{"id":6345,"date":"2026-05-03T04:22:17","date_gmt":"2026-05-03T00:52:17","guid":{"rendered":"https:\/\/vanak.news\/?p=6345"},"modified":"2026-05-03T04:22:17","modified_gmt":"2026-05-03T00:52:17","slug":"secmenler-trumpi-ekonomi-uzerinden-degerlendirecek-durum-ne","status":"publish","type":"post","link":"https:\/\/vanak.news\/?p=6345&lang=tr","title":{"rendered":"Se\u00e7menler Trump&#8217;\u0131 ekonomi \u00fczerinden de\u011ferlendirecek &#8211; durum ne?"},"content":{"rendered":"<p>Donald Trump bir zamanlar \u0130ran&#8217;la ba\u011flant\u0131l\u0131 b\u00f6lgesel \u00e7at\u0131\u015fman\u0131n alt\u0131 haftadan uzun s\u00fcrmeyece\u011fini tahmin etmi\u015fti. Ancak \u00e7at\u0131\u015fma \u015fimdi \u00fc\u00e7\u00fcnc\u00fc ay\u0131na girdi.<\/p>\n<p>\u00c7at\u0131\u015fma, 1970&#8217;lerin petrol krizleriyle e\u015fde\u011fer k\u00fcresel bir enerji \u015fokuna neden olarak yak\u0131ttan g\u0131da maddelerine kadar her \u015feyin fiyat\u0131n\u0131 art\u0131rd\u0131.<\/p>\n<p>Zaten zor durumdaki Amerikal\u0131lar \u00fczerinde ek bask\u0131 yaratmas\u0131na ra\u011fmen, bu hafta a\u00e7\u0131klanan son GSY\u0130H rakamlar\u0131, ekonominin 2026&#8217;n\u0131n ilk \u00fc\u00e7 ay\u0131nda iyi bir performans sergiledi\u011fini g\u00f6sterdi.<\/p>\n<p>Amerika&#8217;n\u0131n ilk \u00e7eyrek b\u00fcy\u00fcme rakamlar\u0131 bir ivme sa\u011flarken, BBC, Kas\u0131m ay\u0131nda yakla\u015fan ara se\u00e7imler ve devam eden sava\u015f\u0131n sona erece\u011fine dair bir i\u015faret olmamas\u0131 nedeniyle ABD&#8217;nin ba\u015fl\u0131ca ekonomik g\u00f6stergelerinin ba\u015fkan i\u00e7in nas\u0131l g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc inceliyor.<\/p>\n<h3>Ekonomik B\u00fcy\u00fcme<\/h3>\n<p>Ara se\u00e7imler \u00f6ncesinde Trump, Per\u015fembe g\u00fcnk\u00fc b\u00fcy\u00fcme rakamlar\u0131n\u0131 kendi ekonomik yakla\u015f\u0131m\u0131n\u0131n do\u011fru oldu\u011funu g\u00f6stermek i\u00e7in kullanacak.<\/p>\n<p>Resmi istatistiklere g\u00f6re, ekonomi 2026&#8217;n\u0131n ilk \u00e7eyre\u011finde y\u0131ll\u0131k bazda <b>%2<\/b> b\u00fcy\u00fcd\u00fc; bu, 2025&#8217;in sonunda ya\u015fanan yava\u015flaman\u0131n ard\u0131ndan \u00f6nemli bir art\u0131\u015f oldu.<\/p>\n<p>Bu b\u00fcy\u00fcme, ABD g\u00fcmr\u00fck vergilerinin t\u00fcketiciler \u00fczerindeki bask\u0131s\u0131na ve Amerikan al\u0131\u015fveri\u015f\u00e7ileri i\u00e7in daha y\u00fcksek fiyatlara yol a\u00e7mas\u0131na, ayr\u0131ca \u0130ran&#8217;la ba\u011flant\u0131l\u0131 \u00e7at\u0131\u015fman\u0131n tetikledi\u011fi yeni enerji \u015fokuna ra\u011fmen ger\u00e7ekle\u015fti.<\/p>\n<p>Ekonomistler, t\u00fcketiciler \u00fczerindeki etkinin korkuldu\u011fu kadar k\u00f6t\u00fc olmad\u0131\u011f\u0131n\u0131, t\u00fcketimin y\u0131ll\u0131k bazda <b>%1,6<\/b> b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc belirtti. Ancak genel b\u00fcy\u00fcme art\u0131\u015f\u0131n\u0131, yapay zeka (YZ) yay\u0131l\u0131m\u0131na yat\u0131r\u0131m yapan teknoloji devlerinin harcad\u0131\u011f\u0131 devasa miktarlara da ba\u011flad\u0131lar.<\/p>\n<p>ING&#8217;nin ba\u015f uluslararas\u0131 ekonomisti James Knightley, t\u00fcketici harcamalar\u0131 yava\u015flarken, &#8220;teknoloji ve yapay zekaya ba\u011fl\u0131 yat\u0131r\u0131mlar\u0131n ABD&#8217;de b\u00fcy\u00fcmenin ana motoru haline geldi\u011fini&#8221; s\u00f6yledi.