{"id":30896,"date":"2026-03-23T04:01:58","date_gmt":"2026-03-23T04:01:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/asya-seansinda-aud-jpy-11170-civarinda-seyrediyor-jeopolitik-gerilimlerin-baskisi-altinda-ancak-kayiplarinin-bir-kismini-telafi-ediyor\/"},"modified":"2026-03-23T04:01:58","modified_gmt":"2026-03-23T04:01:58","slug":"asya-seansinda-aud-jpy-11170-civarinda-seyrediyor-jeopolitik-gerilimlerin-baskisi-altinda-ancak-kayiplarinin-bir-kismini-telafi-ediyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/asya-seansinda-aud-jpy-11170-civarinda-seyrediyor-jeopolitik-gerilimlerin-baskisi-altinda-ancak-kayiplarinin-bir-kismini-telafi-ediyor\/","title":{"rendered":"Asya seans\u0131nda AUD\/JPY 111,70 civar\u0131nda seyrediyor; jeopolitik gerilimlerin bask\u0131s\u0131 alt\u0131nda, ancak kay\u0131plar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 telafi ediyor"},"content":{"rendered":"AUD\/JPY, pazartesi Asya saatlerinde 111,70 civar\u0131nda i\u015flem g\u00f6rd\u00fc. G\u00fcn genelinde h\u00e2l\u00e2 ekside olsa da \u00f6nceki kay\u0131plar\u0131n\u0131 azaltarak 111,50\u2019nin \u00fczerinde tutundu. Parite, riskten ka\u00e7\u0131\u015f\u0131n artmas\u0131yla Avustralya Dolar\u0131\u2019n\u0131n (AUD) zay\u0131flamas\u0131 nedeniyle bask\u0131 g\u00f6rd\u00fc.\n\nOrta Do\u011fu\u2019daki gerilim, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7mas\u0131 i\u00e7in 48 saat s\u00fcre vermesi ve aksi halde enerji altyap\u0131s\u0131na zarar riski oldu\u011fu uyar\u0131s\u0131yla y\u00fckseldi. \u0130ran Devrim Muhaf\u0131zlar\u0131, ABD ad\u0131m atarsa bo\u011faz\u0131 tamamen kapataca\u011f\u0131n\u0131 s\u00f6yledi. Jerusalem Post ise Washington\u2019un Kharg Adas\u0131\u2019n\u0131 ele ge\u00e7irmek i\u00e7in kara harek\u00e2t\u0131n\u0131 de\u011ferlendirdi\u011fini yazd\u0131.\n\n<h3>Avustralya Enflasyonu Odakta<\/h3>\nPiyasalar, \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak Avustralya enflasyon verisini izliyor. Man\u015fet enflasyonun (genel enflasyon) \u015fubatta y\u0131ll\u0131k bazda %3,8\u2019de kalmas\u0131 bekleniyor. Bu beklenti, Avustralya Merkez Bankas\u0131\u2019n\u0131n (RBA) politika faizini (nakit faiz oran\u0131; bankalar aras\u0131 gecelik faiz hedefi) 4,1\u2019e y\u00fckseltti\u011fi ve az farkla al\u0131nan kararla 2023 ortas\u0131ndan bu yana ilk kez \u00fcst \u00fcste iki faiz art\u0131r\u0131m\u0131 yapt\u0131\u011f\u0131 d\u00f6nemin ard\u0131ndan geliyor.\n\nJapon Yeni (JPY), petrol fiyatlar\u0131ndaki art\u0131\u015f ve enflasyon endi\u015feleriyle g\u00fc\u00e7lenirse parite \u00fczerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 s\u00fcrebilir. Japonya Merkez Bankas\u0131 (BoJ) ge\u00e7en hafta faizi sabit tuttu ancak daha fazla s\u0131k\u0131la\u015fma (faiz art\u0131r\u0131m\u0131 veya para politikas\u0131n\u0131 daha k\u0131s\u0131tlay\u0131c\u0131 h\u00e2le getirme) sinyali verdi. Ayr\u0131ca, sert kur hareketlerini s\u0131n\u0131rlamak i\u00e7in Japonya\u2019n\u0131n d\u00f6viz piyasas\u0131na m\u00fcdahale edebilece\u011fi konu\u015fuluyor.\n\n\u201cRisk-on\u201d, yat\u0131r\u0131mc\u0131lar\u0131n daha riskli varl\u0131klara talebinin artt\u0131\u011f\u0131 d\u00f6nemi; \u201crisk-off\u201d ise daha g\u00fcvenli varl\u0131klara talebin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 d\u00f6nemi ifade eder. Riskten ka\u00e7\u0131\u015f d\u00f6nemlerinde tahviller, alt\u0131n, ABD Dolar\u0131, Japon Yeni ve \u0130svi\u00e7re Frang\u0131 genelde destek bulurken; risk i\u015ftah\u0131n\u0131n artt\u0131\u011f\u0131 d\u00f6nemlerde hisse senetleri, bir\u00e7ok emtia ve AUD, CAD, NZD gibi para birimleri daha olumlu etkilenir.