{"status":true,"post":{"id":59984,"user_id":10,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2025-01-08 07:52:00","created_at":"2025-01-08T04:52:00.000000Z","updated_at":"2025-01-08T04:52:00.000000Z","edited_at":"2025-01-08 07:52:00","source_id":null,"post_id":59984,"is_featured":0,"title":"2025 y\u0131l\u0131n\u0131 \u015fekillendirecek unsurlar","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":"2025 y\u0131l\u0131n\u0131 \u015fekillendirecek unsurlar","sub_title":null,"category_id":73,"description":"DR. CAN G\u00dcRLESEL","content":"<p id=\"isPasted\" style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:16px;font-family:\"Calibri\",sans-serif;'>2025 y\u0131l\u0131nda k\u00fcresel ekonomiyi ve ticareti do\u011frudan veya dolayl\u0131 olarak \u015fekillendirecek unsurlar b\u00fcy\u00fck \u00f6l\u00e7\u00fcde belirlendi. 2025 y\u0131l\u0131n\u0131 5 temel dinamik \u015fekillendirecek. Bunlar s\u0131ras\u0131 ile ABD\u2019nin yeni ekonomi ve ticaret politikalar\u0131, ikincisi ABD ve \u00c7in hegemonya m\u00fccadelesi ile jeopolitik geli\u015fmeler, \u00fc\u00e7\u00fcnc\u00fcs\u00fc para politikalar\u0131, d\u00f6rd\u00fcnc\u00fcs\u00fc de\u011ferli ABD dolar\u0131 ve be\u015fincisi ise teknolojik geli\u015fmeler ve iklim de\u011fi\u015fimi etkileri olacak.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>1 - ABD\u2019N\u0130N YEN\u0130 EKONOM\u0130 VE T\u0130CARET POL\u0130T\u0130KALARI<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2025 y\u0131l\u0131nda k\u00fcresel ekonomi \u00fczerinde en b\u00fcy\u00fck etkiyi yapmas\u0131 beklenen unsur ABD\u2019nin yeni y\u00f6netiminin izlemeyi hedefledi\u011fi d\u0131\u015f ticaret politikas\u0131 olacakt\u0131r. ABD yeni y\u00f6netimi \u00c7in, Meksika ve Kanada ba\u015fta olmak \u00fczere t\u00fcm \u00fclkelerden yapt\u0131\u011f\u0131 ithalata vergileri koymay\u0131 planlamaktad\u0131r. ABD\u2019nin ithalat vergileri koymas\u0131 halinde di\u011fer \u00fclkeler de ABD\u2019ye kar\u015f\u0131 vergiler koyacakt\u0131r ve bu kar\u015f\u0131l\u0131kl\u0131 vergiler giderek yay\u0131lacakt\u0131r. 2018 y\u0131l\u0131nda Trump ilk d\u00f6neminde sadece baz\u0131 metal \u00fcr\u00fcnlerinin ithalat\u0131na vergiler konmu\u015ftu ve 2019 y\u0131l\u0131nda k\u00fcresel ticaret \u00fczerinde s\u0131n\u0131rl\u0131 etki yapm\u0131\u015ft\u0131. \u0130kinci d\u00f6nemde ise t\u00fcm ithal \u00fcr\u00fcnlerine vergi konulmas\u0131 hedefi k\u00fcresel ekonomi ve ticaret \u00fczerinde y\u00fcksek daralt\u0131c\u0131 etkiler yaratacakt\u0131r. ABD\u2019nin amac\u0131 ABD\u2019li ve di\u011fer \u00fclke yat\u0131r\u0131mc\u0131lar\u0131n\u0131 ABD\u2019ye \u00e7ekmektir. \u0130thal \u00fcr\u00fcn yerine ABD mal\u0131 \u00fcr\u00fcnler \u00fcretilecek ve t\u00fcketilecektir. Y\u00fcksek ithalat vergileri ayn\u0131 zamanda enflasyonu da yukar\u0131 y\u00f6nl\u00fc etkileyecektir. Bu nedenle para politikalar\u0131 2025 y\u0131l\u0131 beklentileri de de\u011fi\u015fmi\u015ftir.