{"id":50895,"date":"2026-07-09T05:30:17","date_gmt":"2026-07-09T05:30:17","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/trumpin-iran-tehdidini-yeniden-gundeme-getirmesiyle-altin-geriledi-fedin-faiz-artirimi-ihtimali-yukselirken-kulce-altina-talep-sinaniyor\/"},"modified":"2026-07-09T05:30:17","modified_gmt":"2026-07-09T05:30:17","slug":"trumpin-iran-tehdidini-yeniden-gundeme-getirmesiyle-altin-geriledi-fedin-faiz-artirimi-ihtimali-yukselirken-kulce-altina-talep-sinaniyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/trumpin-iran-tehdidini-yeniden-gundeme-getirmesiyle-altin-geriledi-fedin-faiz-artirimi-ihtimali-yukselirken-kulce-altina-talep-sinaniyor\/","title":{"rendered":"Trump\u2019\u0131n \u0130ran tehdidini yeniden g\u00fcndeme getirmesiyle alt\u0131n geriledi; Fed\u2019in faiz art\u0131r\u0131m\u0131 ihtimali y\u00fckselirken k\u00fcl\u00e7e alt\u0131na talep s\u0131nan\u0131yor"},"content":{"rendered":"

Alt\u0131n (XAU\/USD), ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019la ate\u015fkesin \u201cbitti\u011fini\u201d s\u00f6ylemesi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki tanker sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan yeniden bombard\u0131man ile ABD deniz ablukas\u0131n\u0131n tekrar devreye al\u0131nmas\u0131 dahil ilave ad\u0131mlar tehdidinde bulunmas\u0131n\u0131n ard\u0131ndan, Per\u015fembe g\u00fcn\u00fc erken Asya i\u015flemlerinde yakla\u015f\u0131k 4.075 dolara geriledi. Bu arka plan, daha y\u00fcksek enerji maliyetlerinin enflasyonu besleyip ABD faizlerinin y\u00fcksek kalmas\u0131na yol a\u00e7abilece\u011fi endi\u015felerini yeniden g\u00fcndeme ta\u015f\u0131d\u0131; bu t\u00fcr bir g\u00f6r\u00fcn\u00fcm, getiri sa\u011flamayan bir varl\u0131k olan k\u00fcl\u00e7e alt\u0131n \u00fczerinde bask\u0131 yaratabiliyor.<\/p>\n

Faiz beklentileri de de\u011fi\u015fti. CME FedWatch\u2019a g\u00f6re swap yat\u0131r\u0131mc\u0131lar\u0131 art\u0131k bir sonraki Fed toplant\u0131s\u0131nda faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 %30\u2019un \u00fczerinde fiyatl\u0131yor; ge\u00e7en Per\u015fembe bu oran %20\u2019nin alt\u0131ndayd\u0131. Fed\u2019in 16\u201317 Haziran toplant\u0131s\u0131na ait tutanaklar, birka\u00e7 politika yap\u0131c\u0131n\u0131n faiz art\u0131r\u0131m\u0131 i\u00e7in gerek\u00e7e g\u00f6rd\u00fc\u011f\u00fcn\u00fc, ancak komitenin nihayetinde politikay\u0131 sabit tuttu\u011funu g\u00f6sterdi; kay\u0131tlar ayr\u0131ca i\u015fg\u00fcc\u00fc piyasas\u0131na dair kayg\u0131lar bir miktar azal\u0131rken enflasyon endi\u015felerinin artt\u0131\u011f\u0131na i\u015faret etti. Ayr\u0131 olarak, D\u00fcnya Alt\u0131n Konseyi verileri, merkez bankalar\u0131n\u0131n 2022\u2019de rezervlerine yakla\u015f\u0131k 70 milyar dolar de\u011ferinde 1.136 ton alt\u0131n ekledi\u011fini ve bunun kay\u0131tlardaki en b\u00fcy\u00fck y\u0131ll\u0131k al\u0131m oldu\u011funu ortaya koyuyor.<\/p>\n

ABD-\u0130ran Gerilimi Ortam\u0131nda Piyasa G\u00f6r\u00fcn\u00fcm\u00fc ve Strateji<\/h3>\n

