Euro, \u00e7ar\u015famba g\u00fcn\u00fc G8 para birimleri i\u00e7inde en zay\u0131flar aras\u0131ndayd\u0131 ve sal\u0131 g\u00fcn\u00fc 0,8700 civar\u0131nda tutunamay\u0131nca Sterlin kar\u015f\u0131s\u0131nda 0,8650\u2019ye yakla\u015ft\u0131. Bu hareket, Euro B\u00f6lgesi\u2019nde daha zay\u0131f gelen GSYH (Gayrisafi Yurt \u0130\u00e7i Has\u0131la: ekonominin toplam \u00fcretimi) ve sanayi \u00fcretimi verilerinin ard\u0131ndan geldi. Sterlin ise daha istikrarl\u0131 seyretti.<\/p>\n
Euro B\u00f6lgesi 1. \u00e7eyrek GSYH\u2019si, ikinci tahminde b\u00fcy\u00fcmenin %0,1 oldu\u011funu teyit etti; \u00f6nceki \u00e7eyrekte %0,2 idi. Y\u0131ll\u0131k b\u00fcy\u00fcme %0,8 oldu; 4. \u00e7eyrekte %1,3\u2019t\u00fc.<\/p>\n
Euro B\u00f6lgesi sanayi \u00fcretimi martta %0,2 artt\u0131; beklenti %0,3\u2019t\u00fc. \u015eubat verisi de %0,4\u2019ten %0,2\u2019ye a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edildi (revize: \u00f6nceki verinin sonradan d\u00fczeltilmesi). Y\u0131ll\u0131k \u00fcretim martta %-2,1 geriledi; \u015fubatta %-0,8\u2019di.<\/p>\n
\u0130ngiltere\u2019de yerel se\u00e7im kay\u0131plar\u0131 sonras\u0131 siyasi gerilim ve sal\u0131 g\u00fcn\u00fc d\u00f6rt yard\u0131mc\u0131 bakan\u0131n istifas\u0131 g\u00fcndemde kalmaya devam etti. Ba\u015fbakan Keir Starmer, istifa \u00e7a\u011fr\u0131lar\u0131na ra\u011fmen g\u00f6revde kalaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
\u0130ngiltere\u2019de \u00e7ar\u015famba g\u00fcn\u00fc veri takvimi sakindi; 1. \u00e7eyrek GSYH per\u015fembe a\u00e7\u0131klanacak. B\u00fcy\u00fcmenin h\u0131zlanmas\u0131 bekleniyor; ancak \u0130ran\u2019daki sava\u015f nedeniyle mart verilerinin zay\u0131f gelmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Ge\u00e7en y\u0131l bu d\u00f6nemde, 2025 ortas\u0131nda, Euro\u2019nun Sterlin kar\u015f\u0131s\u0131nda 0,8700 seviyesini koruyamad\u0131\u011f\u0131 s\u00fcre\u00e7te zorland\u0131\u011f\u0131n\u0131 hat\u0131rl\u0131yoruz. Bask\u0131, Euro B\u00f6lgesi\u2019nin zay\u0131f b\u00fcy\u00fcme verilerinden gelmi\u015fti; 2025 1. \u00e7eyrek GSYH yaln\u0131zca %0,1\u2019de kal\u0131rken sanayi \u00fcretimi daral\u0131yordu.<\/p>\n
Bug\u00fcne gelindi\u011finde ekonomik g\u00f6r\u00fcn\u00fcm de\u011fi\u015fiyor. Eurostat\u2019\u0131n \u00f6nc\u00fc (h\u0131zl\u0131) tahminine g\u00f6re Euro B\u00f6lgesi ekonomisi 2026\u2019n\u0131n ilk \u00e7eyre\u011finde %0,3 b\u00fcy\u00fcd\u00fc; beklentilerin \u00fczerine \u00e7\u0131kt\u0131 ve bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmesine i\u015faret etti. Buna kar\u015f\u0131l\u0131k, \u0130ngiltere Ulusal \u0130statistik Ofisi\u2019nin (ONS) verileri 2026 1. \u00e7eyrek GSYH b\u00fcy\u00fcmesinin %0,2\u2019ye yava\u015flad\u0131\u011f\u0131n\u0131 g\u00f6sterdi; hizmetler enflasyonunun (\u00f6zellikle kira, ula\u015ft\u0131rma, restoran gibi hizmet fiyat art\u0131\u015flar\u0131) y\u00fcksek kalmas\u0131 g\u00f6r\u00fcn\u00fcm\u00fc bask\u0131l\u0131yor.<\/p>\n
