{"id":31053,"date":"2026-03-24T19:04:17","date_gmt":"2026-03-24T19:04:17","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/orta-dogu-gerilimleri-tirmanirken-abd-dolari-hafif-guclenirken-ve-ingiltere-pmi-verisi-beklentileri-karsilamazken-gbp-usdde-satislar-hizlandi\/"},"modified":"2026-03-24T19:04:17","modified_gmt":"2026-03-24T19:04:17","slug":"orta-dogu-gerilimleri-tirmanirken-abd-dolari-hafif-guclenirken-ve-ingiltere-pmi-verisi-beklentileri-karsilamazken-gbp-usdde-satislar-hizlandi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/orta-dogu-gerilimleri-tirmanirken-abd-dolari-hafif-guclenirken-ve-ingiltere-pmi-verisi-beklentileri-karsilamazken-gbp-usdde-satislar-hizlandi\/","title":{"rendered":"Orta Do\u011fu gerilimleri t\u0131rman\u0131rken, ABD dolar\u0131 hafif g\u00fc\u00e7lenirken ve \u0130ngiltere PMI verisi beklentileri kar\u015f\u0131lamazken GBP\/USD\u2019de sat\u0131\u015flar h\u0131zland\u0131"},"content":{"rendered":"GBP\/USD, ABD Dolar\u0131\u2019n\u0131n yeniden g\u00fc\u00e7 kazanmas\u0131 ve \u0130ngiltere\u2019nin \u00f6nc\u00fc (ilk a\u00e7\u0131klanan) S&#038;P Global PMI verilerinin beklentiden zay\u0131f gelmesiyle, Pazartesi g\u00fcnk\u00fc s\u0131n\u0131rl\u0131 y\u00fckseli\u015fin ard\u0131ndan Sal\u0131 g\u00fcn\u00fc sat\u0131\u015f bask\u0131s\u0131 alt\u0131nda kald\u0131. Parite, ABD seans\u0131n\u0131n erken saatlerinde 1,3395 civar\u0131nda i\u015flem g\u00f6r\u00fcrken, ABD Dolar Endeksi 99,40 seviyesindeydi.\n\nPiyasa havas\u0131, \u0130ran\u2019daki \u00e7at\u0131\u015fmayla ba\u011flant\u0131l\u0131 riskten ka\u00e7\u0131\u015f\u0131n artmas\u0131yla da bozuldu. Wall Street Journal\u2019\u0131n haberine g\u00f6re, ABD ile ayn\u0131 \u00e7izgideki K\u00f6rfez \u00fclkeleri do\u011frudan s\u00fcrece dahil olmaya daha fazla yakla\u015ft\u0131; Suudi Arabistan\u2019\u0131n olas\u0131 bir askeri y\u00f6n de\u011fi\u015fimine i\u015faret etti\u011fi belirtildi.\n\n<h3>Orta Do\u011fu \u00c7at\u0131\u015fmas\u0131 ve Risk \u0130\u015ftah\u0131<\/h3>\n\u0130srail, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lara ara verilece\u011fini ima etmesinin ard\u0131ndan \u0130ran\u2019a bir sald\u0131r\u0131 daha d\u00fczenledi. \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Araghchi, Washington ile herhangi bir temas olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Meclis Ba\u015fkan\u0131 Mohammad Bagher Ghalibaf da Pazartesi g\u00fcn\u00fc m\u00fczakere yap\u0131lmad\u0131\u011f\u0131n\u0131 ifade etti.\n\n\u0130ngiltere PMI verileri, Mart ay\u0131nda i\u015f faaliyetlerinde yava\u015flamaya i\u015faret etti. Bile\u015fik PMI 53,7\u2019den 51,0\u2019a geriledi (beklenti 52,8). Hizmet PMI 53,9\u2019dan 51,2\u2019ye d\u00fc\u015ft\u00fc (tahmin 53,0). \u0130malat PMI 51,7\u2019den 51,4\u2019e indi; buna ra\u011fmen 51,1\u2019lik beklentinin \u00fczerinde kald\u0131. (PMI: Sat\u0131n Alma Y\u00f6neticileri Endeksi; \u015firket anketlerinden \u00fcretilen, 50\u2019nin \u00fczerinin b\u00fcy\u00fcmeyi g\u00f6sterdi\u011fi h\u0131zl\u0131 bir \u00f6nc\u00fc g\u00f6stergedir.)\n\nG\u00f6zler Sal\u0131 g\u00fcn\u00fc ilerleyen saatlerde a\u00e7\u0131klanacak ABD \u00f6nc\u00fc PMI verilerine, ard\u0131ndan \u00c7ar\u015famba g\u00fcn\u00fc \u0130ngiltere T\u00dcFE ve \u00dcFE\u2019ye \u00e7evrildi. (T\u00dcFE: t\u00fcketici fiyatlar\u0131yla enflasyon; \u00dcFE: \u00fcretici maliyetleriyle enflasyon.) BoE faizleri %3,75\u2019te sabit tuttu. Fed de faizleri %3,50\u2013%3,75 aral\u0131\u011f\u0131nda de\u011fi\u015ftirmedi. (BoE: \u0130ngiltere Merkez Bankas\u0131; Fed: ABD Merkez Bankas\u0131.)