{"id":29915,"date":"2026-03-09T20:03:27","date_gmt":"2026-03-09T20:03:27","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/td-securities-iran-gerilimi-ve-yukselen-petrol-fiyatlarinin-abd-dolarinin-guvenli-liman-rolunu-yeniden-canlandirdigi-gorusunde\/"},"modified":"2026-03-09T20:03:27","modified_gmt":"2026-03-09T20:03:27","slug":"td-securities-iran-gerilimi-ve-yukselen-petrol-fiyatlarinin-abd-dolarinin-guvenli-liman-rolunu-yeniden-canlandirdigi-gorusunde","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/td-securities-iran-gerilimi-ve-yukselen-petrol-fiyatlarinin-abd-dolarinin-guvenli-liman-rolunu-yeniden-canlandirdigi-gorusunde\/","title":{"rendered":"TD Securities, \u0130ran gerilimi ve y\u00fckselen petrol fiyatlar\u0131n\u0131n ABD dolar\u0131n\u0131n g\u00fcvenli liman rol\u00fcn\u00fc yeniden canland\u0131rd\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnde"},"content":{"rendered":"TD Securities, \u0130ran\u2019la ba\u011flant\u0131l\u0131 artan gerilim ve petrol fiyatlar\u0131ndaki s\u0131\u00e7raman\u0131n ABD Dolar\u0131\u2019n\u0131n \u201cg\u00fcvenli liman\u201d rol\u00fcn\u00fc geri getirdi\u011fini s\u00f6yledi. Kurum, ABD\u2019nin daha \u201ckapal\u0131\u201d bir ekonomi oldu\u011funu (d\u0131\u015f ticarete ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 g\u00f6rece d\u00fc\u015f\u00fck), enerjide b\u00fcy\u00fck \u00f6l\u00e7\u00fcde kendine yetti\u011fini ve co\u011frafi olarak daha korunakl\u0131 konumda bulundu\u011funu belirtti.\n\nNotta, bu \u015fokun Dolar\u0131n yeniden g\u00fcvenli liman gibi davranmas\u0131na izin verebilece\u011fi ifade edildi; her son d\u00f6nemdeki stres d\u00f6neminde bu rol\u00fc \u00fcstlenmemi\u015f olsa bile. Piyasalar\u0131n \u0130ran \u00e7evresindeki geli\u015fmeleri, \u00f6zellikle enerji piyasalar\u0131n\u0131 izlemeye devam etmesinin beklendi\u011fi eklendi.\n\n

Dolar\u0131n G\u00fcvenli Liman Dinamikleri<\/h3>\nTD Securities, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) enflasyon risklerine odaklan\u0131p faizi de\u011fi\u015ftirmeden beklemede kalabilece\u011fini belirtti. Di\u011fer merkez bankalar\u0131n\u0131n ise hem daha zay\u0131f b\u00fcy\u00fcme hem de daha y\u00fcksek enflasyonla kar\u015f\u0131 kar\u015f\u0131ya oldu\u011funu; bunun da \u201cfaiz fark\u0131n\u0131\u201d (\u00fclkeler aras\u0131 faiz oran\u0131 fark\u0131) Dolar lehine a\u00e7abilece\u011fini s\u00f6yledi.\n\nAnalistler, ABD\u2019de a\u00e7\u0131klanan zay\u0131f tar\u0131m d\u0131\u015f\u0131 istihdam verisi sonras\u0131 piyasalar\u0131n ilk etapta \u201cbull steepening\u201d ya\u015fad\u0131\u011f\u0131n\u0131 belirtti. Bu terim, genelde tahvil faiz e\u011frisinde uzun vadeli faizlerin k\u0131sa vadelilere g\u00f6re daha h\u0131zl\u0131 y\u00fckselmesiyle e\u011frinin dikle\u015fmesi anlam\u0131na gelir. Analistler, petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon endi\u015felerini yeniden art\u0131rmas\u0131yla bu hareketin daha sonra tamamen geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc; enflasyon riski b\u00fcy\u00fcrse Fed\u2019in tek bir zay\u0131f istihdam raporunu \u201cg\u00f6rmezden gelebilece\u011fini\u201d ifade etti.\n\n

\u0130\u015flem Stratejisine Etkiler<\/h3>\nEnerji piyasalar\u0131nda s\u00fcren \u201cjeopolitik risk primi\u201d (olas\u0131 \u00e7at\u0131\u015fma ve arz kesintisi ihtimalinin fiyata eklenmesi) \u00f6nemli bir unsur olmaya devam ediyor. Orta Do\u011fu\u2019da gerilimin artmas\u0131 ham petrol fiyatlar\u0131n\u0131 yukar\u0131 itebilir; bu da Fed\u2019in \u201c\u015fahin\u201d duru\u015funu (faizleri y\u00fcksek tutma\/indirimlere ge\u00e7meme e\u011filimi) g\u00fc\u00e7lendirerek dolar\u0131 destekleyebilir. Bu nedenle, b\u00fcy\u00fck petrol ithalat\u00e7\u0131lar\u0131n\u0131n para birimleriyle ilgili pariteler (\u00f6r. USD\/JPY) haber ak\u0131\u015f\u0131na daha duyarl\u0131 olabilir.\n\nVT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b>\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

Jeopolitik gerilim ve s\u0131\u00e7rayan petrol, Dolar\u0131 yeniden \u201cg\u00fcvenli liman\u201d yap\u0131yor: TD Securities\u2019e g\u00f6re ABD\u2019nin enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 ve kapal\u0131 ekonomi yap\u0131s\u0131, Fed\u2019in \u015fahin kalmas\u0131yla USD\u2019yi destekleyebilir.<\/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-29915","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\/29915","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=29915"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29915\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}