{"id":18617,"date":"2026-05-05T22:00:39","date_gmt":"2026-05-05T18:30:39","guid":{"rendered":"https:\/\/fajr.news\/?p=18617"},"modified":"2026-05-05T22:00:39","modified_gmt":"2026-05-05T18:30:39","slug":"abdnin-ortadogudaki-gerilimi-tirmandirmasiyla-kuresel-piyasalar-sarsildi","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=18617&lang=tr","title":{"rendered":"ABD’nin Ortado\u011fu’daki Gerilimi T\u0131rmand\u0131rmas\u0131yla K\u00fcresel Piyasalar Sars\u0131ld\u0131"},"content":{"rendered":"

ABD’nin Ortado\u011fu’daki Gerilimi T\u0131rmand\u0131rmas\u0131yla K\u00fcresel Piyasalar Sars\u0131ld\u0131<\/h1>\n

Ortado\u011fu’da t\u0131rmanan gerilimler, k\u00fcresel piyasalar\u0131 bir kez daha derinden sarst\u0131. \u00d6zellikle ABD’nin b\u00f6lgedeki askeri varl\u0131\u011f\u0131n\u0131 art\u0131rma ve m\u00fcdahil olma \u00e7abalar\u0131<\/strong>, yat\u0131r\u0131mc\u0131lar\u0131 endi\u015felendirerek borsalarda \u00f6nemli d\u00fc\u015f\u00fc\u015flere yol a\u00e7t\u0131. Pazartesi g\u00fcn\u00fc S&P 500 Endeksi %0,41<\/strong>, Dow Jones Sanayi Ortalamas\u0131 %1,13<\/strong> ve Nasdaq 100 Endeksi %0,21<\/strong> d\u00fc\u015f\u00fc\u015fle kapand\u0131. Vadeli i\u015flem piyasalar\u0131nda da benzer bir tablo hakimdi; Haziran E-mini S&P vadeli i\u015flemleri (ESM26) %0,42<\/strong>, Haziran E-mini Nasdaq vadeli i\u015flemleri (NQM26) ise %0,22<\/strong> geriledi.<\/p>\n

Ortado\u011fu’daki Gerilimler ve K\u00fcresel Etkileri<\/h2>\n

Piyasalar, g\u00fcn\u00fcn erken saatlerindeki y\u00fckseli\u015fini Ortado\u011fu’daki artan gerilimler nedeniyle geri verdi. ABD ve \u0130ran aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’nda ya\u015fanan \u00e7at\u0131\u015fmalar\u0131n ard\u0131ndan<\/strong>, WTI ham petrol fiyatlar\u0131 Pazartesi g\u00fcn\u00fc %4’ten fazla<\/strong> y\u00fckseldi. Bu durum, enflasyon beklentilerini art\u0131rarak tahvil getirilerini yukar\u0131 \u00e7ekti. 10 y\u0131ll\u0131k Hazine tahvili getirisi Pazartesi g\u00fcn\u00fc %4,46<\/strong> ile 5 haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n

ABD Merkez Komutanl\u0131\u011f\u0131’n\u0131n, bo\u011fazdan ge\u00e7en gemilere g\u00fcd\u00fcml\u00fc f\u00fcze destroyerleri, u\u00e7aklar ve insans\u0131z hava ara\u00e7lar\u0131 dahil olmak \u00fczere askeri destek sa\u011flayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131, b\u00f6lgedeki gerilimi daha da art\u0131rd\u0131. Ba\u015fkan Trump da ABD’nin, Basra K\u00f6rfezi’nde mahsur kalan baz\u0131 tarafs\u0131z gemileri H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan \u00e7\u0131karmaya ba\u015flayaca\u011f\u0131n\u0131 belirtti.<\/p>\n

