EUR\/USD Sal\u0131 g\u00fcn\u00fc daha g\u00fc\u00e7l\u00fc i\u015flem g\u00f6rd\u00fc. Orta Do\u011fu\u2019da gerilimin d\u00fc\u015f\u00fcr\u00fclmesine y\u00f6nelik temkinli ad\u0131mlar, ABD Dolar\u0131\u2019na y\u00f6nelik g\u00fcvenli liman talebini azalt\u0131rken, daha yumu\u015fak petrol fiyatlar\u0131 da ithal enerjiye ba\u011f\u0131ml\u0131 Euro B\u00f6lgesi a\u00e7\u0131s\u0131ndan euroyu destekledi. Parite yaz\u0131n\u0131n haz\u0131rland\u0131\u011f\u0131 s\u0131rada 1,1553 civar\u0131nda seyretti; Pazartesi g\u00fcn\u00fc 1,1499 ile iki ay\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fckten sonra toparland\u0131. ABD Ba\u015fkan\u0131 Donald Trump, ABD ile \u0130ran\u2019\u0131n bir anla\u015fmaya yakla\u015ft\u0131\u011f\u0131n\u0131 ve \u0130ran ile \u0130srail\u2019in \u00e7at\u0131\u015fmalar\u0131 durdurma konusunda mutab\u0131k kald\u0131\u011f\u0131n\u0131 s\u00f6yledi; anla\u015fma nihai hale geldi\u011finde H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131laca\u011f\u0131n\u0131 da ekledi.<\/p>\n
K\u00f6rfez\u2019de tansiyon y\u00fcksek kalmay\u0131 s\u00fcrd\u00fcrd\u00fc; \u0130srail\u2019in G\u00fcney L\u00fcbnan\u2019daki operasyonlar\u0131 devam ederken, \u0130ran sald\u0131r\u0131lar s\u00fcrerse \u00e7at\u0131\u015fmalar\u0131n yeniden ba\u015flayabilece\u011fi uyar\u0131s\u0131nda bulundu. Bu durum, ABD Dolar\u0131\u2019ndaki geri \u00e7ekilmelerin s\u0131n\u0131rl\u0131 kalmas\u0131na yard\u0131mc\u0131 oldu. ABD Dolar Endeksi (DXY) 99,89 yak\u0131n\u0131nda, g\u00fcn i\u00e7inde %0,12 d\u00fc\u015f\u00fc\u015fle seyrederken; para birimi \u015fahin Fed beklentilerinden de destek buldu: Piyasalar Eyl\u00fcl kadar erken bir tarihte hamle olas\u0131l\u0131\u011f\u0131 g\u00f6r\u00fcyor ve CME FedWatch Tool\u2019a g\u00f6re 25 baz puanl\u0131k bir art\u0131\u015f ihtimalini yakla\u015f\u0131k %35 olarak fiyatl\u0131yor. Odak, gelecek haftaki Fed toplant\u0131s\u0131 \u00f6ncesinde \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak ABD T\u00dcFE verisine kay\u0131yor; May\u0131s i\u00e7in y\u0131ll\u0131k bazda %4,2 (Nisan: %3,8) tahmin ediliyor. Enflasyonun %2 hedefinden uzak seyretmesine ra\u011fmen, toplant\u0131da faizlerin sabit b\u0131rak\u0131lmas\u0131 bekleniyor. Avrupa\u2019da ise piyasalar Per\u015fembe g\u00fcn\u00fc ECB\u2019den bir faiz art\u0131\u015f\u0131n\u0131 tamamen fiyatlam\u0131\u015f durumda; stagflasyon riskleri nedeniyle verilecek y\u00f6nlendirmeler yak\u0131ndan izlenecek.<\/p>\n
EUR\/USD paritesinin g\u00fc\u00e7 kazand\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz; zira Orta Do\u011fu\u2019daki jeopolitik gerilimlerin hafifledi\u011fine dair i\u015faretler, piyasan\u0131n g\u00fcvenli liman ABD Dolar\u0131\u2019na olan talebini azalt\u0131yor. Son diplomatik temaslar, k\u00fcresel enerji sevkiyat\u0131 a\u00e7\u0131s\u0131ndan kritik bir deniz yolu olan H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresinde \u00e7at\u0131\u015fma riskini k\u0131sa vadede d\u00fc\u015f\u00fcrd\u00fc. Bu geli\u015fme, WTI ham petrol fiyatlar\u0131n\u0131 varil ba\u015f\u0131na yakla\u015f\u0131k 78 dolara \u00e7ekmeye de yard\u0131mc\u0131 oldu; bu, enerji ithalat\u00e7\u0131s\u0131 Euro B\u00f6lgesi i\u00e7in olumlu bir geli\u015fme.<\/p>\n
