{"id":47785,"date":"2026-05-30T04:29:22","date_gmt":"2026-05-30T04:29:22","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/orta-doguda-risk-istahini-artiran-umutlarla-dolar-gerilerken-euro-ve-sterlin-yukseldi-altin-yeni-rekor-kirdi\/"},"modified":"2026-05-30T04:29:22","modified_gmt":"2026-05-30T04:29:22","slug":"orta-doguda-risk-istahini-artiran-umutlarla-dolar-gerilerken-euro-ve-sterlin-yukseldi-altin-yeni-rekor-kirdi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/orta-doguda-risk-istahini-artiran-umutlarla-dolar-gerilerken-euro-ve-sterlin-yukseldi-altin-yeni-rekor-kirdi\/","title":{"rendered":"Orta Do\u011fu\u2019da risk i\u015ftah\u0131n\u0131 art\u0131ran umutlarla dolar gerilerken euro ve sterlin y\u00fckseldi, alt\u0131n yeni rekor k\u0131rd\u0131"},"content":{"rendered":"

ABD Dolar Endeksi (DXY), Orta Do\u011fu\u2019daki geli\u015fmelere ba\u011fl\u0131 iyile\u015fen risk i\u015ftah\u0131n\u0131n g\u00fcvenli liman varl\u0131klar\u0131na talebi azaltmas\u0131yla Cuma g\u00fcn\u00fc 98,90\u2019a do\u011fru geriledi. ABD \u00e7ekirdek PCE enflasyonu Nisan\u2019da y\u0131ll\u0131k bazda %3,3\u2019te sabit kal\u0131rken, bu durum Fed\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 s\u00fcrd\u00fcrebilece\u011fi beklentilerini canl\u0131 tuttu. Piyasalar ise ABD\u2013\u0130ran aras\u0131nda ate\u015fkesi 60 g\u00fcn uzatmay\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7may\u0131 ve n\u00fckleer g\u00f6r\u00fc\u015fmelere ba\u015flamay\u0131 \u00f6ng\u00f6ren bir mutabakat zapt\u0131na ili\u015fkin haberleri izledi. Dolar\u0131n zay\u0131flamas\u0131yla EUR\/USD 1,1670\u2019e do\u011fru y\u00fckselirken, Birle\u015fik Krall\u0131k\u2019ta mali endi\u015feler ve zay\u0131f b\u00fcy\u00fcme g\u00fcndemde kalmaya devam etse de GBP\/USD 1,3470\u2019e y\u00f6neldi. USD\/JPY 159,30 civar\u0131nda i\u015flem g\u00f6rd\u00fc; Tokyo \u00e7ekirdek T\u00dcFE May\u0131s\u2019ta y\u0131ll\u0131k %1,4\u2019e gerilerken, BOJ Ba\u015fkan\u0131 Kazuo Ueda enerji \u015foklar\u0131n\u0131n \u00fccretler ve enflasyon beklentileri \u00fczerinden yaratabilece\u011fi risklere dikkat \u00e7ekti.<\/p>\n

Risk hassasiyeti y\u00fcksek para birimleri destek bulurken AUD\/USD 0,7190\u2019a do\u011fru ilerledi; WTI ise ate\u015fkesin uzat\u0131laca\u011f\u0131 ve H\u00fcrm\u00fcz \u00e7evresindeki kesinti riskinin azalaca\u011f\u0131 beklentisiyle varil ba\u015f\u0131na 88,00 dolar civar\u0131nda seyretti. Alt\u0131n, daha g\u00fc\u00e7l\u00fc risk i\u015ftah\u0131 ile s\u00fcregelen jeopolitik risk ve y\u00fcksek enflasyon bask\u0131lar\u0131 aras\u0131ndaki denge de\u011ferlendirilirken 4.550 dolara do\u011fru sert y\u00fckseldi. Takvimde, 29 May\u0131s\u20135 Haziran d\u00f6neminde BoE, ECB, Fed ve BOJ yetkililerinin konu\u015fmalar\u0131 ile \u00c7in PMI\u2019lar\u0131, Euro B\u00f6lgesi T\u00dcFE ve GSYH verileri, ABD JOLTS ve istihdam raporu; ayr\u0131ca \u0130svi\u00e7re, Japonya, Kanada ve Avustralya\u2019dan bir dizi veri yer al\u0131yor.<\/p>\n

Jeopolitik ve Politika De\u011fi\u015fimleri E\u015fli\u011finde Daha Zay\u0131f Dolar \u0130\u00e7in Pozisyonlanma<\/h3>\n

Piyasan\u0131n risk-on e\u011filimine d\u00f6nmesiyle, daha zay\u0131f bir ABD Dolar\u0131 beklentisini yans\u0131tacak \u015fekilde pozisyonlar\u0131m\u0131z\u0131 ayarl\u0131yoruz. ABD ile \u0130ran aras\u0131nda bildirildi\u011fi belirtilen mutabakat zapt\u0131 \u015fu a\u015famada ana itici g\u00fc\u00e7 konumunda ve Fed\u2019in enflasyon kar\u015f\u0131s\u0131ndaki kal\u0131c\u0131 \u015fahin duru\u015funu ge\u00e7ici olarak g\u00f6lgede b\u0131rak\u0131yor. Son CFTC verileri, dolarda spek\u00fclatif net k\u0131sa pozisyonlar\u0131n \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc haftada artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor; bu da e\u011filimin ivme kazand\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n

