{"id":43953,"date":"2026-04-06T15:22:21","date_gmt":"2026-04-06T15:22:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/reuterse-gore-abd-ve-iran-iki-asamali-bir-anlasmayi-degerlendiriyor-ateskes-hurmuzun-yeniden-acilmasi-ve-nukleer-hedeflerin-sinirlandirilmasi\/"},"modified":"2026-04-06T15:22:21","modified_gmt":"2026-04-06T15:22:21","slug":"reuterse-gore-abd-ve-iran-iki-asamali-bir-anlasmayi-degerlendiriyor-ateskes-hurmuzun-yeniden-acilmasi-ve-nukleer-hedeflerin-sinirlandirilmasi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/reuterse-gore-abd-ve-iran-iki-asamali-bir-anlasmayi-degerlendiriyor-ateskes-hurmuzun-yeniden-acilmasi-ve-nukleer-hedeflerin-sinirlandirilmasi\/","title":{"rendered":"Reuters\u2019e g\u00f6re ABD ve \u0130ran iki a\u015famal\u0131 bir anla\u015fmay\u0131 de\u011ferlendiriyor: ate\u015fkes, H\u00fcrm\u00fcz\u2019\u00fcn yeniden a\u00e7\u0131lmas\u0131 ve n\u00fckleer hedeflerin s\u0131n\u0131rland\u0131r\u0131lmas\u0131"},"content":{"rendered":"Reuters\u2019\u0131n, ABD ile \u0130ran aras\u0131ndaki ate\u015fkes \u00f6nerilerine a\u015fina bir kayna\u011fa dayand\u0131rd\u0131\u011f\u0131 haberine g\u00f6re iki taraf, iki a\u015famal\u0131 bir anla\u015fmay\u0131 g\u00f6r\u00fc\u015f\u00fcyor. Plan, pazartesi g\u00fcn\u00fcne kadar \u00e7at\u0131\u015fmalar\u0131 bitirmeyi hedefliyor.\n\nAnla\u015fma sa\u011flan\u0131rsa, derhal ate\u015fkes ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131 i\u00e7erecek. Nihai anla\u015fman\u0131n ise 15\u201320 g\u00fcn i\u00e7inde tamamlanmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.\n\n<h3>\u0130ki A\u015famal\u0131 Anla\u015fman\u0131n \u00c7er\u00e7evesi<\/h3>\nNihai anla\u015fma \u00f6nerisi, \u0130ran\u2019\u0131n n\u00fckleer silah geli\u015ftirmemesini (yani n\u00fckleer silah program\u0131ndan vazge\u00e7mesini) i\u00e7eriyor. Buna kar\u015f\u0131l\u0131k yapt\u0131r\u0131mlar\u0131n hafifletilmesi (\u00fclkeye uygulanan ekonomik k\u0131s\u0131tlamalar\u0131n gev\u015fetilmesi) ve dondurulmu\u015f varl\u0131klar\u0131n serbest b\u0131rak\u0131lmas\u0131 (yurt d\u0131\u015f\u0131nda bloke edilen paralar\u0131n a\u00e7\u0131lmas\u0131) g\u00fcndemde.\n\nPakistan Genelkurmay Ba\u015fkan\u0131, ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance, ABD \u00d6zel Temsilcisi Steve Witkoff ve \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Araghchi ile ayr\u0131 ayr\u0131 telefon g\u00f6r\u00fc\u015fmeleri yapt\u0131. G\u00f6r\u00fc\u015fmelerin amac\u0131 metinde belirtilmedi.\n\nHabere ard\u0131ndan ABD Dolar\u0131\u2019nda belirgin bir hareket g\u00f6r\u00fclmedi. Yaz\u0131m s\u0131ras\u0131nda ABD Dolar Endeksi (DXY; dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 de\u011ferini g\u00f6steren endeks) 100,12 civar\u0131nda hafif d\u00fc\u015f\u00fckt\u00fc.\n\nABD-\u0130ran anla\u015fmas\u0131 ihtimali, h\u0131zla geli\u015febilecek g\u00fc\u00e7l\u00fc bir \u201crisk i\u015ftah\u0131 art\u0131\u015f\u0131\u201d (yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli varl\u0131klardan \u00e7\u0131k\u0131p daha riskli varl\u0131klara y\u00f6nelmesi) anlam\u0131na gelebilir. E\u011fer \u00e7at\u0131\u015fmalar\u0131 sona erdirecek bir anla\u015fma bug\u00fcn sa\u011flan\u0131rsa, t\u00fcrev \u00fcr\u00fcn (opsiyon ve vadeli i\u015flem gibi fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 \u00fcr\u00fcnler) i\u015flemi yapanlar\u0131n, jeopolitik risk primlerinde (belirsizlik nedeniyle fiyatlara eklenen ekstra maliyet) sert gerilemeye haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekir. Piyasan\u0131n ilk etapta sakin kalmas\u0131 ve DXY\u2019nin 100,12 civar\u0131nda yatay seyretmesi, \u201cbekle-g\u00f6r\u201d yakla\u015f\u0131m\u0131na i\u015faret ediyor; bu da fiyatlama tam oturmadan \u00f6nce f\u0131rsat yaratabilir.\n\n<h3>Olas\u0131 Piyasa ve \u0130\u015flem Etkileri<\/h3>\nEn do\u011frudan etki petrol fiyatlar\u0131nda g\u00f6r\u00fcl\u00fcr; belirgin bir d\u00fc\u015f\u00fc\u015f ya\u015fanabilir. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131lmas\u0131yla arz endi\u015feleri azal\u0131r; bu endi\u015feler Brent petrol\u00fc 92 dolar\/varil \u00fczerinde tutuyordu. 