AUD\/JPY, Avustralya\u2019da a\u00e7\u0131klanan daha zay\u0131f enflasyon verilerinin ard\u0131ndan Asya i\u015flemlerinde yakla\u015f\u0131k 114,35\u2019e kadar y\u00fckselerek iki haftaya yak\u0131n en y\u00fcksek seviyeyi g\u00f6rse de g\u00fcn i\u00e7inde sat\u0131\u015flarla kar\u015f\u0131la\u015ft\u0131. Parite 114,00\u2019\u0131n yeniden alt\u0131na inerken iki g\u00fcnl\u00fck y\u00fckseli\u015f serisini sonland\u0131rm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Ancak kay\u0131plar s\u0131n\u0131rl\u0131 kald\u0131; zira piyasalar Avustralya\u2019da para politikas\u0131 (merkez bankas\u0131n\u0131n faiz ve likidite kararlar\u0131) g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc, yen i\u00e7in destekleyici unsurlarla birlikte de\u011ferlendirdi.<\/p>\n
Avustralya \u0130statistik B\u00fcrosu (ABS) verileri, man\u015fet T\u00dcFE\u2019nin (T\u00fcketici Fiyat Endeksi; t\u00fcketicinin \u00f6dedi\u011fi fiyatlar\u0131n ortalama de\u011fi\u015fimi) Mart\u2019ta y\u0131ll\u0131k %4,6\u2019dan Nisan\u2019da %4,2\u2019ye geriledi\u011fini g\u00f6sterdi. Buna ra\u011fmen enflasyon, RBA\u2019n\u0131n (Avustralya Merkez Bankas\u0131) %2-%3 hedef aral\u0131\u011f\u0131n\u0131n \u00fczerinde kal\u0131yor; bu da A\u011fustos toplant\u0131s\u0131nda bir faiz art\u0131\u015f\u0131 beklentisini g\u00fcndemde tutuyor. JPY (Japon yeni), yetkililerin kur i\u00e7in resmi destek sa\u011flayabilece\u011fine dair yeniden artan s\u00f6ylemlerden destek buldu. \u00d6te yandan, Orta Do\u011fu kaynakl\u0131 enerji arz\u0131 kesintilerinin ekonomide bask\u0131 yaratabilece\u011fi endi\u015fesi, yenin kal\u0131c\u0131 bi\u00e7imde g\u00fc\u00e7lenece\u011fine dair g\u00fcveni s\u0131n\u0131rlad\u0131. Ayr\u0131ca paritenin bu ay ba\u015f\u0131nda g\u00f6r\u00fclen ve uzun y\u0131llar\u0131n zirvesi olan 114,70-114,75 b\u00f6lgesine yak\u0131n seviyelerde tepe yap\u0131p yapmad\u0131\u011f\u0131 da izleniyor.<\/p>\n
AUD\/JPY paritesinde, yakla\u015f\u0131k 114,35 yak\u0131n\u0131nda iki haftan\u0131n zirvesine temas etmesinin ard\u0131ndan g\u00fcn i\u00e7i sat\u0131\u015flar g\u00f6r\u00fcyoruz. Bu hareket, Nisan 2026 Avustralya t\u00fcketici enflasyonunun y\u0131ll\u0131k %3,8 ile yava\u015flamas\u0131na ra\u011fmen Avustralya Merkez Bankas\u0131\u2019n\u0131n hedefinin belirgin \u015fekilde \u00fczerinde kalmas\u0131 sonras\u0131nda geldi. RBA\u2019n\u0131n politika faizi (nakit oran; bankalar\u0131n gecelik bor\u00e7lanmas\u0131nda referans faiz) %4,35\u2019te sabit kal\u0131rken, Avustralya dolar\u0131na y\u00f6nelik temel destek g\u00fc\u00e7l\u00fc.<\/p>\n
T\u00fcrev i\u015flem (dayanak varl\u0131\u011fa ba\u011fl\u0131, vadeli\/opsiyon gibi \u00fcr\u00fcnler) yapanlar i\u00e7in, g\u00fc\u00e7l\u00fc Avustralya dolar\u0131 ve zay\u0131f yen ortam\u0131, geri \u00e7ekilmelerin al\u0131m f\u0131rsat\u0131 olabilece\u011fine i\u015faret ediyor. AUD\/JPY\u2019de \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (out-of-the-money; mevcut fiyat\u0131n daha uza\u011f\u0131nda kalan) sat\u0131m opsiyonu (put; fiyat d\u00fc\u015ferse de\u011fer kazan\u0131r) satmak, \u00f6n\u00fcm\u00fczdeki haftalarda uygulanabilir bir strateji olabilir. Bu y\u00f6ntem, a\u015fa\u011f\u0131 y\u00f6n\u00fcn s\u0131n\u0131rl\u0131 kalaca\u011f\u0131 ve paritenin geri \u00e7ekilmelerde destek bulaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcyle prim (opsiyon sat\u0131c\u0131s\u0131n\u0131n pe\u015fin ald\u0131\u011f\u0131 gelir) toplamay\u0131 hedefler.<\/p>\n
Di\u011fer taraftan Japon yeni, yetkililerin kura m\u00fcdahale edebilece\u011fine dair bitmeyen spek\u00fclasyondan (piyasada resmi olmayan beklenti) zaman zaman g\u00fc\u00e7 al\u0131yor; benzer bir ad\u0131m\u0131n en son 2025 sonlar\u0131nda at\u0131ld\u0131\u011f\u0131 hat\u0131rlat\u0131l\u0131yor. Ancak Japonya Merkez Bankas\u0131\u2019n\u0131n politika faizi yaln\u0131zca %0,1 seviyesinde oldu\u011fundan, \u00e7ok b\u00fcy\u00fck faiz fark\u0131 (iki \u00fclke faizleri aras\u0131ndaki fark) JPY\u2019de g\u00fc\u00e7l\u00fc y\u00fckseli\u015f y\u00f6n\u00fcnde agresif pozisyon almay\u0131 s\u0131n\u0131rl\u0131yor. Bu temel fark, AUD\/JPY i\u00e7in destekleyici bir r\u00fczg\u00e2r (yukar\u0131 y\u00f6nl\u00fc itici g\u00fc\u00e7) olmaya devam edebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
AUD\/JPY Asya\u2019da 114,35 ile iki haftan\u0131n zirvesini g\u00f6rse de 114 alt\u0131na sarkt\u0131. Zay\u0131f Avustralya enflasyonu RBA\u2019da olas\u0131 art\u0131\u015f\u0131 canl\u0131 tutarken, m\u00fcdahale s\u00f6ylemi yen\u2019i destekliyor.<\/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-47449","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\/47449","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=47449"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47449\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}