ABD Dolar\u0131, Orta Do\u011fu\u2019daki belirsizli\u011fin deste\u011fiyle Avrupa i\u015flemlerinin erken saatlerinde 99,15 civar\u0131nda g\u00fc\u00e7l\u00fc kald\u0131. Donald Trump, Sal\u0131 g\u00fcn\u00fc planlanan \u0130ran\u2019a sald\u0131r\u0131y\u0131 \u201c\u015fimdilik erteleyeceklerini\u201d s\u00f6yledi ve \u0130ran\u2019\u0131n n\u00fckleer silah edinmesini engelleyen bir anla\u015fmay\u0131 kabul edebileceklerini belirtti. Ancak ABD\u2019nin s\u00fcre vermeden yine de sald\u0131rabilece\u011fini s\u00f6yledi.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n h\u00e2l\u00e2 kapal\u0131 olmas\u0131 ve enerji piyasalar\u0131n\u0131n bozulmas\u0131yla yat\u0131r\u0131mc\u0131lar ABD faizlerine dair beklentilerini g\u00fcncelledi. CME FedWatch, y\u0131l sonuna kadar Fed\u2019in 25 baz puan (0,25 puan) faiz art\u0131rma ihtimalini %35,0 g\u00f6steriyor.<\/p>\n
Japonya\u2019n\u0131n \u00f6nc\u00fc verilerine g\u00f6re GSYH (ekonominin toplam \u00fcretimi) 2026\u2019n\u0131n 1. \u00e7eyre\u011finde \u00e7eyreklik bazda %0,5 artt\u0131. Bu, 2025\u2019in 4. \u00e7eyre\u011findeki %0,3\u2019\u00fcn \u00fczerinde ve %0,4 beklentisini a\u015ft\u0131. Y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f b\u00fcy\u00fcme (\u00e7eyreklik b\u00fcy\u00fcmenin y\u0131l geneline \u00e7evrilmi\u015f hali) %2,1 oldu; \u00f6nceki %1,3\u2019\u00fcn ve %1,7 beklentisinin \u00fczerinde.<\/p>\n
RBA (Avustralya Merkez Bankas\u0131) tutanaklar\u0131, dokuz \u00fcyeden sekizinin May\u0131s\u2019ta faizi %4,35\u2019e \u00e7\u0131karma karar\u0131n\u0131 destekledi\u011fini, bir \u00fcyenin ise daha fazla veri beklemek istedi\u011fini g\u00f6sterdi. Kanada\u2019da T\u00dcFE (t\u00fcketici fiyat endeksi, enflasyon g\u00f6stergesi) verisi bekleniyor. Tahminler Nisan\u2019da y\u0131ll\u0131k %3,1 (\u00f6nceki %2,4) ve ayl\u0131k %0,6 (\u00f6nceki %0,9).<\/p>\n
EUR\/USD 1,1645\u2019e yak\u0131n gerilerken GBP\/USD 1,3415 civar\u0131nda i\u015flem g\u00f6rd\u00fc. Birle\u015fik Krall\u0131k\u2019ta i\u015fsizlik %4,9\u2019dan %5,0\u2019e \u00e7\u0131kt\u0131; i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 26,5 bin artt\u0131, istihdam de\u011fi\u015fimi 148 bin oldu. USD\/JPY 158,90\u2019a yakla\u015ft\u0131; alt\u0131n 4.545 dolara d\u00fc\u015ft\u00fc.<\/p>\n
USD\/JPY paritesini yak\u0131ndan izlemek gerekiyor. Parite 159,00\u2019a yak\u0131n seyrederken Japon yetkililer \u201cm\u00fcdahale\u201d uyar\u0131s\u0131 yap\u0131yor. M\u00fcdahale, genelde merkez bankas\u0131n\u0131n kurdaki a\u015f\u0131r\u0131 hareketi s\u0131n\u0131rlamak i\u00e7in piyasadan d\u00f6viz al\u0131p satmas\u0131d\u0131r. Bu oynakl\u0131k, BOJ\u2019un (Japonya Merkez Bankas\u0131) ad\u0131m atmas\u0131 halinde yenin aniden ve sert de\u011fer kazanmas\u0131na y\u00f6nelmek i\u00e7in opsiyonlar (belirli fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fmeler) kullan\u0131lmas\u0131na imk\u00e2n verebilir. Japonya 2022 sonbahar\u0131nda para birimini savunmak i\u00e7in 60 milyar dolar\u0131n \u00fczerinde m\u00fcdahale yapm\u0131\u015ft\u0131; bu da mevcut uyar\u0131lar\u0131 daha inand\u0131r\u0131c\u0131 k\u0131l\u0131yor.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131 kapal\u0131yken en do\u011frudan i\u015flem ham petrolde \u201cuzun\u201d pozisyon almakt\u0131r; yani fiyatlar\u0131n daha fazla arz kesintisiyle y\u00fckselmesi beklenir. Bunu vadeli i\u015flemlerle (gelecekte teslimat\/fiyat\u0131 bug\u00fcnden belirleyen s\u00f6zle\u015fmeler) veya al\u0131m opsiyonlar\u0131yla (fiyat y\u00fckseli\u015fine oynayan opsiyon) de\u011ferlendirmek m\u00fcmk\u00fcn. \u00c7at\u0131\u015fman\u0131n t\u0131rmanmas\u0131 yeni bir fiyat s\u0131\u00e7ramas\u0131 yaratabilir. Tarihte 1990\u2019da Kuveyt\u2019in i\u015fgali, petrol fiyatlar\u0131n\u0131n \u00fc\u00e7 aydan k\u0131sa s\u00fcrede iki kattan fazla artmas\u0131na yol a\u00e7m\u0131\u015ft\u0131; bu piyasan\u0131n ne kadar h\u0131zl\u0131 hareket edebilece\u011fini g\u00f6sterir.<\/p>\n
Alt\u0131n, piyasalar\u0131n jeopolitik riskten \u00e7ok daha y\u00fcksek faizlere odaklanmas\u0131 nedeniyle d\u00fc\u015f\u00fcyor. Faiz getirmeyen bir varl\u0131k olan alt\u0131n\u0131 ta\u015f\u0131mak bu ortamda daha az cazip g\u00f6r\u00fcl\u00fcyor. Bu, k\u0131sa vadede d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc i\u015flemlerin \u00e7al\u0131\u015fabilece\u011fine i\u015faret ediyor; ancak h\u0131zl\u0131 hareket etmek gerekir. Tam \u00f6l\u00e7ekli bir sava\u015f, g\u00fcvenli limana ka\u00e7\u0131\u015f\u0131 art\u0131r\u0131p merkez bankas\u0131 politikalar\u0131na ra\u011fmen alt\u0131n fiyatlar\u0131n\u0131 h\u0131zla yukar\u0131 \u00e7evirebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jeopolitik sis da\u011f\u0131lm\u0131yor: Dolar 99,15\u2019te g\u00fc\u00e7l\u00fc, Trump \u0130ran sald\u0131r\u0131s\u0131n\u0131 erteledi. H\u00fcrm\u00fcz riski Fed faiz beklentilerini sertle\u015ftiriyor. Yen 159\u2019da m\u00fcdahale alarm\u0131; petrol uzun, alt\u0131n y\u00fcksek faiz bask\u0131s\u0131nda.<\/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-46970","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\/46970","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=46970"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46970\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}