{"id":31186,"date":"2026-03-26T03:02:15","date_gmt":"2026-03-26T03:02:15","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/iran-kaynakli-endiseler-ve-ateskesin-kirilgan-seyrine-iliskin-belirsizlikler-surerken-abd-dolari-100-seviyesinin-hemen-altinda-guclu-seyrini-koruyor\/"},"modified":"2026-03-26T03:02:15","modified_gmt":"2026-03-26T03:02:15","slug":"iran-kaynakli-endiseler-ve-ateskesin-kirilgan-seyrine-iliskin-belirsizlikler-surerken-abd-dolari-100-seviyesinin-hemen-altinda-guclu-seyrini-koruyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/iran-kaynakli-endiseler-ve-ateskesin-kirilgan-seyrine-iliskin-belirsizlikler-surerken-abd-dolari-100-seviyesinin-hemen-altinda-guclu-seyrini-koruyor\/","title":{"rendered":"\u0130ran kaynakl\u0131 endi\u015feler ve ate\u015fkesin k\u0131r\u0131lgan seyrine ili\u015fkin belirsizlikler s\u00fcrerken, ABD Dolar\u0131 100 seviyesinin hemen alt\u0131nda g\u00fc\u00e7l\u00fc seyrini koruyor"},"content":{"rendered":"Piyasalar, olas\u0131 ate\u015fkes g\u00f6r\u00fc\u015fmelerine dair haberlerle ilk etapta sakinle\u015fti. Ancak \u0130ran\u2019\u0131n ABD ile g\u00f6r\u00fc\u015fmeye isteksiz sinyal vermesiyle belirsizlik yeniden artt\u0131.\n\nABD Dolar Endeksi (DXY), faiz farklar\u0131 (\u00fclkelerin faiz oranlar\u0131 aras\u0131ndaki fark) ve \u00f6nceki \u201cg\u00fcvenli liman\u201d talebinin (kriz d\u00f6nemlerinde dolara y\u00f6nelme) deste\u011fiyle 100\u2019\u00fcn hemen alt\u0131ndaki 99,50\u2019ye yakla\u015ft\u0131. EUR\/USD, Euro B\u00f6lgesi PMI verilerinin (sat\u0131n alma y\u00f6neticileri endeksi; ekonomide b\u00fcy\u00fcme\/daralma sinyali) zay\u0131f gelmesi sonras\u0131 1,1570\u2019e geriledi. GBP\/USD ise \u0130ngiltere\u2019de b\u00fcy\u00fcme ve enflasyon endi\u015feleriyle 1,3370\u2019e do\u011fru indi.\n\n

Dolar G\u00fcc\u00fc ve Risk \u0130\u015ftah\u0131<\/h3>\nUSD\/JPY, ABD tahvil getirilerinin y\u00fckselmesi ve ABD Merkez Bankas\u0131 (Fed) ile Japonya Merkez Bankas\u0131 (BoJ) aras\u0131ndaki politika ayr\u0131\u015fmas\u0131 (faiz\/para politikas\u0131 y\u00f6nlerinin farkl\u0131la\u015fmas\u0131) nedeniyle 159,30 civar\u0131na \u00e7\u0131kt\u0131. AUD\/USD, g\u00fc\u00e7l\u00fc dolar ve zay\u0131flayan risk i\u015ftah\u0131n\u0131n (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme iste\u011fi) kazan\u00e7lar\u0131 s\u0131n\u0131rlamas\u0131yla 0,6960\u2019a geriledi.\n\nWTI ham petrol, varil ba\u015f\u0131na 90,30 dolara do\u011fru y\u00fckseldi; ard\u0131ndan ate\u015fkes beklentilerinin k\u0131sa vadeli arz endi\u015felerini azaltmas\u0131yla son zirvelerden geri \u00e7ekildi. Alt\u0131n, daha d\u00fc\u015f\u00fck tahvil getirileri ve petrol kaynakl\u0131 enflasyon kayg\u0131lar\u0131n\u0131n azalmas\u0131n\u0131n deste\u011fiyle 4.550 dolara yakla\u015ft\u0131; jeopolitik riskler ise g\u00fcndemde kalmaya devam etti.