...:::vobelýt:::...

[deniz43]

Selim Atalay:


https://x.com/SelimAtalayNY/status/2034982681557995613

" IEA Baþkaný Fatih Birol;(International Energy Agency baþkaný)
Dünya, tarihinin en sert enerji krizi ile yüz yüze

Bazý noktalardan gaz ve petrolün yeniden akmasý, 6 ay alabilir. Diðer yerlerde daha uzun süreler alýr.

Siyasiler ve piyasalar sorunun büyüklüðünü tahmin edemiyor.
-FT

https://www.ft.com/content/09524a74-...7-51eda3068320

Iran war is the greatest threat to global energy "in history", warns IEA

Aþýrý mý karamsar
@fbirol
? Hayýr, gayet gerçekçi.
Abartmasý için bir neden yok. Büyük resmi görüyor. "


https://x.com/SelimAtalayNY/status/2034953877427044572

Suudi Arabistan yetkilileri; mevcut durum Nisan sonuna uzarsa petrol $180 olur.
- WSJ


https://www.wsj.com/finance/commodit...april-2fe729d7

Saudi Arabia Sees a Spike to $180 Oil if Energy Shock Persists Past April

Prices at such a level could trigger a recession or consumer changes that crush demand

"Saudi Arabia's oil officials are working frantically to project how high oil prices might go if the Iran war and its disruption of energy supplies doesn't end soon-and they don't like what they are seeing.

The base case, several oil officials in the Gulfs biggest producer said, is that prices could soar past $180 a barrel if the disruptions persist until late April."

[deniz43]

https://www.axios.com/2026/03/20/ira...-strait-hormuz

Trump mulls risky Kharg Island takeover to force Iran to open strait


Thus, such an operation would only be launched after the U.S. military further degrades Iran's military capacity around the Strait of Hormuz. "We need about a month to weaken the Iranians more with strikes, take the island and then get them by the balls and use it for negotiations," a source with knowledge of the White House thinking said.
Such an operation, if approved, would also require more troops. Three different Marine units are on their way to the region. The White House and the Pentagon are considering sending even more troops soon, a U.S. official said.

Bayramda bir ateþkes olmamasý savaþýn uzun süreceði yönünde kaygýlarý artýrdý.ABD'nin, Harg adasýný ele geçirmek için yaklaþýk 1 ay hazýrlýk planý , yaz aylarýndan önce savaþýn sona ereceði umutlarýný zayýflatýyor.Ekonomi yönetiminin de bu senaryoya göre tedbirlerini planlamasý gerekiyor.

[deniz43]

https://www.politico.com/news/2026/0...401ks-00837051

Perfect storm: Wall Street turmoil muddies Trump's pitch to boost 401(k)s
The private credit market's recent woes will be a stark test of just how far Trump's administration is willing to take its deregulatory hammer to Wall Street.



A string of blow-ups has sparked new concern over the quality of loans underpinning the industry. Investors are pulling their money from credit funds so fast that they're running into withdrawal limits. And fears of an artificial intelligence upheaval could ripple through the market, since private credit funds have been critical sources of capital for software companies, which are now endangered by AI.

That has officials across the upper echelons of finance and politics, including former Goldman Sachs CEO Lloyd Blankfein and Sen. Elizabeth Warren of Massachusetts, sounding the alarm about the potential danger awaiting wannabe retirees.

Some even see parallels to the lead-up to the 2008 financial crisis.

"It's the perfect storm," said Danny Moses, an investor who was among those to presciently bet against subprime mortgage debt in the run-up to 2008 and was depicted in Michael Lewis' best-seller "The Big Short." "They'll have no choice but to bail out this entire industry if it goes off a cliff. It will impact retail investors, the banks, certainly private equity and private credit."

