EUR\/USD, a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir bo\u015fluk (fiyat\u0131n \u00f6nceki kapan\u0131\u015fa g\u00f6re daha d\u00fc\u015f\u00fck seviyeden a\u00e7\u0131lmas\u0131) sonras\u0131 s\u0131n\u0131rl\u0131 y\u00fckseldi ancak art\u0131da kalamad\u0131; Pazartesi Asya i\u015flemlerinde 1,1760 civar\u0131nda seyretti. ABD Dolar\u0131\u2019na (USD) talep, ABD-\u0130ran geriliminin yeniden t\u0131rmanmas\u0131yla artt\u0131\u011f\u0131 i\u00e7in parite 1,1750 \u00e7evresinde zay\u0131f kald\u0131.<\/p>\n
\u0130ran devlet medyas\u0131 IRNA, Tahran\u2019\u0131n ABD\u2019li yetkililerle g\u00f6r\u00fc\u015fmeleri yeniden ba\u015flatmay\u0131 \u201cger\u00e7ek\u00e7i olmayan beklentiler\u201d gerek\u00e7esiyle reddetti\u011fini yazd\u0131. \u0130ran, 28 \u015eubat\u2019taki ABD ve \u0130srail sald\u0131r\u0131lar\u0131ndan bu yana H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 kapal\u0131 tutuyor; Cuma g\u00fcn\u00fc k\u0131sa s\u00fcreli\u011fine yeniden a\u00e7abilece\u011fi sinyali verdi, Cumartesi ise karar\u0131ndan geri d\u00f6nd\u00fc.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, Truth Social\u2019da ABD temsilcilerinin Pazartesi \u0130ran\u2019la m\u00fczakereler i\u00e7in \u0130slamabad\u2019a gidece\u011fini s\u00f6yledi. Trump ayr\u0131ca Bo\u011faz\u2019\u0131n yeniden kapat\u0131lmas\u0131n\u0131 ele\u015ftirdi ve elektrik santralleri ile k\u00f6pr\u00fcler dahil \u0130ran altyap\u0131s\u0131n\u0131n hedef al\u0131nabilece\u011fine y\u00f6nelik tehditlerini yineledi.<\/p>\n
ABD Dolar\u0131, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faizleri uzun s\u00fcre y\u00fcksek tutaca\u011f\u0131 beklentisinden de destek buldu. (Faizlerin \u201cuzun s\u00fcre y\u00fcksek\u201d kalmas\u0131, kredinin ve finansman maliyetinin y\u00fcksek seyretmesi anlam\u0131na gelir.) Bu beklenti, kal\u0131c\u0131 enflasyon (fiyat art\u0131\u015flar\u0131n\u0131n inat\u00e7\u0131 \u015fekilde s\u00fcrmesi) ve Orta Do\u011fu kaynakl\u0131 risklerle ili\u015fkilendiriliyor. Odak Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanacak ABD Perakende Sat\u0131\u015flar verisine kay\u0131yor. Mart i\u00e7in ayl\u0131k bazda %1,3 art\u0131\u015f bekleniyor; \u015eubat\u2019ta art\u0131\u015f %0,6 olmu\u015ftu.<\/p>\n
Euro, piyasalar\u0131n bu y\u0131l Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) faiz art\u0131raca\u011f\u0131 beklentilerini g\u00fc\u00e7lendirmesiyle s\u0131n\u0131rl\u0131 destek buldu. (Faiz art\u0131r\u0131m\u0131, genelde enflasyonu dizginlemek i\u00e7in para politikas\u0131n\u0131n s\u0131k\u0131la\u015ft\u0131r\u0131lmas\u0131d\u0131r.) ECB Ba\u015fkan\u0131 Christine Lagarde, y\u00fcksek enerji maliyetlerinin Euro B\u00f6lgesi\u2019ni temel b\u00fcy\u00fcme patikas\u0131ndan uzakla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 s\u00f6yledi. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapal\u0131 kalmas\u0131 ise stagflasyon (y\u00fcksek enflasyonla birlikte d\u00fc\u015f\u00fck b\u00fcy\u00fcme\/durgunluk) endi\u015felerini art\u0131rd\u0131.<\/p>\n
