{"id":43769,"date":"2026-04-01T06:52:30","date_gmt":"2026-04-01T06:52:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/usd-jpy-yenin-guclu-kalmasiyla-haftalik-diplerden-hafif-yukseldi-iran-geriliminin-azalmasi-dolara-talebi-zayiflatti\/"},"modified":"2026-04-01T06:52:30","modified_gmt":"2026-04-01T06:52:30","slug":"usd-jpy-yenin-guclu-kalmasiyla-haftalik-diplerden-hafif-yukseldi-iran-geriliminin-azalmasi-dolara-talebi-zayiflatti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/usd-jpy-yenin-guclu-kalmasiyla-haftalik-diplerden-hafif-yukseldi-iran-geriliminin-azalmasi-dolara-talebi-zayiflatti\/","title":{"rendered":"USD\/JPY, yenin g\u00fc\u00e7l\u00fc kalmas\u0131yla haftal\u0131k diplerden hafif y\u00fckseldi; \u0130ran geriliminin azalmas\u0131 dolara talebi zay\u0131flatt\u0131"},"content":{"rendered":"USD\/JPY, \u00c7ar\u015famba g\u00fcn\u00fc Asya i\u015flemlerinde 158,45 civar\u0131ndaki bir haftay\u0131 a\u015fan dip seviyeden s\u0131n\u0131rl\u0131 y\u00fckseldi; ancak 159,00\u2019un alt\u0131nda kald\u0131 ve g\u00fcn i\u00e7inde neredeyse yatay seyretti. Piyasalar, ABD\u2019nin \u0130ran\u2019daki sava\u015ftan \u00e7ekilebilece\u011fine dair haberleri de\u011ferlendirirken ve yeni jeopolitik (siyasi\/askeri) geli\u015fmeleri beklerken temkinli kald\u0131.\n\nABD Ba\u015fkan\u0131 Donald Trump, Sal\u0131 g\u00fcn\u00fc ABD\u2019nin \u0130ran ile \u00e7at\u0131\u015fmalar\u0131 iki-\u00fc\u00e7 hafta i\u00e7inde azaltaca\u011f\u0131n\u0131 ve Tahran\u2019\u0131n \u00e7at\u0131\u015fmay\u0131 bitirmek i\u00e7in Washington\u2019la anla\u015fmaya ihtiya\u00e7 duymad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Bu a\u00e7\u0131klamalar risk i\u015ftah\u0131n\u0131 (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme iste\u011fi) art\u0131r\u0131rken ABD Dolar\u0131\u2019na olan talebi azaltt\u0131; b\u00f6ylece USD\/JPY\u2019de y\u00fckseli\u015f s\u0131n\u0131rl\u0131 kald\u0131.\n\n<h3>Japonya Merkez Bankas\u0131 (BoJ) Tankan Anketi<\/h3>\nJaponya Merkez Bankas\u0131\u2019n\u0131n Tankan anketi, Mart\u2019a kadar olan \u00fc\u00e7 ayda b\u00fcy\u00fck imalat\u00e7\u0131lar\u0131n (sanayi \u015firketleri) g\u00fcveninin iyile\u015fti\u011fini g\u00f6sterdi. Endeks 17\u2019ye y\u00fckseldi. Bu, \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc \u00e7eyreklik art\u0131\u015f ve Aral\u0131k 2021\u2019den bu yana en y\u00fcksek seviye oldu. Bu tablo yen\u2019i destekleyerek paritede (iki para biriminin birbirine kar\u015f\u0131 de\u011feri) y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131.\n\nBir BoJ yetkilisi, anketin Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmay\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yans\u0131tmam\u0131\u015f olabilece\u011fini s\u00f6yledi. Haberlere g\u00f6re BAE, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 i\u00e7in askeri ad\u0131m at\u0131lmas\u0131n\u0131 g\u00fcndeme getiriyor. Japonya\u2019n\u0131n Orta Do\u011fu petrol ithalat\u0131na ba\u011f\u0131ml\u0131l\u0131\u011f\u0131, ekonomi \u00fczerinde bask\u0131 yaratabilece\u011fi endi\u015fesini art\u0131r\u0131yor; bu da yen\u2019i zay\u0131flatabilir.\n\nYat\u0131r\u0131mc\u0131lar \u015fimdi ABD\u2019den gelecek verileri izliyor. Bunlar aras\u0131nda ADP istihdam raporu (\u00f6zel sekt\u00f6rdeki istihdam art\u0131\u015f\u0131n\u0131 \u00f6l\u00e7en veri) ve ISM \u0130malat PMI (sat\u0131n alma y\u00f6neticileri endeksi; imalat sekt\u00f6r\u00fcn\u00fcn geni\u015fleme\/daralma e\u011filimini g\u00f6sterir) bulunuyor.