{"id":51556,"date":"2026-07-23T15:59:27","date_gmt":"2026-07-23T15:59:27","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/abdde-issizlik-maasi-basvurulari-1969dan-bu-yana-en-dusuk-seviyeye-inerken-dolar-guclendi-faiz-indirimi-beklentileri-zayifladi\/"},"modified":"2026-07-23T15:59:27","modified_gmt":"2026-07-23T15:59:27","slug":"abdde-issizlik-maasi-basvurulari-1969dan-bu-yana-en-dusuk-seviyeye-inerken-dolar-guclendi-faiz-indirimi-beklentileri-zayifladi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abdde-issizlik-maasi-basvurulari-1969dan-bu-yana-en-dusuk-seviyeye-inerken-dolar-guclendi-faiz-indirimi-beklentileri-zayifladi\/","title":{"rendered":"ABD\u2019de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 1969\u2019dan bu yana en d\u00fc\u015f\u00fck seviyeye inerken dolar g\u00fc\u00e7lendi, faiz indirimi beklentileri zay\u0131flad\u0131"},"content":{"rendered":"

ABD \u00c7al\u0131\u015fma Bakanl\u0131\u011f\u0131\u2019na g\u00f6re, 18 Temmuz\u2019da sona eren haftada ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 187 bin seviyesine geriledi. Bu rakam, \u00f6nceki haftadaki 209 bin ile kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda d\u00fc\u015f\u00fc\u015fe i\u015faret ederken, piyasan\u0131n 212 binlik beklentisinin de alt\u0131nda kald\u0131. D\u00f6rt haftal\u0131k hareketli ortalama 7.250 azal\u0131\u015fla 207.500\u2019e indi. Bloomberg analistleri veriyi 1969\u2019dan bu yana g\u00f6r\u00fclen en d\u00fc\u015f\u00fck seviye olarak nitelendirdi. Ayr\u0131 olarak, 11 Temmuz\u2019da sona eren haftaya ili\u015fkin mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f sigortal\u0131 i\u015fsizlik 1.796.000 olarak hesapland\u0131; bu da bir \u00f6nceki haftan\u0131n revize edilmi\u015f seviyesine g\u00f6re 2.000 d\u00fc\u015f\u00fc\u015f anlam\u0131na geliyor.<\/p>\n

Veri sonras\u0131 ABD Dolar\u0131 g\u00fc\u00e7l\u00fc seyrini korudu. ABD Dolar Endeksi (DXY), yay\u0131m an\u0131 itibar\u0131yla g\u00fcn i\u00e7inde %0,22 y\u00fckseli\u015fle 101,35 seviyesindeydi. Verilerle birlikte sunulan daha geni\u015f \u00e7er\u00e7evede, i\u015fg\u00fcc\u00fc piyasas\u0131 ko\u015fullar\u0131n\u0131n b\u00fcy\u00fcme, \u00fccretler, enflasyon dinamikleri ve para politikas\u0131 kanal\u0131yla kur de\u011ferlemesine etkisine dikkat \u00e7ekildi. Ayr\u0131ca, Fed\u2019in \u201cazami istihdam ve fiyat istikrar\u0131\u201d \u015feklindeki \u00e7ifte hedefi hat\u0131rlat\u0131l\u0131rken, Avrupa Merkez Bankas\u0131\u2019n\u0131n enflasyona odaklanan yakla\u015f\u0131m\u0131yla kar\u015f\u0131la\u015ft\u0131rma yap\u0131ld\u0131.<\/p>\n

S\u0131k\u0131 \u0130\u015fg\u00fcc\u00fc Piyasas\u0131 ve Makroekonomik Sonu\u00e7lar<\/h3>\n

18 Temmuz\u2019da sona eren haftada i\u015fsizlik ba\u015fvurular\u0131n\u0131n tarihi d\u00fc\u015f\u00fck seviye olan 187 bine gerilemesi, son derece s\u0131k\u0131 bir i\u015fg\u00fcc\u00fc piyasas\u0131na i\u015faret ediyor. Beklentileri a\u015fan bu d\u00fc\u015f\u00fc\u015f, daha geni\u015f \u00e7apl\u0131 yava\u015flama endi\u015felerine ra\u011fmen ekonominin g\u00fc\u00e7l\u00fc bir dayan\u0131kl\u0131l\u0131k sergiledi\u011fini g\u00f6steriyor. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 olarak, \u00fccret enflasyonunu s\u0131n\u0131rlamak amac\u0131yla Fed\u2019in faizleri daha uzun s\u00fcre y\u00fcksek tutmas\u0131na y\u00f6nelik olas\u0131l\u0131\u011fa haz\u0131rl\u0131kl\u0131 olmal\u0131y\u0131z.<\/p>\n

