GBP\/USD, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) politika faizini %3,75\u2019te sabit tutmas\u0131n\u0131n ard\u0131ndan geriledi. Karar 7\u2019ye kar\u015f\u0131 2 oyla al\u0131n\u0131rken, iki \u00fcye faizin 25 baz puan art\u0131r\u0131larak %4,00\u2019e \u00e7\u0131kar\u0131lmas\u0131n\u0131 savundu. Parite daha sonra kay\u0131plar\u0131n\u0131 k\u0131smen telafi ederek 1,3236 civar\u0131nda i\u015flem g\u00f6rd\u00fc. Politika g\u00f6r\u00fcn\u00fcm\u00fc, i\u015fsizlikte s\u0131n\u0131rl\u0131 bir iyile\u015fmeye ve \u00fccret art\u0131\u015flar\u0131nda diren\u00e7li seyre i\u015faret eden Birle\u015fik Krall\u0131k istihdam verileri nedeniyle belirsiz kald\u0131.<\/p>\n
ABD\u2019de ise dolar, piyasalar\u0131n faiz patikas\u0131n\u0131 yeniden fiyatlamas\u0131yla bir y\u0131l\u0131n en y\u00fcksek seviyesine t\u0131rmand\u0131. Dolar endeksi (DXY) g\u00fcn\u00fc %0,76 art\u0131\u015fla 100,85\u2019te kapat\u0131rken, EUR\/USD %0,37 d\u00fc\u015f\u00fc\u015fle 1,1456\u2019da tamamlad\u0131. BoE karar\u0131n\u0131n ard\u0131ndan sterlin %0,69 gerileyerek 1,3205\u2019e indi. Ayr\u0131 olarak, Birle\u015fik Krall\u0131k\u2019ta i\u015fsizlik Nisan\u2019a kadarki \u00fc\u00e7 ayl\u0131k d\u00f6nemde Mart\u2019taki %5,0 seviyesinden %4,9\u2019a gerilerken, d\u00fczenli \u00fccret art\u0131\u015f\u0131 y\u0131ll\u0131k %3,4\u2019e ula\u015ft\u0131 ve toplam \u00fccret art\u0131\u015f\u0131 y\u0131ll\u0131k bazda %4,4\u2019e yakla\u015ft\u0131.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n faizleri %5,25 seviyesinde tutma y\u00f6n\u00fcndeki son karar\u0131, sterlini k\u0131r\u0131lgan bir konuma ta\u015f\u0131d\u0131. \u0130lk faiz indiriminin zamanlamas\u0131 konusunda politika yap\u0131c\u0131lar aras\u0131ndaki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 s\u00fcr\u00fcyor; bu durum piyasada belirsizli\u011fi art\u0131r\u0131yor. S\u00f6z konusu teredd\u00fct, \u00f6zellikle g\u00fc\u00e7l\u00fc ABD dolar\u0131 kar\u015f\u0131s\u0131nda sterlin \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131yor.<\/p>\n
Son ekonomik veriler, Banka\u2019n\u0131n bir sonraki ad\u0131m\u0131 a\u00e7\u0131s\u0131ndan karma\u015f\u0131k bir tablo ortaya koyuyor. May\u0131s\u2019ta enflasyon %2,9\u2019a gerileyerek s\u0131n\u0131rl\u0131 bir so\u011fuma g\u00f6sterse de h\u00e2l\u00e2 %2\u2019lik hedefin belirgin \u015fekilde \u00fczerinde. Ayr\u0131ca \u00fccret art\u0131\u015f\u0131 %5,7 ile y\u00fcksek seyrini koruyor. Bu da gelecekteki enflasyon risklerine ili\u015fkin endi\u015feleri canl\u0131 tutarak, A\u011fustos\u2019ta bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 daha az kesin h\u00e2le getiriyor.<\/p>\n
Bu arada ABD dolar\u0131, Fed\u2019in yap\u0131\u015fkan seyreden yurti\u00e7i enflasyon ortam\u0131nda faizleri sabit tutmas\u0131ndan destek bulmaya devam ediyor. \u0130ndirim konusunda temkinli bir BoE ile kararl\u0131 bir Fed aras\u0131ndaki bu politika ayr\u0131\u015fmas\u0131, GBP\/USD\u2019de g\u00fc\u00e7l\u00fc bir toparlanma i\u00e7in do\u011fal bir tavan olu\u015fturuyor. \u00d6n\u00fcm\u00fczdeki birka\u00e7 hafta boyunca piyasada dolar\u0131n tercih edilen para birimi olarak kalmas\u0131n\u0131 bekliyoruz.<\/p>\n
BoE\u2019nin patikas\u0131na ili\u015fkin bu belirsizlik, sterlin \u00e7aprazlar\u0131nda ima edilen volatilitenin artmas\u0131na zemin haz\u0131rl\u0131yor. Yat\u0131r\u0131mc\u0131lar\u0131n, y\u00f6n ba\u011f\u0131ms\u0131z \u015fekilde sert bir fiyat hareketinden kazan\u00e7 sa\u011flayabilecek stratejileri de\u011ferlendirmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bir sonraki politika toplant\u0131s\u0131 \u00f6ncesinde GBP\/USD\u2019de opsiyon straddle al\u0131m\u0131, belirgin bir k\u0131r\u0131lmaya pozisyon almak a\u00e7\u0131s\u0131ndan etkili bir y\u00f6ntem olabilir.<\/p>\n
Opsiyon piyasas\u0131na bak\u0131ld\u0131\u011f\u0131nda, sterlinde al\u0131m (call) opsiyonlar\u0131na k\u0131yasla sat\u0131m (put) opsiyonlar\u0131na talebin artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Bu, piyasa kat\u0131l\u0131mc\u0131lar\u0131n\u0131n daha fazla sterlin de\u011fer kayb\u0131na oynad\u0131\u011f\u0131n\u0131 veya buna kar\u015f\u0131 korunmaya y\u00f6neldi\u011fini g\u00f6steriyor. Bu nedenle, put spread al\u0131m\u0131 gibi a\u015fa\u011f\u0131 y\u00f6nl\u00fc e\u011filimi olan stratejiler, \u00f6n\u00fcm\u00fczdeki haftalarda bu duyarl\u0131l\u0131ktan yararlanmak ad\u0131na daha avantajl\u0131 g\u00f6r\u00fcn\u00fcyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
BoE\u2019nin b\u00f6l\u00fcnm\u00fc\u015f kararla faizi sabit tutmas\u0131 GBP\/USD\u2019yi a\u015fa\u011f\u0131 \u00e7ekti; dolar Fed beklentileriyle zirvede. \u0130stihdam ve \u00fccretler belirsizli\u011fi art\u0131r\u0131yor. Opsiyonda put talebi y\u00fckselirken, straddle\/put spread \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47765,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49726","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\/49726","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=49726"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49726\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47765"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49726"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49726"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}