EUR\/USD, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na dair yeniden artan endi\u015felerin ABD Dolar\u0131 ve petrol fiyatlar\u0131n\u0131 yukar\u0131 \u00e7ekmesiyle g\u00fcn i\u00e7i 1,1778 civar\u0131ndaki zirveden 1,1748\u2019e geriledi. ABD Dolar Endeksi (DXY) (dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc \u00f6l\u00e7en endeks), haftan\u0131n ba\u015f\u0131nda sava\u015f \u00f6ncesi seviyelere yakla\u015fmas\u0131n\u0131n ard\u0131ndan 98,00\u2019e do\u011fru toparland\u0131.<\/p>\n
The Wall Street Journal\u2019\u0131n ABD\u2019li yetkililere dayand\u0131rd\u0131\u011f\u0131 habere g\u00f6re, ABD\u2019nin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n a\u00e7\u0131lmas\u0131na yard\u0131mc\u0131 olmak i\u00e7in \u201cProject Freedom\u201du yeniden ba\u015flatabilece\u011fi haberleri sonras\u0131 piyasalarda temkinli hava olu\u015ftu. Daha sonra bir ABD\u2019li yetkili, Al Jazeera\u2019ya operasyonu yeniden ba\u015flatmaya y\u00f6nelik haz\u0131rl\u0131k yap\u0131lmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
CNN, g\u00f6rd\u00fc\u011f\u00fcn\u00fc belirtti\u011fi bir belgeye dayanarak Tahran\u2019\u0131n bo\u011faz\u0131 kullanacak gemiler i\u00e7in yeni \u015fartlar getirdi\u011fini bildirdi. \u0130ran\u2019\u0131n yeni \u201cPersian Gulf Strait Authority (PGSA)\u201d adl\u0131 kurumu taraf\u0131ndan haz\u0131rlanan \u201cVessel Information Declaration\u201d (gemilerin kimlik ve sefer bilgilerini i\u00e7eren zorunlu beyan formu) bo\u011fazdan ge\u00e7en t\u00fcm gemiler taraf\u0131ndan doldurulmak zorunda. Ge\u00e7i\u015f \u00fccretleri belirsizli\u011fini korurken, daha \u00f6nce ge\u00e7i\u015f ba\u015f\u0131na yakla\u015f\u0131k 2 milyon dolar konu\u015fulmu\u015ftu.<\/p>\n
Bu ad\u0131mlar, ABD ile \u0130ran\u2019\u0131n sava\u015f\u0131 bitirmeye y\u00f6nelik bir anla\u015fmaya yakla\u015ft\u0131\u011f\u0131na dair haberlerin geldi\u011fi d\u00f6neme denk geliyor. Haberlere g\u00f6re \u0130ran, ABD destekli bir \u00f6neriyi inceliyor ve \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde Pakistanl\u0131 arabulucular \u00fczerinden yan\u0131t vermesi bekleniyor. Enerji piyasas\u0131ndaki belirsizlik petrol fiyatlar\u0131n\u0131 y\u00fcksek tutarak enflasyon riskini (genel fiyat art\u0131\u015flar\u0131) art\u0131r\u0131yor ve merkez bankalar\u0131n\u0131n para politikalar\u0131n\u0131 (faiz ve likidite kararlar\u0131) etkiliyor.<\/p>\n
Boston Fed Ba\u015fkan\u0131 Susan Collins, faizlerin \u201cdaha uzun s\u00fcre\u201d sabit kalmas\u0131 gerekebilece\u011fini ve \u201cdaha k\u00f6t\u00fc bir enflasyon senaryosu ihtimalinin artt\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi. ECB politika yap\u0131c\u0131s\u0131 Isabel Schnabel ise enerji \u015fokunun yay\u0131lmas\u0131 halinde para politikas\u0131n\u0131n s\u0131k\u0131la\u015fmas\u0131n\u0131n (faiz art\u0131r\u0131m\u0131 ve daha s\u0131k\u0131 finansal ko\u015fullar) gerekebilece\u011fini, hedefin enflasyonu %2\u2019ye geri d\u00f6nd\u00fcrmek oldu\u011funu belirtti.<\/p>\n
Jeopolitik riskler art\u0131k acil krizden \u00e7ok arka plan riski olarak g\u00f6r\u00fcl\u00fcrken, petrol opsiyonlar\u0131nda ima edilen oynakl\u0131k (opsiyon fiyatlar\u0131ndan \u00e7\u0131kar\u0131lan beklenen fiyat dalgalanmas\u0131) geriledi. Bu durum, Brent veya WTI vadeli i\u015flemleri (belirli bir tarihte belirli fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmeleri) \u00fczerinde \u201cout-of-the-money\u201d al\u0131m opsiyonlar\u0131 (mevcut piyasa fiyat\u0131n\u0131n \u00fczerinde kullan\u0131m fiyat\u0131na sahip, \u015fimdilik k\u00e2rda olmayan opsiyonlar) i\u00e7in daha d\u00fc\u015f\u00fck maliyetle pozisyon alma imk\u00e2n\u0131 sunuyor. H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde beklenmedik bir gerilim art\u0131\u015f\u0131 bu riskin h\u0131zla yeniden fiyatlanmas\u0131na yol a\u00e7abilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
H\u00fcrm\u00fcz endi\u015fesi piyasay\u0131 yeniden sarst\u0131: EUR\/USD 1,1778\u2019den 1,1748\u2019e inerken DXY 98\u2019e toparland\u0131. Olas\u0131 \u201cProject Freedom\u201d, \u0130ran\u2019\u0131n yeni PGSA \u015fartlar\u0131, y\u00fcksek petrol, enflasyon ve faiz bask\u0131s\u0131n\u0131 art\u0131r\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-46420","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\/46420","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=46420"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46420\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}