ONS verilerine g\u00f6re, \u0130ngiltere\u2019nin ILO i\u015fsizlik oran\u0131 May\u0131s\u2019a kadarki \u00fc\u00e7 ayl\u0131k d\u00f6nemde %4,9\u2019da sabit kalarak \u00f6nceki veriyle ayn\u0131 seviyede ger\u00e7ekle\u015fti ve %5,0\u2019lik piyasa beklentisinin alt\u0131nda kald\u0131. Claimant count (i\u015fsizlik \u00f6dene\u011fi ba\u015fvurular\u0131) Haziran\u2019da 6,7 bin artarken, May\u0131s verisi 1,3 bin art\u0131\u015fa revize edildi; b\u00f6ylece 28,3 binlik art\u0131\u015f beklentisinin belirgin \u015fekilde alt\u0131nda kald\u0131. \u0130stihdam de\u011fi\u015fimi May\u0131s\u2019ta 147 bin oldu; Nisan\u2019daki 100 bin seviyesinin \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n\n
\u00dccret taraf\u0131nda, ikramiyeler hari\u00e7 ortalama kazan\u00e7lar May\u0131s\u2019ta 3 ayl\u0131k y\u0131ll\u0131k bazda %3,4 artt\u0131; \u00f6nceki d\u00f6nemle ayn\u0131 kalarak %3,4 tahminine paralel seyretti. \u0130kramiyeler dahil ortalama kazan\u00e7lar ayn\u0131 d\u00f6nemde %4,3 y\u00fckseldi; Nisan\u2019a kadarki \u00e7eyrekteki %4,4\u2019ten gerileyerek %4,5\u2019lik beklentinin alt\u0131nda kald\u0131. Piyasalarda GBP\/USD, verinin ard\u0131ndan k\u0131sa s\u00fcre sonra 1,3450 seviyesinde g\u00fcn i\u00e7inde %0,14 art\u0131da i\u015flem g\u00f6rd\u00fc.<\/p>\n\n
Son \u0130ngiltere i\u015fg\u00fcc\u00fc piyasas\u0131 verilerinin ard\u0131ndan t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda Sterlin\u2019de g\u00fc\u00e7lenmeye y\u00f6nelik pozisyon almas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. \u0130\u015fsizlik oran\u0131n\u0131n %4,9\u2019da sabit kalmas\u0131\u2014%5,0\u2019lik piyasa tahminini a\u015fmas\u0131\u2014ve istihdam\u0131n 147 bin artmas\u0131, \u0130ngiltere ekonomisinin \u015fa\u015f\u0131rt\u0131c\u0131 bir diren\u00e7 sergiledi\u011fine i\u015faret ediyor. S\u0131k\u0131 i\u015fg\u00fcc\u00fc piyasas\u0131 GBP\/USD\u2019yi 1,3450\u2019ye ta\u015f\u0131m\u0131\u015f durumda; piyasalar\u0131n daha temkinli bir \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131 (BoE) fiyatlamas\u0131yla birlikte ilave y\u00fckseli\u015f potansiyeli \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n\n
\u00c7ekirdek \u00fccret art\u0131\u015f\u0131n\u0131n %3,4 seviyesinde istikrar\u0131n\u0131 korumas\u0131, t\u00fcketici talebinin g\u00fc\u00e7l\u00fc kalmaya devam ederken k\u0131sa vadede y\u00fcksek enflasyonist bir bask\u0131y\u0131 tetikleme riskinin s\u0131n\u0131rl\u0131 oldu\u011funa i\u015faret ediyor. Bununla birlikte, ikramiyeler dahil toplam \u00fccret art\u0131\u015f\u0131n\u0131n %4,3\u2019e hafif gerilemesi, merkez bankas\u0131na agresif faiz indirimlerine y\u00f6nelmek yerine manevra alan\u0131 sa\u011fl\u0131yor. Bu dengeli g\u00f6r\u00fcn\u00fcm\u00fcn, k\u0131sa vadeli GBP put opsiyonlar\u0131n\u0131 satmay\u0131 cazip bir strateji haline getirdi\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz; zira para biriminde a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskin s\u0131n\u0131rl\u0131 kalmas\u0131 bekleniyor.<\/p>\n\n
Tarihsel trendlere bak\u0131ld\u0131\u011f\u0131nda, \u0130ngiltere\u2019de istihdam art\u0131\u015flar\u0131n\u0131n bu \u00f6l\u00e7\u00fcde beklentileri a\u015ft\u0131\u011f\u0131 d\u00f6nemlerde Sterlin\u2019in takip eden yirmi g\u00fcn i\u00e7inde ortalama %1,2 de\u011fer kazand\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Ayr\u0131ca \u0130ngiltere enflasyonunun h\u00e2lihaz\u0131rda %2,1 civar\u0131nda seyretmesi, reel \u00fccret art\u0131\u015f\u0131n\u0131n pozitif oldu\u011funa ve t\u00fcketici harcamalar\u0131n\u0131 aktif bi\u00e7imde destekledi\u011fine i\u015faret ediyor. GBP\/USD\u2019de call calendar spread kullan\u0131m\u0131, zaman de\u011feri erozyonunun (time decay) etkisini s\u0131n\u0131rlarken bu istikrarl\u0131 yukar\u0131 y\u00f6nl\u00fc e\u011filimden faydalanmam\u0131za imk\u00e2n tan\u0131r.<\/p>\n\n
Bunu ABD ile de kar\u015f\u0131la\u015ft\u0131rmak gerekir: Son i\u015fg\u00fcc\u00fc verileri ABD\u2019de so\u011fumaya i\u015faret ederken i\u015fsizlik oran\u0131 %4,1\u2019e do\u011fru kademeli y\u00fckseliyor. Bu makro ayr\u0131\u015fma, Fed\u2019in faiz indirimine gitme bask\u0131s\u0131n\u0131n BoE\u2019ye k\u0131yasla daha y\u00fcksek oldu\u011fu anlam\u0131na geliyor. A\u011fustos 2026 sonu vadeli GBP\/USD call opsiyonlar\u0131nda uzun pozisyon, geni\u015fleyen getiri fark\u0131ndan yararlanmay\u0131 sa\u011flayabilir.<\/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\u2019de f\u0131rsat m\u0131? ONS\u2019ye g\u00f6re \u0130ngiltere\u2019de i\u015fsizlik %4,9 ile beklenti alt\u0131; claimant art\u0131\u015f\u0131 zay\u0131f, istihdam +147 bin. \u00dccretler dengeli, GBP\/USD 1,3450. BoE temkinli; y\u00fckseli\u015f potansiyeli, opsiyon stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50047,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51343","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t