Tarifeler yoluyla ABD’nin de\u011ferli ticaret ortaklar\u0131yla ya\u015fanabilecek s\u0131k\u0131nt\u0131lara dair tela\u015flar \u00f6ne \u00e7\u0131karken, jeopolitik risklerin varl\u0131\u011f\u0131n\u0131 m\u00fcdafaas\u0131 da varl\u0131k fiyatlar\u0131 \u00fczerinde tesirli oldu. Trump’\u0131n ad\u0131mlar\u0131n\u0131n ABD’de enflasyonist bask\u0131lar\u0131 art\u0131rabilece\u011fi ve bu vakte kadar enflasyonla \u00e7abada de\u011ferli ara kaydeden ABD Merkez Bankas\u0131n\u0131n (Fed) siyaset alan\u0131n\u0131 daraltabilece\u011fine ait soru i\u015faretleri ise fiyatlamalar\u0131 zorla\u015ft\u0131rd\u0131.<\/p>\n
\u00d6te yandan, Fed yetkililerinin kelaml\u0131 y\u00f6nlendirmeleri de takip edildi. Chicago Fed Ba\u015fkan\u0131 Austan Goolsbee, enflasyonun 2022’de ula\u015ft\u0131\u011f\u0131 40 y\u0131l\u0131n en y\u00fcksek d\u00fczeyinden d\u00fc\u015f\u00fcr\u00fclmesinde b\u00fcy\u00fck ilerleme kaydedildi\u011finin unutulmamas\u0131n\u0131n de\u011ferli oldu\u011funu vurgulayarak iktisattaki belirsizlik seviyesinin ve Trump idaresinin tarifeler konusunda geli\u015fen siyasetlerinin tesirinin olabilece\u011fini belirtti.<\/p>\n
Asya taraf\u0131ndan ise \u00c7in Ticaret Bakan\u0131 Vang V\u0131ntao, ABD’nin \u00c7in’den ithal eserlere getirdi\u011fi y\u00fczde 10 ek g\u00fcmr\u00fck vergisinin ikili alakalar\u0131 olumsuz etkiledi\u011fini belirtti. Vang, yeni atanan ABD’li mevkida\u015f\u0131 Howard Lutnick’e yazd\u0131\u011f\u0131 mektupta, “Tek tarafl\u0131 tarife art\u0131\u015flar\u0131 ola\u011fan ekonomik alakalar\u0131 olumsuz etkiliyor. Meseleleri e\u015fit temelde diyalog ve m\u00fczakere ile \u00e7\u00f6zmeyi umuyoruz.” tabirini kulland\u0131.<\/p>\n
\u00d6te yandan Trump, Rusya Devlet Ba\u015fkan\u0131 Putin ile Ukrayna Devlet Lideri Zelenskiy’nin bir ortaya gelmeleri gerekece\u011fini kaydederek, “Bir ate\u015fkes g\u00f6rmek ve mutabakat\u0131n yap\u0131lmas\u0131n\u0131 istiyorum. Bence muahedeyi yapmak i\u00e7in bir talihimiz var.” dedi.<\/p>\n
ONS REKORA DOYMUYOR<\/b><\/p>\n
D\u00fcnya genelinde devam eden jeopolitik belirsizlikler ve Trump’\u0131n yeni g\u00fcmr\u00fck tarifelerinin yaratt\u0131\u011f\u0131 tasalar, alt\u0131n fiyatlar\u0131n\u0131 rekor d\u00fczeylere ta\u015f\u0131maya devam ediyor. Bu geli\u015fmelerle 8 haftad\u0131r \u00fcst \u00fcste bedel kazanan alt\u0131n\u0131n ons fiyat\u0131 ge\u00e7en hafta da 2 bin 954,89 dolar d\u00fczeyini g\u00f6rerek rekorunu tazeledi.<\/p>\n
Bu geli\u015fmelerin tesiriyle ons baz\u0131nda fiyatlar, ge\u00e7en hafta alt\u0131nda y\u00fczde 1,7, g\u00fcm\u00fc\u015fte y\u00fczde 1,1 ve paladyumda y\u00fczde 0,5 artarken, platinde y\u00fczde 1,1 azald\u0131.<\/p>\n
C\u0130T\u0130GROUP’DAN BAKIR F\u0130YATI ANAL\u0130Z\u0130<\/b><\/p>\n
Baz metallerde ise bak\u0131r hari\u00e7 olumlu bir seyir izlendi. ABD merkezli Citigroup, ge\u00e7en hafta yay\u0131nlad\u0131\u011f\u0131 tahlilde, ABD’nin geni\u015f kapsaml\u0131 kar\u015f\u0131l\u0131kl\u0131 g\u00fcmr\u00fck tarifelerinin birinci \u00e7eyrekte y\u00fcr\u00fcrl\u00fc\u011fe girme m\u00fcmk\u00fcnl\u00fc\u011f\u00fcn\u00fcn azalmas\u0131 nedeniyle, bak\u0131r i\u00e7in 6-12 ayl\u0131k fiyat varsay\u0131m\u0131n\u0131 a\u015fa\u011f\u0131 istikametli revize etti.<\/p>\n
