ABD Ağustos Dış Ticaret Açığı 105,6 Milyar Dolar Olarak Belirlendi; İhracat ve İthalat Rakamları Belli Oranda Değişti

Kısaca

Ağustos’ta dış ticaret açığı 105,6 milyar dolar oldu; ihracat 315,2 milyar dolar, ithalat 420,8 milyar dolar. Ağustos’ta açık geçen aya göre 12,7 milyar dolar arttı; mal açığı 136,6 milyar dolar, hizmetler fazlası 31,0 milyar dolar olarak kaydedildi. Piyasa ve ekonomi açısından dikkatle izlenecek; ileriki günlerde GDP hesapları ve politika yaklaşımları etkilenebilir.

Ana mesele

ABD’de mal ve hizmet dış ticaret açığı Ağustos’ta 105,6 milyar dolar olarak gerçekleşti.

Ne değişti?

Ağustos’ta açığın yükseldiği ve ihracat ile ithalat rakamlarının aylık değişimleri net olarak yayımlandı.

Beni nasıl etkiler?

Okuyucuya ABD dış ticaret görünümünde bozulma ve büyüme üzerindeki baskılar konusunda fikir verir.

Ne oldu?

Ağustos’ta mal ve hizmet dış ticaret açığı 105,6 milyar dolar olarak açıklandı.

Neden şimdi?

Yılın üçüncü çeyreğine ilişkin güncel ticaret verileriyle ölçüm yapıldı; mevsimsellik etkisi göz önünde bulunduruluyor.

Neden önemli?

Ciddi bir dış ticaret açığı büyüme dinamiklerini sınırlayabilir ve politika tartışmalarını etkileyebilir.

Kimler etkileniyor?

• İhracat odaklı sanayi ve tedarik zinciri üzerinde etkili olabilir
• Ticaret politikaları ve tedarik maliyetlerinden etkilenecek şirketler
• Finansal piyasalar kısa vadeli dalgalanmalara tepki gösterebilir

Sektör ve piyasa etkisi

Ticaret dengesi, ithalat maliyetleri ve tüketici fiyatları üzerinde baskı oluşturabilir

Riskler

• İthalat talebinde sürpriz değişim
• Jeopolitik gelişmelerden kaynaklanabilecek tedarik zinciri riskleri
• Yıl sonuna kadar büyümede dalgalanma olasılığı

Takip edilmesi gerekenler

• GDP hesaplarının güncellenmesi
• Fed politikaları ve para politikası yönelimleri
• Enerji ve emtia fiyatlarındaki hareketler
• İhracat talebindeki değişiklikler

Haberin tamamı

The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $105.6 billion in August, up $12.7 billion from $92.8 billion in July, revised.

(°) Statistical significance is not applicable or not measurable. Data adjusted for seasonality but not price changes

Source: U.S. Census Bureau, U.S. Bureau of Economic Analysis; U.S. International Trade in Goods and Services, October 6, 2026

August exports were $315.2 billion, $4.5 billion more than July exports. August imports were $420.8 billion, $17.2 billion more than July imports.

The August increase in the goods and services deficit reflected an increase in the goods deficit of $12.8 billion to $136.6 billion and an increase in the services surplus of less than $0.1 billion to $31.0 billion.

Year-to-date, the goods and services deficit decreased $138.2 billion, or 19.9 percent, from the same period in 2025. Exports increased $267.7 billion or 11.8 percent. Imports increased $129.5 billion or 4.4 percent.

The average goods and services deficit increased $9.9 billion to $89.9 billion for the three months ending in August.

Year-over-year, the average goods and services deficit increased $25.4 billion from the three months ending in August 2025.

Exports of goods increased $4.4 billion to $205.7 billion in August.

When incorporating the statistics in this release into BEA’s National Economic Accounts, including Gross Domestic Product, or GDP, BEA replaces exports and imports of nonmonetary gold with an adjustment calculated as the difference between domestic production and industrial use of gold. For additional information, see “ How are exports and imports of gold recorded in BEA’s International Economic Accounts? ” and “ How are exports and imports of nonmonetary gold treated in BEA’s National Economic Accounts? ”.

Exports of services increased less than $0.1 billion to $109.5 billion in August.

Imports of goods increased $17.2 billion to $342.2 billion in August.

Imports of services increased less than $0.1 billion to $78.5 billion in August.

The real goods deficit increased $8.7 billion, or 8.2 percent, to $114.7 billion in August, compared to an 11.1 percent increase in the nominal deficit.

Goods by Selected Countries and Areas: Monthly – Census Basis (exhibit 19)

The August figures show surpluses, in billions of dollars, with Netherlands ($7.7), South and Central America ($5.6), United Kingdom ($3.6), Hong Kong ($2.3), Brazil ($1.3), Belgium ($1.2), Australia ($0.6), and Saudi Arabia ($0.4). Deficits were recorded, in billions of dollars, with Mexico ($27.7), Vietnam ($24.0), Taiwan ($18.3), China ($16.4), European Union ($11.0), South Korea ($9.4), Canada ($7.1), India ($6.2), Germany ($6.2), Malaysia ($6.0), Italy ($4.3), Japan ($3.7), Ireland ($2.5), France ($1.4), Israel ($0.8), Switzerland ($0.4), and Singapore ($0.3).

All statistics referenced are seasonally adjusted; statistics are on a balance of payments basis unless otherwise specified. Additional statistics, including not seasonally adjusted statistics and details for goods on a Census basis, are available in exhibits 1-20b of this release. For information on data sources, definitions, and revision procedures, see the explanatory notes in this release. The full release can be found at www.census.gov/foreign-trade/Press-Release/current_press_release/index.html or www.bea.gov/data/intl-trade-investment/international-trade-goods-and-services . The full schedule is available in the Census Bureau’s Economic Briefing Room at www.census.gov/economic-indicators/ or on BEA’s website at www.bea.gov/news/schedule .

Next release: November 4, 2026 U.S. International Trade in Goods and Services, September 2026

Haberin tamamı için kaynak bağlantısını ziyaret edin.

Kaynaklar

• US Bureau of Economic Analysis