ABD Dolar Endeksi (DXY), \u0130ran\u2019\u0131n \u0130srail\u2019e y\u00f6nelik askeri operasyonlar\u0131 sonland\u0131rd\u0131\u011f\u0131na dair haberlerin ard\u0131ndan ABD verileri diren\u00e7li kalmaya devam etse de artan risk i\u015ftah\u0131n\u0131n bask\u0131s\u0131yla 100,00 seviyeleri civar\u0131nda seyretti. EUR\/USD 1,1530 yak\u0131n\u0131nda tutunurken, Sentix Yat\u0131r\u0131mc\u0131 G\u00fcveni endeksinin Haziran\u2019da -16,4\u2019ten -13,4\u2019e y\u00fckselmesiyle Euro B\u00f6lgesi\u2019ndeki hava iyile\u015fti; odak, piyasalar\u0131n bir faiz art\u0131\u015f\u0131n\u0131 daha fiyatlad\u0131\u011f\u0131 Per\u015fembe g\u00fcnk\u00fc Avrupa Merkez Bankas\u0131 (ECB) faiz karar\u0131na \u00e7evrildi. GBP\/USD 1,3340 civar\u0131nda i\u015flem g\u00f6r\u00fcrken, daha yumu\u015fak dolar tonu ve daha istikrarl\u0131 risk alg\u0131s\u0131 pariteyi destekledi; USD\/JPY ise geleneksel g\u00fcvenli limanlara talebin azalmas\u0131na ra\u011fmen Japonya\u2019n\u0131n 1\u00c7 b\u00fcy\u00fcmesinin \u00e7eyreklik %0,5 ve y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f %1,8 gelmesinin yen\u2019e destek sa\u011flamas\u0131yla 160,20 civar\u0131nda sakin kald\u0131.<\/p>\n
AUD\/USD, emtia ba\u011flant\u0131l\u0131 para birimlerine y\u00f6nelik genel al\u0131m i\u015ftah\u0131n\u0131 izleyerek 0,7050\u2019ye do\u011fru y\u00fckseldi. Emtialarda WTI ham petrol varil ba\u015f\u0131na 91,10 dolar civar\u0131nda i\u015flem g\u00f6rerek \u0130ran ba\u015fl\u0131\u011f\u0131n\u0131n k\u0131sa vadeli arz endi\u015fesini azaltmas\u0131yla son dalgalanmalar\u0131n ard\u0131ndan geri \u00e7ekildi; alt\u0131n ise jeopolitik bask\u0131n\u0131n hafiflemesiyle 4.330 dolar civar\u0131nda yatay kald\u0131. Veri takviminde Sal\u0131 \u00c7in T\u00dcFE ve \u00dcFE, \u00c7ar\u015famba ABD T\u00dcFE, Per\u015fembe ECB karar\u0131yla birlikte ABD \u00dcFE ve haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, Cuma ise Birle\u015fik Krall\u0131k GSYH, Almanya nihai T\u00dcFE ve ABD Michigan T\u00fcketici G\u00fcveni endeksi \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
ABD Dolar Endeksi\u2019nin 100,00 seviyesi yak\u0131n\u0131nda \u201cb\u0131\u00e7ak s\u0131rt\u0131nda\u201d bir denge aray\u0131\u015f\u0131nda oldu\u011funu g\u00f6r\u00fcyoruz; g\u00fc\u00e7l\u00fc ABD ekonomisi ile k\u00fcresel risk alg\u0131s\u0131ndaki iyile\u015fme endeksi iki y\u00f6nde \u00e7eki\u015ftiriyor. Orta Do\u011fu\u2019daki k\u0131sa vadeli sakinle\u015fme dolarda bu yumu\u015fakl\u0131\u011fa neden olurken, as\u0131l belirleyicinin yar\u0131n a\u00e7\u0131klanacak ABD T\u00dcFE verisi olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. \u00c7ekirdek enflasyonun son \u00e7eyrekte %3,1\u2019in \u00fczerinde inat\u00e7\u0131 seyrini korudu\u011fu dikkate al\u0131nd\u0131\u011f\u0131nda, y\u00fcksek gelecek bir veri dolar\u0131n h\u0131zl\u0131 bi\u00e7imde g\u00fc\u00e7lenmesini sa\u011flayabilir.<\/p>\n
Euro, olumlu sentiment ile piyasan\u0131n Per\u015fembe g\u00fcn\u00fc ECB\u2019den 25 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131 tamamen fiyatlamas\u0131n\u0131n deste\u011fini buluyor. Yat\u0131r\u0131mc\u0131lara, art\u0131\u015f\u0131n kendisinden ziyade bas\u0131n toplant\u0131s\u0131nda verilecek ileriye d\u00f6n\u00fck y\u00f6nlendirmeye odaklanmalar\u0131n\u0131 \u00f6neriyoruz. Bunun d\u00f6ng\u00fcde \u201cson art\u0131\u015f\u201d olabilece\u011fine y\u00f6nelik bir sinyal, Euro\u2019daki y\u00fckseli\u015fi 1,1550 diren\u00e7 b\u00f6lgesi civar\u0131nda s\u0131n\u0131rlayabilir.<\/p>\n
