{"id":30595,"date":"2026-03-18T08:05:26","date_gmt":"2026-03-18T08:05:26","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/yatirimcilar-fed-ve-kanada-merkez-bankasi-kararlari-oncesinde-temkinli-kalarak-usd-cadyi-13690-civarinda-tutuyor\/"},"modified":"2026-03-18T08:05:26","modified_gmt":"2026-03-18T08:05:26","slug":"yatirimcilar-fed-ve-kanada-merkez-bankasi-kararlari-oncesinde-temkinli-kalarak-usd-cadyi-13690-civarinda-tutuyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/yatirimcilar-fed-ve-kanada-merkez-bankasi-kararlari-oncesinde-temkinli-kalarak-usd-cadyi-13690-civarinda-tutuyor\/","title":{"rendered":"Yat\u0131r\u0131mc\u0131lar, Fed ve Kanada Merkez Bankas\u0131 kararlar\u0131 \u00f6ncesinde temkinli kalarak USD\/CAD\u2019yi 1,3690 civar\u0131nda tutuyor"},"content":{"rendered":"USD\/CAD, \u00c7ar\u015famba Asya i\u015flemlerinde \u00f6nceki seansta g\u00f6r\u00fclen s\u0131n\u0131rl\u0131 y\u00fckseli\u015fin ard\u0131ndan 1,3690 civar\u0131nda yatay seyretti. Yat\u0131r\u0131mc\u0131lar, g\u00fcn\u00fcn ilerleyen saatlerinde ABD Merkez Bankas\u0131 (Fed) ve Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) para politikas\u0131 kararlar\u0131 \u00f6ncesinde temkinli.\n\nPiyasalar, CME FedWatch Tool\u2019a g\u00f6re Fed\u2019in Mart toplant\u0131s\u0131nda politika faizini (Fed\u2019in y\u00f6nlendirdi\u011fi k\u0131sa vadeli faiz) %3,50\u2013%3,75 aral\u0131\u011f\u0131nda sabit tutmas\u0131n\u0131 bekliyor. Odak, Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n y\u00f6nlendirmesinde; \u00f6zellikle petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n, ekonomik ve jeopolitik belirsizlik ortam\u0131nda politika g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc nas\u0131l etkileyebilece\u011fi izleniyor.\n\n

Kanada Merkez Bankas\u0131 Faiz Beklentileri<\/h3>\nKanada taraf\u0131nda Rabobank, BoC\u2019nin toplant\u0131da gecelik faiz oran\u0131n\u0131 (bankalar\u0131n bir geceli\u011fine uygulad\u0131\u011f\u0131 temel k\u0131sa vadeli faiz) %2,25\u2019te sabit tutmas\u0131n\u0131 ve y\u0131l sonuna kadar bu seviyede korumas\u0131n\u0131 bekliyor. Bu beklenti Bloomberg anketi ortalamas\u0131yla uyumlu ve piyasada b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlanm\u0131\u015f durumda. Buna ra\u011fmen enflasyonun s\u00fcrmesi (fiyat art\u0131\u015flar\u0131n\u0131n devam etmesi) ve b\u00fcy\u00fcmenin yava\u015flamas\u0131 izlenirken, piyasada s\u0131n\u0131rl\u0131 da olsa olas\u0131 bir faiz art\u0131\u015f\u0131 ihtimali de fiyatlara giriyor.\n\nParite, Kanada Dolar\u0131\u2019n\u0131n daha zay\u0131f petrol fiyatlar\u0131 nedeniyle bask\u0131 g\u00f6rmesiyle destek bulabilir; WTI (ABD ham petrol\u00fc i\u00e7in referans fiyat) varil ba\u015f\u0131na 94,00 dolar civar\u0131nda. Petrol, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki gerilim artarsa yeniden destek bulabilir. ABD\u2019nin \u0130ran k\u0131y\u0131 b\u00f6lgelerine y\u00f6nelik sald\u0131r\u0131lar bildirdi\u011fi, ayr\u0131ca \u0130srail\u2019in Ali Larijani ve Besic (\u0130ran\u2019daki paramiliter g\u00fc\u00e7) \u015fefi Gholamreza Soleimani\u2019nin \u00f6ld\u00fcr\u00fcld\u00fc\u011f\u00fc sald\u0131r\u0131lar\u0131 \u00fcstlendi\u011fine dair haberler de g\u00fcndemde.\n\n

