{"id":44370,"date":"2026-04-10T23:21:47","date_gmt":"2026-04-10T23:21:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/pakistanin-ev-sahipliginde-yapilan-abd-iran-gorusmelerinin-risk-istahini-artirmasiyla-sterlin-dolara-karsi-yukseldi-mart-enflasyonundaki-beklenen-sicramaya-ragmen\/"},"modified":"2026-04-10T23:21:47","modified_gmt":"2026-04-10T23:21:47","slug":"pakistanin-ev-sahipliginde-yapilan-abd-iran-gorusmelerinin-risk-istahini-artirmasiyla-sterlin-dolara-karsi-yukseldi-mart-enflasyonundaki-beklenen-sicramaya-ragmen","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/pakistanin-ev-sahipliginde-yapilan-abd-iran-gorusmelerinin-risk-istahini-artirmasiyla-sterlin-dolara-karsi-yukseldi-mart-enflasyonundaki-beklenen-sicramaya-ragmen\/","title":{"rendered":"Pakistan\u2019\u0131n ev sahipli\u011finde yap\u0131lan ABD\u2013\u0130ran g\u00f6r\u00fc\u015fmelerinin risk i\u015ftah\u0131n\u0131 art\u0131rmas\u0131yla sterlin dolara kar\u015f\u0131 y\u00fckseldi; mart enflasyonundaki beklenen s\u0131\u00e7ramaya ra\u011fmen"},"content":{"rendered":"

GBP\/USD, Pakistan\u2019ta yap\u0131lmas\u0131 planlanan ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri \u00f6ncesinde risk i\u015ftah\u0131n\u0131n (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme iste\u011fi) artmas\u0131yla cuma g\u00fcn\u00fc y\u00fckseldi. Parite 1,3461 seviyesinde, %0,20 art\u0131da i\u015flem g\u00f6rd\u00fc.<\/p>\n

ABD T\u00dcFE (T\u00fcketici Fiyat Endeksi) martta y\u0131ll\u0131k %3,3 artt\u0131; beklentiyle uyumlu ve \u015fubattaki %2,4\u2019\u00fcn \u00fczerinde. \u00c7ekirdek enflasyon (enerji ve g\u0131da gibi oynak kalemler hari\u00e7) %2,5\u2019ten %2,6\u2019ya y\u00fckseldi; %2,7 beklentisinin alt\u0131nda kald\u0131.<\/p>\n

Dolar Tepkisi ve Piyasa Havas\u0131<\/h3>\n

Veri sonras\u0131 ABD Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc g\u00f6steren endeks) %0,13 d\u00fc\u015f\u00fc\u015fle 98,66\u2019ya indi ve d\u00f6rt haftan\u0131n en d\u00fc\u015f\u00fck seviyelerine yakla\u015ft\u0131. Michigan \u00dcniversitesi t\u00fcketici g\u00fcven endeksi nisanda 53,3\u2019ten 47,6\u2019ya geriledi; 52 beklentisinin alt\u0131nda kald\u0131.<\/p>\n

Anket, y\u00fcksek enerji maliyetlerine i\u015faret etti; benzin galon ba\u015f\u0131na 4 dolara \u00e7\u0131kt\u0131. Bir y\u0131ll\u0131k enflasyon beklentisi %3,8\u2019den %4,8\u2019e, be\u015f y\u0131ll\u0131k beklenti %3,2\u2019den %3,4\u2019e y\u00fckseldi.<\/p>\n

Birle\u015fik Krall\u0131k\u2019ta faiz fiyatlamas\u0131, 2026 i\u00e7in s\u0131k\u0131la\u015fma (faiz art\u0131\u015f\u0131) beklentisinin 32 baz puandan 42 baz puana \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6sterdi (baz puan: y\u00fczde 0,01). \u00d6n\u00fcm\u00fczdeki hafta Birle\u015fik Krall\u0131k\u2019ta Perakende Sat\u0131\u015flar ve GSYH (Gayrisafi Yurt \u0130\u00e7i Has\u0131la: ekonominin toplam \u00fcretimi) verileri; ABD\u2019de ise konut verileri, \u00dcFE (\u00dcretici Fiyat Endeksi: \u00fcretici fiyatlar\u0131ndaki de\u011fi\u015fim), istihdam verileri ve merkez bankas\u0131 yetkililerinin konu\u015fmalar\u0131 izlenecek.<\/p>\n

