{"id":29851,"date":"2026-03-09T05:01:07","date_gmt":"2026-03-09T05:01:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/asya-islemlerinde-usd-jpy-irandaki-savasin-tirmanmasiyla-guvenli-liman-talebinin-dolari-desteklemesiyle-15860-civarina-yukseldi\/"},"modified":"2026-03-09T05:01:07","modified_gmt":"2026-03-09T05:01:07","slug":"asya-islemlerinde-usd-jpy-irandaki-savasin-tirmanmasiyla-guvenli-liman-talebinin-dolari-desteklemesiyle-15860-civarina-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/asya-islemlerinde-usd-jpy-irandaki-savasin-tirmanmasiyla-guvenli-liman-talebinin-dolari-desteklemesiyle-15860-civarina-yukseldi\/","title":{"rendered":"Asya i\u015flemlerinde USD\/JPY, \u0130ran\u2019daki sava\u015f\u0131n t\u0131rmanmas\u0131yla g\u00fcvenli liman talebinin Dolar\u2019\u0131 desteklemesiyle 158,60 civar\u0131na y\u00fckseldi"},"content":{"rendered":"USD\/JPY \u00fc\u00e7\u00fcnc\u00fc seansta da y\u00fckseldi; Pazartesi Asya i\u015flemlerinde, g\u00fcvenli liman talebiyle g\u00fc\u00e7lenen ABD Dolar\u0131 sayesinde 158,60 civar\u0131nda i\u015flem g\u00f6rd\u00fc. \u0130ran sava\u015f\u0131 ikinci haftas\u0131na girerken sonu\u00e7 net de\u011fil.\n\nAli Hamaney\u2019in ABD-\u0130srail sald\u0131r\u0131lar\u0131nda \u00f6ld\u00fcr\u00fclmesinden biraz sonra M\u00fccteba Hamaney \u0130ran\u2019\u0131n dini lideri olarak atand\u0131. Donald Trump bu ataman\u0131n \u201ckabul edilemez\u201d oldu\u011funu s\u00f6yledi ve ABD\u2019nin \u0130ran\u2019\u0131n bir sonraki dini liderinin se\u00e7ilmesinde rol\u00fc olmas\u0131 gerekti\u011fini ima etti.\n\n<h3>G\u00fcvenli Liman Talebi Dolar\u0131 Destekliyor<\/h3>  \nABD Dolar\u0131, WTI ham petrol\u00fcn varil ba\u015f\u0131na 100,00 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131yla da destek buldu. Yat\u0131r\u0131mc\u0131lar, \u00e7at\u0131\u015fman\u0131n k\u00fcresel enerji arz\u0131n\u0131 (d\u00fcnya genelinde enerji tedarikini) aksatabilece\u011finden endi\u015fe ediyor. Trump, \u0130ran\u2019\u0131 yenmek ve k\u00fcresel bar\u0131\u015f\u0131 sa\u011flamak i\u00e7in petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131 \u201c\u00f6denecek \u00e7ok k\u00fc\u00e7\u00fck bir bedel\u201d olarak niteledi.\n\nYat\u0131r\u0131mc\u0131lar, ge\u00e7en hafta \u00e7at\u0131\u015fmalar\u0131n ba\u015flamas\u0131n\u0131n ard\u0131ndan enflasyon beklentilerini (ileride fiyat art\u0131\u015f\u0131n\u0131n ne kadar olaca\u011f\u0131na dair piyasa tahminlerini) yukar\u0131 y\u00f6nl\u00fc revize etti. Bu durum, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimlerini erteleyebilece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc g\u00fc\u00e7lendirdi. Bu da Dolar\u2019\u0131n Yen kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc art\u0131rd\u0131.\n\nJaponya\u2019da nakit \u00fccret gelirleri (\u00e7al\u0131\u015fanlara \u00f6denen maa\u015f ve benzeri nakit \u00f6demeler) Ocak 2026\u2019da y\u0131ll\u0131k %3 artt\u0131; Aral\u0131k 2025\u2019te art\u0131\u015f %2,5\u2019ti. Japonya\u2019n\u0131n cari i\u015flemler fazlas\u0131 (\u00fclkenin d\u0131\u015f ticaret ve gelir-gider dengesinden do\u011fan net fazlas\u0131) Ocak\u2019ta 941,6 milyar yen oldu; beklenti 960,0 milyar yendi ve \u00f6nceki de\u011fer 728,8 milyar yendi.