ABD cari hesap açığı 2026’nin ikinci çeyreğinde genişledi: 246,0 milyar dolar ve küresel etkileri

Kısaca

Cari açık ikinci çeyrekte 246,0 milyar dolar; artış yüzde 15,7. İhracat 1,44 trilyon dolar; ithalat 1,69 trilyon dolar oldu. Net uluslararası yatırım pozisyonu –22,42 trilyon dolar olarak belirlendi; varlıklar 46,97 trilyon, yükümlülükler 69,39 trilyon.

Ana mesele

ABD’nin cari hesap açığı 2026’nın ikinci çeyreğinde 246,0 milyar dolar ile genişledi.

Ne değişti?

İkinci çeyrek açığı 33,4 milyar dolar artışla genişledi; ilk çeyrek revizesi 212,6 milyar dolar.

Beni nasıl etkiler?

Uluslararası ticaret ve yatırım pozisyonunda baskı oluşabilir.

Ne oldu?

ABD’nin cari hesabı, ikinci çeyrekte 33,4 milyar dolar genişledi ve açığı 246,0 milyar dolar olarak kaydedildi.

Neden şimdi?

Çeyrek verileri dış finansman hareketleri ve ticaret kalemlerindeki değişimlerle şekillendi.

Neden önemli?

Cari açığın büyümesi, borçlanma maliyetleri ve küresel likidite dinamikleri üzerinde etkili olabilir.

Kimler etkileniyor?

• ABD hali hazırda yatırımcılar
• uluslararası tedarik zincirine bağlı şirketler
• yerel finansal piyasalara bağlı yatırımcılar

Sektör ve piyasa etkisi

Ticaret ve finansal piyasalarda volatilite artabilir

Riskler

• Cari açığın sürdürülebilirliği konusunda baskı
• Dış finansman maliyetlerinde artış
• Küresel talep ve üretim dinamiklerinde belirsizlik

Takip edilmesi gerekenler

• ABD’nin dış borçlanma davranışları
• Çeyrek içi diğer bileşenlerdeki sapmalar
• Küresel ticaret akışlarındaki değişim

Haberin tamamı

The U.S. current-account deficit resulting from international economic transactions widened by $33.4 billion, or 15.7 percent, to $246.0 billion in the second quarter of 2026, according to statistics released today by the U.S. Bureau of Economic Analysis. The revised first-quarter deficit was $212.6 billion.

The second-quarter deficit was 3.0 percent of current-dollar gross domestic product, up from 2.7 percent in the first quarter.

The $33.4 billion widening of the current-account deficit in the second quarter reflected an expanded deficit on goods that was partly offset by reduced deficits on primary (earned) income and on secondary income (current transfers).

Exports of goods and services to, and income received from, foreign residents increased $58.8 billion to $1.44 trillion in the second quarter, reflecting increases in goods exports and in primary (earned) income receipts.

Imports of goods and services from, and income paid to, foreign residents increased $92.2 billion to $1.69 trillion, reflecting increases in goods imports and in primary (earned) income payments.

Capital-transfer receipts decreased $1.1 billion to $2.3 billion in the second quarter. Capital-transfer payments decreased $0.9 billion to $1.0 billion.

Net financial-account transactions were –$369.7 billion in the second quarter, reflecting net U.S. borrowing from foreign residents. 1 Second-quarter transactions increased U.S. residents’ foreign financial assets by $663.3 billion and increased U.S. liabilities to foreign residents by $978.9 billion.

The U.S. net international investment position , the difference between U.S. residents’ foreign financial assets and liabilities, was –$22.42 trillion at the end of the second quarter of 2026. Assets totaled $46.97 trillion, and liabilities totaled $69.39 trillion. At the end of the first quarter of 2026, the net investment position was –$21.27 trillion (revised).

U.S. assets increased $3.72 trillion in the second quarter, reflecting increases in all major investment categories except reserve assets. The overall increase was driven by price changes of $3.03 trillion and financial transactions of $663.3 billion.

U.S. liabilities increased $4.87 trillion in the second quarter, reflecting increases in all major investment categories, particularly portfolio investment. The overall increase was driven by price changes of $3.95 trillion and financial transactions of $978.9 billion.

For the second-quarter ITA and IIP statistics highlighted in this release, as well as historical time series for these estimates, see the below data tables in BEA’s Interactive Data Application .

International transactions Table 1.1. U.S. International Transactions Table 1.2. U.S. International Transactions, Expanded Detail Table 2.1. U.S. International Trade in Goods Table 3.1. U.S. International Trade in Services Table 4.1. U.S. International Transactions in Primary Income Table 5.1. U.S. International Transactions in Secondary Income Table 6.1. U.S. International Financial Transactions for Direct Investment Table 7.1. U.S. International Financial Transactions for Portfolio Investment Table 8.1. U.S. International Financial Transactions for Other Investment International investment position Table 1.1. U.S. Net International Investment Position at the End of the Period Table 1.2. U.S. Net International Investment Position at the End of the Period, Expanded Detail Table 1.3. Change in the U.S. Net International Investment Position

Note . With the release of third-quarter 2026 ITA and IIP statistics on December 18, 2026, the second-quarter data will be superseded, and the links above will reflect the latest data. The original data featured in this release can then be accessed in BEA’s Data Archive .

Next release: December 18, 2026, at 8:30 a.m. EST U.S. International Transactions and Investment Position, 3rd Quarter 2026

Kaynaklar

• US Bureau of Economic Analysis