{"id":46609,"date":"2026-05-13T18:25:35","date_gmt":"2026-05-13T18:25:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/gbp-jpy-ingilteredeki-liderlik-krizi-sterlini-baskilarken-geriliyor-petrol-fiyatlari-ve-faiz-gorunumu-yendeki-kazanimlari-sinirliyor\/"},"modified":"2026-05-13T18:25:35","modified_gmt":"2026-05-13T18:25:35","slug":"gbp-jpy-ingilteredeki-liderlik-krizi-sterlini-baskilarken-geriliyor-petrol-fiyatlari-ve-faiz-gorunumu-yendeki-kazanimlari-sinirliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/gbp-jpy-ingilteredeki-liderlik-krizi-sterlini-baskilarken-geriliyor-petrol-fiyatlari-ve-faiz-gorunumu-yendeki-kazanimlari-sinirliyor\/","title":{"rendered":"GBP\/JPY, \u0130ngiltere\u2019deki liderlik krizi Sterlin\u2019i bask\u0131larken geriliyor; petrol fiyatlar\u0131 ve faiz g\u00f6r\u00fcn\u00fcm\u00fc Yen\u2019deki kazan\u0131mlar\u0131 s\u0131n\u0131rl\u0131yor"},"content":{"rendered":"

GBP\/JPY \u00c7ar\u015famba g\u00fcn\u00fc ikinci g\u00fcnde de gerileyerek g\u00fcn i\u00e7i 213,70 civar\u0131ndaki zirveden sonra 213,08 yak\u0131n\u0131nda i\u015flem g\u00f6rd\u00fc ve yakla\u015f\u0131k %0,15 d\u00fc\u015ft\u00fc. Hareketin arkas\u0131nda, \u0130ngiltere\u2019de artan siyasi belirsizlik nedeniyle Sterlin \u00fczerindeki genel bask\u0131 vard\u0131.<\/p>\n

Haberlere g\u00f6re 80\u2019den fazla \u0130\u015f\u00e7i Partisi milletvekili Ba\u015fbakan Keir Starmer\u2019\u0131n istifas\u0131n\u0131 istedi; ge\u00e7en haftaki yerel se\u00e7imlerde al\u0131nan yenilginin ard\u0131ndan d\u00f6rt bakan da g\u00f6revinden ayr\u0131ld\u0131. Wes Streeting olas\u0131 rakip isim olarak konu\u015fulurken, Starmer istifa etmeyece\u011fini s\u00f6yledi.<\/p>\n

Piyasa Dinamikleri ve Makro G\u00f6r\u00fcn\u00fcm<\/h3>\n

D\u00fc\u015f\u00fc\u015f s\u0131n\u0131rl\u0131 kald\u0131; \u00e7\u00fcnk\u00fc Yen, Orta Do\u011fu gerilimi ve artan petrol fiyatlar\u0131na ra\u011fmen g\u00fc\u00e7lenmekte zorland\u0131. Y\u00fcksek petrol fiyatlar\u0131, enerji ithalat\u0131na ba\u011f\u0131ml\u0131 Japonya i\u00e7in olumsuzdur ve bu durum genelde Yen\u2019i zay\u0131flat\u0131r. Piyasalar, y\u0131l sonuna kadar \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) iki kez daha faiz art\u0131rmas\u0131n\u0131 fiyatl\u0131yor. \u201cFaiz art\u0131r\u0131m\u0131\u201d, merkez bankas\u0131n\u0131n politika faizini y\u00fckseltmesi anlam\u0131na gelir; bu genelde para birimini destekler. Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) ise \u201ckademeli s\u0131k\u0131la\u015fma\u201d ile, yani faiz\/art\u0131r\u0131mlar\u0131n\u0131 ve para politikas\u0131n\u0131 yava\u015f ad\u0131mlarla s\u0131k\u0131la\u015ft\u0131rmas\u0131 bekleniyor.<\/p>\n

Grafiklerde GBP\/JPY, 20 g\u00fcnl\u00fck basit hareketli ortalaman\u0131n (son 20 g\u00fcn\u00fcn kapan\u0131\u015f fiyatlar\u0131n\u0131n ortalamas\u0131) bulundu\u011fu 214,30 seviyesinin alt\u0131nda kald\u0131. Bollinger Band\u0131\u2019nda (fiyat oynakl\u0131\u011f\u0131na g\u00f6re \u00fcst-alt bant \u00e7izen teknik g\u00f6sterge) \u00fcst bant 216,66, alt bant 211,94 civar\u0131ndayd\u0131. RSI (G\u00f6reli G\u00fc\u00e7 Endeksi; 0-100 aras\u0131 momentum g\u00f6stergesi) orta 40\u2019lara y\u00f6neldi. ADX (Trend G\u00fcc\u00fc Endeksi; trendin g\u00fcc\u00fcn\u00fc \u00f6l\u00e7er) ise orta 20\u2019ler seviyesindeydi. Diren\u00e7 214,29, destek 211,94 yak\u0131n\u0131ndayd\u0131.<\/p>\n

