{"id":45794,"date":"2026-04-30T01:25:18","date_gmt":"2026-04-30T01:25:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/trump-fedin-politika-karari-aciklamasi-sirasinda-putinle-ukraynadaki-savasi-ve-abd-iran-iliskilerini-gorustu\/"},"modified":"2026-04-30T01:25:18","modified_gmt":"2026-04-30T01:25:18","slug":"trump-fedin-politika-karari-aciklamasi-sirasinda-putinle-ukraynadaki-savasi-ve-abd-iran-iliskilerini-gorustu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/trump-fedin-politika-karari-aciklamasi-sirasinda-putinle-ukraynadaki-savasi-ve-abd-iran-iliskilerini-gorustu\/","title":{"rendered":"Trump, Fed\u2019in politika karar\u0131 a\u00e7\u0131klamas\u0131 s\u0131ras\u0131nda Putin\u2019le Ukrayna\u2019daki sava\u015f\u0131 ve ABD-\u0130ran ili\u015fkilerini g\u00f6r\u00fc\u015ft\u00fc"},"content":{"rendered":"

ABD Ba\u015fkan\u0131 Donald Trump, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) para politikas\u0131 karar\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 g\u00fcn Rusya Devlet Ba\u015fkan\u0131 Vladimir Putin ile g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. G\u00f6r\u00fc\u015fmede Rusya-Ukrayna sava\u015f\u0131 ve ABD\u2019nin \u0130ran ile ili\u015fkilerinin ele al\u0131nd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

Trump, Ukrayna\u2019da \u201cbir t\u00fcr ate\u015fkes\u201d \u00f6nerdi\u011fini s\u00f6yledi. Ayr\u0131ca Putin\u2019in yard\u0131mc\u0131 olmak istedi\u011fini, hangi sava\u015f\u0131n \u00f6nce bitebilece\u011fini konu\u015ftuklar\u0131n\u0131 ve \u201cbenzer zaman planlar\u0131\u201d olabilece\u011fini ifade etti.<\/p>\n

Jeopolitik Sinyaller ve Piyasalar\u0131n Hassasiyeti<\/h3>\n

\u0130ran konusunda Trump, anla\u015fma sa\u011flanmazsa ABD\u2019nin \u201ckalan f\u00fcze ve sistemleri devre d\u0131\u015f\u0131 b\u0131rakaca\u011f\u0131n\u0131\u201d s\u00f6yledi. *F\u00fcze ve sistemler* ifadesi, \u0130ran\u2019\u0131n savunma ve sald\u0131r\u0131 kapasitesiyle ilgili askeri altyap\u0131y\u0131 anlat\u0131r. Ayr\u0131nt\u0131 vermedi.<\/p>\n

Haberde, bu a\u00e7\u0131klamalar\u0131n o s\u0131rada finansal piyasalar \u00fczerinde etkisi olmad\u0131\u011f\u0131 belirtildi. Piyasalar\u0131n Orta Do\u011fu\u2019daki kriz ve Fed karar\u0131na odakland\u0131\u011f\u0131, Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n konu\u015fmas\u0131 \u00f6ncesinde bekle-g\u00f6r havas\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n

Fed Politikas\u0131 ve Faiz Pozisyonlar\u0131<\/h3>\n

Orta Do\u011fu\u2019daki gerginlik petrol fiyatlar\u0131n\u0131 \u201ca\u015fa\u011f\u0131dan destekliyor\u201d (yani sert d\u00fc\u015f\u00fc\u015fleri s\u0131n\u0131rl\u0131yor). Brent petrol 90 dolar\u0131n \u00fczerinde kal\u0131yor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki son deniz tatbikatlar\u0131, *nakliye sigortas\u0131 primlerini* (gemilerin sava\u015f\/riske kar\u015f\u0131 sigorta maliyeti) y\u00fcksek tutuyor; bu maliyetler de ta\u015f\u0131mac\u0131l\u0131k \u00fczerinden enflasyon verilerine yans\u0131yabiliyor.<\/p>\n

\u00d6n\u00fcm\u00fczdeki haftalar i\u00e7in daha kritik ba\u015fl\u0131k ise Fed\u2019in faiz rotas\u0131. Mart 2026 \u00e7ekirdek PCE enflasyonu %2,8 gelince, piyasalar bu y\u0131l yaln\u0131zca bir faiz indirimi ihtimalini fiyatl\u0131yor. *\u00c7ekirdek PCE*, g\u0131da ve enerji gibi oynak kalemler \u00e7\u0131kar\u0131larak hesaplanan, Fed\u2019in yak\u0131ndan izledi\u011fi enflasyon g\u00f6stergesidir.<\/p>\n

Bu ortamda faiz hareketlerine duyarl\u0131 \u00fcr\u00fcnlerde *opsiyonlar* \u00f6ne \u00e7\u0131k\u0131yor. *Opsiyon*, belirli bir fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fmedir; riskten korunma veya beklentiye g\u00f6re pozisyon almak i\u00e7in kullan\u0131l\u0131r. \u00d6rne\u011fin Hazine tahvili ETF\u2019lerinde (borsada i\u015flem g\u00f6ren fon) opsiyonlar, portf\u00f6y\u00fcn *vade riskini* y\u00f6netmekte kullan\u0131labilir. *Vade riski*, faiz de\u011fi\u015fince uzun vadeli tahvil fiyatlar\u0131n\u0131n daha sert hareket etmesi nedeniyle olu\u015fan de\u011fer oynakl\u0131\u011f\u0131d\u0131r.<\/p>\n","protected":false},"excerpt":{"rendered":"

Kritik Fed g\u00fcn\u00fc Trump-Putin hatt\u0131: Ukrayna\u2019da ate\u015fkes sinyali, \u0130ran\u2019a \u201csistemleri devre d\u0131\u015f\u0131 b\u0131rak\u0131r\u0131z\u201d mesaj\u0131. Piyasalar \u015fimdilik sakin; petrol 90+ destekli, tek faiz indirimi fiyatlan\u0131yor, opsiyonla vade riski y\u00f6netiliyor.<\/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-45794","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\/45794","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=45794"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45794\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}