Bu dolar zay\u0131fl\u0131\u011f\u0131, Haziran\u2019\u0131n ilk haftas\u0131na girerken EUR\/USD ve GBP\/USD\u2019de uzun pozisyonlar\u0131 cazip k\u0131l\u0131yor. \u00d6zellikle ECB Ba\u015fkan\u0131 Lagarde ve BoE Ba\u015fkan\u0131 Bailey ba\u015fta olmak \u00fczere \u00e7ok say\u0131daki merkez bankas\u0131 konu\u015fmac\u0131s\u0131n\u0131, ton farkl\u0131la\u015fmas\u0131n\u0131n hareketleri h\u0131zland\u0131r\u0131p h\u0131zland\u0131rmayaca\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in yak\u0131ndan izleyece\u011fiz. Tarihsel olarak, b\u00fcy\u00fck bir jeopolitik tansiyon d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc izleyen haftalarda e\u015fg\u00fcd\u00fcml\u00fc dolar zay\u0131fl\u0131\u011f\u0131 bu pariteler i\u00e7in \u00e7o\u011fu zaman destekleyici bir r\u00fczg\u00e2r yarat\u0131r.<\/p>\n

USD\/JPY taraf\u0131 daha karma\u015f\u0131k; parite hem zay\u0131flayan dolar hem de Japonya Merkez Bankas\u0131\u2019n\u0131n g\u00fcvercin politikas\u0131 aras\u0131nda s\u0131k\u0131\u015fm\u0131\u015f durumda. BOJ Ba\u015fkan\u0131 Ueda\u2019dan veya Fed\u2019den daha fazla netlik gelene kadar 159,00 seviyesi etraf\u0131nda yatay-bant bir g\u00f6r\u00fcn\u00fcm olu\u015ftu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Tokyo \u00e7ekirdek enflasyonunun %1,4\u2019e gerilemesi, BOJ\u2019un s\u0131k\u0131la\u015fma konusunda acele etmeyece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc destekliyor.<\/p>\n

Emtialar, Alt\u0131n ve Kritik Veri G\u00fcndemi \u00d6ne \u00c7\u0131k\u0131yor<\/h3>\n

Petrol taraf\u0131nda, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lma ihtimali WTI fiyatlar\u0131na tavan etkisi yaparak 88 dolar\/varil \u00fczerindeki potansiyel y\u00fckseli\u015fi s\u0131n\u0131rl\u0131yor. Denizcilik verileri, bo\u011faz yak\u0131nlar\u0131nda tanker sinyallerinde hafif bir art\u0131\u015fa i\u015faret ediyor; bu da piyasan\u0131n arz riskinin azald\u0131\u011f\u0131n\u0131 fiyatlamaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bununla birlikte, yakla\u015fan EIA stok verileriyle test edilecek g\u00fc\u00e7l\u00fc temel talebin fiyatlar\u0131 desteklemeye devam edece\u011fini \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n

Alt\u0131n\u0131n risk i\u015ftah\u0131 iyile\u015fmesine ra\u011fmen 4.550 dolar b\u00f6lgesine s\u0131\u00e7ramas\u0131, kal\u0131c\u0131 enflasyona ve tamamen ortadan kalkmayan jeopolitik riske kar\u015f\u0131 bir korunma arac\u0131 rol\u00fcn\u00fc vurguluyor. Merkez bankalar\u0131n\u0131n alt\u0131n talebi 2026\u2019n\u0131n ilk \u00e7eyre\u011finde rekor seviyeye ula\u015ft\u0131; resmi rezervlere 300 tonun \u00fczerinde ekleme yap\u0131ld\u0131 ve bu durum fiyatlar i\u00e7in g\u00fc\u00e7l\u00fc bir taban olu\u015fturmay\u0131 s\u00fcrd\u00fcr\u00fcyor. B\u00fcy\u00fck ekonomilerde \u00e7ekirdek enflasyon y\u00fcksek kald\u0131\u011f\u0131 s\u00fcrece alt\u0131n\u0131n g\u00fc\u00e7l\u00fc seyrini korumas\u0131n\u0131 bekliyoruz.<\/p>\n

\u0130leriye d\u00f6n\u00fck olarak, 5 Haziran Cuma g\u00fcnk\u00fc ABD istihdam raporu en kritik veri olacak. Beklentilerin alt\u0131nda gelecek bir tar\u0131m d\u0131\u015f\u0131 istihdam (NFP) verisi, dolarda ilave sat\u0131\u015flar\u0131 tetikleyerek mevcut piyasa y\u00f6n\u00fcn\u00fc teyit edebilir. Buna kar\u015f\u0131l\u0131k g\u00fc\u00e7l\u00fc bir rapor, Fed\u2019in \u201cuzun s\u00fcre y\u00fcksek\u201d faiz anlat\u0131s\u0131n\u0131 g\u00fc\u00e7lendirerek trendi h\u0131zl\u0131 \u015fekilde tersine \u00e7evirebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Piyasada fla\u015f risk-on: Orta Do\u011fu\u2019da ate\u015fkes beklentisi DXY\u2019yi 98,90\u2019a \u00e7ekti. \u00c7ekirdek PCE %3,3\u2019te kalsa da Fed \u015fahin. EUR\/USD 1,1670, GBP\/USD 1,3470; alt\u0131n 4.550, WTI 88.<\/p>\n","protected":false},"author":87,"featured_media":47686,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47785","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/47785","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=47785"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47785\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47686"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}