Grafikte GBP\/USD, 50-, 100- ve 200-g\u00fcnl\u00fck basit hareketli ortalamalar\u0131n (SMA: belirli g\u00fcn say\u0131s\u0131ndaki fiyatlar\u0131n ortalamas\u0131) yak\u0131n\u0131ndaki 1,3435\u2019in \u00fczerinde kald\u0131. 1,3035 civar\u0131 destek (fiyat\u0131n tutunma ihtimali olan seviye) olarak \u00f6ne \u00e7\u0131karken, 1,3869\u2019dan gelen a\u015fa\u011f\u0131 y\u00f6nl\u00fc \u00e7izgi diren\u00e7 (y\u00fckseli\u015fte zorlan\u0131lan seviye) olu\u015fturuyor.<\/p>\n

Jeopolitik Risk ve Korunma<\/h3>\n

Ana itici g\u00fcc\u00fcn jeopolitik gerilimin azalmas\u0131 oldu\u011funu ve bunun enerji fiyatlar\u0131nda belirgin d\u00fc\u015f\u00fc\u015fe yol a\u00e7abilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. WTI ham petrol vadeli i\u015flemlerindeki (belirli tarihte teslim i\u00e7in yap\u0131lan standart s\u00f6zle\u015fmeler) son hareket de bunu destekliyor: Haziran kontrat\u0131 olas\u0131 bir ate\u015fkes anla\u015fmas\u0131 beklentisiyle 110 dolar\u0131n \u00fczerinden varil ba\u015f\u0131na 102 dolara yakla\u015ft\u0131. 2015\u2019te \u0130ran n\u00fckleer \u00e7er\u00e7eve anla\u015fmas\u0131 d\u00f6nemindeki petrol tepkisi dikkate al\u0131nd\u0131\u011f\u0131nda, anla\u015fman\u0131n resmile\u015fmesi halinde petrolde ilave %10-15 d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fclebilir; bu da daha zay\u0131f dolar ihtimalini art\u0131r\u0131r.<\/p>\n

Buna kar\u015f\u0131l\u0131k g\u00f6r\u00fc\u015fmelerin da\u011f\u0131lma riski y\u00fcksek ve korunma gerektiriyor. ABD\u2019de t\u00fcketici g\u00fcveninin rekor d\u00fc\u015f\u00fckl\u00fckte olmas\u0131n\u0131n temel nedeni y\u00fcksek benzin fiyatlar\u0131; olumsuz sonu\u00e7, riskten ka\u00e7\u0131\u015fa (riskli varl\u0131klardan \u00e7\u0131k\u0131\u015f) neden olabilir ve dolar\u0131 g\u00fc\u00e7lendirebilir. Ani ters harekete kar\u015f\u0131, 1,3435 ana destek seviyesinin alt\u0131nda kullan\u0131m fiyatl\u0131 (strike: opsiyonun i\u015flem hakk\u0131 verdi\u011fi fiyat) ucuz, paran\u0131n d\u0131\u015f\u0131nda (out-of-the-money: kullan\u0131m fiyat\u0131 mevcut fiyata g\u00f6re hen\u00fcz avantaj sa\u011flamayan) GBP\/USD sat\u0131m (put: d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 koruma\/pozisyon) opsiyonlar\u0131 de\u011ferlendirilebilir.<\/p>\n

Opsiyon piyasas\u0131nda z\u0131mni oynakl\u0131k (implied volatility: opsiyon fiyatlar\u0131ndan t\u00fcretilen beklenen dalgalanma) yak\u0131ndan izlenmeli. Sterlin i\u00e7in Cboe FX Oynakl\u0131k Endeksi\u2019nin y\u00fckselmi\u015f olmas\u0131 muhtemel; bu da g\u00f6r\u00fc\u015fmelere dair belirsizli\u011fi yans\u0131t\u0131r. Anla\u015fmaya yakla\u015f\u0131ld\u0131\u011f\u0131na dair g\u00fc\u00e7l\u00fc kanaat olu\u015fursa, y\u00fckselen oynakl\u0131\u011f\u0131 opsiyon stratejileriyle satmak (oynakl\u0131\u011f\u0131n d\u00fc\u015fece\u011fi beklentisiyle pozisyon almak) belirsizlik azald\u0131k\u00e7a f\u0131rsat yaratabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Jeopolitik yumu\u015fama rallisi: ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri \u00f6ncesi risk i\u015ftah\u0131yla GBP\/USD 1,3461\u2019e \u00e7\u0131kt\u0131. ABD T\u00dcFE beklentiye paralel, DXY geriledi. Petrol d\u00fc\u015f\u00fc\u015f\u00fc destekler; g\u00f6r\u00fc\u015fme riski put opsiyonla hedge gerekti.<\/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-44370","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\/44370","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=44370"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44370\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44370"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44370"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}