{"id":146,"date":"2026-09-15T07:04:53","date_gmt":"2026-09-15T07:04:53","guid":{"rendered":"https:\/\/almanbet999.cam\/index.php\/2026\/09\/15\/kuresel-piyasalarda-yukselen-tahvil-faizleri-ve-yapay-zeka-baskisi-suruyor\/"},"modified":"2026-09-15T07:04:53","modified_gmt":"2026-09-15T07:04:53","slug":"kuresel-piyasalarda-yukselen-tahvil-faizleri-ve-yapay-zeka-baskisi-suruyor","status":"publish","type":"post","link":"https:\/\/almanbet999.cam\/index.php\/2026\/09\/15\/kuresel-piyasalarda-yukselen-tahvil-faizleri-ve-yapay-zeka-baskisi-suruyor\/","title":{"rendered":"K\u00fcresel piyasalarda y\u00fckselen tahvil faizleri ve yapay zeka bask\u0131s\u0131 s\u00fcr\u00fcyor"},"content":{"rendered":"<p>Orta Do\u011fu&amp;#39;da \u00e7at\u0131\u015fmalar\u0131n devam etmesiyle y\u00fcksek seyreden petrol fiyatlar\u0131 ve artan tahvil faizleri \u00f6nde gelen merkez bankalar\u0131n\u0131n faiz kararlar\u0131 \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n temkinli davranmas\u0131na neden oluyor.Analistler, piyasalar\u0131n enerji \u015fokunun getirdi\u011fi maliyet art\u0131\u015flar\u0131yla enflasyonist riskleri yeniden fiyatlad\u0131\u011f\u0131n\u0131, bu durumun da merkez bankalar\u0131n\u0131n i\u015fini zorla\u015ft\u0131rabilece\u011fini s\u00f6yledi.Yemen&amp;#39;deki Husilerin Suudi Arabistan&amp;#39;a y\u00f6nelik yeni bir sald\u0131r\u0131 d\u00fczenlemesi petrol arz\u0131na ili\u015fkin endi\u015felerin artmas\u0131na neden oldu.<\/p>\n<p>Bu geli\u015fmeyle kas\u0131m vadeli Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 1,7 art\u0131\u015fla 107,4 seviyesinde seyrediyor.ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran ile \u00e7at\u0131\u015fma sona erdi\u011finde petrol fiyatlar\u0131n\u0131n d\u00fc\u015fece\u011fini belirtti.Orta Do\u011fu&amp;#39;da artan jeopolitik gerilimlerin etkisiyle petrol fiyatlar\u0131nda ya\u015fanan h\u0131zl\u0131 y\u00fckseli\u015f, enflasyonun kal\u0131c\u0131 olabilece\u011fine y\u00f6nelik endi\u015feleri tetikledi.<\/p>\n<p>Bu endi\u015felerle ABD&amp;#39;nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5,03&amp;#39;le Temmuz 2007&amp;#39;den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.ABD Merkez Bankas\u0131n\u0131n (Fed) enflasyonla m\u00fccadele kapsam\u0131nda para politikas\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131raca\u011f\u0131na ili\u015fkin beklentilerin g\u00fc\u00e7lenmesi de tahvil faizlerinde sat\u0131\u015f bask\u0131s\u0131na neden oluyor.