Japon Yeni, Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) politika faizini \u00fc\u00e7\u00fcnc\u00fc toplant\u0131da da %0,75\u2019te sabit tutmas\u0131n\u0131n ard\u0131ndan ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda de\u011fer kazand\u0131; USD\/JPY (Dolar\/Yen) yakla\u015f\u0131k 159,25 seviyesine geriledi. Bu karar bekleniyordu; Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fma, ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin kayg\u0131lar\u0131 art\u0131rd\u0131.<\/p>\n
Piyasalar, BoJ Ba\u015fkan\u0131 Kazuo Ueda\u2019n\u0131n 06:30 GMT\u2019de d\u00fczenleyece\u011fi bas\u0131n toplant\u0131s\u0131n\u0131 bekliyor. Odak noktas\u0131, faizde yava\u015f ve kademeli art\u0131\u015f sinyali verilip verilmeyece\u011fi ve enflasyon bask\u0131s\u0131n\u0131n enerji maliyetlerinden (petrol\/do\u011falgaz gibi) ziyade b\u00fcy\u00fcmeden (talep art\u0131\u015f\u0131) kaynaklan\u0131p kaynaklanmayaca\u011f\u0131.<\/p>\n
ABD Dolar\u0131 cephesinde dikkatler \u00c7ar\u015famba g\u00fcnk\u00fc Fed karar\u0131nda. Fed\u2019in faizleri \u00fc\u00e7\u00fcnc\u00fc kez %3,50\u2013%3,75 aral\u0131\u011f\u0131nda sabit tutmas\u0131 bekleniyor. Bununla birlikte, daha y\u00fcksek petrol fiyatlar\u0131na ba\u011fl\u0131 olarak enflasyonun yukar\u0131 y\u00f6nl\u00fc risklerine (fiyatlar\u0131n yeniden h\u0131zlanmas\u0131) ve b\u00fcy\u00fcmenin a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerine (ekonominin yava\u015flamas\u0131) vurgu yapabilece\u011fi izleniyor.<\/p>\n
ABD siyasetinde Beyaz Saray S\u00f6zc\u00fcs\u00fc Karoline Leavitt, Ba\u015fkan Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n \u00f6nerisini ulusal g\u00fcvenlik ekibiyle g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. \u00d6neri, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131 ve kal\u0131c\u0131 ate\u015fkes ba\u015fl\u0131klar\u0131n\u0131 i\u00e7eriyor. Washington\u2019un bu \u00f6neriyi izleyip izlemeyece\u011fine dair ayr\u0131nt\u0131 payla\u015f\u0131lmad\u0131.<\/p>\n
BoJ, y\u0131lda planl\u0131 sekiz para politikas\u0131 toplant\u0131s\u0131n\u0131n her birinin ard\u0131ndan bas\u0131n toplant\u0131s\u0131 d\u00fczenler. Ba\u015fkan, faiz karar\u0131n\u0131 gerek\u00e7elendirir; b\u00fcy\u00fcme ve enflasyonu de\u011ferlendirir; gelecekteki politika ad\u0131mlar\u0131na dair ipu\u00e7lar\u0131 verir. Bu mesajlar, Yen\u2019de h\u0131zl\u0131 hareketlere yol a\u00e7abilir.<\/p>\n
Japon Yeni, BoJ faizi %0,75\u2019te tutmas\u0131na ra\u011fmen g\u00fc\u00e7leniyor. Bu durum, yat\u0131r\u0131mc\u0131lar\u0131n mevcut karardan \u00e7ok merkez bankas\u0131n\u0131n ileriye d\u00f6n\u00fck duru\u015funa (gelecek mesajlar\u0131na) odakland\u0131\u011f\u0131n\u0131 g\u00f6steriyor. USD\/JPY paritesinde 1 haftal\u0131k opsiyonlar\u0131n \u201cima edilen oynakl\u0131\u011f\u0131\u201d (opsiyon fiyatlar\u0131n\u0131n i\u015faret etti\u011fi beklenen fiyat dalgalanmas\u0131) %14\u2019\u00fcn \u00fczerine \u00e7\u0131kt\u0131; piyasa, \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde daha sert hareketlere haz\u0131rl\u0131k yap\u0131yor.<\/p>\n
