Sterlin Per\u015fembe g\u00fcn\u00fc hafif geriledi; Avrupa seans\u0131nda ABD Dolar\u0131 kar\u015f\u0131s\u0131nda 1,3400 civar\u0131nda i\u015flem g\u00f6rd\u00fc. \u00c7ar\u015famba g\u00fcn\u00fc Orta Do\u011fu\u2019da ate\u015fkes (\u00e7at\u0131\u015fmalar\u0131n durdurulmas\u0131) duyurulmas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar daha temkinli davran\u0131nca i\u015flemler sakin kald\u0131.<\/p>\n
S&P 500 vadeli i\u015flemleri (endeksin gelecekteki fiyat\u0131na y\u00f6nelik s\u00f6zle\u015fmeler) Avrupa i\u015flemlerinde %0,2 d\u00fc\u015ferek yakla\u015f\u0131k 6.770\u2019e indi. ABD Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc g\u00f6steren \u00f6l\u00e7\u00fct) ise hafif y\u00fckselerek 99,10 seviyesine yakla\u015ft\u0131. Piyasalar, iki haftal\u0131k ABD-\u0130ran ate\u015fkesinin kal\u0131c\u0131 olup olmayaca\u011f\u0131na dair belirsizli\u011fi fiyatlad\u0131.<\/p>\n
\u0130srail\u2019in, \u0130ran destekli Husilere y\u00f6nelik sald\u0131r\u0131lar\u0131 s\u00fcrd\u00fcrmesiyle endi\u015feler artt\u0131. Reuters\u2019a g\u00f6re \u0130srail Savunma Kuvvetleri, Hizbullah Genel Sekreteri Naim Kas\u0131m\u2019\u0131n ki\u015fisel sekreteri ve ye\u011feni olarak tan\u0131t\u0131lan Ali Yusuf Har\u015fi\u2019yi \u00f6ld\u00fcrd\u00fc.<\/p>\n
\u0130ran Meclis Ba\u015fkan\u0131 ve ba\u015f m\u00fczakereci (g\u00f6r\u00fc\u015fmeleri y\u00fcr\u00fcten ki\u015fi) Muhammed Bak\u0131r Kalibaf, X\u2019te yapt\u0131\u011f\u0131 payla\u015f\u0131mda ABD\u2019yi 10 maddelik \u00f6nerinin ilk maddesini ihlal etmekle su\u00e7lad\u0131. Bu madde, \u201cL\u00fcbnan ve di\u011fer b\u00f6lgeler dahil her yerde derhal ate\u015fkes, hemen y\u00fcr\u00fcrl\u00fc\u011fe girecek \u015fekilde\u201d \u00e7a\u011fr\u0131s\u0131 yap\u0131yordu.<\/p>\n
ABD ve \u0130ran, 10 maddelik bar\u0131\u015f plan\u0131 kapsam\u0131nda ilk tur g\u00f6r\u00fc\u015fmeler i\u00e7in Pakistan\u2019a ekip g\u00f6ndereceklerini a\u00e7\u0131klad\u0131. \u0130ngiltere\u2019de ise yat\u0131r\u0131mc\u0131lar, de\u011fi\u015fen enflasyon beklentilerinin (fiyat art\u0131\u015f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerin) faiz beklentilerini de\u011fi\u015ftirebilmesi nedeniyle \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) g\u00f6r\u00fcn\u00fcm\u00fcne dair yeni sinyaller arad\u0131.<\/p>\n
Gerilimin d\u00fc\u015fmesiyle enerji fiyatlar\u0131 dengelendi; \u0130ngiltere enflasyonu hedefe do\u011fru geriledi ve Mart 2026 i\u00e7in %2,4 olarak a\u00e7\u0131kland\u0131. Bu durum, BoE\u2019nin faiz indirimlerine (politika faizini d\u00fc\u015f\u00fcrmesine) odaklan\u0131lmas\u0131na yol a\u00e7t\u0131; piyasalar y\u0131l sonuna kadar en az iki indirim fiyatl\u0131yor. Sonu\u00e7 olarak Sterlin, 2025 zirvelerinden belirgin \u015fekilde zay\u0131flad\u0131 ve \u015fu anda 1,2550 civar\u0131nda i\u015flem g\u00f6r\u00fcyor.<\/p>\n
ABD taraf\u0131nda ise ekonomi g\u00fc\u00e7l\u00fc kalmaya devam ediyor. Mart 2026 Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (ABD\u2019de tar\u0131m d\u0131\u015f\u0131 sekt\u00f6rlerdeki ayl\u0131k istihdam art\u0131\u015f\u0131) verisi, beklentilerin \u00fczerinde 275 bin ki\u015filik art\u0131\u015f g\u00f6sterdi. Bu kal\u0131c\u0131 g\u00fc\u00e7, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimine acele etmesi i\u00e7in az neden b\u0131rak\u0131yor; dolar\u0131 destekliyor. Merkez bankas\u0131 politikalar\u0131ndaki bu ayr\u0131\u015fma, \u00f6n\u00fcm\u00fczdeki haftalarda t\u00fcrev \u00fcr\u00fcn (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7) stratejilerinin ana belirleyicisi olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Bu net politika ayr\u0131\u015fmas\u0131yla, Sterlin y\u00fckseli\u015flerini call opsiyonlar\u0131yla (belirli bir fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) sat\u0131\u015f y\u00f6n\u00fcnde de\u011ferlendirmek ya da GBP\/USD vadeli i\u015flemlerinde (kurun gelecekteki seviyesine y\u00f6nelik s\u00f6zle\u015fmeler) d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyon almak mant\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor. Piyasan\u0131n \u201ckorku g\u00f6stergesi\u201d olarak bilinen VIX endeksi (S&P 500 i\u00e7in beklentiye dayal\u0131 oynakl\u0131k \u00f6l\u00e7\u00fcm\u00fc) \u015fu anda 15 ile g\u00f6rece sakin. Bu da, dolar kar\u015f\u0131s\u0131nda sterlinde ek zay\u0131fl\u0131k beklentisiyle pozisyon almak isteyenler i\u00e7in opsiyonlar\u0131n a\u015f\u0131r\u0131 pahal\u0131 olmad\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jeopolitik ate\u015fkes belirsizli\u011fi piyasalar\u0131 temkinli tutarken, sterlin dolara kar\u015f\u0131 s\u0131n\u0131rl\u0131 geriledi. BoE indirim beklentisi art\u0131yor, Fed g\u00fc\u00e7l\u00fc veriyle beklemede. GBP\/USD\u2019de d\u00fc\u015f\u00fc\u015f, opsiyonlarla \u00f6ne \u00e7\u0131k\u0131yor.<\/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-44236","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\/44236","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=44236"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44236\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}