Japonya\u2019da man\u015fet T\u00dcFE (t\u00fcketici fiyat endeksi) martta y\u0131ll\u0131k bazda %1,5\u2019e y\u00fckseldi (\u015fubatta %1,3). \u00c7ekirdek-\u00e7ekirdek T\u00dcFE (enerji ve taze g\u0131da gibi oynak kalemler hari\u00e7 \u201cdaha kal\u0131c\u0131\u201d enflasyon g\u00f6stergesi) y\u0131ll\u0131k %2,4 oldu (\u015fubatta %2,5).<\/p>\n
Fiyat art\u0131\u015f\u0131 bask\u0131s\u0131 g\u00fc\u00e7leniyor; ancak devletin akaryak\u0131t s\u00fcbvansiyonlar\u0131 (pompa fiyat\u0131n\u0131 d\u00fc\u015f\u00fcrmek i\u00e7in verilen destek) man\u015fet oran\u0131 a\u015fa\u011f\u0131da tutuyor. Ham petrol\u00fcn (i\u015flenmemi\u015f petrol) y\u00fckselmesi, zamanla enflasyona yans\u0131yabilir.<\/p>\n
Haberlere g\u00f6re Japonya Merkez Bankas\u0131 (BoJ), bir sonraki \u00fc\u00e7 ayl\u0131k g\u00f6r\u00fcn\u00fcm raporunda enflasyon tahminini belirgin \u015fekilde yukar\u0131 \u00e7ekmeyi de\u011ferlendiriyor. Olas\u0131 bir faiz art\u0131\u015f\u0131n\u0131n (politika faizinin y\u00fckseltilmesi) zaman\u0131, Orta Do\u011fu kaynakl\u0131 belirsizlik nedeniyle hazirana ertelenebilir.<\/p>\n
Petrol fiyatlar\u0131 y\u00fcksek kal\u0131r ve BoJ gelecek hafta faiz art\u0131rmazsa USD\/JPY (ABD dolar\u0131\/Japon yeni paritesi) destek bulabilir. Kurun 160\u2019\u0131n alt\u0131nda kalmas\u0131 yine de bekleniyor; \u00e7\u00fcnk\u00fc Maliye Bakan\u0131 Katayama\u2019dan s\u00f6zl\u00fc m\u00fcdahale (kuru y\u00f6nlendirmeye d\u00f6n\u00fck a\u00e7\u0131klamalar) riski var.<\/p>\n
Y\u00fcksek enerji maliyetlerinin sa\u011flad\u0131\u011f\u0131 destek de kal\u0131c\u0131 bir unsur oldu. Brent petrol\u00fcn (k\u00fcresel referans petrol t\u00fcr\u00fc) varil fiyat\u0131 2025 sonlar\u0131nda 90 dolardan \u015fimdi 95 dolar\u0131n \u00fczerine y\u00f6nelirken, Japonya\u2019n\u0131n d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 (ithalat\u0131n ihracattan fazla olmas\u0131) yeni zay\u0131flatmaya devam ediyor. Bu temel bask\u0131, paritenin yeniden kademeli y\u00fckselmesinin ana nedenlerinden biri.<\/p>\n
\u015eu anda USD\/JPY yakla\u015f\u0131k 162,80 seviyesinde i\u015flem g\u00f6r\u00fcrken, daha \u00f6nce \u201ctavan\u201d kabul edilen 160 seviyesi a\u015f\u0131lm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Bu durum, m\u00fcdahalenin etkisinin azalabilece\u011fine ya da zay\u0131f yene tolerans\u0131n artt\u0131\u011f\u0131na i\u015faret ediyor. T\u00fcrev \u00fcr\u00fcnlerle (opsiyon gibi, de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 ara\u00e7lar) i\u015flem yapanlar, y\u00fcksek oynakl\u0131ktan (fiyat\u0131n h\u0131zl\u0131 ve sert dalgalanmas\u0131) fayda sa\u011flayan stratejileri de\u011ferlendirebilir; \u00f6rne\u011fin straddle almak (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m ve sat\u0131m opsiyonunu birlikte alarak fiyat\u0131n hangi y\u00f6ne giderse gitsin b\u00fcy\u00fck hareketten yararlanmay\u0131 hedeflemek). \u00c7\u00fcnk\u00fc ani ve sert bir hareket riski y\u00fckselmi\u015f durumda. Bu, temel dinamiklerle yeni bir y\u00fckseli\u015f dalgas\u0131na ya da h\u00fck\u00fcmetin daha g\u00fc\u00e7l\u00fc m\u00fcdahale etmesi halinde sert bir geri d\u00f6n\u00fc\u015fe pozisyon almay\u0131 sa\u011flar.<\/p>\n
VT Markets\u2019de canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Japonya\u2019da enflasyon \u0131s\u0131n\u0131rken BoJ\u2019un tahminleri yukar\u0131 revize edilebilir; faiz art\u0131\u015f\u0131 hazirana sarkabilir. Petrol 95$ \u00fcst\u00fc, USD\/JPY 162,8\u2019de. M\u00fcdahale riskiyle volatilite, opsiyon stratejilerini \u00f6ne \u00e7\u0131kar\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-45451","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\/45451","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=45451"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45451\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}