{"id":30115,"date":"2026-03-11T20:08:46","date_gmt":"2026-03-11T20:08:46","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/trump-axiosa-abd-iran-savasinin-iranin-vuracak-cok-az-hedefi-kaldigi-icin-yakinda-sona-ermesi-gerektigini-soyledi\/"},"modified":"2026-03-11T20:08:46","modified_gmt":"2026-03-11T20:08:46","slug":"trump-axiosa-abd-iran-savasinin-iranin-vuracak-cok-az-hedefi-kaldigi-icin-yakinda-sona-ermesi-gerektigini-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/trump-axiosa-abd-iran-savasinin-iranin-vuracak-cok-az-hedefi-kaldigi-icin-yakinda-sona-ermesi-gerektigini-soyledi\/","title":{"rendered":"Trump, Axios\u2019a ABD-\u0130ran sava\u015f\u0131n\u0131n \u0130ran\u2019\u0131n vuracak \u00e7ok az hedefi kald\u0131\u011f\u0131 i\u00e7in yak\u0131nda sona ermesi gerekti\u011fini s\u00f6yledi"},"content":{"rendered":"ABD Ba\u015fkan\u0131 Donald Trump, \u00c7ar\u015famba g\u00fcn\u00fc Axios\u2019a yapt\u0131\u011f\u0131 k\u0131sa telefon g\u00f6r\u00fc\u015fmesinde \u0130ran\u2019la sava\u015f\u0131n yak\u0131nda bitece\u011fini s\u00f6yledi. \u0130ran\u2019da vurulacak \u201cneredeyse hi\u00e7bir \u015fey kalmad\u0131\u011f\u0131n\u0131\u201d ifade etti.\n\nTrump ayr\u0131ca sava\u015f\u0131n \u201cne zaman istersem o zaman bitece\u011fini, bitirece\u011fini\u201d s\u00f6yledi. Haberde, Axios\u2019un yaz\u0131m\u0131n\u0131 d\u00fczeltmek i\u00e7in 11 Mart g\u00fcn\u00fc 14:30 GMT\u2019de bir d\u00fczeltme yap\u0131ld\u0131\u011f\u0131 notu yer ald\u0131.\n\n<h3>Petrol Piyasas\u0131na Etkiler<\/h3>\n2025 Mart ay\u0131ndaki a\u00e7\u0131klamalara d\u00f6n\u00fcp bak\u0131ld\u0131\u011f\u0131nda, ilk etki ham petrolde \u201csava\u015f riski primi\u201dnin (sava\u015f ihtimalinin fiyatlara ek maliyet olarak yans\u0131mas\u0131) h\u0131zla d\u00fc\u015fmesi oldu. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan (Basra K\u00f6rfezi \u00e7\u0131k\u0131\u015f\u0131ndaki kritik petrol ge\u00e7i\u015f noktas\u0131) arz kesintisi korkusu ortadan kalk\u0131nca, Brent petrol (k\u00fcresel referans petrol t\u00fcr\u00fc) sonraki ayda 112 dolar civar\u0131ndaki zirvelerden %25\u2019ten fazla geriledi. \u015eimdi ise OPEC+\u2019\u0131n (OPEC \u00fclkeleri ve Rusya gibi ortaklar\u0131) \u00fcretim kesintileri s\u00fcrerken, \u00c7in\u2019in \u015eubat 2026 ithalat verilerinde y\u0131ll\u0131k bazda %5 art\u0131\u015f g\u00f6r\u00fcl\u00fcyor. Bu nedenle yat\u0131r\u0131mc\u0131lar, toparlanma beklentisini \u201cal\u0131m opsiyonu\u201d (belirli bir tarihe kadar belirli fiyattan alma hakk\u0131) alarak de\u011ferlendirmeyi d\u00fc\u015f\u00fcnebilir.\n\nBir y\u0131l \u00f6nce bu yorumlar, dalgalanman\u0131n d\u00fc\u015fece\u011fine i\u015faret ediyordu. VIX endeksi (piyasadaki korku\/dalgalanma beklentisini g\u00f6steren endeks) belirsizlik azald\u0131k\u00e7a 20\u2019li seviyelerden haftalar i\u00e7inde 15\u2019in alt\u0131na inmi\u015fti. VIX \u015fu anda tarihsel olarak d\u00fc\u015f\u00fck say\u0131labilecek 14,2 seviyesinde. Bu ortamda, \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n \u00fczerinde oldu\u011fu i\u00e7in hemen kazan\u00e7 sa\u011flamayan) ve ucuz al\u0131m opsiyonu almak, yakla\u015fan enflasyon verisinde s\u00fcrpriz riskine kar\u015f\u0131 makul bir korunma (hedge) olabilir.\n\nSavunma sekt\u00f6r\u00fc hisseleri a\u00e7\u0131s\u0131ndan, \u00e7at\u0131\u015fman\u0131n bitmesi k\u0131sa vadeli i\u015flemlerde zirve sinyali verdi. RTX ve LMT gibi hisseler, sert y\u00fckseli\u015fin ard\u0131ndan 2025\u2019in ikinci \u00e7eyre\u011finde belirgin geri \u00e7ekilme ya\u015fad\u0131. Ancak Pentagon\u2019un 2027 mali y\u0131l\u0131 b\u00fct\u00e7esi (devletin bir mali y\u0131l i\u00e7in harcama plan\u0131) tedarik kaleminde (silah ve ekipman al\u0131mlar\u0131) %4 art\u0131\u015fla onayland\u0131. Bu, daha uzun vadeli y\u00fckseli\u015f beklentisini, \u201cuzun vadeli al\u0131m opsiyonu\u201d (vadesi ileri tarihli al\u0131m hakk\u0131) ile de\u011ferlendirmek i\u00e7in gerek\u00e7e olu\u015fturabilir.\n\nGerginli\u011fin d\u00fc\u015fmesi, genel piyasa i\u00e7in de \u201crisk alma\u201d (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelmesi) sinyaliydi. Mart 2025 duyurusunu izleyen iki ayda S&#038;P 500 (ABD\u2019nin geni\u015f hisse endeksi) jeopolitik risk fiyatlardan \u00e7\u0131karken yakla\u015f\u0131k %8 y\u00fckseldi. Bug\u00fcn oda\u011f\u0131n tamam\u0131 merkez bankas\u0131 politikas\u0131na kaym\u0131\u015f durumda. Bu nedenle t\u00fcrev i\u015flemler (dayanak varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7lar), bir sonraki FOMC toplant\u0131s\u0131 (ABD Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131n\u0131 veren kurul toplant\u0131s\u0131) \u00f6ncesinde faize duyarl\u0131 sekt\u00f6rlere odaklanmal\u0131.\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>SON DAK\u0130KA: Trump, \u0130ran\u2019la sava\u015f\u0131n \u201cyak\u0131nda bitece\u011fini\u201d s\u00f6yledi; risk primi eriyor. Brent %25 d\u00fc\u015f\u00fc\u015f sonras\u0131 OPEC+ ve \u00c7in talebi izleniyor. VIX 14,2; opsiyonla korunma, FOMC \u00f6ncesi \u00f6ne \u00e7\u0131k\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-30115","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\/30115","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=30115"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30115\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30115"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30115"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}