EUR\/USD, Per\u015fembe g\u00fcn\u00fc erken Asya i\u015flemlerinde 1,1805 civar\u0131nda y\u00fckseldi. ABD\u2013\u0130ran ate\u015fkesiyle ilgili iyimserlik risk i\u015ftah\u0131n\u0131 art\u0131r\u0131nca euro, dolar kar\u015f\u0131s\u0131nda de\u011fer kazand\u0131.<\/p>\n
Piyasa oyuncular\u0131, ABD\u2013\u0130ran aras\u0131nda yeni g\u00f6r\u00fc\u015fmeler beklentisiyle daha riskli varl\u0131klara y\u00f6neldi. Associated Press, \u00c7ar\u015famba g\u00fcn\u00fc iki \u00fclkenin ate\u015fkesi uzatma ve daha uzun vadeli bir bar\u0131\u015f anla\u015fmas\u0131 i\u00e7in m\u00fczakereleri yeniden ba\u015flatma konusunda daha yak\u0131n oldu\u011funu yazd\u0131. Ancak H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde gerilim s\u00fcr\u00fcyor.<\/p>\n
Petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f, enflasyon (fiyat art\u0131\u015f h\u0131z\u0131) endi\u015felerini azaltt\u0131. Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fman\u0131n hafifledi\u011fine dair i\u015faretlerle birlikte risk i\u015ftah\u0131 g\u00fc\u00e7lendi.<\/p>\n
Avrupa Merkez Bankas\u0131\u2019nda (ECB), karar vericiler Nisan toplant\u0131s\u0131nda faizleri de\u011fi\u015ftirmemeye daha yak\u0131nd\u0131. ECB Ba\u015fkan\u0131 Christine Lagarde, bankan\u0131n faizlerde \u201ctamamen esnek\u201d olmas\u0131 gerekti\u011fini s\u00f6yledi ve faiz art\u0131rmaya \u201c\u00f6n yarg\u0131l\u0131\u201d (\u00f6nceden belirlenmi\u015f e\u011filimli) olmad\u0131klar\u0131n\u0131 belirtti.<\/p>\n
Piyasa fiyatlamas\u0131 yine de y\u0131l\u0131n ilerleyen d\u00f6neminde daha s\u0131k\u0131 para politikas\u0131na (faiz art\u0131r\u0131m\u0131 ve\/veya parasal ko\u015fullar\u0131n s\u0131k\u0131la\u015fmas\u0131) i\u015faret ediyordu. Yat\u0131r\u0131mc\u0131lar 2025\u2019te iki kez 25 baz puanl\u0131k (0,25 y\u00fczde puan) faiz art\u0131\u015f\u0131 bekliyordu.<\/p>\n
2025\u2019te yat\u0131r\u0131mc\u0131lar ECB\u2019nin faiz art\u0131r\u0131mlar\u0131n\u0131 do\u011fru \u00f6ng\u00f6rse de tablo art\u0131k belirgin bi\u00e7imde de\u011fi\u015fti. Eurostat verileri, Mart 2026 enflasyonunu %2,1 olarak g\u00f6steriyor; bu seviye d\u00fc\u015f\u00fc\u015fe i\u015faret ederek ECB\u2019nin faiz art\u0131r\u0131m\u0131 d\u00f6ng\u00fcs\u00fcn\u00fcn (art arda faiz art\u0131r\u0131m\u0131 d\u00f6nemi) sona erdi\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. T\u00fcrev piyasas\u0131 (vadeli i\u015flem ve opsiyon gibi fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 \u00fcr\u00fcnler), bu y\u0131l\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde (Q4) faiz indirimi ihtimalini %60 olarak fiyatl\u0131yor.<\/p>\n
Bloklar aras\u0131ndaki ekonomik ayr\u0131\u015fma da belirginle\u015fiyor ve bu durum daha g\u00fc\u00e7l\u00fc dolar\u0131 destekliyor. Ge\u00e7en haftaki ABD Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (Non-Farm Payrolls: tar\u0131m d\u0131\u015f\u0131 sekt\u00f6rlerde toplam istihdam de\u011fi\u015fimi) verisi Mart 2026 i\u00e7in beklentileri a\u015ft\u0131; 235 bin yeni istihdamla Fed\u2019in \u201cfaizler daha uzun s\u00fcre y\u00fcksek kalabilir\u201d duru\u015funu g\u00fc\u00e7lendirdi. Buna kar\u015f\u0131l\u0131k Almanya\u2019n\u0131n son sanayi \u00fcretimi verileri daralmaya i\u015faret etti; bu da b\u00f6lgenin en b\u00fcy\u00fck ekonomisinde yava\u015flama sinyali verdi.<\/p>\n
Bu \u00e7er\u00e7evede \u00f6n\u00fcm\u00fczdeki haftalarda EUR\/USD\u2019de a\u015fa\u011f\u0131 y\u00f6n riskleri g\u00fcndemde. Euroda sat\u0131m (put) opsiyonu almak, d\u00fc\u015f\u00fc\u015ften faydalanmak i\u00e7in riski s\u0131n\u0131rl\u0131 (\u00f6denen primle s\u0131n\u0131rl\u0131) bir y\u00f6ntem sunabilir; \u00f6zellikle 1,2150 destek seviyesinin (fiyat\u0131 a\u015fa\u011f\u0131da tutan al\u0131m b\u00f6lgesi) alt\u0131na inilmesi halinde. Jeopolitik gerilimin yeniden artmas\u0131yla kur oynakl\u0131\u011f\u0131nda (k\u0131sa s\u00fcrede sert dalgalanma) y\u00fckseli\u015f de beklenebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
EUR\/USD Asya\u2019da 1,1805\u2019e t\u0131rmand\u0131: ABD\u2013\u0130ran ate\u015fkesi risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131, petrol geriledi. Ancak ECB\u2019de faiz art\u0131r\u0131m\u0131 beklentisi s\u00f6n\u00fcyor; Q4 indirim %60. NFP dolar\u0131 destekliyor, paritede d\u00fc\u015f\u00fc\u015f riski.<\/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-44734","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\/44734","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=44734"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44734\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}