...:::vobelýt:::...

[deniz43]

https://www.ekonomim.com/dunya/axios...-haberi-890864

Axios: ABD-Ýran savaþý çýkmaza girdi, sonu görünmüyor

ABD merkezli Axios sitesi, ABD ve Ýsrail'in Ýran'a saldýrýlarýyla baþlayan savaþýn sona erme ihtimalinin yakýn zamanda görünmediðini belirtti.

Axios haber platformunun haberinde, ABD/Ýsrail-Ýran Savaþý'nýn adeta "Soðuk Savaþ dönemini andýran" bir aþamaya girdiði belirtildi.

Taraflar arasýndaki durumun "çýkmaz" olarak nitelendirildiði haberde, savaþýn sona erme ihtimalinin ufukta görülmediði ifade edildi.
Haberde, konuyla ilgili bilgi sahibi olan, ismi açýklanmayan yetkililerin deðerlendirmelerine de yer verildi.

Buna göre, yetkililer, ABD'nin savaþ ve anlaþmanýn olmadýðý "donuk çatýþma" durumuna sürükleneceðine dair endiþeli olduklarýný belirtti.


Haberin orjinal linki:

https://www.axios.com/2026/04/28/ira...alks-stalemate

The Iran conflict is the new Cold War


Why it matters: The tense stalemate has no immediate end in sight. So higher energy prices appear certain for months - and a hot war could break out at any moment.


The big picture: Several U.S. officials told Axios they're concerned about America getting drawn into a frozen conflict of no war and no deal.

In this scenario, the U.S. would have to keep its forces in the region for many more months. The Strait of Hormuz would stay closed, the U.S. blockade would remain, and both sides would continue waiting for the other to blink or fire first.


Inside the room: Some of Trump's senior advisers want him to maintain the U.S. blockade of the Strait of Hormuz for now - and impose more economic sanctions to pressure the Iranian regime - before going back to bombing.

"The level of sanctions on Iran are extraordinary, the pressure on Iran is extraordinary, and I think more can be brought to bear," Secretary of State Marco Rubio, who's also Trump's national security adviser, said in an interview with Fox News that aired Monday.
"I hope the rest of the world will joýn us in the crippling sanctions and other things that we are doing to pressure that regime into making concessions it does not want to make," Rubio said.

The other side: Trump also is consulting with hawks outside the administration, including Washington Post columnist Marc Thiessen, retired Army Gen. Jack Keane and Sen. Lindsey Graham (R-S.C.). All are advising Trump to take some kind of military action to try to break the current deadlock.

State of play: Trump discussed the Iranian proposal with his national security team Monday. Iran offered to negotiate a side deal to open the Strait of Hormuz in return for the U.S. dropping its blockade of ships coming and going from Iran.

A U.S. official and two other sources briefed on the meeting said no decisions were made. One source said Trump didn't seem to be inclined to accept Iran's proposal because it would postpone talks over that nation's nuclear program - the elimination of which has been Trump's chief reason for attacking Iran.
"The president's red lines with respect to Iran have been made very, very clear, not just to the American public, but also to them as well," White House Press Secretary Karoline Leavitt said Monday.

Trump administration officials and allies believe the sanctions could make it impossible for Iran to store more oil, requiring the country to shut down its wells - causing major economic damage. But analysts critical of the war say it won't work to wring concessions from Iran

[deniz43]

https://www.cnbc.com/2026/04/28/jami...ebt-risks.html

Jamie Dimon warns of "some kind of bond crisis" ahead as global debt risks build

Jamie Dimon warned a bond crisis is likely, saying rising global government debt, including in the U.S., could lead to "some kind of bond crisis" if policymakers don't act proactively.
Risks are building across multiple fronts. Dimon pointed to geopolitics, oil prices and widening deficits as a potentially dangerous mix that could trigger market stress.

JPMorgan Chase
CEO Jamie Dimon on Tuesday warned that rising government debt levels could trigger a crisis in the bond market, urging policymakers to act before markets force their hand.

Dimon's statement was in response to a question about whether he was worried about rising levels of government debt "around the world and in your country."

"The way it's going now, there will be some kind of bond crisis, and then we'll have to deal with it," Dimon said at an investment conference held by Norway's sovereign wealth fund, the largest in the world.

