{"id":49546,"date":"2026-06-09T06:06:20","date_gmt":"2026-06-09T06:06:20","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/usd-cad-orta-dogudaki-ateskesin-dolar-talebini-sogutmasiyla-gerilerken-boc-fed-ayrismasi-pariteyi-destekliyor\/"},"modified":"2026-06-09T06:06:20","modified_gmt":"2026-06-09T06:06:20","slug":"usd-cad-orta-dogudaki-ateskesin-dolar-talebini-sogutmasiyla-gerilerken-boc-fed-ayrismasi-pariteyi-destekliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/usd-cad-orta-dogudaki-ateskesin-dolar-talebini-sogutmasiyla-gerilerken-boc-fed-ayrismasi-pariteyi-destekliyor\/","title":{"rendered":"USD\/CAD, Orta Do\u011fu\u2019daki ate\u015fkesin dolar talebini so\u011futmas\u0131yla gerilerken BoC-Fed ayr\u0131\u015fmas\u0131 pariteyi destekliyor"},"content":{"rendered":"

USD\/CAD Sal\u0131 g\u00fcnk\u00fc Asya seans\u0131nda geriledi ve pariteyi Mart sonundan bu yana en y\u00fcksek seviyesine ta\u015f\u0131yan Pazartesi g\u00fcnk\u00fc y\u00fckseli\u015fin bir k\u0131sm\u0131n\u0131 geri verdi. Parite 1,3900\u2019lerin orta b\u00f6lgesinin hemen alt\u0131nda i\u015flem g\u00f6r\u00fcrken, g\u00fcn i\u00e7inde %0,05\u2019ten daha az d\u00fc\u015f\u00fc\u015f kaydetti; sat\u0131\u015f bask\u0131s\u0131 ise ivme kazanamad\u0131.<\/p>\n

\u0130ran ve \u0130srail Pazartesi g\u00fcn\u00fc sald\u0131r\u0131lar\u0131 durdurduklar\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu geli\u015fme risk i\u015ftah\u0131n\u0131 iyile\u015ftirerek g\u00fcvenli liman niteli\u011findeki ABD Dolar\u0131\u2019n\u0131 iki ay\u0131n zirvesinden geri \u00e7ekti. Ayn\u0131 zamanda jeopolitik risklerin azalmas\u0131 ham petrol fiyatlar\u0131 \u00fczerinde bask\u0131 yaratt\u0131; bu t\u00fcr bir hareket genellikle emtiaya ba\u011fl\u0131 Kanada dolar\u0131n\u0131 zay\u0131flat\u0131r ve USD\/CAD\u2019de a\u015fa\u011f\u0131 y\u00f6n\u00fc s\u0131n\u0131rlamaya yard\u0131mc\u0131 olur. \u00d6te yandan iyimserlik, Tahran\u2019\u0131n n\u00fckleer program\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131 konusunda ABD-\u0130ran anla\u015fmazl\u0131klar\u0131yla s\u0131n\u0131rl\u0131 kald\u0131. Ayr\u0131ca \u015fahin Fed fiyatlamas\u0131 da dolar\u0131n zay\u0131flamas\u0131n\u0131 k\u0131s\u0131tlad\u0131; piyasalar 2026\u2019da Fed faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 %70\u2019in \u00fczerinde g\u00f6r\u00fcyor. Bu g\u00f6r\u00fc\u015f, Cuma g\u00fcnk\u00fc g\u00fc\u00e7l\u00fc ABD istihdam verileriyle de peki\u015fti. Odak, \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak May\u0131s ABD T\u00dcFE ve Per\u015fembe g\u00fcn\u00fc \u00dcFE verilerinin yan\u0131 s\u0131ra Ortado\u011fu geli\u015fmeleri ve petrol fiyatlar\u0131ndaki oynakl\u0131\u011fa \u00e7evrildi.<\/p>\n

