{"id":50259,"date":"2026-06-29T19:23:47","date_gmt":"2026-06-29T19:23:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/sterlin-one-cikiyor-isci-partisinin-surekliligi-gilt-getirilerini-rahatlatirken-odak-boe-ve-abd-istihdam-verilerine-kaydi\/"},"modified":"2026-06-29T19:23:47","modified_gmt":"2026-06-29T19:23:47","slug":"sterlin-one-cikiyor-isci-partisinin-surekliligi-gilt-getirilerini-rahatlatirken-odak-boe-ve-abd-istihdam-verilerine-kaydi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/sterlin-one-cikiyor-isci-partisinin-surekliligi-gilt-getirilerini-rahatlatirken-odak-boe-ve-abd-istihdam-verilerine-kaydi\/","title":{"rendered":"Sterlin \u00d6ne \u00c7\u0131k\u0131yor: \u0130\u015f\u00e7i Partisi\u2019nin S\u00fcreklili\u011fi Gilt Getirilerini Rahatlat\u0131rken Odak BoE ve ABD \u0130stihdam Verilerine Kayd\u0131"},"content":{"rendered":"

Sterlin, Pazartesi g\u00fcn\u00fc Avrupa i\u015flemlerinde ABD dolar\u0131 kar\u015f\u0131s\u0131nda %0,25 y\u00fckselerek yakla\u015f\u0131k 1,3230 seviyesine \u00e7\u0131kt\u0131 ve Birle\u015fik Krall\u0131k siyasetinin maliye politikas\u0131nda s\u00fcreklili\u011fe i\u015faret etmesiyle ba\u015fl\u0131ca para birimlerine g\u00f6re daha iyi performans g\u00f6sterdi. Ba\u015fbakan Keir Starmer\u2019\u0131n halefi olmaya en g\u00fc\u00e7l\u00fc aday olarak g\u00f6r\u00fclen Greater Manchester Belediye Ba\u015fkan\u0131 Andy Burnham, \u0130\u015f\u00e7i Partisi\u2019nin 2024 manifestosuna ba\u011fl\u0131 kalma s\u00f6z\u00fc verdi. Politika de\u011fi\u015fimi sinyali gelmeyince, piyasalar kamu bor\u00e7lanma maliyetleri i\u00e7in daha istikrarl\u0131 bir g\u00f6r\u00fcn\u00fcm\u00fc fiyatlad\u0131; 10 y\u0131ll\u0131k \u0130ngiltere tahvil (gilt) getirileri \u00f6nceki y\u00fckseli\u015flerini geri vererek yakla\u015f\u0131k %4,73\u2019e geriledi.<\/p>\n

Dikkatler para politikas\u0131na da \u00e7evrildi; yat\u0131r\u0131mc\u0131lar \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) politika faizini %3,75\u2019te ne kadar s\u00fcre tutaca\u011f\u0131na dair ipu\u00e7lar\u0131 ar\u0131yor. BoE bu ay faizleri 7\u2019ye 2 oyla sabit tuttu; Para Politikas\u0131 Kurulu (MPC) \u00fcyesi Megan Greene ise ikinci tur enflasyon risklerini gerek\u00e7e g\u00f6stererek art\u0131\u015ftan yana tutum ald\u0131. ABD dolar\u0131, Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak Haziran ABD tar\u0131m d\u0131\u015f\u0131 istihdam (NFP) verisi \u00f6ncesinde hafif gerilerken, bu veri Fed g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan kritik bir girdi konumunda. CME FedWatch verilerine g\u00f6re bu y\u0131l en az bir Fed faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 %80\u2019e yakla\u015ft\u0131.<\/p>\n

