GBP\/USD, Pazartesi Asya i\u015flemlerinde 1,3580 civar\u0131na hafif y\u00fckseldi. Ancak Orta Do\u011fu kaynakl\u0131 belirsizlik nedeniyle ek y\u00fckseli\u015fler s\u0131n\u0131rl\u0131 kalabilir. Ayr\u0131ca ABD\u2019nin Nisan istihdam raporu Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran\u2019la ya\u015fanan ABD-\u0130srail gerilimi s\u0131ras\u0131nda tarafs\u0131z \u00fclkelere yard\u0131mc\u0131 olmak i\u00e7in \u201cinsani bir jest\u201d olarak H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda s\u0131k\u0131\u015fan gemileri kurtarmaya y\u00f6nelik \u00e7al\u0131\u015fmalara Pazartesi sabah\u0131 ba\u015flayacaklar\u0131n\u0131 s\u00f6yledi. \u0130ranl\u0131 bir yetkili, ABD\u2019nin H\u00fcrm\u00fcz\u2019e dahil olmas\u0131n\u0131n ate\u015fkesin ihlali say\u0131laca\u011f\u0131n\u0131 belirtti ve H\u00fcrm\u00fcz Bo\u011faz\u0131 ile Basra K\u00f6rfezi\u2019nin \u201cs\u00f6z d\u00fcellosu\u201d yap\u0131lacak yer olmad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Trump, \u00f6nerinin kabul edilmesinin zor oldu\u011funu s\u00f6yledi.<\/p>\n
Yenilenen gerilim, \u201cg\u00fcvenli liman\u201d (kriz d\u00f6nemlerinde yat\u0131r\u0131mc\u0131lar\u0131n daha g\u00fcvenli g\u00f6rd\u00fc\u011f\u00fc varl\u0131klara y\u00f6nelmesi) \u00f6zelli\u011fi nedeniyle ABD dolar\u0131n\u0131 destekleyebilir ve GBP\/USD \u00fczerinde bask\u0131 yaratabilir. Ge\u00e7en hafta \u0130ngiltere Merkez Bankas\u0131 (BoE) ve ABD Merkez Bankas\u0131 (Fed) faizleri de\u011fi\u015ftirmedi.<\/p>\n
BoE Ba\u015fkan\u0131 Andrew Bailey, \u00e7at\u0131\u015fman\u0131n fiyatlar \u00fczerinde ciddi bask\u0131 olu\u015fturmas\u0131 halinde \u201csert bir parasal s\u0131k\u0131la\u015ft\u0131rma\u201d (faiz art\u0131r\u0131m\u0131 ve finansal ko\u015fullar\u0131 belirgin \u00f6l\u00e7\u00fcde zorla\u015ft\u0131rma) gerekebilece\u011fini s\u00f6yledi. Bankan\u0131n geli\u015fmeleri ve \u0130ngiltere ekonomisine etkisini izleyece\u011fini de ekledi.<\/p>\n
Jeopolitik stres d\u00f6nemlerinde sermaye genellikle ABD dolar\u0131na kayar; bu da GBP\/USD gibi pariteler i\u00e7in olumsuzdur. Cboe FX Volatilite Endeksi (d\u00f6viz piyasas\u0131nda beklenen dalgalanmay\u0131 g\u00f6steren endeks) son bir ayda %4 artarak 7,9\u2019a y\u00fckseldi. Bu, piyasan\u0131n riskin artt\u0131\u011f\u0131n\u0131 fiyatlamaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu nedenle, sterline kar\u015f\u0131 k\u0131sa vadeli ABD dolar\u0131 al\u0131m opsiyonu (belirli vadede belirli fiyattan dolar alma hakk\u0131; ani riskten ka\u00e7\u0131\u015fta koruma sa\u011flar) almak, sert bir \u201criskten ka\u00e7\u0131\u015f\u201d (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klardan h\u0131zla \u00e7\u0131kmas\u0131) hareketine kar\u015f\u0131 makul bir korunma olabilir.<\/p>\n
Bir ayl\u0131k \u201cima edilen volatilite\u201d (opsiyon fiyatlar\u0131na yans\u0131yan beklenen oynakl\u0131k) 6,8 seviyesinde. Bu d\u00fczey, \u00f6n\u00fcm\u00fczdeki haftalarda ani bir k\u0131r\u0131lma olas\u0131l\u0131\u011f\u0131 varken d\u00fc\u015f\u00fck g\u00f6r\u00fcn\u00fcyor.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131 petrol arz\u0131 a\u00e7\u0131s\u0131ndan kritik bir ge\u00e7i\u015f noktas\u0131. Deniz ticaret hatlar\u0131na dair risklerin artmas\u0131, enerji ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131 aksatabilir. Brent petrol bu \u00e7eyrekte %7 art\u0131\u015fla varil ba\u015f\u0131na 89 dolara y\u00fckselmi\u015fken, olas\u0131 bir t\u0131rman\u0131\u015f ge\u00e7en y\u0131l\u0131n zirvelerini h\u0131zl\u0131 \u015fekilde g\u00fcndeme getirebilir. Bu durum, net enerji ithalat\u00e7\u0131s\u0131 olan \u0130ngiltere\u2019yi daha sert etkileyerek sterlinin dolar kar\u015f\u0131s\u0131nda de\u011fer kaybetmesine yol a\u00e7abilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Sterlin\/dolar 1,3580\u2019e y\u00fckselse de H\u00fcrm\u00fcz gerilimi g\u00fcvenli liman\u0131 destekleyip y\u00fckseli\u015fi t\u00f6rp\u00fcleyebilir. Cboe FX oynakl\u0131\u011f\u0131 art\u0131yor; opsiyonla korunma \u00f6ne \u00e7\u0131k\u0131yor. Cuma ABD istihdam\u0131 y\u00f6n verecek.<\/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-46022","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\/46022","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=46022"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46022\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46022"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46022"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}