Orta Do\u011fu\u2019da gerilim, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ABD ve \u0130ran g\u00fc\u00e7leri aras\u0131nda ya\u015fand\u0131\u011f\u0131 bildirilen kar\u015f\u0131l\u0131kl\u0131 \u00e7at\u0131\u015fmalar\u0131n ard\u0131ndan yeniden y\u00fckseldi. ABD Merkez Komutanl\u0131\u011f\u0131 (CENTCOM), sava\u015f gemilerine y\u00f6nelik sald\u0131r\u0131larla ba\u011flant\u0131l\u0131 \u0130ran tesislerini vurdu\u011funu a\u00e7\u0131klad\u0131. \u0130ran Silahl\u0131 Kuvvetleri ise ABD sald\u0131r\u0131lar\u0131n\u0131n bir petrol tankerini, ba\u015fka bir gemiyi ve sivil b\u00f6lgeleri hedef ald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
Cuma g\u00fcn\u00fc ilerleyen saatlerde ABD, nisan ay\u0131 istihdam verilerini a\u00e7\u0131klayacak. Bunlar aras\u0131nda Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (Nonfarm Payrolls\/NFP: tar\u0131m d\u0131\u015f\u0131 sekt\u00f6rlerde i\u015fe al\u0131nan ki\u015fi say\u0131s\u0131), \u0130\u015fsizlik Oran\u0131 ve \u00fccret verileri (maa\u015flar\u0131n art\u0131\u015f h\u0131z\u0131) yer al\u0131yor. Piyasa, i\u015fsizlik oran\u0131n\u0131n %4,3\u2019te kalmas\u0131n\u0131 ve NFP\u2019nin 62 bin artmas\u0131n\u0131 bekliyor. Ayr\u0131ca Michigan \u00dcniversitesi\u2019nin \u00f6nc\u00fc May\u0131s T\u00fcketici G\u00fcveni Endeksi (hanehalk\u0131n\u0131n ekonomiye bak\u0131\u015f\u0131) verisi de izlenecek.<\/p>\n
ABD Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc g\u00f6steren endeks) per\u015fembe g\u00fcn\u00fc %0,25 y\u00fckseldi ve cuma erken saatlerde 98,00\u2019in biraz \u00fczerinde yatay seyretti. ABD hisse endeksi vadeli i\u015flemleri (futures: gelecekteki fiyat \u00fczerinden yap\u0131lan s\u00f6zle\u015fmeler) per\u015fembe g\u00fcnk\u00fc s\u0131n\u0131rl\u0131 kay\u0131plar\u0131n ard\u0131ndan hafif art\u0131da.<\/p>\n
USD\/CAD per\u015fembe g\u00fcn\u00fc %0,2\u2019nin \u00fczerinde y\u00fckseldi ve Avrupa i\u015flemlerinde 1,3650 civar\u0131nda i\u015flem g\u00f6rd\u00fc. Kanada istihdam verileri ABD seans\u0131n\u0131n erken saatlerinde a\u00e7\u0131klanacak. EUR\/USD 1,1750 yak\u0131n\u0131nda tutunurken, aralar\u0131nda Christine Lagarde\u2019\u0131n da bulundu\u011fu Avrupa Merkez Bankas\u0131 (ECB) yetkililerinin a\u00e7\u0131klamalar\u0131 g\u00fcn i\u00e7inde takip edilecek.<\/p>\n
Reuters, Japonya\u2019n\u0131n 30 Nisan\u2019daki yen al\u0131mlar\u0131n\u0131n ard\u0131ndan May\u0131s ba\u015f\u0131nda piyasaya m\u00fcdahale etti\u011fini bildirdi. USD\/JPY 156,50\u2019nin \u00fczerinde i\u015flem g\u00f6rd\u00fc. Alt\u0131n, 4.760 dolar zirvesini g\u00f6rd\u00fckten sonra yatay kald\u0131; ard\u0131ndan 4.730 dolar civar\u0131nda yakla\u015f\u0131k %0,8 y\u00fckseldi. GBP\/USD ise 1,3600\u2019e do\u011fru hareket etti.<\/p>\n
