{"id":51661,"date":"2026-07-24T21:00:34","date_gmt":"2026-07-24T21:00:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/sterlin-petrol-fiyatlarindaki-dususun-dolari-vurmasiyla-toparladi-fed-boe-ayrismasinin-gbp-usdyi-yonlendirmesi-bekleniyor\/"},"modified":"2026-07-24T21:00:34","modified_gmt":"2026-07-24T21:00:34","slug":"sterlin-petrol-fiyatlarindaki-dususun-dolari-vurmasiyla-toparladi-fed-boe-ayrismasinin-gbp-usdyi-yonlendirmesi-bekleniyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/sterlin-petrol-fiyatlarindaki-dususun-dolari-vurmasiyla-toparladi-fed-boe-ayrismasinin-gbp-usdyi-yonlendirmesi-bekleniyor\/","title":{"rendered":"Sterlin, Petrol Fiyatlar\u0131ndaki D\u00fc\u015f\u00fc\u015f\u00fcn Dolar\u0131 Vurmas\u0131yla Toparlad\u0131; Fed-BOE Ayr\u0131\u015fmas\u0131n\u0131n GBP\/USD\u2019yi Y\u00f6nlendirmesi Bekleniyor"},"content":{"rendered":"

Sterlin, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn ABD dolar\u0131 \u00fczerinde bask\u0131 yaratmas\u0131yla, ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n daha fazla t\u0131rmanmaya i\u015faret etmesine ra\u011fmen Cuma g\u00fcn\u00fc yakla\u015f\u0131k %0,20 y\u00fckseldi. Ancak bu hareket, daha geni\u015f g\u00f6r\u00fcn\u00fcm\u00fc tersine \u00e7evirmeye yetmedi; GBP\/USD paritesi haftay\u0131 yakla\u015f\u0131k %0,70 d\u00fc\u015f\u00fc\u015fle kapatmaya haz\u0131rlan\u0131yor. ABD\u2019de S&P Global verileri karma bir ivmeye i\u015faret etti: \u0130malat PMI 53,9\u2019dan 53,8\u2019e gerileyerek 54,5 beklentisinin alt\u0131nda kal\u0131rken, Hizmet PMI 51,2\u2019den 53,6\u2019ya y\u00fckselerek 51 tahmininin belirgin \u015fekilde \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n

Faiz beklentileri g\u00fc\u00e7lenmeye devam etti. Piyasalar h\u00e2l\u00e2 2026\u2019da ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) s\u0131k\u0131la\u015ft\u0131rmaya gidece\u011fi g\u00f6r\u00fc\u015f\u00fcne daha yak\u0131n duruyor ve temmuz toplant\u0131s\u0131na y\u00f6nelik fiyatlamalar, faizin %3,50-%3,75 band\u0131nda de\u011fi\u015fmeyece\u011fi olas\u0131l\u0131\u011f\u0131n\u0131 %59; faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 ise %41 olarak g\u00f6steriyor (g\u00fcn i\u00e7inde yakla\u015f\u0131k 8 puan art\u0131\u015f). \u0130ngiltere\u2019de S&P Global, Bile\u015fik, Hizmet ve \u0130malat PMI\u2019lar\u0131n tamam\u0131n\u0131n Haziran\u2019a k\u0131yasla geni\u015fledi\u011fini ve beklentileri a\u015ft\u0131\u011f\u0131n\u0131 bildirdi. Gelecek hafta Fed\u2019in faizleri sabit tutmas\u0131 bekleniyor; ancak faiz art\u0131\u015f\u0131 ihtimalinin %50\u2019ye ula\u015fabilece\u011fi ifade ediliyor. \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) ise %88 olas\u0131l\u0131kla faizi de\u011fi\u015ftirmemesi bekleniyor. \u0130ma edilen politika fark\u0131, ABD faizleri y\u00fckselirken \u0130ngiltere faizleri y\u00fckselmezse GBP\/USD\u2019de a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskin artabilece\u011fine i\u015faret ediyor.<\/p>\n

Merkez Bankalar\u0131 Kritik Kararlara Haz\u0131rlan\u0131rken GBP\/USD\u2019de \u00d6n\u00fcm\u00fczdeki D\u00f6nemde Volatilite Art\u0131\u015f\u0131<\/h3>\n

