{"id":48938,"date":"2026-06-16T20:04:25","date_gmt":"2026-06-16T20:04:25","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/bojnin-faizi-1e-yukseltmesi-yen-gorunumunu-guclendirirken-rba-faizi-sabit-tutuyor-ve-teknoloji-rallisi-suruyor\/"},"modified":"2026-06-16T20:04:25","modified_gmt":"2026-06-16T20:04:25","slug":"bojnin-faizi-1e-yukseltmesi-yen-gorunumunu-guclendirirken-rba-faizi-sabit-tutuyor-ve-teknoloji-rallisi-suruyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/bojnin-faizi-1e-yukseltmesi-yen-gorunumunu-guclendirirken-rba-faizi-sabit-tutuyor-ve-teknoloji-rallisi-suruyor\/","title":{"rendered":"BoJ\u2019nin faizi %1\u2019e y\u00fckseltmesi yen g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc g\u00fc\u00e7lendirirken, RBA faizi sabit tutuyor ve teknoloji rallisi s\u00fcr\u00fcyor"},"content":{"rendered":"<p>Japonya Merkez Bankas\u0131 (BoJ) politika faizini 25 baz puan art\u0131rarak %1,0\u2019a y\u00fckseltti ve Japon Devlet Tahvili (JGB) al\u0131m program\u0131n\u0131 kademeli olarak azaltmay\u0131 s\u00fcrd\u00fcrece\u011fini yineledi. Man\u015fet T\u00dcFE so\u011fumu\u015f olsa da politika yap\u0131c\u0131lar \u00e7ekirdek\/enflasyon dinamiklerine g\u00fcven sinyali verirken, dikkat politika patikas\u0131na ve bilan\u00e7o normalle\u015fmesinin h\u0131z\u0131na odaklanm\u0131\u015f durumda.<\/p>\n<p>Di\u011fer tarafta, Avustralya Merkez Bankas\u0131 (RBA) faizleri %4,35\u2019te sabit b\u0131rakt\u0131 ancak s\u0131k\u0131la\u015ft\u0131rma e\u011filimini korudu. Piyasan\u0131n oda\u011f\u0131 merkez bankas\u0131 mesajlar\u0131nda kal\u0131rken, risk i\u015ftah\u0131 Orta Do\u011fu\u2019da gerileyen tansiyon ve yapay zek\u00e2 temas\u0131yla ba\u011flant\u0131l\u0131 s\u00fcren iyimserlikle de destek buldu.<\/p>\n<h3>Merkez Bankas\u0131 Politikalar\u0131ndaki Ayr\u0131\u015fman\u0131n S\u00fcr\u00fckledi\u011fi D\u00f6viz ve Faiz F\u0131rsatlar\u0131<\/h3>\n<p>BoJ\u2019un \u015fahin y\u00f6ne d\u00f6n\u00fc\u015f\u00fcn\u00fcn d\u00f6viz piyasalar\u0131nda net bir f\u0131rsat yaratt\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcndeyiz. Politika faizi art\u0131k %1,0 seviyesinde ve JGB al\u0131mlar\u0131 azalt\u0131l\u0131rken, \u00f6n\u00fcm\u00fczdeki haftalarda daha g\u00fc\u00e7l\u00fc bir yen senaryosuna pozisyon al\u0131yoruz. Yen\/dolar paritesi 170 seviyesine yak\u0131n seyrediyordu; ancak Japonya\u2019da son bahar \u00fccret art\u0131\u015flar\u0131n\u0131n 30 y\u0131l\u0131n zirvesi olan %5\u2019in \u00fczerine \u00e7\u0131kmas\u0131yla desteklenen bu kararl\u0131 politika de\u011fi\u015fimi, yene anlaml\u0131 bir destek sa\u011flayabilir.<\/p>\n<p>Merkez bankas\u0131 politikalar\u0131ndaki ayr\u0131\u015fman\u0131n b\u00fcy\u00fcmesi, faiz oynakl\u0131\u011f\u0131nda art\u0131\u015f\u0131n yak\u0131n oldu\u011funa i\u015faret ediyor. BoJ s\u0131k\u0131la\u015ft\u0131rmaya giderken, Avustralya\u2019da RBA 2026 1. \u00e7eyrek enflasyon verisinin beklentilerin \u00fczerinde %4,5 gelmesinin ard\u0131ndan s\u0131k\u0131la\u015ft\u0131rma e\u011filimini koruyarak sabit duru\u015funu s\u00fcrd\u00fcr\u00fcyor. Bu nedenle k\u00fcresel faizlerde belirli bir y\u00f6n bahsine girmek yerine, olas\u0131 sert hareketlerden faydalanmak amac\u0131yla devlet tahvili vadeli i\u015flemleri \u00fczerinde opsiyonlara bak\u0131yoruz.<\/p>\n<h3>Piyasa Oynakl\u0131\u011f\u0131na Ra\u011fmen Teknoloji Hisselerinde Momentum Korunuyor<\/h3>\n<p>Faiz piyasalar\u0131ndaki t\u00fcrb\u00fclansa kar\u015f\u0131n, teknoloji odakl\u0131 hisselerde g\u00fcc\u00fcn devam etti\u011fini g\u00f6r\u00fcyoruz. Yapay zek\u00e2 kaynakl\u0131 iyimserlik Nasdaq 100 endeksini 22.000\u2019in \u00fczerindeki yeni zirvelere ta\u015f\u0131rken, Orta Do\u011fu\u2019da tansiyonun d\u00fc\u015fmesiyle daha geni\u015f risk i\u015ftah\u0131 da sa\u011fl\u0131kl\u0131 kal\u0131yor. Kal\u0131c\u0131 y\u00fckseli\u015f e\u011filiminden yararlanarak prim toplamak i\u00e7in teknoloji endekslerinde \u201cout-of-the-money\u201d put opsiyonlar\u0131 satmay\u0131 de\u011ferlendiriyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u015eahin BoJ s\u00fcrprizi: faiz %1\u2019e \u00e7\u0131kt\u0131, tahvil al\u0131mlar\u0131 k\u0131s\u0131l\u0131yor; yen g\u00fc\u00e7lenebilir. RBA %4,35\u2019te \u015fahin kald\u0131. Ayr\u0131\u015fma faiz oynakl\u0131\u011f\u0131n\u0131 art\u0131r\u0131r. Nasdaq 100 yapay zek\u00e2 r\u00fczg\u00e2r\u0131yla yeni zirvelerde.<\/p>\n","protected":false},"author":87,"featured_media":47692,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48938","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\/48938","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=48938"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48938\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47692"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48938"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48938"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}