Euro, Cuma g\u00fcn\u00fc sterlin kar\u015f\u0131s\u0131nda erken saatlerdeki kay\u0131plar\u0131n\u0131 azaltt\u0131; EUR\/GBP, 0,8660 civar\u0131ndan toparlanmas\u0131n\u0131n ard\u0131ndan 0,8670 seviyesinde i\u015flem g\u00f6rd\u00fc. Birle\u015fik Krall\u0131k\u2019ta Perakende Sat\u0131\u015flar May\u0131s\u2019ta ayl\u0131k %1,2 artarak %0,5\u2019lik beklentiyi a\u015ft\u0131 ve Nisan\u2019daki %1\u2019lik d\u00fc\u015f\u00fc\u015f\u00fc tersine \u00e7evirdi; akaryak\u0131t hari\u00e7 sat\u0131\u015flar da %0,1\u2019lik daralman\u0131n ard\u0131ndan %1,2 y\u00fckseldi. GBP i\u00e7in bu destek, Kamu Sekt\u00f6r\u00fc Net Bor\u00e7lanmas\u0131\u2019n\u0131n 23,03 milyar GBP\u2019den 23,29 milyar GBP\u2019ye y\u00fckselmesiyle s\u0131n\u0131rl\u0131 kald\u0131; 18,5 milyar GBP\u2019ye gerileme beklentisinin aksine.<\/p>\n
Euro B\u00f6lgesi\u2019nde Almanya \u00dcFE, May\u0131s\u2019ta y\u0131ll\u0131k bazda %1,7\u2019den %2,2\u2019ye h\u0131zland\u0131 ancak %2,5\u2019lik piyasa beklentisinin alt\u0131nda kald\u0131; ayl\u0131k veri %1,2\u2019den %0,3\u2019e geriledi. BoE Per\u015fembe g\u00fcn\u00fc faizi 3,75\u2019te sabit tutarken iki politika yap\u0131c\u0131 25 baz puanl\u0131k art\u0131\u015ftan yana oy kulland\u0131; ayr\u0131ca y\u0131l\u0131n geri kalan\u0131 i\u00e7in enflasyon tahminlerini a\u015fa\u011f\u0131 \u00e7ekti ve enerji \u015fokuna ili\u015fkin belirsizli\u011fe i\u015faret etti. Birle\u015fik Krall\u0131k siyasetinde de Andrew Burnham\u2019\u0131n Makerfield\u2019da kazanarak parlamentoda sandalye elde etmesi \u00f6ne \u00e7\u0131kt\u0131, ancak kur \u00fczerindeki etkisi s\u0131n\u0131rl\u0131 kald\u0131.<\/p>\n
Euro\u2019nun Sterlin kar\u015f\u0131s\u0131nda bir miktar toparland\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz; EUR\/GBP 0,8490\u2019a do\u011fru y\u00f6neliyor. Bu hareket, k\u0131sa s\u00fcre \u00f6nce ayl\u0131k bazda %2,9 s\u0131\u00e7rayarak t\u00fcketici dayan\u0131kl\u0131l\u0131\u011f\u0131na i\u015faret eden \u00e7ok g\u00fc\u00e7l\u00fc Birle\u015fik Krall\u0131k perakende sat\u0131\u015flar\u0131na ra\u011fmen ger\u00e7ekle\u015fiyor. Ancak bu olumlu haber, 20,5 milyar sterlinle tahminlerin belirgin \u015fekilde \u00fczerinde gelen ve Birle\u015fik Krall\u0131k\u2019\u0131n mali g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin endi\u015feleri art\u0131ran kamu bor\u00e7lanma verilerinin g\u00f6lgesinde kal\u0131yor.<\/p>\n
Bu \u00e7eli\u015fkili veri ak\u0131\u015f\u0131, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131 zor bir denklemin i\u00e7ine sokuyor ve yak\u0131n vadede Sterlin\u2019de oynakl\u0131\u011f\u0131n artmas\u0131na yol a\u00e7abilir. Faizler mevcut d\u00f6ng\u00fc zirvelerinde tutulurken, piyasa faiz indirimlerinin ne zaman ba\u015flayaca\u011f\u0131 konusunda ikiye b\u00f6l\u00fcnm\u00fc\u015f durumda. G\u00fc\u00e7l\u00fc t\u00fcketici talebi ile bask\u0131 alt\u0131ndaki kamu maliyesinin birle\u015fimi, merkez bankas\u0131 y\u00f6nlendirmesini \u00f6ng\u00f6r\u00fclemez k\u0131l\u0131yor; bu da bizim a\u00e7\u0131m\u0131zdan f\u0131rsat yaratabilir.<\/p>\n
Bu arada Euro B\u00f6lgesi\u2019nde tablo daha istikrarl\u0131 g\u00f6r\u00fcn\u00fcyor; bu da Euro\u2019ya destek verebilir. Almanya\u2019da \u00fcretici fiyatlar\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc; son veriler y\u0131ll\u0131k bazda %3,3 gerilemeye i\u015faret ederek enflasyon bask\u0131lar\u0131n\u0131n belirgin \u015fekilde geride kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu durum, Avrupa Merkez Bankas\u0131 i\u00e7in daha net bir patika sunarak, belirsiz Sterlin kar\u015f\u0131s\u0131nda Euro\u2019yu daha \u201cg\u00fcvenli\u201d bir se\u00e7enek haline getirebilir.<\/p>\n
Bu ayr\u0131\u015fma \u0131\u015f\u0131\u011f\u0131nda, \u00f6n\u00fcm\u00fczdeki haftalarda EUR\/GBP paritesinde fiyat dalgalanmalar\u0131n\u0131n artmas\u0131n\u0131 bekliyoruz. Yat\u0131r\u0131mc\u0131lar straddle gibi opsiyon stratejileriyle oynakl\u0131k sat\u0131n almay\u0131 de\u011ferlendirebilir. Bu yakla\u015f\u0131m, zay\u0131f Birle\u015fik Krall\u0131k mali verilerinin mi yoksa g\u00fcvercin bir ECB\u2019nin mi nihayetinde bask\u0131n \u00e7\u0131kaca\u011f\u0131na y\u00f6n tahmini yapmadan, her iki y\u00f6nde de g\u00fc\u00e7l\u00fc bir hareketten getiri elde etmeyi m\u00fcmk\u00fcn k\u0131lar.<\/p>\n","protected":false},"excerpt":{"rendered":"
Sterlin\u2019de g\u00fc\u00e7l\u00fc perakende sat\u0131\u015flara ra\u011fmen artan kamu bor\u00e7lanmas\u0131 moralleri bozdu; BoE\u2019de ayr\u0131\u015fma s\u00fcrerken EUR\/GBP toparland\u0131. Euro B\u00f6lgesi daha istikrarl\u0131; paritede oynakl\u0131k artabilir, opsiyonlar \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47853,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49151","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\/49151","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=49151"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47853"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}