K\u00fcresel iktisat idaresinde kelam sahibi olan Goldman Sachs, emtia piyasalar\u0131nda ta\u015flar\u0131 yerinden oynatacak bir rapor yay\u0131mlad\u0131. Banka, daha evvel 4 bin 900 dolar olarak a\u00e7\u0131klad\u0131\u011f\u0131 2026 y\u0131l\u0131 sonu ons alt\u0131n varsay\u0131m\u0131n\u0131, piyasa dinamiklerindeki de\u011fi\u015fimi m\u00fcnasebet g\u00f6stererek 5 bin 400 dolara \u00e7\u0131kard\u0131.\u00a0<\/p>\n
RALL\u0130N\u0130N ARDINDAK\u0130 \u0130K\u0130 TEMEL NEDEN\u00a0<\/b><\/p>\n
Goldman Sachs tahlilinde, bu keskin y\u00fckseli\u015f beklentisinin gerisinde yatan temel fakt\u00f6rler iki ba\u015fl\u0131kta \u00f6zetlendi: \u00d6zel dal\u0131n korunma i\u00e7g\u00fcd\u00fcs\u00fc ve merkez bankalar\u0131n\u0131n rezerv \u00e7e\u015fitlendirme at\u0131l\u0131mlar\u0131.<\/p>\n
“BA\u015eLANGI\u00c7 D\u00dcZEY\u0130 \u00dcST TA\u015eINDI”<\/b><\/p>\n
Bankan\u0131n yay\u0131mlad\u0131\u011f\u0131 notta, global siyaset risklerine kar\u015f\u0131 korunma hedefiyle al\u0131m yapan \u00f6zel b\u00f6l\u00fcm yat\u0131r\u0131mc\u0131lar\u0131n\u0131n 2026 y\u0131l\u0131nda alt\u0131n durumlar\u0131n\u0131 azaltmayaca\u011f\u0131n\u0131 varsayd\u0131klar\u0131 belirtildi. Bankaya nazaran bu durum, fiyat kestirimlerinin ba\u015flang\u0131\u00e7 noktas\u0131n\u0131 \u00fcst \u00e7ekerek beklentilerde \u00fcst istikametli s\u00fcrpriz yaratt\u0131.<\/p>\n
MERKEZ BANKALARININ G\u00dc\u00c7L\u00dc TALEP BEKLENT\u0130S\u0130<\/b><\/p>\n
Raporda ayr\u0131yeten, geli\u015fmekte olan \u00fclke merkez bankalar\u0131n\u0131n rezervlerini alt\u0131nla \u00e7e\u015fitlendirmeye devam etmesiyle birlikte, 2026 y\u0131l\u0131nda y\u0131ll\u0131k ortalama merkez bankas\u0131 alt\u0131n al\u0131m\u0131n\u0131n 60 ton d\u00fczeyinde ger\u00e7ekle\u015fmesinin beklendi\u011fi vurguland\u0131. Bu kurumsal talep, alt\u0131n fiyatlar\u0131ndaki \u00fcst istikametli seyrin en g\u00fc\u00e7l\u00fc deste\u011fi olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n
TAR\u0130H\u0130 TEPELER VE MEVCUT DURUM\u00a0<\/b><\/p>\n
Spot alt\u0131n piyasas\u0131, bankalar\u0131n bu optimist iddialar\u0131n\u0131 destekleyen bir performans sergiliyor. \u00c7ar\u015famba g\u00fcn\u00fc ons ba\u015f\u0131na 4 bin 887,82 dolar ile tarihi tepesini g\u00f6ren alt\u0131n, 2026 y\u0131l\u0131 ba\u015f\u0131ndan bu yana %11\u2019den fazla bedel kazand\u0131. Ge\u00e7en y\u0131l kaydedilen %64\u2019l\u00fck sert y\u00fckseli\u015fin akabinde gelen bu yeni ralli, emtian\u0131n “g\u00fcvenli liman” unvan\u0131n\u0131 peki\u015ftiriyor.<\/p>\n
BANKALAR Y\u00dcKSEL\u0130\u015eTE HEMF\u0130K\u0130R<\/b><\/p>\n
Alt\u0131n fiyatlar\u0131ndaki bu optimist hava yaln\u0131zca Goldman Sachs ile sonlu kalm\u0131yor. \u00d6te yandan Commerzbank da ge\u00e7en hafta artan inan\u00e7l\u0131 liman talebini m\u00fcnasebet g\u00f6stererek, bu y\u0131l sonu i\u00e7in alt\u0131n fiyat\u0131 iddias\u0131n\u0131 4 bin 900 dolara y\u00fckseltmi\u015fti. Finans devlerinin ortak g\u00f6r\u00fc\u015f\u00fc, global belirsizlikler devam etti\u011fi s\u00fcrece alt\u0131n\u0131n yat\u0131r\u0131m portf\u00f6ylerindeki tart\u0131s\u0131n\u0131n artaca\u011f\u0131 taraf\u0131nda.<\/p>\n","protected":false},"excerpt":{"rendered":"
Global piyasalar\u0131n yak\u0131ndan takip etti\u011fi yat\u0131r\u0131m bankas\u0131 Goldman Sachs, alt\u0131n fiyatlar\u0131na dair beklentisini \u00fcst tarafl\u0131 revize etti. Banka, 2026 sonu kestirimini 5 bin 400 dolara y\u00fckseltirken, artan global risklerin “g\u00fcvenli liman” talebini doru\u011fa ta\u015f\u0131yaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n","protected":false},"author":1,"featured_media":93015,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[782,1028],"class_list":["post-93014","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-altin","tag-bankalar"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/93014","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=93014"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/93014\/revisions"}],"predecessor-version":[{"id":93016,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/93014\/revisions\/93016"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/93015"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=93014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=93014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=93014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}