<\/p>\n<h3>Ya\u015fam Maliyeti<\/h3>\n<p>Kas\u0131m ay\u0131ndaki se\u00e7imler b\u0131\u00e7ak s\u0131rt\u0131nda ve Trump&#8217;\u0131n Cumhuriyet\u00e7i partisinin ba\u015far\u0131s\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde art\u0131k tan\u0131d\u0131k hale gelen &#8220;Mesele ekonomi, aptal&#8221; siyasi \u00e7izgisine ba\u011fl\u0131 olacak.<\/p>\n<p>Ancak man\u015fet b\u00fcy\u00fcme rakamlar\u0131 olumlu olsa da, Amerikal\u0131lar b\u00fcy\u00fck olas\u0131l\u0131kla ya\u015fam maliyetine g\u00f6re oy kullanacaklar.<\/p>\n<p>B\u00f6lgedeki gerilimin artmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n kapanmas\u0131, petrol fiyatlar\u0131n\u0131 y\u00fckseltti; \u00f6nemli bir petrol g\u00f6stergesi olan Brent ham petrol\u00fcn\u00fcn varil fiyat\u0131 Per\u015fembe g\u00fcn\u00fc <b>d\u00f6rt y\u0131l\u0131n en y\u00fcksek seviyesi olan 126 dolara<\/b> ula\u015ft\u0131. O zamandan beri 111 dolara geriledi, ancak sava\u015f \u015eubat sonunda patlak vermeden \u00f6nce yakla\u015f\u0131k 73 dolardan i\u015flem g\u00f6r\u00fcyordu.<\/p>\n<p>Amerikan Otomobil Birli\u011fi verilerine g\u00f6re bu durum, Amerikal\u0131lar\u0131n Nisan sonunda bir galon yak\u0131t i\u00e7in <b>4,30 dolar<\/b> (3,17 \u00a3) \u00f6demesine neden oldu; bu, \u015eubat ay\u0131ndaki 3 dolar\u0131n alt\u0131ndaki fiyata k\u0131yasla \u00f6nemli bir art\u0131\u015ft\u0131.<\/p>\n<p>Bu da enflasyonda keskin bir s\u0131\u00e7ramaya katk\u0131da bulundu; Mart ay\u0131ndaki ortalama y\u0131ll\u0131k fiyat art\u0131\u015flar\u0131 <b>%3,3<\/b> ile yakla\u015f\u0131k iki y\u0131l\u0131n en y\u00fcksek seviyesine ve \u015eubat ay\u0131ndaki %2,4&#8217;ten \u00f6nemli bir art\u0131\u015fa i\u015faret etti.<\/p>\n<h3>Faiz Oranlar\u0131<\/h3>\n<p>\u0130ran&#8217;la ba\u011flant\u0131l\u0131 \u00e7at\u0131\u015fman\u0131n etkisi, \u00f6zellikle Mart ay\u0131 enflasyon rakamlar\u0131, Federal Rezerv&#8217;in yak\u0131n zamanda faiz indirimi yapaca\u011f\u0131na dair t\u00fcm umutlar\u0131 ortadan kald\u0131rd\u0131.<\/p>\n<p>Merkez bankas\u0131, Amerikal\u0131lar i\u00e7in ipotek ve di\u011fer bor\u00e7lanma maliyetlerini etkileyen temel faiz oran\u0131n\u0131 \u00c7ar\u015famba g\u00fcn\u00fc <b>%3,5 ile %3,75<\/b> seviyesinde tuttu. Sava\u015f \u00f6ncesinde ekonomistler bir dizi faiz indirimi bekliyordu.<\/p>\n<p>B\u00f6lgedeki askeri operasyonlar\u0131n ba\u015flamas\u0131ndan bu yana, Freddie Mac verilerine g\u00f6re 30 y\u0131ll\u0131k bir ipotek i\u00e7in ortalama faiz oran\u0131 <b>%5,98&#8217;den %6,3&#8217;e<\/b> y\u00fckseldi.<\/p>\n<p>Pantheon Macroeconomics&#8217;in ba\u015f ABD ekonomisti Samuel Tombs, y\u00fcksek petrol fiyatlar\u0131 ve ABD&#8217;nin \u0130ran limanlar\u0131na y\u00f6nelik k\u0131s\u0131tlamalar\u0131 uzun s\u00fcre s\u00fcrd\u00fcrece\u011fi beklentisinin, faiz indirimlerini <b>2027&#8217;ye kadar<\/b> erteleyebilece\u011fini belirtti.<\/p>\n<h3>Borsa<\/h3>\n<p>\u00c7alkant\u0131ya ra\u011fmen, borsada paras\u0131 olan Amerikal\u0131lar sava\u015f s\u0131ras\u0131nda iyi bir performans sergiledi.<\/p>\n<p>Ba\u015fl\u0131ca ABD endeksleri \u2013 S&amp;P 500, Dow Jones Sanayi Ortalamas\u0131 ve Nasdaq Bile\u015fik \u2013 kampanyan\u0131n ilk g\u00fcnlerinde g\u00f6r\u00fclen kay\u0131plar\u0131 fazlas\u0131yla telafi etti ve sava\u015f \u00f6ncesi yukar\u0131 y\u00f6nl\u00fc gidi\u015fatlar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n<p>Nasdaq, \u00e7at\u0131\u015fman\u0131n ba\u015flang\u0131c\u0131ndan bu yana yakla\u015f\u0131k <b>%10<\/b>, S&amp;P yakla\u015f\u0131k <b>%5<\/b> ve Dow ise %1&#8217;den biraz fazla y\u00fckseldi.