\u00c7in\u2019in nisan verileri, 1\u00c7 b\u00fcy\u00fcmesinin beklentileri a\u015fmas\u0131na ra\u011fmen t\u00fcketim ve yat\u0131r\u0131m\u0131n yava\u015flamas\u0131yla i\u00e7 talebin zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. \u0130hracat piyasa tahminlerini a\u015farak sanayi \u00fcretimini destekledi.<\/p>\n
Perakende sat\u0131\u015f b\u00fcy\u00fcmesi ve sabit sermaye yat\u0131r\u0131m\u0131 b\u00fcy\u00fcmesi yava\u015flad\u0131; bu g\u00f6r\u00fcn\u00fcm, kredi talebinin zay\u0131f seyretti\u011fine i\u015faret eden \u00f6nceki verilerle uyumlu. Yeniden enflasyon (fiyatlar\u0131n yeniden y\u00fckseli\u015f e\u011filimine girmesi) b\u00fcy\u00fck \u00f6l\u00e7\u00fcde k\u00fcresel emtia (bak\u0131r, petrol gibi) fiyatlar\u0131ndaki art\u0131\u015fla s\u00fcrd\u00fc.<\/p>\n
K\u00fcresel emtia fiyatlar\u0131, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131ndaki art\u0131\u015f ve Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalarla ili\u015fkilendirildi. Orta Do\u011fu kaynakl\u0131 ekonomik etkilerin nisan ay\u0131nda g\u00f6r\u00fclmeye ba\u015flam\u0131\u015f olabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
H\u00fck\u00fcmetin, yat\u0131r\u0131m\u0131 dengelemek i\u00e7in \u00f6n\u00fcm\u00fczdeki aylarda maliye politikas\u0131n\u0131 (kamu harcamalar\u0131 ve vergi ad\u0131mlar\u0131) daha h\u0131zl\u0131 devreye almas\u0131 bekleniyor. Orta Do\u011fu\u2019nun bu y\u0131l belirsizlik kayna\u011f\u0131 olmaya devam edece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
ABD-\u00c7in ili\u015fkilerinin genel olarak istikrarl\u0131 kalmas\u0131, ancak aral\u0131kl\u0131 gerilimlerin m\u00fcmk\u00fcn olmas\u0131 bekleniyor. Kontroll\u00fc bir \u201cate\u015fkes\u201d \u00fczerinde \u00f6rt\u00fck uzla\u015f\u0131, ili\u015fkilerde sert ve bozucu bir k\u00f6t\u00fcle\u015fme riskini s\u0131n\u0131rlayabilir.<\/p>\n
Nisan 2025\u2019teki de\u011ferlendirmeye d\u00f6n\u00fcld\u00fc\u011f\u00fcnde, \u00c7in ekonomisinde belirgin bir ayr\u0131\u015fma g\u00f6r\u00fclm\u00fc\u015ft\u00fc: G\u00fc\u00e7l\u00fc ihracat sanayi \u00fcretimini ayakta tutarken, perakende sat\u0131\u015f ve yat\u0131r\u0131mla \u00f6l\u00e7\u00fclen i\u00e7 talep belirgin \u015fekilde zay\u0131ft\u0131. D\u0131\u015f talebin i\u00e7 taraftaki zay\u0131fl\u0131\u011f\u0131 perdelemesi temas\u0131, ge\u00e7en y\u0131l\u0131n zeminini olu\u015fturdu.<\/p>\n
Bu tablo art\u0131k de\u011fi\u015fti. 2025 sonundaki mali destek yat\u0131r\u0131m\u0131 yaln\u0131zca k\u0131smen dengeledi. Nisan 2026 verileri, perakende sat\u0131\u015f b\u00fcy\u00fcmesinin %2,9 ile zay\u0131f kald\u0131\u011f\u0131n\u0131; k\u00fcresel talepteki yava\u015flama nedeniyle ihracat\u0131n da iki ayd\u0131r \u00fcst \u00fcste darald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Ge\u00e7en y\u0131l\u0131n d\u0131\u015f kaynakl\u0131 destek aya\u011f\u0131 zay\u0131fl\u0131yor.<\/p>\n
2025\u2019te g\u00f6r\u00fclen emtia kaynakl\u0131 yeniden enflasyon da belirgin \u015fekilde so\u011fudu. Bak\u0131r fiyat\u0131 2025 sonundaki zirvelerine g\u00f6re yakla\u015f\u0131k %8 gerileyerek ton ba\u015f\u0131na 9.200 dolar civar\u0131nda i\u015flem g\u00f6r\u00fcyor; petrol ise 80 dolar\u0131n d\u00fc\u015f\u00fck band\u0131nda dengelendi. Bu durum ithal enflasyon bask\u0131s\u0131n\u0131 (d\u0131\u015far\u0131dan gelen fiyat art\u0131\u015flar\u0131n\u0131n i\u00e7 fiyatlara yans\u0131mas\u0131) azalt\u0131yor; ancak ge\u00e7en y\u0131l sanayi k\u00e2rlar\u0131n\u0131 destekleyen \u00f6nemli bir r\u00fczg\u00e2r\u0131 da zay\u0131flat\u0131yor.<\/p>\n
2025\u2019te \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc gibi ABD-\u00c7in ili\u015fkilerinde aral\u0131kl\u0131 gerilimler ya\u015fand\u0131; \u00f6rne\u011fin \u015eubat 2026\u2019da getirilen yeni teknoloji k\u0131s\u0131tlamalar\u0131. Bu kal\u0131c\u0131 gerilim, \u00c7in varl\u0131klar\u0131nda ima edilen oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131n\u0131n i\u015faret etti\u011fi beklenen fiyat dalgalanmas\u0131) d\u00fc\u015f\u00fck fiyatlanm\u0131\u015f olabilece\u011fine i\u015faret ediyor. Bu nedenle jeopolitik man\u015fetlere ba\u011fl\u0131 ani piyasa dalgalanmalar\u0131na haz\u0131rl\u0131kl\u0131 olmak gerekir.<\/p>\n
Hem i\u00e7 hem d\u0131\u015f b\u00fcy\u00fcme dinamiklerinin zay\u0131flamas\u0131yla yat\u0131r\u0131mc\u0131lar\u0131n koruyucu stratejileri de\u011ferlendirmesi \u00f6ne \u00e7\u0131k\u0131yor. FXI gibi geni\u015f \u00c7in hisse senedi ETF\u2019lerinde (borsada i\u015flem g\u00f6ren fon) sat\u0131m opsiyonu (put: fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma sa\u011flayan opsiyon) almak, a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklere kar\u015f\u0131 korunma sa\u011flayabilir. Y\u00f6n\u00fcn net olmad\u0131\u011f\u0131 dalgal\u0131 bir seyir bekleyenler i\u00e7in opsiyonlarla oynakl\u0131k almak (fiyat dalgalanmas\u0131 \u00fczerine pozisyon almak) \u00f6n\u00fcm\u00fczdeki haftalarda etkili olabilir.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" \u00c7in\u2019de alarm: \u0130hracat deste\u011fi soluyor, i\u00e7 talep h\u00e2l\u00e2 zay\u0131f. Perakende sat\u0131\u015f ve yat\u0131r\u0131mlar yava\u015f, kredi i\u015ftah\u0131 d\u00fc\u015f\u00fck. Emtia kaynakl\u0131 yeniden enflasyon s\u00f6nd\u00fc. Jeopolitik gerilim oynakl\u0131k riskini art\u0131r\u0131yor. Koruma stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-46887","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46887","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=46887"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46887\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}