NZD\/USD, \u00e7ar\u015famba g\u00fcn\u00fc erken Avrupa i\u015flemlerinde 0,5910 civar\u0131na gerileyerek Yeni Zelanda Dolar\u0131\u2019ndaki d\u00fc\u015f\u00fc\u015f\u00fc s\u00fcrd\u00fcrd\u00fc. ABD\u2013\u0130ran bar\u0131\u015f anla\u015fmas\u0131na y\u00f6nelik umutlar\u0131n h\u00e2l\u00e2 uzak kalmas\u0131, bask\u0131y\u0131 art\u0131rd\u0131. Sal\u0131 g\u00fcn\u00fc ABD Merkez Komutanl\u0131\u011f\u0131 (CENTCOM), \u0130ran\u2019\u0131n Kuveyt ve Bahreyn\u2019e do\u011fru balistik f\u00fcze f\u0131rlatt\u0131\u011f\u0131n\u0131 ancak hedefleri vuramad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131; ayr\u0131ca ABD ordusunun buna yan\u0131t olarak \u0130ran\u2019\u0131n Ke\u015fm Adas\u0131\u2019nda sald\u0131r\u0131lar d\u00fczenledi\u011fini belirtti. \u0130ran medyas\u0131, Tahran\u2019\u0131n birka\u00e7 g\u00fcnd\u00fcr Washington ile ileti\u015fim kurmad\u0131\u011f\u0131n\u0131 bildirirken, Ba\u015fkan Donald Trump g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. Yenilenen jeopolitik risk, g\u00fcvenli liman talebiyle ABD Dolar\u0131\u2019n\u0131 destekledi.<\/p>\n
\u00c7in\u2019den gelen destek, daha g\u00fc\u00e7l\u00fc verilere ra\u011fmen s\u0131n\u0131rl\u0131 kald\u0131. \u00c7in\u2019de Hizmetler PMI, nisan ay\u0131ndaki 52,6 seviyesinden may\u0131sta 54,4\u2019e y\u00fckselerek 52,3\u2019l\u00fck beklentiyi a\u015ft\u0131; ancak \u00c7in\u2019e duyarl\u0131 \u201cKiwi\u201d ivme kazanamad\u0131. \u00c7ar\u015famba g\u00fcn\u00fcn\u00fcn ilerleyen saatlerinde odak, ABD may\u0131s Hizmetler PMI verisine \u00e7evrilecek. Ard\u0131ndan cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD may\u0131s istihdam verileri, ABD faiz patikas\u0131na ili\u015fkin beklentileri \u015fekillendirebilir; i\u015fg\u00fcc\u00fc piyasas\u0131nda so\u011fuma sinyalleri, Greenback \u00fczerinde bask\u0131 yaratabilir ve paritede a\u015fa\u011f\u0131 y\u00f6n\u00fc s\u0131n\u0131rlayabilir.<\/p>\n
—<\/p>\n
NZD\/USD paritesinin, yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli liman ABD Dolar\u0131\u2019n\u0131 tercih etmesiyle 0,6150 seviyesi civar\u0131nda zorland\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Bu hareketin ana itici g\u00fcc\u00fc, Orta Do\u011fu\u2019da yeniden y\u00fckselen gerilim; bu t\u00fcr d\u00f6nemler genellikle USD talebini art\u0131r\u0131r. Sonu\u00e7 olarak, Yeni Zelanda Dolar\u0131 gibi risk hassasiyeti y\u00fcksek para birimleri a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 alt\u0131nda kal\u0131yor.<\/p>\n
Buna kar\u015f\u0131n, son veriler \u00c7in\u2019de hizmet faaliyetinin g\u00fc\u00e7l\u00fc \u015fekilde geni\u015fledi\u011fine i\u015faret etti; may\u0131s Caixin Hizmetler PMI 54,0\u2019a \u00e7\u0131karak aylard\u0131r g\u00f6r\u00fclmeyen bir seviyeye ula\u015ft\u0131. Normal \u015fartlarda Yeni Zelanda\u2019n\u0131n en b\u00fcy\u00fck ticaret orta\u011f\u0131ndan gelen bu g\u00fc\u00e7l\u00fc veri, Kiwi\u2019yi destekler. NZD\u2019nin buna pozitif tepki vermemesi, piyasada \u015fu anda bask\u0131n teman\u0131n jeopolitik risk oldu\u011funu g\u00f6steriyor.<\/p>\n
