{"id":30132,"date":"2026-03-12T00:06:34","date_gmt":"2026-03-12T00:06:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/petrol-arzi-kesintisi-endiseleri-ve-guclu-abd-dolari-yeni-baskilarken-usd-jpy-daha-da-yukseliyor\/"},"modified":"2026-03-12T00:06:34","modified_gmt":"2026-03-12T00:06:34","slug":"petrol-arzi-kesintisi-endiseleri-ve-guclu-abd-dolari-yeni-baskilarken-usd-jpy-daha-da-yukseliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/petrol-arzi-kesintisi-endiseleri-ve-guclu-abd-dolari-yeni-baskilarken-usd-jpy-daha-da-yukseliyor\/","title":{"rendered":"Petrol arz\u0131 kesintisi endi\u015feleri ve g\u00fc\u00e7l\u00fc ABD dolar\u0131 yeni bask\u0131larken USD\/JPY daha da y\u00fckseliyor"},"content":{"rendered":"USD\/JPY \u00e7ar\u015famba g\u00fcn\u00fc y\u00fckseldi. Yen, ABD-\u0130ran sava\u015f\u0131yla ba\u011flant\u0131l\u0131 petrol arz\u0131nda aksama endi\u015feleri nedeniyle zay\u0131f kald\u0131. Japonya, \u00f6zellikle Orta Do\u011fu\u2019dan yap\u0131lan ithal enerjiye b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ba\u011f\u0131ml\u0131.\n\nParite 158,82 civar\u0131nda i\u015flem g\u00f6rd\u00fc ve 23 Ocak\u2019ta \u201ckur kontrol\u00fc\u201d (yetkililerin kur seviyesini kontrol edip piyasa davran\u0131\u015f\u0131n\u0131 \u00f6l\u00e7mesi) haberleri \u00f6ncesinde g\u00f6r\u00fclen seviyelere yeniden yakla\u015ft\u0131. G\u00fc\u00e7l\u00fc ABD Dolar\u0131 ve y\u00fckselen ABD Hazine tahvili getirileri (devlet tahvillerinin faizi) de Yen \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131.\n\n<h3>Enflasyon Verisi ve Piyasan\u0131n Oda\u011f\u0131<\/h3>\nABD enflasyon verisi beklentilere paralel geldi. T\u00dcFE (T\u00fcketici Fiyat Endeksi) \u015fubatta ayl\u0131k %0,3 artt\u0131; ocakta %0,2 idi. Man\u015fet T\u00dcFE (genel enflasyon) y\u0131ll\u0131k bazda %2,4\u2019te kald\u0131.\n\n\u00c7ekirdek T\u00dcFE (enerji ve g\u0131da hari\u00e7 enflasyon) ayl\u0131k %0,2 artt\u0131; ocakta %0,3 idi. Y\u0131ll\u0131k \u00e7ekirdek oran %2,5\u2019te kald\u0131. Piyasalar \u015fimdi cuma g\u00fcn\u00fc a\u00e7\u0131klanacak PCE (Ki\u015fisel T\u00fcketim Harcamalar\u0131) enflasyon raporuna odakland\u0131; bu, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) en \u00e7ok izledi\u011fi enflasyon g\u00f6stergesidir.\n\nMerkez bankas\u0131 politikas\u0131 beklentileri de de\u011fi\u015fti. Reuters anketine g\u00f6re Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ) 19 Mart\u2019ta politika faizini %0,75\u2019te tutmas\u0131 bekleniyor; ekonomistlerin yakla\u015f\u0131k %60\u2019\u0131 haziran sonuna kadar %1,00 \u00f6ng\u00f6r\u00fcyor.\n\nUluslararas\u0131 Enerji Ajans\u0131 (IEA), G7 deste\u011fiyle stratejik rezervlerden (acil durum i\u00e7in tutulan stoklar) yakla\u015f\u0131k 400 milyon varil petrol\u00fcn piyasaya verilmesini kabul etti. Donald Trump, \u0130ran\u2019la sava\u015f\u0131n \u201cyak\u0131nda\u201d bitebilece\u011fini ve \u201chedef al\u0131nacak neredeyse hi\u00e7bir \u015fey kalmad\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi.