{"id":44366,"date":"2026-04-10T22:51:30","date_gmt":"2026-04-10T22:51:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/iran-meclis-baskani-baris-gorusmeleri-icin-once-lubnanda-ateskes-ve-iranin-dondurulmus-varliklarinin-serbest-birakilmasi-gerekiyor\/"},"modified":"2026-04-10T22:51:30","modified_gmt":"2026-04-10T22:51:30","slug":"iran-meclis-baskani-baris-gorusmeleri-icin-once-lubnanda-ateskes-ve-iranin-dondurulmus-varliklarinin-serbest-birakilmasi-gerekiyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/iran-meclis-baskani-baris-gorusmeleri-icin-once-lubnanda-ateskes-ve-iranin-dondurulmus-varliklarinin-serbest-birakilmasi-gerekiyor\/","title":{"rendered":"\u0130ran Meclis Ba\u015fkan\u0131: Bar\u0131\u015f g\u00f6r\u00fc\u015fmeleri i\u00e7in \u00f6nce L\u00fcbnan\u2019da ate\u015fkes ve \u0130ran\u2019\u0131n dondurulmu\u015f varl\u0131klar\u0131n\u0131n serbest b\u0131rak\u0131lmas\u0131 gerekiyor"},"content":{"rendered":"

\u0130ran Meclis Ba\u015fkan\u0131 Muhammed Bak\u0131r Kalibaf, cuma g\u00fcn\u00fc X\u2019te yapt\u0131\u011f\u0131 payla\u015f\u0131mda, taraflar aras\u0131nda \u00fczerinde anla\u015f\u0131lan iki ad\u0131m\u0131n m\u00fczakereler ba\u015flamadan \u00f6nce at\u0131lmas\u0131 gerekti\u011fini yazd\u0131. Kalibaf, bunlar\u0131n L\u00fcbnan\u2019da ate\u015fkes ve \u0130ran\u2019\u0131n dondurulmu\u015f varl\u0131klar\u0131n\u0131n serbest b\u0131rak\u0131lmas\u0131 oldu\u011funu s\u00f6yledi.<\/p>\n

Kalibaf, her iki ad\u0131m\u0131n da hen\u00fcz uygulanmad\u0131\u011f\u0131n\u0131 belirtti. M\u00fczakerelerin ba\u015flamas\u0131ndan \u00f6nce bu ko\u015fullar\u0131n yerine getirilmesi gerekti\u011fini ifade etti.<\/p>\n

Piyasa Tepkisi ve Hassasiyet<\/h3>\n

ABD Dolar Endeksi (DXY) g\u00fcn i\u00e7inde 98,60\u2019a do\u011fru geriledi. Haberin endekste belirgin bir de\u011fi\u015fime yol a\u00e7mad\u0131\u011f\u0131 bildirildi.<\/p>\n

Ge\u00e7mi\u015fte bu t\u00fcr a\u00e7\u0131klamalar piyasalar\u0131 neredeyse hi\u00e7 oynatmazd\u0131; DXY 98,60 civar\u0131nda seyrederken benzer s\u00f6ylemler s\u0131n\u0131rl\u0131 etki yarat\u0131yordu. Ancak bug\u00fcn gerilim \u00e7ok daha y\u00fcksek ve b\u00f6lgeden gelen benzer s\u00f6ylemler art\u0131k petrol fiyatlar\u0131 \u00fczerinde daha fazla etkili oluyor. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n, man\u015fetlere ba\u011fl\u0131 ani fiyat dalgalanmalar\u0131na haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekiyor.<\/p>\n

Yenilenen jeopolitik risk (siyasi\/asker\u00ee gerilimden do\u011fan piyasa riski) nedeniyle, ham petrol vadeli i\u015flemleri (ileride teslim edilecek petrol i\u00e7in bug\u00fcnden yap\u0131lan s\u00f6zle\u015fme) \u00fczerinde al\u0131m opsiyonu (call: belirli fiyattan alma hakk\u0131) al\u0131nmas\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Brent petrol son bir ayda %8\u2019in \u00fczerinde y\u00fckselerek varil ba\u015f\u0131na 95 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131; H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda (k\u00fcresel petrol sevkiyat\u0131nda kritik ge\u00e7i\u015f noktas\u0131) ya\u015fanacak bir aksama fiyat\u0131 daha da yukar\u0131 ta\u015f\u0131yabilir. Petrol opsiyonlar\u0131nda ima edilen oynakl\u0131k (implied volatility: opsiyon fiyatlar\u0131na yans\u0131yan beklenen dalgalanma) alt\u0131 ay\u0131n zirvesine \u00e7\u0131kt\u0131; bu da piyasan\u0131n sert hareket olas\u0131l\u0131\u011f\u0131n\u0131 daha fazla fiyatlad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n

