{"id":48804,"date":"2026-06-15T13:05:52","date_gmt":"2026-06-15T13:05:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/bbh-siyasetin-ve-zayif-birlesik-krallik-buyumesinin-sterlini-baskilamasiyla-boenin-faizleri-sabit-tutmasini-bekliyor\/"},"modified":"2026-06-15T13:05:52","modified_gmt":"2026-06-15T13:05:52","slug":"bbh-siyasetin-ve-zayif-birlesik-krallik-buyumesinin-sterlini-baskilamasiyla-boenin-faizleri-sabit-tutmasini-bekliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/bbh-siyasetin-ve-zayif-birlesik-krallik-buyumesinin-sterlini-baskilamasiyla-boenin-faizleri-sabit-tutmasini-bekliyor\/","title":{"rendered":"BBH, siyasetin ve zay\u0131f Birle\u015fik Krall\u0131k b\u00fcy\u00fcmesinin sterlini bask\u0131lamas\u0131yla BoE\u2019nin faizleri sabit tutmas\u0131n\u0131 bekliyor"},"content":{"rendered":"<p>Brown Brothers Harriman, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) Banka Faizi\u2019ni d\u00f6rd\u00fcnc\u00fc toplant\u0131da \u00fcst \u00fcste %3,75 seviyesinde b\u0131rakmas\u0131n\u0131 ve 30 Nisan\u2019daki 8\u20131\u2019e k\u0131yasla 7\u20132\u2019lik bir oy da\u011f\u0131l\u0131m\u0131 olu\u015fmas\u0131n\u0131 bekliyor. Kurum, Megan Greene\u2019in 25 baz puanl\u0131k art\u0131\u015f\u0131 destekleyen Huw Pill\u2019e kat\u0131laca\u011f\u0131n\u0131, piyasalar\u0131n da bu y\u00f6ndeki ilk art\u0131\u015f\u0131 Kas\u0131m i\u00e7in tamamen fiyatlad\u0131\u011f\u0131n\u0131 belirtiyor. \u015eirketin tahminine g\u00f6re GBP\/USD 1,3100\u2019a gerileyecek; bu beklenti, ABD\u2019nin Birle\u015fik Krall\u0131k\u2019a k\u0131yasla daha g\u00fc\u00e7l\u00fc bir b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne dayan\u0131yor.<\/p>\n<p>Sterlin i\u00e7in yak\u0131n vadeli risk olarak siyaset de \u00f6ne \u00e7\u0131kar\u0131l\u0131yor. Per\u015fembe g\u00fcn\u00fc yap\u0131lacak Makerfield ara se\u00e7imi bir \u201colay riski\u201d olarak g\u00f6sterilirken, anketlerin Andy Burnham\u2019\u0131 Reform UK\u2019ye kar\u015f\u0131 3 ila 12 puan \u00f6nde g\u00f6sterdi\u011fi belirtiliyor. \u00c7izilen senaryo; Burnham\u2019\u0131n parlamentoya d\u00f6n\u00fc\u015f\u00fcn\u00fc ve Ba\u015fbakan Keir Starmer\u2019a y\u00f6nelik olas\u0131 bir liderlik meydan okumas\u0131n\u0131 i\u00e7eriyor. Burnham liderli\u011findeki bir \u0130\u015f\u00e7i Partisi h\u00fck\u00fcmeti ise daha y\u00fcksek harcama ve bor\u00e7lanma ile Birle\u015fik Krall\u0131k\u2019\u0131n mali inand\u0131r\u0131c\u0131l\u0131\u011f\u0131nda bozulma riskiyle ili\u015fkilendiriliyor.<\/p>\n<h3>Birle\u015fik Krall\u0131k G\u00f6r\u00fcn\u00fcm\u00fc ve Politika Zorluklar\u0131<\/h3>\n<p>May\u0131s ay\u0131na ili\u015fkin son T\u00dcFE verisinin inat\u00e7\u0131 bi\u00e7imde %3,1 seviyesinde gelmesi ve %2 hedefinin h\u00e2l\u00e2 belirgin \u015fekilde \u00fczerinde kalmas\u0131 nedeniyle, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n bir sonraki toplant\u0131s\u0131nda politika faizini %4,75\u2019te sabit tutmas\u0131n\u0131 bekliyoruz. Enflasyonla m\u00fccadelenin s\u00fcrmesi, dura\u011fan ekonomik b\u00fcy\u00fcmeyle ayn\u0131 d\u00f6neme denk geliyor; bunun Sterlin a\u00e7\u0131s\u0131ndan temelde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir kombinasyon oldu\u011fu kanaatindeyiz. Bug\u00fcnk\u00fc ortam, Banka\u2019n\u0131n yava\u015flayan bir ekonomiye ra\u011fmen para politikas\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131rmak zorunda kald\u0131\u011f\u0131 2023-2024 d\u00f6nemindeki zorlu s\u00fcreci and\u0131r\u0131yor.