{"id":48143,"date":"2026-03-06T07:02:53","date_gmt":"2026-03-06T07:02:53","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/iran-abd-ile-gorusme-icin-temas-kurdugu-iddialarini-yalanladi-guclerinin-uzun-sureli-catismaya-hazir-oldugunu-soyledi\/"},"modified":"2026-03-06T07:02:53","modified_gmt":"2026-03-06T07:02:53","slug":"iran-abd-ile-gorusme-icin-temas-kurdugu-iddialarini-yalanladi-guclerinin-uzun-sureli-catismaya-hazir-oldugunu-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/iran-abd-ile-gorusme-icin-temas-kurdugu-iddialarini-yalanladi-guclerinin-uzun-sureli-catismaya-hazir-oldugunu-soyledi\/","title":{"rendered":"\u0130ran, ABD ile g\u00f6r\u00fc\u015fme i\u00e7in temas kurdu\u011fu iddialar\u0131n\u0131 yalanlad\u0131; g\u00fc\u00e7lerinin uzun s\u00fcreli \u00e7at\u0131\u015fmaya haz\u0131r oldu\u011funu s\u00f6yledi"},"content":{"rendered":"\u0130ran, devam eden \u00e7at\u0131\u015fma ortam\u0131nda ABD\u2019ye mesaj g\u00f6nderdi\u011fi y\u00f6n\u00fcndeki haberleri yalanlad\u0131. Tahran, silahl\u0131 kuvvetlerin m\u00fczakerelere girmek yerine uzun bir sava\u015fa haz\u0131rland\u0131\u011f\u0131n\u0131 s\u00f6yledi.\n\nTasnim haber ajans\u0131, bir \u0130ranl\u0131 yetkiliye dayand\u0131rd\u0131\u011f\u0131 haberinde ABD\u2019ye hi\u00e7bir mesaj g\u00f6nderilmedi\u011fini aktard\u0131. Yetkili ayr\u0131ca \u0130ran\u2019\u0131n ABD\u2019den gelen mesajlara yan\u0131t vermeyece\u011fini s\u00f6yledi.\n\n<h3>Piyasa Tepkisi ve G\u00fcvenli Liman Hamleleri<\/h3>\nSeans boyunca fiyatlar y\u00fckseldi. Alt\u0131n (XAU\/USD) %0,78 art\u0131\u015fla 5.175 dolara \u00e7\u0131kt\u0131. (XAU\/USD, alt\u0131n\u0131n ABD dolar\u0131 kar\u015f\u0131s\u0131ndaki fiyat\u0131n\u0131 g\u00f6steren paritedir.)\n\nABD ham petrol g\u00f6stergesi West Texas Intermediate (WTI) de y\u00fckseldi. WTI %2,60 art\u0131\u015fla 76,52 dolara \u00e7\u0131kt\u0131. (WTI, ABD\u2019de referans kabul edilen ham petrol t\u00fcr\u00fcd\u00fcr.)\n\nTahran\u2019\u0131n diplomasi yerine uzun s\u00fcreli \u00e7at\u0131\u015fma sinyali vermesi, piyasalarda dalgalanman\u0131n (volatilite: fiyatlar\u0131n k\u0131sa s\u00fcrede sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) kal\u0131c\u0131 olabilece\u011fine i\u015faret ediyor. Alt\u0131n ve petroldeki ilk y\u00fckseli\u015fin ge\u00e7ici de\u011fil, daha kal\u0131c\u0131 bir fiyatlama d\u00f6neminin ba\u015flang\u0131c\u0131 olmas\u0131 olas\u0131. Bu durum, k\u0131sa vadeli tepkiler yerine daha uzun vadeli pozisyon alma ihtiyac\u0131n\u0131 art\u0131r\u0131yor.\n\nPetrol t\u00fcrev \u00fcr\u00fcnlerinde (t\u00fcrev: de\u011feri dayanak varl\u0131\u011f\u0131n, burada petrol\u00fcn, fiyat\u0131na ba\u011fl\u0131 finansal s\u00f6zle\u015fmeler) WTI\u2019\u0131n 77 dolara y\u00f6nelmesi, piyasada \u201crisk primi\u201dnin (risk primi: belirsizlik ve risk nedeniyle fiyata eklenen ekstra bedel) artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. \u00d6n\u00fcm\u00fczdeki aylara y\u00f6nelik ham petrol vadeli i\u015flemlerinde al\u0131m opsiyonu (call option: belirli bir tarihe kadar belirli fiyattan alma hakk\u0131) stratejileri \u00f6ne \u00e7\u0131kabilir. Basra K\u00f6rfezi\u2019nde sevkiyat\u0131n (\u00f6zellikle tanker ta\u015f\u0131mac\u0131l\u0131\u011f\u0131) aksamas\u0131 halinde fiyatlar h\u0131zla s\u0131\u00e7rayabilir. Bu tablo, 2022\u2019de Ukrayna sava\u015f\u0131 sonras\u0131 WTI\u2019\u0131n varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 ilk d\u00f6nem y\u00fckseli\u015fini hat\u0131rlat\u0131yor.