{"id":30707,"date":"2026-03-19T10:04:36","date_gmt":"2026-03-19T10:04:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ocak-ayinda-sona-eren-uc-aylik-donemde-birlesik-krallikta-istihdam-84-bin-artti-onceki-52-binlik-tahmini-asti\/"},"modified":"2026-03-19T10:04:36","modified_gmt":"2026-03-19T10:04:36","slug":"ocak-ayinda-sona-eren-uc-aylik-donemde-birlesik-krallikta-istihdam-84-bin-artti-onceki-52-binlik-tahmini-asti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ocak-ayinda-sona-eren-uc-aylik-donemde-birlesik-krallikta-istihdam-84-bin-artti-onceki-52-binlik-tahmini-asti\/","title":{"rendered":"Ocak ay\u0131nda sona eren \u00fc\u00e7 ayl\u0131k d\u00f6nemde Birle\u015fik Krall\u0131k\u2019ta istihdam 84 bin artt\u0131; \u00f6nceki 52 binlik tahmini a\u015ft\u0131"},"content":{"rendered":"Birle\u015fik Krall\u0131k\u2019ta \u00fc\u00e7 ayl\u0131k istihdam art\u0131\u015f\u0131 Ocak\u2019ta 84 bin oldu. \u00d6nceki d\u00f6nemde bu art\u0131\u015f 52 bindi.\n\nOcak istihdam verisi, Birle\u015fik Krall\u0131k\u2019ta i\u015f art\u0131\u015f\u0131n\u0131n 84 bine h\u0131zland\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu seviye, \u00f6nceki d\u00f6nemin ve piyasa beklentilerinin belirgin \u015fekilde \u00fczerinde. Bu beklenmedik g\u00fc\u00e7, i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n (\u00e7al\u0131\u015fan bulma ve i\u015f bulman\u0131n zorlu\u011funu g\u00f6steren genel piyasa dengesi) d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fczden daha s\u0131k\u0131 oldu\u011funu i\u015faret ediyor. Bu durum, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) yakla\u015fan toplant\u0131larda faizlerde \u201cg\u00fcvercin\u201d duru\u015funu (faiz indirimi e\u011filimi) yeniden de\u011ferlendirmesi y\u00f6n\u00fcnde bask\u0131 yarat\u0131yor.\n\n<h3>Enflasyon Art\u0131\u015f\u0131 Ve Politika G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\nG\u00fc\u00e7l\u00fc istihdam art\u0131\u015f\u0131, \u015eubat enflasyon verisinin %3,1 gelmesiyle birlikte Birle\u015fik Krall\u0131k ekonomisi i\u00e7in daha enflasyonist (fiyat art\u0131\u015flar\u0131n\u0131n daha kal\u0131c\u0131 olabilece\u011fi) bir tablo \u00e7iziyor. Bu g\u00f6r\u00fcn\u00fcm, ge\u00e7en hafta a\u00e7\u0131klanan ve Ocak\u2019ta GSYH\u2019nin %0,2 artt\u0131\u011f\u0131n\u0131 g\u00f6steren verilerle de destekleniyor. Bu, 2025\u2019in b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde g\u00f6r\u00fclen ve resesyon (ekonomik daralma) endi\u015felerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, piyasada birden fazla faiz indiriminin fiyatland\u0131\u011f\u0131 d\u00f6nemden belirgin bir de\u011fi\u015fim.\n\nFaiz piyasas\u0131nda i\u015flem yapanlar i\u00e7in, SONIA vadeli i\u015flemlerinde (SONIA: sterlin gecelik faizine dayal\u0131 referans; vadeli i\u015flem: gelecekteki faiz beklentisini fiyatlayan s\u00f6zle\u015fme) sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrmesi beklenebilir. Piyasa, y\u0131l\u0131n ikinci yar\u0131s\u0131 i\u00e7in faiz indirimi ihtimalini azalt\u0131rken \u201cdaha uzun s\u00fcre y\u00fcksek faiz\u201d senaryosuna g\u00f6re pozisyon almak daha mant\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor. Aral\u0131k 2025\u2019te piyasa 2026 i\u00e7in yakla\u015f\u0131k 75 baz puan (baz puan: %0,01; 75 bp = %0,75) indirim fiyatl\u0131yordu; bu g\u00f6r\u00fc\u015f art\u0131k d\u00fc\u015f\u00fck olas\u0131l\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor.\n\nBu tablo, sterlin i\u00e7in temel bir destek sa\u011fl\u0131yor. Sterlin bu ay dolar kar\u015f\u0131s\u0131nda %1\u2019in \u00fczerinde de\u011fer kazand\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n ek de\u011ferlenme beklentisiyle \u00f6zellikle dolar ve euro kar\u015f\u0131s\u0131nda GBP al\u0131m opsiyonlar\u0131na (call opsiyonu: belirli fiyattan sat\u0131n alma hakk\u0131 veren s\u00f6zle\u015fme) talebin artmas\u0131 beklenebilir. GBP paritelerinde ima edilen oynakl\u0131\u011f\u0131n (implied volatility: opsiyon fiyatlar\u0131ndan hesaplanan beklenen dalgalanma) y\u0131l ba\u015f\u0131ndaki d\u00fc\u015f\u00fck seviyelerden yukar\u0131 y\u00f6nl\u00fc hareket etmesi olas\u0131.\n\nFTSE 100 t\u00fcrevlerinde (t\u00fcrev: fiyat\u0131 dayanak varl\u0131\u011fa ba\u011fl\u0131 \u00fcr\u00fcn) g\u00f6r\u00fcn\u00fcm daha karma\u015f\u0131k. Daha g\u00fc\u00e7l\u00fc ekonomi \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 desteklerken, daha y\u00fcksek faiz oranlar\u0131 de\u011ferlemeleri (hisse fiyatlar\u0131n\u0131n kazan\u00e7lara g\u00f6re pahal\u0131\/ucuz olmas\u0131n\u0131) bask\u0131layabilir. Yat\u0131r\u0131mc\u0131lar, genelde y\u00fcksek faiz ortam\u0131ndan fayda g\u00f6ren banka hisseleri gibi finans sekt\u00f6r\u00fc hisselerinin opsiyonlar\u0131na y\u00f6nelebilir. Bu, ge\u00e7en y\u0131l\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde kamu hizmetleri gibi daha \u201cdefansif\u201d (ekonomik dalgalanmaya daha az duyarl\u0131) sekt\u00f6rlerde g\u00f6r\u00fclen duru\u015ftan ayr\u0131\u015f\u0131yor.\n\n<h3>Faiz, D\u00f6viz ve Hisseler \u0130\u00e7in Etkiler<\/h3>\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>S\u00fcrpriz istihdam: Birle\u015fik Krall\u0131k\u2019ta \u00fc\u00e7 ayl\u0131k i\u015f art\u0131\u015f\u0131 Ocak\u2019ta 84 bine \u00e7\u0131kt\u0131. Enflasyon %3,1, GSYH %0,2. BoE\u2019nin g\u00fcvercinli\u011fi sorgulan\u0131yor; SONIA\u2019da sat\u0131\u015f, sterline destek, FTSE\u2019de kar\u0131\u015f\u0131k.<\/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-30707","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\/30707","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=30707"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30707\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}