Sterlin (GBP) 886 y\u0131l\u0131nda kullan\u0131lmaya ba\u015fland\u0131 ve d\u00f6viz piyasas\u0131 i\u015flemlerinin (FX: para birimlerinin al\u0131n\u0131p sat\u0131ld\u0131\u011f\u0131 piyasa) yakla\u015f\u0131k %12\u2019sini olu\u015fturur; bu da 2022\u2019de g\u00fcnde yakla\u015f\u0131k 630 milyar dolara denk gelir. \u00d6ne \u00e7\u0131kan pariteler (iki para birimi aras\u0131ndaki kur) aras\u0131nda GBP\/USD %11, GBP\/JPY %3 ve EUR\/GBP %2 yer al\u0131r.<\/p>\n

Opsiyon Konumlanmas\u0131 ve \u0130\u015flem Fikirleri<\/h3>\n

Paritenin di\u011fer taraf\u0131nda, Japon Yeni\u2019ndeki zay\u0131fl\u0131k y\u00fcksek enerji fiyatlar\u0131yla art\u0131yor; Brent petrol varil fiyat\u0131 95 dolar\u0131n \u00fczerinde kal\u0131yor. Brent, k\u00fcresel petrol fiyatlamas\u0131nda referans kabul edilen bir petrol t\u00fcr\u00fcd\u00fcr. 2025\u2019in b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde de benzer bir tablo g\u00f6r\u00fclm\u00fc\u015ft\u00fc: Japonya\u2019n\u0131n b\u00fcy\u00fck bir enerji ithalat\u00e7\u0131s\u0131 olmas\u0131, petrol pahal\u0131yken para birimini bask\u0131lam\u0131\u015ft\u0131. Bu durum, Japonya\u2019n\u0131n artan d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131yla da (ithalat\u0131n ihracattan fazla olmas\u0131) do\u011fruland\u0131; bu da BoJ\u2019un agresif s\u0131k\u0131la\u015fma kapasitesini s\u0131n\u0131rlar.<\/p>\n

Bu tablo, k\u0131sa vadede olumsuz siyasi haber ak\u0131\u015f\u0131 ile orta vadede faiz g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn destekleyici olmas\u0131 aras\u0131nda bir \u00e7eki\u015fme yarat\u0131yor. \u00d6n\u00fcm\u00fczdeki haftalarda yat\u0131r\u0131mc\u0131lar, 211,94 destek seviyesine do\u011fru olas\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 korunmak veya bu hareketten yararlanmak i\u00e7in Haziran vadeli put opsiyonlar\u0131 d\u00fc\u015f\u00fcnebilir. Put opsiyonu, belirli bir tarihe kadar belirli bir fiyattan satma hakk\u0131 verir; riskin \u201ctan\u0131ml\u0131\u201d olmas\u0131n\u0131 sa\u011flar (\u00f6denen primle s\u0131n\u0131rl\u0131d\u0131r).<\/p>\n

Ayn\u0131 zamanda ana hik\u00e2ye, \u0130ngiltere ile Japonya aras\u0131ndaki faiz fark\u0131n\u0131n a\u00e7\u0131lmas\u0131d\u0131r (faiz fark\u0131: iki \u00fclke faizleri aras\u0131ndaki mesafe; genelde y\u00fcksek faize sahip para birimini destekler). Olas\u0131 bir toparlanmaya haz\u0131rlanmak i\u00e7in 2026\u2019n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde vadeli daha uzun vadeli call opsiyonlar\u0131 de\u011ferlendirilebilir. Call opsiyonu, belirli bir tarihe kadar belirli bir fiyattan alma hakk\u0131 verir; bu yakla\u015f\u0131m k\u0131sa vadeli siyasi g\u00fcr\u00fclt\u00fcn\u00fcn \u00f6tesine bakmay\u0131 ve y\u0131l\u0131n ilerleyen d\u00f6neminde Sterlin\u2019de beklenen temel g\u00fc\u00e7lenmeden faydalanmay\u0131 hedefler.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u015eok geli\u015fme: Starmer krizi Sterlin\u2019i bask\u0131lad\u0131, GBP\/JPY 213,70\u2019ten 213,08\u2019e sarkt\u0131. Yen petrol bask\u0131s\u0131yla g\u00fc\u00e7l\u00fc de\u011fil; BoE iki art\u0131\u015f, BoJ kademeli. 214,30 alt\u0131nda; destek 211,94, diren\u00e7 214,29. Put\/call opsiyonlar\u0131 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-46609","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\/46609","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=46609"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46609\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}