GBP\/USD, \u00c7ar\u015famba g\u00fcn\u00fc Asya i\u015flemlerinde \u00fc\u00e7 haftan\u0131n en d\u00fc\u015f\u00fck seviyesinden gelen iki g\u00fcnl\u00fck toparlanman\u0131n ard\u0131ndan yatay seyretti; spot kur 1,3365\u20131,3370 civar\u0131nda dola\u015f\u0131rken g\u00fcn i\u00e7inde fazla de\u011fi\u015fim g\u00f6stermedi. \u0130\u015flemler, piyasalar\u0131n Orta Do\u011fu krizini izlemesi ve ABD T\u00fcketici Fiyat Endeksi (T\u00dcFE) verisini beklemesi nedeniyle s\u0131n\u0131rl\u0131 kald\u0131; s\u00f6z konusu veri, Fed\u2019in politika patikas\u0131na ili\u015fkin beklentileri \u015fekillendirebilir. ABD Dolar\u0131, \u201cg\u00fcvenli liman\u201d alg\u0131s\u0131ndan destek bulmay\u0131 s\u00fcrd\u00fcrd\u00fc; ancak T\u00dcFE \u00f6ncesi temkinli duru\u015f ve daha y\u00fcksek enerji fiyatlar\u0131n\u0131n enflasyonu yeniden canland\u0131rabilece\u011fi endi\u015fesiyle y\u0131l sonuna kadar bir Fed faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n fiyatlamalara girmi\u015f olmas\u0131, y\u00fckseli\u015fi s\u0131n\u0131rlad\u0131.<\/p>\n
Parite, yurti\u00e7i siyasi belirsizli\u011fin talebi bask\u0131lamas\u0131yla Sterlin\u2019e \u00f6zg\u00fc bir bask\u0131yla da kar\u015f\u0131la\u015ft\u0131; buna kar\u015f\u0131n piyasalar, 2026 sonuna kadar en az bir adet 25 baz puanl\u0131k \u0130ngiltere Merkez Bankas\u0131 (BoE) faiz art\u0131\u015f\u0131 beklemeye devam ediyor. Teknik tarafta y\u00fckseli\u015f, 200 g\u00fcnl\u00fck basit hareketli ortalama \u00f6ncesinde 1,3400 yak\u0131nlar\u0131nda ivme kaybetti. Daha geni\u015f ba\u011flamda Sterlin\u2019in k\u00f6keni 886 y\u0131l\u0131na uzan\u0131yor ve 2022\u2019de g\u00fcnl\u00fck 630 milyar dolar ya da toplam cironun %12\u2019siyle, d\u00f6viz piyasalar\u0131nda en \u00e7ok i\u015flem g\u00f6ren d\u00f6rd\u00fcnc\u00fc para birimi konumunda; \u201cCable\u201d FX i\u015flemlerinin %11\u2019ini temsil ederken, GBP\/JPY %3 ve EUR\/GBP %2 paya sahip. BoE politikas\u0131 yakla\u015f\u0131k %2 enflasyonu hedefler; b\u00fcy\u00fcme (GSYH), PMI\u2019lar, istihdam verileri ve d\u0131\u015f ticaret dengesi ba\u015fl\u0131ca belirleyiciler aras\u0131nda yer al\u0131r.<\/p>\n
GBP\/USD paritesinin, yak\u0131n vadede herhangi bir toparlanmay\u0131 zorla\u015ft\u0131ran g\u00fc\u00e7l\u00fc r\u00fczg\u00e2rlarla kar\u015f\u0131 kar\u015f\u0131ya oldu\u011funu g\u00f6r\u00fcyoruz. 10 Haziran 2026\u2019da a\u00e7\u0131klanan son ABD enflasyon verisi beklentilerin \u00fczerinde gelerek %3,1\u2019e y\u00fckseldi ve piyasan\u0131n y\u0131l bitmeden bir Fed faiz art\u0131\u015f\u0131 y\u00f6n\u00fcndeki bahislerini g\u00fc\u00e7lendirdi. Dolar\u0131n bu \u015fekilde g\u00fc\u00e7lenmesi, Sterlin\u2019de uzun pozisyonlar konusunda temkinli olmay\u0131 gerektiriyor.<\/p>\n
Orta Do\u011fu\u2019daki jeopolitik gerilimler, ABD dolar\u0131na klasik bir g\u00fcvenli liman al\u0131m\u0131 getiriyor; bu \u00f6r\u00fcnt\u00fcy\u00fc \u00f6nceki k\u00fcresel \u00e7at\u0131\u015fmalarda da g\u00f6rm\u00fc\u015ft\u00fck. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmelerin tetikledi\u011fi piyasa oynakl\u0131\u011f\u0131n\u0131n, Sterlin gibi daha riskli para birimleri \u00fczerinde bask\u0131y\u0131 s\u00fcrd\u00fcrmesi muhtemel. Yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan bu, olas\u0131 bir t\u0131rmanman\u0131n GBP\/USD \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131ran bir sinyal olarak de\u011ferlendirilmesi anlam\u0131na geliyor.<\/p>\n
