EUR\/GBP, Orta Do\u011fu\u2019daki gerilime ba\u011fl\u0131 artan piyasa dalgalanmas\u0131 (fiyatlar\u0131n daha sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) ve \u0130ngiltere siyasetindeki belirsizlik nedeniyle pazartesi g\u00fcn\u00fc y\u00fckseldi. Parite, g\u00fcn i\u00e7i en d\u00fc\u015f\u00fck 0,8629 seviyesini g\u00f6rd\u00fckten sonra 0,8645 civar\u0131nda i\u015flem g\u00f6rd\u00fc.<\/p>\n
BAE\u2019nin Fujairah kentinde, \u0130ran kaynakl\u0131 bir \u0130HA (insans\u0131z hava arac\u0131) sald\u0131r\u0131s\u0131 sonras\u0131 bir petrol tesisinde yang\u0131n bildirildi. \u0130ran\u2019\u0131n Fars haber ajans\u0131, Cask yak\u0131nlar\u0131nda bir ABD deniz unsuruna iki f\u00fczenin isabet etti\u011fini s\u00f6yledi. Axios\u2019a g\u00f6re bir ABD yetkilisi ise herhangi bir geminin vuruldu\u011funu reddetti.<\/p>\n
Parite, ABD\u2013\u0130ran sava\u015f\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131n aksamas\u0131yla bask\u0131 alt\u0131nda kald\u0131. Bo\u011faz, k\u00fcresel petrol arz\u0131n\u0131n yakla\u015f\u0131k %20\u2019sini ta\u015f\u0131yor. \u0130ngiltere\u2019nin, Euro B\u00f6lgesi\u2019ne k\u0131yasla ithal enerjiye daha az ba\u011f\u0131ml\u0131 oldu\u011fu belirtiliyor.<\/p>\n
Piyasa fiyatlamas\u0131, petrol fiyatlar\u0131n\u0131n enflasyon (fiyat art\u0131\u015flar\u0131) riskini y\u00fckseltmesiyle \u0130ngiltere Merkez Bankas\u0131 (BoE) ile Avrupa Merkez Bankas\u0131 (ECB) aras\u0131ndaki faiz fark\u0131n\u0131n a\u00e7\u0131labilece\u011fine i\u015faret ediyor. \u0130ngiltere\u2019de enflasyon BoE\u2019nin %2 hedefinin \u00fczerinde kal\u0131rken, Euro B\u00f6lgesi\u2019nde fiyat bask\u0131lar\u0131n\u0131n artt\u0131\u011f\u0131 ancak daha s\u0131n\u0131rl\u0131 oldu\u011fu aktar\u0131l\u0131yor.<\/p>\n
Piyasalar, her iki merkez bankas\u0131ndan da en az iki faiz art\u0131\u015f\u0131 bekliyor. \u0130ngiltere\u2019de yerel se\u00e7imler per\u015fembe g\u00fcn\u00fc yap\u0131lacak. \u0130\u015f\u00e7i Partisi\u2019nde (Labour) liderlik yar\u0131\u015f\u0131n\u0131, bir istifa ya da Labour milletvekillerinin en az %20\u2019sinin deste\u011fi tetikleyebiliyor.<\/p>\n
T\u00fcrev \u00fcr\u00fcn (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7) i\u015flemi yapanlar i\u00e7in bu tablo, spot piyasada (anl\u0131k al\u0131m-sat\u0131m) y\u00fckseli\u015flerde sat\u0131\u015f yapmay\u0131 ve man\u015fet riskini (haber ak\u0131\u015f\u0131n\u0131n ani fiyat etkisi) y\u00f6netmek i\u00e7in opsiyon kullanmay\u0131 \u00f6n plana \u00e7\u0131kar\u0131yor. Y\u00fcksek jeopolitik gerilim, z\u0131mni oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131na yans\u0131yan beklenen dalgalanma) uzun vadeli ortalamalar\u0131n \u00fczerinde kalmas\u0131na yol a\u00e7abilir. Bu da EUR\/GBP\u2019de \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (kullan\u0131m fiyat\u0131 mevcut fiyattan uzak) al\u0131m opsiyonu sat\u0131\u015f\u0131 gibi stratejileri \u00f6ne \u00e7\u0131karabilir. 0,8500\u2019e do\u011fru olas\u0131 bir hareketin bu t\u00fcr pozisyonlar i\u00e7in uygun bir seviye olabilece\u011fi de\u011ferlendiriliyor.<\/p>\n
Ancak faiz fark\u0131n\u0131n \u00f6nemli k\u0131sm\u0131 zaten fiyatlara girmi\u015fken, \u0130ngiltere verileri beklenmedik \u015fekilde zay\u0131flarsa sert bir d\u00f6n\u00fc\u015f riski var. Vadesi k\u0131sa ve g\u00f6rece ucuz EUR\/GBP sat\u0131m opsiyonu almak, 2022\u2019de g\u00f6r\u00fclen 0,8300 destek seviyesine do\u011fru s\u00fcrebilecek kademeli d\u00fc\u015f\u00fc\u015fe s\u0131n\u0131rl\u0131 riskle (zarar\u0131n ba\u015ftan belirli oldu\u011fu \u015fekilde) pozisyon alma imk\u00e2n\u0131 sa\u011flar.<\/p>\n
Siyasi g\u00fcndem de, Labour\u2019\u0131n May\u0131s 2025 yerel se\u00e7imlerindeki zay\u0131f performans\u0131ndan sonra de\u011fi\u015fti. Piyasalar \u015fimdi bir sonraki genel se\u00e7ime odaklan\u0131yor; anketler h\u00fck\u00fcmetin fark\u0131n\u0131n darald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu belirsizlik sterlini bask\u0131layabilir; bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n esnek kalmas\u0131 ve EUR\/GBP\u2019deki ana \u201ck\u0131sa\u201d (d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc) g\u00f6r\u00fc\u015f\u00fc gerekirse korunma (hedge) i\u015flemleriyle dengelemesi gerekebilir.<\/p>\n
VT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Jeopolitik ate\u015f ve \u0130ngiltere siyaseti EUR\/GBP\u2019yi yukar\u0131 itiyor! H\u00fcrm\u00fcz kaynakl\u0131 petrol \u015foku enflasyon-faiz fark\u0131n\u0131 b\u00fcy\u00fctebilir. Yat\u0131r\u0131mc\u0131lar opsiyonla man\u015fet riskini y\u00f6netirken, zay\u0131f veride sert d\u00f6n\u00fc\u015f riski var.<\/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-46104","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\/46104","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=46104"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46104\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}