USD\/CAD, \u00f6nceki seansta s\u0131n\u0131rl\u0131 y\u00fckseli\u015flerin ard\u0131ndan Per\u015fembe g\u00fcn\u00fc Asya i\u015flemlerinde 1,3630 civar\u0131nda kald\u0131. Kanada Dolar\u0131, petrol fiyatlar\u0131 d\u00fc\u015ft\u00fck\u00e7e bask\u0131 g\u00f6rebilir; \u00e7\u00fcnk\u00fc Kanada, ABD\u2019ye en fazla ham petrol satan \u00fclkedir.<\/p>\n
WTI (ABD tipi ham petrol g\u00f6stergesi) \u00fc\u00e7\u00fcnc\u00fc g\u00fcn \u00fcst \u00fcste d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek varil ba\u015f\u0131na 92,60 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc. Petroldeki zay\u0131flama, Orta Do\u011fu\u2019da bar\u0131\u015f anla\u015fmas\u0131 ihtimali nedeniyle arz\u0131n kesilece\u011fine dair endi\u015felerin azalmas\u0131na ba\u011fland\u0131.<\/p>\n
BBC, taraflar\u0131n anla\u015fmaya yakla\u015fm\u0131\u015f olabilece\u011fine dair haberlerin ard\u0131ndan \u0130ran\u2019\u0131n sava\u015f\u0131 bitirmeye y\u00f6nelik bir ABD teklifinin \u201ch\u00e2l\u00e2 de\u011ferlendirildi\u011fini\u201d s\u00f6yledi\u011fini aktard\u0131. Haberde, ABD\u2019nin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 (Basra K\u00f6rfezi\u2019nden d\u00fcnya petrol sevkiyat\u0131n\u0131n \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fcn ge\u00e7ti\u011fi stratejik ge\u00e7it) kademeli olarak yeniden a\u00e7may\u0131 ve \u0130ran limanlar\u0131na y\u00f6nelik ABD ablukas\u0131n\u0131 kald\u0131rmay\u0131 i\u00e7eren tek sayfal\u0131k bir \u201cmutabakat notu\u201d (taraflar\u0131n genel \u00e7er\u00e7evede anla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steren, ba\u011flay\u0131c\u0131l\u0131\u011f\u0131 s\u0131n\u0131rl\u0131 \u00f6n anla\u015fma) sundu\u011fu; daha sonraki g\u00f6r\u00fc\u015fmelerde ise \u0130ran\u2019\u0131n n\u00fckleer program\u0131n\u0131n ele al\u0131naca\u011f\u0131, ancak hen\u00fcz hi\u00e7bir konuda anla\u015fma sa\u011flanmad\u0131\u011f\u0131 belirtildi.<\/p>\n
CNBC, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019\u0131n bar\u0131\u015f anla\u015fmas\u0131n\u0131 kabul etmemesi halinde \u201c\u00e7ok daha y\u00fcksek d\u00fczeyde\u201d bombalanaca\u011f\u0131n\u0131 s\u00f6yledi\u011fini yazd\u0131. Trump, Truth Social\u2019da (Trump\u2019\u0131n sosyal medya platformu) ABD\u2019nin askeri harek\u00e2t\u0131 \u201cOperation Epic Fury\u201dnin, \u0130ran\u2019\u0131n \u201c\u00fczerinde mutab\u0131k kal\u0131nan \u015feyi vermeyi kabul etmesi\u201d halinde \u201csona erece\u011fini\u201d belirtti.<\/p>\n
ABD Dolar\u0131, fiyat bask\u0131lar\u0131n\u0131n azalmas\u0131yla piyasalar\u0131n Federal Reserve\u2019\u00fcn (ABD Merkez Bankas\u0131) faiz indirimi yapaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmesi durumunda zay\u0131flayabilir. Fed\u2019in \u201ck\u0131s\u0131tlay\u0131c\u0131 politika\u201ds\u0131 (faizleri y\u00fcksek tutarak talebi ve enflasyonu so\u011futmay\u0131 hedefleyen duru\u015f) yerine daha gev\u015fek bir \u00e7izgi beklentisi bu bask\u0131y\u0131 art\u0131rabilir.<\/p>\n
