Hindistan rupisi, ABD dolar\u0131 kar\u015f\u0131s\u0131nda d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc; USD\/INR 96,33 ile yeni bir rekor seviyeye \u00e7\u0131kt\u0131. WTI petrol (ABD tipi ham petrol) yakla\u015f\u0131k %1,66 y\u00fckselerek 102,60 dolar civar\u0131na geldi. Bu, petrol ithal eden \u00fclkelerde d\u00f6viz kurlar\u0131 \u00fczerinde bask\u0131 yaratabilir.<\/p>\n
ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri etraf\u0131ndaki gerilim, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fi destekledi. Donald Trump, Truth Social \u00fczerinden \u0130ran\u2019\u0131 uyard\u0131. G\u00f6r\u00fc\u015fmelerin t\u0131kand\u0131\u011f\u0131 bildirilirken New York Times, ABD ve \u0130srail\u2019in en erken gelecek hafta koordineli sald\u0131r\u0131lara haz\u0131rlanabilece\u011fini yazd\u0131.<\/p>\n
Yabanc\u0131 Kurumsal Yat\u0131r\u0131mc\u0131lar (FII: Hindistan piyasalar\u0131nda i\u015flem yapan yabanc\u0131 b\u00fcy\u00fck fonlar), cuma g\u00fcn\u00fc Hint hisselerinde \u00fcst \u00fcste ikinci g\u00fcnde net al\u0131c\u0131 oldu. FIIs, per\u015fembe g\u00fcn\u00fc 187,46 crore rupi al\u0131m\u0131n ard\u0131ndan cuma g\u00fcn\u00fc 1.329,17 crore rupi net al\u0131m yapt\u0131. Bu, ortalama 4.144,01 crore rupi net sat\u0131\u015f g\u00f6r\u00fclen yedi seansl\u0131k sat\u0131\u015f serisini izledi.<\/p>\n
Piyasalar, \u00e7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak Federal A\u00e7\u0131k Piyasa Komitesi (FOMC: ABD Merkez Bankas\u0131\u2019n\u0131n faiz kararlar\u0131n\u0131 y\u00f6neten kurul) tutanaklar\u0131n\u0131 izliyor. CME FedWatch (vadeli i\u015flemlere g\u00f6re olas\u0131l\u0131k hesaplayan piyasa g\u00f6stergesi), bu y\u0131l en az bir ABD faiz art\u0131\u015f\u0131 ihtimalini %53,7 olarak fiyatl\u0131yor; daha \u00f6nce iki faiz indirimi beklentisi \u00f6ne \u00e7\u0131km\u0131\u015ft\u0131.<\/p>\n
ABD T\u00dcFE (CPI: t\u00fcketici fiyat endeksi) man\u015fet enflasyonu, nisanda y\u0131ll\u0131k bazda marttaki %3,3\u2019ten %3,8\u2019e y\u00fckseldi. USD\/INR, 20 g\u00fcnl\u00fck EMA\u2019n\u0131n (\u00fcstel hareketli ortalama: son g\u00fcnlere daha fazla a\u011f\u0131rl\u0131k veren k\u0131sa vadeli ortalama) 94,93 seviyesinin \u00fczerinde; RSI (g\u00f6reli g\u00fc\u00e7 endeksi: 0-100 aras\u0131, 70\u2019e yakla\u015f\u0131nca \u201ca\u015f\u0131r\u0131 al\u0131m\u201d sinyali verebilen momentum g\u00f6stergesi) 69\u2019a yak\u0131n. Destek (d\u00fc\u015f\u00fc\u015fte fiyat\u0131n tutunabilece\u011fi seviye) 96,00 ve 94,93\u2019te; yukar\u0131da 97,00 seviyesi \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Petrol fiyatlar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f, ge\u00e7en y\u0131lki krize k\u0131yasla rahatlama sa\u011flad\u0131. WTI ham petrol, varil ba\u015f\u0131na 79 dolar civar\u0131nda seyrediyor. Bu durum ithalat faturas\u0131n\u0131 azalt\u0131r ve rupi \u00fczerindeki bask\u0131y\u0131 hafifletir. Ancak 2025\u2019te g\u00f6r\u00fclen ABD-\u0130ran gerilimine benzer yeni jeopolitik riskler, petrol fiyatlar\u0131n\u0131 yeniden h\u0131zla yukar\u0131 ta\u015f\u0131yabilir.<\/p>\n
ABD para politikas\u0131na ili\u015fkin beklentiler de de\u011fi\u015fti. Enflasyon, Nisan 2025\u2019teki %3,8\u2019den daha yak\u0131n d\u00f6nemde %3,4\u2019e geriledi. Bu, piyasan\u0131n oda\u011f\u0131n\u0131 y\u0131l\u0131n ilerleyen d\u00f6neminde olas\u0131 faiz indirimlerine ta\u015f\u0131yor. Bu g\u00f6r\u00fcn\u00fcm, orta vadede dolar\u0131n genel \u00e7apta g\u00fc\u00e7lenmesini s\u0131n\u0131rlayabilir.<\/p>\n
Bu olumlu ba\u015fl\u0131klara ra\u011fmen, Yabanc\u0131 Kurumsal Yat\u0131r\u0131mc\u0131lar (FII\u2019ler) bu ay net sat\u0131c\u0131 kald\u0131 ve May\u0131s 2026 itibar\u0131yla Hint hisselerinden 23.000 crore rupinin \u00fczerinde \u00e7\u0131k\u0131\u015f yapt\u0131. Bu temkinli hava rupi \u00fczerinde bask\u0131 yarat\u0131yor. Buna kar\u015f\u0131l\u0131k Hindistan Merkez Bankas\u0131\u2019n\u0131n (RBI) d\u00f6viz rezervleri 641 milyar dolar ile g\u00fc\u00e7l\u00fc seviyede. Bu da a\u015f\u0131r\u0131 oynakl\u0131\u011f\u0131 s\u0131n\u0131rlamak i\u00e7in piyasaya d\u00f6viz sat\u0131\u015f\u0131\/al\u0131m\u0131yla m\u00fcdahale edebilme kapasitesi sa\u011flar.<\/p>\n","protected":false},"excerpt":{"rendered":"
Rupi dolara kar\u015f\u0131 eriyor: USD\/INR 96,33 ile rekor k\u0131rd\u0131. \u0130ran gerilimi petrol\u00fc z\u0131plat\u0131p kur bask\u0131s\u0131n\u0131 art\u0131rabilir. FII al\u0131mlar\u0131 s\u00fcrse de ayl\u0131k \u00e7\u0131k\u0131\u015flar, Fed tutanaklar\u0131 ve RSI odakta.<\/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-46900","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\/46900","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=46900"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46900\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}