Parite h\u00e2lihaz\u0131rda 1,0950 civar\u0131nda i\u015flem g\u00f6r\u00fcyor; ge\u00e7en hafta gerilimin zirve yapt\u0131\u011f\u0131 d\u00f6nemde g\u00f6r\u00fclen 1,0880 dip seviyesinden toparland\u0131. ABD Dolar Endeksi (DXY) de bu hareketi yans\u0131tarak g\u00fcn i\u00e7inde 103,55 yak\u0131n\u0131nda daha d\u00fc\u015f\u00fck seviyelerde i\u015flem g\u00f6r\u00fcyor. Bu hareketler, yat\u0131r\u0131mc\u0131lar\u0131n \u015fimdilik savunmac\u0131 pozisyonlardan uzakla\u015ft\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n
Bununla birlikte, dolar\u0131n a\u015fa\u011f\u0131 y\u00f6n\u00fcn\u00fcn Federal Reserve\u2019\u00fcn temkinli para politikas\u0131 duru\u015fuyla s\u0131n\u0131rl\u0131 kalaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcndeyiz. Bu y\u0131l\u0131n ba\u015f\u0131ndaki ilk faiz indirimlerinin ard\u0131ndan Fed, bu ad\u0131mlar\u0131n ekonomi \u00fczerindeki etkisini de\u011ferlendirmek i\u00e7in bekle-g\u00f6r moduna ge\u00e7mi\u015f g\u00f6r\u00fcn\u00fcyor. CME FedWatch Tool\u2019a g\u00f6re mevcut piyasa fiyatlamas\u0131, Temmuz toplant\u0131s\u0131nda ek bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 yaln\u0131zca %20 olarak g\u00f6steriyor; bu da yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in beklemeyi tercih edece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
Bu haftaki ABD T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisi, t\u00fcrev piyasas\u0131 i\u015flemcilerinin izleyece\u011fi kritik bir veri noktas\u0131 olacak. Y\u0131ll\u0131k enflasyonun yakla\u015f\u0131k %2,9 seviyesinde gelece\u011fini \u00f6ng\u00f6r\u00fcyoruz; bu oran Fed\u2019in %2 hedefinin inat\u00e7\u0131 bi\u00e7imde \u00fczerinde kal\u0131yor ve ilave indirimleri erteleme gerek\u00e7esini g\u00fc\u00e7lendirebilir. Tarihsel olarak, %2,5\u2019in \u00fczerindeki yap\u0131\u015fkan enflasyon d\u00f6nemleri Fed\u2019in gev\u015feme d\u00f6ng\u00fclerine ara vermesine s\u0131k\u00e7a neden olmu\u015f ve dolara destek yaratm\u0131\u015ft\u0131r.<\/p>\n
Atlantik\u2019in kar\u015f\u0131 yakas\u0131nda Avrupa Merkez Bankas\u0131 (ECB) da eurodaki kazan\u0131mlar\u0131 s\u0131n\u0131rlayabilecek kendi zorluklar\u0131yla kar\u015f\u0131 kar\u015f\u0131ya. ECB de bir gev\u015feme d\u00f6ng\u00fcs\u00fcne ba\u015flam\u0131\u015f olsa da, son Euro B\u00f6lgesi enflasyon verileri \u00e7ekirdek enflasyonun hizmetler sekt\u00f6r\u00fc kaynakl\u0131 olarak %3,1\u2019de g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Bu stagflasyonist bask\u0131, ECB\u2019yi Fed\u2019e k\u0131yasla gelecekteki faiz indirimlerinde daha \u00e7ekingen olmaya zorlayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jeopolitik tansiyon d\u00fc\u015ferken EUR\/USD toparland\u0131; petrol\u00fcn gerilemesi euroyu destekledi. Ancak \u015fahin Fed beklentisi y\u00fckseli\u015fi s\u0131n\u0131rl\u0131yor. G\u00f6zler ABD T\u00dcFE\u2019de, ECB\u2019nin olas\u0131 art\u0131\u015f\u0131nda.<\/p>\n","protected":false},"author":87,"featured_media":47731,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49607","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\/49607","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=49607"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49607\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47731"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49607"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49607"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}