GBP\/JPY, Cuma g\u00fcn\u00fc erken Avrupa i\u015flemlerinde art arda be\u015finci g\u00fcnde y\u00fckseldi ve 213,85 civar\u0131nda iki ay\u0131n en y\u00fcksek seviyesini g\u00f6rd\u00fc. Parite, haftay\u0131 g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015fle kapatmaya haz\u0131rlan\u0131yordu.<\/p>\n
Japon yeni, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki istikrars\u0131zl\u0131k endi\u015feleriyle zay\u0131f kald\u0131. \u0130ran, \u0130srail\u2019in L\u00fcbnan\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan rotadaki ge\u00e7i\u015fi yeniden durdurdu. Donald Trump, \u0130ran\u2019la anla\u015fma sa\u011flanamazsa yeni sald\u0131r\u0131lar olabilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
Japonya\u2019n\u0131n ham petrol ithalat\u0131n\u0131n yakla\u015f\u0131k %90\u2019\u0131 H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7iyor. Kesintinin s\u00fcrmesi halinde Japon ekonomisinin olumsuz etkilenebilece\u011fi endi\u015fesi artt\u0131.<\/p>\n
Benjamin Netanyahu, yetkililere L\u00fcbnan ile do\u011frudan m\u00fczakerelerin en k\u0131sa s\u00fcrede ba\u015flat\u0131lmas\u0131 talimat\u0131n\u0131 verdi\u011fini s\u00f6yledi. ABD D\u0131\u015fi\u015fleri\u2019nden bir yetkili, L\u00fcbnan\u2013\u0130srail g\u00f6r\u00fc\u015fmelerinin gelecek hafta Washington\u2019da yap\u0131laca\u011f\u0131n\u0131 belirtti.<\/p>\n
ABD\u2013\u0130ran g\u00f6r\u00fc\u015fmelerinin Cuma gecesi ile Cumartesi aras\u0131nda a\u015famal\u0131 \u015fekilde yap\u0131lmas\u0131 planlan\u0131yordu. Ate\u015fkes umutlar\u0131, ham petrol fiyatlar\u0131ndaki y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131 ve yen \u00fczerindeki bask\u0131y\u0131 azaltt\u0131.<\/p>\n
ABD dolar\u0131ndaki g\u00fc\u00e7lenme, sterlin \u00fczerinde bask\u0131 yaratarak GBP\/JPY\u2019de y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131. Buna ra\u011fmen parite y\u00fckseli\u015f e\u011filimini korudu; geri \u00e7ekilmelerin s\u0131n\u0131rl\u0131 kalmas\u0131 bekleniyordu.<\/p>\n
10 Nisan saat 08:14 GMT\u2019de yap\u0131lan d\u00fczeltmede, hareketin 133,85 civar\u0131nda bir ay\u0131n zirvesi de\u011fil, 213,85 civar\u0131nda iki ay\u0131n zirvesi oldu\u011fu belirtildi.<\/p>\n
2025\u2019in ayn\u0131 d\u00f6neminde GBP\/JPY\u2019nin 213,00 seviyesinin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 benzer bir tablo hat\u0131rlan\u0131yor. O d\u00f6nemde H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki gerilim, enerji ithalat\u0131na ba\u011f\u0131ml\u0131 Japon ekonomisi i\u00e7in \u00f6nemli bir olumsuz fakt\u00f6rd\u00fc. Yen\u2019deki bu temel zay\u0131fl\u0131k, y\u0131l\u0131n ikinci yar\u0131s\u0131nda \u00e7apraz kurda (iki para birimi aras\u0131ndaki kur; burada sterlin\/yen) y\u00fckseli\u015fi desteklemi\u015fti.<\/p>\n
Yen\u2019deki zay\u0131fl\u0131\u011f\u0131n ana nedeni, iki \u00fclke aras\u0131ndaki b\u00fcy\u00fck faiz fark\u0131 olmaya devam ediyor. \u0130ngiltere Merkez Bankas\u0131 (BoE), enflasyonu kontrol etmek i\u00e7in faizi %5,5 seviyesinde tutarken, Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) faizi yaln\u0131zca %0,1\u2019e \u00e7\u0131karmas\u0131 yen i\u00e7in s\u0131n\u0131rl\u0131 destek sa\u011fl\u0131yor. Bu fark, \u201ccarry trade\u201d i\u015flemlerini cazip k\u0131l\u0131yor: d\u00fc\u015f\u00fck faizli para biriminde (yen) bor\u00e7lan\u0131p y\u00fcksek faizli para birimine (sterlin) ge\u00e7erek faiz fark\u0131ndan kazan\u00e7 hedeflenen strateji. Bu nedenle GBP\/JPY\u2019de \u201cuzun pozisyon\u201d (fiyat y\u00fckseli\u015finden kazan\u00e7 hedefleyen al\u0131m y\u00f6nl\u00fc pozisyon) ta\u015f\u0131mak daha cazip g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Jeopolitik risk, yen i\u00e7in \u00f6nemli bir k\u0131r\u0131lganl\u0131k olmaya devam ediyor. Japonya\u2019n\u0131n Orta Do\u011fu ham petrol\u00fcne ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azalmad\u0131; METI (Japonya Ekonomi, Ticaret ve Sanayi Bakanl\u0131\u011f\u0131) verilerine g\u00f6re arz\u0131n %92\u2019den fazlas\u0131 h\u00e2l\u00e2 b\u00f6lgeden ge\u00e7iyor. Bu nedenle gerilimde olas\u0131 bir t\u0131rman\u0131\u015f, yen\u2019de h\u0131zl\u0131 sat\u0131\u015f getirebilir.<\/p>\n
Y\u00fckseli\u015f e\u011filimi s\u00fcrd\u00fc\u011f\u00fc i\u00e7in, yat\u0131r\u0131mc\u0131lar GBP\/JPY\u2019deki geri \u00e7ekilmeleri yeni y\u00fckseli\u015f i\u00e7in f\u0131rsat olarak de\u011ferlendirebilir. \u201cCall opsiyonu\u201d (belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) almak veya \u201cbull call spread\u201d (al\u0131m y\u00f6nl\u00fc opsiyon stratejisi; bir call al\u0131p daha y\u00fcksek kullan\u0131m fiyatl\u0131 ba\u015fka bir call satarak maliyeti d\u00fc\u015f\u00fcrme) uygulamak, yukar\u0131 y\u00f6nl\u00fc hareketten faydalan\u0131rken riski s\u0131n\u0131rland\u0131rmaya yard\u0131mc\u0131 olabilir. Bu stratejiler, faiz fark\u0131n\u0131n olu\u015fturdu\u011fu kademeli y\u00fckseli\u015ften ve jeopolitik haberlerin yaratabilece\u011fi ani \u201coynakl\u0131k\u201dtan (fiyatlar\u0131n h\u0131zl\u0131 ve geni\u015f aral\u0131kta dalgalanmas\u0131) yararlanabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Sterlin\/yen 213,85\u2019le iki ay\u0131n zirvesinde: H\u00fcrm\u00fcz riski ve Japonya\u2019n\u0131n enerji ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 yeni zay\u0131flat\u0131yor. BoE\u2013BoJ faiz fark\u0131 carry trade\u2019i destekliyor; dolar bask\u0131s\u0131na ra\u011fmen geri \u00e7ekilmeler al\u0131m f\u0131rsat\u0131.<\/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-44323","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\/44323","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=44323"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44323\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}