{"id":7192,"date":"2026-08-01T21:48:46","date_gmt":"2026-08-01T18:48:46","guid":{"rendered":"https:\/\/fxknews.com\/?p=7192"},"modified":"2026-08-03T22:00:20","modified_gmt":"2026-08-03T19:00:20","slug":"gundem-raporu-1-agustos-2026","status":"publish","type":"post","link":"https:\/\/fxknews.com\/?p=7192","title":{"rendered":"G\u00dcNDEM RAPORU \u2014 01 A\u011eUSTOS 2026"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">\u0130\u00e7indekiler<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/fxknews.com\/?p=7192\/#%F0%9F%93%B0_GUNDEM_RAPORU_%E2%80%94_01_AGUSTOS_2026\" >\ud83d\udcf0 G\u00dcNDEM RAPORU \u2014 01 A\u011eUSTOS 2026<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/fxknews.com\/?p=7192\/#%F0%9F%97%BA%EF%B8%8F_KURESEL_JEOPOLITIK\" >\ud83d\uddfa\ufe0f K\u00dcRESEL &amp; JEOPOL\u0130T\u0130K<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/fxknews.com\/?p=7192\/#%F0%9F%93%88_PIYASA_HABERLERI\" >\ud83d\udcc8 P\u0130YASA HABERLER\u0130<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/fxknews.com\/?p=7192\/#%E2%82%BF_KRIPTO_HABERLERI\" >\u20bf KR\u0130PTO HABERLER\u0130<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/fxknews.com\/?p=7192\/#%F0%9F%94%AD_ONUMUZDEKI_HAFTAYA_BAKIS\" >\ud83d\udd2d \u00d6N\u00dcM\u00dcZDEK\u0130 HAFTAYA BAKI\u015e<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h1 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%F0%9F%93%B0_GUNDEM_RAPORU_%E2%80%94_01_AGUSTOS_2026\"><\/span>\ud83d\udcf0 G\u00dcNDEM RAPORU \u2014 01 A\u011eUSTOS 2026<span class=\"ez-toc-section-end\"><\/span><\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%F0%9F%97%BA%EF%B8%8F_KURESEL_JEOPOLITIK\"><\/span>\ud83d\uddfa\ufe0f K\u00dcRESEL &amp; JEOPOL\u0130T\u0130K<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ABD Ba\u015fkan\u0131 Donald Trump&#8217;\u0131n \u0130ran&#8217;\u0131n enerji altyap\u0131s\u0131na y\u00f6nelik yeni sald\u0131r\u0131lar\u0131 ciddi bi\u00e7imde de\u011ferlendirdi\u011fi bildirildi. Axios&#8217;a konu\u015fan bir ABD&#8217;li yetkili, hen\u00fcz nihai karar al\u0131nmad\u0131\u011f\u0131n\u0131 ancak Washington&#8217;\u0131n \u0130ran&#8217;\u0131n son g\u00fcnlerdeki tutumunu &#8220;son derece sald\u0131rgan&#8221; olarak de\u011ferlendirdi\u011fini belirtti. Olas\u0131 operasyonun \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde ger\u00e7ekle\u015febilece\u011fi ifade ediliyor.<\/li>\n\n\n\n<li>Orta Do\u011fu&#8217;daki askeri gerilim enerji arz\u0131 ve kritik deniz ticaret yollar\u0131 \u00fczerindeki riskleri y\u00fcksek tutuyor. \u00d6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki geli\u015fmeler, tanker trafi\u011fi ve b\u00f6lgedeki ABD askeri varl\u0131\u011f\u0131 yeni haftaya girilirken yak\u0131ndan takip ediliyor. Temmuz boyunca b\u00f6lgede artan gerilim petrol sevkiyat\u0131n\u0131 da \u00f6nemli bir piyasa riskine d\u00f6n\u00fc\u015ft\u00fcrd\u00fc. <\/li>\n\n\n\n<li>ABD, Uygurlar\u0131 Zorla \u00c7al\u0131\u015ft\u0131rmay\u0131 \u00d6nleme Yasas\u0131 kapsam\u0131nda <strong>43 \u00c7inli \u015firketi daha ithalat yasa\u011f\u0131 listesine ekledi.