DUYGU ERDO\u011eAN \/ \u0130STANBUL –<\/strong> Piyasalar y\u0131l\u0131n son g\u00fcnlerinde temkinli de olsa hareketine devam ederken, k\u0131ymetli metallerde bu son g\u00fcnler de olduk\u00e7a iyi kazan\u0131mlarla ge\u00e7ti. 2026 y\u0131l\u0131na girerken \u00e7e\u015fitlenen enstr\u00fcman yap\u0131s\u0131n\u0131n daha fazla kendini g\u00f6stermesi bekleniyor.<\/p>\n analistelere g\u00f6re hisse senetleri taraf\u0131n\u0131n yat\u0131r\u0131mc\u0131ya \u00e7ekici gelece\u011fi, de\u011ferli metallerde ise as\u0131l hareketin y\u0131l\u0131n ikinci \u00e7eyre\u011fi ard\u0131ndan beklendi\u011fi ifade ediliyor. T\u00fcm bu gidi\u015fat\u0131, k\u00fcresel belirsizlikler, jeopolitik riskler ve para politikalar\u0131 haz\u0131rl\u0131yor. \u00d6zellikle ABD Ba\u015fkan\u0131 Donald Trump taraf\u0131ndan at\u0131lacak her ad\u0131m\u0131n piyasada yank\u0131 bulaca\u011f\u0131 de\u011ferlendiriliyor. T\u00fcm bunlar ekseninde piyasa analistleri, \u00f6zellikle k\u00fc\u00e7\u00fck ve orta \u00f6l\u00e7ekli yat\u0131r\u0131mlarda portf\u00f6ylerin risk profiline uygun ve \u00e7e\u015fitlendirilmi\u015f stratejiyle \u015fekillendirilmesini \u00f6neriyor.<\/p>\n 2024 ve 2025\u2019te g\u00f6rece daha s\u0131k\u0131 para politikalar\u0131n\u0131n ya\u015fand\u0131\u011f\u0131 k\u00fcresel piyasalar 2026\u2019ya temkinli ama b\u00fcy\u00fcme beklentisi y\u00fcksek olarak giriyor. Bankac\u0131l\u0131kta ivmelenme beklentisi y\u00fcksek iken sanayide de dengelenmeye y\u00f6nelik bir d\u00f6nem olaca\u011f\u0131 konusunda uzmanlar hemfikir.<\/p>\n Y\u0131l\u0131n \u00f6ne \u00e7\u0131kan sekt\u00f6rlerinin ise d\u00fcnya genelinde savunma sanayii ve yenilenebilir enerji olaca\u011f\u0131 ifade ediliyor. Yan\u0131 s\u0131ra elbette teknolojide yapay zeka yat\u0131r\u0131mlar\u0131 ba\u015fta olmak \u00fczere geli\u015fen s\u00fcre\u00e7 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan yak\u0131ndan takip edilecek.<\/p>\n ANA G\u00dcNDEM ENFLASYON<\/strong><\/p>\n Ekonomik Kalk\u0131nma ve \u0130\u015fbirli\u011fi \u00d6rg\u00fct\u00fc (OECD) son raporunda T\u00fcrkiye i\u00e7in 2025 ve 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminlerini yukar\u0131 y\u00f6nl\u00fc revize etti. Enflasyon tahminleri de yukar\u0131 y\u00f6nl\u00fc revize edildi. Kurum, T\u00fcrkiye i\u00e7in 2025 y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 3.2\u2019den y\u00fczde 3.6\u2019ya, 2026 y\u0131l\u0131 i\u00e7in b\u00fcy\u00fcme tahminini y\u00fczde 3.2\u2019den y\u00fczde 3.4\u2019e y\u00fckselttti. OECD, k\u00fcresel ekonomiye y\u00f6nelik tahminlerinde ise de\u011fi\u015fikli\u011fe gitmedi, k\u00fcresel ekonominin tarifeler ve belirsizliklere ra\u011fmen beklenenden g\u00fc\u00e7l\u00fc oldu\u011fu belirtildi. T\u00fcrkiye ekonomisinin ana g\u00fcndemi ise enflasyonu d\u00fc\u015f\u00fcrmeye y\u00f6nelik ad\u0131mlar ile yap\u0131sal reformlar e\u015fli\u011finde rekabet\u00e7i sekt\u00f6rlerde pazar pay\u0131n\u0131 korumak olarak ele al\u0131n\u0131yor. B\u00fcy\u00fcmeye devam etmesi \u00f6ng\u00f6r\u00fclen T\u00fcrkiye ekonomisi i\u00e7in yeni y\u0131lda finansar istikrar\u0131n sa\u011flanmas\u0131, \u00f6ng\u00f6r\u00fclebilir bir piyasa ekonomisinin olu\u015fmas\u0131 bekleniyor.