2015\u2019teki n\u00fckleer anla\u015fma sonras\u0131nda petrol fiyatlar\u0131n\u0131n takip eden aylarda %20\u2019den fazla d\u00fc\u015ft\u00fc\u011f\u00fc g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Yat\u0131r\u0131mc\u0131lar, ham petrol vadeli i\u015flemleri (gelecekte belirli fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmeleri) \u00fczerine sat\u0131m opsiyonu (put; fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7 sa\u011flayan opsiyon) almay\u0131 de\u011ferlendirebilir; haftalar i\u00e7inde 80 dolar\u0131n alt band\u0131na, hatta 70\u2019lerin \u00fcst\u00fcne d\u00f6n\u00fc\u015f senaryosu \u00f6ne \u00e7\u0131k\u0131yor.\n\nBu t\u00fcr bir gerilim d\u00fc\u015f\u00fc\u015f\u00fc, piyasa oynakl\u0131\u011f\u0131n\u0131 (volatilite; fiyatlar\u0131n h\u0131zl\u0131 ve sert dalgalanmas\u0131) a\u015fa\u011f\u0131 \u00e7eker. VIX endeksi (S&#038;P 500 i\u00e7in beklenen oynakl\u0131\u011f\u0131 g\u00f6steren \u201ckorku endeksi\u201d), 2025 sonundaki gerilimlerin ard\u0131ndan 21 civar\u0131nda y\u00fcksek seyrediyordu; uzun d\u00f6nem ortalamas\u0131 olan 17\u2019nin alt\u0131na do\u011fru h\u0131zl\u0131 bir geri \u00e7ekilme olas\u0131. Bu senaryoya VIX sat\u0131m opsiyonu almak veya \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (out-of-the-money; mevcut fiyata g\u00f6re ger\u00e7ekle\u015fmesi zor seviyedeki) VIX al\u0131m opsiyonu (call; fiyat y\u00fckseli\u015finden kazan\u00e7 sa\u011flayan opsiyon) satmakla pozisyon al\u0131nabilir.\n\nAyr\u0131ca risk i\u015ftah\u0131n\u0131n artt\u0131\u011f\u0131 ve k\u00fcresel b\u00fcy\u00fcme beklentilerinin iyile\u015fti\u011fi d\u00f6nemlerde destek bulan emtia ba\u011flant\u0131l\u0131 para birimlerinde y\u00fckseli\u015f g\u00f6r\u00fclebilir. Avustralya Dolar\u0131, ABD Dolar\u0131 kar\u015f\u0131s\u0131nda 0,6820 civar\u0131nda i\u015flem g\u00f6r\u00fcyor; risk alma i\u015ftah\u0131 geri d\u00f6nerse g\u00fc\u00e7lenebilir. AUD\/USD al\u0131m opsiyonu almak, kald\u0131ra\u00e7l\u0131 (k\u00fc\u00e7\u00fck teminatla daha b\u00fcy\u00fck pozisyon etkisi) \u015fekilde bu olas\u0131 y\u00fckseli\u015fe kat\u0131lma imk\u00e2n\u0131 verir.\n\nBuna kar\u015f\u0131l\u0131k g\u00fcvenli liman varl\u0131klar\u0131n (belirsizlikte talep g\u00f6ren varl\u0131klar) zay\u0131f kalmas\u0131 beklenir. Japon Yeni ve ABD Dolar\u0131, yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenlikten \u00e7\u0131k\u0131p daha y\u00fcksek getirili varl\u0131klara y\u00f6nelmesiyle de\u011fer kaybedebilir. Uzun s\u00fcredir yatay hareket eden USD\/JPY paritesi, Yen sat\u0131\u015flar\u0131yla yukar\u0131 k\u0131r\u0131labilir.\n\nHisse senetleri i\u00e7in de ortam destekleyici olur; daha d\u00fc\u015f\u00fck enerji fiyatlar\u0131 \u015firket k\u00e2rl\u0131l\u0131\u011f\u0131na ve t\u00fcketici harcamalar\u0131na olumlu yans\u0131r. S&#038;P 500 gibi geni\u015f endekslerin anla\u015fma teyidiyle pozitif tepki vermesi beklenir. Yak\u0131t maliyetlerine daha duyarl\u0131 olan ta\u015f\u0131mac\u0131l\u0131k ve havayolu hisselerinde al\u0131m opsiyonu stratejileri g\u00fc\u00e7l\u00fc getiri sa\u011flayabilir.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Canl\u0131 VT Markets 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>Son dakika: Reuters\u2019a g\u00f6re ABD-\u0130ran, pazartesiye kadar \u00e7at\u0131\u015fmay\u0131 bitirecek iki a\u015famal\u0131 anla\u015fmay\u0131 g\u00f6r\u00fc\u015f\u00fcyor. \u0130lk ad\u0131m ate\u015fkes ve H\u00fcrm\u00fcz\u2019\u00fcn a\u00e7\u0131lmas\u0131; 15\u201320 g\u00fcnde nihai paket, yapt\u0131r\u0131m gev\u015femesi ve varl\u0131k \u00e7\u00f6z\u00fcm\u00fc.<\/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-43953","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\/43953","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=43953"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43953\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43953"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43953"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43953"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}