\n\n<h3>Makro ve Para Politikas\u0131 Ayr\u0131\u015fmas\u0131 G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\nGe\u00e7en y\u0131l t\u0131rmanan \u0130ran\u2019\u0131 i\u00e7eren do\u011frudan askeri gerilim, s\u00f6ylem sert kalsa da zamanla daha gergin bir \u201cbekle-g\u00f6r\u201d d\u00f6nemine d\u00f6nd\u00fc. Petrol fiyatlar\u0131 2025 ortas\u0131nda varil ba\u015f\u0131na 110 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131ktan sonra daha dengeli seyretti; Brent petrol son d\u00f6nemde 90 dolar civar\u0131nda dalgalan\u0131yor. (Brent: k\u00fcresel petrol fiyatlamas\u0131nda referans t\u00fcr.) H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ta\u015f\u0131nan y\u00fck hacmi \u00e7at\u0131\u015fma \u00f6ncesi seviyelerin yakla\u015f\u0131k %90\u2019\u0131nda. Ancak sigorta maliyetlerindeki art\u0131\u015f kal\u0131c\u0131 bir unsur haline geldi.\n\n\u0130ngiltere ekonomisi daha dayan\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor. \u015eubat 2026 S&#038;P Global Bile\u015fik PMI 53,0 ile b\u00fcy\u00fcmenin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti. Bu iyile\u015fme, man\u015fet T\u00dcFE\u2019nin belirgin \u015fekilde gerilemesiyle birlikte geldi; son veri y\u0131ll\u0131k enflasyonu %3,4 g\u00f6sterdi.\n\nBu tablo BoE\u2019yi farkl\u0131 bir noktaya ta\u015f\u0131yor. BoE, ge\u00e7en y\u0131l belirsizli\u011fin zirvesinde faizi %3,75\u2019te sabit tuttuktan sonra, ekonomiyi desteklemek i\u00e7in faiz indirimlerine ba\u015flamas\u0131 beklenen bir d\u00f6neme giriyor. Piyasadaki fiyatlamalar da bunu yans\u0131t\u0131yor: Gecelik Endeks Swaplar\u0131, Haziran toplant\u0131s\u0131nda 25 baz puanl\u0131k faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 %75\u2019in \u00fczerinde g\u00f6steriyor. (Baz puan: faizin y\u00fczde 0,01\u2019i; 25 baz puan = 0,25 puan. Gecelik Endeks Swap\u0131: gelecekteki politika faizi beklentisini t\u00fcrev s\u00f6zle\u015fmelerden \u00f6l\u00e7en piyasa g\u00f6stergesi.)\n\nABD taraf\u0131nda ise \u00e7ekirdek enflasyon daha inat\u00e7\u0131. \u00c7ekirdek enflasyon \u015eubat 2026\u2019da %3,2 seviyesinde ger\u00e7ekle\u015fti. (\u00c7ekirdek enflasyon: g\u0131da ve enerji gibi oynak kalemler hari\u00e7 enflasyon.) Bu durum ve g\u00fc\u00e7l\u00fc i\u015f g\u00fcc\u00fc piyasas\u0131, Fed\u2019in politika faizini BoE\u2019ye k\u0131yasla daha uzun s\u00fcre sabit tutabilece\u011fine i\u015faret ediyor. Bu artan \u201cpara politikas\u0131 ayr\u0131\u015fmas\u0131\u201d d\u00f6viz piyasas\u0131nda ana belirleyici haline geliyor.\n\nBu \u00e7er\u00e7evede yat\u0131r\u0131mc\u0131lar, faiz fark\u0131n\u0131n a\u00e7\u0131lmas\u0131yla GBP\/USD\u2019de ek zay\u0131fl\u0131k olas\u0131l\u0131\u011f\u0131n\u0131 dikkate alabilir. Bu g\u00f6r\u00fc\u015f\u00fc s\u0131n\u0131rl\u0131 riskle (zarar\u0131 ba\u015ftan belli) uygulamak i\u00e7in GBP\/USD \u00fczerinde 3 ayl\u0131k put opsiyonlar\u0131 kullan\u0131labilir. (Put opsiyonu: belirli bir tarihe kadar belirli fiyattan satma hakk\u0131 veren s\u00f6zle\u015fme.) Faiz riskini y\u00f6netenler i\u00e7in ise BoE indirim beklentisini yans\u0131tacak \u015fekilde SONIA vadeli i\u015flemlerinde pozisyon almak piyasada \u00f6ne \u00e7\u0131kan yakla\u015f\u0131m. (SONIA: Sterlin gecelik faiz oran\u0131; vadeli i\u015flem: gelecekteki fiyata dair standart s\u00f6zle\u015fme.)\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>Sterlin\/dolar alarm veriyor: G\u00fc\u00e7lenen dolar, zay\u0131f \u0130ngiltere PMI\u2019lar\u0131 ve \u0130ran kaynakl\u0131 riskten ka\u00e7\u0131\u015f GBP\/USD\u2019yi 1,3395\u2019e itti. BoE indirimi, Fed\u2019in bekle-g\u00f6r duru\u015fu d\u00fc\u015f\u00fc\u015f riskini art\u0131r\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-31053","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\/31053","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=31053"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/31053\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=31053"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=31053"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=31053"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}