Kurumsal tarafta ise \u00c7in’in savunma ve sanayi devi China North Industries Corp, Demokratik Kongo Cumhuriyeti bak\u0131r ve kobalt \u015firketi Chemaf SA’ya ili\u015fkin bak\u0131r ve kobalt varl\u0131klar\u0131n\u0131 sat\u0131n alma teklifini revize etmeye haz\u0131r oldu\u011funu bildirdi. \u015eili devletine ili\u015fkin bak\u0131r devi Codelco ve Londra merkezli madencilik \u015firketi Anglo American ise \u015eili’nin orta k\u0131sm\u0131nda kom\u015fu bak\u0131r madenlerini ortak i\u015fletmek i\u00e7in bir mutabakat muahedesi imzalad\u0131.<\/p>\n
Baz metallerde tezgah \u00fcst\u00fc piyasada ge\u00e7en hafta fiyatlar libre baz\u0131nda bak\u0131rda y\u00fczde 2,1 azal\u0131rken, al\u00fcminyumda y\u00fczde 0,2, nikelde y\u00fczde 0,8, \u00e7inkoda y\u00fczde 1,2 ve kur\u015funda y\u00fczde 0,7 artt\u0131.<\/p>\n
DO\u011eALGAZ F\u0130YATLARI \u0130KL\u0130M \u015eARTLARI NEDEN\u0130YLE Y\u00dcKSELD\u0130<\/b><\/p>\n
Ge\u00e7en hafta petrol fiyatlar\u0131, d\u00fcnyan\u0131n en b\u00fcy\u00fck petrol t\u00fcketicisi ABD’de stoklar\u0131n beklenenden fazla artt\u0131\u011f\u0131n\u0131 g\u00f6steren datalar\u0131n ve Rusya-Ukrayna Sava\u015f\u0131’nda bar\u0131\u015f\u0131n sa\u011flanmas\u0131na y\u00f6nelik gayretlerin tesiriyle d\u00fc\u015ft\u00fc. ABD’de ge\u00e7en hafta so\u011fuk hava \u015fartlar\u0131n\u0131n petrol ve gaz fiyatlar\u0131n\u0131 y\u00fckseltmesi beklense de ABD G\u00fc\u00e7 Enformasyon Y\u00f6netiminin (EIA) bilgileri, stok art\u0131\u015f\u0131n\u0131n talep beklentilerinin gerisinde kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. ABD’nin ticari ham petrol stoklar\u0131, piyasa beklentisi olan 2 milyon 200 bin varillik art\u0131\u015f\u0131n \u00fczerinde, 4 milyon 600 bin varil artarak 432 milyon 500 bin varile y\u00fckseldi. Bu durum, talebin beklenenden zay\u0131f oldu\u011funa i\u015faret ederek fiyatlar \u00fczerinde bask\u0131 olu\u015fturdu.<\/p>\n
ABD’nin g\u00fcnl\u00fck ham petrol \u00fcretimi 300 bin varil art\u0131\u015fla 13 milyon 497 bin varile \u00e7\u0131kt\u0131. Ham petrol ihracat\u0131 472 bin varil artarak arz tarafl\u0131 bask\u0131y\u0131 art\u0131rd\u0131. \u00dcretim ve ihracattaki bu art\u0131\u015f, global arz fazlas\u0131na y\u00f6nelik tela\u015flar\u0131 g\u00fc\u00e7lendirdi ve fiyatlar\u0131n d\u00fc\u015fmesinde tesirli oldu.<\/p>\n
Do\u011fal gaz fiyatlar\u0131nda iklim \u015fartlar\u0131 tesirli olurken, mart ay\u0131n\u0131n ba\u015f\u0131nda Kuzey Kutbu’ndan gelen \u00e7ok so\u011fuk hava dalgas\u0131n\u0131n Kuzey Amerika’n\u0131n b\u00fcy\u00fck bir k\u0131sm\u0131n\u0131 etkilemesi ve \u0131s\u0131tma masraflar\u0131n\u0131 art\u0131raca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fc fiyatlar\u0131n y\u00fckselmesine neden oldu.<\/p>\n
Bu geli\u015fmelerle ge\u00e7en hafta Brent petrol\u00fcn varil fiyat\u0131, haftay\u0131 y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015fle 73,9 dolardan tamamlad\u0131. New York Ticaret Borsas\u0131nda s\u00fcre\u00e7 g\u00f6ren do\u011fal gaz\u0131n \u0130ngiliz termal \u00fcnitesi (MMBtu) cinsinden fiyat\u0131 da y\u00fczde 12,6 art\u0131\u015fla tamamland\u0131.<\/p>\n
USDA 20 M\u0130LYON DOLARLIK FONU \u00d6ZG\u00dcR BIRAKACAK<\/b><\/p>\n