\n\nYakla\u015fan veriler aras\u0131nda Almanya GfK T\u00fcketici G\u00fcveni (Nisan), Euro B\u00f6lgesi GSYH (4\u00c7), Bundesbank ayl\u0131k raporu, ABD haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ve Yeni Zelanda ANZ\u2013Roy Morgan g\u00fcven endeksi (Mart) yer al\u0131yor. Cuma g\u00fcn\u00fc ise \u0130ngiltere t\u00fcketici g\u00fcveni, \u0130ngiltere perakende sat\u0131\u015flar\u0131, Euro B\u00f6lgesi HICP (\u00f6nc\u00fc; uyumla\u015ft\u0131r\u0131lm\u0131\u015f t\u00fcketici enflasyonu) ve ABD Michigan g\u00fcveni ile enflasyon beklentileri takip edilecek.\n\nWTI, ABD\u2019de referans ham petrol t\u00fcr\u00fcd\u00fcr ve Cushing teslim noktas\u0131 (fiziki teslimat ve fiyatlama merkezi) \u00fczerinden i\u015flem g\u00f6r\u00fcr. Fiyatlar; arz-talep dengesi, jeopolitik geli\u015fmeler, yapt\u0131r\u0131mlar, OPEC kotalar\u0131 (\u00fcretim s\u0131n\u0131rlar\u0131), ABD dolar\u0131 ve haftal\u0131k API ile EIA stok raporlar\u0131 (petrol stok verileri; iki kurumun verileri \u00e7o\u011fu zaman birbirine yak\u0131nd\u0131r) taraf\u0131ndan etkilenir.\n\n

Ba\u015fl\u0131ca Varl\u0131klarda Pozisyonlanma Temalar\u0131<\/h3>\nK\u0131r\u0131lgan ate\u015fkes g\u00f6r\u00fc\u015fmelerinin yaratt\u0131\u011f\u0131 dalgalanma, ABD dolar\u0131n\u0131 g\u00fc\u00e7l\u00fc tutuyor. DXY\u2019nin 100 seviyesine y\u00f6neldi\u011fi g\u00f6r\u00fcl\u00fcyor; bu, 2025 ba\u015f\u0131ndan beri kal\u0131c\u0131 bi\u00e7imde korunamayan bir b\u00f6lge ve \u201cg\u00fcvenli limana ka\u00e7\u0131\u015f\u0131n\u201d \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131na i\u015faret ediyor. Bu talebin s\u00fcrmesi, zay\u0131f para birimlerine kar\u015f\u0131 dolarda uzun pozisyonlar\u0131 (dolar\u0131n y\u00fckseli\u015fine oynayan i\u015flemler) \u00f6ne \u00e7\u0131kar\u0131yor.\n\nHafta ba\u015f\u0131ndaki zay\u0131f Euro B\u00f6lgesi PMI verileri nedeniyle EUR\/USD \u00fczerinde bask\u0131n\u0131n s\u00fcrmesi bekleniyor. Euro B\u00f6lgesi\u2019nin 4\u00c7 2025 nihai GSYH art\u0131\u015f\u0131 %0,2 ile zay\u0131f kald\u0131; bu da Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) Fed kadar s\u0131k\u0131 duru\u015fa (faizleri y\u00fcksek tutma e\u011filimi) h\u0131zl\u0131 yakla\u015famayaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcn\u00fc destekliyor. Bu tablo, euroda \u201cput\u201d opsiyonu (fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazand\u0131ran opsiyon) d\u00fc\u015f\u00fcn\u00fclmesini veya paritede k\u0131sa pozisyon (d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc i\u015flem) al\u0131nmas\u0131n\u0131 g\u00fc\u00e7lendiriyor; hedef 1,1550 alt\u0131 hareketler olabilir.