{"id":51019,"date":"2026-07-16T07:30:03","date_gmt":"2026-07-16T07:30:03","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/guney-kore-merkez-bankasinin-faiz-artisi-sonrasi-won-guclendi-abdde-enflasyonun-yumusamasi-fedin-sikilasma-beklentilerini-zayiflatti\/"},"modified":"2026-07-16T07:30:03","modified_gmt":"2026-07-16T07:30:03","slug":"guney-kore-merkez-bankasinin-faiz-artisi-sonrasi-won-guclendi-abdde-enflasyonun-yumusamasi-fedin-sikilasma-beklentilerini-zayiflatti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/guney-kore-merkez-bankasinin-faiz-artisi-sonrasi-won-guclendi-abdde-enflasyonun-yumusamasi-fedin-sikilasma-beklentilerini-zayiflatti\/","title":{"rendered":"G\u00fcney Kore Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131\u015f\u0131 sonras\u0131 won g\u00fc\u00e7lendi; ABD\u2019de enflasyonun yumu\u015famas\u0131 Fed\u2019in s\u0131k\u0131la\u015fma beklentilerini zay\u0131flatt\u0131"},"content":{"rendered":"

G\u00fcney Kore wonu, Kore Merkez Bankas\u0131\u2019n\u0131n (BoK) politika faizini 25 baz puan art\u0131rarak %2,75\u2019e y\u00fckseltmesinin ard\u0131ndan ABD dolar\u0131 kar\u015f\u0131s\u0131nda g\u00fc\u00e7lendi. Bu, son \u00fc\u00e7 bu\u00e7uk y\u0131ldaki ilk faiz art\u0131\u015f\u0131 oldu. Per\u015fembe g\u00fcnk\u00fc Asya i\u015flemlerinde USD\/KRW, erken saatlerdeki y\u00fckseli\u015flerini geri verdi ve 1.484,68 seviyesine do\u011fru geriledi. Piyasalar\u0131n BoK hamlesini zaten fiyatlam\u0131\u015f olmas\u0131yla, won iki haftadan uzun s\u00fcredir dolar kar\u015f\u0131s\u0131nda daha iyi performans g\u00f6steriyor.<\/p>\n

ABD dolar\u0131, iki seansl\u0131k sert kay\u0131plar\u0131n ard\u0131ndan dengelendi; Dolar Endeksi (DXY) yakla\u015f\u0131k 100,50\u2019ye do\u011fru s\u0131n\u0131rl\u0131 y\u00fckseldi. Geri \u00e7ekilme, ABD\u2019de hem perakende hem de toptan d\u00fczeyde enflasyon verilerinin daha yumu\u015fak gelmesini takiben, Fed\u2019in faiz patikas\u0131na ili\u015fkin beklentilerin yeniden de\u011ferlendirilmesinden kaynakland\u0131. CME FedWatch\u2019a g\u00f6re temmuz ay\u0131nda Fed faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 %10,2\u2019ye gerilerken, bu oran bir hafta \u00f6nce %31\u2019di.<\/p>\n—\n

Merkez Bankas\u0131 Politikalar\u0131nda Ayr\u0131\u015fma ve Kur \u00dczerindeki Etkiler<\/h3>\n

Kore Merkez Bankas\u0131\u2019n\u0131n \u015fahin ad\u0131m\u0131 ile piyasalar\u0131n Fed\u2019e y\u00f6nelik daha g\u00fcvercin beklentileri aras\u0131nda belirgin bir ayr\u0131\u015fma g\u00f6r\u00fcyoruz. BoK\u2019un faizi %2,75\u2019e y\u00fckseltmesi ve ilave s\u0131k\u0131la\u015fma sinyali vermesiyle, USD\/KRW paritesinde en d\u00fc\u015f\u00fck diren\u00e7li y\u00f6n a\u015fa\u011f\u0131 g\u00f6r\u00fcn\u00fcyor. \u00d6n\u00fcm\u00fczdeki haftalara y\u00f6nelik stratejimizin ana belirleyicisi bu politika fark\u0131.<\/p>\n

BoK\u2019un kararl\u0131l\u0131\u011f\u0131, G\u00fcney Kore\u2019de \u00e7ekirdek enflasyonun %3,1 ile yap\u0131\u015fkan seyrini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steren son verilerle de peki\u015fiyor; bu durum, talep kaynakl\u0131 bask\u0131lara ili\u015fkin endi\u015felerini gerek\u00e7elendiriyor. Buna kar\u015f\u0131l\u0131k, beklentilerin alt\u0131nda gelerek %2,9\u2019a gerileyen son ABD enflasyon verileri, yat\u0131r\u0131mc\u0131lar\u0131n bu ay Fed faiz art\u0131\u015f\u0131 beklentisini h\u0131zla fiyatlardan \u00e7\u0131karmas\u0131na yol a\u00e7t\u0131. Bu temel g\u00f6r\u00fcn\u00fcm, wonun dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesini destekliyor.<\/p>\n—\n

Won G\u00fc\u00e7lenmesine Y\u00f6nelik Stratejik Konumlanma<\/h3>\n

Piyasan\u0131n bu hamleye zaten konumlanm\u0131\u015f oldu\u011fu g\u00f6r\u00fc\u015f\u00fcndeyiz; zira won iki haftadan uzun s\u00fcredir daha iyi performans sergiliyor. Bu tablo, di\u011fer merkez bankalar\u0131 kendi agresif s\u0131k\u0131la\u015fma d\u00f6ng\u00fclerine ba\u015flad\u0131\u011f\u0131nda ABD dolar\u0131n\u0131n zirve yapt\u0131\u011f\u0131 \u00f6nceki d\u00f6nemleri and\u0131r\u0131yor. Faiz farklar\u0131 KRW lehine de\u011fi\u015ftik\u00e7e bu trendin ivme kazanmas\u0131n\u0131 bekliyoruz.<\/p>\n

Bu do\u011frultuda, vadesi a\u011fustos sonu ve eyl\u00fcl olan USD\/KRW sat\u0131m (put) opsiyonlar\u0131n\u0131n al\u0131nmas\u0131n\u0131 de\u011ferlendiriyoruz. Bu strateji, paritede a\u015fa\u011f\u0131 y\u00f6n\u00fcn devam\u0131ndan faydalanmam\u0131za olanak tan\u0131rken, azami riski \u00f6denen primle s\u0131n\u0131rlar. 1.450 seviyesine do\u011fru hedefledi\u011fimiz d\u00fc\u015f\u00fc\u015fe pozisyon almak i\u00e7in verimli bir y\u00f6ntem sunar.<\/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":"

S\u00fcrpriz de\u011fil, etkisi b\u00fcy\u00fck: BoK 25 baz puanla faizi %2,75\u2019e \u00e7\u0131kar\u0131nca won g\u00fc\u00e7lendi, USD\/KRW 1.484\u2019e indi. Yumu\u015fayan ABD enflasyonu Fed beklentilerini d\u00fc\u015f\u00fcrd\u00fc; strateji: USD\/KRW put, hedef 1.450.<\/p>\n","protected":false},"author":87,"featured_media":49961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51019","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\/51019","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=51019"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51019\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49961"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}