Sterlin pazartesi g\u00fcn\u00fc yatay seyretti; GBP\/USD 1,3445 civar\u0131nda i\u015flem g\u00f6r\u00fcrken, hafta sonu kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar\u0131n ard\u0131ndan olas\u0131 bir ABD\u2013\u0130ran bar\u0131\u015f anla\u015fmas\u0131na dair haber ak\u0131\u015f\u0131n\u0131n zay\u0131flamas\u0131yla 1,3450 b\u00f6lgesi etraf\u0131nda dalgaland\u0131. Orta Do\u011fu\u2019daki gerilim risk i\u015ftah\u0131n\u0131 t\u00f6rp\u00fcledi ve ABD dolar\u0131na destek sa\u011flad\u0131; buna kar\u015f\u0131n parite iki y\u00f6nde de belirleyici bir k\u0131r\u0131l\u0131m \u00fcretmedi.<\/p>\n
Avrupa i\u015flemlerinde sterlin maj\u00f6r para birimleri kar\u015f\u0131s\u0131nda daha g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcrken, dolar kar\u015f\u0131s\u0131nda genel olarak yatay kalarak 1,3455 civar\u0131nda seyretti. \u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan\u0131 Andrew Bailey, faiz art\u0131\u015f\u0131nda acele edilmesine gerek olmad\u0131\u011f\u0131n\u0131 belirtirken, Orta Do\u011fu kaynakl\u0131 \u00e7at\u0131\u015fma \u015foklar\u0131n\u0131n ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 uyar\u0131s\u0131nda bulundu. Piyasalar ayr\u0131ca dolar\u0131n yukar\u0131 y\u00f6nl\u00fc denemelerini s\u0131n\u0131rlayan bir unsur olarak, a\u00e7\u0131klanacak kritik ABD makro verilerine odakland\u0131.<\/p>\n
Sterlin \u015fu anda birbirine z\u0131t g\u00fc\u00e7ler aras\u0131nda s\u0131k\u0131\u015fm\u0131\u015f durumda. Orta Do\u011fu\u2019da t\u0131rmanan gerilim, sermayeyi g\u00fcvenli liman ABD dolar\u0131na y\u00f6nlendirerek GBP\/USD\u2019de yukar\u0131 hareketleri s\u0131n\u0131rl\u0131yor. Mevcut tabloda bask\u0131n teman\u0131n bu oldu\u011fu ve paritenin 1,3450 seviyesi \u00e7evresinde dar bantta kald\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Bu belirsizlik dalgal\u0131 bir fiyatlama yaratarak yak\u0131n vadede g\u00fc\u00e7l\u00fc y\u00f6n bahislerini daha riskli h\u00e2le getiriyor. Sterlin\u2019de ima edilen oynakl\u0131\u011f\u0131n artt\u0131\u011f\u0131, British Pound Volatility Index\u2019in (BPVIX) 10,5 ile \u00fc\u00e7 ay\u0131n zirvesine y\u00fckseldi\u011fi izleniyor. Bu g\u00f6r\u00fcn\u00fcm, daha sert fiyat hareketlerine haz\u0131rl\u0131kl\u0131 olunmas\u0131 gerekti\u011fine i\u015faret ederken, straddle gibi oynakl\u0131ktan fayda sa\u011flayan opsiyon stratejilerini daha \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n
BoE\u2019nin faiz art\u0131\u015flar\u0131na y\u00f6nelik net bir sinyal vermekten ka\u00e7\u0131nmas\u0131, sterlin a\u00e7\u0131s\u0131ndan belirgin bir olumsuz unsur. Bailey\u2019nin temkinli tonu, ge\u00e7en ayki \u0130ngiltere enflasyonunun 2,8 ile inat\u00e7\u0131 bi\u00e7imde y\u00fcksek kalmas\u0131na ra\u011fmen anla\u015f\u0131l\u0131r g\u00f6r\u00fcn\u00fcyor. Kendi %3,1\u2019lik enflasyonuyla m\u00fccadele eden ve daha \u015fahin bir Fed ihtimali bulunan ABD ile olu\u015fan para politikas\u0131 ayr\u0131\u015fmas\u0131n\u0131n, sterlinin dolar kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc muhtemelen s\u0131n\u0131rlayaca\u011f\u0131 de\u011ferlendiriliyor.<\/p>\n
Pozisyonlanmaya bak\u0131ld\u0131\u011f\u0131nda da temkinin artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. ABD Emtia Vadeli \u0130\u015flemler Ticaret Komisyonu (CFTC) verilerine g\u00f6re b\u00fcy\u00fck spek\u00fclat\u00f6rler, bir aydan uzun s\u00fcrenin ard\u0131ndan ilk kez sterline y\u00f6nelik y\u00fckseli\u015f y\u00f6nl\u00fc pozisyonlar\u0131n\u0131 azaltt\u0131. Bu da inanc\u0131n zay\u0131flad\u0131\u011f\u0131na ve yat\u0131r\u0131mc\u0131lar\u0131n daha net bir sinyal olu\u015fmadan g\u00fc\u00e7l\u00fc bir y\u00f6n tercihinde bulunmak istemedi\u011fine i\u015faret ediyor.<\/p>\n
Benzer bir desen, jeopolitik stres d\u00f6nemlerinde daha \u00f6nce de g\u00f6r\u00fcld\u00fc. 2022\u2019de Ukrayna sava\u015f\u0131n\u0131n ilk aylar\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli limana y\u00f6nelmesiyle Dolar Endeksi (DXY) %5\u2019in \u00fczerinde y\u00fckselmi\u015fti. \u015eu anda da benzer bir \u201ckaliteye ka\u00e7\u0131\u015f\u201d dinami\u011fi devrede ve bunun yak\u0131n vadede ABD dolar\u0131n\u0131 desteklemeyi s\u00fcrd\u00fcrmesi bekleniyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Sterlin, Ortado\u011fu gerilimi ve zay\u0131flayan ABD-\u0130ran bar\u0131\u015f umuduyla 1,3450 band\u0131na s\u0131k\u0131\u015ft\u0131: dolar destek bulurken k\u0131r\u0131l\u0131m gelmedi. BoE temkinli, BPVIX 3 ay zirvede; CFTC\u2019de longlar azald\u0131, Fed ayr\u0131\u015fmas\u0131 bask\u0131.<\/p>\n","protected":false},"author":87,"featured_media":47666,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47896","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\/47896","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=47896"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47896\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47666"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47896"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47896"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47896"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}