Yenilenen ABD-\u0130ran gerilimi ve bunun tetikledi\u011fi enflasyon korkular\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, alt\u0131n\u0131n y\u00fcksek volatilite d\u00f6nemine girdi\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Piyasada geleneksel \u201cg\u00fcvenli liman\u201d cazibesinden ziyade daha y\u00fcksek faiz oran\u0131 tehdidi \u00f6nceliklendi\u011fi i\u00e7in k\u0131sa vadeli bask\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc. Bu \u00e7er\u00e7evede, fiyat\u0131n daha d\u00fc\u015f\u00fck destek seviyelerini test edebilece\u011fi beklentisiyle k\u0131sa vadeli d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc i\u015flemler ba\u015flat\u0131yoruz.<\/p>\n

Bu tablo, \u015fahin merkez bankas\u0131 politikas\u0131n\u0131n jeopolitik riski g\u00f6lgede b\u0131rakt\u0131\u011f\u0131 ge\u00e7mi\u015f d\u00f6ng\u00fcleri hat\u0131rlat\u0131yor; \u00f6rne\u011fin 1980\u2019lerin ba\u015f\u0131nda Fed\u2019in agresif faiz art\u0131\u015flar\u0131 alt\u0131n fiyatlar\u0131nda sert d\u00fc\u015f\u00fc\u015fe yol a\u00e7m\u0131\u015ft\u0131. Ayr\u0131ca 105 seviyesinin yeniden \u00fczerine t\u0131rmanan ABD Dolar Endeksi\u2019ni izliyoruz; bu da dolar bazl\u0131 metal \u00fczerinde ek bask\u0131 yarat\u0131yor. Daha g\u00fc\u00e7l\u00fc dolar, alt\u0131n\u0131 yabanc\u0131 al\u0131c\u0131lar i\u00e7in daha pahal\u0131 hale getirerek genellikle talebi zay\u0131flat\u0131yor.<\/p>\n

Riskten Korunma ve Merkez Bankas\u0131 Talebinin Rol\u00fc<\/h3>\n

Bununla birlikte, \u00e7at\u0131\u015fman\u0131n \u00f6ng\u00f6r\u00fclemezli\u011fi nedeniyle tamamen d\u00fc\u015f\u00fc\u015f senaryosuna ba\u011fl\u0131 kalm\u0131yoruz. Bu riski y\u00f6netmek i\u00e7in opsiyon kullan\u0131yoruz; \u00f6zellikle, durumun a\u00e7\u0131k \u00e7at\u0131\u015fmaya evrilmesi halinde olas\u0131 ani fiyat s\u0131\u00e7ramas\u0131na kar\u015f\u0131 korunmak amac\u0131yla kullan\u0131m fiyat\u0131 piyasan\u0131n d\u0131\u015f\u0131nda (out-of-the-money) al\u0131m opsiyonlar\u0131 sat\u0131n al\u0131yoruz. B\u00f6ylece olas\u0131 bir d\u00fc\u015f\u00fc\u015ften faydalan\u0131rken, h\u0131zl\u0131 bir ters harekete kar\u015f\u0131 da kendimizi koruyoruz.<\/p>\n

Ayr\u0131ca merkez bankas\u0131 talebinin destekleyici bir unsur olmaya devam etti\u011fini not ediyoruz; kurumlar 2023\u2019te rezervlere rekor 1.037 ton ekledi ve 2024\u2019e de g\u00fc\u00e7l\u00fc al\u0131mlarla devam etti. Bu istikrarl\u0131 al\u0131m, fiyat i\u00e7in temel bir taban olu\u015fturuyor ve belirgin geri \u00e7ekilmelerin k\u0131sa \u00f6m\u00fcrl\u00fc olabilece\u011fine i\u015faret ediyor. Bu nedenle, k\u0131sa pozisyonlarda k\u00e2r hedeflerimizi belirlerken daha stratejik hareket edece\u011fiz.<\/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":"

Jeopolitik gerilimle alt\u0131n 4.075 dolara geriledi; piyasada \u201cg\u00fcvenli liman\u201ddan \u00e7ok \u015fahin Fed bask\u0131n. FedWatch faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 %30\u2019u a\u015ft\u0131, dolar g\u00fc\u00e7l\u00fc. Strateji: k\u0131sa vadede d\u00fc\u015f\u00fc\u015f, OTM call ile korunma; merkez bankas\u0131 al\u0131mlar\u0131 taban.<\/p>\n","protected":false},"author":87,"featured_media":50022,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50895","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\/50895","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=50895"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/50895\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50022"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=50895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=50895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=50895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}