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2 - ABD-\u00c7\u0130N HEGEMONYA SAVA\u015eI VE JEOPOL\u0130T\u0130K R\u0130SKLER \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>ABD yeni y\u00f6netimi siyasi, askeri ve ekonomik alanda d\u00fcnya liderli\u011fini b\u0131rakmak istememektedir. Bu konuda en \u00f6nemli ve tek rakip \u00fclke \u00c7in\u2019dir. ABD yeni y\u00f6netimi \u00c7in ile hegemonya m\u00fccadelesini muhtemelen h\u0131zland\u0131racakt\u0131r ve olas\u0131 kar\u015f\u0131l\u0131kl\u0131 yapt\u0131r\u0131mlar k\u00fcresel ekonomiyi s\u0131n\u0131rlayacakt\u0131r. ABD yeni y\u00f6netimi \u00c7in ile olan hegemonya m\u00fccadelesine gerekli a\u011f\u0131rl\u0131\u011f\u0131 verebilmek i\u00e7in di\u011fer co\u011frafyalardaki jeopolitik gerginliklerin \u00e7\u00f6z\u00fcm\u00fcnde daha h\u0131zl\u0131 ve pragmatik olmay\u0131 se\u00e7ecektir. Rusya-Ukrayna sava\u015f\u0131nda taraflar\u0131 \u00f6ncelikle ate\u015fkese raz\u0131 etmeye \u00e7al\u0131\u015facakt\u0131r. Ard\u0131ndan bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri ba\u015flayacakt\u0131r. \u0130ran ve vekaletindeki unsurlar ikinci ana hedef olacakt\u0131r. N\u00fckleer enerji anla\u015fmas\u0131na geri d\u00f6n\u00fc\u015f olabilecektir. Aksi takdirde \u0130ran\u2019\u0131n n\u00fckleer enerji ve teknoloji altyap\u0131s\u0131 hedef olabilecektir. Suriye konusu ise \u015fimdilik belirsizdir.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>3 - PARA POL\u0130T\u0130KALARINDA DAHA TEMK\u0130NL\u0130 BEKLENT\u0130LER \u00a0\u00d6NE \u00c7IKIYOR<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2024 y\u0131l\u0131nda ABD se\u00e7imleri sona erene kadar para politikalar\u0131nda enflasyonlardaki d\u00fc\u015f\u00fc\u015f beklentilerine ba\u011fl\u0131 olarak daha gev\u015fek politikalara h\u0131zl\u0131 bir ge\u00e7i\u015f beklentisi bulunmaktayd\u0131. Ancak ABD se\u00e7imlerini kazanan Trump\u2019\u0131n ekonomi ve ticaret politikalar\u0131 vaatleri enflasyon beklentilerini de\u011fi\u015ftirmi\u015ftir. Ba\u015fta ABD olmak \u00fczere ticarette korumac\u0131l\u0131k enflasyonlardaki d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rlayacakt\u0131r. Bu nedenle \u00f6ncelikle ABD merkez bankas\u0131 FED 2025 y\u0131l\u0131na ili\u015fkin daha temkinli bir para politikas\u0131 duru\u015fu a\u00e7\u0131klam\u0131\u015ft\u0131r. FED 2025 y\u0131l\u0131nda 4-5 olan faiz indirim say\u0131s\u0131n\u0131 1-2 aras\u0131na \u00e7ekmi\u015ftir. FED enflasyondaki geli\u015fmelere ba\u011fl\u0131 olarak harekete edecektir. Avrupa Merkez Bankas\u0131 ise 2025 y\u0131l\u0131 i\u00e7in tam tersine bir para politikas\u0131 benimsemi\u015f bulunmaktad\u0131r. Ekonomideki dura\u011fanl\u0131k ile ABD ithalat vergileri endi\u015feleri kar\u015f\u0131s\u0131nda gerileyen enflasyona ba\u011fl\u0131 olarak ABM daha h\u0131zl\u0131 gev\u015feme ve faiz indirimine gidecektir. ABM 2025 mart ay\u0131nda politika faizini y\u00fczde 2,5\u2019e indirebilecektir. Y\u0131l\u0131n geri kalan\u0131nda da yeni faiz indirimleri olabilecektir. \u0130ngiltere\u2019de ise h\u00fck\u00fcmetin ekonomik b\u00fcy\u00fcmeyi desteklemek i\u00e7in a\u00e7\u0131klad\u0131\u011f\u0131 2025 y\u0131l\u0131 b\u00fct\u00e7esinin olas\u0131 enflasyonist etkileri kar\u015f\u0131s\u0131nda \u0130ngiltere merkez bankas\u0131 da 2025 y\u0131l\u0131 faiz indirimi beklentilerini 4\u2019ten 2\u2019ye indirmi\u015ftir.