2025\u2019teki piyasa alg\u0131s\u0131na bak\u0131ld\u0131\u011f\u0131nda, USD\/CAD\u2019yi 1,3630 civar\u0131nda tutan belirsizlik g\u00f6r\u00fcl\u00fcyor. ABD-\u0130ran anla\u015fmas\u0131 ihtimali petrol\u00fc a\u015fa\u011f\u0131 \u00e7ekiyor ve bu da Kanada Dolar\u0131 \u00fczerinde bask\u0131 olu\u015fturuyordu. Buna kar\u015f\u0131l\u0131k Fed\u2019in faiz indirece\u011fi beklentisi ABD Dolar\u0131 i\u00e7in zay\u0131fl\u0131k ihtimali yarat\u0131yordu.<\/p>\n
2025\u2019te Fed\u2019in h\u0131zl\u0131 faiz indirece\u011fi y\u00f6n\u00fcndeki beklentilerin erken oldu\u011fu g\u00f6r\u00fcld\u00fc; \u00e7\u00fcnk\u00fc enflasyon inat\u00e7\u0131 kald\u0131. Fed gecelik faizi (bankalar\u0131n birbirine \u00e7ok k\u0131sa vadede bor\u00e7 verirken kulland\u0131\u011f\u0131 temel faiz oran\u0131) 4,5\u2019e indirmi\u015f olsa da, son ABD T\u00fcketici Fiyat Endeksi (T\u00dcFE: t\u00fcketicinin \u00f6dedi\u011fi fiyatlar\u0131n genel art\u0131\u015f\u0131n\u0131 g\u00f6steren enflasyon g\u00f6stergesi) verisinin %3,1 gelmesi yeni indirimlere ara verilmesine yol a\u00e7t\u0131. Bu durum, ge\u00e7en y\u0131lki beklentilerde g\u00f6r\u00fclmeyen \u015fekilde ABD Dolar\u0131 i\u00e7in bir \u201ctaban\u201d (a\u015fa\u011f\u0131 y\u00f6n\u00fc s\u0131n\u0131rlayan destek) olu\u015fturdu.<\/p>\n
Bu kar\u0131\u015f\u0131k sinyaller nedeniyle, fiyat\u0131n y\u00f6n\u00fcnden \u00e7ok hareketinden kazan\u00e7 sa\u011flayan opsiyonlar ( belirli bir tarihe kadar belirli fiyattan alma ya da satma hakk\u0131 veren t\u00fcrev \u00fcr\u00fcnler) \u00f6ne \u00e7\u0131k\u0131yor. USD\/CAD \u015fu anda 1,3750 civar\u0131nda i\u015flem g\u00f6r\u00fcrken, \u201cstraddle\u201d (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m ve sat\u0131m opsiyonunu birlikte almak; sert y\u00fckseli\u015f ya da d\u00fc\u015f\u00fc\u015fte kazand\u0131rmay\u0131 hedefler) almak \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in temkinli bir strateji olabilir. B\u00f6ylece s\u00fcrpriz derecede \u201c\u015fahin\u201d (faizleri y\u00fcksek tutma e\u011filiminde) bir Fed a\u00e7\u0131klamas\u0131 veya enerji fiyatlar\u0131nda yeni bir d\u00fc\u015f\u00fc\u015fle gelecek g\u00fc\u00e7l\u00fc bir k\u0131r\u0131lmadan faydalanmak m\u00fcmk\u00fcn olur.<\/p>\n
Ayr\u0131ca ekonomik verilerdeki ayr\u0131\u015fma daha belirgin. Ge\u00e7en ay ABD Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (tar\u0131m hari\u00e7 istihdam de\u011fi\u015fimini g\u00f6steren ana ABD i\u015fg\u00fcc\u00fc verisi) 210 binlik art\u0131\u015f g\u00f6sterirken, Kanada verisi net yaln\u0131zca 15 bin artt\u0131. Bu e\u011filim s\u00fcrerse, USD\/CAD\u2019yi belirgin \u015fekilde yukar\u0131 iten ana tetikleyici olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrol d\u00fc\u015f\u00fc\u015f\u00fc ve ABD-\u0130ran bar\u0131\u015f ihtimali CAD\u2019i bask\u0131larken USD\/CAD 1,3630\u2019da s\u0131k\u0131\u015ft\u0131. Fed indirimi beklentisi dolar\u0131 zay\u0131flatabilir; istihdam ayr\u0131\u015fmas\u0131 y\u00fckseli\u015f riski art\u0131r\u0131yor, straddle stratejisi \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-46356","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\/46356","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=46356"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46356\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}