{"id":46207,"date":"2026-05-05T23:03:07","date_gmt":"2026-05-05T23:03:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/sterlin-kirilgan-abd-iran-ateskesinin-risk-istahini-artirip-petrol-ve-dolari-dusurmesiyle-dolar-karsisinda-020-yukseldi\/"},"modified":"2026-05-05T23:03:07","modified_gmt":"2026-05-05T23:03:07","slug":"sterlin-kirilgan-abd-iran-ateskesinin-risk-istahini-artirip-petrol-ve-dolari-dusurmesiyle-dolar-karsisinda-020-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/sterlin-kirilgan-abd-iran-ateskesinin-risk-istahini-artirip-petrol-ve-dolari-dusurmesiyle-dolar-karsisinda-020-yukseldi\/","title":{"rendered":"Sterlin, k\u0131r\u0131lgan ABD-\u0130ran ate\u015fkesinin risk i\u015ftah\u0131n\u0131 art\u0131r\u0131p petrol ve dolar\u0131 d\u00fc\u015f\u00fcrmesiyle dolar kar\u015f\u0131s\u0131nda %0,20 y\u00fckseldi"},"content":{"rendered":"

GBP\/USD, risk i\u015ftah\u0131n\u0131n (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme iste\u011fi) artmas\u0131 ve ABD Dolar\u0131\u2019n\u0131n zay\u0131flamas\u0131yla %0,20\u2019nin \u00fczerinde y\u00fckselerek 1,3560 civar\u0131na \u00e7\u0131kt\u0131. ABD-\u0130ran ate\u015fkesi s\u00fcrd\u00fc; bu durum petrol fiyatlar\u0131n\u0131 ve ABD Dolar\u0131\u2019n\u0131 a\u015fa\u011f\u0131 \u00e7ekerken, ABD borsalar\u0131 y\u00fckseldi.<\/p>\n

Pazartesi g\u00fcn\u00fc \u00e7at\u0131\u015fma haberleri geldi. ABD Donanmas\u0131 \u201cOperation Freedom\u201du ba\u015flat\u0131rken, \u0130ran \u0130ran limanlar\u0131na y\u00f6nelik s\u00fcren ablukaya (giri\u015f-\u00e7\u0131k\u0131\u015flar\u0131n engellenmesi) kar\u015f\u0131l\u0131k verdi. Haberlere g\u00f6re ABD ordusu, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda (k\u00fcresel petrol ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 i\u00e7in kritik ge\u00e7i\u015f noktas\u0131) sevkiyat\u0131 engelleme planlar\u0131yla ba\u011flant\u0131l\u0131 alt\u0131 \u0130ran botunu imha etti.<\/p>\n

Market And Data Drivers<\/h3>\n

\u0130ran\u2019\u0131n BAE\u2019ye y\u00f6nelik sald\u0131r\u0131lar\u0131 yeniden ba\u015flatt\u0131\u011f\u0131, petrol tesislerine zarar verdi\u011fi ve petrol fiyatlar\u0131nda s\u0131\u00e7ramaya yol a\u00e7t\u0131\u011f\u0131 bildirildi. ABD verilerinde ISM Hizmet PMI (hizmet sekt\u00f6r\u00fcnde sat\u0131n alma y\u00f6neticileri endeksi; 50 \u00fcst\u00fc b\u00fcy\u00fcme, 50 alt\u0131 daralma) Nisan\u2019da 54\u2019ten 53,6\u2019ya geriledi; istihdam alt kalemi (sekt\u00f6rde i\u015fe al\u0131m e\u011filimini g\u00f6sterir) 45,2\u2019den 48\u2019e y\u00fckseldi, \u00f6denen fiyatlar (maliyet\/enflasyon bask\u0131s\u0131n\u0131 yans\u0131t\u0131r) 70,7\u2019de kald\u0131.<\/p>\n

ABD\u2019nin d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 Mart\u2019ta geni\u015fledi; ithalat %3,6, ihracat %3,1 artt\u0131. A\u00e7\u0131k i\u015f say\u0131s\u0131 6,922 milyondan 6,866 milyona geriledi; 6,83 milyonluk beklentinin alt\u0131nda kald\u0131.<\/p>\n

