Piyasalar, 3\u00c7\u2019nin son haftalar\u0131na egemen tahvillerde yo\u011funla\u015fan oynakl\u0131kla giriyor. Brent petrol, ge\u00e7en haftaki %3\u2019l\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan haftaya %1,4 ekside ba\u015flarken, hisse senetlerinin daha g\u00fc\u00e7l\u00fc bir a\u00e7\u0131l\u0131\u015f yapmas\u0131 bekleniyor. Odak ham petrolden rafine \u00fcr\u00fcnlere kay\u0131yor: ABD dizeli ge\u00e7en hafta rekor k\u0131rarken, \u0130ngiltere\u2019de kur\u015funsuz benzin litre ba\u015f\u0131na 161,66p\u2019a y\u00fckselerek d\u00f6rt y\u0131l\u0131n yeni zirvesini g\u00f6rd\u00fc; bu tablo T\u00dcFE \u00fczerindeki bask\u0131y\u0131 canl\u0131 tutarken faizlere ili\u015fkin belirsizli\u011fi de besliyor. Tahvil hareketleri sert kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor; Fransa\u2019da 2 y\u0131ll\u0131k ve 10 y\u0131ll\u0131k tahvil getirileri cuma g\u00fcn\u00fc 10\u2019ar baz puan y\u00fckselerek 10 y\u0131ll\u0131k faizi 2007\u2019den bu yana en y\u00fcksek seviyeye ta\u015f\u0131d\u0131. \u0130ngiltere\u2019de ise \u0130ngiltere Merkez Bankas\u0131 (BoE) niceliksel s\u0131k\u0131la\u015ft\u0131rmay\u0131 (QT) yeniden ayarlad\u0131; planlanan bilan\u00e7o k\u00fc\u00e7\u00fclmesini sekiz y\u0131lda 70 milyar sterlinden 46 milyar sterline d\u00fc\u015f\u00fcrd\u00fc ve Gilt sat\u0131\u015flar\u0131n\u0131 Nisan 2027\u2019ye kadar durdurdu.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftan\u0131n \u00e7er\u00e7evesini veriler ve jeopolitik geli\u015fmeler \u00e7iziyor. Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanacak \u0130ngiltere kamu maliyesi verilerinin, a\u011fustos ay\u0131nda bor\u00e7lanman\u0131n 15,7 milyar sterlin oldu\u011funu; net borcun GSYH\u2019nin %94,1\u2019i seviyesine geldi\u011fini g\u00f6stermesi bekleniyor. A\u011fustos 2025 bor\u00e7lanmas\u0131 ise 18 milyar sterlin olarak ger\u00e7ekle\u015fmi\u015fti. K\u00fcresel PMI verileri, Atlanta Fed\u2019in ABD 3\u00c7 b\u00fcy\u00fcmesine ili\u015fkin %5,1 seviyesindeki GDPNow tahminiyle birlikte yak\u0131ndan izlenecek. Ge\u00e7en hafta GBP\/USD\u2019nin %0,88 gerilemesi sonras\u0131 sterlin yeniden test edilebilir; 1,34 dolar seviyesi referans noktas\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Enerji arz\u0131 taraf\u0131ndaki riskler, sald\u0131r\u0131lar\u0131n ard\u0131ndan Suudi Arabistan\u2019\u0131n Avrupa\u2019ya y\u00f6nelik ilave petrol ihracat\u0131n\u0131 durdurdu\u011funa ili\u015fkin haberler ve Ukrayna\u2019n\u0131n Moskova\u2019ya d\u00fczenledi\u011fi \u015fimdiye kadarki en b\u00fcy\u00fck \u0130HA sald\u0131r\u0131s\u0131 sonras\u0131nda art\u0131\u015f g\u00f6sterdi. Eyl\u00fclde Rusya\u2019n\u0131n en b\u00fcy\u00fck alt\u0131 dizel rafinerisinin yar\u0131s\u0131 \u00fcretimi k\u0131sarken ya da durdururken, hisse piyasalar\u0131nda performans g\u00f6rece dayan\u0131kl\u0131 kald\u0131: VIX gerilerken, Philadelphia Yar\u0131 \u0130letken endeksi ge\u00e7en hafta %1,5 y\u00fckseldi.<\/p>\n\n\n\n
Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":" Tahvil oynakl\u0131\u011f\u0131 t\u0131rman\u0131rken rafine \u00fcr\u00fcn fiyatlar\u0131 enflasyon bask\u0131s\u0131n\u0131 diri tutuyor: dizel rekorda, benzin 4 y\u0131l zirvede. Fransa getirileri s\u0131\u00e7rad\u0131, BoE QT\u2019yi yumu\u015fatt\u0131; riskler enerji arz\u0131nda.<\/p>\n","protected":false},"author":87,"featured_media":49979,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68632","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t