Birle\u015fik Krall\u0131k CFTC verileri, GBP ticari olmayan (spek\u00fclatif) net pozisyonlar\u0131n -54,7 bin \u00a3 seviyesinden -52 bin \u00a3\u2019a y\u00fckseldi\u011fini g\u00f6sterdi. <\/p>\n
Bu hareket, \u00f6nceki rapora k\u0131yasla sterlinde daha k\u00fc\u00e7\u00fck bir net k\u0131sa (d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc) pozisyona i\u015faret ediyor.<\/p>\n
Sterlinde net k\u0131sa pozisyonlar -54,7 bin \u00a3\u2019dan -52 bin \u00a3\u2019a geriledi. Bu, en karamsar yat\u0131r\u0131mc\u0131lar\u0131n sterline kar\u015f\u0131 a\u00e7t\u0131klar\u0131 baz\u0131 pozisyonlar\u0131 kapatt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Yine de genel hava h\u00e2l\u00e2 net bi\u00e7imde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc; y\u00fckseli\u015f beklentisi bask\u0131n de\u011fil.<\/p>\n
Bu temkinli de\u011fi\u015fim, Birle\u015fik Krall\u0131k\u2019ta Mart 2026 enflasyonunun %2,8\u2019e inerek \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n hedefin\u0259 yakla\u015fmas\u0131n\u0131 yans\u0131t\u0131yor. \u0130lk \u00e7eyrek GSYH (ekonominin toplam \u00fcretimi) b\u00fcy\u00fcmesi %0,2 ile zay\u0131f kalsa da teknik resesyonu (iki \u00e7eyrek \u00fcst \u00fcste k\u00fc\u00e7\u00fclme) \u015fimdilik engelledi. Bu kar\u0131\u015f\u0131k ama biraz daha iyi tablo, sterlinde a\u015f\u0131r\u0131 d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar\u0131n yeniden g\u00f6zden ge\u00e7irilmesine yol a\u00e7\u0131yor.<\/p>\n
Ana soru, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n ilk faiz indiriminin ne zaman gelece\u011fi. Piyasalar \u015fu an \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fi fiyatl\u0131yor. Son toplant\u0131 tutanaklar\u0131, kurul i\u00e7inde daha \u201cg\u00fcvercin\u201d (faiz indirimine daha yatk\u0131n) bir e\u011filimin g\u00fc\u00e7lendi\u011fini ve daha fazla \u00fcyenin indirimi destekledi\u011fini g\u00f6sterdi. Buna kar\u015f\u0131l\u0131k ABD Merkez Bankas\u0131 (Fed) \u201cuzun s\u00fcre y\u00fcksek faiz\u201d mesaj\u0131n\u0131 koruyor; bu da GBP\/USD\u2019de (sterlin\/dolar paritesi) sert y\u00fckseli\u015fleri s\u0131n\u0131rl\u0131yor.<\/p>\n
Sterlinde sat\u0131\u015f bask\u0131s\u0131 zay\u0131fl\u0131yor mu? CFTC\u2019ye g\u00f6re spek\u00fclatif net k\u0131sa pozisyonlar -54,7 binden -52 bine indi. Enflasyon gerilerken zay\u0131f b\u00fcy\u00fcme s\u00fcr\u00fcyor; BoE indirimi Q3 fiyatlan\u0131yor, Fed temkinli kal\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-45474","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\/45474","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=45474"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45474\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45474"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45474"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}