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>4 - G\u00dc\u00c7L\u00dc DOLAR BEL\u0130RLEY\u0130C\u0130 OLACAK<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>ABD yeni y\u00f6netiminin politikalar\u0131 2025 y\u0131l\u0131nda g\u00fc\u00e7l\u00fc bir dolara yol a\u00e7acakt\u0131r. \u00d6ncelikle faiz farklar\u0131 nedeniyle dolar g\u00fc\u00e7lenmeye devam edecektir. 1973 y\u0131l\u0131 sonras\u0131nda alt\u0131n ile olan ba\u011f\u0131n\u0131 koparan dolar\u0131n de\u011feri i\u00e7in kullan\u0131lan ve 6 di\u011fer \u00f6nemli para birimi sepeti ile \u00f6l\u00e7\u00fclen dolar endeksi 1973 y\u0131l\u0131ndan bu yana en de\u011ferli \u00fc\u00e7\u00fcnc\u00fc d\u00f6nemini ya\u015famaktad\u0131r. 1985 ve 2006 y\u0131llar\u0131 sonras\u0131nda dolar endeksi ilk kez 110 puana \u00e7ok yakla\u015fm\u0131\u015ft\u0131r. G\u00fc\u00e7l\u00fc dolar \u00f6ncelikle di\u011fer para birimlerinin zay\u0131flamas\u0131 anlam\u0131na gelmektedir. G\u00fc\u00e7l\u00fc dolar ile emtia ve metal fiyatlar\u0131 da zay\u0131f kalacakt\u0131r. Dolar cinsinden finansman ve bor\u00e7lanma maliyetleri de y\u00fcksek kalacakt\u0131r.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>5 - TEKNOLOJ\u0130K GEL\u0130\u015eMELER VE \u0130KL\u0130M DE\u011e\u0130\u015e\u0130M\u0130 ETK\u0130LER\u0130\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>Teknolojik geli\u015fmelerin h\u0131z\u0131 giderek takip edilebilirlikten \u00e7\u0131kmaktad\u0131r. Yapay zeka ba\u015fta olmak \u00fczere 2025 y\u0131l\u0131nda teknolojideki geli\u015fmelerin h\u0131zlanmas\u0131 ve uygulama alanlar\u0131n\u0131n artmas\u0131 beklenmektedir. Teknoloji alan\u0131nda 2025 y\u0131l\u0131 beklenmeyenin beklendi\u011fi bir y\u0131l gibi g\u00f6r\u00fcnmektedir. Buna kar\u015f\u0131n art\u0131\u015fa devam eden karbon sal\u0131n\u0131m\u0131 nedeniyle iklim de\u011fi\u015fiminin olumsuz etkileri de artacakt\u0131r. \u0130klim de\u011fi\u015fimi ile m\u00fccadelede ge\u00e7 kal\u0131n\u0131yor olmas\u0131 nedeniyle olumsuz etkilerin yarataca\u011f\u0131 insani ve ekonomik kay\u0131plar da artacakt\u0131r. \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>SON S\u00d6Z<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2025 y\u0131l\u0131 b\u00fcy\u00fck de\u011fi\u015fikliklere sahne olacak gibi g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>","slug":"2025-yilini-sekillendirecek-unsurlar-","tags":null,"meta_title":"2025 y\u0131l\u0131n\u0131 \u015fekillendirecek unsurlar","meta_description":"DR. CAN G\u00dcRLESEL","meta_keywords":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":0,"cropped_1200x675":null,"user":{"id":10,"name":"CAN","surname":"G\u00dcRLESEL","email":"durmaz.umran@superposta.com","slug":"dr-can-gurlesel","avatar":"\/front\/uploads\/avatar\/17336916008P5QTYWdQ2pLpLn.