Sterlin, ABD ile \u0130ran\u2019\u0131n H\u00fcrm\u00fcz \u00e7evresinde kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar ger\u00e7ekle\u015ftirmesiyle \u00c7ar\u015famba g\u00fcnk\u00fc Kuzey Amerika seans\u0131nda de\u011fer kaybetti ve yat\u0131r\u0131mc\u0131lar\u0131n ABD Dolar\u0131\u2019na y\u00f6nelmesine neden oldu. Sterlin %0,28 d\u00fc\u015ferken GBP\/USD, seans i\u00e7i 1,3471 zirvesini g\u00f6rd\u00fckten sonra 1,3426 seviyesinde i\u015flem g\u00f6rd\u00fc. <\/p>\n
Buna paralel olarak, ABD\u2019den gelen veriler i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n sa\u011flam kalmaya devam etti\u011fine i\u015faret etti. \u0130\u015f d\u00fcnyas\u0131 faaliyeti de geni\u015fledi, ancak b\u00fcy\u00fcme h\u0131z\u0131 yava\u015fl\u0131yordu; bu durum, Dolar talebini destekleyen daha geni\u015f makro zemini korurken GBP\/USD \u00fczerinde bask\u0131 olu\u015fturdu.<\/p>\n
Artan jeopolitik gerilimler kar\u015f\u0131s\u0131nda ABD Dolar\u0131\u2019na do\u011fru klasik bir \u201cg\u00fcvenli liman\u201d ka\u00e7\u0131\u015f\u0131 g\u00f6zlemliyoruz; bu da Sterlin \u00fczerinde belirgin bir bask\u0131 yarat\u0131yor. GBP\/USD\u2019nin \u015fu anda 1,2550 civar\u0131nda i\u015flem g\u00f6rmesiyle birlikte, \u00f6n\u00fcm\u00fczdeki haftalarda paritede ilave zay\u0131flama bekliyoruz. Bu tablo, k\u00fcresel belirsizli\u011fin di\u011fer maj\u00f6r para birimleri aleyhine dolar\u0131 do\u011frudan destekledi\u011fi tarihsel d\u00f6nemlerle benzerlik ta\u015f\u0131yor.<\/p>\n
Dolar taraf\u0131ndaki bu g\u00fc\u00e7, ABD ekonomisinin dayan\u0131kl\u0131l\u0131\u011f\u0131yla da peki\u015fiyor. Son may\u0131s istihdam raporu 210 binlik sa\u011fl\u0131kl\u0131 bir istihdam art\u0131\u015f\u0131na i\u015faret ederken i\u015fsizlik oran\u0131 %3,8 ile d\u00fc\u015f\u00fck seviyede kald\u0131. \u00c7ekirdek enflasyonun h\u00e2l\u00e2 %2,7 civar\u0131nda seyretmesi nedeniyle, Fed\u2019in yak\u0131n vadede faiz indirimi yapmas\u0131 olas\u0131 g\u00f6r\u00fcnm\u00fcyor; bu da dolar\u0131 desteklemeyi s\u00fcrd\u00fcr\u00fcyor. Bu ekonomik diren\u00e7, dolara belirgin bir getiri avantaj\u0131 sa\u011fl\u0131yor.<\/p>\n
Buna kar\u015f\u0131l\u0131k, Birle\u015fik Krall\u0131k\u2019ta ekonomik g\u00f6r\u00fcn\u00fcm daha zay\u0131f: \u0130lk \u00e7eyrekte GSYH b\u00fcy\u00fcmesi c\u0131l\u0131z %0,1 seviyesinde kal\u0131rken enflasyon %2,2\u2019ye geriledi. Bu ayr\u0131\u015fma, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) Fed\u2019den \u00f6nce faiz indirimine gitme olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131rarak Sterlin i\u00e7in bir r\u00fczg\u00e2r tersine d\u00f6n\u00fc\u015f\u00fc yarat\u0131yor. Piyasa \u015fu anda a\u011fustosa kadar bir BoE faiz indirimi ihtimalini %60\u2019\u0131n \u00fczerinde fiyatl\u0131yor.<\/p>\n
Bu g\u00f6r\u00fcn\u00fcm do\u011frultusunda, haziran sonu ve temmuz vadeli put opsiyonlar\u0131 sat\u0131n alarak GBP\/USD\u2019de d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir hareket i\u00e7in pozisyon al\u0131yoruz. Bu strateji, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketten faydalanmay\u0131 sa\u011flarken azami riski \u00f6denen primle net bi\u00e7imde s\u0131n\u0131rlar. Ayr\u0131ca, y\u00fckseli\u015f e\u011filimindeki z\u0131mni volatiliteyi de izliyoruz; bu g\u00f6r\u00fcn\u00fcm, piyasan\u0131n daha b\u00fcy\u00fck fiyat dalgalanmalar\u0131n\u0131 fiyatlad\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
H\u00fcrm\u00fcz\u2019de kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131larla g\u00fcvenli liman talebi dolar\u0131 g\u00fc\u00e7lendirirken Sterlin geriledi. ABD verileri g\u00fc\u00e7l\u00fc, Fed indirime uzak; zay\u0131f UK g\u00f6r\u00fcn\u00fcm\u00fc BoE indirimi beklentisiyle GBP\/USD\u2019de d\u00fc\u015f\u00fc\u015fe zemin haz\u0131rl\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47666,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49375","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\/49375","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=49375"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49375\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47666"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49375"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49375"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}