Asya borsalar\u0131, ABD Ba\u015fkan\u0131 Donald Trump ve Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance\u2019in a\u00e7\u0131klamalar\u0131n\u0131n \u0130ran\u2019la g\u00f6r\u00fc\u015fmelerin tamamen ba\u015far\u0131s\u0131z olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcrmesiyle sal\u0131 g\u00fcn\u00fc y\u00fckseldi. Bu durum, \u201crisk hassas\u201d (risk i\u015ftah\u0131na ba\u011fl\u0131) varl\u0131klara talebi art\u0131rd\u0131. <\/p>\n
Nikkei 225 %2,5\u2019in \u00fczerinde artarak 58.000\u2019e yakla\u015ft\u0131. \u015eanghay endeksi %0,55 y\u00fckselerek 4.000\u2019in biraz \u00fczerine \u00e7\u0131kt\u0131. Hang Seng %0,5 primle 25.785\u2019e yakla\u015ft\u0131. Hindistan borsalar\u0131 Dr. Baba Saheb Ambedkar Jayanti nedeniyle kapal\u0131yd\u0131. <\/p>\n
Pazartesi g\u00fcn\u00fc Trump, \u0130ran\u2019\u0131n \u201c\u00e7ok k\u00f6t\u00fc\u201d bir anla\u015fma istedi\u011fini s\u00f6yledi ve ABD Donanmas\u0131\u2019n\u0131n \u0130ran limanlar\u0131n\u0131 abluka (denizden ku\u015fatma, gemi giri\u015f-\u00e7\u0131k\u0131\u015f\u0131n\u0131 s\u0131n\u0131rlama) alt\u0131na ald\u0131\u011f\u0131n\u0131 belirtti. Vance ise ekibinin hafta sonu Pakistan\u2019da yap\u0131lan ilk tur g\u00f6r\u00fc\u015fmelerde \u0130ran\u2019\u0131n \u201cpazarl\u0131k yakla\u015f\u0131m\u0131\u201d hakk\u0131nda \u201cde\u011ferli bilgi\u201d edindi\u011fini ifade etti. <\/p>\n
Vance, \u0130ran\u2019\u0131n n\u00fckleer hedeflerinden vazge\u00e7mesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131n pazarl\u0131k konusu olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. CNN\u2019e g\u00f6re Washington yetkilileri, 21 Nisan\u2019da sona erecek iki haftal\u0131k ate\u015fkes (ge\u00e7ici \u00e7at\u0131\u015fmas\u0131zl\u0131k) bitmeden \u00f6nce \u0130ranl\u0131 yetkililerle ikinci bir y\u00fcz y\u00fcze g\u00f6r\u00fc\u015fme ihtimalini de\u011ferlendiriyor; ancak bunun ger\u00e7ekle\u015fip ger\u00e7ekle\u015fmeyece\u011fi net de\u011fil. <\/p>\n
G\u00f6zler ayr\u0131ca Washington DC\u2019de L\u00fcbnan B\u00fcy\u00fckel\u00e7isi Nada Hamadeh ile \u0130srail B\u00fcy\u00fckel\u00e7isi Yechiel Leiter aras\u0131nda 15:00 GMT\u2019de yap\u0131lacak g\u00f6r\u00fc\u015fmede. <\/p>\n
Nisan 2025\u2019te \u0130ran limanlar\u0131na y\u00f6nelik abluka, Brent petrol\u00fc varil ba\u015f\u0131na 110 dolar\u0131n \u00fczerine s\u0131\u00e7ratm\u0131\u015f ve uzun vadeli al\u0131m opsiyonlar\u0131nda (call: belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) b\u00fcy\u00fck kazan\u00e7 yaratm\u0131\u015ft\u0131. Benzer bir tablo yeniden olu\u015fuyor: Nisan 2026 ba\u015f\u0131na ait raporlara g\u00f6re \u0130ran destekli K\u0131z\u0131ldeniz aksakl\u0131klar\u0131, CBOE Ham Petrol Oynakl\u0131k Endeksi\u2019ni (OVX: petrol fiyat\u0131ndaki beklenen dalgalanmay\u0131 \u00f6l\u00e7en g\u00f6sterge) iki haftada %15 y\u00fckseltti. Yat\u0131r\u0131mc\u0131lar, petrol vadeli i\u015flemlerinde \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (out-of-the-money: mevcut fiyata g\u00f6re hemen k\u00e2rda olmayan) al\u0131m opsiyonlar\u0131n\u0131 de\u011ferlendirebilir; \u00e7\u00fcnk\u00fc olas\u0131 bir t\u0131rmanma ge\u00e7en y\u0131lki sert y\u00fckseli\u015fi tekrar tetikleyebilir. <\/p>\n
Nikkei 225\u2019in 2025\u2019te m\u00fczakere haberleriyle %2,5 s\u0131\u00e7rad\u0131\u011f\u0131, ancak gerilim geri d\u00f6n\u00fcnce bu kazan\u00e7lar\u0131n bir ay i\u00e7inde silindi\u011fi hat\u0131rlan\u0131yor. Bu \u00f6r\u00fcnt\u00fc, jeopolitik olarak olumlu ba\u015fl\u0131klar\u0131n temkinle kar\u015f\u0131lanmas\u0131 ve portf\u00f6y i\u00e7in \u201ckoruma\u201d al\u0131nmas\u0131 gerekti\u011fine i\u015faret ediyor. \u00d6rne\u011fin VIX vadeli i\u015flemleri (VIX futures: piyasa korkusunu\/oynakl\u0131k beklentisini izleyen endeksin ileri tarihli s\u00f6zle\u015fmeleri) h\u00e2l\u00e2 g\u00f6rece d\u00fc\u015f\u00fck; 18\u2019in alt\u0131nda i\u015flem g\u00f6r\u00fcyor. Bu seviye, 2019\u2019daki H\u00fcrm\u00fcz Bo\u011faz\u0131 olaylar\u0131nda g\u00f6r\u00fclen tarihsel dalgalanma dikkate al\u0131nd\u0131\u011f\u0131nda d\u00fc\u015f\u00fck say\u0131labilir. <\/p>\n
ABD dolar\u0131 genellikle Orta Do\u011fu krizlerinde g\u00fc\u00e7lenir; bu e\u011filim 2025\u2019in ikinci \u00e7eyre\u011finde de g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Gerilim yeniden artarken, dolarda \u201cuzun\u201d pozisyon (long: fiyat art\u0131\u015f\u0131ndan kazan\u00e7 hedefleyen y\u00f6n) almak ve bunu daha riskli para birimlerine ya da emtia ba\u011flant\u0131l\u0131 para birimlerine kar\u015f\u0131 yapmak daha temkinli bir yakla\u015f\u0131m olabilir. UUP gibi d\u00f6viz ETF\u2019leri (borsada i\u015flem g\u00f6ren fon) \u00fczerindeki opsiyonlar, dolardaki g\u00fc\u00e7lenmeye \u201cg\u00fcvenli liman\u201d (krizde tercih edilen varl\u0131k) olarak daha y\u00fcksek etkiyle (kald\u0131ra\u00e7 benzeri) maruz kalmay\u0131 sa\u011flayabilir. <\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>\u00a0now. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Trump-Vance mesajlar\u0131 \u0130ran g\u00f6r\u00fc\u015fmelerinin kopmad\u0131\u011f\u0131 alg\u0131s\u0131n\u0131 g\u00fc\u00e7lendirdi, Asya\u2019da risk i\u015ftah\u0131 artt\u0131: Nikkei %2,5, \u015eanghay ve Hang Seng y\u00fckseldi. Petrol oynakl\u0131\u011f\u0131 t\u0131rman\u0131yor; opsiyon\/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-44540","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\/44540","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=44540"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44540\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}