G\u00fc\u00e7l\u00fc \u0130stihdam Verisine Yan\u0131t Olarak \u0130\u015flem Stratejileri<\/h3>\n

ABD Dolar Endeksi\u2019nin bug\u00fcn 101,35\u2019e y\u00fckselmi\u015f olmas\u0131yla birlikte, \u00f6n\u00fcm\u00fczdeki haftalarda dolar lehine y\u00fckseli\u015f ivmesinin s\u00fcrebilece\u011fini \u00f6ng\u00f6r\u00fcyoruz. Tarihsel olarak, i\u015fsizlik ba\u015fvurular\u0131 200 bin e\u015fi\u011finin alt\u0131na indi\u011finde, dolar\u0131n di\u011fer maj\u00f6r para birimlerine kar\u015f\u0131 istikrarl\u0131 bi\u00e7imde daha iyi performans g\u00f6sterdi\u011fi g\u00f6r\u00fcl\u00fcyor. Bu e\u011filimden faydalanmak i\u00e7in USD \u00fczerinde al\u0131m (call) opsiyonlar\u0131 de\u011ferlendirilebilir veya dolar vadeli kontratlar\u0131nda uzun pozisyon al\u0131nabilir.<\/p>\n

Bu g\u00fc\u00e7l\u00fc istihdam verisi, faiz indirimi beklentilerinin \u00f6telenmesiyle birlikte tahvil getirilerinin yukar\u0131 y\u00f6nl\u00fc bask\u0131 g\u00f6rme olas\u0131l\u0131\u011f\u0131n\u0131 da art\u0131r\u0131yor. 2022\u2019nin ba\u015f\u0131ndaki s\u0131k\u0131 i\u015fg\u00fcc\u00fc piyasas\u0131 d\u00f6neminde, benzer \u015fekilde 190 binin alt\u0131ndaki ba\u015fvurular\u0131n, haftalar i\u00e7inde k\u0131sa vadeli ABD Hazine tahvili getirilerinde 50 baz puanl\u0131k sert bir y\u00fckseli\u015fle ayn\u0131 d\u00f6neme denk geldi\u011fi g\u00f6r\u00fcld\u00fc. Bu \u00e7er\u00e7evede, Hazine tahvili vadeli kontratlar\u0131nda k\u0131sa pozisyon almak veya uzun vadeli tahvil fonlar\u0131nda sat\u0131m (put) opsiyonlar\u0131 almak bir pozisyonlanma alternatifi olabilir.<\/p>\n

Uzun s\u00fcreli y\u00fcksek faiz ortam\u0131, \u00f6zellikle y\u00fcksek b\u00fcy\u00fcme odakl\u0131 sekt\u00f6rlerde olmak \u00fczere hisse senedi piyasas\u0131nda oynakl\u0131\u011f\u0131 art\u0131rma e\u011filimindedir. Ana endekslerde dalgalanmalar beklenebilir; portf\u00f6yleri VIX al\u0131m (call) opsiyonlar\u0131yla hedge etmek de\u011ferlendirilebilir. Para politikas\u0131 beklentileri yeniden fiyatlan\u0131rken, k\u0131sa vadeli stratejilerle hareket etmek yak\u0131n d\u00f6nem piyasa dalgalanmalar\u0131n\u0131 y\u00f6netmeye yard\u0131mc\u0131 olabilir.<\/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 veri: ABD\u2019de ilk i\u015fsizlik ba\u015fvurular\u0131 187 bine inerek 1969\u2019dan beri en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc. Beklenti alt\u0131 rakam DXY\u2019yi 101,35\u2019e ta\u015f\u0131d\u0131; Fed\u2019in faizleri uzun s\u00fcre y\u00fcksek tutma ihtimali g\u00fc\u00e7lendi.<\/p>\n","protected":false},"author":87,"featured_media":49985,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51556","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\/51556","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=51556"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51556\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49985"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51556"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51556"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51556"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}