Ge\u00e7en hafta tar\u0131m emtialar\u0131nda kar\u0131\u015f\u0131k bir seyir izlenirken, \u00c7in ve ABD ba\u015fta olmak \u00fczere d\u00fcnya genelinden gelen haber ak\u0131\u015f\u0131 yak\u0131ndan takip edildi. ABD Tar\u0131m Bakanl\u0131\u011f\u0131 (USDA), Trump y\u00f6netiminin federal h\u00fck\u00fcmeti tekrar yap\u0131land\u0131rma u\u011fra\u015flar\u0131 kapsam\u0131nda daha evvel onaylanan fakat dondurulan 20 milyon dolarl\u0131k fonu \u00f6zg\u00fcr b\u0131rakaca\u011f\u0131n\u0131 duyurdu.<\/p>\n
\u00c7in Devlet Kurulu ise y\u0131ll\u0131k k\u0131rsal siyaset yol haritas\u0131 olarak bilinen “No. 1 dok\u00fcman\u0131” kapsam\u0131nda, b\u00fcy\u00fck tah\u0131l \u00fcretim b\u00f6lgelerine y\u00f6nelik te\u015fvik ve s\u00fcbvansiyon sistemlerinin uygunla\u015ft\u0131r\u0131lmas\u0131, biyoteknoloji tar\u0131m\u0131n\u0131n sanayile\u015ftirilmesi \u00fczere \u00e7e\u015fitli tedbirler i\u00e7eren planlar\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Brezilya Ulusal G\u00fc\u00e7 Kurulu, mart ay\u0131ndan itibaren mecbur\u00ee biyodizel kar\u0131\u015f\u0131m oran\u0131n\u0131 y\u00fczde 15’e y\u00fckseltmek yerine y\u00fczde 14 d\u00fczeyinde tutmaya karar verdi. Brezilya’da biyodizelin b\u00fcy\u00fck bir k\u0131sm\u0131, i\u015flenmi\u015f soya ya\u011f\u0131ndan elde ediliyor.<\/p>\n
Tayland’da ise h\u00fck\u00fcmetin pirin\u00e7 \u00e7ift\u00e7ilerini destekleme tedbirleri beklentileri kar\u015f\u0131lamad\u0131. D\u00fcnyan\u0131n ikinci en b\u00fcy\u00fck pirin\u00e7 ihracat\u00e7\u0131s\u0131 olan \u00fclkede birtak\u0131m \u00fcreticiler, d\u00fc\u015fen fiyatlar ve artan \u00fcretim maliyetleri nedeniyle protesto d\u00fczenlemeye haz\u0131rlan\u0131yor.<\/p>\n
Bu geli\u015fmelerle, ge\u00e7en hafta Chicago Ticaret Borsas\u0131nda kile ba\u015f\u0131na fiyatlar soya fasulyesinde ve m\u0131s\u0131rda y\u00fczde 0,4 artarken, pirin\u00e7te y\u00fczde 3 ve bu\u011fdayda y\u00fczde 1,6 azald\u0131.<\/p>\n
ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’de libre baz\u0131nda fiyatlar, \u015fekerde y\u00fczde 3,1 artarken pamukta y\u00fczde 1,3 ve kahvede y\u00fczde 4,5 azald\u0131. Kakaonun ton ba\u015f\u0131na fiyat\u0131 da haftay\u0131 y\u00fczde 11,5 azal\u0131\u015fla tamamlad\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
Emtia piyasalar\u0131nda, ge\u00e7en hafta, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n ekonomi ve ticaret siyasetlerinin enflasyonist bask\u0131lar\u0131 art\u0131rabilece\u011fi tela\u015flar\u0131 ve Rusya-Ukrayna Sava\u015f\u0131’nda bar\u0131\u015f\u0131n sa\u011flanmas\u0131na y\u00f6nelik u\u011fra\u015flar\u0131n tesiriyle kar\u0131\u015f\u0131k bir seyir izlendi.<\/p>\n","protected":false},"author":1,"featured_media":44873,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,6569,394,388,3028],"class_list":["post-44872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-bakir","tag-fiyat","tag-fiyatlari","tag-gecen-hafta"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/44872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=44872"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/44872\/revisions"}],"predecessor-version":[{"id":44874,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/44872\/revisions\/44874"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/44873"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=44872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=44872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=44872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}