{"id":29758,"date":"2026-03-06T11:58:46","date_gmt":"2026-03-06T11:58:46","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-tarim-disi-istihdam-verileri-izlenirken-orta-doguda-tirmanan-gerilimle-volatilitenin-yuksek-seyretmesi-bekleniyor\/"},"modified":"2026-03-06T11:58:46","modified_gmt":"2026-03-06T11:58:46","slug":"abd-tarim-disi-istihdam-verileri-izlenirken-orta-doguda-tirmanan-gerilimle-volatilitenin-yuksek-seyretmesi-bekleniyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-tarim-disi-istihdam-verileri-izlenirken-orta-doguda-tirmanan-gerilimle-volatilitenin-yuksek-seyretmesi-bekleniyor\/","title":{"rendered":"ABD tar\u0131m d\u0131\u015f\u0131 istihdam verileri izlenirken Orta Do\u011fu\u2019da t\u0131rmanan gerilimle volatilitenin y\u00fcksek seyretmesi bekleniyor"},"content":{"rendered":"Piyasalar, Orta Do\u011fu krizine ili\u015fkin geli\u015fmeleri izlerken Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD \u015eubat istihdam raporuna odakland\u0131. Takip edilen ba\u015fl\u0131klar aras\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam (NFP: tar\u0131m sekt\u00f6r\u00fc hari\u00e7 ayl\u0131k istihdam art\u0131\u015f\u0131), i\u015fsizlik oran\u0131 ve \u00fccret enflasyonu (\u00fccretlerdeki art\u0131\u015f h\u0131z\u0131) yer al\u0131yor. ABD Dolar Endeksi (USD Index\/DXY: dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc \u00f6l\u00e7en endeks) Per\u015fembe g\u00fcn\u00fc \u201cg\u00fcvenli liman\u201d (risk d\u00f6nemlerinde yat\u0131r\u0131mc\u0131n\u0131n s\u0131\u011f\u0131nd\u0131\u011f\u0131 varl\u0131k) talebiyle y\u00fckselerek kapan\u0131\u015f yapt\u0131 ve Cuma erken saatlerde 99,00 civar\u0131nda tutundu; ABD hisse endeksi vadeli i\u015flemleri (borsan\u0131n a\u00e7\u0131l\u0131\u015f\u0131na dair beklentiyi g\u00f6steren kontratlar) ise s\u0131n\u0131rl\u0131 art\u0131da.\n\n\u00c7ar\u015famba g\u00fcn\u00fc Senato oylamas\u0131n\u0131n ard\u0131ndan ABD Temsilciler Meclisi, Per\u015fembe g\u00fcn\u00fc Ba\u015fkan Donald Trump\u2019\u0131n \u0130ran\u2019a kar\u015f\u0131 daha fazla askeri ad\u0131m atma yetkisini s\u0131n\u0131rlayacak bir d\u00fczenlemeyi reddetti. Trump, \u0130ranl\u0131 yetkililerin sava\u015f\u0131 bitirecek bir anla\u015fma i\u00e7in temasa ge\u00e7ti\u011fini s\u00f6ylerken, \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 ise \u0130ran\u2019\u0131n ate\u015fkes istemedi\u011fini ve ABD ile m\u00fczakereleri reddetti\u011fini belirtti.\n\n<h3>Petrol Fiyatlar\u0131nda Y\u00fckseli\u015f S\u00fcr\u00fcyor<\/h3>\nWTI (West Texas Intermediate: ABD tipi ham petrol g\u00f6stergesi) be\u015finci g\u00fcn \u00fcst \u00fcste y\u00fckseldi; son olarak 80,50 dolar\u0131n \u00fczerinde i\u015flem g\u00f6r\u00fcrken g\u00fcn i\u00e7inde %2\u2019den fazla art\u0131dayd\u0131. WTI haftal\u0131k bazda yakla\u015f\u0131k %20 y\u00fckselirken, ABD y\u00f6netimi artan petrol ve benzin fiyatlar\u0131na kar\u015f\u0131 se\u00e7enekleri de\u011ferlendiriyor.\n\n\u015eubat NFP\u2019nin Ocak\u2019taki 130 binin ard\u0131ndan 59 bin gelmesi bekleniyor. \u0130\u015fsizlik oran\u0131n\u0131n %4,3\u2019te yatay kalaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Alt\u0131n Per\u015fembe g\u00fcn\u00fc %1\u2019den fazla gerilese de 5.100 dolar\u0131n \u00fczerine toparland\u0131; EUR\/USD, revize Euro B\u00f6lgesi 4. \u00e7eyrek \u0130stihdam De\u011fi\u015fimi ve GSYH (GDP: bir ekonomide \u00fcretilen toplam nihai mal ve hizmet de\u011feri) verileri \u00f6ncesinde 1,1600\u2019un biraz \u00fczerinde tutundu.