ABD Dolar Endeksi (DXY), dolar\u0131n alt\u0131 b\u00fcy\u00fck para birimi kar\u015f\u0131s\u0131ndaki de\u011ferini \u00f6l\u00e7en g\u00f6sterge, piyasalar\u0131n ABD-\u0130ran g\u00f6r\u00fc\u015fmelerine ili\u015fkin de\u011fi\u015fen haber ba\u015fl\u0131klar\u0131n\u0131 de\u011ferlendirmesiyle \u00c7ar\u015famba g\u00fcn\u00fc \u00f6nceki kay\u0131plar\u0131n\u0131 s\u0131n\u0131rlad\u0131. Endeks, g\u00fcn i\u00e7i 98,97 civar\u0131ndaki dip seviyeden toparlanarak 99,25 \u00e7evresinde i\u015flem g\u00f6rd\u00fc. \u0130ran Devlet TV\u2019si, Tahran ile Washington\u2019un bir mutabakat metni i\u00e7in ilk gayriresm\u00ee \u00e7er\u00e7eve \u00fczerinde haz\u0131rland\u0131\u011f\u0131n\u0131 duyurduktan sonra dolar ilk etapta zay\u0131flad\u0131; ancak ABD\u2019nin haberi \u201ctamamen uydurma\u201d olarak reddetmesiyle hareket tersine d\u00f6nd\u00fc.<\/p>\n
Taraflar aras\u0131ndaki g\u00f6r\u00fc\u015fmeler s\u00fcr\u00fcyor; fakat son mesajlar, \u00f6nceki beklentilere k\u0131yasla daha yava\u015f bir ilerlemeye i\u015faret etti. Daha \u00f6nce bir anla\u015fman\u0131n gelebilece\u011fi ve bunun H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131 m\u00fcmk\u00fcn k\u0131labilece\u011fi konu\u015fuluyordu. Dolar, ayr\u0131ca ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) \u201c\u015fahin\u201d duru\u015fundan destek buldu; yani Fed\u2019in faizleri yak\u0131n d\u00f6nemde indirmeye acele etmedi\u011fi ve s\u0131k\u0131 para politikas\u0131n\u0131 korumaya e\u011filimli oldu\u011fu g\u00f6r\u00fcl\u00fcyor. B\u00fcy\u00fcme g\u00fc\u00e7l\u00fc kald\u0131k\u00e7a politikan\u0131n bir s\u00fcre de\u011fi\u015fmemesi bekleniyor; bu s\u0131rada ham petrol fiyat\u0131 son zirvelerden gerilese de sava\u015f \u00f6ncesi seviyelerin \u00fczerinde kalmaya devam ediyor. Piyasalar\u0131n oda\u011f\u0131, Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak ABD Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) verisine kayd\u0131. (PCE, t\u00fcketicilerin ne kadar harcad\u0131\u011f\u0131n\u0131 ve enflasyonu g\u00f6steren, Fed\u2019in yak\u0131ndan izledi\u011fi fiyat g\u00f6stergesidir.)<\/p>\n
ABD Dolar Endeksi, jeopolitik g\u00f6r\u00fc\u015fmelere dair \u00e7eli\u015fkili haberlerin k\u0131sa vadeli belirsizlik yaratmas\u0131na ra\u011fmen tutunuyor. Yat\u0131r\u0131mc\u0131lar bu \u201chaber ba\u015fl\u0131\u011f\u0131 kaynakl\u0131 dalgalanma\u201ddan yararlanmaya \u00e7al\u0131\u015f\u0131yor; ancak genel resimde dolar\u0131n g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Yak\u0131n vadede al\u0131c\u0131lar ile sat\u0131c\u0131lar aras\u0131ndaki \u00e7eki\u015fmenin s\u00fcrmesi muhtemel.<\/p>\n
Dolar\u0131n temel deste\u011fi, Fed\u2019in \u201cpolitika d\u00f6n\u00fc\u015f\u00fcm\u00fc\u201d sinyali vermeye isteksiz olmas\u0131ndan geliyor. (Politika d\u00f6n\u00fc\u015f\u00fcm\u00fc, faiz art\u0131r\u0131m\u0131 ya da faiz indirimi gibi y\u00f6n de\u011fi\u015fikli\u011fidir.) Nisan ay\u0131 T\u00dcFE (CPI) verisi beklentilerin biraz \u00fczerinde %3,1 geldi. (T\u00dcFE\/CPI, t\u00fcketici fiyatlar\u0131ndaki art\u0131\u015f\u0131 \u00f6l\u00e7en enflasyon g\u00f6stergesidir.) \u0130lk \u00e7eyrek GSYH b\u00fcy\u00fcmesi ise %2,2 ile g\u00fc\u00e7l\u00fc kald\u0131. (GSYH, ekonominin \u00fcretti\u011fi toplam de\u011feri g\u00f6sterir.) Bu tablo, k\u0131sa vadede belirgin faiz indirimlerini desteklemiyor. Ekonomideki bu dayan\u0131kl\u0131l\u0131k, dolar\u0131n de\u011ferinde sert geri \u00e7ekilmeleri s\u0131n\u0131rl\u0131yor.<\/p>\n
2023 sonundaki g\u00fc\u00e7l\u00fc piyasa ralli d\u00f6neminde yat\u0131r\u0131mc\u0131lar\u0131n agresif faiz indirimlerini erken fiyatlad\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc; \u015fimdi daha temkinli bir yakla\u015f\u0131m \u00f6ne \u00e7\u0131k\u0131yor. Faiz vadeli i\u015flemler piyasas\u0131 (gelecekteki faiz seviyesine dair beklentilerin fiyatland\u0131\u011f\u0131 piyasa) y\u0131l sonuna kadar bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 fiyatl\u0131yor. Ancak Fed yetkililerinin son a\u00e7\u0131klamalar\u0131, \u201cdaha uzun s\u00fcre y\u00fcksek faiz\u201d yakla\u015f\u0131m\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Piyasa beklentileri ile Fed\u2019in y\u00f6nlendirmesi aras\u0131ndaki bu fark, mevcut dalgalanman\u0131n ba\u015fl\u0131ca nedeni.<\/p>\n","protected":false},"excerpt":{"rendered":"
DXY, ABD-\u0130ran man\u015fetlerindeki \u00e7eli\u015fkiyle 98,97\u2019den 99,25\u2019e toparland\u0131. \u0130ran iddias\u0131 dolar\u0131 zay\u0131flatt\u0131, ABD yalanlay\u0131nca g\u00fc\u00e7lendi. Fed\u2019in \u015fahin tonu destek oluyor; g\u00f6zler Per\u015fembe PCE\u2019de.<\/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-47525","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\/47525","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=47525"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47525\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}