{"id":30203,"date":"2026-03-12T17:03:19","date_gmt":"2026-03-12T17:03:19","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ocak-ayinda-abdnin-mal-ticareti-acigi-818-milyar-dolara-gerileyerek-onceki-993-milyar-dolardan-iyilesti\/"},"modified":"2026-03-12T17:03:19","modified_gmt":"2026-03-12T17:03:19","slug":"ocak-ayinda-abdnin-mal-ticareti-acigi-818-milyar-dolara-gerileyerek-onceki-993-milyar-dolardan-iyilesti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ocak-ayinda-abdnin-mal-ticareti-acigi-818-milyar-dolara-gerileyerek-onceki-993-milyar-dolardan-iyilesti\/","title":{"rendered":"Ocak ay\u0131nda ABD\u2019nin mal ticareti a\u00e7\u0131\u011f\u0131 81,8 milyar dolara gerileyerek \u00f6nceki 99,3 milyar dolardan iyile\u015fti."},"content":{"rendered":"ABD mal ticaret dengesi Ocak ay\u0131nda -99,3 milyar dolardan -81,8 milyar dolara y\u00fckseldi.\n\nBu, mal ticareti a\u00e7\u0131\u011f\u0131n\u0131n \u00f6nceki veriye g\u00f6re darald\u0131\u011f\u0131 anlam\u0131na geliyor.\n\n

Ticaret A\u00e7\u0131\u011f\u0131 Daral\u0131yor ve Dolar G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\nOcak ay\u0131nda ABD\u2019nin mal ticareti a\u00e7\u0131\u011f\u0131n\u0131n belirgin \u015fekilde daralmas\u0131, dolar i\u00e7in \u00f6nemli bir pozitif i\u015faret. 17,5 milyar dolarl\u0131k bu iyile\u015fme; ihracat\u0131n (yurt d\u0131\u015f\u0131na sat\u0131\u015f) artmas\u0131 veya ithalat\u0131n (yurt d\u0131\u015f\u0131ndan al\u0131m) azalmas\u0131 anlam\u0131na gelebilir. Her iki durumda da k\u00fcresel piyasada dola\u015f\u0131mdaki dolar miktar\u0131 azalaca\u011f\u0131 i\u00e7in bu durum dolar\u0131n \u00f6n\u00fcm\u00fczdeki haftalardaki g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekler.\n\nBu ticaret verisi tek ba\u015f\u0131na de\u011fil; beklentileri a\u015fan \u015eubat istihdam raporu (215 bin yeni istihdam) ve %3\u2019\u00fcn \u00fczerinde kalmaya devam eden T\u00fcketici Fiyat Endeksi (T\u00dcFE: t\u00fcketicinin \u00f6dedi\u011fi fiyatlardaki art\u0131\u015f\u0131 \u00f6l\u00e7en enflasyon g\u00f6stergesi) ile ayn\u0131 y\u00f6nde okunmal\u0131. Ekonomi diren\u00e7liyken ve enflasyon y\u00fcksek seyrederken, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimine gitmesi i\u00e7in bask\u0131 azal\u0131r. Di\u011fer merkez bankalar\u0131na g\u00f6re daha \u201c\u015fahin\u201d (faizde gev\u015femeye uzak, gerekirse art\u0131rmaya yak\u0131n) bir duru\u015f, dolar i\u00e7in destekleyici olur.\n\nBu \u00e7er\u00e7evede, dolar\u0131n g\u00fc\u00e7lenmesinden faydalanan \u201ct\u00fcrev\u201d (de\u011feri d\u00f6viz kuru gibi bir varl\u0131\u011fa ba\u011fl\u0131 finansal \u00fcr\u00fcn) stratejiler \u00f6ne \u00e7\u0131k\u0131yor; \u00f6zellikle merkez bankas\u0131 daha \u201cg\u00fcvercin\u201d (faiz indirimine daha yatk\u0131n) para birimlerine kar\u015f\u0131. EUR\/USD paritesinde sat\u0131m opsiyonu (put: belirli bir seviyeden satma hakk\u0131) almak, 1,05\u2019in alt\u0131ndaki kullan\u0131m fiyatlar\u0131 (strike: opsiyonun kullan\u0131laca\u011f\u0131 seviye) hedeflenerek cazip g\u00f6r\u00fcn\u00fcyor. Bu opsiyonlarda ima edilen oynakl\u0131k (implied volatility: piyasan\u0131n bekledi\u011fi fiyat dalgalanmas\u0131) h\u00e2l\u00e2 makul seviyede oldu\u011fundan, dolar y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrse risk-getiri dengesi uygun olabilir.\n\nHisse taraf\u0131nda bu g\u00f6r\u00fcn\u00fcm, ABD i\u00e7 pazara odakl\u0131 \u015firketler ile k\u00fcresel talepte canlanma g\u00f6ren ihracat\u00e7\u0131lar i\u00e7in olumlu. Sanayi sekt\u00f6r\u00fc ETF\u2019lerinde (Borsa Yat\u0131r\u0131m Fonu: bir endeksi\/sekt\u00f6r\u00fc takip eden, borsada i\u015flem g\u00f6ren fon) al\u0131m opsiyonu (call: belirli bir seviyeden alma hakk\u0131) de\u011ferlendirilebilir; \u00e7\u00fcnk\u00fc bu \u015firketler, ticaret dengesinin i\u015faret etti\u011fi \u00fcretim ivmesinden do\u011frudan faydalan\u0131r. 2025\u2019in ikinci yar\u0131s\u0131nda k\u00fcresel yava\u015flama endi\u015feleriyle bask\u0131 g\u00f6ren bu sekt\u00f6rde, bu tablo dikkat \u00e7ekici bir d\u00f6n\u00fc\u015fe i\u015faret ediyor.\n\n

Tarihsel Ba\u011flam ve Strateji Etkileri<\/h3>\nOcak verisi, 2025\u2019in b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde \u00f6ne \u00e7\u0131kan \u201ca\u00e7\u0131k b\u00fcy\u00fcyor, i\u00e7 talep zay\u0131fl\u0131yor\u201d anlat\u0131s\u0131na g\u00fc\u00e7l\u00fc bir kar\u015f\u0131l\u0131k veriyor. 2017-2018 d\u00f6nemindeki verilerde de benzer \u015fekilde; b\u00fcy\u00fcmenin g\u00fc\u00e7lenmesi ve Fed\u2019in \u015fahin duru\u015fu, dolar\u0131n uzun s\u00fcreli olarak daha iyi performans g\u00f6stermesine yol a\u00e7m\u0131\u015ft\u0131. Bu yeni veri, benzer bir kal\u0131b\u0131n yeniden olu\u015fabilece\u011fine i\u015faret ediyor.\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":"

ABD\u2019nin Ocak mal ticaret a\u00e7\u0131\u011f\u0131 17,5 milyar $ daralarak -81,8 milyar $\u2019a indi: dolar i\u00e7in pozitif sinyal. G\u00fc\u00e7l\u00fc istihdam ve y\u00fcksek enflasyon Fed\u2019i \u015fahin tutarken EUR\/USD put ve sanayi ETF call stratejileri \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-30203","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\/30203","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=30203"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30203\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}