{"id":30483,"date":"2026-03-17T06:08:34","date_gmt":"2026-03-17T06:08:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/trump-iran-catismasi-ortaminda-xi-ile-pekin-gorusmesinin-yaklasik-bir-ay-ertelenmesini-istedigini-soyledi\/"},"modified":"2026-03-17T06:08:34","modified_gmt":"2026-03-17T06:08:34","slug":"trump-iran-catismasi-ortaminda-xi-ile-pekin-gorusmesinin-yaklasik-bir-ay-ertelenmesini-istedigini-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/trump-iran-catismasi-ortaminda-xi-ile-pekin-gorusmesinin-yaklasik-bir-ay-ertelenmesini-istedigini-soyledi\/","title":{"rendered":"Trump, \u0130ran \u00e7at\u0131\u015fmas\u0131 ortam\u0131nda Xi ile Pekin g\u00f6r\u00fc\u015fmesinin yakla\u015f\u0131k bir ay ertelenmesini istedi\u011fini s\u00f6yledi"},"content":{"rendered":"ABD Ba\u015fkan\u0131 Donald Trump, CNBC\u2019ye g\u00f6re ABD\u2019nin Pekin\u2019de \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping ile planlanan g\u00f6r\u00fc\u015fmesini \u201cbir ay kadar\u201d ertelemek istedi\u011fini s\u00f6yledi. De\u011fi\u015fikli\u011fi \u0130ran\u2019la s\u00fcren sava\u015fa ba\u011flad\u0131.\n\nTrump, daha \u00f6nce planland\u0131\u011f\u0131 gibi mart sonu \u00c7in\u2019e gidip gitmeyece\u011fini bilmedi\u011fini s\u00f6yledi. Sava\u015f nedeniyle ABD\u2019de kalmak istedi\u011fini, ertelemenin s\u0131n\u0131rl\u0131 olaca\u011f\u0131n\u0131 belirtti.\n\n<h3>Ticaret Sava\u015f\u0131 Tan\u0131m\u0131<\/h3>\nTicaret sava\u015f\u0131; \u00fclkelerin birbirine kar\u015f\u0131 korumac\u0131 ad\u0131mlarla (\u00f6rne\u011fin g\u00fcmr\u00fck vergisi gibi) ticareti zorla\u015ft\u0131rd\u0131\u011f\u0131 ekonomik \u00e7at\u0131\u015fmad\u0131r. G\u00fcmr\u00fck vergisi, ithal \u00fcr\u00fcnlere ek vergi konmas\u0131d\u0131r; bu da ithalat maliyetini ve sonu\u00e7ta t\u00fcketicinin ya\u015fam maliyetini art\u0131rabilir.\n\nABD-\u00c7in ticaret gerilimi, ABD\u2019nin \u201chaks\u0131z uygulamalar\u201d ve fikri m\u00fclkiyet h\u0131rs\u0131zl\u0131\u011f\u0131 (patent, marka ve telif gibi haklar\u0131n izinsiz kullan\u0131lmas\u0131) iddialar\u0131yla \u00c7in\u2019e ticaret engelleri getirmesi sonras\u0131 2018\u2019in ba\u015f\u0131nda ba\u015flad\u0131. \u00c7in de otomobil ve soya fasulyesi dahil ABD \u00fcr\u00fcnlerine g\u00fcmr\u00fck vergileriyle kar\u015f\u0131l\u0131k verdi.\n\n\u0130ki \u00fclke Ocak 2020\u2019de ABD-\u00c7in \u201cFaz Bir\u201d (Phase One) ticaret anla\u015fmas\u0131n\u0131 imzalad\u0131. Anla\u015fma, \u00c7in\u2019in ekonomi ve ticaret sisteminde yap\u0131sal reformlar (kurallarda ve i\u015fleyi\u015fte kal\u0131c\u0131 de\u011fi\u015fiklikler) ve ba\u015fka d\u00fczenlemeler \u00f6ng\u00f6r\u00fcyordu; ancak Koronavir\u00fcs salg\u0131n\u0131 dikkatleri bu anla\u015fmazl\u0131ktan uzakla\u015ft\u0131rd\u0131.\n\nBa\u015fkan Joe Biden g\u00f6reve geldikten sonra tarifeleri (g\u00fcmr\u00fck vergilerini) y\u00fcr\u00fcrl\u00fckte tuttu ve ek vergiler getirdi. 2024 kampanyas\u0131nda Trump \u00c7in\u2019e %60 g\u00fcmr\u00fck vergisi s\u00f6z\u00fc verdi ve 20 Ocak 2025\u2019te uygulamaya koyarak gerilimi yeniden art\u0131rd\u0131.\n\n<h3>Piyasa Oynakl\u0131\u011f\u0131 G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\nGeriye d\u00f6n\u00fcp bakt\u0131\u011f\u0131m\u0131zda, 2025\u2019in ba\u015f\u0131ndaki geli\u015fmelerin piyasalarda i\u015flem yapanlar i\u00e7in belirgin bir istikrars\u0131zl\u0131k yaratt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. \u00c7in\u2019e %60 g\u00fcmr\u00fck vergileri ve \u0130ran\u2019da yeni bir sava\u015f\u0131n birlikte etkisiyle CBOE Oynakl\u0131k Endeksi (VIX) y\u00fckseldi. VIX, S&#038;P 500 gibi hisse endekslerinde beklenen dalgalanmay\u0131 \u00f6l\u00e7en g\u00f6stergedir; Mart 2025\u2019te k\u0131sa s\u00fcreli\u011fine 28\u2019in \u00fczerine \u00e7\u0131kt\u0131. Bu uzun belirsizlik d\u00f6nemi, hisse endeksi opsiyonlar\u0131nda \u201cima edilen oynakl\u0131k\u201d (opsiyon fiyatlar\u0131na yans\u0131yan gelecekteki dalgalanma beklentisi) i\u00e7in daha y\u00fcksek bir yeni taban olu\u015fturdu.