\u0130ngiltere taraf\u0131nda ise, \u00f6zellikle ge\u00e7en hafta iki gen\u00e7 bakan\u0131n istifas\u0131n\u0131n ard\u0131ndan, yurti\u00e7i siyasi istikrars\u0131zl\u0131k nedeniyle kayg\u0131lar\u0131m\u0131z art\u0131yor. Bu belirsizlik, \u0130ngiltere Hizmet PMI verisinin 51,2\u2019ye geriledi\u011fini g\u00f6steren son verilerle birle\u015fince, BoE\u2019nin Fed\u2019in \u015fahin duru\u015funa ayak uydurmas\u0131n\u0131 \u00e7ok daha zorla\u015ft\u0131r\u0131yor. Yava\u015flayan ekonomi, BoE\u2019nin faiz art\u0131rma kapasitesini s\u0131n\u0131rland\u0131r\u0131yor ve dolar lehine net bir politika ayr\u0131\u015fmas\u0131 yarat\u0131yor.<\/p>\n
Bu arka plan alt\u0131nda, \u00f6n\u00fcm\u00fczdeki haftalarda GBP\/USD\u2019de a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketin s\u00fcrmesine y\u00f6nelik pozisyonlanman\u0131n en makul strateji oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Yat\u0131r\u0131mc\u0131lar, olas\u0131 zay\u0131fl\u0131ktan faydalanmak i\u00e7in 1,3300 seviyesinin alt\u0131nda kullan\u0131m fiyat\u0131na sahip sat\u0131m (put) opsiyonlar\u0131 almay\u0131 de\u011ferlendirebilir. Paritenin 1,3400 civar\u0131ndaki 200 g\u00fcnl\u00fck hareketli ortalamay\u0131 a\u015fmakta son d\u00f6nemde ba\u015far\u0131s\u0131z kalmas\u0131, d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc g\u00f6r\u00fc\u015f\u00fcm\u00fcz i\u00e7in g\u00fc\u00e7l\u00fc bir teknik teyit sa\u011fl\u0131yor.<\/p>\n
\u0130leriye d\u00f6n\u00fck olarak, yakla\u015fan \u0130ngiltere istihdam verileri ve Fed toplant\u0131 tutanaklar\u0131n\u0131n bir sonraki setini yak\u0131ndan izleyece\u011fiz. Bununla birlikte bask\u0131n tema ABD enflasyonu olmaya devam ediyor; Fed fon vadeli i\u015flemleri art\u0131k Eyl\u00fcl\u2019e kadar bir faiz art\u0131\u015f\u0131na %70\u2019in \u00fczerinde olas\u0131l\u0131k bi\u00e7iyor. Fed yetkililerinden gelebilecek ilave \u015fahin yorumlar, k\u0131sa pozisyonlar\u0131 art\u0131rmak i\u00e7in bir f\u0131rsat olarak de\u011ferlendirilmelidir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Piyasalar diken \u00fcst\u00fcnde: GBP\/USD 1,3365 civar\u0131nda yatay. Orta Do\u011fu gerilimi ve g\u00fc\u00e7l\u00fc ABD T\u00dcFE\u2019si dolar\u0131 destekliyor; 1,3400\u2019de 200 g\u00fcnl\u00fck ortalama a\u015f\u0131lamad\u0131. Siyasi risk Sterlin\u2019i zay\u0131flat\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49635","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\/49635","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=49635"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49635\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47658"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49635"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49635"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}