{"id":30215,"date":"2026-03-12T20:02:30","date_gmt":"2026-03-12T20:02:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-iran-savasinin-tirmanmasiyla-abd-dolarina-talep-artarken-eur-usd-ucuncu-seansta-da-geriliyor\/"},"modified":"2026-03-12T20:02:30","modified_gmt":"2026-03-12T20:02:30","slug":"abd-iran-savasinin-tirmanmasiyla-abd-dolarina-talep-artarken-eur-usd-ucuncu-seansta-da-geriliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-iran-savasinin-tirmanmasiyla-abd-dolarina-talep-artarken-eur-usd-ucuncu-seansta-da-geriliyor\/","title":{"rendered":"ABD-\u0130ran sava\u015f\u0131n\u0131n t\u0131rmanmas\u0131yla ABD Dolar\u0131\u2019na talep artarken EUR\/USD \u00fc\u00e7\u00fcnc\u00fc seansta da geriliyor"},"content":{"rendered":"EUR\/USD, Per\u015fembe g\u00fcn\u00fc \u00fc\u00e7\u00fcnc\u00fc g\u00fcnde de gerileyerek haftan\u0131n ba\u015f\u0131ndaki kazan\u00e7lar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 sildi ve 1,1525 civar\u0131nda i\u015flem g\u00f6rd\u00fc. ABD-\u0130ran sava\u015f\u0131 13. g\u00fcn\u00fcne girerken, belirsizlik nedeniyle yat\u0131r\u0131mc\u0131lar\u0131n daha g\u00fcvenli g\u00f6rd\u00fc\u011f\u00fc ABD Dolar\u0131\u2019na (g\u00fcvenli liman) talep artt\u0131.\n\nK\u00fcresel petrol sevkiyat\u0131n\u0131n kritik ge\u00e7i\u015f noktas\u0131 olan H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda g\u00fcvenlik riskleri y\u00fckselince petrol fiyatlar\u0131 artt\u0131. Haberlere g\u00f6re \u0130ran iki petrol tankerini hedef ald\u0131; bu durum arz\u0131n (piyasaya sunulan enerji miktar\u0131n\u0131n) kesintiye u\u011frayabilece\u011fi endi\u015felerini g\u00fc\u00e7lendirdi.\n\n<h3>Veriler ve Jeopolitik Geli\u015fmeler Dolara Destek Verdi<\/h3>\nABD verileri dolar\u0131 destekledi. Haftal\u0131k \u0130lk \u0130\u015fsizlik Maa\u015f\u0131 Ba\u015fvurular\u0131 (ilk kez i\u015fsizlik \u00f6dene\u011fine ba\u015fvuranlar\u0131n say\u0131s\u0131) 7 Mart\u2019ta biten haftada 213 bine gerileyerek 215 bin beklentisinin alt\u0131nda kald\u0131. Konut Ba\u015flang\u0131\u00e7lar\u0131 (in\u015faat\u0131na ba\u015flanan yeni konut say\u0131s\u0131) 1,487 milyona y\u00fckseldi ve 1,35 milyon beklentiyi a\u015ft\u0131.\n\nABD Dolar Endeksi (DXY, dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc g\u00f6steren endeks) 99,50 civar\u0131nda, g\u00fcn i\u00e7inde yakla\u015f\u0131k %0,22 art\u0131da seyretti. Petrol fiyatlar\u0131ndaki y\u00fckseli\u015f enflasyon (genel fiyat art\u0131\u015f\u0131) endi\u015felerini art\u0131rarak merkez bankalar\u0131n\u0131n faiz kararlar\u0131na ili\u015fkin beklentileri etkiledi.\n\nPiyasalar, Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) Temmuz toplant\u0131s\u0131nda faiz art\u0131rabilece\u011fini fiyatlad\u0131 (piyasa fiyatlar\u0131na yans\u0131tt\u0131). Euro, enerji maliyetlerindeki art\u0131\u015f\u0131n, d\u0131\u015far\u0131dan enerji ithalat\u0131na ba\u011f\u0131ml\u0131l\u0131k nedeniyle Euro B\u00f6lgesi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc bozma riskiyle bask\u0131 alt\u0131nda kald\u0131.\n\nABD\u2019de piyasa, CME FedWatch\u2019e g\u00f6re Aral\u0131k\u2019a kadar Fed\u2019in toplam 25-30 baz puan (faizde 0,25-0,30 puan) indirim yapmas\u0131n\u0131 fiyatl\u0131yor; bu, sava\u015f \u00f6ncesindeki 50 baz puan\u0131n \u00fczerindeki beklentiden daha d\u00fc\u015f\u00fck. Dikkat, enflasyonun %2 hedefinin \u00fczerinde kalmas\u0131 nedeniyle Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak PCE Fiyat Endeksi\u2019ne (Ki\u015fisel T\u00fcketim Harcamalar\u0131 fiyatlar\u0131; Fed\u2019in \u00f6nem verdi\u011fi enflasyon g\u00f6stergesi) \u00e7evrildi.