\n\n<h3>Sonras\u0131 Ne Oldu<\/h3>\nBu iyimserlik k\u0131sa s\u00fcrd\u00fc. ABD\u2019nin \u0130ran\u2019dan geri \u00e7ekilmesi b\u00f6lgede gerilimi d\u00fc\u015f\u00fcrmedi. H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki tansiyonun artmas\u0131, WTI ham petrol vadeli i\u015flemlerinin (gelecekteki fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmesi) 2025\u2019in b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde varil ba\u015f\u0131na 95 dolar\u0131n \u00fczerinde kalmas\u0131na yol a\u00e7t\u0131. Bu durum, enerji ithalat\u00e7\u0131s\u0131 Japonya ekonomisi \u00fczerinde ciddi bask\u0131 olu\u015fturdu. BoJ yetkilisinin i\u015faret etti\u011fi gibi etki sonraki Tankan anketlerine yans\u0131d\u0131 ve 2025\u2019in ikinci yar\u0131s\u0131nda i\u015f d\u00fcnyas\u0131 g\u00fcveni geriledi.\n\nDi\u011fer tarafta, ABD Dolar\u0131\u2019nda beklenen zay\u0131flama ger\u00e7ekle\u015fmedi; \u00e7\u00fcnk\u00fc ABD i\u00e7 ekonomisi g\u00fc\u00e7l\u00fc kald\u0131. Kal\u0131c\u0131 enflasyon nedeniyle (Mart 2026 T\u00dcFE, y\u0131ll\u0131k %3,1; T\u00dcFE t\u00fcketici fiyatlar\u0131 endeksi, fiyat art\u0131\u015f\u0131n\u0131 \u00f6l\u00e7er) ABD Merkez Bankas\u0131 (Fed) faiz indirimine gitmedi. ABD ile Japonya aras\u0131ndaki faiz fark\u0131n\u0131n (iki \u00fclke faizleri aras\u0131ndaki makas) s\u00fcrmesi, pariteyi yukar\u0131 ta\u015f\u0131yan ana etken oldu.\n\nSonu\u00e7 olarak USD\/JPY, bir y\u0131l \u00f6nceki 159,00 seviyesinden 168,50 civar\u0131ndaki i\u015flem band\u0131na y\u00fckseldi. Bu sert y\u00fckseli\u015f, Japon yetkililerin do\u011frudan m\u00fcdahale riskini (kurda ani hareketi hedefleyen resmi d\u00f6viz al\u0131m-sat\u0131m\u0131) yeniden g\u00fcndeme ta\u015f\u0131d\u0131. Japonya\u2019n\u0131n d\u00f6viz rezervlerinin (kur m\u00fcdahalesinde kullan\u0131labilen birikim) son a\u00e7\u0131klanan veriye g\u00f6re 1,2 trilyon dolar\u0131n \u00fczerinde olmas\u0131, bu t\u00fcr bir ad\u0131m i\u00e7in \u00f6nemli kapasite sa\u011fl\u0131yor.\n\nBu y\u00fcksek \u201cani sert hareket\u201d riski, \u00f6n\u00fcm\u00fczdeki haftalarda tek y\u00f6ne oynanan i\u015flemleri \u00e7ok riskli hale getiriyor. Buradaki ana tema oynakl\u0131k (fiyat dalgalanmas\u0131) beklentisi. M\u00fcdahale dakikalar i\u00e7inde 500 pip (kurun en k\u00fc\u00e7\u00fck fiyat ad\u0131m\u0131; USD\/JPY\u2019de genelde 0,01) d\u00fc\u015f\u00fc\u015f getirebilir; m\u00fcdahale gelmemesi ise paritenin 170,00 psikolojik e\u015fi\u011fini (piyasada \u00f6ne \u00e7\u0131kan yuvarlak seviye) test etmesine yol a\u00e7abilir. Bu nedenle \u201coynakl\u0131k odakl\u0131\u201d stratejiler \u00f6ne \u00e7\u0131k\u0131yor.\n\nOpsiyon almak, y\u00f6n riskini almadan g\u00fc\u00e7l\u00fc bir fiyat hareketine haz\u0131rlanman\u0131n en do\u011frudan yoludur. Uzun straddle stratejisi (ayn\u0131 kullan\u0131m fiyat\u0131ndan hem al\u0131m opsiyonu\/call hem sat\u0131m opsiyonu\/put almak), uygun bir yakla\u015f\u0131m olarak \u00f6ne \u00e7\u0131k\u0131yor. Bu pozisyon, fiyat\u0131n hangi y\u00f6ne gitti\u011finden ba\u011f\u0131ms\u0131z olarak b\u00fcy\u00fck bir hareketten fayda sa\u011flamay\u0131 hedefler; piyasadaki belirsizlikten kazan\u00e7 ama\u00e7lar.\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>USD\/JPY\u2019de kritik viraj: Jeopolitik risk, Tankan ve Fed\u2019in faiz indirimsiz duru\u015fu pariteyi 168,50 band\u0131na ta\u015f\u0131d\u0131. 170 e\u015fi\u011fi ve olas\u0131 m\u00fcdahale, sert oynakl\u0131k ve straddle stratejilerini \u00f6ne \u00e7\u0131kar\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-43769","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\/43769","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=43769"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43769\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}