USD\/JPY sal\u0131 g\u00fcn\u00fc Asya i\u015flemlerinde y\u00fckselerek 159,00 seviyesine ula\u015ft\u0131. Bir \u00f6nceki g\u00fcn dalgal\u0131 seyir g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Parite, son bir ayd\u0131r g\u00f6r\u00fclen bant aral\u0131\u011f\u0131nda kald\u0131; bu da k\u0131sa vadeli y\u00f6n\u00fc belirsiz tutuyor.<\/p>\n
Japon yeni, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en sevkiyat sorunlar\u0131na ba\u011fl\u0131 olarak enerji arz\u0131nda aksama olabilece\u011fi ve bunun Japon ekonomisini zorlayabilece\u011fi endi\u015feleriyle zay\u0131flad\u0131. Buna kar\u015f\u0131l\u0131k, Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) para politikas\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131rabilece\u011fi beklentisi ve yetkililerin piyasaya m\u00fcdahale edebilece\u011fi kayg\u0131s\u0131 yen kay\u0131plar\u0131n\u0131 s\u0131n\u0131rlad\u0131.<\/p>\n
Reuters\u2019a g\u00f6re BoJ, Orta Do\u011fu\u2019daki belirsizlik nedeniyle nisan toplant\u0131s\u0131nda faizleri de\u011fi\u015ftirmeyebilir; ancak ithal enerji maliyetlerindeki art\u0131\u015f\u0131n enflasyonu etkileyebilece\u011fi gerek\u00e7esiyle haziran gibi faiz art\u0131rabilece\u011fine i\u015faret verebilir. (Enflasyon: fiyatlar\u0131n genel d\u00fczeyinin artmas\u0131.) Japon yetkililer de a\u015f\u0131r\u0131 oynakl\u0131\u011f\u0131 (fiyatlar\u0131n k\u0131sa s\u00fcrede sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) kabul etmeyeceklerini ve \u201ccesur\u201d ad\u0131m atmaya haz\u0131r olduklar\u0131n\u0131 s\u00f6yledi; bu da d\u00f6viz piyasas\u0131na m\u00fcdahale (kur hareketini s\u0131n\u0131rlamak i\u00e7in piyasada al\u0131m-sat\u0131m) riskini g\u00fcndemde tutuyor.<\/p>\n
ABD dolar\u0131, piyasalar\u0131n ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz art\u0131r\u0131m\u0131 beklentilerini azaltmas\u0131yla ge\u00e7en cuma g\u00f6r\u00fclen yakla\u015f\u0131k iki ay\u0131n en d\u00fc\u015f\u00fck seviyesine yak\u0131n seyretti. BoJ ile Fed\u2019in politika g\u00f6r\u00fcn\u00fcm\u00fc aras\u0131ndaki fark pariteyi bask\u0131lamay\u0131 s\u00fcrd\u00fcrd\u00fc; daha fazla y\u00fckseli\u015f i\u00e7in daha g\u00fc\u00e7l\u00fc al\u0131m i\u015ftah\u0131 gerekiyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalarda t\u00fcrev \u00fcr\u00fcn (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7) yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in \u201coynakl\u0131k satmak\u201d daha mant\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor. (Oynakl\u0131k: fiyat\u0131n ne kadar h\u0131zl\u0131 ve sert de\u011fi\u015fti\u011fi; opsiyon fiyat\u0131n\u0131 etkiler.) B\u00fcy\u00fck politika de\u011fi\u015fimleri geride kal\u0131rken parite yeni bir dengeye oturdu; USD\/JPY opsiyonlar\u0131nda ima edilen oynakl\u0131k (opsiyon fiyat\u0131ndan hesaplanan, piyasan\u0131n bekledi\u011fi oynakl\u0131k) 18 ay\u0131n en d\u00fc\u015f\u00fck seviyesine indi. 145 kullan\u0131m fiyat\u0131 (opsiyonun al\u0131m-sat\u0131m hakk\u0131 verdi\u011fi seviye) etraf\u0131nda k\u0131sa strangle veya iron condor kurulumu ile prim toplama f\u0131rsat\u0131 g\u00f6r\u00fcl\u00fcyor. (Prim: opsiyon i\u00e7in \u00f6denen\/elde edilen bedel. K\u0131sa strangle: ayn\u0131 vadede, farkl\u0131 kullan\u0131m fiyatlar\u0131ndan al\u0131m ve sat\u0131m opsiyonu satarak prim toplama. Iron condor: riski s\u0131n\u0131rlamak i\u00e7in ek opsiyonlarla kurulan benzer bant stratejisi.)<\/p>\n
Buna ra\u011fmen, yeni enflasyon verileri sakinli\u011fi bozabilir. Mart 2026 ABD T\u00dcFE (CPI: t\u00fcketici fiyat endeksi, enflasyonun temel g\u00f6stergesi) %3,1 ile beklentinin biraz \u00fczerinde geldi; bu durum Fed\u2019in faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fc s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcrmeyece\u011fi sorusunu g\u00fcndeme ta\u015f\u0131d\u0131. Yat\u0131r\u0131mc\u0131lar, opsiyon satarak elde ettikleri primin bir k\u0131sm\u0131yla \u201cparan\u0131n \u00e7ok d\u0131\u015f\u0131nda\u201d (mevcut fiyattan \u00e7ok uzakta olan, ger\u00e7ekle\u015fme ihtimali d\u00fc\u015f\u00fck) ucuz al\u0131m opsiyonlar\u0131 alarak dolar\u0131n beklenmedik g\u00fc\u00e7lenmesine kar\u015f\u0131 korunmay\u0131 (hedge: zarar\u0131 azaltmaya y\u00f6nelik kar\u015f\u0131 pozisyon) d\u00fc\u015f\u00fcnebilir.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 a\u00e7\u0131n<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" USD\/JPY Asya\u2019da 159,00\u2019a t\u0131rmand\u0131: Yeni, H\u00fcrm\u00fcz kaynakl\u0131 enerji arz\u0131 endi\u015fesiyle bask\u0131 alt\u0131nda. BoJ s\u0131k\u0131la\u015fma sinyali ve m\u00fcdahale riski kay\u0131plar\u0131 s\u0131n\u0131rl\u0131yor; yatay piyasada opsiyonda volatilite sat\u0131\u015f\u0131 \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-45079","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\/45079","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=45079"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45079\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}