\n\nD\u00f6viz piyasas\u0131 beklenildi\u011fi gibi \u201cg\u00fcvenli limana ka\u00e7\u0131\u015f\u201d ya\u015fad\u0131; bu s\u00fcre\u00e7 ABD dolar\u0131n\u0131 destekler. Offshore yuan (CNH; \u00c7in yuan\u0131n\u0131n \u00fclke d\u0131\u015f\u0131nda i\u015flem g\u00f6ren versiyonu) ge\u00e7en y\u0131l dolar kar\u015f\u0131s\u0131nda sert zay\u0131flad\u0131; USD\/CNH paritesi (1 dolar\u0131n ka\u00e7 CNH etti\u011fini g\u00f6steren kur) sermaye \u00e7\u0131k\u0131\u015flar\u0131yla 7,9 seviyesini ilk kez a\u015ft\u0131. Ticaret ili\u015fkileri d\u00fczelmezse, yuan\u0131n daha fazla de\u011fer kayb\u0131 ihtimaline kar\u015f\u0131 pozisyonlar\u0131n opsiyonlarla korunmas\u0131 (hedge; riski azaltmaya y\u00f6nelik i\u015flem) gerekti\u011fi belirtiliyor.\n\nEmtia taraf\u0131nda farkl\u0131 y\u00f6nl\u00fc hareketler g\u00f6r\u00fcld\u00fc ve bu da ayr\u0131 f\u0131rsatlar yaratt\u0131. Ge\u00e7en y\u0131lki \u00e7at\u0131\u015fmada oldu\u011fu gibi, Brent petrol vadeli i\u015flemleri (futures; ileri tarihte teslim i\u00e7in bug\u00fcnden fiyat\u0131 belirlenen s\u00f6zle\u015fmeler) H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan arz\u0131n aksayabilece\u011fi endi\u015fesiyle k\u0131sa s\u00fcreli\u011fine varil ba\u015f\u0131na 115 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Buna kar\u015f\u0131l\u0131k tar\u0131m emtialar\u0131, \u00f6zellikle soya fasulyesi vadeli i\u015flemleri, bask\u0131 alt\u0131nda kalmay\u0131 s\u00fcrd\u00fcrd\u00fc; bu g\u00f6r\u00fcn\u00fcm 2018 ticaret anla\u015fmazl\u0131\u011f\u0131 d\u00f6nemindeki fiyat hareketlerini hat\u0131rlat\u0131yor.\n\nBu tarifelerin etkisi art\u0131k enflasyon verilerinde daha net g\u00f6r\u00fcl\u00fcyor ve bu da ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) politikas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor. \u015eubat 2026 i\u00e7in a\u00e7\u0131klanan son T\u00dcFE (CPI; t\u00fcketici fiyat endeksi) %3,4 ile inat\u00e7\u0131 bi\u00e7imde y\u00fcksek kald\u0131; bu seviye %2 hedefinin \u00fczerinde oldu\u011fu i\u00e7in Fed\u2019in faiz indirme alan\u0131n\u0131 daralt\u0131yor. Bu ortam, faizlere duyarl\u0131 sekt\u00f6rlerde (faiz art\u0131nca genelde olumsuz etkilenen alanlar) erken bir y\u00fckseli\u015f ihtimalinin d\u00fc\u015f\u00fck oldu\u011funa i\u015faret ediyor. Bu nedenle, \u201ccall opsiyonu satmak\u201d (al\u0131m opsiyonu sat\u0131\u015f\u0131; prim geliri elde edip y\u00fckseli\u015fi s\u0131n\u0131rl\u0131 g\u00f6r\u00fclen senaryoya oynama) gibi stratejiler \u00f6ne \u00e7\u0131k\u0131yor.\n\nJeopolitik gerginlikler s\u00fcrd\u00fc\u011f\u00fc i\u00e7in, piyasalarda ani sert hareketlere kar\u015f\u0131 koruma almak \u00f6nemini koruyor. Put opsiyonu (sat\u0131m opsiyonu; fiyat d\u00fc\u015ferse de\u011fer kazanan) gibi \u00fcr\u00fcnlerde uzun vadeli pozisyon ta\u015f\u0131mak, tarifelerden etkilenen \u00e7ok uluslu sanayi \u015firketleri i\u00e7in daha temkinli bir yakla\u015f\u0131m olabilir. VIX call opsiyonlar\u0131 da, t\u00fcm portf\u00f6y\u00fc yeni bir gerilim art\u0131\u015f\u0131na kar\u015f\u0131 korumak i\u00e7in g\u00f6rece d\u00fc\u015f\u00fck maliyetli bir y\u00f6ntem olarak g\u00f6r\u00fcl\u00fcyor.\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>Trump\u2019tan piyasalar\u0131 sarsan mesaj: \u015ei ile Pekin zirvesi \u0130ran sava\u015f\u0131 nedeniyle \u201cyakla\u015f\u0131k bir ay\u201d \u00f6telenebilir. %60 tarife gerilimi VIX\u2019i s\u0131\u00e7ratt\u0131, USD\/CNH 7,9\u2019u a\u015ft\u0131; petrol y\u00fckseldi, T\u00dcFE %3,4 bask\u0131s\u0131 s\u00fcr\u00fcyor.<\/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-30483","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\/30483","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=30483"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30483\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}