<\/strong> B\u00f6ylece listedeki \u015firket say\u0131s\u0131 144&#8217;ten 187&#8217;ye \u00e7\u0131kt\u0131. Elektronik, g\u0131da, metal ve batarya malzemeleri gibi sekt\u00f6rleri kapsayan karar, Washington-Pekin ticaret ili\u015fkilerinde yeni bir gerilim ba\u015fl\u0131\u011f\u0131 olu\u015fturdu. \u00c7in y\u00f6netimi su\u00e7lamalar\u0131 reddederek kar\u015f\u0131 \u00f6nlem mesaj\u0131 verdi. <\/li>\n\n\n\n<li>Rusya-Ukrayna sava\u015f\u0131nda Karadeniz ve liman altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar yeniden g\u00fcndemin \u00f6nemli ba\u015fl\u0131klar\u0131ndan biri olurken, Odessa ve Mykolaiv \u00e7evresindeki deniz ve lojistik altyap\u0131 \u00fczerindeki bask\u0131 s\u00fcr\u00fcyor.<\/li>\n\n\n\n<li>Avrupa futbolunda da ciddi bir y\u00f6netim krizi ya\u015fan\u0131yor. FIFA Ba\u015fkan\u0131 Gianni Infantino \u00fczerindeki bask\u0131 belirgin bi\u00e7imde artt\u0131. Avrupa futbol \u00e7evrelerinden gelen sert ele\u015ftirilerin ard\u0131ndan UEFA cephesinde Infantino&#8217;nun liderli\u011fine y\u00f6nelik g\u00fcven sorunu b\u00fcy\u00fcrken, Hollanda Futbol Federasyonu da FIFA ba\u015fkan\u0131n\u0131n liderli\u011fine art\u0131k g\u00fcvenmedi\u011fini a\u00e7\u0131klad\u0131. <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%F0%9F%93%88_PIYASA_HABERLERI\"><\/span>\ud83d\udcc8 P\u0130YASA HABERLER\u0130<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>K\u00fcresel piyasalar yeni aya g\u00fc\u00e7l\u00fc teknoloji \u015firketlerinin bilan\u00e7olar\u0131 ile Orta Do\u011fu kaynakl\u0131 enflasyon risklerinin kar\u015f\u0131 kar\u015f\u0131ya geldi\u011fi bir ortamda giriyor. Amazon ve Microsoft&#8217;un g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131 teknoloji hisselerini desteklerken, Apple&#8217;\u0131n zay\u0131f g\u00f6r\u00fcn\u00fcm\u00fc \u015firket hisselerinde sert sat\u0131\u015fa neden oldu. <\/li>\n\n\n\n<li>ABD tahvil piyasas\u0131nda uzun vadeli faizler yeniden \u00f6nemli seviyelere y\u00fckseldi. Temmuz ay\u0131nda artan enerji fiyatlar\u0131 ve enflasyon endi\u015feleriyle ABD 10 y\u0131ll\u0131k tahvil faizi %4,74 civar\u0131na, 30 y\u0131ll\u0131k tahvil faizi ise %5,27 seviyesine \u00e7\u0131karak uzun y\u0131llar\u0131n en y\u00fcksek seviyelerine yakla\u015ft\u0131. Fed&#8217;in gelecekte yeniden faiz art\u0131rmak zorunda kalabilece\u011fine y\u00f6nelik tart\u0131\u015fmalar tahvil piyasas\u0131nda bask\u0131 yarat\u0131yor. <\/li>\n\n\n\n<li>Orta Do\u011fu&#8217;daki \u00e7at\u0131\u015fmalar petrol piyasas\u0131n\u0131n ana risk fakt\u00f6r\u00fc olmaya devam ediyor. Temmuz ay\u0131nda Brent ve WTI petrol g\u00fc\u00e7l\u00fc y\u00fckseli\u015f g\u00f6sterirken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndaki tanker trafi\u011fi ve olas\u0131 yeni ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131na \u00e7evrilmi\u015f durumda. <\/li>\n\n\n\n<li>K\u00fcresel hisse piyasalar\u0131nda yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin beklentiler yeniden ayr\u0131\u015f\u0131yor. B\u00fcy\u00fck teknoloji \u015firketlerinin g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131na ra\u011fmen y\u00fcksek yat\u0131r\u0131m harcamalar\u0131n\u0131n ne kadar h\u0131zl\u0131 gelir yarataca\u011f\u0131 konusundaki soru i\u015faretleri nedeniyle AI ba\u011flant\u0131l\u0131 hisselerde volatilitenin y\u00fcksek kalmas\u0131 bekleniyor. <\/li>\n\n\n\n<li>D\u00fcnyan\u0131n en b\u00fcy\u00fck \u015firketlerindeki y\u00fcksek piyasa de\u011ferleri k\u00fcresel hisse piyasalar\u0131n\u0131n yo\u011funla\u015fma tart\u0131\u015fmas\u0131n\u0131 canl\u0131 tutuyor. \u00d6zellikle mega teknoloji \u015firketlerinin a\u011f\u0131rl\u0131\u011f\u0131n\u0131n artmas\u0131, b\u00fcy\u00fck endekslerin performans\u0131n\u0131 s\u0131n\u0131rl\u0131 say\u0131daki \u015firketin bilan\u00e7o sonu\u00e7lar\u0131na daha ba\u011f\u0131ml\u0131 h\u00e2le getiriyor.