GBP\/JPY Sal\u0131 g\u00fcn\u00fc ikinci kez y\u00fckseldi; 211,60 civar\u0131nda ve son bir haftan\u0131n zirvelerine yak\u0131n i\u015flem g\u00f6rd\u00fc. ABD-\u0130ran gerilimine ba\u011fl\u0131 artan petrol fiyatlar\u0131, Japon Yeni\u2019ni (JPY) ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda zay\u0131flatt\u0131.<\/p>\n
Piyasalar, \u0130ran\u2019\u0131n \u201canla\u015fma yapmas\u0131 ya da H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 a\u00e7mas\u0131\u201d i\u00e7in belirlenen son saat olan Do\u011fu Saati ile 20:00 (\u00c7ar\u015famba 00:00 GMT) \u00f6ncesinde temkinli kald\u0131. ABD Ba\u015fkan\u0131 Donald Trump, anla\u015fma olmazsa ABD\u2019nin \u0130ran\u2019\u0131n enerji ve sivil altyap\u0131s\u0131n\u0131 hedef alabilece\u011fini s\u00f6yledi.<\/p>\n
Net enerji ithalat\u00e7\u0131s\u0131 (t\u00fcketti\u011fi enerjinin b\u00fcy\u00fck k\u0131sm\u0131n\u0131 d\u0131\u015far\u0131dan alan) Japonya, petrol fiyatlar\u0131 y\u00fckselince daha pahal\u0131 ithalatla kar\u015f\u0131la\u015f\u0131yor. Bu durum d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131 (ithalat\u0131n ihracattan fazla olmas\u0131) b\u00fcy\u00fctebilir ve para birimi \u00fczerinde bask\u0131 yaratabilir. Maliye Bakan\u0131 Satsuki Katayama, Orta Do\u011fu\u2019daki geli\u015fmeler nedeniyle petrol stoklar\u0131na (stratejik rezervlere) ili\u015fkin senaryolar\u0131n izlendi\u011fini s\u00f6yledi.<\/p>\n
GBP\/JPY\u2019yi, \u0130ngiltere Merkez Bankas\u0131 (BoE) ile Japonya Merkez Bankas\u0131 (BoJ) aras\u0131ndaki politika fark\u0131 da destekledi. Piyasalar y\u0131l sonuna kadar \u0130ngiltere\u2019de ikiye kadar faiz art\u0131\u015f\u0131n\u0131 fiyatlarken, Japonya\u2019da para politikas\u0131nda normalle\u015fme (\u00e7ok d\u00fc\u015f\u00fck faiz ve te\u015fviklerin kademeli azalt\u0131lmas\u0131) enerji maliyetlerinin b\u00fcy\u00fcmeyi zay\u0131flatmas\u0131 nedeniyle s\u0131n\u0131rl\u0131 kalabilir.<\/p>\n
\u0130ngiltere verilerine g\u00f6re S&P Global Hizmetler PMI (Sat\u0131n Alma Y\u00f6neticileri Endeksi; 50\u2019nin \u00fczeri b\u00fcy\u00fcme, alt\u0131 daralma) Mart\u2019ta 53,9\u2019dan 50,5\u2019e geriledi; \u00f6nc\u00fc 51,2\u2019nin alt\u0131nda kald\u0131 ve Nisan 2025\u2019ten bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc. Bile\u015fik PMI (hizmetler ve imalat\u0131n toplam g\u00f6r\u00fcn\u00fcm\u00fc) 53,7\u2019den 50,3\u2019e indi. Japonya\u2019n\u0131n \u015eubat ay\u0131 \u00fccret ve cari denge verileri (\u00fclkenin d\u0131\u015f gelir-gider fark\u0131) \u00c7ar\u015famba a\u00e7\u0131klanacak.<\/p>\n
Ana etken, BoE ile BoJ aras\u0131ndaki belirgin faiz fark\u0131; bu fark halen 5 y\u00fczde puan\u0131n \u00fczerinde. Bu durum Sterlin ta\u015f\u0131may\u0131 (faiz getirisi elde etmeyi) Yen\u2019e g\u00f6re daha cazip k\u0131l\u0131yor ve \u201ccarry trade\u201di (d\u00fc\u015f\u00fck faizli para biriminden bor\u00e7lan\u0131p y\u00fcksek faizli para birimine yat\u0131r\u0131m yapma) destekliyor.<\/p>\n
Japonya\u2019n\u0131n k\u0131r\u0131lganl\u0131\u011f\u0131 net: Resm\u00ee verilere g\u00f6re \u00fclke h\u00e2l\u00e2 birincil enerji arz\u0131n\u0131n yakla\u015f\u0131k %96\u2019s\u0131n\u0131 ithal ediyor. Son ticaret verilerinde enerji ithalat maliyetlerindeki art\u0131\u015fla ba\u011flant\u0131l\u0131 a\u00e7\u0131\u011f\u0131n b\u00fcy\u00fcd\u00fc\u011f\u00fc g\u00f6r\u00fcld\u00fc. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki belirsizlik devam ederse bu bask\u0131 s\u00fcrebilir.<\/p>\n
Sterlin bu paritede daha g\u00fc\u00e7l\u00fc tarafta olsa da kendi zay\u0131fl\u0131klar\u0131 var. \u0130ngiltere Hizmet PMI\u2019n\u0131n 50,5\u2019e gerilemesi, ekonominin k\u00fcresel bask\u0131lardan etkilenebildi\u011fine i\u015faret ediyor. Ancak \u0130ngiltere\u2019de \u00e7ekirdek enflasyonun (enerji ve g\u0131da gibi oynak kalemler hari\u00e7) %3,5\u2019in \u00fczerinde kalmas\u0131, BoE\u2019nin faizleri y\u00fcksek tutma bask\u0131s\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n
Y\u00fckseli\u015f y\u00f6nl\u00fc GBP\/JPY pozisyonu i\u00e7in en b\u00fcy\u00fck k\u0131sa vadeli risk, Japon yetkililerin m\u00fcdahalesi (kur hareketini s\u0131n\u0131rlamak i\u00e7in do\u011frudan d\u00f6viz al\u0131m-sat\u0131m\u0131). USD\/JPY 160,00 seviyesine yakla\u015f\u0131rken, bu e\u015fik ge\u00e7mi\u015fte piyasaya do\u011frudan m\u00fcdahaleyi tetiklemi\u015fti. Y\u00fcksek kald\u0131ra\u00e7tan (bor\u00e7la pozisyon b\u00fcy\u00fctmek) ka\u00e7\u0131nmak \u00f6nemli; 2022 ve 2024\u2019te yetkililerin h\u0131zl\u0131 hareket etti\u011fi g\u00f6r\u00fclm\u00fc\u015ft\u00fc.<\/p>\n
VT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Petrol \u015foku Yen\u2019i zay\u0131flat\u0131rken GBP\/JPY 211,60\u2019a dayan\u0131p haftal\u0131k zirveleri test ediyor! BoE-BoJ faiz fark\u0131 carry trade\u2019i besliyor; ancak zay\u0131f UK PMI ve olas\u0131 Japon m\u00fcdahalesi risk yarat\u0131yor.<\/p>\n","protected":false},"author":0,"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-44097","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\/44097","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"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44097"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44097\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44097"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44097"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}