\n\n<h3>Bir Sonraki Hamlenin S\u00fcr\u00fcc\u00fcleri<\/h3>\nAvustralya enflasyonu oda\u011f\u0131, man\u015fet oran\u0131n bir y\u0131l \u00f6nce %3,8 oldu\u011fu d\u00f6nemdeki gibi kritik. \u015eubat 2026 verisi, enflasyonun beklenti d\u0131\u015f\u0131 \u015fekilde %3,6\u2019da diren\u00e7li kald\u0131\u011f\u0131n\u0131 g\u00f6stererek RBA\u2019n\u0131n mevcut %4,35 politika faizinden faiz art\u0131r\u0131mlar\u0131n\u0131 bitirmemi\u015f olabilece\u011fi beklentilerini g\u00fc\u00e7lendirdi. Buna kar\u015f\u0131n, demir cevheri fiyatlar\u0131ndaki son zay\u0131flama bu g\u00f6r\u00fcn\u00fcm\u00fc dengeliyor. \u00c7in\u2019in sanayi talebine ili\u015fkin endi\u015felerle fiyatlar ton ba\u015f\u0131na 110 dolar\u0131n alt\u0131na geriledi.\n\nParitenin di\u011fer taraf\u0131nda BoJ\u2019un duru\u015fu, ge\u00e7en y\u0131l daha fazla s\u0131k\u0131la\u015fmaya haz\u0131r oldu\u011funa i\u015faret etmesinden bu yana belirgin bi\u00e7imde de\u011fi\u015fti. 2024\u2019te negatif faizi (politika faizinin s\u0131f\u0131r\u0131n alt\u0131na inmesi) sonland\u0131ran BoJ, \u015fimdi yava\u015f ama net bir s\u0131k\u0131la\u015fma patikas\u0131nda. Piyasalar y\u0131l sonuna kadar en az bir faiz art\u0131r\u0131m\u0131n\u0131 fiyatl\u0131yor. Di\u011fer merkez bankalar\u0131yla para politikalar\u0131n\u0131n birbirine yakla\u015fmas\u0131, daha \u00f6nce g\u00f6r\u00fclmeyen \u015fekilde Yen i\u00e7in temel bir destek unsuruna d\u00f6n\u00fc\u015ft\u00fc.\n\nArtan jeopolitik risk ve Yen\u2019in g\u00fc\u00e7lenme ihtimali nedeniyle, t\u00fcrev piyasa yat\u0131r\u0131mc\u0131lar\u0131n\u0131n (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7larla i\u015flem yapanlar) AUD\/JPY\u2019de sat\u0131m opsiyonu (put option; belirli fiyattan satma hakk\u0131) almay\u0131 de\u011ferlendirmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu strateji, paritede olas\u0131 d\u00fc\u015f\u00fc\u015ften faydalanmay\u0131 sa\u011flarken, azami zarar\u0131 \u00f6denen primle (opsiyonun pe\u015fin maliyeti) s\u0131n\u0131rlar. Oynakl\u0131k (fiyat dalgalanmas\u0131) art\u0131yor; opsiyon ta\u015f\u0131mak, AUD\u2019nin zay\u0131flamas\u0131 veya JPY\u2019nin g\u00fc\u00e7lenmesi kaynakl\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlere maruz kalma imk\u00e2n\u0131 verir.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b>\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>H\u00fcrm\u00fcz gerilimi riskten ka\u00e7\u0131\u015f\u0131 tetikledi: AUD\/JPY 111,70\u2019te bask\u0131 alt\u0131nda, 111,50 \u00fcst\u00fcnde tutundu. \u00c7ar\u015famba Avustralya enflasyonu ve BoJ s\u0131k\u0131la\u015fmas\u0131 izlenecek; d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 put opsiyonu \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-30896","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\/30896","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=30896"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30896\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30896"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30896"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30896"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}