Rabobank stratejisti Michael Every, euro i\u00e7in karma\u015f\u0131k bir tablo \u00e7iziyor. Bu tabloyu Ukrayna sava\u015f\u0131, AB\u2019nin (Avrupa Birli\u011fi) finansman planlar\u0131 ve Avrupa i\u00e7indeki siyasi ayr\u0131\u015fmalar \u015fekillendiriyor. Ayr\u0131ca ABD ile Avrupa aras\u0131nda g\u00fcvenlik ve d\u0131\u015f politika konular\u0131nda daha geni\u015f bir gerilim oldu\u011funu vurguluyor.<\/p>\n
Ukrayna\u2019n\u0131n sahada ilerleme sa\u011flad\u0131\u011f\u0131n\u0131, \u00f6zellikle insans\u0131z hava arac\u0131 (\u0130HA; uzaktan kumandal\u0131 veya otonom u\u00e7an sald\u0131r\u0131\/ke\u015fif arac\u0131) sald\u0131r\u0131lar\u0131n\u0131n deste\u011fiyle zafer ihtimalinin daha ger\u00e7ek\u00e7i hale geldi\u011fini s\u00f6yl\u00fcyor. AB de \u0130ran sava\u015f\u0131 nedeniyle ABD\u2019den silah sevkiyat\u0131nda gecikme olas\u0131l\u0131\u011f\u0131na haz\u0131rlan\u0131yor.<\/p>\n
The Times, \u0130ngiltere\u2019nin kendi karasular\u0131ndaki Rus \u201cg\u00f6lge filo\u201d tankerlerine el koymad\u0131\u011f\u0131n\u0131 yaz\u0131yor; gerek\u00e7e olarak bu gemileri limanda ba\u011flama ve bak\u0131m masraflar\u0131 g\u00f6steriliyor. Fransa ve Almanya\u2019n\u0131n ise Ukrayna\u2019ya AB\u2019ye kat\u0131l\u0131m s\u00fcrecinde \u201csembolik\u201d (ger\u00e7ekte s\u0131n\u0131rl\u0131 sonu\u00e7 \u00fcreten) faydalar sunan bir yakla\u015f\u0131m\u0131 de\u011ferlendirdi\u011fi; buna kar\u015f\u0131l\u0131k AB ortak b\u00fct\u00e7esine eri\u015fim ve oy hakk\u0131 vermeyece\u011fi aktar\u0131l\u0131yor.<\/p>\n
The Wall Street Journal, Almanya\u2019n\u0131n yeniden silahlanmay\u0131 h\u0131zland\u0131rmas\u0131yla bir\u00e7ok Alman \u015firketinin savunma tedarik\u00e7isi (orduya ekipman sa\u011flayan \u00fcretici) olmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 yaz\u0131yor. Haberde, i\u00e7eri\u011fin bir yapay zek\u00e2 arac\u0131yla haz\u0131rlanmas\u0131na yard\u0131m edildi\u011fi ve bir edit\u00f6r taraf\u0131ndan g\u00f6zden ge\u00e7irildi\u011fi belirtiliyor.<\/p>\n
Euro, bu z\u0131t etkiler aras\u0131nda s\u0131k\u0131\u015fm\u0131\u015f durumda; bu nedenle EUR\/USD\u2019de (euro\/dolar paritesi; 1 euronun ka\u00e7 dolar etti\u011fini g\u00f6steren kur) tek y\u00f6ne net bir pozisyon almak riskli g\u00f6r\u00fcn\u00fcyor. Euro \u00fczerinde \u201cuzun straddle\u201d (ayn\u0131 vade ve ayn\u0131 kullan\u0131m fiyat\u0131yla hem al\u0131m opsiyonu hem sat\u0131m opsiyonu almak; kur yukar\u0131 ya da a\u015fa\u011f\u0131 g\u00fc\u00e7l\u00fc hareket ederse kazan\u00e7 hedefleyen strateji) uygulanabilir; gerilimler s\u00fcrd\u00fck\u00e7e iki y\u00f6nde de sert fiyat hareketinden faydalanmay\u0131 ama\u00e7lar. Avrupa Merkez Bankas\u0131\u2019n\u0131n Nisan 2026 ba\u015f\u0131na ait son tutanaklar\u0131, gelecekteki politika konusunda kurul i\u00e7inde g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131 oldu\u011funu g\u00f6sterdi; bu da kurda ani ve \u00f6ng\u00f6r\u00fclmesi zor hareket olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Euroda f\u0131rt\u0131na kap\u0131da: Ukrayna sava\u015f\u0131, AB\u2019nin finansman hamleleri ve Avrupa\u2019daki siyasi \u00e7atlaklar EUR\/USD\u2019yi s\u0131k\u0131\u015ft\u0131r\u0131yor. Every, y\u00fckselen volatilitede tek y\u00f6ne de\u011fil, uzun straddle\u2019a i\u015faret ediyor.<\/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-45156","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\/45156","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=45156"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45156\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45156"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45156"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}