Ham petrol fiyatlar\u0131 Cuma g\u00fcn\u00fc s\u0131\u00e7rad\u0131 ancak Pazartesi sert d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131larak, piyasalar\u0131n askeri faaliyetlerde bir duraklamay\u0131 fiyatlamas\u0131yla 6 dolarl\u0131k bir bo\u015fluk (gap) b\u0131rakt\u0131. K\u0131z\u0131ldeniz\u2019de Bab el-Mendeb Bo\u011faz\u0131 tehdit alt\u0131nda kalmay\u0131 s\u00fcrd\u00fcrse de, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en ak\u0131\u015flar\u0131n yeniden verimli seviyelere d\u00f6nmesi WTI ve Brent \u00fczerinde bask\u0131 yaratt\u0131. Hareket, spek\u00fclat\u00f6rlerin pozisyon \u00e7\u00f6zmeleriyle g\u00fc\u00e7lenirken, k\u00fcresel talep beklentilerindeki yumu\u015fama d\u00fc\u015f\u00fc\u015f e\u011filimini peki\u015ftirdi. G\u00f6r\u00fcn\u00fcmde ayr\u0131ca, Kas\u0131m ara se\u00e7imleri \u00f6ncesinde benzin fiyatlar\u0131n\u0131 d\u00fc\u015f\u00fcrmeye y\u00f6nelik ABD\u2019deki siyasi bask\u0131 ve ABD-\u0130ran gerilimlerinin yeniden t\u0131rmanma riski vurguland\u0131.<\/p>\n\n
Dikkat daha sonra ABD hisselerine kayd\u0131. S&P 500 ve NASDAQ, yapay zek\u00e2 harcamalar\u0131n\u0131n gelir performans\u0131na k\u0131yasla sorgulanmas\u0131 ve yo\u011fun bilan\u00e7o takvimi nedeniyle bask\u0131 g\u00f6rd\u00fc. Apple, Meta, Amazon ve Microsoft\u2019un Sal\u0131 ve \u00c7ar\u015famba g\u00fcn\u00fc sonu\u00e7 a\u00e7\u0131klamas\u0131 beklenirken, Sal\u0131 g\u00fcnk\u00fc ABD Fed faiz karar\u0131 da ek bir kataliz\u00f6r olarak \u00f6ne \u00e7\u0131k\u0131yor; n\u00f6tr beklentiye ra\u011fmen olas\u0131 bir art\u0131r\u0131m ihtimali konu\u015fuluyor. Yorumda, geni\u015f tabanl\u0131 dolar g\u00fcc\u00fcn\u00fcn AUDUSD ve di\u011fer ana pariteleri etkiledi\u011fi, dolar\u0131n g\u00fc\u00e7lenmesiyle alt\u0131ndaki Pazartesi gap\u2019inin kapand\u0131\u011f\u0131 ve XAUUSD\u2019nin a\u015f\u0131r\u0131 sat\u0131m stokastik osilat\u00f6r\u00fc, trend \u00e7izgisi testleri ve olas\u0131 bir ikili tepe boyun \u00e7izgisi etraf\u0131nda \u00e7er\u00e7evelendi\u011fi belirtildi. AUDCAD\u2019in ise yerle\u015fik trend \u00e7izgileri ve destek \u00e7evresinde yatay bantta kald\u0131\u011f\u0131 ifade edildi.<\/p>\n\n
Orta Do\u011fu geriliminin hafiflemesi ve H\u00fcrm\u00fcz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131n yeniden toparlanmas\u0131yla Brent ve WTI\u2019\u0131n 6 dolarl\u0131k g\u00fc\u00e7l\u00fc bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc a\u00e7\u0131l\u0131\u015f bo\u015flu\u011fuyla zorlanmas\u0131 nedeniyle ham petrolde a\u015fa\u011f\u0131 y\u00f6n\u00fc oynamam\u0131z gerekiyor. OPEC+\u2019\u0131n bu y\u0131l\u0131n ilerleyen d\u00f6nemlerinde g\u00fcnl\u00fck 2,2 milyon varillik g\u00f6n\u00fcll\u00fc kesintileri kademeli olarak sonland\u0131rma ihtimaliyle arz fazlas\u0131 giderek daha somut hale geliyor. WTI\u2019da 75 dolar diren\u00e7 seviyesine do\u011fru y\u00fckseli\u015flerin sat\u0131\u015f (short) f\u0131rsat\u0131 olarak de\u011ferlendirilmesini \u00f6neriyoruz; Kas\u0131m 2026 ara se\u00e7imleri \u00f6ncesinde ABD y\u00f6netiminin enerji maliyetlerini a\u015fa\u011f\u0131 \u00e7ekme bask\u0131s\u0131 yak\u0131ndan izlenmeli.<\/p>\n\n