\n\n<h3>Jeopolitik Etkinin \u00d6tesindeki Etkenler<\/h3>\n2025\u2019teki ABD-\u0130ran gerilimi d\u00f6neminde, riskten ka\u00e7\u0131\u015fla (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klardan \u00e7\u0131k\u0131p dolara y\u00f6nelmesi) dolarda klasik bir y\u00fckseli\u015f g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Bug\u00fcn ise jeopolitik \u201crisk primi\u201dnin (sava\u015f\/kriz gibi risklerin fiyatlara ekledi\u011fi pay) etkisi zay\u0131flad\u0131; piyasay\u0131 daha \u00e7ok ABD ile Euro B\u00f6lgesi aras\u0131ndaki ekonomi fark\u0131n\u0131n a\u00e7\u0131lmas\u0131 y\u00f6nlendiriyor. \u00d6n\u00fcm\u00fczdeki haftalarda pozisyonlanmada (yat\u0131r\u0131m y\u00f6n\u00fc belirlemede) as\u0131l odak bu temel ayr\u0131\u015fma.\n\n2025\u2019teki \u00e7at\u0131\u015fman\u0131n tetikledi\u011fi enerji fiyat \u015fokunun Euro B\u00f6lgesi ekonomisine ABD\u2019ye k\u0131yasla daha kal\u0131c\u0131 zarar verdi\u011fi g\u00f6r\u00fcl\u00fcyor. \u00d6rne\u011fin 2025\u2019in son \u00e7eyre\u011finde Euro B\u00f6lgesi GSYH b\u00fcy\u00fcmesi (ekonominin toplam \u00fcretim art\u0131\u015f\u0131) sadece %0,1 olurken, Almanya\u2019da sanayi sipari\u015fleri 2026 ba\u015f\u0131na kadar zay\u0131f seyrini s\u00fcrd\u00fcrd\u00fc. Bu k\u0131r\u0131lganl\u0131k, ECB \u00fczerinde y\u0131l\u0131n ilerleyen d\u00f6neminde para politikas\u0131n\u0131 gev\u015fetmesi (faiz indirimine y\u00f6nelmesi) bask\u0131s\u0131 yarat\u0131yor.\n\nABD ekonomisi ise g\u00fc\u00e7l\u00fc kalmaya devam etti. \u015eubat 2026 Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (NFP, tar\u0131m d\u0131\u015f\u0131 sekt\u00f6rdeki yeni i\u015f say\u0131s\u0131) verisi 220 bin art\u0131\u015fla sa\u011flam bir tabloya i\u015faret etti. \u00c7ekirdek enflasyon (dalgal\u0131 kalemler hari\u00e7 daha kal\u0131c\u0131 enflasyon), PCE endeksiyle \u00f6l\u00e7\u00fcld\u00fc\u011f\u00fcnde yakla\u015f\u0131k %2,8\u2019de \u201cyap\u0131\u015fkan\u201d kald\u0131; bu da Fed\u2019in k\u0131sa vadede faiz indirmesi i\u00e7in g\u00fc\u00e7l\u00fc bir gerek\u00e7e b\u0131rakm\u0131yor. Fed\u2019in s\u0131k\u0131 duru\u015funu korumas\u0131, ECB\u2019nin ise daha g\u00fcvercin (faiz indirimi e\u011filimli) bir \u00e7izgiye yakla\u015fmas\u0131, dolar lehine g\u00fc\u00e7l\u00fc bir destek olu\u015fturuyor.\n\nBu g\u00f6r\u00fcn\u00fcmde yat\u0131r\u0131mc\u0131lar, EUR\/USD\u2019de s\u00fcren zay\u0131fl\u0131ktan faydalanmaya y\u00f6nelik stratejileri de\u011ferlendirebilir. Paritede 1 ayl\u0131k z\u0131mni oynakl\u0131k (opsiyon fiyatlar\u0131ndan hesaplanan beklenen dalgalanma) yakla\u015f\u0131k %6,2 ile d\u00fc\u015f\u00fck; bu da opsiyon fiyatlar\u0131n\u0131 (prim; opsiyonu sat\u0131n alma maliyeti) g\u00f6rece ucuz k\u0131l\u0131yor. Bu ortamda EUR\/USD put opsiyonu (d\u00fc\u015f\u00fc\u015f y\u00f6n\u00fcnde kazan\u00e7 sa\u011flayan opsiyon) almak, 1,0700 alt\u0131n\u0131 hedefleyen olas\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 pozisyon almak i\u00e7in tercih edilebilir.\n\nBir ba\u015fka y\u00f6ntem de maliyeti azaltmak ve riski netle\u015ftirmek i\u00e7in opsiyon spread\u2019leri kullanmakt\u0131r. Ay\u0131 put spread\u2019i (d\u00fc\u015f\u00fc\u015f beklentisiyle yap\u0131lan strateji), bir put opsiyonu al\u0131p daha d\u00fc\u015f\u00fck kullan\u0131m fiyatl\u0131 (strike; opsiyonun i\u015flem fiyat\u0131) ba\u015fka bir put opsiyonu satmay\u0131 i\u00e7erir. Bu sayede yat\u0131r\u0131mc\u0131, EUR\/USD\u2019de s\u0131n\u0131rl\u0131 bir d\u00fc\u015f\u00fc\u015ften yararlan\u0131rken \u00f6denen primi d\u00fc\u015f\u00fcr\u00fcr ve olas\u0131 k\u00e2r\/zarar aral\u0131\u011f\u0131n\u0131 daha belirgin hale getirir.\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>EUR\/USD\u2019de sat\u0131\u015f bask\u0131s\u0131 s\u00fcr\u00fcyor: ABD-\u0130ran gerilimi, H\u00fcrm\u00fcz riskleri ve g\u00fc\u00e7l\u00fc ABD verileri dolar\u0131 destekledi. Petrol enflasyon kayg\u0131s\u0131n\u0131 art\u0131r\u0131rken, Fed\u2019in s\u0131k\u0131 duru\u015fu\/ECB\u2019nin g\u00fcvercinle\u015fmesi euroyu zorluyor; put 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-30215","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\/30215","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=30215"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30215\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}