<\/p>\n<p>Ba\u015fl\u0131ca endekslerdeki art\u0131\u015flar yat\u0131r\u0131mc\u0131lar i\u00e7in iyi bir haber olmas\u0131n\u0131n yan\u0131 s\u0131ra, 401k gibi hisse senetlerine ba\u011fl\u0131 emeklilik fonu olanlar i\u00e7in de bir destek niteli\u011finde.<\/p>\n<p>2026 y\u0131l\u0131nda 30 Nisan&#8217;a kadar ABD S&amp;P 500 endeksini g\u00f6steren bir \u00e7izgi grafik. Endeks, ABD ve \u0130srail&#8217;in \u0130ran&#8217;a y\u00f6nelik operasyonlar\u0131n\u0131n ba\u015flad\u0131\u011f\u0131 \u015eubat sonuna kadar 6.800 ile 7.000 puan aras\u0131nda seyretti. Ard\u0131ndan Mart ay\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fayarak ay sonunda 6.400&#8217;\u00fcn alt\u0131na geriledi, ancak Bloomberg&#8217;in son verilerine g\u00f6re sava\u015f \u00f6ncesi seviyelerin \u00fczerine \u00e7\u0131karak 30 Nisan&#8217;da 7.209&#8217;a y\u00fckseldi.<\/p>\n<p>Cumhuriyet\u00e7ilerin Temsilciler Meclisi&#8217;nin kontrol\u00fcn\u00fc kaybetme ve Senato&#8217;yu da kaybetme riskiyle kar\u015f\u0131 kar\u015f\u0131ya kalmas\u0131yla, Kas\u0131m ay\u0131ndaki se\u00e7imler b\u00fcy\u00fck \u00f6l\u00e7\u00fcde se\u00e7menler sand\u0131k ba\u015f\u0131na gitti\u011finde ekonominin durumuna ba\u011fl\u0131 olacak.<\/p>\n<p>Man\u015fet GSY\u0130H b\u00fcy\u00fcmesi ve borsalar\u0131n y\u00fckseli\u015fi Cumhuriyet\u00e7i stratejistlere bir miktar rahatl\u0131k sunsa da, y\u00fckselen ya\u015fam maliyeti endi\u015fe kayna\u011f\u0131 olmaya devam edecek.<\/p>\n<p>Trump&#8217;\u0131n ba\u015fkan olarak kalan s\u00fcresinde ne kadar\u0131n\u0131 yap\u0131p yapamayaca\u011f\u0131, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde \u0130ran&#8217;daki \u00e7at\u0131\u015fman\u0131n nas\u0131l geli\u015fece\u011fine, H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n yeniden a\u00e7\u0131l\u0131p a\u00e7\u0131lmayaca\u011f\u0131na ve bunun Amerikal\u0131 se\u00e7menler i\u00e7in daha d\u00fc\u015f\u00fck yak\u0131t ve g\u0131da fiyatlar\u0131na d\u00f6n\u00fc\u015f\u00fcp d\u00f6n\u00fc\u015fmeyece\u011fine ba\u011fl\u0131 olacak.<\/p>\n<p>#ABDekonomisi #Trump #AraSe\u00e7imler #Enflasyon #FaizOranlar\u0131 #PetrolFiyatlar\u0131 #Borsa #Ya\u015famMaliyeti #K\u00fcreselEnerji\u015eoku #YapayZekaYat\u0131r\u0131mlar\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Donald Trump bir zamanlar \u0130ran&#8217;la ba\u011flant\u0131l\u0131 b\u00f6lgesel \u00e7at\u0131\u015fman\u0131n alt\u0131 haftadan uzun s\u00fcrmeyece\u011fini tahmin etmi\u015fti. Ancak \u00e7at\u0131\u015fma \u015fimdi \u00fc\u00e7\u00fcnc\u00fc ay\u0131na girdi. \u00c7at\u0131\u015fma, 1970&#8217;lerin petrol krizleriyle e\u015fde\u011fer k\u00fcresel bir enerji \u015fokuna neden olarak yak\u0131ttan g\u0131da maddelerine kadar her \u015feyin fiyat\u0131n\u0131 art\u0131rd\u0131. Zaten zor durumdaki Amerikal\u0131lar \u00fczerinde ek bask\u0131 yaratmas\u0131na ra\u011fmen, bu hafta a\u00e7\u0131klanan son GSY\u0130H rakamlar\u0131, ekonominin [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6346,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[40],"tags":[],"class_list":["post-6345","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya-haberleri"],"_links":{"self":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts\/6345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6345"}],"version-history":[{"count":0,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts\/6345\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/media\/6346"}],"wp:attachment":[{"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}