\u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu, Reuters\u2019\u0131n aktard\u0131\u011f\u0131na g\u00f6re Cuma g\u00fcn\u00fc yay\u0131mlad\u0131\u011f\u0131 video mesaj\u0131nda L\u00fcbnan ile \u201ctarihi\u201d bir anla\u015fma f\u0131rsat\u0131 oldu\u011funu s\u00f6yledi. Netanyahu, L\u00fcbnan ile ge\u00e7ici 10 g\u00fcnl\u00fck bir ate\u015fkesi kabul etti\u011fini belirtti.<\/p>\n
Netanyahu, \u0130srail\u2019in temel talebinin Hizbullah\u2019\u0131n tasfiye edilmesi (\u00f6rg\u00fctsel ve askeri yap\u0131s\u0131n\u0131n da\u011f\u0131t\u0131lmas\u0131) oldu\u011funu ifade etti. Ayr\u0131ca, Hizbullah\u2019\u0131n \u0130srail\u2019in G\u00fcney L\u00fcbnan\u2019dan uluslararas\u0131 s\u0131n\u0131ra \u00e7ekilmesi talebinin kabul edilmedi\u011fini s\u00f6yledi.<\/p>\n
Netanyahu, \u0130srail\u2019in Suriye s\u0131n\u0131r\u0131na kadar uzanan geni\u015f bir \u201cg\u00fcvenlik b\u00f6lgesi\u201d (s\u0131n\u0131r hatt\u0131nda asker\u00ee kontrol ve tampon hat) ile L\u00fcbnan\u2019da kalaca\u011f\u0131n\u0131 s\u00f6yledi. Ayr\u0131ca Ba\u015fkan Trump\u2019\u0131n kendisine, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki ablukay\u0131 s\u00fcrd\u00fcrmekte kararl\u0131 oldu\u011funu ve \u0130ran\u2019\u0131n n\u00fckleer kapasitesini (n\u00fckleer program\u0131n\u0131 ve ilgili altyap\u0131s\u0131n\u0131) ortadan kald\u0131rmay\u0131 hedefledi\u011fini iletti\u011fini ekledi.<\/p>\n
Piyasalarda ABD seans\u0131nda risk i\u015ftah\u0131 (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme e\u011filimi) pozitif kald\u0131. ABD Dolar Endeksi 97,80 civar\u0131nda, haftal\u0131k aral\u0131\u011f\u0131n\u0131n alt b\u00f6l\u00fcm\u00fcnde i\u015flem g\u00f6r\u00fcrken g\u00fcn i\u00e7inde %0,4 geriledi.<\/p>\n
2025\u2019te \u0130srail ile L\u00fcbnan aras\u0131nda ge\u00e7ici ate\u015fkes a\u00e7\u0131kland\u0131\u011f\u0131nda g\u00f6r\u00fclen iyimserli\u011fi hat\u0131rl\u0131yoruz. 10 g\u00fcnl\u00fck ara kal\u0131c\u0131 anla\u015fmaya d\u00f6n\u00fc\u015fmedi; \u00e7\u00fcnk\u00fc temel talepler kar\u015f\u0131lanmad\u0131. Bug\u00fcn de tablo gergin; s\u0131n\u0131r hatt\u0131ndaki kar\u015f\u0131l\u0131kl\u0131 \u00e7at\u0131\u015fmalar piyasa haberlerinde s\u0131k g\u00f6r\u00fcl\u00fcyor.<\/p>\n
2025\u2019te \u00f6ne \u00e7\u0131kan \u0130ran ile \u00e7\u00f6z\u00fcms\u00fcz gerilim, bug\u00fcn petrol fiyatlar\u0131n\u0131 do\u011frudan etkiliyor. H\u00fcrm\u00fcz Bo\u011faz\u0131 yak\u0131n\u0131nda bildirilen yeni bir sevkiyat aksamas\u0131 sonras\u0131 Brent petrol vadeli i\u015flemleri (ileride belirli fiyattan al\u0131m-sat\u0131m i\u00e7in yap\u0131lan standart s\u00f6zle\u015fmeler) varil ba\u015f\u0131na 115 dolar civar\u0131nda seyrederken enerji taraf\u0131nda oynakl\u0131k y\u00fcksek. B\u00fcy\u00fck petrol \u00fcreticilerinde uzun vadeli al\u0131m opsiyonlar\u0131n\u0131n (belirli tarihe kadar belirli fiyattan alma hakk\u0131) arz \u015foklar\u0131na kar\u015f\u0131 pozisyon almak i\u00e7in bir y\u00f6ntem olabilece\u011fi de\u011ferlendiril\u00fcyor.<\/p>\n