Bu \u00c7ar\u015famba g\u00fcnk\u00fc Fed toplant\u0131s\u0131 izleniyor; faizlerin %3,50\u2013%3,75 aral\u0131\u011f\u0131nda kalmas\u0131 bekleniyor. ABD ile Japonya aras\u0131ndaki belirgin faiz fark\u0131, son sekiz ayd\u0131r s\u00fcrekli %2,5\u2019in \u00fczerinde kalarak dolar\u0131 destekleyen ana unsurlardan biri olmaya devam ediyor. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n, Fed\u2019in enflasyon risklerine ili\u015fkin ifadelerinde (metindeki ton ve kelime se\u00e7iminde) olas\u0131 k\u00fc\u00e7\u00fck de\u011fi\u015fimleri yak\u0131ndan izlemesi gerekiyor.<\/p>\n
Orta Do\u011fu\u2019daki jeopolitik tablo ve bunun petrol \u00fczerindeki etkisi belirsizli\u011fini koruyor. Haziran vadeli Brent petrol vadeli i\u015flemleri varil ba\u015f\u0131na 95 dolar civar\u0131nda seyrederken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin her haber belirgin bir fiyat \u015foku yaratabilir. CBOE Ham Petrol Oynakl\u0131k Endeksi (OVX) 45 seviyesinde y\u00fcksek; bu, opsiyon yat\u0131r\u0131mc\u0131lar\u0131n\u0131n ani fiyat s\u0131\u00e7ramalar\u0131na kar\u015f\u0131 korunmak i\u00e7in daha pahal\u0131 prim \u00f6dedi\u011fi anlam\u0131na gelir.<\/p>\n
Fed a\u00e7\u0131klamas\u0131 ve olas\u0131 jeopolitik haber ak\u0131\u015f\u0131 kaynakl\u0131 \u201ciki ihtimalli\u201d riskler nedeniyle USD\/JPY\u2019de \u201cuzun straddle\u201d (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyat\u0131ndan hem al\u0131m opsiyonu hem sat\u0131m opsiyonu almak; fiyat hangi y\u00f6ne sert giderse gitsin kazanmay\u0131 hedefleyen strateji) \u00f6ne \u00e7\u0131k\u0131yor. Bu strateji, y\u00f6n tahmini yapmadan, sadece oynakl\u0131\u011f\u0131n artaca\u011f\u0131 beklentisine dayan\u0131r.<\/p>\n
\u00d6nemli opsiyon kullan\u0131m fiyatlar\u0131nda \u201ca\u00e7\u0131k pozisyon\u201d (vadesi gelmemi\u015f toplam s\u00f6zle\u015fme say\u0131s\u0131) 158,00 ve 161,00 seviyeleri \u00e7evresinde yo\u011funla\u015f\u0131yor. Bu b\u00f6lgeler, t\u00fcrev s\u00f6zle\u015fmelerin (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 olan \u00fcr\u00fcnlerin) b\u00fcy\u00fck hacimle konumland\u0131\u011f\u0131 alanlar oldu\u011fu i\u00e7in olas\u0131 destek\/diren\u00e7 b\u00f6lgeleri olarak izlenir. Fed a\u00e7\u0131klamas\u0131 sonras\u0131 bu seviyelerin net \u015fekilde k\u0131r\u0131lmas\u0131, bir sonraki ana e\u011filimi tetikleyebilir.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0i\u015flem yapmaya<\/a>\u00a0\u015fimdi ba\u015flay\u0131n. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Yen s\u00fcrprizi: BoJ faizi %0,75\u2019te sabit tutsa da JPY g\u00fc\u00e7lendi, USD\/JPY 159,25\u2019e indi. G\u00f6zler Ueda ve Fed\u2019de; petrol-jeopolitik riskler oynakl\u0131\u011f\u0131 besliyor, 158-161 kritik.<\/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-45620","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\/45620","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=45620"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45620\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}