Para Politikas\u0131 Ayr\u0131\u015fmas\u0131 ve Ekonomik Veriler<\/h3>\n

Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) ge\u00e7en hafta beklentilere paralel 25 baz puanl\u0131k faiz indirimi sonras\u0131 USD\/CAD paritesinin 1,3750 seviyesi civar\u0131nda konsolide oldu\u011funu g\u00f6r\u00fcyoruz. Fed\u2019in s\u0131k\u0131 duru\u015funu korumas\u0131 ile ortaya \u00e7\u0131kan bu para politikas\u0131 ayr\u0131\u015fmas\u0131, parite i\u00e7in temel bir destek unsuru olu\u015fturuyor. Son istihdam verileri de bunu teyit etti: ABD tar\u0131m d\u0131\u015f\u0131 istihdam 285 bin ile beklentileri a\u015farken, Kanada\u2019da i\u015fsizlik oran\u0131 %6,3\u2019e y\u00fckseldi.<\/p>\n

WTI, OPEC+\u2019\u0131n \u00fcretim kesintilerini uzatma karar\u0131n\u0131n ard\u0131ndan varil ba\u015f\u0131na 80 dolar\u0131n \u00fczerinde istikrarl\u0131 seyrederken, ham petrol fiyatlar\u0131 emtiaya ba\u011fl\u0131 Kanada dolar\u0131na bir taban sa\u011fl\u0131yor. Ancak G\u00fcney \u00c7in Denizi\u2019ndeki s\u00fcregelen ticaret gerilimlerinin besledi\u011fi kal\u0131c\u0131 riskten ka\u00e7\u0131\u015f (risk-off) e\u011filimi bu deste\u011fi dengeliyor. Bu ortam g\u00fcvenli liman ABD dolar\u0131n\u0131 desteklemeye devam ederek USD\/CAD\u2019de belirgin bir a\u015fa\u011f\u0131 y\u00f6n\u00fc s\u0131n\u0131rl\u0131yor.<\/p>\n

G\u00f6r\u00fcn\u00fcm ve \u0130\u015flem Stratejileri<\/h3>\n

\u0130leriye d\u00f6n\u00fck olarak Kanada dolar\u0131na kar\u015f\u0131 ABD dolar\u0131nda g\u00fc\u00e7lenmenin s\u00fcrmesine y\u00f6nelik pozisyon al\u0131yoruz. May\u0131s ay\u0131na ili\u015fkin son ABD T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisi y\u0131ll\u0131k bazda %3,5 ile bir miktar y\u00fcksek geldi ve Fed\u2019in faiz indirimine acele etmeyece\u011fi g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc g\u00fc\u00e7lendirdi. USD\/CAD\u2019de \u00f6n\u00fcm\u00fczdeki 4-6 hafta vadeli al\u0131m (call) opsiyonlar\u0131n\u0131n, 1,3800 seviyesine do\u011fru bir hareket i\u00e7in cazip bir risk-getiri profili sundu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

2015-2016 d\u00f6nemine benzer para politikas\u0131 ayr\u0131\u015fmas\u0131 s\u00fcre\u00e7leri tarihsel olarak kal\u0131c\u0131 trendler \u00fcretmi\u015fti; bu kal\u0131b\u0131n yeniden olu\u015fmas\u0131n\u0131 bekliyoruz. Merkez bankas\u0131 g\u00f6r\u00fcn\u00fcmlerindeki farkl\u0131la\u015fman\u0131n olu\u015fturdu\u011fu g\u00fc\u00e7l\u00fc destek nedeniyle, prim toplamak amac\u0131yla k\u0131sa vadeli sat\u0131m (put) opsiyonlar\u0131 satmak da bir strateji olabilir. \u0130\u015flem yapanlar\u0131n ekonomik dayan\u0131kl\u0131l\u0131\u011f\u0131n teyidi i\u00e7in yakla\u015fan ABD perakende sat\u0131\u015f verilerini yak\u0131ndan takip etmesi gerekiyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

USD\/CAD Asya\u2019da hafif geri \u00e7ekilse de g\u00f6r\u00fcn\u00fcm yukar\u0131: ate\u015fkes dolar talebini azalt\u0131rken petrol d\u00fc\u015f\u00fc\u015f\u00fc CAD\u2019i bask\u0131l\u0131yor. \u015eahin Fed\u2013gev\u015feyen BoC ayr\u0131\u015fmas\u0131yla 1,3800 hedefli opsiyon stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47700,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49546","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\/49546","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=49546"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49546\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47700"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}