[deniz43]

Küresel benchmark ABD 10 Yýllýk hazine tahvili faizi fýrlarken;

U.S. 10 Year Treasury
US10Y:s

RT Quote | Exchange
Yield | 11:29 AM EDT
4.39%
price up+0.107

Birleþik Krallýk hazine tahvili faizi kendisini %5'in üzerine attý

https://www.cnbc.com/2026/03/20/uk-g...on-reeves.html

UK 10-year bond yields soar past 5% as borrowing costs hit their highest level since 2008

Borsalar ise sert düþüþte:

SYMBOL PRICE CHANGE %CHANGE
*HSI
25.277,32 -223,26 -0,88
NIKKEI
53.372,53 -1.866,87 -3,38
*ASX 200
8.428,4 -69,4 -0,82
*SHANGHAI
3.957,053 -49,5 -1,24

*DAX
22.415,19 -424,37 -1,86
*FTSE
9.921,24 -142,26 -1,41
*AEX
964,97 -12,66 -1,29
*BEL 20
4.913,76 -91,01 -1,82
*CAC
7.682,65 -125,22 -1,6
*PSI20
8.777,38 -169,45 -1,89
OMXS30
2.870,955 -38,011 -1,31
*FTSE MIB
42.848,07 -853,31 -1,95

NASDAQ
21.828,392 -262,299 -1,19
S&P 500
6.553,61 -52,88 -0,8
DJIA
45.774,38 -247,05 -0,54

Petrol fiyatý ise yüksek kalmaya devam ediyor:

SYMBOL PRICE CHANGE %CHANGE
*BRENT
109,39 +0,74 +0,68
*OIL
97,73 +1,59 +1,65

[Kurt73]

Sn. Hocam,
Þahsýnýzda tüm topik paydaþlarýna hayýrlý bayramlar dilerim.

[deniz43]

Sn. Hocam,
Þahsýnýzda tüm topik paydaþlarýna hayýrlý bayramlar dilerim.

Ben de,sizin bayramýnýzý kutluyor;saðlýklý,mutlu,huzurlu nice bayramlar diliyorum.

[deniz43]

https://www.reuters.com/business/ene...ns-2026-03-19/

US sending Marines and amphibious assault ship to Middle East, officials say

https://gazeteoksijen.com/dunya/reut...deriyor-269497

Reuters: ABD Orta Doðu'ya binlerce deniz piyadesi ve bir amfibi saldýrý gemisi gönderiyor
ABD, Hürmüz Boðazý krizinin derinleþtiði bir dönemde binlerce ek deniz piyadesi ve denizciyi Orta Doðu'ya sevk ediyor. Petrol fiyatlarý savaþýn baþýndan bu yana yüzde 50 yükselirken, Ýran'ýn yeni dini lideri "direniþ" ve "birlik" mesajý verdi


Brent petrolünün fiyatý yeniden 110 usd/varil'in üzerine kendisini attý.

SYMBOL PRICE CHANGE %CHANGE
*BRENT
110,81 +2,16 +1.96

[Westwind]

https://www.axios.com/2026/03/20/ira...-strait-hormuz

Trump mulls risky Kharg Island takeover to force Iran to open strait


Thus, such an operation would only be launched after the U.S. military further degrades Iran's military capacity around the Strait of Hormuz. "We need about a month to weaken the Iranians more with strikes, take the island and then get them by the balls and use it for negotiations," a source with knowledge of the White House thinking said.
Such an operation, if approved, would also require more troops. Three different Marine units are on their way to the region. The White House and the Pentagon are considering sending even more troops soon, a U.S. official said.

Bayramda bir ateþkes olmamasý savaþýn uzun süreceði yönünde kaygýlarý artýrdý.ABD'nin, Harg adasýný ele geçirmek için yaklaþýk 1 ay hazýrlýk planý , yaz aylarýndan önce savaþýn sona ereceði umutlarýný zayýflatýyor.Ekonomi yönetiminin de bu senaryoya göre tedbirlerini planlamasý gerekiyor.

Savaþýn hala net bir hedefi yok. Önce liderler giderse çözülür dediler çözülmedi. Sonra her yeri bombalarýz çözülür dediler yine çözülmedi. Þimdi boðazý açarýz dediler onuda açamadýlar. Bu adayý almalarýnýn etkisi olmasý bekliyorlar.
Bence sorun Amerikanýn mental olarak savaþa hazýr olmamasý. Yani ortada ilerleyen bir ordu yok. Arkasýnda destek olan halk yok. Müttefikler bile bu savaþýn nerede biteceðini bilmiyor. Eldeki tek þey karþý tarafýn pes etmesi Ancak gerek gazze gerekse bu savaþta komuta kademesi hedef alýndýðý için iranlýlarýn pes etmesi için bir neden yok.
Ramazan ayýnda bu savaþýn yaþanmasý yeterince üzücüyken, bayramýnda savaþla karþýlanmasý üzücü.
Baþta sn deniz olmak üzere tüm forumdaþlarýn bayramýný kutlarým.