\n\n<h3>Politika Ayr\u0131\u015fmas\u0131 ve \u0130\u015flem Etkileri<\/h3>\nAna itici g\u00fc\u00e7 olan petrol arz\u0131 endi\u015feleri, \u00e7at\u0131\u015fman\u0131n 2025 ortas\u0131nda gerilimin d\u00fc\u015fmesi ve IEA\u2019n\u0131n e\u015fg\u00fcd\u00fcml\u00fc rezerv sat\u0131\u015f\u0131yla piyasan\u0131n dengelenmesi sonras\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde zay\u0131flad\u0131. WTI ham petrol\u00fc (ABD tipi ham petrol g\u00f6stergesi) \u015fu an varil ba\u015f\u0131na 79 dolar civar\u0131nda daha istikrarl\u0131 seyrederken, sava\u015f d\u00f6neminde 110 dolar\u0131n \u00fczeri g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Bu nedenle enerji kaynakl\u0131 enflasyon art\u0131k Japonya i\u00e7in ana g\u00fcndem de\u011fil; Yen\u2019i zay\u0131flatan \u00f6nemli bir olumsuz unsur ortadan kalkt\u0131.\n\nABD\u2019de enflasyon, 2025 \u015eubat\u2019ta %2,4 seviyelerinde kalarak Fed\u2019i y\u0131l\u0131n b\u00fcy\u00fck k\u0131sm\u0131nda \u201c\u015fahin\u201d (faiz art\u0131rmaya yatk\u0131n) \u00e7izgide tutmu\u015ftu. Bug\u00fcn ise son T\u00dcFE verileri enflasyonun %2,1\u2019e geriledi\u011fini g\u00f6steriyor; piyasa bu y\u0131l\u0131n ilerleyen d\u00f6neminde Fed\u2019in faiz indirimlerini (faizleri d\u00fc\u015f\u00fcrmesi) fiyatl\u0131yor. Bu, 2025 ba\u015f\u0131ndaki g\u00fc\u00e7l\u00fc dolar ortam\u0131ndan farkl\u0131 bir g\u00f6r\u00fcn\u00fcm.\n\nBOJ, ge\u00e7en y\u0131l beklendi\u011fi gibi faizi sonunda %1,00\u2019e y\u00fckseltse de temkinli duru\u015funu koruyor. Bu durum, faiz fark\u0131n\u0131n (\u00fclkeler aras\u0131 faiz oran\u0131 fark\u0131) tamamen kapanmamas\u0131na ve para ak\u0131mlar\u0131n\u0131 (yat\u0131r\u0131mc\u0131lar\u0131n paray\u0131 bir \u00fclkeden di\u011ferine kayd\u0131rmas\u0131) etkilemeye devam etmesine yol a\u00e7\u0131yor. Ancak ivme art\u0131k Fed\u2019in ek s\u0131k\u0131la\u015ft\u0131rmas\u0131ndan (faiz art\u0131r\u0131m\u0131yla talebi yava\u015flatma) uzakla\u015f\u0131yor.\n\nJeopolitik risk primi (jeopolitik gerilim nedeniyle fiyatlara eklenen ekstra risk pay\u0131) azald\u0131\u011f\u0131 ve Fed\u2019in bir sonraki ad\u0131m\u0131n\u0131n muhtemelen indirim oldu\u011fu ortamda, USD\/JPY\u2019deki h\u0131zl\u0131 y\u00fckseli\u015f ivmesi zay\u0131flad\u0131. Bu nedenle yat\u0131r\u0131mc\u0131lar, yatay bantta (belirli bir aral\u0131kta) hareketten veya paritede kademeli d\u00fc\u015f\u00fc\u015ften faydalanan stratejileri de\u011ferlendirebilir. 152 seviyesi civar\u0131nda USD\/JPY\u2019de \u201cout-of-the-money\u201d (kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n d\u0131\u015f\u0131nda kalan) al\u0131m opsiyonu (belli bir fiyattan alma hakk\u0131) satmak, d\u00fc\u015fen oynakl\u0131ktan (fiyat dalgalanmas\u0131n\u0131n azalmas\u0131) ve s\u0131n\u0131rl\u0131 yukar\u0131 potansiyelden yararlanmak i\u00e7in bir se\u00e7enek olabilir.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">i\u015fleme ba\u015flay\u0131n<\/a>\u00a0. <\/b>\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>Dikkat: USD\/JPY 158,82\u2019ye t\u0131rmand\u0131! Yen, petrol arz\u0131 endi\u015feleri ve g\u00fc\u00e7l\u00fc dolar\/tahvil getirileriyle bask\u0131land\u0131. ABD T\u00dcFE beklentiye paralel; odak PCE\u2019de. BOJ temkinli, Fed indirime yak\u0131nla\u015ft\u0131k\u00e7a y\u00fckseli\u015f ivmesi zay\u0131fl\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-30132","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\/30132","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=30132"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30132\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}