<\/p>\n<p>Fed&amp;#39;in 2 g\u00fcn s\u00fcrecek faiz karar\u0131 toplant\u0131s\u0131 bug\u00fcn ba\u015flayacak. Para piyasalar\u0131ndaki fiyatlamalarda bankan\u0131n faiz art\u0131r\u0131m\u0131na gitmesine kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor.Banka en son faiz art\u0131r\u0131m\u0131n\u0131 Temmuz 2023`te ger\u00e7ekle\u015ftirmi\u015fti. Fed&amp;#39;in faiz art\u0131r\u0131m\u0131na gidece\u011fine y\u00f6nelik fiyatlamalarla dolar endeksi y\u00fczde 0,1 art\u0131\u015fla 99,6 seviyesinde seyrediyor.Y\u00fckselen dolar endeksi, petrol fiyatlar\u0131 ve tahvil faizlerine kar\u015f\u0131n alt\u0131n\u0131n onsu y\u00fczde 0,1 art\u0131\u015fla 4 bin 305 dolardan i\u015flem g\u00f6r\u00fcyor.Yapay zeka alan\u0131nda teknoloji geli\u015ftirmeyi yava\u015flatma y\u00f6n\u00fcndeki \u00e7a\u011fr\u0131lar da piyasalar\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam ediyor.<\/p>\n<p>ABD ile \u00c7in aras\u0131ndaki yo\u011fun rekabet g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, yapay zeka geli\u015ftirmede koordineli bir yava\u015flama ihtimalinin olup olmayaca\u011f\u0131na dair belirsizlikler g\u00f6r\u00fcl\u00fcyor.Bu arada ABD&amp;#39;li teknoloji \u015firketi Microsoft, yapay zeka g\u00fcvenli\u011fine ili\u015fkin tart\u0131\u015fmalar yo\u011funla\u015f\u0131rken gelecekte geli\u015ftirece\u011fi yapay zeka modellerinin davran\u0131\u015flar\u0131na s\u0131n\u0131rlar getirecek kurallar tasla\u011f\u0131 yay\u0131mlad\u0131.ABD Ba\u015fkan\u0131 Donald Trump, yapay zeka teknolojisinin kontrolden \u00e7\u0131kmas\u0131 y\u00f6n\u00fcnde &amp;quot;hastal\u0131kl\u0131 bir komplo y\u00fcr\u00fct\u00fcld\u00fc\u011f\u00fcn\u00fc&amp;quot; ileri s\u00fcrd\u00fc.<\/p>\n<p>\u00d6te yandan ABD Hazine Bakanl\u0131\u011f\u0131, \u0130ran&amp;#39;a y\u00f6nelik &amp;quot;ekonomik d\u0131\u015flama operasyonu&amp;quot; kapsam\u0131nda, \u00fclkenin yapt\u0131r\u0131mlardan ka\u00e7mas\u0131na yard\u0131m etti\u011fi iddias\u0131yla Rusya&amp;#39;n\u0131n \u00f6nde gelen finans kurulu\u015flar\u0131ndan VTB Bank&amp;#39;\u0131 yapt\u0131r\u0131m listesine ekledi.- New York borsas\u0131 negatif seyrettiNew York borsas\u0131, yapay zeka alan\u0131nda yava\u015flama endi\u015feleriyle haftan\u0131n ilk i\u015flem g\u00fcn\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.<\/p>\n<p>\u00c7ip \u015firketlerinden Nvidia&amp;#39;n\u0131n hisseleri y\u00fczde 3,4, AMD&amp;#39;nin hisseleri y\u00fczde 4,4, Broadcom&amp;#39;un hisseleri y\u00fczde 4,8, Intel&amp;#39;in hisseleri y\u00fczde 5,6 ve Marvell Technology&amp;#39;nin hisseleri y\u00fczde 7,3 de\u011fer kaybetti.Bu geli\u015fmelerle Dow Jones endeksi y\u00fczde 0,29, S&amp;amp;P 500 endeksi y\u00fczde 0,48 ve Nasdaq endeksi y\u00fczde 0,56 de\u011fer kaybetti.ABD&amp;#39;de endeks vadeli kontratlar g\u00fcne negatif ba\u015flad\u0131.- Avrupa borsalar\u0131, \u0130ngiltere hari\u00e7 negatif seyrettiAvrupa borsalar\u0131nda, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin risk i\u015ftah\u0131n\u0131 bask\u0131lamaya devam etmesi ve teknoloji hisselerinde g\u00f6r\u00fclen d\u00fc\u015f\u00fc\u015flerin h\u0131zlanmas\u0131yla \u0130ngiltere hari\u00e7 negatif bir seyir izlendi.Hollandal\u0131 teknoloji \u015firketi ASML&amp;#39;nin hisseleri y\u00fczde 6,1, Alman teknoloji \u015firketi Infineon Technologies&amp;#39;in hisseleri y\u00fczde 7,7 geriledi.