Sterlin, sal\u0131 g\u00fcn\u00fc ABD Dolar\u0131 kar\u015f\u0131s\u0131nda %0,20\u2019den fazla y\u00fckseldi. GBP\/USD 1,3241 civar\u0131nda seyretti ve g\u00fcn a\u00e7\u0131l\u0131\u015f seviyesinin \u00fczerinde kald\u0131. Ate\u015fkes g\u00f6r\u00fc\u015fmelerinin g\u00fcndemden d\u00fc\u015fmesi ve Donald Trump\u2019\u0131n \u201cson tarihine\u201d yakla\u015f\u0131l\u0131rken ABD sald\u0131r\u0131s\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n artmas\u0131yla risk i\u015ftah\u0131 (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme e\u011filimi) zay\u0131flad\u0131.<\/p>\n
ABD Dolar Endeksi (DXY \u2013 dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc g\u00f6steren endeks) petrol fiyatlar\u0131 y\u00fckselirken %0,14 d\u00fc\u015f\u00fc\u015fle 99,84\u2019e geriledi. ABD, Kharg Adas\u0131\u2019n\u0131 hedef ald\u0131; \u0130ran ise Birle\u015fik Arap Emirlikleri, Irak ve Suudi Arabistan\u2019da ABD \u00e7\u0131karlar\u0131na kar\u015f\u0131l\u0131k verdi.<\/p>\n
Haberlerde ABD\u2013\u0130ran g\u00f6r\u00fc\u015fmelerinin kapand\u0131\u011f\u0131 belirtildi; Tehran Times ise g\u00f6r\u00fc\u015fmelerin kapanmad\u0131\u011f\u0131n\u0131 yazd\u0131. ABD verilerinde Dayan\u0131kl\u0131 Mal Sipari\u015fleri (uzun \u00f6m\u00fcrl\u00fc \u00fcr\u00fcnlere y\u00f6nelik sipari\u015fler; ekonomi i\u00e7in talep g\u00f6stergesi) \u015fubatta ikinci ay \u00fcst \u00fcste %1,4 geriledi. Piyasa beklentisi %0,5 d\u00fc\u015f\u00fc\u015f y\u00f6n\u00fcndeydi. \u201c\u00c7ekirdek\u201d sipari\u015fler (ula\u015f\u0131m gibi oynak kalemler hari\u00e7 daha istikrarl\u0131 k\u0131s\u0131m) ise ayl\u0131k %0,8 artt\u0131; beklenti %0,5\u2019ti.<\/p>\n
New York Fed Ba\u015fkan\u0131 John Williams, enerji \u015fokunun (enerji fiyatlar\u0131nda ani s\u0131\u00e7rama) enflasyonu yukar\u0131 \u00e7ekebilece\u011fini s\u00f6yledi. Man\u015fet enflasyonun (enerji ve g\u0131da dahil genel oran) bu y\u0131l %2,75\u2019e y\u00fckselmesi bekleniyor. New York Fed anketinde 1 y\u0131ll\u0131k enflasyon beklentisi %3,4\u2019e (\u00f6nce %3), 3 y\u0131ll\u0131k %3,1\u2019e (\u00f6nce %3) \u00e7\u0131kt\u0131; 5 y\u0131ll\u0131k beklenti %3\u2019te sabit kald\u0131.<\/p>\n
\u0130ngiltere\u2019de S&P Global Hizmet PMI (sat\u0131n alma y\u00f6neticileri endeksi; 50\u2019nin \u00fczeri b\u00fcy\u00fcme, alt\u0131 daralma) martta 53,9\u2019dan 50,5\u2019e geriledi ve 11 ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc. Girdi fiyatlar\u0131 (\u015firketlerin maliyetleri) ise y\u00fckseldi. GBP\/USD, dolar\u0131n toparlanmas\u0131yla daha sonra kazan\u0131mlar\u0131n\u0131n bir k\u0131sm\u0131n\u0131 geri verdi.<\/p>\n
2025\u2019te New York Fed enflasyonun %2,75\u2019e \u00e7\u0131kmas\u0131n\u0131 beklerken, son ABD T\u00dcFE (T\u00fcketici Fiyat Endeksi; enflasyon g\u00f6stergesi) verisi %3,5 ile daha y\u00fcksek geldi. Bu g\u00f6r\u00fcn\u00fcm, Fed\u2019in s\u0131k\u0131 duru\u015funu (faizleri y\u00fcksek tutma e\u011filimi) destekleyerek dolar\u0131n sert de\u011fer kaybetmesini s\u0131n\u0131rl\u0131yor. Zay\u0131flayan bir \u0130ngiltere ekonomisi ile daha dayan\u0131kl\u0131 ABD ekonomisi aras\u0131ndaki ayr\u0131\u015fma, sterlin kar\u015f\u0131s\u0131nda dolar lehine tabloyu koruyor.<\/p>\n
2025\u2019te ABD\u2013\u0130ran gerilimi s\u0131ras\u0131nda g\u00f6r\u00fclen y\u00fcksek \u201cima edilen oynakl\u0131k\u201d (opsiyon fiyatlar\u0131na yans\u0131yan beklenen dalgalanma) belirgin \u015fekilde d\u00fc\u015ft\u00fc. VIX (ABD borsas\u0131 i\u00e7in \u201ckorku endeksi\u201d; beklenen oynakl\u0131\u011f\u0131 \u00f6l\u00e7er) o d\u00f6nemki s\u0131\u00e7ramalara k\u0131yasla art\u0131k orta-10\u2019lu seviyelerde. Bu d\u00fc\u015f\u00fck oynakl\u0131k ortam\u0131nda opsiyonlar daha ucuz olur; bu da GBP\/USD\u2019de \u201cput\u201d opsiyonu (kur d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 kazan\u00e7 sa\u011flayan opsiyon t\u00fcr\u00fc) alarak daha d\u00fc\u015f\u00fck maliyetle d\u00fc\u015f\u00fc\u015f beklentisi ta\u015f\u0131may\u0131 m\u00fcmk\u00fcn k\u0131lar. 2025\u2019te 1,3100 civar\u0131nda \u00e7al\u0131\u015fan y\u00fckselen trend deste\u011fi (fiyat\u0131 yukar\u0131 ta\u015f\u0131yan destek \u00e7izgisi) aylar \u00f6nce net bi\u00e7imde k\u0131r\u0131ld\u0131; bu da uzun vadeli d\u00fc\u015f\u00fc\u015f e\u011filimine i\u015faret ediyor.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Jeopolitik gerilim t\u0131rman\u0131rken sterlin dolara kar\u015f\u0131 %0,2 y\u00fckseldi; GBP\/USD 1,3241\u2019de. DXY geriledi, risk i\u015ftah\u0131 zay\u0131flad\u0131. ABD verisi kar\u0131\u015f\u0131k, Fed \u015fahin; \u0130ngiltere PMI d\u00fc\u015f\u00fc\u015fte, d\u00fc\u015f\u00fc\u015f opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\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-44130","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\/44130","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=44130"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44130\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}