\n\nJaponya, \u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n ekonomik etkilerine kar\u015f\u0131 haz\u0131r oldu\u011funu ve deflasyondan (fiyatlar\u0131n genel seviyesinde d\u00fc\u015f\u00fc\u015f) tamamen \u00e7\u0131k\u0131lmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. BoJ (Japonya Merkez Bankas\u0131) ise politikan\u0131n kademeli ayarlanaca\u011f\u0131 mesaj\u0131n\u0131 yineledi. USD\/JPY 157,50\u2019nin \u00fczerinde kal\u0131rken, GBP\/USD haftal\u0131k band\u0131n\u0131n alt yar\u0131s\u0131nda 1,3350\u2019nin \u00fczerinde i\u015flem g\u00f6rd\u00fc.\n\n<h3>Dolar ve Alt\u0131nda Pozisyonlanma<\/h3>\nABD Dolar\u0131, g\u00fcvenli liman talebiyle g\u00fc\u00e7l\u00fc seyrini korurken DXY 99,00 seviyesinde. Ocak 2026 i\u00e7in son T\u00dcFE (CPI: t\u00fcketici fiyat endeksi, t\u00fcketici enflasyonunun temel g\u00f6stergesi) verisinin %3,2 ile y\u00fcksek kalmas\u0131, Fed\u2019in (ABD Merkez Bankas\u0131) faiz indirimine gitmesini zorla\u015ft\u0131rd\u0131. Di\u011fer merkez bankalar\u0131na k\u0131yasla bu politika fark\u0131 dolar\u0131n g\u00fcc\u00fcn\u00fc destekliyor; USD vadeli i\u015flemlerinde (gelecekte belirli fiyattan al\u0131m-sat\u0131m i\u00e7in yap\u0131lan standart kontratlar) uzun pozisyon veya UUP ETF \u00fczerinde al\u0131m opsiyonu (call option: belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) stratejileri \u00f6ne \u00e7\u0131k\u0131yor.\n\nAlt\u0131n\u0131n ons ba\u015f\u0131na 5.100 dolar\u0131n \u00fczerindeki seviyesi, g\u00fc\u00e7l\u00fc dolara ra\u011fmen \u201ckrize kar\u015f\u0131 g\u00fcvence\u201d rol\u00fcn\u00fc g\u00f6sterdi. 2026 ba\u015f\u0131nda alt\u0131n 5.050 civar\u0131nda dengelenirken, merkez bankalar\u0131n\u0131n al\u0131mlar\u0131 fiyat\u0131 destekliyor. D\u00fcnya Alt\u0131n Konseyi verileri, 2025\u2019in ikinci yar\u0131s\u0131na kadar rekor al\u0131mlara i\u015faret ediyor. Bu durum fiyatta a\u015fa\u011f\u0131 y\u00f6n\u00fc s\u0131n\u0131rlarken, kullan\u0131m fiyat\u0131 piyasadan uzak olan sat\u0131\u015f opsiyonlar\u0131n\u0131 (out-of-the-money put: mevcut fiyata g\u00f6re kullan\u0131m fiyat\u0131 daha d\u00fc\u015f\u00fck olan \u201csatma hakk\u0131\u201d opsiyonu) satmak, bir sonraki jeopolitik gerilim beklenirken prim geliri (opsiyon sat\u0131c\u0131s\u0131n\u0131n pe\u015fin ald\u0131\u011f\u0131 bedel) toplama y\u00f6ntemi olarak de\u011ferlendirilebilir.\n\nMart 2025\u2019te piyasa zay\u0131f bir istihdam raporuna haz\u0131rlan\u0131yordu; bu da belirsizli\u011fi art\u0131rm\u0131\u015ft\u0131. 2026\u2019da ise y\u00fcksek enerji fiyatlar\u0131 ve s\u0131k\u0131 faizler \u015firket beklentilerini bask\u0131l\u0131yor; bu durum son bilan\u00e7o d\u00f6neminde verilen temkinli y\u00f6nlendirmelerde de g\u00f6r\u00fcld\u00fc. \u00d6n\u00fcm\u00fczdeki haftalar i\u00e7in VIX vadeli i\u015flemleri (VIX: \u201ckorku endeksi\u201d, piyasa oynakl\u0131k beklentisini \u00f6l\u00e7er) \u00fczerinden oynakl\u0131kta uzun pozisyon ta\u015f\u0131mak veya SPX gibi geni\u015f endekslerde koruyucu sat\u0131\u015f opsiyonu (protective put: d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 sigorta ama\u00e7l\u0131 put almak) almak, riskten korunma (hedge: olas\u0131 zarar\u0131 azaltma) amac\u0131yla daha temkinli bir yakla\u015f\u0131m olabilir.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>G\u00f6zler Cuma NFP\u2019de: Orta Do\u011fu gerilimi dolar\u0131 g\u00fcvenli limanla 99\u2019a ta\u015f\u0131rken WTI 80,5 \u00fcst\u00fcnde, haftada %20 artt\u0131. Alt\u0131n 5.100+; Fed indirimi zor, hedge aray\u0131\u015f\u0131 b\u00fcy\u00fcyor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-29758","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29758","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=29758"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29758\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29758"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29758"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29758"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}