Dimon, who runs the world's largest bank by market cap, said history has shown that today's growing mix of risks could combine in unpredictable ways.

[deniz43]

https://www.ekonomim.com/sektorler/e...-haberi-890925

Ateþkes uzaklaþýyor petrol yükseliyor

Ýran savaþýnda ateþkes umutlarýnýn zayýflamasý petrol piyasasýnda yeni bir sýçramayý tetikledi. Brent yeniden 111 dolarýn üzerine çýkarken, Wall Street'te fiyat tahminleri peþ peþe yukarý revize ediliyor. Bankalar artýk sadece yüksek fiyatý deðil, 150-200 dolarlýk þok senaryolarýný da konuþuyor.

Piyasalar birkaç hafta önce savaþýn etkisinin geçici olacaðýna inanýyordu. Ancak gelinen noktada tablo deðiþti. Ýran ile ABD arasýnda Hürmüz Boðazý'ný yeniden tam kapasite açacak kalýcý bir anlaþmaya dair ilerleme saðlanamamasý, petrol fiyatlarýný yeniden yukarý itti. Yýlbaþýndan bu yana çarpýcý bir yükseliþ yaþandý. Brent yüzde 83, WTI ise yüzde 73 arttý. Böylece enerji piyasalarýnda "kriz geçti" havasý yerini yeniden tedirginliðe býraktý.

Petrol piyasasý uzmanlarý, yaklaþýk 13 milyon varil/günlük arz açýðýný kapatacak hýzlý ve güçlü bir alternatif bulunmadýðýný belirtiyor. Stratejik rezervler geçici tampon saðlasa da kriz uzadýkça fiyatlarýn daha yüksek seviyelerde dengelenmesi bekleniyor.


FGE’nin Onursal Baþkaný Fereidun Fesharaki, geçtiðimiz günlerde yaptýðý açýklamada, boðazdaki aksaklýklarýn 6 ila 8 hafta daha sürmesi halinde petrol fiyatýnýn 150-200 dolar bandýna týrmanabileceðini söyledi. Uzmanlar, her hafta milyonlarca varillik petrolün piyasaya ulaþamadýðýný ve kaybýn zaman içinde "astronomik" boyutlara çýkabileceðini söylüyor.

Fiziki piyasada yangýn daha büyük
Vadeli iþlemler piyasasý kadar fiziki piyasada da tansiyon yüksek. Petrol ithalatçýsý ülkeler küçülen arz havuzunda varil ararken, spot ham petrol fiyatlarýnýn bazý iþlemlerde 150 dolara yaklaþtýðý belirtiliyor. Rafine ürünlerde tablo daha da sert. Singapore piyasasýnda orta distilat fiyatlarý varil baþýna 290 dolarýn üzerine çýkarak rekor kýrdý.

Yüksek petrol fiyatý enflasyonu yeniden hýzlandýrabilir, bu da merkez bankalarýnýn faiz indirimlerini geciktirmesine yol açabilir. Þirketlerin üretim ve taþýmacýlýk maliyetleri artarken kâr marjlarý daralabilir. Özellikle enerji ithalatýna baðýmlý Avrupa ve Asya ekonomilerinde büyüme baský altýna girebilir. Bu nedenle hisse senedi piyasalarý güçlü görünse bile yatýrýmcýlar enerji cephesindeki riskleri yakýndan izliyor.

Uzmanlara göre, Ýran kanadýnda somut ilerleme gelmedikçe fiyatlarýn geri çekilmesi zor görülüyor. Wall Street'in korkusu da tam burada baþlýyor: Petrolün ateþi düþmezse sýradaki yangýn finans piyasalarýnda çýkabilir.

[deniz43]

https://www.reuters.com/world/asia-p...le-2026-04-28/

Iran's Guards seize wartime power, blunting Supreme Leader's role


"Neither side wants to negotiate," said Alan Eyre, an Iran expert and former U.S. diplomat, adding that both believed time would weaken the other - Iran through leverage over Hormuz and Washington through economic pressure and a blockade.
For now, neither side can afford to bend, Eyre said: Iran's IRGC is wary of appearing weak to Washington, while President Donald Trump faces midterm election pressure and little room for flexibility without political cost.

