S\u00f6zc\u00fc TV\u2019de yay\u0131nlanan programda de\u011ferlendirmelerde bulunan Ekonomist Serta\u00e7 Ekeke, alt\u0131n ve g\u00fcm\u00fc\u015fte ya\u015fanan y\u00fckseli\u015fin gerisinde s\u0131rf piyasa dinamiklerinin de\u011fil, 1945\u2019ten bu yana s\u00fcren global ekonomik sistemdeki k\u0131r\u0131lman\u0131n bulundu\u011funu s\u00f6yledi. Neoliberal tertibin sona yakla\u015ft\u0131\u011f\u0131n\u0131 savunan Ekeke, g\u00fcm\u00fc\u015f\u00fcn sanayi ve teknoloji alan\u0131ndaki kritik rol\u00fcne dikkat \u00e7ekerken, Tayvan kaynakl\u0131 jeopolitik risklerin fiyatlamalar\u0131 k\u00f6kten de\u011fi\u015ftirebilece\u011fini s\u00f6z etti. Ekeke ayr\u0131yeten 2026 y\u0131l\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131na girecek emtiay\u0131 da a\u00e7\u0131klad\u0131.<\/p>\n
NEOL\u0130BERAL S\u0130STEM\u0130N \u00c7\u00d6K\u00dc\u015e\u00dc VE F\u0130YATLAMALAR<\/b><\/p>\n
Alt\u0131n ve g\u00fcm\u00fc\u015f \u00fczere emtialarda \u00fcst istikametli bir d\u00f6ng\u00fc g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirten Ekeke, ya\u015fanan fiyatlamalar\u0131n rastlant\u0131sal olmad\u0131\u011f\u0131n\u0131 s\u00f6z etti. Son Davos s\u00fcrecine i\u015faret eden Ekeke, y\u0131llar sonra bu periyodun neoliberalizmin \u00e7\u00f6k\u00fc\u015f\u00fc olarak anlat\u0131laca\u011f\u0131n\u0131 s\u00f6yledi. Ekeke, asl\u0131nda 1945\u2019ten bu yana gelen global ekonomik sistemin de\u011fi\u015fimine tan\u0131kl\u0131k edildi\u011fi i\u00e7in piyasalarda sert fiyatlamalar g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc lisana getirdi.<\/p>\n
G\u00dcM\u00dc\u015e YATIRIMCISI NEDEN AYRI\u015eTI<\/b><\/p>\n
G\u00fcm\u00fc\u015f yat\u0131r\u0131mc\u0131lar\u0131n\u0131n son devirde ayr\u0131\u015ft\u0131\u011f\u0131n\u0131 belirten Ekeke, bunun nedenlerinin \u00e2l\u00e2 okunmas\u0131 gerekti\u011fini s\u00f6yledi. Kendilerini \u201cmomentum trader\u201d olarak tan\u0131mlayan Ekeke, g\u00fcm\u00fc\u015f\u00fcn t\u0131pk\u0131 vakitte az bir element oldu\u011funa dikkat \u00e7ekti. Yapay zeka, savunma sanayii ve otomotiv dallar\u0131nda g\u00fcm\u00fc\u015f kullan\u0131m\u0131n\u0131n artmas\u0131n\u0131n fiyatlar\u0131 destekledi\u011fini s\u00f6z eden Ekeke, son devirdeki a\u011f\u0131r haber ak\u0131\u015f\u0131n\u0131n da g\u00fcm\u00fc\u015fte y\u00fckseli\u015fi h\u0131zland\u0131rd\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n
ALTIN VE G\u00dcM\u00dc\u015eTE DORU\u011eA YAKLA\u015eILDI<\/b><\/p>\n
Ekeke, hem alt\u0131n hem de g\u00fcm\u00fc\u015f taraf\u0131nda tepe pozisyonuna yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 belirterek, eldeki durumlar k\u00e2ra ge\u00e7tiyse azaltman\u0131n makul olabilece\u011fini s\u00f6yledi. Fakat di\u011fer bir yat\u0131r\u0131m arac\u0131 olmayan yat\u0131r\u0131mc\u0131lar i\u00e7in orta ve uzun vadede alt\u0131n ve g\u00fcm\u00fc\u015fle yola devam edilebilece\u011fini tabir etti.<\/p>\n
SENE SONU BEKLENT\u0130S\u0130: G\u00dcM\u00dc\u015eTE 110-120 DOLAR<\/b><\/p>\n
G\u00fcm\u00fc\u015f fiyatlar\u0131nda doru\u011fa \u00e7ok yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 s\u00f6yleyen Ekeke, g\u00fcm\u00fc\u015f\u00fcn 110-120 dolar d\u00fczeylerine kadar y\u00fckselebilece\u011fini d\u00fc\u015f\u00fcnd\u00fcklerini a\u00e7\u0131klad\u0131. Bu noktadan sonra ad\u0131m at\u0131lacak \u00e7ok fazla bo\u015fluk kalmad\u0131\u011f\u0131n\u0131 belirten Ekeke, bu dengeyi bozabilecek en de\u011ferli \u00f6genin Tayvan \u00e7izgisi oldu\u011funu vurgulad\u0131.<\/p>\n
TAYVAN NEDEN KR\u0130T\u0130K<\/b><\/p>\n