B\u00f6lgedeki gerilimler, borsalar \u00fczerinde a\u011f\u0131r bir bask\u0131 olu\u015fturuyor. Birle\u015fik Arap Emirlikleri (BAE), \u0130ran’a atfedilen bir insans\u0131z hava arac\u0131 sald\u0131r\u0131s\u0131n\u0131n<\/strong> Fujairah petrol sanayi b\u00f6lgesinde yang\u0131na neden oldu\u011funu iddia ederken, G\u00fcney Kore’ye ait bir kargo gemisinin de H\u00fcrm\u00fcz Bo\u011faz\u0131’nda sald\u0131r\u0131ya u\u011frad\u0131\u011f\u0131 bildirildi. BAE ayr\u0131ca, bir petrol tankerinin H\u00fcrm\u00fcz Bo\u011faz\u0131 d\u0131\u015f\u0131nda \u0130ran insans\u0131z hava ara\u00e7lar\u0131 taraf\u0131ndan vurulmas\u0131n\u0131n ard\u0131ndan f\u00fcze tehdidi uyar\u0131s\u0131 yay\u0131nlad\u0131. ABD Merkez Komutanl\u0131\u011f\u0131 ise, iki ABD band\u0131ral\u0131 geminin H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7i\u015fini kolayla\u015ft\u0131r\u0131rken, ABD ordusunun \u0130ran insans\u0131z hava ara\u00e7lar\u0131, f\u00fczeleri ve silahl\u0131 k\u00fc\u00e7\u00fck teknelerin sald\u0131r\u0131lar\u0131n\u0131 p\u00fcsk\u00fcrtt\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n

D\u00fcnya petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011falgaz\u0131n\u0131n yakla\u015f\u0131k be\u015fte birinin ge\u00e7ti\u011fi H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiilen kapal\u0131 kalmas\u0131, k\u00fcresel arz endi\u015felerini k\u00f6r\u00fckleyerek Goldman Sachs’\u0131n tahminlerine g\u00f6re k\u00fcresel ham petrol stoklar\u0131ndan yakla\u015f\u0131k 500 milyon varil \u00e7ekilmesine neden oldu. Bu \u00e7ekilmenin Haziran ay\u0131na kadar 1 milyar varile ula\u015fabilece\u011fi belirtiliyor.<\/p>\n

Ekonomik Veriler ve Merkez Bankas\u0131 Yorumlar\u0131<\/h2>\n

Pazartesi g\u00fcn\u00fc a\u00e7\u0131klanan ABD Mart ay\u0131 fabrika sipari\u015fleri, ayl\u0131k bazda %1,5<\/strong> art\u0131\u015fla beklentilerin (%0,6<\/strong>) \u00fczerinde geldi ve son d\u00f6rt ay\u0131n en b\u00fcy\u00fck art\u0131\u015f\u0131 oldu. Bu, ekonomik g\u00fcce i\u015faret eden bir geli\u015fme olarak kaydedildi.<\/p>\n

New York Fed Ba\u015fkan\u0131 John Williams’\u0131n Pazartesi g\u00fcnk\u00fc g\u00fcvercin tonlu a\u00e7\u0131klamalar\u0131 ise piyasalar\u0131 destekledi. Williams, “Enflasyon bu y\u0131l daha \u00f6nce beklenenden y\u00fcksek, bu da faiz indirim tarihini erteliyor, ancak enflasyon Fed’in %2 hedefine d\u00f6nerse faizlerin bir noktada d\u00fc\u015fmesi gerekece\u011fi temel hikayesini de\u011fi\u015ftirmiyor” dedi.<\/p>\n

Faiz Oranlar\u0131 ve Tahvil Piyasalar\u0131<\/h2>\n

Haziran 10 y\u0131ll\u0131k Hazine tahvilleri (ZNM6) Pazartesi g\u00fcn\u00fc -15 tik<\/strong> d\u00fc\u015f\u00fc\u015fle kapand\u0131. 10 y\u0131ll\u0131k Hazine tahvili getirisi +6,7 baz puan<\/strong> artarak %4,437<\/strong>‘ye y\u00fckseldi ve 5 haftan\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. WTI ham petrol fiyatlar\u0131ndaki %4’l\u00fck art\u0131\u015f<\/strong>, enflasyon beklentilerini y\u00fckselterek tahvil fiyatlar\u0131 \u00fczerinde bask\u0131 olu\u015fturdu. 10 y\u0131ll\u0131k ba\u015faba\u015f enflasyon oran\u0131 Pazartesi g\u00fcn\u00fc %2,526<\/strong> ile 3 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n