Bu durum, 2025\u2019te g\u00f6r\u00fclenin tersine bir ayr\u0131\u015fmaya i\u015faret ediyor: Durgun Euro B\u00f6lgesi ve diren\u00e7li \u0130ngiltere hik\u00e2yesi yerini toparlanan Euro B\u00f6lgesi ve yava\u015flayan \u0130ngiltere\u2019ye b\u0131rak\u0131yor. Bu da Sterlin\u2019in Euro kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fcn yorulmu\u015f olabilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n
Bu olas\u0131 d\u00f6n\u00fc\u015f\u00fcme kar\u015f\u0131 EUR\/GBP kurunda (Euro\/Sterlin paritesi: iki para biriminin birbirine kar\u015f\u0131 fiyat\u0131) yukar\u0131 hareket i\u00e7in pozisyon almak de\u011ferlendirilebilir. Mevcut spot kurun (anl\u0131k fiyat) biraz \u00fczerindeki kullan\u0131m fiyatl\u0131 (strike: opsiyonun al\u0131m\/sat\u0131m fiyat\u0131) al\u0131m opsiyonlar\u0131 (call: fiyat y\u00fckselirse kazand\u0131ran opsiyon) ile, \u00f6rne\u011fin 0,8750 hedefi ve temmuz sonu veya a\u011fustos vadeleri d\u00fc\u015f\u00fcn\u00fclebilir. Paritede ima edilen oynakl\u0131\u011f\u0131n (implied volatility: piyasadaki opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma) g\u00f6rece d\u00fc\u015f\u00fck olmas\u0131, opsiyon primlerini (prim: opsiyonun pe\u015fin maliyeti) bu g\u00f6r\u00fc\u015f\u00fc ifade etmek i\u00e7in daha cazip k\u0131l\u0131yor.<\/p>\n
Merkez bankalar\u0131n\u0131n politika yolu \u00f6n\u00fcm\u00fczdeki haftalarda kritik olacak. \u0130ngiltere Merkez Bankas\u0131 (BoE) b\u00fcy\u00fcme yava\u015flarken politikay\u0131 gev\u015fetme (faiz indirimi\/para politikas\u0131n\u0131 s\u0131k\u0131l\u0131\u011f\u0131 azaltma) bask\u0131s\u0131yla kar\u015f\u0131 kar\u015f\u0131ya. Avrupa Merkez Bankas\u0131 (ECB) ise ekonomik faaliyetteki toparlanma ve \u00e7ekirdek enflasyonun (g\u0131da ve enerji gibi oynak kalemler hari\u00e7 enflasyon) %2 hedefinin \u00fczerinde %2,7\u2019de kalmas\u0131 nedeniyle faizleri daha uzun s\u00fcre sabit tutabilir. Bu politika fark\u0131, Euro\u2019nun Sterlin kar\u015f\u0131s\u0131nda kal\u0131c\u0131 bir destek bulmas\u0131na yard\u0131mc\u0131 olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Euro, zay\u0131f Euro B\u00f6lgesi GSYH ve sanayi \u00fcretimiyle Sterlin\u2019e kar\u015f\u0131 0,8650\u2019ye geriledi. Ancak 2026\u2019da tablo tersine d\u00f6n\u00fcyor: Euro B\u00f6lgesi h\u0131zlan\u0131yor, \u0130ngiltere yava\u015fl\u0131yor; EUR\/GBP\u2019de y\u00fckseli\u015f ve opsiyon stratejileri g\u00fcndemde.<\/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-46596","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\/46596","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=46596"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46596\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46596"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46596"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}