Euro, Macaristan\u2019daki hafta sonu se\u00e7im haberlerine ra\u011fmen Asya i\u015flemlerinin erken saatlerinde %0,32 geriledi. AB yanl\u0131s\u0131 Peter Magyar\u2019\u0131n Tisza partisi, Viktor Orban\u2019\u0131n Fidesz\u2019ini ma\u011flup etti.<\/p>\n
Tisza, Macaristan\u2019\u0131n 199 sandalyeli parlamentosunda \u00fc\u00e7te iki \u00e7o\u011funlu\u011fu elde etti. Sonu\u00e7, Br\u00fcksel\u2019de ve baz\u0131 AB ba\u015fkentlerinde 1956 Macar Ayaklanmas\u0131\u2019yla (Sovyet etkisine kar\u015f\u0131 kitlesel isyan) k\u0131yasland\u0131.<\/p>\n
Bu sonu\u00e7, AB\u2019nin karar alma s\u00fcrecindeki i\u00e7 engellerden birini azaltabilir. Ancak Magyar, Br\u00fcksel \u00e7izgisini harfiyen izleyen bir \u201cAB b\u00fcrokrat\u0131\u201d (teknokrat, AB kurumlar\u0131nda yeti\u015fmi\u015f y\u00f6netici tipi) olarak g\u00f6r\u00fclm\u00fcyor.<\/p>\n
AB ile Budape\u015fte aras\u0131nda yeni gerilimler yine de g\u00fcndeme gelebilir. \u00c7ekya ve Slovakya\u2019da da Orban\u2019a benzer, daha milliyet\u00e7i-pop\u00fclist (halk\u00e7\u0131 s\u00f6ylemi \u00f6ne \u00e7\u0131karan) tutumlar oldu\u011fu belirtiliyor.<\/p>\n
Euro\u2019nun %0,32 d\u00fc\u015fmesi, Macaristan\u2019da AB yanl\u0131s\u0131 bir partinin kazanmas\u0131 gibi olumlu bir haberin kur \u00fczerinde etkili olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Piyasa, Avrupa ekonomisinin daha b\u00fcy\u00fck sorunlar\u0131na odaklan\u0131yor; se\u00e7im sonucu, olumsuz alg\u0131y\u0131 tek ba\u015f\u0131na tersine \u00e7evirmeye yetmiyor.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n bu siyasi de\u011fi\u015fimi Euro i\u00e7in \u201cal\u0131m\u201d sinyali olarak g\u00f6rmemesi gerekir. Son veriler, Euro B\u00f6lgesi ekonomisinin zorland\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Almanya\u2019n\u0131n sanayi \u00fcretimi (fabrikalar\u0131n \u00fcretim miktar\u0131) \u015eubat 2026 verilerinde beklenti d\u0131\u015f\u0131 %0,8 d\u00fc\u015ft\u00fc. Bu t\u00fcr temel ekonomik zay\u0131fl\u0131k, kur \u00fczerinde tek bir se\u00e7im sonucundan daha belirleyici olur.<\/p>\n
Macaristan se\u00e7imleri AB a\u00e7\u0131s\u0131ndan bir \u201ci\u00e7 sorun\u201du hafifletebilir, ancak t\u00fcm s\u0131k\u0131nt\u0131lar\u0131 \u00e7\u00f6zm\u00fcyor. Magyar\u2019\u0131n Br\u00fcksel \u00e7izgisine tam ba\u011fl\u0131 olmad\u0131\u011f\u0131 anla\u015f\u0131l\u0131yor; ayr\u0131ca \u00c7ekya ve Slovakya\u2019daki pop\u00fclist e\u011filimli h\u00fck\u00fcmetler, AB\u2019nin ortak politika \u00fcretmesini zorla\u015ft\u0131rabilir. Bu siyasi riskler belirsizlik yarat\u0131r; belirsizlik de genellikle para birimini bask\u0131lar.<\/p>\n
K\u00fcresel etkenler de Euro\u2019daki olas\u0131 toparlanmay\u0131 s\u0131n\u0131rl\u0131yor. \u00c7in\u2019le elektrikli ara\u00e7 te\u015fvikleri (devlet destekleri) \u00fczerinden ticaret gerilimi yeniden g\u00fcndemde. Brent petrol (k\u00fcresel referans petrol t\u00fcr\u00fc) fiyat\u0131 varil ba\u015f\u0131na 95 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131; bu da 2025\u2019te g\u00f6r\u00fclen enerji maliyeti bask\u0131lar\u0131n\u0131 yeniden hat\u0131rlat\u0131yor. Bu d\u0131\u015f fakt\u00f6rler, Euro\u2019nun de\u011ferlemesinde \u015fu anda daha a\u011f\u0131r bas\u0131yor.<\/p>\n
Bu tabloda, Euro\u2019daki olas\u0131 zay\u0131flamaya kar\u015f\u0131 korunma stratejileri \u00f6ne \u00e7\u0131k\u0131yor. EUR\/USD paritesinde put almak (kur d\u00fc\u015ferse de\u011fer kazanan opsiyon) veya \u201cout-of-the-money\u201d (mevcut fiyattan uzak, ger\u00e7ekle\u015fmesi i\u00e7in daha b\u00fcy\u00fck hareket gerektiren) al\u0131m opsiyonlar\u0131n\u0131 satmak, \u00f6n\u00fcm\u00fczdeki haftalarda yatay-a\u015fa\u011f\u0131 seyre haz\u0131rlanmak i\u00e7in tercih edilebilir. Oynakl\u0131k d\u00fc\u015f\u00fck olsa da zay\u0131f veri kaynakl\u0131 ani d\u00fc\u015f\u00fc\u015f riski y\u00fcksek kal\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Euro, Macaristan\u2019da Tisza\u2019n\u0131n Orban\u2019\u0131 devirmesine ra\u011fmen %0,32 d\u00fc\u015ft\u00fc: Piyasa AB siyasetinden \u00e7ok zay\u0131f Euro B\u00f6lgesi verilerine bak\u0131yor. Brent 95$+, \u00c7in gerilimi bask\u0131; korunma \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-44461","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\/44461","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=44461"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44461\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}