Bir y\u0131l \u00f6nce 62 binlik art\u0131\u015fla zay\u0131f bir istihdam raporu bekleniyordu; ancak Nisan 2026 Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi 240 bin yeni i\u015f ile g\u00fc\u00e7l\u00fc geldi. Ekonomik dayan\u0131kl\u0131l\u0131\u011f\u0131n s\u00fcrmesi, jeopolitik riskler devam ederken, son kazan\u00e7lar\u0131 koruyup piyasadan tamamen \u00e7\u0131kmamak i\u00e7in hisse endekslerinde \u201ccollar\u201d (yakaya benzer koruma: eldeki pozisyonu korumak i\u00e7in e\u015f zamanl\u0131 koruyucu sat\u0131m\/put al\u0131p maliyeti d\u00fc\u015f\u00fcrmek i\u00e7in al\u0131m\/call satma) gibi stratejileri \u00f6ne \u00e7\u0131kar\u0131yor. VIX (piyasa oynakl\u0131\u011f\u0131 endeksi: S&P 500 i\u00e7in beklenen dalgalanmay\u0131 g\u00f6sterir) ge\u00e7en ayki 12 seviyesinden 15\u2019e y\u00fckselerek risk alg\u0131s\u0131nda s\u0131n\u0131rl\u0131 art\u0131\u015fa i\u015faret etti.<\/p>\n
Japon Yeni taraf\u0131nda da ge\u00e7mi\u015fe benzer bir tablo var. 2025\u2019te bu d\u00f6nemde USD\/JPY 156,50 \u00fczerindeyken yetkililerin m\u00fcdahalesi g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Parite \u015fimdi 159,00 seviyesini zorlarken, Maliye Bakanl\u0131\u011f\u0131 yeni uyar\u0131lar yay\u0131mlad\u0131 ve \u201cimplied volatility\u201d (opsiyonlar\u0131n fiyatlamas\u0131ndan t\u00fcretilen beklenen oynakl\u0131k) sert y\u00fckseldi. USD\/JPY\u2019de put opsiyonu (sat\u0131m opsiyonu: fiyat d\u00fc\u015ferse de\u011fer kazanan opsiyon) almak, Nisan 2024\u2019te g\u00f6r\u00fclen benzer bir geri \u00e7ekilmeye kar\u015f\u0131 pozisyon almak i\u00e7in \u00f6ne \u00e7\u0131kabilir.<\/p>\n
Ge\u00e7en y\u0131lki a\u015f\u0131r\u0131 temkin, alt\u0131n\u0131n ons fiyat\u0131n\u0131n 4.730 dolar gibi s\u0131ra d\u0131\u015f\u0131 seviyelere \u00e7\u0131kmas\u0131yla g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Fiyatlar daha sonra 2.450 dolar civar\u0131nda dengelense de, merkez bankalar\u0131n\u0131n alt\u0131n al\u0131mlar\u0131 2026\u2019n\u0131n ilk \u00e7eyre\u011finde rekor seviyeye ula\u015ft\u0131. Bu kal\u0131c\u0131 destek, uzun vadeli \u201ccall spread\u201d (al\u0131m opsiyonu spreadi: ayn\u0131 vadede bir al\u0131m opsiyonu al\u0131p daha y\u00fcksek kullan\u0131m fiyatl\u0131 ba\u015fka bir al\u0131m opsiyonu satarak maliyeti d\u00fc\u015f\u00fcrme) stratejisini, olas\u0131 g\u00fcvenli liman talebinden daha d\u00fc\u015f\u00fck maliyetle yararlanmak i\u00e7in cazip k\u0131l\u0131yor.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>\u00a0. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" H\u00fcrm\u00fcz\u2019de ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131 tansiyonu y\u00fckseltti; piyasalar bug\u00fcn ABD NFP ve Michigan g\u00fcvenine kilitlendi. Dolar 98 \u00fcst\u00fcnde, alt\u0131n 4.730\u2019da; hisse\/JPY\u2019de collar ve put stratejileri \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-46443","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\/46443","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=46443"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46443\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46443"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46443"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46443"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}