ABD\u2019nin ticaret politikalar\u0131nda ataca\u011f\u0131 ad\u0131mlar, k\u00fcresel emtia piyasalar\u0131n\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam ediyor. 2 Nisan\u2019da duyurulan tarifelere ili\u015fkin 90 g\u00fcnl\u00fck erteleme s\u00fcresinin sona ermesine saatler kala, Ba\u015fkan Trump ve Ticaret Bakanl\u0131\u011f\u0131\u2019ndan gelen mesajlar, uygulaman\u0131n 1 A\u011fustos\u2019a ertelenebilece\u011fine i\u015faret ediyor. Bu durum, yat\u0131r\u0131mc\u0131lar\u0131n pozisyonlar\u0131n\u0131 yeniden g\u00f6zden ge\u00e7irmesine yol a\u00e7t\u0131.<\/p>\n
Bloomberg Emtia Toplam Getiri Endeksi, 2025\u2019in ilk yar\u0131s\u0131nda y\u00fczde 5,5 de\u011fer kazand\u0131. Bu y\u00fckseli\u015fte \u00f6zellikle alt\u0131n, g\u00fcm\u00fc\u015f, bak\u0131r ve b\u00fcy\u00fckba\u015f hayvan vadeli i\u015flemleri \u00f6ne \u00e7\u0131kt\u0131. Dolardaki zay\u0131flama, jeopolitik riskler, yapt\u0131r\u0131mlar ve ticaret gerginlikleri gibi k\u00fcresel fakt\u00f6rler, arz taraf\u0131nda ciddi bask\u0131 yarat\u0131rken fiyatlar\u0131 yukar\u0131 ta\u015f\u0131d\u0131.<\/p>\n
Bu hafta emtia cephesinde en \u00e7ok konu\u015fulan konu yine tarifeler. Trump\u2019\u0131n, 1 A\u011fustos itibar\u0131yla yeni tarifelerin y\u00fcr\u00fcrl\u00fc\u011fe girebilece\u011fini a\u00e7\u0131klamas\u0131, piyasada temkinli bir atmosfer yaratt\u0131. Bu tarih, m\u00fczakerelere zaman tan\u0131sa da belirsizli\u011fin s\u00fcrmesine neden oluyor. E\u011fer tarifeler devreye girerse, yaln\u0131zca do\u011frudan hedef \u00fclkeleri de\u011fil; emtia piyasas\u0131n\u0131n genelini etkileyebilir. \u00d6zellikle \u00c7in, Meksika ve Vietnam men\u015feli sanayi \u00fcr\u00fcnlerine uygulanmas\u0131 beklenen tarifelerin; enerji, metal, tar\u0131m ve de\u011ferli maden fiyatlar\u0131nda dalgalanmalara yol a\u00e7aca\u011f\u0131 tahmin ediliyor.<\/p>\n
Alt\u0131n G\u00fcc\u00fcn\u00fc Kaybediyor, Bak\u0131rda Sat\u0131\u015f Bask\u0131s\u0131<\/b><\/p>\n
K\u0131sa vadede yat\u0131r\u0131mc\u0131lar \u201cizle-g\u00f6r\u201d pozisyonuna ge\u00e7mi\u015f durumda. Tarife s\u00fcresinin uzat\u0131lmas\u0131, de\u011ferli metallerde ge\u00e7ici bir rahatlama yaratt\u0131. Spot alt\u0131n, d\u00fcn sabah saatlerinde y\u00fczde 0,8 gerileyerek 3.306 dolar\/ons seviyesine d\u00fc\u015ft\u00fc. Analistler, bu durumun risk alg\u0131s\u0131ndaki ge\u00e7ici iyile\u015fmeden kaynakland\u0131\u011f\u0131n\u0131 belirtiyor. Ayn\u0131 e\u011filim g\u00fcm\u00fc\u015f, platin ve paladyumda da g\u00f6zlemlendi.<\/p>\n
Sanayi metallerinde ise sat\u0131\u015f bask\u0131s\u0131 \u00e7ok daha belirgin. Bak\u0131r, haziran sonundan bu yana yakla\u015f\u0131k y\u00fczde 2 de\u011fer kaybederek 9.500 dolar\/ton s\u0131n\u0131r\u0131n\u0131n alt\u0131na geriledi. Nymex\u2019te pound ba\u015f\u0131na fiyat yeniden 5 dolar\u0131n alt\u0131na indi. Al\u00fcminyum, \u00e7inko, kalay ve nikel gibi di\u011fer metallerde de talep beklentilerinin zay\u0131flamas\u0131 ve ticaretin \u00f6n\u00fcndeki belirsizlikler fiyatlar\u0131 a\u015fa\u011f\u0131 \u00e7ekmeye devam ediyor. Haftal\u0131k bazda metallerde ortalama y\u00fczde 1\u2019e yak\u0131n d\u00fc\u015f\u00fc\u015f kaydedildi. Uzmanlar, 1 A\u011fustos\u2019ta tarifelerin y\u00fcr\u00fcrl\u00fc\u011fe girmesi halinde metallerde daha sert ve h\u0131zl\u0131 fiyat hareketleri ya\u015fanabilece\u011fi uyar\u0131s\u0131nda bulunuyor. \u00d6zellikle \u00c7in\u2019den gelecek talep zay\u0131fl\u0131\u011f\u0131 bu bask\u0131y\u0131 derinle\u015ftirebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
ABD\u2019nin ticaret politikalar\u0131nda ataca\u011f\u0131 ad\u0131mlar, k\u00fcresel emtia piyasalar\u0131n\u0131n y\u00f6n\u00fc \u00fczerinde belirleyici olmaya devam ediyor. 2 Nisan\u2019da duyurulan tarifelere ili\u015fkin 90 g\u00fcnl\u00fck erteleme s\u00fcresinin sona ermesine saatler kala, Ba\u015fkan Trump ve Ticaret Bakanl\u0131\u011f\u0131\u2019ndan gelen mesajlar, uygulaman\u0131n 1 A\u011fustos\u2019a ertelenebilece\u011fine i\u015faret ediyor. Bu durum, yat\u0131r\u0131mc\u0131lar\u0131n pozisyonlar\u0131n\u0131 yeniden g\u00f6zden ge\u00e7irmesine yol a\u00e7t\u0131. Bloomberg Emtia Toplam Getiri Endeksi, 2025\u2019in<\/p>\n","protected":false},"author":2,"featured_media":114,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-113","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finans"],"acf":[],"_links":{"self":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts\/113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/comments?post=113"}],"version-history":[{"count":1,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts\/113\/revisions"}],"predecessor-version":[{"id":115,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/posts\/113\/revisions\/115"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/media\/114"}],"wp:attachment":[{"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/media?parent=113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/categories?post=113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/openprime.co\/\/blog\/wp-json\/wp\/v2\/tags?post=113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}