—<\/p>\n
ABD Dolar\u0131\u2019na y\u00f6nelik bu odak, may\u0131s ay\u0131na ili\u015fkin beklentileri a\u015fan g\u00fc\u00e7l\u00fc ABD istihdam raporuyla da destekleniyor. Rapora g\u00f6re ekonomi 272.000 yeni istihdam yaratarak tahminlerin belirgin \u015fekilde \u00fczerine \u00e7\u0131kt\u0131. Bu g\u00fc\u00e7l\u00fc i\u015fg\u00fcc\u00fc piyasas\u0131 verisi, Fed\u2019in yak\u0131n vadede faiz indirimi d\u00fc\u015f\u00fcnmesi i\u00e7in \u00e7ok az gerek\u00e7e oldu\u011funa i\u015faret ediyor. Bu da dolar\u0131n di\u011fer para birimleri kar\u015f\u0131s\u0131ndaki g\u00fcc\u00fcn\u00fc peki\u015ftiriyor.<\/p>\n
T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan, Kiwi lehine g\u00fc\u00e7l\u00fc b\u00f6lgesel veriler ile ABD Dolar\u0131\u2019na k\u00fcresel y\u00f6neli\u015f aras\u0131ndaki bu \u00e7at\u0131\u015fma, volatilitenin y\u00fckseldi\u011fi bir d\u00f6neme i\u015faret ediyor. Daha fazla d\u00fc\u015f\u00fc\u015f riskine kar\u015f\u0131 korunmak i\u00e7in NZD\/USD sat\u0131m (put) opsiyonlar\u0131n\u0131n sat\u0131n al\u0131nmas\u0131n\u0131n ihtiyatl\u0131 bir strateji oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Artan belirsizlik, opsiyon primlerini sat\u0131c\u0131lar i\u00e7in daha cazip k\u0131larken, al\u0131c\u0131lar sert bir a\u015fa\u011f\u0131 hareket riskine kar\u015f\u0131 koruma sa\u011flayabilir.<\/p>\n
2022 ba\u015f\u0131na d\u00f6n\u00fcp bak\u0131ld\u0131\u011f\u0131nda, jeopolitik geli\u015fmeler s\u0131ras\u0131nda benzer bir g\u00fcvenli liman aray\u0131\u015f\u0131 ABD Dolar Endeksi\u2019nin (DXY) belirgin \u015fekilde y\u00fckselmesine neden olmu\u015ftu; \u00fcstelik di\u011fer ekonomik g\u00f6stergeler kar\u0131\u015f\u0131k seyrederken bile. K\u0131sa vadede temellerin \u00f6n\u00fcne korkunun ge\u00e7ebilece\u011fi benzer bir desenin yeniden olu\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcyoruz. Bu nedenle, vadeli i\u015flemler veya swaplar yoluyla NZD\/USD\u2019de k\u0131sa (short) pozisyonlar de\u011ferlendirilmelidir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jeopolitik tansiyon t\u0131rman\u0131rken NZD\/USD 0,5910\u2019a geriledi: \u0130ran-ABD belirsizli\u011fi dolar\u0131 g\u00fcvenli liman yapt\u0131. \u00c7in Hizmetler PMI g\u00fc\u00e7l\u00fc kalsa da Kiwi\u2019yi kald\u0131ramad\u0131; g\u00f6zler ABD PMI ve istihdamda.<\/p>\n","protected":false},"author":87,"featured_media":49800,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49319","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\/49319","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=49319"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49319\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49800"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}