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:51:00.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":60110,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":59984,"locale":"tr","category_id":73,"title":"2025 y\u0131l\u0131n\u0131 \u015fekillendirecek unsurlar","home_title":"2025 y\u0131l\u0131n\u0131 \u015fekillendirecek unsurlar","sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":"DR. CAN G\u00dcRLESEL","content":"<p id=\"isPasted\" style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:16px;font-family:\"Calibri\",sans-serif;'>2025 y\u0131l\u0131nda k\u00fcresel ekonomiyi ve ticareti do\u011frudan veya dolayl\u0131 olarak \u015fekillendirecek unsurlar b\u00fcy\u00fck \u00f6l\u00e7\u00fcde belirlendi. 2025 y\u0131l\u0131n\u0131 5 temel dinamik \u015fekillendirecek. Bunlar s\u0131ras\u0131 ile ABD\u2019nin yeni ekonomi ve ticaret politikalar\u0131, ikincisi ABD ve \u00c7in hegemonya m\u00fccadelesi ile jeopolitik geli\u015fmeler, \u00fc\u00e7\u00fcnc\u00fcs\u00fc para politikalar\u0131, d\u00f6rd\u00fcnc\u00fcs\u00fc de\u011ferli ABD dolar\u0131 ve be\u015fincisi ise teknolojik geli\u015fmeler ve iklim de\u011fi\u015fimi etkileri olacak.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>1 - ABD\u2019N\u0130N YEN\u0130 EKONOM\u0130 VE T\u0130CARET POL\u0130T\u0130KALARI<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2025 y\u0131l\u0131nda k\u00fcresel ekonomi \u00fczerinde en b\u00fcy\u00fck etkiyi yapmas\u0131 beklenen unsur ABD\u2019nin yeni y\u00f6netiminin izlemeyi hedefledi\u011fi d\u0131\u015f ticaret politikas\u0131 olacakt\u0131r. ABD yeni y\u00f6netimi \u00c7in, Meksika ve Kanada ba\u015fta olmak \u00fczere t\u00fcm \u00fclkelerden yapt\u0131\u011f\u0131 ithalata vergileri koymay\u0131 planlamaktad\u0131r. ABD\u2019nin ithalat vergileri koymas\u0131 halinde di\u011fer \u00fclkeler de ABD\u2019ye kar\u015f\u0131 vergiler koyacakt\u0131r ve bu kar\u015f\u0131l\u0131kl\u0131 vergiler giderek yay\u0131lacakt\u0131r. 2018 y\u0131l\u0131nda Trump ilk d\u00f6neminde sadece baz\u0131 metal \u00fcr\u00fcnlerinin ithalat\u0131na vergiler konmu\u015ftu ve 2019 y\u0131l\u0131nda k\u00fcresel ticaret \u00fczerinde s\u0131n\u0131rl\u0131 etki yapm\u0131\u015ft\u0131. \u0130kinci d\u00f6nemde ise t\u00fcm ithal \u00fcr\u00fcnlerine vergi konulmas\u0131 hedefi k\u00fcresel ekonomi ve ticaret \u00fczerinde y\u00fcksek daralt\u0131c\u0131 etkiler yaratacakt\u0131r. ABD\u2019nin amac\u0131 ABD\u2019li ve di\u011fer \u00fclke yat\u0131r\u0131mc\u0131lar\u0131n\u0131 ABD\u2019ye \u00e7ekmektir. \u0130thal \u00fcr\u00fcn yerine ABD mal\u0131 \u00fcr\u00fcnler \u00fcretilecek ve t\u00fcketilecektir. Y\u00fcksek ithalat vergileri ayn\u0131 zamanda enflasyonu da yukar\u0131 y\u00f6nl\u00fc etkileyecektir. Bu nedenle para politikalar\u0131 2025 y\u0131l\u0131 beklentileri de de\u011fi\u015fmi\u015ftir.