{"id":44068,"date":"2026-04-07T06:20:35","date_gmt":"2026-04-07T06:20:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/hurmuz-bogazinin-kapanmasinin-ardindan-yatirimcilar-trumpin-irana-yonelik-saldiri-icin-verdigi-sureyi-izlerken-altin-asyada-4-660-dolara-yaklasiyor\/"},"modified":"2026-04-07T06:20:35","modified_gmt":"2026-04-07T06:20:35","slug":"hurmuz-bogazinin-kapanmasinin-ardindan-yatirimcilar-trumpin-irana-yonelik-saldiri-icin-verdigi-sureyi-izlerken-altin-asyada-4-660-dolara-yaklasiyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/hurmuz-bogazinin-kapanmasinin-ardindan-yatirimcilar-trumpin-irana-yonelik-saldiri-icin-verdigi-sureyi-izlerken-altin-asyada-4-660-dolara-yaklasiyor\/","title":{"rendered":"H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapanmas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131 i\u00e7in verdi\u011fi s\u00fcreyi izlerken alt\u0131n Asya\u2019da 4.660 dolara yakla\u015f\u0131yor"},"content":{"rendered":"Alt\u0131n (XAU\/USD), Sal\u0131 g\u00fcn\u00fc Asya i\u015flemlerinin erken saatlerinde 4.660 dolara do\u011fru y\u00fckseldi. Piyasalar, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapanmas\u0131n\u0131n ard\u0131ndan ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019daki altyap\u0131ya olas\u0131 askeri m\u00fcdahaleyle ili\u015fkilendirdi\u011fi ABD son tarihini izledi.\n\nPazartesi g\u00fcn\u00fc Trump, \u0130ran\u2019la son ABD ate\u015fkes teklifinin \u201cyeterince iyi olmad\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi. \u0130ran\u2019a, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7mas\u0131 i\u00e7in son tarih verdi; aksi halde sivil altyap\u0131n\u0131n hedef al\u0131nabilece\u011fini belirtti.\n\n<h3>Alt\u0131n, Jeopolitik Son Tarihle Y\u00fckseldi<\/h3>\nTrump, Bo\u011faz yeniden a\u00e7\u0131lmazsa ABD Do\u011fu saatiyle (ET) 20.00\u2019de \u0130ran\u2019\u0131n enerji ve ula\u015f\u0131m altyap\u0131s\u0131n\u0131 hedef alabilece\u011fini Sal\u0131 g\u00fcn\u00fc tekrar dile getirdi. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda arz (petrol tedariki) endi\u015feleri nedeniyle y\u00fckselen ham petrol fiyatlar\u0131, enflasyon korkular\u0131n\u0131 art\u0131rabilir.\n\nBu enflasyon kayg\u0131lar\u0131, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimi beklentilerini etkileyebilir. Fed, ABD\u2019nin merkez bankas\u0131d\u0131r; faiz kararlar\u0131 piyasadaki bor\u00e7lanma maliyetlerini ve dolar\u0131n seyrini belirler. Alt\u0131n, jeopolitik risk d\u00f6nemlerinde genellikle \u201cg\u00fcvenli liman\u201d olarak al\u0131n\u0131r; ancak faiz getirisi yoktur (faiz \u00f6demez) ve faizler y\u00fcksek kald\u0131\u011f\u0131nda bask\u0131 g\u00f6rebilir.\n\nCME FedWatch verileri, Fed\u2019in 28-29 Nisan\u2019daki FOMC toplant\u0131s\u0131nda (Fed\u2019in faiz karar\u0131n\u0131 alan kurulun toplant\u0131s\u0131) hamle ihtimalinin neredeyse s\u0131f\u0131r oldu\u011funu g\u00f6sterdi. Ayr\u0131ca veriler, y\u0131l sonuna kadar Fed\u2019in faizi sabit tutma olas\u0131l\u0131\u011f\u0131n\u0131 %77,5 olarak yans\u0131tt\u0131.\n\nGe\u00e7en y\u0131l ya\u015fanan sert dalgalanmalar\u0131n ard\u0131ndan alt\u0131n fiyatlar\u0131n\u0131n 4.500 dolar civar\u0131nda dengelendi\u011fini g\u00f6r\u00fcyoruz. ABD-\u0130ran son tarihiyle birlikte H\u00fcrm\u00fcz Bo\u011faz\u0131 etraf\u0131ndaki geli\u015fmeler alt\u0131n\u0131 4.660 dolardaki zirvesine ta\u015f\u0131d\u0131. Kriz \u015fimdilik yat\u0131\u015fm\u0131\u015f olsa da piyasan\u0131n haf\u0131zas\u0131 fiyat\u0131n a\u015fa\u011f\u0131 y\u00f6n\u00fcn\u00fc s\u0131n\u0131rl\u0131yor; yani belirli bir \u201ctaban\u201d olu\u015fuyor.\n\n<h3>Enflasyon ve Fed Politikas\u0131 Odakta<\/h3>\n2025\u2019te bo\u011faz\u0131n kapanmas\u0131n\u0131n ard\u0131ndan ham petrolde ya\u015fanan s\u0131\u00e7rama kal\u0131c\u0131 etki b\u0131rakt\u0131; WTI ham petrol vadeli kontratlar\u0131 (gelecekte teslim i\u00e7in \u015fimdiden fiyatlanan s\u00f6zle\u015fmeler) h\u00e2l\u00e2 varil ba\u015f\u0131na 145 dolar\u0131n \u00fczerinde i\u015flem g\u00f6r\u00fcyor. Bu durum enflasyonu y\u00fcksek tutuyor. Son T\u00fcketici Fiyat Endeksi (T\u00dcFE\/CPI) verisi y\u0131ll\u0131k %3,8 art\u0131\u015f g\u00f6sterdi; bu oran, Fed\u2019in hedefinin belirgin \u015fekilde \u00fczerinde. Kal\u0131c\u0131 enflasyon, bug\u00fcn merkez bankas\u0131 politikas\u0131n\u0131 belirleyen ana etken konumunda.