{"id":44929,"date":"2026-04-18T01:23:55","date_gmt":"2026-04-18T01:23:55","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/piyasalar-hurmuz-belirsizligiyle-tedirgin-dolar-jeopolitik-risklerin-baskisiyla-9800-civarinda-zayifliyor\/"},"modified":"2026-04-18T01:23:55","modified_gmt":"2026-04-18T01:23:55","slug":"piyasalar-hurmuz-belirsizligiyle-tedirgin-dolar-jeopolitik-risklerin-baskisiyla-9800-civarinda-zayifliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/piyasalar-hurmuz-belirsizligiyle-tedirgin-dolar-jeopolitik-risklerin-baskisiyla-9800-civarinda-zayifliyor\/","title":{"rendered":"Piyasalar H\u00fcrm\u00fcz belirsizli\u011fiyle tedirgin; Dolar jeopolitik risklerin bask\u0131s\u0131yla 98,00 civar\u0131nda zay\u0131fl\u0131yor"},"content":{"rendered":"<p>ABD Dolar Endeksi (DXY), H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na ili\u015fkin haberlerin ard\u0131ndan g\u00fcvenli liman (belirsizlikte tercih edilen varl\u0131k) talebi azald\u0131\u011f\u0131 i\u00e7in 98,00 civar\u0131nda yatay seyretti. Ancak H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 jeopolitik risk, daha sert d\u00fc\u015f\u00fc\u015fleri s\u0131n\u0131rlad\u0131.<\/p>\n<p>Haberlerde, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n \u201ctamamen a\u00e7\u0131k ve ge\u00e7i\u015fe haz\u0131r\u201d oldu\u011fu belirtildi. Bu, k\u0131sa vadede arz kesintisi (piyasaya petrol\/\u00fcr\u00fcn ak\u0131\u015f\u0131n\u0131n aksamas\u0131) endi\u015felerini azaltt\u0131. Daha sonraki haberlerde ise ABD\u2019nin deniz ablukas\u0131n\u0131 (donanma ile ge\u00e7i\u015fleri k\u0131s\u0131tlama) s\u00fcrd\u00fcrmesi halinde \u0130ran\u2019\u0131n bo\u011faz\u0131 tekrar kapatmay\u0131 de\u011ferlendirebilece\u011fi ve bunu ate\u015fkes ihlali sayaca\u011f\u0131 ifade edildi.<\/p>\n<h3>Para Birimi Hareketleri ve Risk \u0130\u015ftah\u0131<\/h3>\n<p>ABD dolar\u0131n\u0131n zay\u0131flamas\u0131yla EUR\/USD 1,1790\u2019a do\u011fru y\u00fckseldi, GBP\/USD 1,3550 civar\u0131na \u00e7\u0131kt\u0131. USD\/JPY 158,20 civar\u0131na gerilerken, AUD\/USD 0,7200\u2019e yakla\u015ft\u0131ktan sonra 0,7180\u2019e do\u011fru gev\u015fedi.<\/p>\n<p>WTI petrol, yeniden a\u00e7\u0131lma haberinin risk primini (belirsizlik nedeniyle fiyata eklenen pay) azaltmas\u0131yla varil ba\u015f\u0131na 83,00 dolar civar\u0131na geriledi. Alt\u0131n, g\u00fcvenli liman talebi zay\u0131flasa da 4.865 dolara do\u011fru y\u00fckseldi.<\/p>\n<p>Takvimde 21\u201324 Nisan aras\u0131nda merkez bankas\u0131 yetkililerinin konu\u015fmalar\u0131 \u00f6ne \u00e7\u0131k\u0131yor: ECB (Avrupa Merkez Bankas\u0131) konu\u015fmac\u0131lar\u0131, Fed\u2019den (ABD Merkez Bankas\u0131) Waller ve SNB Ba\u015fkan\u0131 (\u0130svi\u00e7re Merkez Bankas\u0131) Schlegel. Veri g\u00fcndeminde \u00c7in PBoC (\u00c7in Merkez Bankas\u0131) faiz karar\u0131, Almanya \u00dcFE (\u00dcretici Fiyat Endeksi: \u00fcretici maliyetlerindeki de\u011fi\u015fim), Kanada T\u00dcFE, Birle\u015fik Krall\u0131k istihdam ve enflasyon, Euro B\u00f6lgesi g\u00fcven endeksleri, k\u00fcresel PMI anketleri (sat\u0131n alma y\u00f6neticileri endeksi: ekonomide b\u00fcy\u00fcme\/daralma sinyali), ABD perakende sat\u0131\u015flar ve i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, Japonya d\u0131\u015f ticaret ve enflasyon ile ABD Michigan anketi (t\u00fcketici g\u00fcveni ve enflasyon beklentileri) bulunuyor.