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2 - ABD-\u00c7\u0130N HEGEMONYA SAVA\u015eI VE JEOPOL\u0130T\u0130K R\u0130SKLER \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>ABD yeni y\u00f6netimi siyasi, askeri ve ekonomik alanda d\u00fcnya liderli\u011fini b\u0131rakmak istememektedir. Bu konuda en \u00f6nemli ve tek rakip \u00fclke \u00c7in\u2019dir. ABD yeni y\u00f6netimi \u00c7in ile hegemonya m\u00fccadelesini muhtemelen h\u0131zland\u0131racakt\u0131r ve olas\u0131 kar\u015f\u0131l\u0131kl\u0131 yapt\u0131r\u0131mlar k\u00fcresel ekonomiyi s\u0131n\u0131rlayacakt\u0131r. ABD yeni y\u00f6netimi \u00c7in ile olan hegemonya m\u00fccadelesine gerekli a\u011f\u0131rl\u0131\u011f\u0131 verebilmek i\u00e7in di\u011fer co\u011frafyalardaki jeopolitik gerginliklerin \u00e7\u00f6z\u00fcm\u00fcnde daha h\u0131zl\u0131 ve pragmatik olmay\u0131 se\u00e7ecektir. Rusya-Ukrayna sava\u015f\u0131nda taraflar\u0131 \u00f6ncelikle ate\u015fkese raz\u0131 etmeye \u00e7al\u0131\u015facakt\u0131r. Ard\u0131ndan bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri ba\u015flayacakt\u0131r. \u0130ran ve vekaletindeki unsurlar ikinci ana hedef olacakt\u0131r. N\u00fckleer enerji anla\u015fmas\u0131na geri d\u00f6n\u00fc\u015f olabilecektir. Aksi takdirde \u0130ran\u2019\u0131n n\u00fckleer enerji ve teknoloji altyap\u0131s\u0131 hedef olabilecektir. Suriye konusu ise \u015fimdilik belirsizdir.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>3 - PARA POL\u0130T\u0130KALARINDA DAHA TEMK\u0130NL\u0130 BEKLENT\u0130LER \u00a0\u00d6NE \u00c7IKIYOR<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2024 y\u0131l\u0131nda ABD se\u00e7imleri sona erene kadar para politikalar\u0131nda enflasyonlardaki d\u00fc\u015f\u00fc\u015f beklentilerine ba\u011fl\u0131 olarak daha gev\u015fek politikalara h\u0131zl\u0131 bir ge\u00e7i\u015f beklentisi bulunmaktayd\u0131. Ancak ABD se\u00e7imlerini kazanan Trump\u2019\u0131n ekonomi ve ticaret politikalar\u0131 vaatleri enflasyon beklentilerini de\u011fi\u015ftirmi\u015ftir. Ba\u015fta ABD olmak \u00fczere ticarette korumac\u0131l\u0131k enflasyonlardaki d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rlayacakt\u0131r. Bu nedenle \u00f6ncelikle ABD merkez bankas\u0131 FED 2025 y\u0131l\u0131na ili\u015fkin daha temkinli bir para politikas\u0131 duru\u015fu a\u00e7\u0131klam\u0131\u015ft\u0131r. FED 2025 y\u0131l\u0131nda 4-5 olan faiz indirim say\u0131s\u0131n\u0131 1-2 aras\u0131na \u00e7ekmi\u015ftir. FED enflasyondaki geli\u015fmelere ba\u011fl\u0131 olarak harekete edecektir. Avrupa Merkez Bankas\u0131 ise 2025 y\u0131l\u0131 i\u00e7in tam tersine bir para politikas\u0131 benimsemi\u015f bulunmaktad\u0131r. Ekonomideki dura\u011fanl\u0131k ile ABD ithalat vergileri endi\u015feleri kar\u015f\u0131s\u0131nda gerileyen enflasyona ba\u011fl\u0131 olarak ABM daha h\u0131zl\u0131 gev\u015feme ve faiz indirimine gidecektir. ABM 2025 mart ay\u0131nda politika faizini y\u00fczde 2,5\u2019e indirebilecektir. Y\u0131l\u0131n geri kalan\u0131nda da yeni faiz indirimleri olabilecektir. \u0130ngiltere\u2019de ise h\u00fck\u00fcmetin ekonomik b\u00fcy\u00fcmeyi desteklemek i\u00e7in a\u00e7\u0131klad\u0131\u011f\u0131 2025 y\u0131l\u0131 b\u00fct\u00e7esinin olas\u0131 enflasyonist etkileri kar\u015f\u0131s\u0131nda \u0130ngiltere merkez bankas\u0131 da 2025 y\u0131l\u0131 faiz indirimi beklentilerini 4\u2019ten 2\u2019ye indirmi\u015ftir.