EUR\/USD, ABD Dolar\u0131\u2019n\u0131n geri \u00e7ekilmesiyle Cuma g\u00fcn\u00fc toparlanarak daha \u00f6nce dokundu\u011fu \u00fc\u00e7 ayl\u0131k dip seviye olan 1,1417\u2019nin ard\u0131ndan pariteyi yakla\u015f\u0131k 1,1470\u2019e ta\u015f\u0131d\u0131. Reuters\u2019\u0131n \u0130srail ile Hizbullah\u2019\u0131n ate\u015fkes konusunda anla\u015ft\u0131\u011f\u0131n\u0131 bildirmesinin ard\u0131ndan ABD Dolar Endeksi geriledi; s\u00f6z konusu ko\u015fulun, bu hafta ba\u015f\u0131nda \u0130ran\u2019\u0131 da i\u00e7eren 60 g\u00fcnl\u00fck bir mutabakat zapt\u0131na (MoU) ba\u011fl\u0131 oldu\u011fu belirtildi. Dolar\u0131n alt\u0131 b\u00fcy\u00fck para birimi kar\u015f\u0131s\u0131ndaki performans\u0131n\u0131 \u00f6l\u00e7en DXY, g\u00fcn i\u00e7i 101,13 ile May\u0131s 2025\u2019ten bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fckten sonra 100,81 civar\u0131nda i\u015flem g\u00f6rd\u00fc. Ancak EUR\/USD, piyasalar\u0131n ABD faiz patikas\u0131n\u0131 daha \u015fahin bir \u00e7er\u00e7evede yeniden fiyatlamas\u0131 nedeniyle haftay\u0131 d\u00fc\u015f\u00fc\u015fle kapatmaya haz\u0131rlan\u0131yor.<\/p>\n
ABD Merkez Bankas\u0131 (Fed) politika faizini %3,50-%3,75 aral\u0131\u011f\u0131nda sabit tuttu ve daha y\u00fcksek petrol fiyatlar\u0131na ba\u011fl\u0131 g\u00fc\u00e7lenen fiyat bask\u0131lar\u0131 sonras\u0131 %2 enflasyon hedefi do\u011frultusunda ek faiz art\u0131r\u0131mlar\u0131n\u0131n m\u00fcmk\u00fcn oldu\u011funu yineledi. Avrupa\u2019da ise Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) 25 baz puanl\u0131k art\u0131\u015f\u0131 kal\u0131c\u0131 euro deste\u011fine d\u00f6n\u00fc\u015fmedi; buna kar\u015f\u0131n bir 25 baz puan daha art\u0131\u015f ihtimaline ili\u015fkin tart\u0131\u015fma s\u00fcr\u00fcyor. Piyasalar\u0131n oda\u011f\u0131, gelecek hafta Euro B\u00f6lgesi ve ABD\u2019de a\u00e7\u0131klanacak \u00f6nc\u00fc PMI verileri ile ABD PCE Fiyat Endeksi\u2019ne \u00e7evrildi.<\/p>\n
EUR\/USD\u2019de Cuma g\u00fcnk\u00fc toparlanmay\u0131, Orta Do\u011fu\u2019daki jeopolitik tansiyonun d\u00fc\u015fmesinin tetikledi\u011fi k\u0131sa vadeli bir d\u00fczeltme olarak de\u011ferlendiriyoruz. Bu durum euro i\u00e7in k\u0131sa s\u00fcreli bir nefes alma alan\u0131 yaratm\u0131\u015f olsa da, temel dinamikler de\u011fi\u015fmi\u015f de\u011fil. T\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n\u0131n bu g\u00fc\u00e7lenmeye temkinli yakla\u015fmas\u0131 gerekir; zira bu hareket, d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar\u0131 yeniden tesis etmek i\u00e7in daha uygun bir seviye sunabilir.<\/p>\n
Fed\u2019in ECB\u2019ye k\u0131yasla daha \u015fahin duru\u015fu, g\u00f6r\u00fcn\u00fcm\u00fcm\u00fcz\u00fcn ana belirleyicisi olmaya devam ediyor. May\u0131s 2026\u2019ya ili\u015fkin son \u00e7ekirdek PCE verisinin %3,1 gelmesi, Fed\u2019e faizleri daha uzun s\u00fcre y\u00fcksek tutmak i\u00e7in net bir gerek\u00e7e sa\u011fl\u0131yor. Dolar lehine s\u00fcregelen faiz fark\u0131, EUR\/USD\u2019de olas\u0131 anlaml\u0131 y\u00fckseli\u015fleri s\u0131n\u0131rlayabilir.<\/p>\n
Euro B\u00f6lgesi ekonomisindeki s\u00fcregelen zay\u0131fl\u0131\u011f\u0131n, \u015fahin bir ECB senaryosunda dahi euronun potansiyelini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Son veriler, May\u0131s 2026\u2019ya ili\u015fkin \u00f6nc\u00fc Euro B\u00f6lgesi \u0130malat PMI\u2019\u0131n 48,5 oldu\u011funu ve d\u00f6rd\u00fcnc\u00fc ay \u00fcst \u00fcste daralma b\u00f6lgesinde kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. ABD\u2019de Hizmet PMI\u2019\u0131n g\u00fc\u00e7l\u00fc bir 53,2 seviyesinde bulunmas\u0131yla belirginle\u015fen bu ekonomik ayr\u0131\u015fma, dolar\u0131n daha g\u00fc\u00e7l\u00fc kalaca\u011f\u0131 tezini destekliyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalarda bu g\u00f6r\u00fc\u015f\u00fc opsiyonlarla ifade etmeyi planl\u0131yoruz; \u00f6rne\u011fin yukar\u0131 y\u00f6n\u00fcn s\u0131n\u0131rl\u0131 kalmas\u0131ndan yararlanmak amac\u0131yla vade d\u0131\u015f\u0131 (out-of-the-money) call spread sat\u0131\u015flar\u0131 de\u011ferlendirilebilir. Gelecek haftaki \u00f6nc\u00fc PMI a\u00e7\u0131klamalar\u0131 ile ABD PCE verisi oynakl\u0131\u011f\u0131 art\u0131rabilir ve taktik f\u0131rsatlar sunabilir. Bant hareketinden kazan\u00e7 sa\u011flayan ya da 1,1400 seviyesine do\u011fru kademeli bir geri \u00e7ekilmeyi hedefleyen stratejilerin temkinli bir yakla\u015f\u0131m olmaya devam etti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
Son dakika: EUR\/USD, dolar\u0131n jeopolitik ate\u015fkes haberiyle gev\u015femesi sonras\u0131 1,1470\u2019e toparland\u0131; ancak Fed\u2019in \u015fahin duru\u015fu, faiz fark\u0131 ve zay\u0131f Euro B\u00f6lgesi PMI\u2019lar\u0131 y\u00fckseli\u015fi s\u0131n\u0131rl\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47688,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49739","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\/49739","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=49739"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49739\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47688"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49739"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49739"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}