<\/p>\n<h3>Temel Riskler ve \u0130\u015flem Oda\u011f\u0131<\/h3>\n<p>ABD dolar\u0131ndaki zay\u0131flama d\u00f6viz piyasalar\u0131nda f\u0131rsatlar yarat\u0131yor, ancak e\u011filim h\u0131zl\u0131 \u015fekilde tersine d\u00f6nebilir. Avustralya dolar\u0131 (AUD) izlenmesi gereken para birimleri aras\u0131nda. 0,7200 b\u00f6lgesine y\u00fckseli\u015fi, hem risk i\u015ftah\u0131na hem de emtia fiyatlar\u0131na duyarl\u0131l\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Bu hareketi opsiyonlarla (belirli bir tarihe kadar belirli fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fme) de\u011ferlendirmek, yukar\u0131 y\u00f6nl\u00fc potansiyeli korurken ani \u201cg\u00fcvenli limana ka\u00e7\u0131\u015f\u201dta ABD dolar\u0131n\u0131n g\u00fc\u00e7lenmesine kar\u015f\u0131 risk azaltmaya (hedge: korunma) yard\u0131mc\u0131 olabilir.<\/p>\n<p>Alt\u0131n\u0131n 4.865 dolara y\u00f6nelmesi, piyasalar\u0131n ge\u00e7ici sakinli\u011fin \u00f6tesini fiyatlad\u0131\u011f\u0131na i\u015faret ediyor. Bu, yaln\u0131zca k\u0131sa vadeli korunma de\u011fil; merkez bankalar\u0131n\u0131n \u00e7ok y\u0131ll\u0131 al\u0131mlar\u0131n\u0131n da etkisi var. D\u00fcnya Alt\u0131n Konseyi\u2019ne g\u00f6re 2025\u2019te rezervlere 1.100 ton eklenmesi rekor seviyeye i\u015faret etti. Bu nedenle alt\u0131n taraf\u0131nda al\u0131m y\u00f6nl\u00fc opsiyon pozisyonlar\u0131 (call opsiyonu: belirlenen fiyattan alma hakk\u0131) portf\u00f6yleri daha geni\u015f jeopolitik t\u0131rmanma riskine kar\u015f\u0131 korumada kullan\u0131labilir.<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki hafta merkez bankas\u0131 konu\u015fmalar\u0131 ve kritik enflasyon verileri belirsizli\u011fi art\u0131rabilir. Kanada (Pazartesi), Birle\u015fik Krall\u0131k (\u00c7ar\u015famba) ve Japonya (Per\u015fembe) enflasyon verileri, enerji fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n etkisi a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenecek. Beklentiden y\u00fcksek veriler, Fed\u2019den Waller gibi isimleri ve ECB\u2019de Lagarde\u2019\u0131 daha \u201c\u015fahin\u201d (faiz art\u0131\u015f\u0131\/s\u0131k\u0131 para politikas\u0131na daha yak\u0131n) bir tona itebilir ve dolar\u0131n son gerilemesini durdurabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>H\u00fcrm\u00fcz\u2019\u00fcn a\u00e7\u0131ld\u0131\u011f\u0131 haberiyle DXY 98\u2019de yatay: g\u00fcvenli liman talebi zay\u0131flad\u0131, jeopolitik risk d\u00fc\u015f\u00fc\u015f\u00fc s\u0131n\u0131rl\u0131yor. EUR\/GBP g\u00fc\u00e7lenirken petrol geriledi, alt\u0131n y\u00fckseldi. G\u00f6zler CB konu\u015fmalar\u0131 ve enflasyon\/PMI verilerinde.<\/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-44929","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\/44929","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=44929"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44929\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}