NASDAQ ve S&P 500, mega \u00f6l\u00e7ekli teknoloji devleri i\u00e7in kritik bilan\u00e7o haftas\u0131na girerken ciddi bask\u0131 alt\u0131nda. Yat\u0131r\u0131mc\u0131lar, baz\u0131 \u015firketlerde y\u0131ll\u0131k bazda %40\u2019\u0131 a\u015fan yapay zek\u00e2 kaynakl\u0131 sermaye harcamalar\u0131n\u0131n yak\u0131n vadede ayn\u0131 \u00f6l\u00e7ekte gelir \u00fcretmemesinden giderek daha fazla \u015f\u00fcphe duyuyor. \u00d6zellikle Microsoft ve Meta\u2019dan gelecek bilan\u00e7olar y\u00fcksek de\u011ferlemeleri hakl\u0131 \u00e7\u0131karmazsa, NASDAQ rallilerinde k\u0131sa vadeli sat\u0131\u015f (short) f\u0131rsatlar\u0131 aranmal\u0131.<\/p>\n\n
Bu haftaki Fed faiz karar\u0131, yap\u0131\u015fkan enflasyonla m\u00fccadelede s\u00fcrpriz bir faiz art\u0131r\u0131m\u0131 f\u0131s\u0131lt\u0131lar\u0131yla desteklenen g\u00fc\u00e7l\u00fc ABD dolar\u0131 temas\u0131n\u0131 canl\u0131 tutuyor. Konsens\u00fcs, faizin mevcut %4,25 band\u0131nda sabit tutulaca\u011f\u0131 y\u00f6n\u00fcnde olsa da, \u015fahin tonlu bir ileti\u015fim dolar\u0131n daha da g\u00fc\u00e7lenmesine yol a\u00e7abilir. Dolar\u0131n geri \u00e7ekilmelerinde al\u0131m \u00f6neriyoruz; \u00f6zellikle k\u00fcresel emtia talebindeki zay\u0131flamaya hassas olan Avustralya dolar\u0131 kar\u015f\u0131s\u0131nda (AUDUSD).<\/p>\n\n
Alt\u0131n yat\u0131r\u0131mc\u0131lar\u0131, g\u00fc\u00e7l\u00fc ABD dolar\u0131 ve kapanan a\u00e7\u0131l\u0131\u015f bo\u015flu\u011fu (gap) nedeniyle y\u00fcksek oynakl\u0131\u011fa haz\u0131rlanmal\u0131. 2.350 dolar destek seviyesi yak\u0131ndan izleniyor: a\u015f\u0131r\u0131 sat\u0131m stokastik g\u00f6stergesinin tepki al\u0131m\u0131n\u0131 tetikleyip tetiklemeyece\u011fi veya ikili tepe formasyonunun daha derin bir d\u00fczeltmeyi do\u011frulay\u0131p do\u011frulamayaca\u011f\u0131 belirleyici olacak. Alt trend \u00e7izgisinden net bir reddedi\u015f ya da g\u00fc\u00e7l\u00fc bir k\u0131r\u0131l\u0131m g\u00f6r\u00fclene kadar uzun pozisyonlarda bekle-g\u00f6r yakla\u015f\u0131m\u0131 \u00f6neriyoruz.<\/p>\n\n
Son olarak AUDCAD paritesi, iyi tan\u0131mlanm\u0131\u015f bir bant i\u00e7inde s\u0131k\u0131\u015fm\u0131\u015f durumda ve bu yap\u0131 i\u015flem a\u00e7\u0131s\u0131ndan de\u011ferlendirilmeye devam edilebilir. Alt destek band\u0131na yak\u0131n al\u0131m, \u00fcst trend \u00e7izgisine yak\u0131n sat\u0131\u015f hedeflenmeli; sermayeyi korumak i\u00e7in s\u0131k\u0131 zarar-kes seviyeleri kullan\u0131lmal\u0131. Zay\u0131f k\u00fcresel b\u00fcy\u00fcme beklentilerinin Avustralya ve Kanada dolarlar\u0131 \u00fczerinde z\u0131t y\u00f6nl\u00fc bask\u0131lar yaratmas\u0131 nedeniyle, bu yatay bant stratejisi \u015fu a\u015famada g\u00f6rece daha g\u00fcvenilir g\u00f6r\u00fcn\u00fcyor.<\/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":" Petrolde sert d\u00f6n\u00fc\u015f: WTI-Brent 6 dolarl\u0131k gap\u2019le \u00e7\u00f6kerken H\u00fcrm\u00fcz ak\u0131\u015f\u0131 ve talep zay\u0131fl\u0131\u011f\u0131 bask\u0131l\u0131yor. G\u00f6zler Fed ve mega teknoloji bilan\u00e7olar\u0131nda; dolar g\u00fc\u00e7l\u00fc, alt\u0131n dalgal\u0131, AUDCAD bantta.<\/p>\n","protected":false},"author":87,"featured_media":50158,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51836","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