NZD\/USD, Asya\u2019da 0,5700\u2019e geriledikten sonra \u00fc\u00e7\u00fcnc\u00fc g\u00fcnde de y\u00fckseldi ve ABD-\u0130ran ate\u015fkes haberlerinin ard\u0131ndan \u00c7ar\u015famba g\u00fcn\u00fc yakla\u015f\u0131k iki haftan\u0131n zirvesine \u00e7\u0131kt\u0131. Parite 0,5800\u2019in \u00fczerinde tutundu ve Yeni Zelanda Merkez Bankas\u0131 (RBNZ) karar\u0131n\u0131n ard\u0131ndan fazla de\u011fi\u015fmedi.<\/p>\n
RBNZ, beklendi\u011fi gibi politika faizini (Official Cash Rate: bankalar\u0131n k\u0131sa vadeli bor\u00e7lanma maliyetini belirleyen ana faiz) ikinci toplant\u0131 \u00fcst \u00fcste %2,25\u2019te b\u0131rakt\u0131. Banka, \u0130ran sava\u015f\u0131yla ba\u011flant\u0131l\u0131 b\u00fcy\u00fcme ve enflasyon (fiyat art\u0131\u015f h\u0131z\u0131) g\u00f6r\u00fcn\u00fcm\u00fcndeki belirsizli\u011fe i\u015faret etti. Karar\u0131n NZD \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kal\u0131rken, odak Ba\u015fkan Dr Anna Breman\u2019\u0131n bas\u0131n toplant\u0131s\u0131na \u00e7evrildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, Tahran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n derhal ve g\u00fcvenli \u015fekilde a\u00e7\u0131lmas\u0131n\u0131 kabul etmesi halinde \u0130ran\u2019a planlanan askeri sald\u0131r\u0131lar\u0131n iki hafta s\u00fcreyle durdurulaca\u011f\u0131n\u0131 s\u00f6yledi. \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Seyed Abbas Araghchi ise \u00fclkeye y\u00f6nelik sald\u0131r\u0131lar biterse \u0130ran\u2019\u0131n savunma operasyonlar\u0131n\u0131 durduraca\u011f\u0131n\u0131 belirtti.<\/p>\n
Araghchi, su yolundan g\u00fcvenli ge\u00e7i\u015fin iki hafta boyunca m\u00fcmk\u00fcn olaca\u011f\u0131n\u0131 da s\u00f6yledi. Bu a\u00e7\u0131klama petrol fiyatlar\u0131nda sert d\u00fc\u015f\u00fc\u015fe yol a\u00e7arken enflasyon kayg\u0131lar\u0131n\u0131 azaltt\u0131. Bu tablo, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz art\u0131r\u0131m\u0131 beklentilerini d\u00fc\u015f\u00fcrd\u00fc; ABD dolar\u0131n\u0131 bask\u0131larken NZD\/USD\u2019yi destekledi.<\/p>\n
Benzer \u015fekilde, ABD dolar\u0131 taraf\u0131nda da tablo de\u011fi\u015fti. Fed, kendi enflasyon sorunlar\u0131n\u0131 y\u00f6netmek i\u00e7in politika faizini %5\u2019in \u00fczerinde tutmay\u0131 s\u00fcrd\u00fcrd\u00fc. Bu durum, 2025\u2019te ate\u015fkes haberlerinin faiz art\u0131r\u0131m\u0131 beklentilerini zay\u0131flatt\u0131\u011f\u0131 ko\u015fullardan belirgin bi\u00e7imde farkl\u0131. ABD\u2019de y\u00fcksek faiz dolar i\u00e7in taban etkisi yarat\u0131rken, NZD\/USD\u2019nin kar\u015f\u0131t merkez bankas\u0131 politikalar\u0131 nedeniyle daha \u00e7ok bant i\u00e7inde hareket etmesine i\u015faret ediyor.<\/p>\n
Jeopolitik cephede de \u00f6nemli bir fark var. 2025\u2019te g\u00f6rd\u00fc\u011f\u00fcm\u00fcz ge\u00e7ici petrol d\u00fc\u015f\u00fc\u015f\u00fc geride kald\u0131. Orta Do\u011fu\u2019daki s\u00fcren gerilim, Brent petrol\u00fcn\u00fc 2026 ba\u015f\u0131na kadar varil ba\u015f\u0131na 90 dolar civar\u0131nda y\u00fcksek seviyelerde tuttu ve k\u00fcresel enflasyon endi\u015felerini canl\u0131 tuttu. Bu arka plan, temkinli duru\u015fu destekliyor ve merkez bankalar\u0131n\u0131n faizleri daha uzun s\u00fcre y\u00fcksek tutma kararl\u0131l\u0131\u011f\u0131n\u0131 g\u00fc\u00e7lendiriyor.<\/p>\n
Bu \u00e7er\u00e7evede yat\u0131r\u0131mc\u0131lar, hem Yeni Zelanda hem de ABD\u2019de kritik enflasyon verileri a\u00e7\u0131klan\u0131rken olu\u015fabilecek oynakl\u0131\u011f\u0131 (fiyatlar\u0131n h\u0131zl\u0131 ve sert de\u011fi\u015fmesi) i\u015flem yapmak i\u00e7in opsiyonlar\u0131 de\u011ferlendirebilir. NZD\/USD\u2019de \u201cstraddle\u201d (ayn\u0131 vadede hem al\u0131m hem sat\u0131m opsiyonu alma; y\u00f6n tahmini yapmadan b\u00fcy\u00fck hareketten faydalanma) stratejisi, bir T\u00dcFE (CPI: t\u00fcketici fiyat endeksi, enflasyonu \u00f6l\u00e7en ana g\u00f6sterge) verisi sonras\u0131 iki y\u00f6nde de sert fiyat hareketinden yararlanmak i\u00e7in etkili olabilir. Piyasa, 2025\u2019teki man\u015fet etkilerinden \u00e7ok, art\u0131k somut verilere odaklan\u0131yor.<\/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":" Ate\u015fkes man\u015fetleri NZD\/USD\u2019yi 0,5800 \u00fcst\u00fcne ta\u015f\u0131d\u0131; RBNZ faizi %2,25\u2019te b\u0131rakt\u0131. Petrol d\u00fc\u015f\u00fc\u015f\u00fc enflasyon kayg\u0131s\u0131n\u0131 azaltt\u0131, dolar zay\u0131flad\u0131. Piyasa \u015fimdi CPI verileri ve straddle stratejisine odaklan\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-44179","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\/44179","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=44179"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44179\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}