\u0130ngiltere\u2019de piyasalar, iki faiz indirimi beklentisinden 2026 sonuna kadar yakla\u015f\u0131k 68 baz puanl\u0131k s\u0131k\u0131la\u015fmay\u0131 (baz puan: y\u00fczde puan\u0131n y\u00fczde biri; 100 baz puan = 1 puan) fiyatlamaya d\u00f6nd\u00fc. \u0130ngiltere 30 y\u0131ll\u0131k Gilt (Birle\u015fik Krall\u0131k devlet tahvili) getirisi %5,787 ile zirve yapt\u0131; bu seviye 1998\u2019den beri en y\u00fcksekti.<\/p>\n

BoE Expectations Reversal<\/h3>\n

Bizim i\u00e7in en b\u00fcy\u00fck de\u011fi\u015fim, \u0130ngiltere Merkez Bankas\u0131 (BoE) beklentilerindeki tam tersine d\u00f6n\u00fc\u015f. Ge\u00e7en y\u0131l piyasalar 2026 sonuna kadar yakla\u015f\u0131k 68 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 fiyatl\u0131yordu; bu da Sterlin\u2019i destekliyordu. Bug\u00fcn ise para piyasalar\u0131 (k\u0131sa vadeli faiz beklentilerinin fiyatland\u0131\u011f\u0131 piyasa) \u0130ngiltere\u2019de enflasyonun beklenenden h\u0131zl\u0131 so\u011fumas\u0131 nedeniyle BoE\u2019den bu y\u0131l en az 50 baz puan faiz indirimi bekliyor.<\/p>\n

Bu politika de\u011fi\u015fimi Gilt piyasas\u0131nda net \u015fekilde g\u00f6r\u00fcl\u00fcyor ve i\u015flem g\u00f6r\u00fc\u015f\u00fc i\u00e7in temel dayanak olu\u015fturuyor. 2025\u2019teki sert sat\u0131\u015fta 30 y\u0131ll\u0131k Gilt getirisi %5,787\u2019ye kadar y\u00fckselmi\u015fti. Getiri \u015fimdi yakla\u015f\u0131k %4,7\u2019ye geriledi; bu da piyasan\u0131n BoE\u2019nin bir sonraki ad\u0131m\u0131n\u0131n art\u0131\u015f de\u011fil, indirim olaca\u011f\u0131na inand\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n

Bu b\u00fcy\u00fck de\u011fi\u015fim (BoE art\u0131\u015f beklentisinden indirim beklentisine) dikkate al\u0131nd\u0131\u011f\u0131nda, GBP\/USD\u2019de daha kolay y\u00f6n a\u015fa\u011f\u0131 g\u00f6r\u00fcn\u00fcyor. T\u00fcrev (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal \u00fcr\u00fcn) i\u015flemleri yapanlar i\u00e7in GBP\/USD\u2019de put opsiyonu (kur d\u00fc\u015ferse de\u011fer kazanan opsiyon) almak, \u00f6zellikle bir sonraki BoE toplant\u0131s\u0131 \u00f6ncesinde olas\u0131 d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 daha temkinli bir strateji olabilir. Volatilitenin (fiyat dalgalanmas\u0131n\u0131n) artmas\u0131 muhtemel; bu da spot piyasada (anl\u0131k kur \u00fczerinden) do\u011frudan sat\u0131\u015fa k\u0131yasla opsiyonlar\u0131 sermaye a\u00e7\u0131s\u0131ndan daha verimli bir se\u00e7enek haline getirebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sterlin\/dolar 1,3560\u2019a t\u0131rmand\u0131; risk i\u015ftah\u0131 artt\u0131, dolar zay\u0131flad\u0131. Ancak BoE beklentileri keskin d\u00f6nd\u00fc: piyasa art\u0131k faiz indirimi bekliyor. Bu, GBP\/USD\u2019de a\u015fa\u011f\u0131 y\u00f6n ve put opsiyonlar\u0131n\u0131 \u00f6ne \u00e7\u0131kar\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-46207","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\/46207","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=46207"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46207\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}