\n\nG\u00fcvenli limana ka\u00e7\u0131\u015f, alt\u0131n\u0131n g\u00fc\u00e7l\u00fc performans\u0131nda net bi\u00e7imde g\u00f6r\u00fcl\u00fcyor. Bu e\u011filimin h\u0131zlanmas\u0131 beklenebilir. Alt\u0131n, 2024 sonlar\u0131nda \u00f6nceki zirvelerini a\u015ft\u0131ktan sonra ta\u015f\u0131d\u0131\u011f\u0131 ivmeyi koruyor. Artan jeopolitik belirsizli\u011fe kar\u015f\u0131 korunma (hedge: riskten korunma) amac\u0131yla alt\u0131n vadeli i\u015flemlerinde al\u0131m opsiyonlar\u0131 veya alt\u0131na ba\u011fl\u0131 borsa yat\u0131r\u0131m fonlar\u0131 (ETF: borsada i\u015flem g\u00f6ren fon) \u00fczerinde opsiyonlar \u00f6ne \u00e7\u0131k\u0131yor.\n\n<h3>Hisse Senedi ve Enflasyon Etkileri<\/h3>\nArtan gerilim, geni\u015f hisse senedi piyasalar\u0131n\u0131 bask\u0131layabilir; \u00e7\u00fcnk\u00fc y\u00fcksek enerji maliyetleri t\u00fcketici ve \u015firketler i\u00e7in dolayl\u0131 bir vergi etkisi yarat\u0131r. 2025 sonlar\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki deniz tatbikatlar\u0131 s\u0131ras\u0131nda da benzer ama daha s\u0131n\u0131rl\u0131 bir tepki g\u00f6r\u00fclm\u00fc\u015f, k\u0131sa s\u00fcreli ancak sert bir d\u00fczeltme ya\u015fanm\u0131\u015ft\u0131. Endekslerde d\u00fc\u015f\u00fc\u015f riskine kar\u015f\u0131 koruyucu sat\u0131m opsiyonu (protective put: eldeki pozisyonu d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 sigortalayan sat\u0131m opsiyonu) stratejileri g\u00fcndeme gelebilir. \u00d6rne\u011fin S&#038;P 500 gibi endeksler izlenebilir.\n\nBu jeopolitik \u015fok, hassas bir d\u00f6neme denk geliyor. \u015eubat 2026 enflasyon verileri, \u00e7ekirdek enflasyonun (\u00e7ekirdek: enerji ve g\u0131da gibi oynak kalemler hari\u00e7) %3,1 ile y\u00fcksek seyrini korudu\u011funu g\u00f6stermi\u015fti. Petrol\u00fcn 80 dolar\u0131n \u00fczerinde kal\u0131c\u0131 olmas\u0131, yeni enflasyon bask\u0131lar\u0131 yaratabilir. Bu da ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) yaz aylar\u0131nda faiz indirimi yapmas\u0131n\u0131 zorla\u015ft\u0131r\u0131r. Y\u0131l\u0131n geri kalan\u0131nda Fed\u2019in daha s\u0131k\u0131\/\u015fahin (hawkish: enflasyonla m\u00fccadele i\u00e7in daha s\u0131k\u0131 para politikas\u0131 e\u011filimi) bir tutum benimseme olas\u0131l\u0131\u011f\u0131 artar.\n\nBu ko\u015fullarda izlenmesi gereken ana g\u00f6sterge, \u00f6rt\u00fck volatilite (implied volatility: opsiyon fiyatlar\u0131na yans\u0131yan, piyasan\u0131n bekledi\u011fi oynakl\u0131k) olur. \u00d6n\u00fcm\u00fczdeki haftalarda VIX endeksinde (VIX: ABD hisse piyasas\u0131nda \u201ckorku endeksi\u201d olarak bilinen, beklenen volatilite g\u00f6stergesi) 14 civar\u0131ndaki d\u00fc\u015f\u00fck seviyelerden yukar\u0131 y\u00f6nl\u00fc sert hareket g\u00f6r\u00fclebilir. Oynakl\u0131k art\u0131\u015f\u0131ndan fayda sa\u011flayan stratejiler, \u00f6rne\u011fin long straddle (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m+sat\u0131m opsiyonu almak) veya strangle (ayn\u0131 vadede farkl\u0131 kullan\u0131m fiyatl\u0131 al\u0131m+sat\u0131m opsiyonu almak) gibi yap\u0131lar, endeksler \u00fczerinde de\u011ferlendirilebilir.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Son dakika: \u0130ran, ABD\u2019ye mesaj iddialar\u0131n\u0131 yalanlay\u0131p uzun sava\u015fa haz\u0131r oldu\u011funu a\u00e7\u0131klad\u0131. Piyasalar risk modunda: alt\u0131n %0,78, WTI %2,6 y\u00fckseldi; volatilite, enflasyon ve Fed bask\u0131s\u0131 artabilir.<\/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-48143","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\/48143","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=48143"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48143\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}