Kritik merkez bankas\u0131 kararlar\u0131 yakla\u015f\u0131rken, \u00f6n\u00fcm\u00fczdeki haftalarda GBP\/USD paritesinde artan volatiliteye t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n haz\u0131rl\u0131kl\u0131 olmas\u0131n\u0131 \u00f6neriyoruz. Sterlin, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f sayesinde bug\u00fcn s\u0131n\u0131rl\u0131 bir %0,20 art\u0131\u015f kaydetse de haftay\u0131 yakla\u015f\u0131k %0,70 ekside kapatmaya do\u011fru ilerliyor. K\u00fcresel ham petrol g\u00f6stergeleri yeniden 78 dolar seviyesine do\u011fru gerilerken, k\u0131sa vadede ABD Dolar\u0131 \u00fczerindeki bask\u0131 azald\u0131; ancak Sterlin a\u00e7\u0131s\u0131ndan temel e\u011filim negatif kalmaya devam ediyor.<\/p>\n

Fed\u2019in yakla\u015fan toplant\u0131s\u0131na ili\u015fkin de\u011fi\u015fen olas\u0131l\u0131klar\u0131 yak\u0131ndan izlemek gerekiyor; zira faiz art\u0131\u015f\u0131 giderek daha ger\u00e7ek bir ihtimal haline geliyor. 2026 D\u00fcnya Kupas\u0131\u2019n\u0131n turizm ve ekonomiye sa\u011flad\u0131\u011f\u0131 g\u00fc\u00e7l\u00fc r\u00fczg\u00e2rlar\u0131n da destekledi\u011fi 53,6\u2019l\u0131k g\u00fc\u00e7l\u00fc ABD Hizmet PMI verisi, Fed\u2019in faiz art\u0131rma olas\u0131l\u0131\u011f\u0131n\u0131 %41\u2019e y\u00fckseltti. Fed, piyasan\u0131n \u201cpas\u201d beklentisine kar\u015f\u0131n s\u0131k\u0131la\u015ft\u0131rmaya giderse, ABD dolar\u0131nda h\u0131zl\u0131 ve sert bir ralli bekliyoruz.<\/p>\n

Ayr\u0131\u015fan Politika G\u00f6r\u00fcn\u00fcm\u00fc \u0130\u00e7in \u0130\u015flem Stratejileri<\/h3>\n

Bu arada \u0130ngiltere\u2019de yat\u0131r\u0131mc\u0131lar\u0131n, olumlu yurti\u00e7i imalat verilerine ra\u011fmen Ba\u015fbakan Andy Burnham\u2019\u0131n maliye politikalar\u0131 etraf\u0131ndaki siyasi belirsizlikle y\u00f6n bulmas\u0131 gerekiyor. BoE\u2019nin gelecek per\u015fembe g\u00fcnk\u00fc toplant\u0131s\u0131nda faizleri de\u011fi\u015ftirmemesi geni\u015f \u00e7apta bekleniyor; piyasan\u0131n ima etti\u011fi olas\u0131l\u0131k %88 seviyesinde. \u015eahin bir Fed ile bekle-g\u00f6r modundaki BoE aras\u0131ndaki faiz fark\u0131n\u0131n a\u00e7\u0131lmas\u0131, GBP\/USD paritesinde yakla\u015fan bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc harekete i\u015faret ediyor.<\/p>\n

Buna g\u00f6re konumlanmak i\u00e7in, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketten faydalan\u0131rken riski s\u0131k\u0131 \u015fekilde s\u0131n\u0131rlamak amac\u0131yla t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n GBP\/USD sat\u0131m (put) opsiyonlar\u0131n\u0131 kullanmas\u0131n\u0131 \u00f6neriyoruz. K\u0131sa vadeli diren\u00e7 seviyelerine do\u011fru y\u00fckseli\u015flerde sterlin vadeli kontratlar\u0131nda sat\u0131\u015f yapmak da para politikas\u0131 ayr\u0131\u015fmas\u0131n\u0131n tarihsel e\u011filimleriyle uyumlu. A\u011fustos ortas\u0131nda vadesi dolacak \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (out-of-the-money) put\u2019lar sat\u0131n alarak, Fed\u2019in \u015fahin bir s\u00fcrpriz yapmas\u0131 halinde olas\u0131 h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 portf\u00f6yleri koruyabiliriz.<\/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 petrol d\u00fc\u015f\u00fc\u015f\u00fcyle g\u00fcnl\u00fck %0,20 toparlansa da haftay\u0131 %0,70 ekside kapat\u0131yor. PMI\u2019lar kar\u0131\u015f\u0131k; Fed\u2019de art\u0131\u015f olas\u0131l\u0131\u011f\u0131 %41\u2019e \u00e7\u0131kt\u0131. BoE pas ge\u00e7erse GBP\/USD\u2019de d\u00fc\u015f\u00fc\u015f riski art\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49989,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51661","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