The choice facing Iran's leadership is no longer between moderate and hardline policy, but between hardline and even harder line. A small faction may argue for pushing further still, two Iranian sources close to power circles said, but even that impulse has so far been kept in check by the Guards.
The shift marks a decisive reordering of power from clerical primacy to security dominance. "We've gone from divine power to hard power," said Aaron David Miller, a former U.S. negotiator. "From the influence of the clerics to the influence of the Revolutionary Guard Corps. This is how Iran is being governed."

[effendy75]

https://www.reuters.com/world/asia-p...le-2026-04-28/

Iran's Guards seize wartime power, blunting Supreme Leader's role


"Neither side wants to negotiate," said Alan Eyre, an Iran expert and former U.S. diplomat, adding that both believed time would weaken the other - Iran through leverage over Hormuz and Washington through economic pressure and a blockade.
For now, neither side can afford to bend, Eyre said: Iran's IRGC is wary of appearing weak to Washington, while President Donald Trump faces midterm election pressure and little room for flexibility without political cost.

The choice facing Iran's leadership is no longer between moderate and hardline policy, but between hardline and even harder line. A small faction may argue for pushing further still, two Iranian sources close to power circles said, but even that impulse has so far been kept in check by the Guards.
The shift marks a decisive reordering of power from clerical primacy to security dominance. "We've gone from divine power to hard power," said Aaron David Miller, a former U.S. negotiator. "From the influence of the clerics to the influence of the Revolutionary Guard Corps. This is how Iran is being governed."

Ýran dýþiþleri bakanýnýn Rusya görüþmesi verimli geçmiþ gibi duruyor.

[D83]

Ýran dýþiþleri bakanýnýn Rusya görüþmesi verimli geçmiþ gibi duruyor.

1.5 dolara aldýðýmýz benzin 4.5 usd a çýktý
Tamam trump gitsin
Gitsin de yerine kim gelecek
Bidon mu
O da konuþurken altýný pisliyordu
Nolcak bu abd nin haki yegenim

[deniz43]

https://www.reuters.com/world/asia-p...de-2026-04-29/

Trump urges Iran to sign a deal after report suggests US may extend blockade

WSJ-Trump told officials to prepare for lengthy blockade
Trump met energy companies at the White House on Tuesday
Efforts to resolve the conflict are at a standstill
Oil prices rise on concerns about prolonged Hormuz disruption


ICE Brent Crude (Jun-26)
USD
Last | 2:41 PM BST
]117.04
price up+5.78 (+5.19%)

ABD ablukasýnýn uzun süre devam edeceði,ve hürmüz boðazýnýn da kapalý kalmaya devam edeceði haberleri giderek daha net ve belirgin hale gelince, umut pompalamaya ve fiyatlardaki yükseliþi tutmaya çalýþan trader larýn geri çekilmeye baþlamasýyla petrol fiyatýnda yükseliþte, yeni bir zýplama kademesine doðru geçiþ hareketleri oluþmaya baþladý.

Mevcut siyasi konjonktür þartlarýnda yeni bir geliþme olmaz ise,bu akþam yapýlacak olan Fed toplantýsý da piyasalar tarafýndan beklenir,sonrasýnda yarýndan itibaren þu ana kadar hiç fiyatlanmayan,küresel ölçekte hisse senetleri borsalarýnda da yüksek petrol ve doðalgaz fiyatlarýnýn ülke ekonomileri ve þirketlerine yansýmalarýnýn fiyatlanacaðý bir döneme geçilmesi beklenir.

[tovbekar]

Ýran gücünü abarttý ve çok yüksekten kapý açtý. ABD yeter lan dese de aslýnda istediði sanki bu idi. hem borç problemi hem de çine ayar verme iþleri mükemmel bir þekilde devam edecek. Ýranda iþsizlik had safhadayken ABD savaþ ekonomisi ile sanýrým iþsizliðe de cari açýða da son verebilir. bu yüzden Trump kaybetse de ABD uzun vadede kazanacaðý için süreç uzayacaktýr. Ýran istese de masaya oturtmak zor ABD yi.