GBP\/JPY, 216,60 seviyesine ula\u015ft\u0131ktan sonra erken saatlerdeki y\u00fckseli\u015fini geri verdi ve yakla\u015f\u0131k 215,60\u2019a geriledi. Bu hareket, Japon Yeni\u2019nin g\u00fc\u00e7lenmesinin ard\u0131ndan geldi. Japonya Maliye Bakan\u0131 Satsuki Katayama, piyasaya m\u00fcdahale (kur hareketini s\u0131n\u0131rlamak i\u00e7in resmi d\u00f6viz al\u0131m-sat\u0131m\u0131) ihtimaline dair s\u00f6zl\u00fc uyar\u0131da bulundu.<\/p>\n
Reuters\u2019a g\u00f6re Katayama, Avrupa i\u015flemleri s\u0131ras\u0131nda Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Japonya\u2019n\u0131n d\u00f6viz piyasalar\u0131nda kararl\u0131 ad\u0131m atmaya yakla\u015ft\u0131\u011f\u0131n\u0131 s\u00f6yledi. Yen, Japonya Merkez Bankas\u0131 (BOJ) bu y\u0131l daha fazla s\u0131k\u0131la\u015fma (faizi art\u0131rma veya para ko\u015fullar\u0131n\u0131 zorla\u015ft\u0131rma) ihtimalini a\u00e7\u0131k b\u0131rakmas\u0131na ra\u011fmen bask\u0131 alt\u0131nda kald\u0131.<\/p>\n
BOJ, Sal\u0131 g\u00fcn\u00fc politika faizini beklentilere paralel \u015fekilde %0,75\u2019te sabit b\u0131rakt\u0131. Ayr\u0131ca faiz patikas\u0131n\u0131n (faizlerin gelecekte izlemesi beklenen y\u00f6n\u00fcn) kademeli olarak yukar\u0131 kalaca\u011f\u0131n\u0131 belirtti.<\/p>\n
Sterlin, 11:00 GMT\u2019de a\u00e7\u0131klanacak \u0130ngiltere Merkez Bankas\u0131 (BoE) karar\u0131 \u00f6ncesinde ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 kar\u0131\u015f\u0131k seyretti. BoE\u2019nin faizi \u00fc\u00e7\u00fcnc\u00fc toplant\u0131da da %3,75\u2019te sabit tutmas\u0131 ve oylaman\u0131n 8\u2019e 1 \u015feklinde sonu\u00e7lanmas\u0131 bekleniyor.<\/p>\n
Ba\u015f Ekonomist Huw Pill\u2019in tek ba\u015f\u0131na art\u0131\u015f y\u00f6n\u00fcnde oy kullanmas\u0131 bekleniyor. Bloomberg\u2019e g\u00f6re Pill, fiyat bask\u0131lar\u0131n\u0131 (enflasyonun g\u00fc\u00e7l\u00fc kalmas\u0131) s\u0131n\u0131rlamak ve 2022\u2019deki enflasyon \u015fokunun tekrar\u0131n\u0131 \u00f6nlemek i\u00e7in daha s\u0131k\u0131 ko\u015fullar savundu.<\/p>\n
Japonya Maliye Bakan\u0131\u2019ndan gelen g\u00fc\u00e7l\u00fc uyar\u0131, \u015fimdilik GBP\/JPY\u2019de yukar\u0131 y\u00f6n\u00fc s\u0131n\u0131rlayabilir. 216,00 \u00fczerindeki uzun pozisyonlar\u0131n (parite y\u00fckselir beklentisiyle al\u0131m y\u00f6nl\u00fc i\u015flem) k\u0131sa vadede \u00e7ok riskli oldu\u011funa i\u015faret ediyor. 2024 ilkbahar\u0131ndaki m\u00fcdahaleler, Japon yetkililerin Yeni dakikalar i\u00e7inde birka\u00e7 puan g\u00fc\u00e7lendirebildi\u011fini ve piyasay\u0131 haz\u0131rl\u0131ks\u0131z yakalayabildi\u011fini g\u00f6stermi\u015fti.<\/p>\n