\n\n\u0130ran\u2019daki \u00e7at\u0131\u015fma ikinci haftas\u0131na girerken, ABD Dolar\u0131\u2019n\u0131n ba\u015fl\u0131ca g\u00fcvenli liman varl\u0131\u011f\u0131 olarak g\u00fc\u00e7lendi\u011fini g\u00f6r\u00fcyoruz. WTI ham petrol\u00fcn varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerine s\u0131\u00e7ramas\u0131, bu dolar talebini art\u0131r\u0131yor. Bu seviye 2022 enerji krizinden (enerji fiyatlar\u0131n\u0131n sert y\u00fckseldi\u011fi d\u00f6nem) bu yana kal\u0131c\u0131 \u015fekilde g\u00f6r\u00fclm\u00fcyordu. Jeopolitik gerginlik (\u00fclkeler aras\u0131 siyasi-askeri risk) \u015fu anda d\u00f6viz piyasas\u0131n\u0131 en \u00e7ok etkileyen unsur.\n\n<h3>Faiz Beklentileri ve M\u00fcdahale Riski<\/h3>  \nEnerji maliyetlerindeki art\u0131\u015f\u0131n enflasyonu yukar\u0131 itmesi, Fed\u2019in planlar\u0131n\u0131n h\u0131zla yeniden fiyatlanmas\u0131na neden oluyor. Ge\u00e7en hafta boyunca fed funds vadeli i\u015flemlerinde (piyasan\u0131n Fed politika faizine ili\u015fkin beklentisini yans\u0131tan s\u00f6zle\u015fmeler) sert bir kayma g\u00f6r\u00fcld\u00fc; piyasa art\u0131k 2026\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finden \u00f6nce faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 %20\u2019nin alt\u0131nda fiyatl\u0131yor. Bu, ABD Dolar\u0131\u2019n\u0131n di\u011fer b\u00fcy\u00fck para birimlerine kar\u015f\u0131 faiz avantaj\u0131n\u0131 (daha y\u00fcksek faiz getirisi sunmas\u0131n\u0131) peki\u015ftiriyor.\n\nUSD\/JPY paritesinde bu durum g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f e\u011filimi yaratt\u0131 ve 160 seviyesine yakla\u015ft\u0131rd\u0131. Yen geleneksel olarak g\u00fcvenli liman olsa da, ABD ve Japonya faiz beklentileri aras\u0131ndaki fark\u0131n a\u00e7\u0131lmas\u0131 ana belirleyici. M\u00fcdahale (yetkililerin d\u00f6viz piyasas\u0131na girerek kuru etkilemesi) riskine kar\u015f\u0131 dikkatli olmak gerekiyor; Japon yetkililer 2022 ve 2024\u2019te parite 150-152 band\u0131n\u0131 a\u015ft\u0131\u011f\u0131nda Yen\u2019i desteklemek i\u00e7in piyasaya girmi\u015fti.\n\nAni ve sert hareket olas\u0131l\u0131\u011f\u0131 y\u00fcksek oldu\u011fundan, do\u011frudan spot pozisyon (hemen teslimli al\u0131m-sat\u0131m) almak riskli. Bu belirsizli\u011fi y\u00f6netmek i\u00e7in opsiyonlar (belirli bir tarihe kadar \u00f6nceden belirlenen fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fmeler) de\u011ferlendirilebilir. \u00d6rne\u011fin, USD\/JPY al\u0131m opsiyonu (call) sat\u0131n almak y\u00fckseli\u015ften faydalanmay\u0131 sa\u011flar; olas\u0131 m\u00fcdahale ger\u00e7ekle\u015firse zarar\u0131 s\u0131n\u0131rlamaya yard\u0131mc\u0131 olur. Piyasa oynakl\u0131\u011f\u0131 (fiyatlar\u0131n h\u0131zl\u0131 ve geni\u015f aral\u0131kta dalgalanmas\u0131) da artt\u0131. VIX (piyasa korkusunu \u00f6l\u00e7en oynakl\u0131k endeksi) ge\u00e7en hafta %30\u2019dan fazla y\u00fckseldi; bu da fiyat dalgalanmas\u0131ndan kazan\u00e7 hedefleyen stratejileri \u00f6ne \u00e7\u0131kar\u0131yor.\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>Alarm zilleri \u00e7al\u0131yor: \u0130ran sava\u015f\u0131 ve 100$\u2019\u0131 a\u015fan petrol, g\u00fcvenli liman dolar\u0131n\u0131 g\u00fc\u00e7lendirdi; USD\/JPY 158,60\u2019a t\u0131rmand\u0131. Fed indirimi erteleniyor, 160 kap\u0131da; m\u00fcdahale riski y\u00fcksek.<\/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-29851","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\/29851","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=29851"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29851\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}