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>4 - G\u00dc\u00c7L\u00dc DOLAR BEL\u0130RLEY\u0130C\u0130 OLACAK<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>ABD yeni y\u00f6netiminin politikalar\u0131 2025 y\u0131l\u0131nda g\u00fc\u00e7l\u00fc bir dolara yol a\u00e7acakt\u0131r. \u00d6ncelikle faiz farklar\u0131 nedeniyle dolar g\u00fc\u00e7lenmeye devam edecektir. 1973 y\u0131l\u0131 sonras\u0131nda alt\u0131n ile olan ba\u011f\u0131n\u0131 koparan dolar\u0131n de\u011feri i\u00e7in kullan\u0131lan ve 6 di\u011fer \u00f6nemli para birimi sepeti ile \u00f6l\u00e7\u00fclen dolar endeksi 1973 y\u0131l\u0131ndan bu yana en de\u011ferli \u00fc\u00e7\u00fcnc\u00fc d\u00f6nemini ya\u015famaktad\u0131r. 1985 ve 2006 y\u0131llar\u0131 sonras\u0131nda dolar endeksi ilk kez 110 puana \u00e7ok yakla\u015fm\u0131\u015ft\u0131r. G\u00fc\u00e7l\u00fc dolar \u00f6ncelikle di\u011fer para birimlerinin zay\u0131flamas\u0131 anlam\u0131na gelmektedir. G\u00fc\u00e7l\u00fc dolar ile emtia ve metal fiyatlar\u0131 da zay\u0131f kalacakt\u0131r. Dolar cinsinden finansman ve bor\u00e7lanma maliyetleri de y\u00fcksek kalacakt\u0131r.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:36.0pt;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;margin:0cm;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>5 - TEKNOLOJ\u0130K GEL\u0130\u015eMELER VE \u0130KL\u0130M DE\u011e\u0130\u015e\u0130M\u0130 ETK\u0130LER\u0130\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>Teknolojik geli\u015fmelerin h\u0131z\u0131 giderek takip edilebilirlikten \u00e7\u0131kmaktad\u0131r. Yapay zeka ba\u015fta olmak \u00fczere 2025 y\u0131l\u0131nda teknolojideki geli\u015fmelerin h\u0131zlanmas\u0131 ve uygulama alanlar\u0131n\u0131n artmas\u0131 beklenmektedir. Teknoloji alan\u0131nda 2025 y\u0131l\u0131 beklenmeyenin beklendi\u011fi bir y\u0131l gibi g\u00f6r\u00fcnmektedir. Buna kar\u015f\u0131n art\u0131\u015fa devam eden karbon sal\u0131n\u0131m\u0131 nedeniyle iklim de\u011fi\u015fiminin olumsuz etkileri de artacakt\u0131r. \u0130klim de\u011fi\u015fimi ile m\u00fccadelede ge\u00e7 kal\u0131n\u0131yor olmas\u0131 nedeniyle olumsuz etkilerin yarataca\u011f\u0131 insani ve ekonomik kay\u0131plar da artacakt\u0131r. \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>SON S\u00d6Z<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Calibri\",sans-serif;'>2025 y\u0131l\u0131 b\u00fcy\u00fck de\u011fi\u015fikliklere sahne olacak gibi g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>","slug":"2025-yilini-sekillendirecek-unsurlar-","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":null,"meta_title":"2025 y\u0131l\u0131n\u0131 \u015fekillendirecek unsurlar","meta_description":"DR. 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