<\/p>\n<p>Analistler, Avrupa&amp;#39;n\u0131n yapay zeka temas\u0131na maruz kalmas\u0131n\u0131n ABD ve Asya&amp;#39;ya kar\u015f\u0131 daha s\u0131n\u0131rl\u0131 olabilece\u011fini ve yapay zeka .Avrupa piyasalar\u0131n\u0131n y\u00f6n\u00fc \u00fczerinde jeopolitik geli\u015fmeler etkili oluyor.B\u00f6lgede bak\u0131r fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle madencilik hisselerinde de gerileme g\u00f6r\u00fcld\u00fc.<\/p>\n<p>Y\u00fckselen petrol fiyatlar\u0131n\u0131n enerji \u015firketlerinin hisselerini desteklemesiyle \u0130ngiltere borsas\u0131 y\u00fckseldi.B\u00f6lgede tahvil piyasas\u0131ndaki sat\u0131\u015f bask\u0131s\u0131 \u00f6ne \u00e7\u0131karken, Almanya&amp;#39;n\u0131n 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 3,55 ile 2009&amp;#39;dan bu yana en y\u00fcksek seviyeyi g\u00f6rd\u00fc.\u00d6te yandan Avrupa Merkez Bankas\u0131 (ECB) Y\u00f6netim Kurulu \u00dcyesi Isabel Schnabel, enerji fiyatlar\u0131ndaki y\u00fckseli\u015fin endi\u015fe verici oldu\u011fu uyar\u0131s\u0131nda bulundu.S\u00f6z konusu geli\u015fmelerle \u0130talya&amp;#39;da FTSE MIB endeksi y\u00fczde 1,68, Fransa&amp;#39;da CAC 40 endeksi y\u00fczde 0,76 ve Almanya&amp;#39;da DAX 40 endeksi y\u00fczde 0,50 de\u011fer kaybetti.<\/p>\n<p>\u0130ngiltere&amp;#39;de FTSE 100 endeksi ise y\u00fczde 0,44 de\u011fer kazand\u0131.Avrupa&amp;#39;da endeks vadeli kontratlar, g\u00fcne negatif ba\u015flad\u0131.- Asya borsalar\u0131 negatif seyrediyorS\u00f6z konusu geli\u015fmelerle Asya borsalar\u0131nda da negatif bir seyir izleniyor. A\u00e7\u0131klanan makroekonomik verilere g\u00f6re, \u00c7in&amp;#39;de a\u011fustos ay\u0131na ili\u015fkin perakende sat\u0131\u015flar, y\u0131ll\u0131k y\u00fczde 0,4 artarak beklentileri kar\u015f\u0131layamad\u0131.<\/p>\n<p>\u00dclkede a\u011fustos ay\u0131na ili\u015fkin sabit sermaye yat\u0131r\u0131mlar\u0131 ise y\u00fczde 7,2 azal\u0131\u015fla beklentilerden k\u00f6t\u00fc geldi.\u00c7in&amp;#39;de a\u011fustos ay\u0131na y\u00f6nelik i\u015fsizlik oran\u0131 y\u00fczde 5,3&amp;#39;le beklentilerin \u00fczerinde geldi. Di\u011fer taraftan \u00fclkede a\u011fustos ay\u0131na ili\u015fkin sanayi \u00fcretimi y\u00fczde 5,2 artt\u0131.S\u00f6z konusu veriler \u00fclke ekonomisine ili\u015fkin s\u0131k\u0131nt\u0131lar\u0131n devam etti\u011fini ortaya koyarken, daha fazla mali destek i\u00e7in Pekin y\u00f6netimi \u00fczerindeki bask\u0131n\u0131n artabilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>Asya piyasalar\u0131nda da tahvil piyasas\u0131ndaki sat\u0131\u015f bask\u0131s\u0131 derinle\u015fiyor. Japonya&amp;#39;n\u0131n 10 y\u0131ll\u0131k tahvil faizi tekrar y\u00fczde 3 seviyesinin \u00fczerine \u00e7\u0131kt\u0131.S\u00f6z konusu geli\u015fmelerle, kapan\u0131\u015fa yak\u0131n G\u00fcney Kore&amp;#39;de Kospi endeksi y\u00fczde 0,6, Hong Kong&amp;#39;da Hang Seng endeksi y\u00fczde 0,2 ve \u00c7in&amp;#39;de \u015eanghay bile\u015fik endeksi y\u00fczde 0,1, Japonya&amp;#39;da Nikkei 225 endeksi y\u00fczde 0,1 geriledi.