NZD\/USD, pazartesi g\u00fcn\u00fc 0,5930 civar\u0131nda seyrederken g\u00fcn i\u00e7inde %1,00 geriledi. Riskten ka\u00e7\u0131\u015f e\u011filiminin g\u00fc\u00e7lendi\u011fi ortamda g\u00fcvenli liman talebinden destek bulan ABD Dolar\u0131, parite \u00fczerinde bask\u0131 yaratt\u0131. \u00c7in\u2019den gelen daha g\u00fc\u00e7l\u00fc fabrika verilerine ra\u011fmen parite zay\u0131f kalmay\u0131 s\u00fcrd\u00fcrd\u00fc; Yeni Zelanda\u2019n\u0131n \u00c7in ile yak\u0131n ticari ba\u011flar\u0131 nedeniyle bu t\u00fcr veriler genellikle Yeni Zelanda Dolar\u0131\u2019n\u0131 destekler.<\/p>\n
\u00c7in\u2019in RatingDog \u0130malat PMI verisi may\u0131sta nisan ay\u0131ndaki 52,2\u2019den 51,8\u2019e geriledi; ancak 51,4\u2019l\u00fck beklentinin \u00fczerinde geldi ve Yeni Zelanda Dolar\u0131 buna tepki veremedi. Fiyatlamalar\u0131 ise Tasnim Haber Ajans\u0131\u2019n\u0131n Tahran\u2019\u0131n Washington ile mesaj al\u0131\u015fveri\u015fini ask\u0131ya ald\u0131\u011f\u0131n\u0131 bildirmesinin ard\u0131ndan Orta Do\u011fu\u2019daki geli\u015fmeler belirledi. \u0130ran ayr\u0131ca, ABD Merkez Komutanl\u0131\u011f\u0131\u2019n\u0131n \u0130ran\u2019a ait radar ve \u0130HA tesislerine y\u00f6nelik sald\u0131r\u0131lar\u0131 sonras\u0131nda ABD\u2019yi ate\u015fkesi ihlal etmekle su\u00e7lad\u0131. ABD Dolar Endeksi, cuma g\u00fcn\u00fc g\u00f6rd\u00fc\u011f\u00fc iki haftan\u0131n en d\u00fc\u015f\u00fck seviyesinin ard\u0131ndan 99,30\u2019a do\u011fru toparlan\u0131rken, WTI %6,40 y\u00fckseldi. Bu hareket enflasyon endi\u015felerini art\u0131rarak Fed g\u00f6r\u00fcn\u00fcm\u00fcne y\u00f6nelik dikkatleri g\u00fc\u00e7lendirdi; CME FedWatch, aral\u0131k ay\u0131nda 25 baz puanl\u0131k faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 %42 olarak fiyatlad\u0131. Yat\u0131r\u0131mc\u0131lar \u015fimdi y\u00f6n tayini i\u00e7in ADP ve cuma g\u00fcnk\u00fc Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (NFP) dahil ABD istihdam verilerini izliyor.<\/p>\n
NZD\/USD paritesi, ABD Dolar\u0131\u2019n\u0131n piyasalardaki yayg\u0131n belirsizlikten g\u00fc\u00e7 kazanmas\u0131yla zorlan\u0131yor ve 0,6010 seviyesine do\u011fru geriliyor. G\u00fcney \u00c7in Denizi\u2019ndeki jeopolitik gerilimlerin yeniden t\u0131rmanmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131 dolar\u0131n g\u00fcvenli liman\u0131na y\u00f6nlendiriyor. Bu riskten ka\u00e7\u0131nma havas\u0131, di\u011fer ekonomik haber ak\u0131\u015f\u0131n\u0131 g\u00f6lgede b\u0131rak\u0131yor.<\/p>\n
G\u00fc\u00e7l\u00fc \u00c7in imalat verilerinin dahi Yeni Zelanda Dolar\u0131\u2019n\u0131 destekleyemedi\u011fini g\u00f6r\u00fcyoruz. \u00c7in\u2019in son Caixin \u0130malat PMI verisi sa\u011fl\u0131kl\u0131 bir seviye olan 51,6\u2019ya i\u015faret etse de, Kiwi \u00c7in ile yak\u0131n ticari ili\u015fkisinden fayda sa\u011flayam\u0131yor. Piyasan\u0131n oda\u011f\u0131 \u015fu anda b\u00f6lgesel ekonomik g\u00fc\u00e7ten ziyade g\u00fcvenli\u011fe kaym\u0131\u015f durumda.<\/p>\n
Bu geli\u015fmeler ABD Dolar Endeksi\u2019ni (DXY) 105,15 seviyesinin belirgin \u015fekilde \u00fczerine ta\u015f\u0131yarak g\u00fcvenli liman cazibesini yans\u0131t\u0131yor. E\u015f zamanl\u0131 olarak gerilimler, West Texas Intermediate (WTI) ham petrol\u00fcn\u00fc varil ba\u015f\u0131na 90 dolar\u0131n \u00fczerine s\u0131\u00e7ratt\u0131; bu, 2024 sonundan bu yana g\u00f6r\u00fclmeyen bir seviye. Enerji maliyetlerindeki bu y\u00fckseli\u015f, k\u00fcresel enflasyonun yeniden h\u0131zlanabilece\u011fine dair kayg\u0131lar\u0131 canland\u0131r\u0131yor.<\/p>\n
Bu nedenle piyasalar, Fed\u2019in izleyece\u011fi patikay\u0131 yeniden de\u011ferlendiriyor. Vadeli i\u015flemler piyasas\u0131nda 2026\u2019n\u0131n geri kalan\u0131na ili\u015fkin beklenen faiz indirimlerinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fc art\u0131k fiyatlamadan \u00e7\u0131k\u0131yor; kal\u0131c\u0131 enflasyon, Fed\u2019i s\u0131k\u0131 duru\u015fu korumaya zorlayabilir. Tarihsel olarak, \u015fahin bir Fed g\u00f6r\u00fcn\u00fcm\u00fc ABD Dolar\u0131\u2019n\u0131 istikrarl\u0131 bi\u00e7imde destekledi.<\/p>\n
Bu cuma a\u00e7\u0131klanacak ABD Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam (NFP) verisi yak\u0131ndan izlenecek. Mevcut beklenti, may\u0131s ay\u0131 i\u00e7in yakla\u015f\u0131k 220 binlik bir istihdam art\u0131\u015f\u0131yla bir kez daha g\u00fc\u00e7l\u00fc bir tablo olu\u015fmas\u0131 y\u00f6n\u00fcnde; bu da ABD ekonomisinin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 teyit edebilir. B\u00f6yle bir sonu\u00e7, Fed\u2019in temkinli duru\u015funu peki\u015ftirerek NZD\/USD paritesi \u00fczerinde ilave a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Kiwi\u2019de sert sat\u0131\u015f: NZD\/USD 0,5930\u2019a inerken jeopolitik riskler dolar\u0131 parlat\u0131yor. \u00c7in PMI s\u00fcrprizi yetmedi; petrol rallisi enflasyon kayg\u0131s\u0131n\u0131 b\u00fcy\u00fctt\u00fc. G\u00f6zler ADP ve NFP\u2019de.<\/p>\n","protected":false},"author":87,"featured_media":47893,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47894","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\/47894","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=47894"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47894\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47893"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47894"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47894"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47894"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}