckseli\u015fler ya\u015fanmas\u0131na neden oldu.<\/p>\n
Uluslararas\u0131 Kahve Organizasyonu (ICO), 2022\/23 sezonunda 7,3 milyon torba \u00fcretim a\u00e7\u0131\u011f\u0131 olaca\u011f\u0131n\u0131 tahmin ediyor.<\/p>\n