ABD Dolar\u0131 Pazartesi g\u00fcn\u00fc ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda y\u00fckseldi. ABD Dolar\u0131 Endeksi (DXY) Cuma g\u00fcn\u00fc 97,70\u2019ten toparlanarak yeniden 98,00\u2019in \u00fczerine \u00e7\u0131kt\u0131, ancak son d\u00f6nemdeki i\u015flem band\u0131n\u0131n alt k\u0131sm\u0131nda kald\u0131.<\/p>\n
ABD\u2013\u0130ran aras\u0131ndaki s\u00f6zl\u00fc gerilim, Ba\u015fkan Donald Trump\u2019\u0131n \u0130ran\u2019da mahsur kalan gemileri serbest b\u0131rakmaya y\u00f6nelik bir plan\u0131n Pazartesi ba\u015flayaca\u011f\u0131n\u0131 s\u00f6ylemesinin ard\u0131ndan artt\u0131. Trump ayr\u0131nt\u0131 vermedi. Tahran ise ABD ordusunun \u0130ran sular\u0131na girmesinin ate\u015fkesi bozaca\u011f\u0131n\u0131 ve \u201ct\u00fcm g\u00fc\u00e7le\u201d kar\u015f\u0131l\u0131k verilece\u011fini s\u00f6yledi.<\/p>\n
Trump\u2019\u0131n a\u00e7\u0131klamas\u0131 sonras\u0131 petrol fiyatlar\u0131 y\u00fckseldi. ABD referans petrol\u00fc West Texas Intermediate (WTI) varil ba\u015f\u0131na 100 dolar\u0131n birka\u00e7 sent alt\u0131nda i\u015flem g\u00f6rd\u00fc. Bu durum riskli varl\u0131klara (getirisi y\u00fcksek ama oynakl\u0131\u011f\u0131 fazla yat\u0131r\u0131m ara\u00e7lar\u0131) talebi azaltt\u0131 ve Euro ile Japon Yeni \u00fczerinde bask\u0131 yaratt\u0131.<\/p>\n
ABD veri takviminde Mart ay\u0131 Fabrika Sipari\u015fleri \u00f6ne \u00e7\u0131kt\u0131. Hafta i\u00e7inde piyasalar, Cuma g\u00fcnk\u00fc Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (tar\u0131m sekt\u00f6r\u00fc hari\u00e7 a\u00e7\u0131klanan ayl\u0131k istihdam art\u0131\u015f\u0131) dahil Nisan ay\u0131 istihdam verilerini izleyecekti.<\/p>\n
Bu istihdam verileri, ge\u00e7en haftaki ABD Merkez Bankas\u0131 (Fed) toplant\u0131s\u0131n\u0131n ard\u0131ndan odaktayd\u0131. Toplant\u0131 daha \u201c\u015fahin\u201d bir duru\u015fa (faizleri y\u00fcksek tutma e\u011filimi) i\u015faret etti; \u00fc\u00e7 \u00fcye, metne \u201cgev\u015feme e\u011filimi\u201dnin (ileride faiz indirimi sinyali) eklenmesine kar\u015f\u0131 \u00e7\u0131kt\u0131.<\/p>\n
Fed\u2019in 2025\u2019teki \u015fahin tonu, endeksi (DXY) 105,50 seviyesine ta\u015f\u0131yan ana etkenlerden biriydi. Ancak uzun s\u00fcre s\u0131k\u0131 para politikas\u0131 (faizleri y\u00fcksek tutarak talebi so\u011futma) sonras\u0131, Nisan istihdam verisi gibi son g\u00f6stergeler ekonominin yava\u015flad\u0131\u011f\u0131na i\u015faret ediyor; veri 175 bin ile beklentilerin alt\u0131nda geldi. Bu tablo, Fed\u2019den \u201cg\u00fcvercin\u201d bir d\u00f6n\u00fc\u015fe (faiz indirimi veya daha yumu\u015fak politika sinyali) alan a\u00e7abilir.<\/p>\n
Bu nedenle 2025\u2019te i\u015fe yarayan stratejiler bug\u00fcn g\u00fcncelli\u011fini yitirmi\u015f olabilir. Daha d\u00fc\u015f\u00fck enerji maliyetleri Avrupa\u2019y\u0131 desteklerken ve Fed faizlerde zirveye yakla\u015fm\u0131\u015f olabilece\u011fini ima ederken, t\u00fcrev ara\u00e7lar (dayanak varl\u0131\u011f\u0131n fiyat\u0131na ba\u011fl\u0131 s\u00f6zle\u015fmeler) i\u00e7inde EUR\/USD al\u0131m opsiyonu (Euro\u2019nun y\u00fckseli\u015fine oynayan, belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) almak dikkat \u00e7ekebilir. Ayr\u0131ca Fed\u2019in gev\u015femesi netle\u015firse, Japon Yeni\u2019nde oynakl\u0131k artabilir; \u00e7\u00fcnk\u00fc \u201ccarry trade\u201d (d\u00fc\u015f\u00fck faizli para biriminden bor\u00e7lan\u0131p y\u00fcksek faizli para birimine yat\u0131r\u0131m yapma) i\u015flemleri h\u0131zla \u00e7\u00f6z\u00fclerek terse d\u00f6nebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jeopolitik tansiyon y\u00fckselirken Dolar yeniden g\u00fc\u00e7 kazand\u0131: DXY 98\u2019in \u00fcst\u00fcne \u00e7\u0131kt\u0131. Petrol 100$ e\u015fi\u011finde. Piyasalar NFP\u2019ye odakl\u0131; zay\u0131flama Fed\u2019i g\u00fcvercine \u00e7evirebilir, EUR\/USD opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\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-46072","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\/46072","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=46072"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46072\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46072"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46072"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46072"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}