\n\nFed ile BoJ aras\u0131ndaki politika ayr\u0131\u015fmas\u0131 USD\/JPY\u2019yi 159\u2019un \u00fczerine ta\u015f\u0131yan ana etken olmaya devam ediyor. BoJ\u2019un a\u015f\u0131r\u0131 gev\u015fek politikas\u0131ndan (\u00e7ok d\u00fc\u015f\u00fck faiz ve destekleyici para politikas\u0131) \u00e7\u0131kaca\u011f\u0131na dair net i\u015faret g\u00f6r\u00fclmezken, \u201ccarry trade\u201d (d\u00fc\u015f\u00fck faizli para biriminde bor\u00e7lan\u0131p y\u00fcksek faizli para birimine yat\u0131r\u0131m yapma) h\u00e2l\u00e2 cazip. ABD tahvil getirileri y\u00fcksek kald\u0131k\u00e7a yukar\u0131 y\u00f6nl\u00fc ivmenin s\u00fcrmesi beklenebilir.\n\nPetrolde jeopolitik umut ile piyasadaki s\u0131k\u0131l\u0131k (arz\u0131n g\u00f6rece s\u0131n\u0131rl\u0131 olmas\u0131) aras\u0131nda denge, WTI\u2019yi varil ba\u015f\u0131na 90 dolar civar\u0131nda tutuyor. Ate\u015fkes g\u00f6r\u00fc\u015fmeleri fiyat\u0131 ge\u00e7ici olarak a\u015fa\u011f\u0131 \u00e7ekebilse de, ge\u00e7en haftaki EIA raporunda 1,8 milyon varillik s\u00fcrpriz stok d\u00fc\u015f\u00fc\u015f\u00fc (envanter azal\u0131\u015f\u0131) g\u00f6r\u00fcld\u00fc. Bu, talebin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret ederek fiyatlar i\u00e7in taban olu\u015fturuyor; geri \u00e7ekilmeler \u201ccall\u201d opsiyonu (fiyat y\u00fckseli\u015finden kazand\u0131ran opsiyon) i\u00e7in al\u0131m f\u0131rsat\u0131 olarak de\u011ferlendirilebilir.\n\nAlt\u0131n\u0131n 4.550 dolara y\u00fckseli\u015fi dikkat \u00e7ekici. Bu hareket, 2025 boyunca izlenen \u201cdolar d\u0131\u015f\u0131la\u015fma\u201d (rezervlerde dolar\u0131n pay\u0131n\u0131 azaltma) ve merkez bankalar\u0131n\u0131n alt\u0131n biriktirmesiyle (rezerv art\u0131\u015f\u0131) uyumlu. Sadece son jeopolitik ba\u015fl\u0131klarla a\u00e7\u0131klanmayacak, daha kal\u0131c\u0131 bir e\u011filime i\u015faret ediyor: Merkez bankalar\u0131 ge\u00e7en y\u0131l alt\u0131n rezervlerini 800 tonun \u00fczerinde art\u0131rd\u0131. Bu g\u00fc\u00e7l\u00fc al\u0131m e\u011filimi, alt\u0131n\u0131 temel bir varl\u0131k olarak \u00f6ne \u00e7\u0131kar\u0131yor; geri \u00e7ekilmeler uzun pozisyonlara ekleme f\u0131rsat\u0131 olarak g\u00f6r\u00fclebilir.\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":"

Ate\u015fkes umutlar\u0131 piyasay\u0131 yat\u0131\u015ft\u0131rsa da \u0130ran\u2019\u0131n mesafesi belirsizli\u011fi art\u0131rd\u0131: DXY 100\u2019e yakla\u015ft\u0131, euro zay\u0131f PMI ile geriledi. USD\/JPY politika ayr\u0131\u015fmas\u0131yla y\u00fckselirken WTI 90$, alt\u0131n 4.550$ civar\u0131nda.<\/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-31186","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\/31186","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=31186"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/31186\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=31186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=31186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=31186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}