ABD Mart ay\u0131 fabrika sipari\u015fleri raporunun beklenenden g\u00fc\u00e7l\u00fc gelmesi, tahvil fiyatlar\u0131 i\u00e7in d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir etki yaratt\u0131. Ayr\u0131ca, ABD Hazine Bakanl\u0131\u011f\u0131’n\u0131n 2. \u00e7eyrek i\u00e7in net bor\u00e7lanma tahminini 109 milyar dolardan 189 milyar dolara y\u00fckseltmesi, devlet menkul k\u0131ymetleri sat\u0131\u015flar\u0131n\u0131n artmas\u0131na ve arz bask\u0131lar\u0131na yol a\u00e7abilece\u011fi endi\u015felerini beraberinde getirdi.<\/p>\n

Avrupa h\u00fck\u00fcmet tahvil getirileri de Pazartesi g\u00fcn\u00fc y\u00fckseldi. 10 y\u0131ll\u0131k Alman Bund getirisi +5,0 baz puan<\/strong> artarak %3,087<\/strong>‘ye \u00e7\u0131kt\u0131. Euro B\u00f6lgesi May\u0131s Sentix yat\u0131r\u0131mc\u0131 g\u00fcven endeksi ise beklenmedik bir \u015fekilde +2,8<\/strong> artarak -16,4<\/strong>‘e y\u00fckseldi ve beklentilerin (-22,0<\/strong>) \u00fczerinde geldi.<\/p>\n

K\u00fcresel Piyasalar ve Kazan\u00e7 Raporlar\u0131<\/h2>\n

Yurt d\u0131\u015f\u0131 borsalar Pazartesi g\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle kapand\u0131. Euro Stoxx 50 %2,00<\/strong> d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. \u00c7in’in \u015eanghay Bile\u015fik Endeksi ve Japonya’n\u0131n Nikkei Hisse Senedi Ortalamas\u0131, resmi tatiller nedeniyle i\u015flem g\u00f6rmedi.<\/p>\n

Bu raporlama sezonunda a\u00e7\u0131klanan kazan\u00e7 sonu\u00e7lar\u0131, hisse senetlerini destekleyici nitelikte oldu. Pazartesi itibar\u0131yla, 1. \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayan 322 S&P 500 \u015firketinin %82’si<\/strong> beklentileri a\u015ft\u0131. Bloomberg Intelligence’a g\u00f6re, 1. \u00e7eyrek S&P 500 kazan\u00e7lar\u0131n\u0131n y\u0131ll\u0131k bazda %12<\/strong> artmas\u0131 bekleniyor. Teknoloji sekt\u00f6r\u00fc hari\u00e7 tutuldu\u011funda ise, 1. \u00e7eyrek kazan\u00e7lar\u0131n\u0131n yakla\u015f\u0131k %3<\/strong> artarak son iki y\u0131l\u0131n en zay\u0131f b\u00fcy\u00fcmesini kaydetmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