Bu krizde ABD Dolar\u0131, ba\u015fl\u0131ca \u201cg\u00fcvenli liman\u201d (riskli d\u00f6nemlerde yat\u0131r\u0131mc\u0131lar\u0131n y\u00f6neldi\u011fi varl\u0131k) olarak \u00f6ne \u00e7\u0131k\u0131yor. Sal\u0131 g\u00fcn\u00fc g\u00fc\u00e7l\u00fc bir ABD perakende sat\u0131\u015f verisi, Fed\u2019in \u201cfaizleri uzun s\u00fcre y\u00fcksek tutma\u201d yakla\u015f\u0131m\u0131n\u0131 destekleyebilir ve dolar\u0131 daha da g\u00fc\u00e7lendirebilir. (Dolar Endeksi\/DXY, dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 de\u011ferini \u00f6l\u00e7en g\u00f6stergedir.)<\/p>\n
Enerji arz\u0131ndaki kesinti en do\u011frudan fiyatlama kanal\u0131. Tarihsel olarak deniz yoluyla ta\u015f\u0131nan petrol\u00fcn yakla\u015f\u0131k %20\u2019si H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7iyor. Bu nedenle ham petrol fiyatlar\u0131nda oynakl\u0131k artabilir. (T\u00fcrev \u00fcr\u00fcnler, fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fmelerdir; opsiyon ise belirli bir tarihe kadar belli fiyattan alma\/satma hakk\u0131 verir, zorunluluk de\u011fildir. Call opsiyonu alma hakk\u0131, put opsiyonu satma hakk\u0131d\u0131r. Vadeli i\u015flem\/futures ise ileri tarihte belirlenen fiyattan al\u0131m-sat\u0131m anla\u015fmas\u0131d\u0131r.) Bu \u00e7er\u00e7evede Brent vadeli i\u015flem s\u00f6zle\u015fmeleri \u00fczerine \u201cal\u0131m opsiyonu (call)\u201d gibi stratejiler \u00f6ne \u00e7\u0131kabilir.<\/p>\n
Enerji krizi nedeniyle Euro \u00fczerinde bask\u0131 beklentisi s\u00fcr\u00fcyor; stagflasyon riski a\u011f\u0131r bas\u0131yor. ECB enflasyonla m\u00fccadele i\u00e7in faiz art\u0131\u015f\u0131n\u0131 g\u00fcndeme alsa da resesyon (ekonomik daralma) riski hareket alan\u0131n\u0131 s\u0131n\u0131rlayabilir. Bu durum Fed ile ECB aras\u0131nda politika ayr\u0131\u015fmas\u0131n\u0131 (iki merkez bankas\u0131n\u0131n farkl\u0131 y\u00f6nde ad\u0131m atmas\u0131) belirginle\u015ftirerek EUR\/USD\u2019de d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar\u0131 \u00f6ne \u00e7\u0131karabilir. Bu t\u00fcr bir stratejide parite \u00fczerinde \u201csat\u0131m opsiyonu (put)\u201d de\u011ferlendirilebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Piyasalar diken \u00fcst\u00fcnde: ABD-\u0130ran gerilimi ve H\u00fcrm\u00fcz belirsizli\u011fi dolar\u0131 g\u00fcvenli liman yaparken EUR\/USD 1,1750 civar\u0131nda zay\u0131f. Fed \u201cuzun s\u00fcre y\u00fcksek faiz\u201d beklentisi bask\u0131l\u0131yor; ECB\u2019nin s\u0131k\u0131la\u015fmas\u0131 s\u0131n\u0131rl\u0131.<\/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-44959","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\/44959","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=44959"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44959\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44959"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44959"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44959"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}