{"id":48566,"date":"2026-06-11T05:06:09","date_gmt":"2026-06-11T05:06:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/aud-usd-cindeki-marj-sikismasinin-emtia-destegini-sinirlamasi-ve-jeopolitik-risklerin-baskisiyla-07000in-altina-geriledi\/"},"modified":"2026-06-11T05:06:09","modified_gmt":"2026-06-11T05:06:09","slug":"aud-usd-cindeki-marj-sikismasinin-emtia-destegini-sinirlamasi-ve-jeopolitik-risklerin-baskisiyla-07000in-altina-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/aud-usd-cindeki-marj-sikismasinin-emtia-destegini-sinirlamasi-ve-jeopolitik-risklerin-baskisiyla-07000in-altina-geriledi\/","title":{"rendered":"AUD\/USD, \u00c7in\u2019deki marj s\u0131k\u0131\u015fmas\u0131n\u0131n emtia deste\u011fini s\u0131n\u0131rlamas\u0131 ve jeopolitik risklerin bask\u0131s\u0131yla 0,7000\u2019in alt\u0131na geriledi"},"content":{"rendered":"

AUD\/USD, ABD \u00e7ekirdek T\u00dcFE\u2019nin beklentilerden daha \u0131l\u0131ml\u0131 gelmesi sonras\u0131 ilk etapta y\u00fckseldi; ancak 0,7050 \u00f6ncesinde ivme kaybetti ve ABD seans\u0131 boyunca gerileyerek 0,7000\u2019in hemen alt\u0131nda kapand\u0131. Bu, Nisan\u2019dan bu yana en zay\u0131f kapan\u0131\u015f olurken, May\u0131s zirvesinin neredeyse 300 pip alt\u0131nda ger\u00e7ekle\u015fti. Washington\u2019un \u0130ran\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131 yeniden ba\u015flatma tehdidi g\u00fcn\u00fcn ilerleyen saatlerinde risk i\u015ftah\u0131n\u0131 bozdu; bununla birlikte, daha erken saatlerde \u00c7in\u2019den gelen veriler, daha y\u00fcksek enerji maliyetlerinin t\u00fcketiciye yans\u0131t\u0131lmak yerine \u015firket k\u00e2r marjlar\u0131 \u00fczerinden absorbe edildi\u011fini ima ederek g\u00fcn\u00fcn tonunu belirledi.<\/p>\n

\u00c7in\u2019de T\u00dcFE y\u0131ll\u0131k bazda %1,2 olarak ger\u00e7ekle\u015fti ve ayl\u0131k %0,1 gerilerken, \u00dcFE %3,9\u2019a h\u0131zland\u0131; bu tablo, zay\u0131f talep ortam\u0131nda girdi maliyeti bask\u0131s\u0131na i\u015faret ediyor. Avustralya\u2019n\u0131n LNG ve k\u00f6m\u00fcre olan maruziyeti d\u0131\u015f ticaret hadlerini desteklese de, \u00c7inli \u00fcreticilerin \u00fcretimi ve ithalat\u0131 k\u0131smalar\u0131 durumunda talep riski art\u0131yor; \u00c7in perakende sat\u0131\u015flar\u0131, Sal\u0131 g\u00fcn\u00fc 02:00 GMT\u2019de a\u00e7\u0131klanacak sanayi \u00fcretimi verisi \u00f6ncesinde y\u0131ll\u0131k %0,2 seviyesinde seyrediyordu. Yurti\u00e7inde RBA, May\u0131s\u2019ta sekize kar\u015f\u0131 bir oyla politika faizini %4,35\u2019e y\u00fckseltti; ayl\u0131k T\u00dcFE Mart\u2019ta %4,6 oldu, \u00e7ekirdek enflasyonun bu \u00e7eyrekte %3,9 civar\u0131nda ger\u00e7ekle\u015fmesi bekleniyor ve Per\u015fembe 01:00 GMT \u00f6ncesinde beklentiler %5,6 seviyesinde. Fed %3,50-%3,75 band\u0131nda; teknik seviyelerde 0,6950 destek, 200 g\u00fcnl\u00fck EMA\u2019n\u0131n 0,6900 civar\u0131, 0,7050 yak\u0131n\u0131nda diren\u00e7 ve 50 g\u00fcnl\u00fck EMA\u2019n\u0131n 0,7100\u2019\u00fcn hemen \u00fczeri \u00f6ne \u00e7\u0131k\u0131yor. \u00d6n\u00fcm\u00fczdeki Sal\u0131 02:00 GMT\u2019de \u00c7in verileri, 04:30 GMT\u2019deki RBA karar\u0131 ve bir saat sonraki bas\u0131n toplant\u0131s\u0131 \u00f6ncesinde izlenecek.<\/p>\n

Emtia R\u00fczg\u00e2rlar\u0131 ile \u00c7in\u2019den Gelen Kar\u015f\u0131 R\u00fczg\u00e2rlar<\/h3>\n

Avustralya Dolar\u0131 g\u00fc\u00e7l\u00fc emtia fiyatlar\u0131n\u0131n deste\u011fini arkas\u0131na alm\u0131\u015f durumda; ancak zay\u0131f bir m\u00fc\u015fterinin kar\u015f\u0131 r\u00fczg\u00e2r\u0131na yakalan\u0131yor. Ge\u00e7en haftaki daha yumu\u015fak ABD istihdam verisi sonras\u0131 para biriminde yukar\u0131 y\u00f6nl\u00fc bir s\u0131\u00e7rama g\u00f6rd\u00fck, fakat y\u00fckseli\u015f 0,6720 yak\u0131n\u0131nda t\u0131kand\u0131 ve ard\u0131ndan 0,6650\u2019ye do\u011fru yeniden geri \u00e7ekildi. Bu fiyatlama, k\u00fcresel tarafta destekleyici haber ak\u0131\u015f\u0131 olsa bile, \u201cAussie\u201dnin temel sorununun h\u00e2l\u00e2 en b\u00fcy\u00fck al\u0131c\u0131s\u0131nda oldu\u011funu g\u00f6steriyor.<\/p>\n