Sekt\u00f6rel Hareketlilik<\/h2>\n
    \n
  • Nakliye Operat\u00f6rleri:<\/strong> Amazon’un Amazon Tedarik Zinciri Hizmetleri’ni ba\u015flatmas\u0131yla GXO Logistics %17’den fazla<\/strong>, United Parcel Service %10’dan fazla<\/strong> d\u00fc\u015ft\u00fc. FedEx, CH Robinson Worldwide ve Old Dominion Freight Line da \u00f6nemli kay\u0131plar ya\u015fad\u0131.<\/li>\n
  • Konut \u0130n\u015faat\u00e7\u0131lar\u0131:<\/strong> 10 y\u0131ll\u0131k Hazine tahvili getirisinin 5 haftan\u0131n en y\u00fcksek seviyesine \u00e7\u0131kmas\u0131yla konut in\u015faat\u00e7\u0131lar\u0131 ve tedarik\u00e7ileri geriledi. KB Home %6’dan fazla<\/strong>, DR Horton ve Lennar %4’ten fazla<\/strong> d\u00fc\u015f\u00fc\u015f kaydetti.<\/li>\n
  • Kruaziyer \u015eirketleri:<\/strong> Norwegian Cruise Line Holdings, t\u00fcm y\u0131l i\u00e7in d\u00fczeltilmi\u015f FAV\u00d6K tahminini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan %8’den fazla<\/strong> geriledi. Carnival ve Royal Caribbean Cruises Ltd de d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.<\/li>\n
  • \u00c7ip \u00dcreticileri ve Yapay Zeka Altyap\u0131 \u015eirketleri:<\/strong> Micron Technology %6’dan fazla<\/strong>, SanDisk %5’ten fazla<\/strong> y\u00fckselerek piyasaya destek verdi. Western Digital ve Seagate Technology Holdings Plc de de\u011fer kazand\u0131.<\/li>\n
  • Yaz\u0131l\u0131m \u015eirketleri:<\/strong> Atlassian, Oracle ve Datadog %4’ten fazla<\/strong>, Cadene Design Systems %2’den fazla<\/strong> y\u00fckseldi. Intuit, Palantir Technologies, Adobe Systems ve Autodesk de art\u0131\u015f kaydetti.<\/li>\n
  • Kripto Para \u0130li\u015fkili Hisseler:<\/strong> Bitcoin’in %6’dan fazla<\/strong> y\u00fckselmesiyle Strategy, Galaxy Digital Holdings ve MARA Holdings %3’ten fazla<\/strong> de\u011fer kazand\u0131.<\/li>\n
  • GameStop:<\/strong> EBay’i hisse ba\u015f\u0131na 125 dolardan sat\u0131n alma teklifinin ard\u0131ndan %9’dan fazla<\/strong> d\u00fc\u015ft\u00fc.<\/li>\n
  • Celcuity:<\/strong> Faz 3 denemesinin birincil hedefine ula\u015fmas\u0131n\u0131n ard\u0131ndan %15’ten fazla<\/strong> y\u00fckseldi.<\/li>\n
  • Tyson Foods:<\/strong> 2. \u00e7eyrek sat\u0131\u015flar\u0131n\u0131n beklentileri a\u015fmas\u0131n\u0131n ard\u0131ndan %7’den fazla<\/strong> de\u011fer kazand\u0131.<\/li>\n
  • EBay:<\/strong> GameStop’un sat\u0131n alma teklifinin ard\u0131ndan %5’ten fazla<\/strong> y\u00fckseldi.<\/li>\n
  • GlobalFoundries:<\/strong> Cantor Fitzgerald’\u0131n hisseyi “n\u00f6tr”den “a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131r”a y\u00fckseltmesinin ard\u0131ndan %4’ten fazla<\/strong> de\u011fer kazand\u0131.<\/li>\n
  • Amazon.com:<\/strong> Fubon Securities’in hisseyi “n\u00f6tr”den “al”a y\u00fckseltmesinin ard\u0131ndan %1’den fazla<\/strong> y\u00fckseldi.<\/li>\n<\/ul>\n

    #Ortado\u011fuGerilimi #K\u00fcreselPiyasalar #BorsaD\u00fc\u015f\u00fc\u015f\u00fc #PetrolFiyatlar\u0131 #H\u00fcrm\u00fczBo\u011faz\u0131 #ABD\u0130ranGerilimi #EnflasyonBeklentisi #EkonomikEtki #Yat\u0131r\u0131mc\u0131Endi\u015fesi #FinansHaberleri<\/p>\n","protected":false},"excerpt":{"rendered":"

    ABD’nin Ortado\u011fu’daki Gerilimi T\u0131rmand\u0131rmas\u0131yla K\u00fcresel Piyasalar Sars\u0131ld\u0131 Ortado\u011fu’da t\u0131rmanan gerilimler, k\u00fcresel piyasalar\u0131 bir kez daha derinden sarst\u0131. \u00d6zellikle ABD’nin b\u00f6lgedeki askeri varl\u0131\u011f\u0131n\u0131 art\u0131rma ve m\u00fcdahil olma \u00e7abalar\u0131, yat\u0131r\u0131mc\u0131lar\u0131 endi\u015felendirerek borsalarda \u00f6nemli d\u00fc\u015f\u00fc\u015flere yol a\u00e7t\u0131. Pazartesi g\u00fcn\u00fc S&P 500 Endeksi %0,41, Dow Jones Sanayi Ortalamas\u0131 %1,13 ve Nasdaq 100 Endeksi %0,21 d\u00fc\u015f\u00fc\u015fle kapand\u0131. Vadeli i\u015flem piyasalar\u0131nda […]<\/p>\n","protected":false},"author":2,"featured_media":18618,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-18617","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/18617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18617"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/18617\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/18618"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}