<\/p>\n \u0130stanbul Sanayi Odas\u0131 (\u0130SO) Ba\u015fkan\u0131 Erdal Bah\u00e7\u0131van, \u00f6zellikle sanayi sekt\u00f6r\u00fc taraf\u0131nda zorlu bir y\u0131l\u0131n geride kald\u0131\u011f\u0131na i\u015faret ederken, \u201c\u201cBu fedakarl\u0131\u011f\u0131n kar\u015f\u0131l\u0131\u011f\u0131n\u0131n g\u00f6stergelere ad\u0131m ad\u0131m yans\u0131yor olmas\u0131 ise bize umut veriyor. \u00c7\u00fcnk\u00fc inan\u0131yoruz ki finansal istikrar sa\u011fland\u0131\u011f\u0131nda ve enflasyon yeniden \u00f6ng\u00f6r\u00fclebilir bir patikaya girdi\u011finde, bundan en b\u00fcy\u00fck fayday\u0131 yine sanayi sekt\u00f6r\u00fc elde edecektir\u201d ifadelerini kulland\u0131.<\/p>\n Bah\u00e7\u0131van, 2026 y\u0131l\u0131n\u0131n T\u00fcrkiye ekonomisi i\u00e7in \u00e7ok \u00f6nemli f\u0131rsatlar sundu\u011funu belirterek, \u201cBirincisi, petrol fiyatlar\u0131 2025 y\u0131l\u0131n\u0131 y\u00fczde 20\u2019ye yakla\u015fan bir d\u00fc\u015f\u00fc\u015f ile kapatmaya haz\u0131rlan\u0131yor. \u0130kincisi, ABD i\u015f g\u00fcc\u00fc piyasas\u0131ndaki zay\u0131flama sinyalleri ve piyasalarda y\u00fckselen stres FED\u2019i daha destekleyici bir duru\u015fa itiyor. Bu ikisi birlikte, d\u0131\u015f dengemize katk\u0131lar\u0131n\u0131n yan\u0131 s\u0131ra dezenflasyon s\u00fcrecimiz a\u00e7\u0131s\u0131ndan olumlu geli\u015fmeler\u201d de\u011ferlendirmesinde bulundu.<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/ekonominin-rotasi-dengeyi-gosteriyor-7511167<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Piyasalar 2026 y\u0131l\u0131ndan umutlu. Yat\u0131r\u0131mc\u0131 taraf\u0131nda enstr\u00fcmanlar\u0131n \u00e7e\u015fitlendirildi\u011fi bir d\u00f6nem beklenirken; ekonominin genel \u00e7er\u00e7evesinin ise dengelenme oda\u011f\u0131nda \u00e7izilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n","protected":false},"author":1,"featured_media":159779,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1524,124,283,666,146],"class_list":["post-159778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-1524","tag-buyume","tag-piyasa","tag-sanayi","tag-turkiye"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/159778","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=159778"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/159778\/revisions"}],"predecessor-version":[{"id":159780,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/159778\/revisions\/159780"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/159779"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=159778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=159778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=159778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}