Politika Ayr\u0131\u015fmas\u0131n\u0131n \u0130\u015flemlere Etkisi<\/h3>\nBuna kar\u015f\u0131l\u0131k, politika faizi %3,50 olan BoC farkl\u0131 bir tabloyla kar\u015f\u0131 kar\u015f\u0131ya. Kanada\u2019da son T\u00dcFE (T\u00fcketici Fiyat Endeksi; t\u00fcketicinin \u00f6dedi\u011fi fiyatlar\u0131n genel g\u00f6stergesi) verisi %2,9 ile d\u00fc\u015f\u00fc\u015f e\u011filimini s\u00fcrd\u00fcrd\u00fc ve bankan\u0131n hedef aral\u0131\u011f\u0131 i\u00e7inde kald\u0131. Ayr\u0131ca son konut ba\u015flang\u0131\u00e7lar\u0131 verisi (in\u015faat\u0131na ba\u015flanan konut say\u0131s\u0131; konut piyasas\u0131 canl\u0131l\u0131\u011f\u0131n\u0131 g\u00f6sterir) belirgin bir gerilemeye i\u015faret etti. Bu zay\u0131fl\u0131k, BoC\u2019nin Fed\u2019den \u00f6nce faiz indirimini (para politikas\u0131n\u0131 gev\u015fetmeyi) g\u00fcndeme alabilece\u011fi beklentisini g\u00fc\u00e7lendirerek Kanada Dolar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratabilir.\n\nPetrol piyasas\u0131 dinami\u011fi de de\u011fi\u015fti. Bug\u00fcn WTI ham petrol\u00fc, ABD Enerji Enformasyon \u0130daresi\u2019nin (EIA; ABD\u2019nin resmi enerji veri kurumu) son raporunda ABD stoklar\u0131nda beklenmedik art\u0131\u015f g\u00f6r\u00fclmesiyle varil ba\u015f\u0131na 85 dolar civar\u0131na geriledi. Stok art\u0131\u015f\u0131 genelde \u201carz\u0131n artt\u0131\u011f\u0131\u201d anlam\u0131na geldi\u011fi i\u00e7in fiyatlar\u0131 a\u015fa\u011f\u0131 \u00e7eker. Petrol\u00fcn g\u00f6rece zay\u0131f kalmas\u0131, Kanada Dolar\u0131\u2019n\u0131n (piyasalarda \u201cloonie\u201d olarak da an\u0131l\u0131r) \u00f6nemli bir destek unsurunu azalt\u0131yor.\n\nBu ortamda t\u00fcrev \u00fcr\u00fcn kullanan yat\u0131r\u0131mc\u0131lar, USD\/CAD\u2019de olas\u0131 y\u00fckseli\u015ften faydalanacak pozisyonlar\u0131 de\u011ferlendirebilir. USD\/CAD al\u0131m (call) opsiyonlar\u0131 (belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) ile yukar\u0131 y\u00f6nl\u00fc hareketten yararlanmak ve riski ba\u015ftan s\u0131n\u0131rlamak m\u00fcmk\u00fcn. Z\u0131mni oynakl\u0131k (implied volatility; opsiyon fiyat\u0131na yans\u0131yan beklenen dalgalanma) yakla\u015fan merkez bankas\u0131 toplant\u0131lar\u0131 \u00f6ncesinde artabilece\u011finden, zamanlama kritik.\n\nBir di\u011fer y\u00f6ntem, bo\u011fa al\u0131m spread\u2019i (bull call spread; bir call al\u0131p daha y\u00fcksek fiyattan ba\u015fka bir call satarak maliyeti d\u00fc\u015f\u00fcren strateji) kullanarak y\u00fckseli\u015f beklentisinin maliyetini azaltmakt\u0131r. ABD ile Kanada aras\u0131ndaki faiz fark\u0131n\u0131n 125 baz puan\u0131n (1 baz puan = %0,01) \u00fczerine \u00e7\u0131kmas\u0131 bu i\u015flem i\u00e7in temel bir destek unsurudur. Bu \u201cfaiz fark\u0131 getirisi\u201d (carry; y\u00fcksek faizli para birimini avantajl\u0131 k\u0131lan getiri) orta vadede USD\u2019nin CAD kar\u015f\u0131s\u0131nda ta\u015f\u0131nmas\u0131n\u0131 daha cazip hale getirebilir.\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":"

Fed ve BoC kararlar\u0131 \u00f6ncesi USD\/CAD 1,3690\u2019da beklemede: Powell mesajlar\u0131 ve BoC\u2019nin erken indirim ihtimali izleniyor. Zay\u0131f petrol\/CAD bask\u0131s\u0131, carry ve opsiyonlarla yukar\u0131 senaryoyu g\u00fc\u00e7lendiriyor.<\/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-30595","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\/30595","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=30595"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30595\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}