{"id":29985,"date":"2026-03-10T13:04:57","date_gmt":"2026-03-10T13:04:57","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/hardman-trumpin-orta-dogu-endiselerini-yatistirmasi-ve-petrolun-sert-geri-cekilmesiyle-abd-dolari-zayifladi\/"},"modified":"2026-03-10T13:04:57","modified_gmt":"2026-03-10T13:04:57","slug":"hardman-trumpin-orta-dogu-endiselerini-yatistirmasi-ve-petrolun-sert-geri-cekilmesiyle-abd-dolari-zayifladi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/hardman-trumpin-orta-dogu-endiselerini-yatistirmasi-ve-petrolun-sert-geri-cekilmesiyle-abd-dolari-zayifladi\/","title":{"rendered":"Hardman: Trump\u2019\u0131n Orta Do\u011fu endi\u015felerini yat\u0131\u015ft\u0131rmas\u0131 ve petrol\u00fcn sert geri \u00e7ekilmesiyle ABD dolar\u0131 zay\u0131flad\u0131"},"content":{"rendered":"Trump\u2019\u0131n a\u00e7\u0131klamalar\u0131n\u0131n Orta Do\u011fu\u2019da uzun s\u00fcrecek bir \u00e7at\u0131\u015fma endi\u015fesini azaltmas\u0131n\u0131n ard\u0131ndan ABD dolar\u0131 zay\u0131flad\u0131. Petrol fiyatlar\u0131 da son zirvelerden sert \u015fekilde geri d\u00f6nd\u00fc ve dolar\u0131 bask\u0131lad\u0131.\n\nMUFG K\u0131demli D\u00f6viz Analisti Lee Hardman, petroldeki h\u0131zl\u0131 y\u00fckseli\u015fin daha b\u00fcy\u00fck bir endi\u015feye d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc, bunun da \u00e7at\u0131\u015fman\u0131n ne kadar s\u00fcrebilece\u011fini s\u0131n\u0131rlayabilece\u011fini s\u00f6yledi. MUFG\u2019nin son d\u00f6viz (FX: yabanc\u0131 para birimlerinde i\u015flem yap\u0131lan piyasa) tahminleri, \u00e7at\u0131\u015fman\u0131n aylardan \u00e7ok haftalar s\u00fcrmesinin daha olas\u0131 oldu\u011funu varsay\u0131yor.\n\n

Petrol Fiyatlar\u0131 ve Dolar\u0131n Y\u00f6n\u00fc<\/h3>\nMUFG, ge\u00e7ici bir enerji fiyat \u015fokunun (k\u0131sa s\u00fcreli sert fiyat art\u0131\u015f\u0131) k\u00fcresel ekonomi i\u00e7in daha az bozucu olaca\u011f\u0131n\u0131 belirtti. Bu durumun, dolar\u0131n son kazan\u00e7lar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri vermesine yol a\u00e7abilece\u011fini s\u00f6yledi.\n\nGetiri farklar\u0131 (iki \u00fclkenin tahvilleri aras\u0131ndaki faiz\/getiri fark\u0131) da ABD dolar\u0131n\u0131n aleyhine d\u00f6nd\u00fc. Bunun nedeni, Avrupa ve Birle\u015fik Krall\u0131k\u2019ta daha \u201c\u015fahin\u201d (faiz art\u0131rmaya daha istekli, s\u0131k\u0131 para politikas\u0131na yak\u0131n) bir fiyatlaman\u0131n \u00f6ne \u00e7\u0131kmas\u0131 ve dolar\u0131n deste\u011finin azalmas\u0131 oldu.\n\n

Getiri Farklar\u0131 ve Fed Ayr\u0131\u015fmas\u0131<\/h3>\nBrent petrol\u00fcn (k\u00fcresel petrol fiyat\u0131 i\u00e7in referans t\u00fcr) ge\u00e7 \u015eubat\u2019taki yakla\u015f\u0131k 95 dolar zirvesinden varil ba\u015f\u0131na 88 dolar civar\u0131na gerilemi\u015f olmas\u0131, son enerji fiyat \u015fokunun ge\u00e7ici oldu\u011funu d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Ge\u00e7en hafta yay\u0131mlanan ve ABD ham petrol stoklar\u0131nda art\u0131\u015f g\u00f6steren rapor da (stok art\u0131\u015f\u0131 genelde arz\u0131n g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret eder) piyasada arz\u0131n yeterli oldu\u011fu g\u00f6r\u00fc\u015f\u00fcn\u00fc destekliyor. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n, yaln\u0131zca petrol endi\u015fesiyle dolar al\u0131m opsiyonu (belirli bir tarihe kadar belirli fiyattan dolar alma hakk\u0131) almada temkinli olmas\u0131 gerekiyor.\n\nDolar\u0131 bask\u0131layan bir di\u011fer unsur, getiri farklar\u0131ndaki hareketin \u201cgreenback\u201d (ABD dolar\u0131n\u0131n piyasa takma ad\u0131) aleyhine d\u00f6nmesi. ABD\u2019de son enflasyon verileri, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faizi sabit tutmas\u0131 (bekle-g\u00f6r) tezini g\u00fc\u00e7lendirirken; Avrupa ve Birle\u015fik Krall\u0131k\u2019ta diren\u00e7li enflasyonun s\u0131ras\u0131yla %2,8 ve %3,1 seviyelerinde kalmas\u0131, Avrupa Merkez Bankas\u0131 (ECB) ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131 (BoE) daha \u015fahin bir \u00e7izgiye itiyor. Son bir ayda ABD 10 y\u0131ll\u0131k Hazine tahvili ile Alman Bund\u2019u (Almanya devlet tahvili) aras\u0131ndaki fark\u0131n 15 baz puan (bp; 1 baz puan = %0,01) daralmas\u0131, dolar ta\u015f\u0131may\u0131 daha az cazip hale getiriyor.\n\n\u00d6n\u00fcm\u00fczdeki haftalarda bu tablo, \u00f6zellikle euro ve sterlin kar\u015f\u0131s\u0131nda dolar zay\u0131fl\u0131\u011f\u0131ndan faydalanan stratejileri \u00f6ne \u00e7\u0131kar\u0131yor. EUR\/USD al\u0131m opsiyonu (euro\/dolar\u0131n y\u00fckselmesine y\u00f6nelik) veya USD\/JPY sat\u0131m opsiyonu (dolar\/yenin d\u00fc\u015fmesine y\u00f6nelik) ile pozisyon almak, trend s\u00fcrerse getiri potansiyeli sa\u011flayabilir. Opsiyonlar, dolar endeksinin (DXY: dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 de\u011ferini g\u00f6steren endeks) 2025\u2019in d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011findeki diplerine do\u011fru geri \u00e7ekilmesine kar\u015f\u0131, s\u0131n\u0131rl\u0131 riskle (\u00f6nceden bilinen azami kay\u0131p) pozisyon alma imk\u00e2n\u0131 sunar.\n

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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":"

Piyasada \u201cdolar rallisi bitti mi?\u201d sorusu: Trump a\u00e7\u0131klamalar\u0131yla \u00e7at\u0131\u015fma korkusu azal\u0131nca dolar zay\u0131flad\u0131. Brent 95\u2019ten 88\u2019e indi. ECB-BoE \u015fahinli\u011fi getiri fark\u0131n\u0131 daralt\u0131p euro\/sterlini \u00f6ne \u00e7\u0131kar\u0131yor.<\/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-29985","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\/29985","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=29985"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29985\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}