{"id":44256,"date":"2026-04-10T06:12:47","date_gmt":"2026-04-10T06:12:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/0870e-geriledikten-sonra-eur-gbp-hisse-senedi-yukselislerine-ragmen-sterline-yonelik-riskler-surerken-biraz-daha-dusebilir\/"},"modified":"2026-04-10T06:12:47","modified_gmt":"2026-04-10T06:12:47","slug":"0870e-geriledikten-sonra-eur-gbp-hisse-senedi-yukselislerine-ragmen-sterline-yonelik-riskler-surerken-biraz-daha-dusebilir","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/0870e-geriledikten-sonra-eur-gbp-hisse-senedi-yukselislerine-ragmen-sterline-yonelik-riskler-surerken-biraz-daha-dusebilir\/","title":{"rendered":"0,870\u2019e geriledikten sonra EUR\/GBP, hisse senedi y\u00fckseli\u015flerine ra\u011fmen sterline y\u00f6nelik riskler s\u00fcrerken biraz daha d\u00fc\u015febilir"},"content":{"rendered":"<p>ING, EUR\/GBP\u2019nin 0,870\u2019e gerilemesinin ard\u0131ndan daha fazla d\u00fc\u015f\u00fc\u015f i\u00e7in alan\u0131n\u0131n s\u0131n\u0131rl\u0131 oldu\u011funu s\u00f6yledi. Bu hareketin, sterlinin (\u0130ngiliz para birimi) borsalardaki sert y\u00fckseli\u015fe (hisse senetlerinde g\u00fc\u00e7l\u00fc ralli) duyarl\u0131l\u0131\u011f\u0131yla ba\u011flant\u0131l\u0131 oldu\u011fu belirtildi. ING, euro b\u00f6lgesinde faiz beklentilerinin \u201ckat\u0131\u201d kalabilece\u011fini; buna kar\u015f\u0131l\u0131k \u0130ngiltere faizlerinin daha \u201cg\u00fcvercin\u201d (faiz indirimi ihtimalini art\u0131ran, daha yumu\u015fak) \u015fekilde yeniden fiyatlanabilece\u011fini ifade etti.<\/p>\n<p>ING\u2019ye g\u00f6re bu senaryo, enerji fiyatlar\u0131 d\u00fc\u015fmeye devam eder ve piyasalar \u0130ngiltere Merkez Bankas\u0131 (BoE) beklentilerini yeniden ayarlarsa ger\u00e7ekle\u015febilir. ING, sava\u015f ba\u015flamadan \u00f6nce BoE\u2019nin faiz indirimine haz\u0131r oldu\u011funu hat\u0131rlat\u0131rken, \u0130ngiltere\u2019de \u201cikinci tur etkilerin\u201d (ilk fiyat art\u0131\u015flar\u0131n\u0131n ard\u0131ndan \u00fccretler ve di\u011fer maliyetler \u00fczerinden enflasyonu yeniden besleyen dalga) 2022\u2019ye g\u00f6re daha zay\u0131f oldu\u011funu s\u00f6yledi.<\/p>\n<h3>BoE ECB Politika Ayr\u0131\u015fmas\u0131<\/h3>\n<p>ING, BoE Ba\u015fkan\u0131 Andrew Bailey ile Catherine Mann ve Megan Greene\u2019den gelecek a\u00e7\u0131klamalar\u0131n piyasa fiyatlamas\u0131n\u0131 etkileyebilece\u011fini belirtti. ING, piyasalar\u0131n \u015fu anda 30 baz puan (bp; faizde y\u00fczde 0,30 puan) fiyatlad\u0131\u011f\u0131n\u0131 ve bu fiyatlaman\u0131n bu y\u0131l bir faiz art\u0131\u015f\u0131n\u0131n bile alt\u0131na indirilebilece\u011fini s\u00f6yledi.<\/p>\n<p>ING, bunun EUR\/GBP\u2019nin bu \u00e7eyrekte yeniden 0,880\u2019e do\u011fru hareketini destekleyebilece\u011fini ifade etti.<\/p>\n<h3>EUR GBP Strateji G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n<p>Vadeli i\u015flem piyasalar\u0131 (gelecekteki fiyat beklentilerini yans\u0131tan piyasalar) art\u0131k A\u011fustos 2026\u2019ya kadar BoE\u2019nin faiz indirimi yapma olas\u0131l\u0131\u011f\u0131n\u0131 %75 olarak fiyatlarken, Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) duru\u015funu korudu\u011fu varsay\u0131l\u0131yor. T\u00fcrev \u00fcr\u00fcn (fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal s\u00f6zle\u015fme) yat\u0131r\u0131mc\u0131lar\u0131, EUR\/GBP\u2019de ek g\u00fc\u00e7lenme beklentisiyle, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte vadesi dolan ve 0,8850 kullan\u0131m fiyatl\u0131 (strike; opsiyonun i\u015flem yap\u0131laca\u011f\u0131 seviye) al\u0131m opsiyonu (call option; kur belirli seviyenin \u00fczerine \u00e7\u0131karsa kazan\u00e7 sa\u011flayan opsiyon) alarak pozisyon alabilir. Bu yakla\u015f\u0131m, riski \u00f6nceden belirli tutarken BoE\u2019nin faiz indirimine yakla\u015fmas\u0131yla olu\u015fabilecek y\u00fckseli\u015f potansiyelini yakalamay\u0131 hedefler.<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki haftalarda sterlinin, \u0130ngiltere b\u00fcy\u00fcme verilerine (ekonominin h\u0131z\u0131na i\u015faret eden g\u00f6stergeler) duyarl\u0131 kalmas\u0131 beklenir. Ekonomik zay\u0131fl\u0131k sinyali, BoE\u2019nin faiz indirimi ihtimaline y\u00f6nelik beklentileri h\u0131zland\u0131rabilir. Bu nedenle, EUR\/GBP kurunda kademeli y\u00fckseli\u015ften fayda sa\u011flayan stratejiler \u015fu a\u015famada daha uygun g\u00f6r\u00fcn\u00fcyor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sterlinde ralli sonras\u0131 nefes mi? ING, EUR\/GBP 0,870\u2019e gerilese de d\u00fc\u015f\u00fc\u015f alan\u0131 s\u0131n\u0131rl\u0131 diyor. ECB daha \u015fahin, BoE daha g\u00fcvercin fiyatlan\u0131rsa parite \u00e7eyrekte 0,880\u2019e toparlanabilir.<\/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-44256","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\/44256","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=44256"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44256\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44256"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44256"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}