Oynakl\u0131k ve G\u00fcvenli Limanlarla Korunma<\/h3>\n

Bu yaln\u0131zca petrol hik\u00e2yesi de\u011fil; genel piyasa tedirginli\u011fiyle ilgili. Bu y\u00fczden oynakl\u0131\u011f\u0131n kendisine de bakmak gerekiyor. VIX endeksi (piyasa korkusunu \u00f6l\u00e7en, S&P 500 i\u00e7in beklenen oynakl\u0131k g\u00f6stergesi) ge\u00e7en ay 14 seviyesinden bu hafta 19,5\u2019in \u00fczerine \u00e7\u0131kt\u0131; bu, yat\u0131r\u0131mc\u0131lar\u0131n aktif bi\u00e7imde koruma (hedge: zarar riskini azaltma ama\u00e7l\u0131 pozisyon) ald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. VIX al\u0131m opsiyonlar\u0131 ya da SPDR S&P 500 ETF (SPY) \u00fczerinde sat\u0131m opsiyonlar\u0131 (put: belirli fiyattan satma hakk\u0131) daha geni\u015f bir piyasa d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma sa\u011flayabilir.<\/p>\n

Ge\u00e7mi\u015ften farkl\u0131 olarak ABD dolar\u0131 farkl\u0131 bir konumda; merkez bankas\u0131 politikalar\u0131ndaki ayr\u0131\u015fma (faiz ve para politikas\u0131 farklar\u0131) nedeniyle DXY \u015fu anda 105,5 civar\u0131nda g\u00fc\u00e7l\u00fc. Dolar geleneksel bir g\u00fcvenli liman olsa da alt\u0131na da g\u00fc\u00e7l\u00fc giri\u015fler g\u00f6r\u00fcl\u00fcyor; alt\u0131n son d\u00f6nemde ons ba\u015f\u0131na 2.450 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Alt\u0131n vadeli i\u015flemlerinde uzun pozisyon (fiyat art\u0131\u015f\u0131na oynama) ya da alt\u0131n ETF\u2019lerinde al\u0131m opsiyonu, bu jeopolitik riske kar\u015f\u0131 daha do\u011frudan bir koruma sunabilir.<\/p>\n

Y\u00fcksek oynakl\u0131k ortam\u0131nda maliyeti y\u00f6netmek i\u00e7in, opsiyonu do\u011frudan almak yerine t\u00fcrev \u201cspread\u201d stratejileri (ayn\u0131 varl\u0131kta farkl\u0131 kullan\u0131m fiyatlar\u0131na sahip opsiyonlar\u0131 birlikte al\u0131p satarak maliyeti ve riski s\u0131n\u0131rlama) kullan\u0131labilir. \u00d6rne\u011fin bir petrol ETF\u2019si \u00fczerinde \u201cbull call spread\u201d (daha d\u00fc\u015f\u00fck kullan\u0131m fiyatl\u0131 call al\u0131p daha y\u00fcksek kullan\u0131m fiyatl\u0131 call satma; y\u00fckseli\u015f beklentisiyle maliyeti ve potansiyel kazanc\u0131 s\u0131n\u0131rlama) fiyat art\u0131\u015f\u0131na oynarken hem olas\u0131 k\u00e2r\u0131 hem de ba\u015flang\u0131\u00e7 maliyetini s\u0131n\u0131rlar. \u00d6n\u00fcm\u00fczdeki haftalardaki belirsizli\u011fi yakalamak i\u00e7in May\u0131s sonu ve Haziran 2026 vadeli (vade\/sona erme tarihi: opsiyonun ge\u00e7erlili\u011finin bitti\u011fi tarih) opsiyonlar izleniyor.<\/p>\n

<\/figure>\n","protected":false},"excerpt":{"rendered":"

Man\u015fetler bu kez piyasay\u0131 yak\u0131yor: Kalibaf, m\u00fczakere \u00f6ncesi L\u00fcbnan\u2019da ate\u015fkes ve \u0130ran varl\u0131klar\u0131n\u0131n serbest b\u0131rak\u0131lmas\u0131n\u0131 \u015fart ko\u015ftu. DXY tepki vermedi; petrol, VIX ve alt\u0131n oynakl\u0131\u011f\u0131 t\u0131rmand\u0131r\u0131yor. Opsiyonlarla hedge \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-44366","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\/44366","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=44366"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44366\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}