2025\u2019teki riskli varl\u0131klara e\u011filim zay\u0131flad\u0131. CBOE Volatilite Endeksi (VIX) \u015fu anda 28 civar\u0131nda ve ge\u00e7en y\u0131l\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcndeki d\u00fc\u015f\u00fck seviyelere g\u00f6re belirgin y\u00fcksek. Bu da yat\u0131r\u0131mc\u0131lar\u0131n, S&P 500 gibi geni\u015f endekslerde koruyucu sat\u0131m opsiyonu (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 sigorta niteli\u011finde sat\u0131\u015f hakk\u0131) alarak riskten korunmay\u0131 (hedge: olas\u0131 zarar\u0131 dengeleme) de\u011ferlendirebilece\u011fine i\u015faret ediyor.<\/p>\n
2025 g\u00f6r\u00fc\u015fmelerinde \u0130srail\u2019in kilit talebi olan Hizbullah\u2019\u0131n tasfiye edilememesi, b\u00f6lgede asker\u00ee harcamalar\u0131n y\u00fcksek kalmas\u0131na yol a\u00e7t\u0131. Savunma sekt\u00f6r\u00fc ETF\u2019leri (borsada i\u015flem g\u00f6ren fonlar; bir sekt\u00f6r sepetine yat\u0131r\u0131m sa\u011flar) aras\u0131nda ITA y\u0131lba\u015f\u0131ndan bu yana %15\u2019in \u00fczerinde y\u00fckseldi; bu art\u0131\u015f g\u00fcvenlik kayg\u0131lar\u0131n\u0131 yans\u0131t\u0131yor. Bu alanda g\u00fc\u00e7lenmenin s\u00fcrebilece\u011fi, bu t\u00fcr \u00fcr\u00fcnlerde kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n alt\u0131nda olan sat\u0131m opsiyonlar\u0131n\u0131 satman\u0131n (out-of-the-money put: ger\u00e7ekle\u015fmesi i\u00e7in daha b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f gerektiren opsiyon) prim geliri (opsiyon sat\u0131c\u0131s\u0131n\u0131n ald\u0131\u011f\u0131 \u00fccret) elde etmeye y\u00f6nelik bir y\u00f6ntem olabilece\u011fi belirtiliyor.<\/p>\n
2025\u2019te g\u00f6r\u00fclen zay\u0131f dolar ortam\u0131n\u0131n aksine, bug\u00fcn jeopolitik riskler dolar\u0131n \u201cg\u00fcvenli liman\u201d (kriz d\u00f6nemlerinde talep g\u00f6ren varl\u0131k) \u00f6zelli\u011fini yeniden \u00f6ne \u00e7\u0131kard\u0131. Dolar Endeksi kademeli y\u00fckselerek yak\u0131n d\u00f6nemde 107 seviyesinin \u00fczerine \u00e7\u0131kt\u0131. Bu e\u011filimin s\u00fcrebilece\u011fi, dolarda emtia ba\u011flant\u0131l\u0131 para birimlerine (de\u011feri emtia fiyatlar\u0131na duyarl\u0131 \u00fclkelerin para birimleri) kar\u015f\u0131 uzun pozisyonun (fiyat y\u00fckseli\u015finden kazan\u00e7 hedefleyen y\u00f6n) \u00f6ne \u00e7\u0131kan bir i\u015flem fikri oldu\u011fu de\u011ferlendiriliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Orta Do\u011fu\u2019da \u201ctarihi anla\u015fma\u201d sinyali: Netanyahu L\u00fcbnan\u2019la 10 g\u00fcnl\u00fck ate\u015fkesi kabul etti, Hizbullah\u2019\u0131n tasfiyesini \u015fart ko\u015ftu. H\u00fcrm\u00fcz riski petrol\u00fc 115 dolara ta\u015f\u0131rken, VIX 28, dolar g\u00fc\u00e7leniyor.<\/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-44909","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\/44909","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=44909"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44909\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}