BoE karar\u0131 bug\u00fcn a\u00e7\u0131klanaca\u011f\u0131 i\u00e7in oynakl\u0131\u011f\u0131n (fiyat dalgalanmas\u0131n\u0131n) belirgin \u015fekilde artmas\u0131 bekleniyor. Hizmet enflasyonunun (hizmet fiyatlar\u0131ndaki art\u0131\u015f) kal\u0131c\u0131 olmas\u0131 ve 2026 ba\u015f\u0131 itibar\u0131yla %5\u2019in \u00fczerinde seyretmesi nedeniyle, beklenmedik \u015fekilde \u015fahin bir ton (faiz art\u0131r\u0131m\u0131 sinyali) veya ek bir art\u0131\u015f oyu Sterlin\u2019i h\u0131zl\u0131 y\u00fckseltebilir. Bu riskte \u201copsiyon straddle\u201d (ayn\u0131 vade ve ayn\u0131 kullan\u0131m fiyat\u0131yla bir al\u0131m opsiyonu ve bir sat\u0131m opsiyonu birlikte almak; y\u00f6n\u00fc tahmin etmeden b\u00fcy\u00fck harekete oynamak) GBP\/JPY\u2019de daha temkinli bir yakla\u015f\u0131m olabilir.<\/p>\n
M\u00fcdahale riskinin \u00f6tesinde, BOJ\u2019un faizlerde kademeli y\u00fckseli\u015f mesaj\u0131 kritik. Bu, y\u0131llard\u0131r g\u00f6r\u00fclen politikadan belirgin bir kopu\u015fu yans\u0131t\u0131yor ve 2025 sonbahar\u0131nda faizin %0,50\u2019ye \u00e7\u0131kar\u0131lmas\u0131yla at\u0131lan ad\u0131mlar\u0131n devam\u0131 niteli\u011finde. Bu \u015fahin e\u011filim (faiz art\u0131\u015f\u0131na daha yatk\u0131n duru\u015f), daha uzun vadeli bakan yat\u0131r\u0131mc\u0131lar i\u00e7in GBP\/JPY\u2019deki y\u00fckseli\u015fleri sat\u0131\u015f f\u0131rsat\u0131 haline getirebilir.<\/p>\n
Bu \u00e7er\u00e7evede, \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in 217,00 ve \u00fczeri kullan\u0131m fiyatl\u0131 \u201cout-of-the-money\u201d al\u0131m opsiyonu sat\u0131\u015f\u0131 (mevcut fiyattan uzak, ger\u00e7ekle\u015fme olas\u0131l\u0131\u011f\u0131 daha d\u00fc\u015f\u00fck al\u0131m opsiyonu; prim geliri hedeflenir) bir strateji olabilir. Bu yakla\u015f\u0131m, m\u00fcdahale tehdidinin yukar\u0131 hareketi s\u0131n\u0131rlayaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnden yararlanarak y\u00fcksek oynakl\u0131k ortam\u0131nda opsiyon primi (opsiyonun sat\u0131n alma bedeli) toplamay\u0131 hedefler. Ana risk, BoE\u2019den beklenmedik \u00f6l\u00e7\u00fcde \u015fahin bir a\u00e7\u0131klama gelmesi ve Yen\u2019deki g\u00fc\u00e7lenmeyi g\u00f6lgede b\u0131rakmas\u0131d\u0131r.<\/p>\n","protected":false},"excerpt":{"rendered":"
GBP\/JPY 216,60\u2019tan 215,60\u2019a \u00e7ekildi: Yen g\u00fc\u00e7lenirken Maliye Bakan\u0131 m\u00fcdahale sinyali verdi. BOJ faizi %0,75\u2019te sabit, kademeli s\u0131k\u0131la\u015fma mesaj\u0131. G\u00f6zler bug\u00fcn BoE\u2019de; \u015fahin s\u00fcrpriz oynakl\u0131\u011f\u0131 art\u0131rabilir.<\/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-45842","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\/45842","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=45842"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45842\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}