\n\nBu ortamda, alt\u0131n opsiyonlar\u0131nda \u201cz\u0131mni oynakl\u0131k\u201d y\u00fcksek kal\u0131yor. Z\u0131mni oynakl\u0131k, opsiyon fiyatlar\u0131n\u0131n fiyatlad\u0131\u011f\u0131 beklenen dalgalanmad\u0131r; y\u00fckseldi\u011finde belirsizli\u011fin artt\u0131\u011f\u0131 anla\u015f\u0131l\u0131r. CBOE Alt\u0131n Oynakl\u0131k Endeksi (GVZ), 19 seviyesine yak\u0131n seyrediyor; tarihsel ortalamas\u0131n\u0131n belirgin \u015fekilde \u00fczerinde. Bu, belirsizli\u011fin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor. Bu ko\u015fullar, gelir ama\u00e7l\u0131 opsiyon stratejilerini ilgi \u00e7ekici k\u0131labilir; ancak risklidir. \u00d6rne\u011fin:\n&#8211; \u201cCovered call\u201d: Elde hisse\/varl\u0131k varken buna kar\u015f\u0131l\u0131k al\u0131m opsiyonu satma; s\u0131n\u0131rl\u0131 gelir sa\u011flar, y\u00fckseli\u015ften kazanc\u0131 k\u0131s\u0131tlar.\n&#8211; \u201cIron condor\u201d: Fiyat\u0131n belirli bir bantta kalaca\u011f\u0131 beklentisiyle kurulan \u00e7ok bacakl\u0131 opsiyon stratejisi; bant d\u0131\u015f\u0131na ta\u015f\u0131nca zarar riski artar.\n&#8211; \u201cETF\u201d: Borsa yat\u0131r\u0131m fonu; endeks\/emtia gibi bir varl\u0131\u011f\u0131 takip eden, borsada hisse gibi i\u015flem g\u00f6ren fon.\n\n\u0130leriye bak\u0131ld\u0131\u011f\u0131nda ana belirleyici Fed\u2019in duru\u015fu. CME FedWatch arac\u0131, yava\u015flayan ekonomiyi desteklemek i\u00e7in Eyl\u00fcl FOMC toplant\u0131s\u0131na kadar 25 baz puanl\u0131k (0,25 y\u00fczde puan\u0131) faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 %65 olarak g\u00f6steriyor. Bu olas\u0131 \u201cg\u00fcvercin\u201d (faiz indirimine daha yatk\u0131n) politika de\u011fi\u015fimi, faiz getirmeyen alt\u0131n i\u00e7in yukar\u0131 y\u00f6nl\u00fc zemini g\u00fc\u00e7lendiriyor.\n\n\u00d6n\u00fcm\u00fczdeki haftalarda, olas\u0131 bir faiz indirimi rallisine kar\u015f\u0131 riskin net tan\u0131mland\u0131\u011f\u0131 bir pozisyon i\u00e7in alt\u0131n vadeli kontratlar\u0131 \u00fczerinde uzun vadeli al\u0131m opsiyonlar\u0131 de\u011ferlendirilebilir. \u00d6rne\u011fin Aral\u0131k vadeli 4.700 dolar al\u0131m opsiyonu, Fed\u2019in gev\u015feme (faiz indirme) d\u00f6ng\u00fcs\u00fcne ge\u00e7mesi halinde y\u00fckseli\u015ften faydalanma imk\u00e2n\u0131 verir. Bu yakla\u015f\u0131m, yeniden enflasyon kayg\u0131lar\u0131 nedeniyle olas\u0131 indirimlerin gecikmesi durumunda riski s\u0131n\u0131rlamay\u0131 hedefler.\n\nAyn\u0131 zamanda y\u00fcksek enerji fiyatlar\u0131 \u015firket k\u00e2rl\u0131l\u0131klar\u0131n\u0131 ve ekonomik b\u00fcy\u00fcmeyi bask\u0131lamaya devam ediyor. Daha geni\u015f portf\u00f6y riskine kar\u015f\u0131, S&#038;P 500 \u00fczerinde sat\u0131m opsiyonu (put) almak bir korunma y\u00f6ntemi olabilir. Put opsiyonu, fiyat d\u00fc\u015ferse de\u011fer kazanan bir s\u00f6zle\u015fmedir; \u201cstagflasyon\u201d (d\u00fc\u015f\u00fck b\u00fcy\u00fcme + y\u00fcksek enflasyon) endi\u015feleri g\u00fc\u00e7lenip hisse piyasas\u0131nda d\u00fc\u015f\u00fc\u015f olursa dengeleyici rol oynar.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a> ve <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>Piyasalar diken \u00fcst\u00fcnde: H\u00fcrm\u00fcz kapan\u0131\u015f\u0131 ve Trump\u2019\u0131n \u0130ran\u2019a verdi\u011fi son tarih alt\u0131n\u0131 4.660 dolara ta\u015f\u0131d\u0131. Petrol 145$+, enflasyon korkusu ve Fed belirsizli\u011fi g\u00fcvenli limana talebi canl\u0131 tutuyor.<\/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-44068","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\/44068","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=44068"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44068\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}