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%82%BF_KRIPTO_HABERLERI\"><\/span>\u20bf KR\u0130PTO HABERLER\u0130<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ABD&#8217;de kripto piyasas\u0131n\u0131n yak\u0131ndan takip etti\u011fi d\u00fczenleyici \u00e7er\u00e7evede belirsizlik devam ediyor. \u00d6zellikle piyasa yap\u0131s\u0131 mevzuat\u0131n\u0131n ilerleme h\u0131z\u0131n\u0131n d\u00fc\u015fmesi, kurumsal kripto sekt\u00f6r\u00fcn\u00fcn bekledi\u011fi d\u00fczenleyici netli\u011fin gecikebilece\u011fi endi\u015felerini art\u0131r\u0131yor.<\/li>\n\n\n\n<li>Bitcoin ve Ethereum ETF&#8217;leri kripto piyasas\u0131n\u0131n kurumsal talep taraf\u0131nda \u00f6nemini korurken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 ETF ak\u0131\u015flar\u0131n\u0131n yan\u0131 s\u0131ra ABD&#8217;deki d\u00fczenleyici geli\u015fmelere \u00e7evrilmi\u015f durumda. Nasdaq&#8217;\u0131n BlackRock&#8217;\u0131n iShares Bitcoin Trust ETF ve iShares Ethereum Trust ETF \u00fcr\u00fcnlerine ili\u015fkin listeleme standartlar\u0131n\u0131 de\u011fi\u015ftirmeye y\u00f6nelik d\u00fczenleme s\u00fcreci de devam ediyor. <\/li>\n\n\n\n<li><strong>2 A\u011fustos&#8217;ta MemeCore (M) i\u00e7in yakla\u015f\u0131k 56,1 milyon M tokenin kilidi a\u00e7\u0131lacak.<\/strong> G\u00fcncel fiyatlara g\u00f6re yakla\u015f\u0131k <strong>67 milyon dolar<\/strong> de\u011ferindeki a\u00e7\u0131l\u0131m, dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k %4,24&#8217;\u00fcne kar\u015f\u0131l\u0131k geliyor ve 2 A\u011fustos&#8217;un en dikkat \u00e7ekici token arz olaylar\u0131ndan biri olacak.<\/li>\n\n\n\n<li><strong>ZAMA&#8217;da 2 A\u011fustos&#8217;ta 114,58 milyon token<\/strong> serbest b\u0131rak\u0131lacak. Tamam\u0131 Foundation tahsisinden gelecek a\u00e7\u0131l\u0131m toplam arz\u0131n yakla\u015f\u0131k %1&#8217;ine kar\u015f\u0131l\u0131k geliyor ve g\u00fcncel de\u011ferlemeyle yakla\u015f\u0131k <strong>6,7 milyon dolar<\/strong> b\u00fcy\u00fckl\u00fc\u011f\u00fcnde. <\/li>\n\n\n\n<li><strong>StakeStone (STO)<\/strong> taraf\u0131nda ise yakla\u015f\u0131k <strong>21,35 milyon STO<\/strong> serbest b\u0131rak\u0131lacak. Yakla\u015f\u0131k 826 bin dolar de\u011ferindeki a\u00e7\u0131l\u0131m, mevcut dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k <strong>%9,5&#8217;ine<\/strong> kar\u015f\u0131l\u0131k geldi\u011fi i\u00e7in parasal b\u00fcy\u00fckl\u00fc\u011f\u00fc d\u00fc\u015f\u00fck olmas\u0131na ra\u011fmen arz oran\u0131 bak\u0131m\u0131ndan dikkat \u00e7ekiyor. <\/li>\n\n\n\n<li>2 A\u011fustos i\u00e7in bildirilen ENA, BTW, EDGE, 2Z ve ZETA a\u00e7\u0131l\u0131mlar\u0131nda farkl\u0131 veri sa\u011flay\u0131c\u0131lar\u0131 aras\u0131nda miktar ve de\u011fer farkl\u0131l\u0131klar\u0131 bulundu\u011fundan, kesin rakamlar yerine ilgili tokenlar\u0131n arz takvimlerinin g\u00fcn i\u00e7inde yeniden kontrol edilmesi daha sa\u011fl\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%F0%9F%94%AD_ONUMUZDEKI_HAFTAYA_BAKIS\"><\/span>\ud83d\udd2d \u00d6N\u00dcM\u00dcZDEK\u0130 HAFTAYA BAKI\u015e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Yeni haftan\u0131n ilk \u00f6nemli ABD verisi <strong>3 A\u011fustos Pazartesi g\u00fcn\u00fc saat 17.00 TS\u0130&#8217;de a\u00e7\u0131klanacak ISM \u0130malat PMI<\/strong> olacak. Ayn\u0131 saatte ABD in\u015faat harcamalar\u0131 da yay\u0131mlanacak. ISM verisi \u00f6zellikle b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc ve \u00fcretici maliyetleri a\u00e7\u0131s\u0131ndan takip edilecek. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4 A\u011fustos Sal\u0131<\/strong> ABD taraf\u0131nda yo\u011fun bir veri ak\u0131\u015f\u0131 bulunuyor. D\u0131\u015f ticaret dengesi <strong>15.30 TS\u0130<\/strong>, JOLTS a\u00e7\u0131k i\u015f pozisyonlar\u0131 ise <strong>17.00 TS\u0130<\/strong>&#8216;de a\u00e7\u0131klanacak. \u0130\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n Fed politikas\u0131 a\u00e7\u0131s\u0131ndan yeniden \u00f6nem kazanmas\u0131 nedeniyle JOLTS verisi haftan\u0131n kritik g\u00f6stergelerinden biri olacak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5 A\u011fustos \u00c7ar\u015famba<\/strong> ADP \u00f6zel sekt\u00f6r istihdam verisi a\u00e7\u0131klanacak. Ayn\u0131 g\u00fcn <strong>17.00 TS\u0130&#8217;de ISM Hizmet PMI<\/strong> gelecek. ABD ekonomisinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc olu\u015fturan hizmet sekt\u00f6r\u00fcndeki istihdam, yeni sipari\u015fler ve fiyat bask\u0131lar\u0131 Fed beklentileri a\u00e7\u0131s\u0131ndan izlenecek. ISM&#8217;nin resmi takviminde A\u011fustos Hizmet PMI verisinin 5 A\u011fustos&#8217;ta yay\u0131mlanaca\u011f\u0131 do\u011frulan\u0131yor. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hafta genelinde ekonomik verilerin yan\u0131nda <strong>ABD-\u0130ran hatt\u0131ndaki geli\u015fmeler piyasalardaki ana jeopolitik risk olmaya devam edecek.<\/strong> Washington&#8217;\u0131n \u0130ran&#8217;\u0131n enerji altyap\u0131s\u0131na y\u00f6nelik yeni sald\u0131r\u0131 karar\u0131 al\u0131p almamas\u0131; petrol, tahvil, alt\u0131n, dolar ve k\u00fcresel risk i\u015ftah\u0131 a\u00e7\u0131s\u0131ndan ekonomik takvimin \u00f6n\u00fcne ge\u00e7ebilecek bir ba\u015fl\u0131k konumunda. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udcf0 G\u00dcNDEM RAPORU \u2014 01 A\u011eUSTOS 2026 \u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501 \ud83d\uddfa\ufe0f K\u00dcRESEL &amp; JEOPOL\u0130T\u0130K \u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501 \ud83d\udcc8 P\u0130YASA HABERLER\u0130 \u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501 \u20bf KR\u0130PTO HABERLER\u0130<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[245],"tags":[247],"class_list":["post-7192","post","type-post","status-publish","format-standard","hentry","category-raporlar","tag-rapor"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/7192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7192"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/7192\/revisions"}],"predecessor-version":[{"id":7398,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/7192\/revisions\/7398"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7192"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7192"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}