{"id":51047,"date":"2026-07-16T12:00:24","date_gmt":"2026-07-16T12:00:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/boeden-breeden-orta-dogu-sokunun-enflasyonu-kalicilastirmasi-beklenmiyor-sterlin-geriliyor\/"},"modified":"2026-07-16T12:00:24","modified_gmt":"2026-07-16T12:00:24","slug":"boeden-breeden-orta-dogu-sokunun-enflasyonu-kalicilastirmasi-beklenmiyor-sterlin-geriliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/boeden-breeden-orta-dogu-sokunun-enflasyonu-kalicilastirmasi-beklenmiyor-sterlin-geriliyor\/","title":{"rendered":"BoE\u2019den Breeden: Orta Do\u011fu \u015fokunun enflasyonu kal\u0131c\u0131la\u015ft\u0131rmas\u0131 beklenmiyor; sterlin geriliyor"},"content":{"rendered":"

\u0130ngiltere Merkez Bankas\u0131 (BoE) Ba\u015fkan Yard\u0131mc\u0131s\u0131 Sarah Breeden, Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu\u2019daki sava\u015f olmasayd\u0131 Birle\u015fik Krall\u0131k enflasyonunun bankan\u0131n %2\u2019lik hedefinde olaca\u011f\u0131n\u0131 s\u00f6yledi. Breeden ayr\u0131ca, \u0130ran sava\u015f\u0131 kaynakl\u0131 \u015fokun enflasyon dinamiklerine kal\u0131c\u0131 bi\u00e7imde yerle\u015fme olas\u0131l\u0131\u011f\u0131n\u0131n daha d\u00fc\u015f\u00fck oldu\u011funu ve BoE\u2019nin geli\u015fmeleri izlemek i\u00e7in iyi bir konumda bulundu\u011funu ifade etti.<\/p>\n

Sterlin an\u0131nda belirgin bir tepki vermedi. Haber yaz\u0131m\u0131 itibar\u0131yla ABD Dolar\u0131\u2019n\u0131n toparlanmas\u0131yla GBP\/USD %0,12 d\u00fc\u015f\u00fc\u015fle 1,3520 civar\u0131ndayd\u0131. Ayr\u0131 olarak FXS Speechtracker, yorumlara 3,2\/10 puan verdi; bu, konu\u015fmac\u0131n\u0131n 4,1\/10 olan tarihsel ortalamas\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda, hafif g\u00fcvercin bir e\u011filime i\u015faret ediyor.<\/p>\n

\u0130ngiltere Merkez Bankas\u0131 ve Sterlin \u0130\u00e7in G\u00fcvercin G\u00f6r\u00fcn\u00fcm<\/h3>\n

Politika yap\u0131c\u0131lar\u0131n altta yatan enflasyon bask\u0131lar\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131na i\u015faret etmesiyle, \u00f6n\u00fcm\u00fczdeki haftalarda daha g\u00fcvercin bir BoE\u2019ye g\u00f6re pozisyon almak gerekiyor. Ba\u015fkan Yard\u0131mc\u0131s\u0131 Breeden\u2019in Orta Do\u011fu kaynakl\u0131 jeopolitik \u015foklar\u0131n uzun vadeli etkisini s\u0131n\u0131rl\u0131 g\u00f6rmesi, Birle\u015fik Krall\u0131k\u2019taki faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn piyasan\u0131n \u015fu anda fiyatlad\u0131\u011f\u0131ndan daha h\u0131zl\u0131 ivmelenebilece\u011fi anlam\u0131na geliyor. Bunun, \u00f6zellikle toparlanan ABD Dolar\u0131 kar\u015f\u0131s\u0131nda 1,3520 seviyesi yak\u0131n\u0131nda diren\u00e7le kar\u015f\u0131la\u015fan Sterlin \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratmas\u0131n\u0131 bekliyoruz.<\/p>\n

G\u00fcvercin Politika De\u011fi\u015fimine Y\u00f6nelik \u0130\u015flem Stratejileri<\/h3>\n

Bu de\u011fi\u015fimden faydalanmak i\u00e7in t\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131 GBP\/USD\u2019de k\u0131sa pozisyonu veya Sterlin \u00fczerine sat\u0131m (put) opsiyonu al\u0131m\u0131n\u0131 de\u011ferlendirmeli. Tarihsel olarak BoE g\u00fcvercinle\u015firken ABD Merkez Bankas\u0131 (Fed) temkinli kald\u0131\u011f\u0131nda Sterlin zay\u0131f performans g\u00f6sterme e\u011filiminde; bu durum, 2024 sonlar\u0131nda enflasyon tepesinin ard\u0131ndan g\u00f6rd\u00fc\u011f\u00fcm\u00fcz trendlere benziyor. Son veriler, Birle\u015fik Krall\u0131k T\u00dcFE\u2019sinin %2,0-%2,5 band\u0131nda seyretti\u011fini g\u00f6steriyor; hizmet enflasyonundaki olas\u0131 ek bir d\u00fc\u015f\u00fc\u015f, daha agresif faiz indirimlerini tetikleyebilir.<\/p>\n

Ayr\u0131ca, faiz indirimi beklentileri artt\u0131k\u00e7a de\u011fer kazanmas\u0131 beklenen k\u0131sa vadeli faiz vadeli i\u015flemlerinin\u2014\u00f6rne\u011fin \u00fc\u00e7 ayl\u0131k Sonia (Sterling Overnight Index Average) kontratlar\u0131n\u0131n\u2014hedeflenmesini \u00f6neriyoruz. BoE\u2019nin politika faizini son d\u00f6nemdeki %5,0 band\u0131ndan sonbahara kadar %4,5\u2019e veya daha a\u015fa\u011f\u0131ya \u00e7ekmesi halinde, bu kontratlarda yukar\u0131 y\u00f6nl\u00fc g\u00fc\u00e7l\u00fc bir yeniden fiyatlama g\u00f6r\u00fclebilir. Bu ortam, d\u00fc\u015fen getiri ko\u015fullar\u0131ndan yararlanmak isteyen opsiyon yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in Sonia vadeli i\u015flemleri \u00fczerine al\u0131m (call) opsiyonu sat\u0131n almak ad\u0131na y\u00fcksek olas\u0131l\u0131kl\u0131 bir kurgu sunuyor.<\/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":"

Orta Do\u011fu \u015foku olmasa \u0130ngiltere enflasyonu %2\u2019deydi: BoE\u2019den g\u00fcvercin sinyal! Breeden, \u0130ran kaynakl\u0131 etkinin kal\u0131c\u0131 olmayaca\u011f\u0131n\u0131 s\u00f6ylerken, h\u0131zl\u0131 faiz indirimi Sterlin\u2019i zay\u0131flatabilir. GBP\/USD 1,3520\u2019de bask\u0131da.<\/p>\n","protected":false},"author":87,"featured_media":49995,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51047","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\/51047","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=51047"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51047\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49995"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51047"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51047"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}