Siyasi \u0130stikrar ve Mali G\u00f6r\u00fcn\u00fcm Sterlini Destekliyor<\/h3>\n

2024 genel se\u00e7imlerinden bu yana tesis edilen siyasi istikrar nedeniyle \u0130ngiliz sterlininin g\u00fc\u00e7l\u00fc seyrini korudu\u011funu g\u00f6r\u00fcyoruz. Maliye politikas\u0131ndaki bu \u00f6ng\u00f6r\u00fclebilirlik, \u00f6nceki y\u0131llarda g\u00f6r\u00fclen oynakl\u0131kla k\u0131yasland\u0131\u011f\u0131nda para birimi i\u00e7in sa\u011flam bir zemin olu\u015fturuyor. Bu nedenle, k\u0131sa vadede Birle\u015fik Krall\u0131k h\u00fck\u00fcmetinden gelebilecek s\u00fcrpriz politika de\u011fi\u015fimlerinin pozisyonlar\u0131m\u0131z\u0131 etkilemesinden daha az endi\u015fe duyuyoruz.<\/p>\n

Bununla birlikte, BoE\u2019nin politika patikas\u0131 temel de\u011fi\u015fken olmay\u0131 s\u00fcrd\u00fcr\u00fcyor; piyasalar mevcut %4,5 seviyesinden sonraki faiz ayarlamalar\u0131n\u0131n zamanlamas\u0131na ili\u015fkin sinyalleri yak\u0131ndan izliyor. May\u0131s 2026\u2019ya ili\u015fkin son veride %2,1\u2019e gerileyen Birle\u015fik Krall\u0131k enflasyonu, merkez bankas\u0131n\u0131n \u015fimdilik temkinli ve istikrarl\u0131 bir duru\u015f sergilemesi tezini destekliyor. Bu da GBP opsiyonlar\u0131ndaki ima edilen oynakl\u0131\u011f\u0131n d\u00fc\u015f\u00fck fiyatlan\u0131yor olabilece\u011fine i\u015faret ederek, gelecekte bir kataliz\u00f6r bekleyen yat\u0131r\u0131mc\u0131lar i\u00e7in f\u0131rsatlar do\u011furabilir.<\/p>\n

Fed-BoE Politika Ayr\u0131\u015fmas\u0131 ve Pozisyonlanma F\u0131rsatlar\u0131<\/h3>\n

Ana oda\u011f\u0131m\u0131z art\u0131k ABD\u2019ye ve gelecek hafta a\u00e7\u0131klanacak Haziran tar\u0131m d\u0131\u015f\u0131 istihdam (NFP) raporuna kay\u0131yor. 2024\u2019te s\u0131k g\u00f6r\u00fclen yukar\u0131 y\u00f6nl\u00fc s\u00fcrprizlere benzer \u015fekilde 250 binin \u00fczerinde gelebilecek g\u00fc\u00e7l\u00fc bir istihdam art\u0131\u015f\u0131, Fed\u2019in faiz indirimlerinde temkinli duru\u015funu peki\u015ftirir. Bu durum, GBP\/USD paritesi i\u00e7in belirgin bir kar\u015f\u0131 r\u00fczg\u00e2r yarat\u0131r.<\/p>\n

Fed\u2019in BoE\u2019ye k\u0131yasla daha \u015fahin kald\u0131\u011f\u0131 bu politika ayr\u0131\u015fmas\u0131, i\u015flem stratejimizin merkezinde yer al\u0131yor. CME FedWatch Tool, vadeli i\u015flem piyasalar\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyrek \u00f6ncesinde Fed faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 %30\u2019un alt\u0131nda fiyatlad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu nedenle, Temmuz sonuna vadeli GBP\/USD sat\u0131m (put) opsiyonlar\u0131 almak gibi a\u015fa\u011f\u0131 y\u00f6nl\u00fc t\u00fcrev yap\u0131lar\u0131 \u00fczerinden olas\u0131 ABD dolar\u0131 g\u00fc\u00e7lenmesine y\u00f6nelik pozisyon al\u0131yoruz.<\/p>\n\n\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

Sterlin 1,3230\u2019a y\u00fckseldi: Burnham\u2019\u0131n mali \u00e7izgide s\u00fcreklilik mesaj\u0131 gilt faizlerini %4,73\u2019e indi. Piyasalar BoE\u2019nin %3,75\u2019te kal\u0131\u015f\u0131n\u0131 izlerken, kritik NFP \u00f6ncesi Fed \u015fahinli\u011fi GBP\/USD i\u00e7in risk yarat\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49973,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50259","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\/50259","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=50259"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/50259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49973"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=50259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=50259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=50259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}