Avustralya Dolar\u0131 ve Sterlin gibi para birimleri, VIX oynakl\u0131k endeksinin yak\u0131n zamanda 14\u2019\u00fcn alt\u0131na inmesiyle de do\u011frulanan bu \u201crisk-on\u201d havas\u0131ndan faydalan\u0131yor. Ancak bu iyimserlik k\u0131r\u0131lgan ve ABD enflasyon verisinin yukar\u0131 y\u00f6nde s\u00fcrpriz yapmamas\u0131na olduk\u00e7a ba\u011f\u0131ml\u0131. Beklentinin \u00fczerinde bir T\u00dcFE, Greenback kar\u015f\u0131s\u0131ndaki bu son kazan\u0131mlar\u0131 tersine \u00e7evirebilir.<\/p>\n
USD\/JPY paritesini yak\u0131ndan izliyoruz; parite 160,20 civar\u0131nda olduk\u00e7a y\u00fcksek seviyelerde tutunuyor. Japonya\u2019n\u0131n y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f %1,8 b\u00fcy\u00fcmesi yene destek sa\u011flasa da ABD ile b\u00fcy\u00fck faiz fark\u0131 pariteyi yukar\u0131da tutuyor. Tarihsel olarak Japon yetkililer bu seviyelerde uyar\u0131lar vermi\u015fti; bu nedenle, yen\u2019i g\u00fc\u00e7lendirmeye y\u00f6nelik olas\u0131 s\u00f6zl\u00fc y\u00f6nlendirmeye (verbal intervention) haz\u0131rl\u0131kl\u0131 olunmal\u0131.<\/p>\n
WTI ham petrol\u00fcn varil ba\u015f\u0131na 91 dolar civar\u0131na gerilemesi, \u0130ran-\u0130srail geriliminin hafiflemesine do\u011frudan bir tepki niteli\u011finde. Bununla birlikte, ABD Enerji Enformasyon \u0130daresi\u2019nin (EIA) son raporunda stoklarda yaln\u0131zca s\u0131n\u0131rl\u0131 bir art\u0131\u015f g\u00f6r\u00fclmesi talebin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret ediyor; bu y\u00fczden buradan a\u015fa\u011f\u0131 y\u00f6n\u00fcn k\u0131s\u0131tl\u0131 olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Daha b\u00fcy\u00fck riskin, jeopolitik man\u015fetlerin yeniden alevlenmesi halinde fiyatlarda sert bir s\u0131\u00e7rama olmas\u0131 oldu\u011funu de\u011ferlendiriyoruz.<\/p>\n
Alt\u0131n\u0131n 4.330 dolar civar\u0131nda yatay seyri, azalan g\u00fcvenli liman talebi ile yakla\u015fan enflasyon verileri aras\u0131ndaki ikilemi yans\u0131t\u0131yor. G\u00fc\u00e7l\u00fc bir ABD T\u00dcFE verisi, reel faizleri yukar\u0131 \u00e7ekerek getirisi olmayan alt\u0131n\u0131 elde tutmay\u0131 daha az cazip hale getirebilir. Verinin Fed\u2019in \u015fahin duru\u015funu g\u00fc\u00e7lendirmesi halinde 4.250 dolar destek b\u00f6lgesine do\u011fru bir geri \u00e7ekilme potansiyeli g\u00f6r\u00fcyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
Piyasalar \u201crisk-on\u201da d\u00f6nd\u00fc: DXY 100\u2019de bask\u0131lan\u0131rken EUR\/USD 1,1530, GBP\/USD 1,3340. G\u00f6zler ABD T\u00dcFE ve ECB\u2019de. WTI 91$\u2019a, alt\u0131n 4.330$\u2019da; USD\/JPY 160,20\u2019te.<\/p>\n","protected":false},"author":87,"featured_media":47706,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49531","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\/49531","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=49531"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49531\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47706"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}