- Borsa g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle tamamlad\u0131D\u00fcn sat\u0131\u015f a\u011f\u0131rl\u0131kl\u0131 bir seyir izleyen Borsa \u0130stanbul&amp;#39;da BIST 100 endeksi, g\u00fcn\u00fc y\u00fczde 1,60 de\u011fer kaybederek 14.235,83 puandan tamamlad\u0131.Borsa \u0130stanbul Vadeli \u0130\u015flem ve Opsiyon Piyasas\u0131&amp;#39;nda (V\u0130OP) BIST 30 endeksine dayal\u0131 ekim vadeli kontrat ise d\u00fcn ak\u015fam seans\u0131nda normal seans kapan\u0131\u015f\u0131na g\u00f6re yatay seyretti.Dolar\/TL d\u00fcn g\u00fcn\u00fc y\u00fczde 0,2 art\u0131\u015fla 48,6170&amp;#39;ten tamamlarken, bug\u00fcn bankalararas\u0131 piyasan\u0131n a\u00e7\u0131l\u0131\u015f\u0131nda \u00f6nceki kapan\u0131\u015f\u0131n hemen \u00fczerinde 48,6373&amp;#39;ten i\u015flem g\u00f6r\u00fcyor.Analistler bug\u00fcn yurt i\u00e7inde b\u00fct\u00e7e dengesinin, yurt d\u0131\u015f\u0131nda ise \u0130ngiltere&amp;#39;de i\u015fsizlik oran\u0131, Avro B\u00f6lgesi&amp;#39;nde d\u0131\u015f ticaret dengesi ile ABD&amp;#39;de New York Fed imalat sanayi endeksi ba\u015fta olmak \u00fczere yo\u011fun veri g\u00fcndeminin takip edilece\u011fini belirterek, teknik a\u00e7\u0131dan BIST 100 endeksinde 14.100 ve 14.000 puan\u0131n destek, 14.300 ve 14.400 puan\u0131n diren\u00e7 konumunda oldu\u011funu kaydetti.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>K\u00fcresel piyasalar, Orta Do\u011fu&#039;da gerilimin devam etmesi, tahvil piyasas\u0131ndaki sert sat\u0131\u015f bask\u0131s\u0131 ve yapay zeka \u015firketlerine ili\u015fkin belirsizliklerle negatif seyrediyor.<\/p>\n","protected":false},"author":0,"featured_media":147,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12,2,11],"tags":[],"class_list":["post-146","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-casino","category-gundem","category-ticaret"],"_links":{"self":[{"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/posts\/146","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/comments?post=146"}],"version-history":[{"count":0,"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/posts\/146\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/media\/147"}],"wp:attachment":[{"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/media?parent=146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/categories?post=146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/almanbet999.cam\/index.php\/wp-json\/wp\/v2\/tags?post=146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}