<\/p>\n<p>Zay\u0131f Birle\u015fik Krall\u0131k g\u00f6r\u00fcn\u00fcm\u00fc, ABD ekonomisinin daha diren\u00e7li seyretti\u011fi tabloyla keskin bir tezat olu\u015fturuyor. ABD\u2019de 1\u00c7 GSYH b\u00fcy\u00fcmesi yak\u0131n zamanda %2,2\u2019ye revize edilirken, Birle\u015fik Krall\u0131k b\u00fcy\u00fcmesi yaln\u0131zca %0,2 ile c\u0131l\u0131z kald\u0131. Bu nedenle, h\u00e2lihaz\u0131rda 1,2550 civar\u0131nda i\u015flem g\u00f6ren GBP\/USD\u2019nin \u00f6n\u00fcm\u00fczdeki \u00e7eyrekte 1,2200 hedefimize do\u011fru gerilemesini bekliyoruz. S\u00fcregelen faiz fark\u0131 ve b\u00fcy\u00fcme ayr\u0131\u015fmas\u0131n\u0131n parite \u00fczerinde bask\u0131 kurmas\u0131 muhtemel.<\/p>\n<h3>Siyasi Riskler ve GBP\/USD Stratejisi<\/h3>\n<p>Siyasi riskler de yeniden g\u00fcndeme geliyor ve Sterlin\u2019deki olas\u0131 d\u00fc\u015f\u00fc\u015f\u00fc h\u0131zland\u0131rabilir. Sonbahar B\u00fct\u00e7e Bildirimi (Autumn Statement) \u00f6ncesinde h\u00fck\u00fcmet b\u00fct\u00e7esi \u00fczerindeki artan bask\u0131, \u00f6zellikle bor\u00e7lanma maliyetleri y\u00fcksek seyrederken Birle\u015fik Krall\u0131k\u2019\u0131n mali inand\u0131r\u0131c\u0131l\u0131\u011f\u0131na y\u00f6nelik endi\u015feleri art\u0131r\u0131yor. Artan harcamaya veya finansman\u0131 net olmayan vergi indirimlerine i\u015faret eden her t\u00fcrl\u00fc sinyalin piyasalar taraf\u0131ndan olumsuz fiyatlanmas\u0131 beklenir.<\/p>\n<p>Bu arka plan \u00e7er\u00e7evesinde, \u00f6n\u00fcm\u00fczdeki haftalarda Sterlin\u2019in zay\u0131flamas\u0131na y\u00f6nelik pozisyon al\u0131m\u0131nda f\u0131rsatlar g\u00f6r\u00fcyoruz. Bu g\u00f6r\u00fc\u015f\u00fc riski y\u00f6neterek ifade etmek i\u00e7in GBP\/USD sat\u0131m (put) opsiyonlar\u0131 al\u0131m\u0131n\u0131 temkinli bir strateji olarak de\u011ferlendiriyoruz. Yat\u0131r\u0131mc\u0131lar, olas\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketten yararlanmak amac\u0131yla kullan\u0131m fiyat\u0131 1,2300 civar\u0131nda olan ve vadesi Eyl\u00fcl sonuna denk gelen put opsiyonlar\u0131n\u0131 d\u00fc\u015f\u00fcnebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>BoE faizi sabit tutarken oy da\u011f\u0131l\u0131m\u0131 \u015fahinle\u015fiyor; Kas\u0131m\u2019da ilk art\u0131\u015f fiyatlan\u0131yor. Ancak zay\u0131f b\u00fcy\u00fcme, y\u00fcksek enflasyon ve ara se\u00e7im riski Sterlin\u2019i bask\u0131lay\u0131p GBP\/USD\u2019yi a\u015fa\u011f\u0131 \u00e7ekebilir.<\/p>\n","protected":false},"author":87,"featured_media":47767,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48804","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\/48804","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=48804"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48804\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47767"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48804"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48804"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}