Bu sorun, \u00c7in\u2019de devam eden marj s\u0131k\u0131\u015fmas\u0131 ve bunun AUD\u2019nin y\u00fckseli\u015f potansiyelini s\u0131n\u0131rlamas\u0131. May\u0131s 2026\u2019ya ait g\u00fcncel veriler, \u00c7in\u2019de t\u00fcketici fiyatlar\u0131n\u0131n y\u0131ll\u0131k bazda yaln\u0131zca %0,5 artt\u0131\u011f\u0131n\u0131, \u00fcretici fiyatlar\u0131n\u0131n ise %1,5 y\u00fckseldi\u011fini g\u00f6sterdi; bu da fabrika k\u00e2rl\u0131l\u0131\u011f\u0131 \u00fczerindeki bask\u0131y\u0131 \u00f6ne \u00e7\u0131kar\u0131yor. \u00c7inli \u00fcreticiler maliyetleri fiyatlara yans\u0131tamad\u0131\u011f\u0131nda, nihayetinde hammadde sipari\u015flerini k\u0131smaya y\u00f6neliyor; bu da Avustralya ihracat talebi a\u00e7\u0131s\u0131ndan do\u011frudan negatif.<\/p>\n

Bunu anl\u0131k olarak da g\u00f6r\u00fcyoruz: Demir cevheri fiyatlar\u0131 ton ba\u015f\u0131na 115 dolar civar\u0131nda seyrediyor; bu seviye normalde AUD i\u00e7in olduk\u00e7a destekleyici olmal\u0131yd\u0131. Ancak son \u00c7in sanayi \u00fcretimi verileri beklentilerin alt\u0131nda kalarak, talebin y\u00fcksek emtia fiyatlar\u0131n\u0131 absorbe edecek kadar g\u00fc\u00e7l\u00fc olmad\u0131\u011f\u0131n\u0131 teyit etti. \u00d6zetle Avustralya, b\u00fct\u00e7esi s\u0131k\u0131\u015f\u0131k bir m\u00fc\u015fteriye \u201cpremium\u201d \u00fcr\u00fcn sat\u0131yor.<\/p>\n

Yurti\u00e7i G\u00fc\u00e7, D\u0131\u015f Kaynakl\u0131 Zay\u0131fl\u0131kla \u00c7at\u0131\u015f\u0131yor<\/h3>\n

Yurti\u00e7i tarafta tablo \u00e7ok daha g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcyor; bu da durumu daha da can s\u0131k\u0131c\u0131 hale getiriyor. Avustralya Merkez Bankas\u0131 (RBA), \u00e7ekirdek enflasyon %3,2 ile hedef band\u0131n\u0131n belirgin \u00fczerinde kalmaya devam ederken politika faizini %4,10\u2019da tutuyor. Bu \u015fahin duru\u015f normalde para birimi i\u00e7in \u00f6nemli bir destek unsuru olmal\u0131.<\/p>\n

Ancak ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faizi daha y\u00fcksek olan %4,50-%4,75 aral\u0131\u011f\u0131nda tutmas\u0131yla, AUD\u2019nin ge\u00e7mi\u015fte dolar kar\u015f\u0131s\u0131nda sahip oldu\u011fu pozitif faiz avantaj\u0131 ortadan kalkt\u0131. Bu durum, uluslararas\u0131 yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan para birimini al\u0131p elde tutma te\u015fvikini zay\u0131flat\u0131yor. \u015eahin bir RBA ve g\u00fc\u00e7l\u00fc emtia fiyatlar\u0131na dayal\u0131 \u201cbo\u011fa\u201d kurgusu; harcamay\u0131 kesen bir m\u00fc\u015fteri (\u00c7in) ve art\u0131k cazip olmayan bir getiriyle \u00e7arp\u0131\u015f\u0131yor.<\/p>\n

Bu da \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in d\u00fczeltme e\u011filimini g\u00fcndeme getiriyor. \u00c7in makro verilerinde belirgin bir iyile\u015fme olmadan 0,6720 seviyesinin yeniden kazan\u0131lmas\u0131 zor g\u00f6r\u00fcn\u00fcyor. Bunun yerine bu b\u00f6lgeye do\u011fru y\u00fckseli\u015fleri yeni bir zay\u0131fl\u0131k dalgas\u0131na pozisyonlanmak i\u00e7in f\u0131rsat olarak de\u011ferlendiriyoruz; kritik destek ise 0,6580 civar\u0131nda bulunuyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

AUD\/USD, \u0131l\u0131ml\u0131 ABD \u00e7ekirdek T\u00dcFE sonras\u0131 s\u0131\u00e7rad\u0131 ama 0,7050\u2019de solukland\u0131, 0,7000 alt\u0131na indi. \u00c7in\u2019de marj s\u0131k\u0131\u015fmas\u0131 emtia deste\u011fini t\u00f6rp\u00fcl\u00fcyor; g\u00f6zler \u00c7in verileri ve RBA\u2019da.<\/p>\n","protected":false},"author":87,"featured_media":47660,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48566","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\/48566","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=48566"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48566\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47660"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48566"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48566"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}