\u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan\u0131 Andrew Bailey\u2019nin son a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan BoE faiz art\u0131\u015flar\u0131na ili\u015fkin piyasa fiyatlamas\u0131 so\u011fudu; petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f de s\u0131k\u0131la\u015fma beklentilerini hafifletti. Bir ara yat\u0131r\u0131mc\u0131lar bu y\u0131l i\u00e7in BoE\u2019den 80 baz puan\u0131n \u00fczerinde s\u0131k\u0131la\u015fmay\u0131 fiyatl\u0131yordu; ancak bu beklenti 33 baz puana geriledi. Bailey, ikinci tur etkiler ortaya \u00e7\u0131kmad\u0131\u011f\u0131 s\u00fcrece hedefin \u00fczerindeki ge\u00e7ici enflasyonu g\u00f6rmezden gelebileceklerini s\u00f6yledi.<\/p>\n
Sterlin, faiz beklentilerindeki bu de\u011fi\u015fime ra\u011fmen g\u00f6rece diren\u00e7li kald\u0131. Yine de ABD dolar\u0131ndaki daha g\u00fc\u00e7l\u00fc tonun GBP\/USD\u2019yi 1,3500 civar\u0131nda s\u0131n\u0131rlad\u0131\u011f\u0131 belirtiliyor. \u00c7aprazlarda ise EUR\/GBP\u2019nin 0,8610\/20 b\u00f6lgesi etraf\u0131nda destek buldu\u011fu ifade ediliyor. Bu i\u00e7erik bir yapay zek\u00e2 arac\u0131 yard\u0131m\u0131yla haz\u0131rlanm\u0131\u015f ve bir edit\u00f6r taraf\u0131ndan g\u00f6zden ge\u00e7irilmi\u015ftir.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n bu y\u0131l daha fazla faiz art\u0131\u015f\u0131 beklentilerini ba\u015far\u0131yla yat\u0131\u015ft\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Sterlin diren\u00e7li olsa da, g\u00fc\u00e7l\u00fc ABD dolar\u0131 anlat\u0131s\u0131n\u0131n GBP\/USD\u2019de y\u00fckseli\u015fleri 1,3000 seviyesi civar\u0131nda s\u0131n\u0131rlamas\u0131 muhtemel. Bu durum ayr\u0131ca EUR\/GBP\u2019nin 0,8550 b\u00f6lgesi etraf\u0131nda sa\u011flam bir destek bulaca\u011f\u0131n\u0131 ima ediyor.<\/p>\n
\u00c7ok k\u0131sa s\u00fcre \u00f6nce piyasa, y\u0131l sonuna kadar BoE\u2019den iki adet tam 25 baz puanl\u0131k art\u0131\u015f\u0131 fiyatl\u0131yordu. T\u00dcFE\u2019nin %2,5\u2019te kald\u0131\u011f\u0131n\u0131 g\u00f6steren son enflasyon verilerinin ard\u0131ndan ise art\u0131k tek bir art\u0131\u015f\u0131n fiyatlanma olas\u0131l\u0131\u011f\u0131n\u0131 %40 seviyesinde g\u00f6r\u00fcyoruz. Bu belirgin de\u011fi\u015fim, merkez bankas\u0131n\u0131n daha temkinli tonunu yans\u0131t\u0131yor.<\/p>\n
Vali, yak\u0131n tarihli bir a\u00e7\u0131klamas\u0131nda, Birle\u015fik Krall\u0131k\u2019ta \u00fccret art\u0131\u015flar\u0131n\u0131n nihayet y\u0131ll\u0131k bazda %3,8 h\u0131z\u0131na gerilemesiyle birlikte bankan\u0131n biraz yap\u0131\u015fkan seyreden hizmet enflasyonunu g\u00f6z ard\u0131 edebilece\u011fini vurgulad\u0131. Kayda de\u011fer ikinci tur etkilerine ili\u015fkin endi\u015fenin zay\u0131flad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Bu da \u00f6nceki s\u0131k\u0131la\u015ft\u0131rman\u0131n etkilerini de\u011ferlendirmek i\u00e7in durup beklemelerine alan tan\u0131yor.<\/p>\n
T\u00fcrev i\u015flemler yapanlar a\u00e7\u0131s\u0131ndan bu, sterlindeki g\u00fc\u00e7lenmeye kar\u015f\u0131 dolar kar\u015f\u0131s\u0131nda sat\u0131\u015f yapmay\u0131 cazip bir strateji haline getiriyor. GBP\/USD\u2019de kullan\u0131m fiyat\u0131 1,3050 civar\u0131nda olan al\u0131m opsiyonlar\u0131n\u0131n (call) sat\u0131lmas\u0131n\u0131n, beklenen bu tavan seviyeden yararlanmak i\u00e7in temkinli bir y\u00f6ntem olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Azalan BoE faiz art\u0131\u015f\u0131 primi, agresif uzun pozisyonlar\u0131 elde tutmay\u0131 art\u0131k hakl\u0131 \u00e7\u0131karm\u0131yor.<\/p>\n
Bu g\u00f6r\u00fcn\u00fcm, ABD ekonomisindeki s\u00fcregelen g\u00fc\u00e7le de destekleniyor; May\u0131s istihdam raporu 220 binlik g\u00fc\u00e7l\u00fc bir tar\u0131m d\u0131\u015f\u0131 istihdam art\u0131\u015f\u0131na i\u015faret etti. Bu tablo, yava\u015flayan Birle\u015fik Krall\u0131k b\u00fcy\u00fcme verileriyle tezat olu\u015fturuyor ve Fed\u2019in politikay\u0131 daha uzun s\u00fcre daha s\u0131k\u0131 tutma duru\u015funu peki\u015ftiriyor. Faiz fark\u0131 dolar lehine \u00e7al\u0131\u015fmay\u0131 s\u00fcrd\u00fcrecek.<\/p>\n","protected":false},"excerpt":{"rendered":"
BoE Ba\u015fkan\u0131 Bailey\u2019nin g\u00fcvercin mesajlar\u0131yla faiz art\u0131\u015f\u0131 fiyatlamas\u0131 80 bp\u2019den 33 bp\u2019ye indi; petrol d\u00fc\u015f\u00fc\u015f\u00fc destekledi. Sterlin diren\u00e7li; g\u00fc\u00e7l\u00fc dolar GBP\/USD\u2019yi s\u0131n\u0131rl\u0131yor, EUR\/GBP\u2019de destek \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47642,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47874","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\/47874","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=47874"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47874\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47642"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}