Tayvan ve Singapur \u00fczere \u00fclkelerin neoliberal sistemin laboratuvarlar\u0131 oldu\u011funu s\u00f6yleyen Ekeke, ABD\u2019nin kendi ekonomik sistemini bu b\u00f6lgelerde tan\u0131tt\u0131\u011f\u0131n\u0131 s\u00f6z etti. Tayvan\u2019\u0131n birebir vakitte global yar\u0131 iletken ve \u00e7ip \u00fcretiminin merkezi pozisyonunda bulundu\u011funa dikkat \u00e7eken Ekeke, \u00e7ip \u00fcretiminde a\u011f\u0131r formda kullan\u0131lan g\u00fcm\u00fc\u015f\u00fcn bu nedenle stratejik bir emtia haline geldi\u011fini vurgulad\u0131. Tayvan\u2019\u0131n y\u0131llard\u0131r \u00c7in taraf\u0131ndan kendi topra\u011f\u0131 olarak g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc hat\u0131rlatan Ekeke, b\u00f6lgede ya\u015fanabilecek bir gerginli\u011fin hem \u00e7ip tedarik zincirini hem de g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131 direkt etkileyerek denklemi b\u00fcsb\u00fct\u00fcn de\u011fi\u015ftirebilece\u011fini s\u00f6yledi.<\/p>\n
ONS VE GRAM ALTIN AYRIMI<\/b><\/p>\n
Ons alt\u0131n taraf\u0131nda doru\u011fa yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 belirten Ekeke, gram alt\u0131nda ise her geri \u00e7ekilmenin al\u0131m f\u0131rsat\u0131 olarak g\u00f6r\u00fclebilece\u011fini tabir etti. Ekeke, 2026 y\u0131l\u0131nda de\u011ferli metaller ortas\u0131nda bak\u0131r\u0131n \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi.<\/p>\n
TRUMP VE BOR\u00c7 DENGES\u0130<\/b><\/p>\n
Trump\u2019\u0131 bir sistemin megafonu olarak tan\u0131mlayan Ekeke, ABD\u2019nin bor\u00e7 istikrar\u0131n\u0131n bozuldu\u011funu ve Bat\u0131\u2019n\u0131n borcunu \u00f6deyemedi\u011fi bir s\u00fcrece girildi\u011fini lisana getirdi.<\/p>\n
JEOPOL\u0130T\u0130K GEL\u0130\u015eMELER VE ALTIN<\/b><\/p>\n
\u0130ran kaynakl\u0131 geli\u015fmelerin alt\u0131n fiyatlar\u0131na yans\u0131d\u0131\u011f\u0131n\u0131 s\u00f6yleyen Ekeke, lakin yeni bir geli\u015fme ya\u015fansa bile bunun alt\u0131n \u00fczerinde sonlu tesiri olaca\u011f\u0131n\u0131 tabir etti. Ekeke, bu t\u0131p geli\u015fmelerin k\u0131sa m\u00fcddetli y\u00fckseli\u015fler yaratabilece\u011fini lakin kal\u0131c\u0131 olmayaca\u011f\u0131n\u0131 belirtti.<\/p>\n
*BU HABERDE YER ALAN TAB\u0130RLER YATIRIM TAVS\u0130YES\u0130 DE\u011e\u0130LD\u0130R.<\/strong><\/em><\/p>\n \u00a0<\/p>\n","protected":false},"excerpt":{"rendered":" S\u00f6zc\u00fc TV\u2019ye kat\u0131lan ekonomist Serta\u00e7 Ekeke, alt\u0131n ve g\u00fcm\u00fc\u015fte y\u00fckseli\u015fin s\u00fcreksiz de\u011fil, global sistem de\u011fi\u015fiminin bir sonucu oldu\u011funu s\u00f6yledi. Neoliberal sistemin \u00e7\u00f6z\u00fclmeye ba\u015flad\u0131\u011f\u0131n\u0131 savunan Ekeke, Tayvan \u00e7izgisindeki muhtemel bir tansiyonun g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131 k\u00f6kten etkileyebilece\u011fini belirtti ve 2026\u2019da \u00f6ne \u00e7\u0131kacak yat\u0131r\u0131m arac\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":94469,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[782,537,568,3530,360],"class_list":["post-94468","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-altin","tag-gumus","tag-sistemin","tag-tayvan","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/94468","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=94468"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/94468\/revisions"}],"predecessor-version":[{"id":94470,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/94468\/revisions\/94470"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/94469"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=94468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=94468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=94468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}