Euro, sal\u0131 g\u00fcn\u00fc sterlin kar\u015f\u0131s\u0131nda 0,8650 seviyesinin alt\u0131nda kalarak iki seansl\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan zay\u0131f seyrini s\u00fcrd\u00fcrd\u00fc. Eurostat\u2019\u0131n \u00f6nc\u00fc verisine g\u00f6re Euro B\u00f6lgesi HICP enflasyonu may\u0131sta y\u0131ll\u0131k bazda %3,2\u2019ye y\u00fckselerek nisanda %3,0 olan seviyenin \u00fczerine \u00e7\u0131kt\u0131. \u00c7ekirdek HICP ise %2,2\u2019den %2,5\u2019e y\u00fckselerek %2,4\u2019l\u00fck beklentiyi a\u015ft\u0131. Piyasalar ECB\u2019nin gelecek hafta ad\u0131m ataca\u011f\u0131n\u0131 fiyatlamay\u0131 s\u00fcrd\u00fcr\u00fcrken, veriler faiz g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc kayda de\u011fer bi\u00e7imde de\u011fi\u015ftirmedi.<\/p>\n
Sterlin, Ba\u015fbakan Keir Starmer\u2019\u0131n may\u0131s yerel se\u00e7im sonu\u00e7lar\u0131n\u0131n ard\u0131ndan gelen istifa \u00e7a\u011fr\u0131lar\u0131na direnmesiyle i\u00e7 siyasette istikrar alg\u0131s\u0131n\u0131n artmas\u0131 sonucu daha g\u00fc\u00e7l\u00fc seyretti. Birle\u015fik Krall\u0131k kredi verileri kar\u0131\u015f\u0131k geldi: T\u00fcketici kredisi nisanda yukar\u0131 y\u00f6nl\u00fc revize edilen 1,90 milyar sterlinden 1,86 milyar sterline geriledi. Buna kar\u015f\u0131n mortgage onaylar\u0131 63,97 binden 65,94 bine \u00e7\u0131karak s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015f beklentilerine ters y\u00f6nde hareket etti. Bireylere net kredi 8,7 milyar sterlinden 6,2 milyar sterline gerilerken, sterlinin veri sonras\u0131 tepkisi s\u0131n\u0131rl\u0131 kald\u0131.<\/p>\n
—<\/p>\n
Euro, \u0130ngiliz Sterlini kar\u015f\u0131s\u0131nda zay\u0131f g\u00f6r\u00fcn\u00fcyor ve 0,8650 seviyesinin \u00fczerine \u00e7\u0131kmakta zorlan\u0131yor. Euro B\u00f6lgesi enflasyonu h\u0131zlansa da piyasa, Avrupa Merkez Bankas\u0131\u2019ndan (ECB) gelecek hafta 25 baz puanl\u0131k bir faiz art\u0131\u015f\u0131n\u0131 zaten tamamen fiyatlam\u0131\u015f durumda. Bu nedenle s\u00f6z konusu haber ak\u0131\u015f\u0131 Euro\u2019ya yeni bir ivme kazand\u0131rmad\u0131.<\/p>\n
Birle\u015fik Krall\u0131k ile Euro B\u00f6lgesi aras\u0131ndaki faiz fark\u0131n\u0131, Sterlin\u2019i destekleyen temel unsurlardan biri olarak g\u00f6r\u00fcyoruz. Haziran 2026 ba\u015f\u0131 itibar\u0131yla \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n politika faizi %5,25 seviyesinde ve ECB\u2019nin %4,00\u2019l\u00fck faizinin belirgin \u015fekilde \u00fczerinde; beklenen ECB art\u0131\u015f\u0131 ger\u00e7ekle\u015fse bile bu fark Sterlin ta\u015f\u0131yan yat\u0131r\u0131mc\u0131lar i\u00e7in cazip kalmaya devam edecek. Y\u0131ll\u0131k bazda %5,5\u2019in \u00fczerinde seyreden ve Euro B\u00f6lgesi\u2019ne k\u0131yasla daha s\u0131cak olan Birle\u015fik Krall\u0131k \u00fccret art\u0131\u015f\u0131 da BoE\u2019ye faizleri daha uzun s\u00fcre y\u00fcksek tutmak i\u00e7in gerek\u00e7e sa\u011fl\u0131yor.<\/p>\n
—<\/p>\n
Birle\u015fik Krall\u0131k\u2019ta siyasi istikrar da Sterlin\u2019e destek oluyor; Ba\u015fbakan Keir Starmer liderli\u011findeki h\u00fck\u00fcmetin son d\u00f6nemdeki zorluklar\u0131 atlatt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Bu durum belirsizli\u011fi azalt\u0131rken, piyasalar genelde bunu daha g\u00fc\u00e7l\u00fc bir para birimiyle \u00f6d\u00fcllendiriyor. Birle\u015fik Krall\u0131k ekonomisi de belirli bir dayan\u0131kl\u0131l\u0131k sergiliyor; mortgage onaylar\u0131n\u0131n beklentileri a\u015fmas\u0131, konut piyasas\u0131nda istikrara i\u015faret ediyor.<\/p>\n
Bu arka plan \u0131\u015f\u0131\u011f\u0131nda, \u00f6n\u00fcm\u00fczdeki haftalarda EUR\/GBP\u2019de ilave zay\u0131fl\u0131\u011fa y\u00f6nelik pozisyon alman\u0131n anlaml\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131, Euro\u2019nun Sterlin kar\u015f\u0131s\u0131nda put opsiyonlar\u0131n\u0131 sat\u0131n almay\u0131 de\u011ferlendirebilir. Bu strateji, kurda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir hareketten faydalanmay\u0131 sa\u011flarken azami riski net bi\u00e7imde tan\u0131mlar.<\/p>\n
Tarihsel olarak, faiz farklar\u0131n\u0131n a\u00e7\u0131ld\u0131\u011f\u0131 d\u00f6nemler EUR\/GBP paritesini \u00e7o\u011funlukla a\u015fa\u011f\u0131 \u00e7ekti. 0,8500 seviyesinin alt\u0131na bir k\u0131r\u0131lma, ge\u00e7mi\u015fte daha belirgin bir geri \u00e7ekilmenin \u00f6n\u00fcn\u00fc a\u00e7t\u0131. ECB\u2019nin yakla\u015fan toplant\u0131s\u0131n\u0131n bu art\u0131\u015f\u0131n bir s\u00fcre i\u00e7in son art\u0131\u015flardan biri olabilece\u011fine i\u015faret etmesi halinde, bunu olas\u0131 bir hedef olarak g\u00f6r\u00fcyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
Euro, GBP kar\u015f\u0131s\u0131nda 0,8650 alt\u0131nda zay\u0131f: Enflasyon s\u00fcrprizi ECB fiyatlamas\u0131n\u0131 bozmad\u0131. Starmer etkisi ve faiz fark\u0131 Sterlin\u2019i destekliyor. EUR\/GBP\u2019de 0,8500 k\u0131r\u0131l\u0131rsa sat\u0131\u015flar h\u0131zlanabilir.<\/p>\n","protected":false},"author":87,"featured_media":47807,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49269","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\/49269","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=49269"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49269\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47807"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49269"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49269"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}