{"id":51993,"date":"2026-07-30T02:51:46","date_gmt":"2026-07-30T02:51:46","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/fedin-bolunmus-oylamayla-faizleri-sabit-tutmasinin-ardindan-dolar-geriledi-euro-ve-sterlin-yukseldi-petrol-ve-altin-ralli-yapti\/"},"modified":"2026-07-30T02:51:46","modified_gmt":"2026-07-30T02:51:46","slug":"fedin-bolunmus-oylamayla-faizleri-sabit-tutmasinin-ardindan-dolar-geriledi-euro-ve-sterlin-yukseldi-petrol-ve-altin-ralli-yapti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/fedin-bolunmus-oylamayla-faizleri-sabit-tutmasinin-ardindan-dolar-geriledi-euro-ve-sterlin-yukseldi-petrol-ve-altin-ralli-yapti\/","title":{"rendered":"Fed\u2019in b\u00f6l\u00fcnm\u00fc\u015f oylamayla faizleri sabit tutmas\u0131n\u0131n ard\u0131ndan dolar geriledi; euro ve sterlin y\u00fckseldi, petrol ve alt\u0131n ralli yapt\u0131"},"content":{"rendered":"

ABD dolar\u0131, Fed\u2019in faizleri sabit tutmas\u0131n\u0131n ard\u0131ndan \u00c7ar\u015famba g\u00fcnk\u00fc ABD seans\u0131nda geri \u00e7ekildi. FOMC, federal fon hedef aral\u0131\u011f\u0131n\u0131 3,50%\u20133,75% seviyesinde 9\u2019a kar\u015f\u0131 3 oyla korudu. Cleveland Fed Ba\u015fkan\u0131 Beth Hammack, Minneapolis Fed Ba\u015fkan\u0131 Neel Kashkari ve Dallas Fed Ba\u015fkan\u0131 Lorie Logan 25 baz puanl\u0131k art\u0131\u015f\u0131 tercih etti. Fed, faaliyetin sa\u011flam bir h\u0131zda geni\u015fledi\u011fini, enflasyonun ise enerji kaynakl\u0131 arz \u015foklar\u0131 nedeniyle k\u0131smen y\u00fcksek seyretti\u011fini belirtti. DXY yakla\u015f\u0131k %0,5 d\u00fc\u015f\u00fc\u015fle 100,90 civar\u0131na inerken tahvil getirileri de geriledi; g\u00fcn i\u00e7inde dolar, euro kar\u015f\u0131s\u0131nda %0,67 ve sterlin kar\u015f\u0131s\u0131nda %0,48 de\u011fer kaybederken Avustralya dolar\u0131 kar\u015f\u0131s\u0131nda %0,32 y\u00fckseldi.<\/p>\n

EUR\/USD yakla\u015f\u0131k %0,7 art\u0131\u015fla 1,1470 civar\u0131na y\u00fckselirken, GBP\/USD de piyasan\u0131n Bank Rate\u2019i 3,75%\u2019te b\u0131rakmas\u0131 beklenen \u0130ngiltere Merkez Bankas\u0131 karar\u0131na odaklanmas\u0131yla yakla\u015f\u0131k %0,5 artarak 1,3360 civar\u0131na \u00e7\u0131kt\u0131. USD\/JPY yakla\u015f\u0131k %0,2 d\u00fc\u015f\u00fc\u015fle 163,50 seviyesine gerilerken, AUD\/USD Avustralya\u2019da May\u0131s ay\u0131 yap\u0131 ruhsatlar\u0131n\u0131n %1,1 d\u00fc\u015fmesiyle yakla\u015f\u0131k %0,4 azalarak 0,6945 civar\u0131na indi. WTI %7\u2019nin \u00fczerinde y\u00fckseli\u015fle varil ba\u015f\u0131na yakla\u015f\u0131k 85 dolara \u00e7\u0131karken, alt\u0131n yakla\u015f\u0131k %0,7 art\u0131\u015fla ons ba\u015f\u0131na 4.056 dolar civar\u0131na y\u00fckseldi. A\u00e7\u0131klanmas\u0131 beklenen ABD verileri aras\u0131nda %2,1 seviyesinde g\u00f6r\u00fclmesi beklenen 2\u00c7 GSYH, \u00e7ekirdek PCE\u2019nin ayl\u0131k %0,2 ve y\u0131ll\u0131k %3,3 gelmesi, i\u015fsizlik ba\u015fvurular\u0131n\u0131n 187 binden 200 bine y\u00fckselmesi beklentisi ile ki\u015fisel gelir ve harcamalar\u0131n her ikisinin de %0,3 artmas\u0131 yer al\u0131yor.<\/p>\n

Fed\u2019de Politika Ayr\u0131\u015fmas\u0131 D\u00f6viz ve Emtia Volatilitesini Tetikliyor<\/h3>\n

Federal Rezerv faizleri 3,50%\u20133,75% aral\u0131\u011f\u0131nda tutarken, ABD Dolar Endeksi\u2019nin zay\u0131flad\u0131\u011f\u0131n\u0131 ve son olarak %0,5 d\u00fc\u015ferek 100,90\u2019a geriledi\u011fini g\u00f6r\u00fcyoruz. Tarihsel olarak Fed i\u00e7inde bug\u00fcnk\u00fc 9\u20133\u2019l\u00fck ayr\u0131\u015fma gibi g\u00f6r\u00fc\u015f b\u00f6l\u00fcnmeleri olu\u015ftu\u011funda, yat\u0131r\u0131mc\u0131lar\u0131n bir sonraki toplant\u0131n\u0131n patikas\u0131n\u0131 sorgulamas\u0131yla piyasa oynakl\u0131\u011f\u0131 artma e\u011filimindedir. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na, yakla\u015fan Euro B\u00f6lgesi GSYH ve ABD PCE enflasyon verileri \u00f6ncesinde dolar (USD) \u00fczerinde k\u0131sa vadeli sat\u0131m (put) opsiyonlar\u0131 veya euroda (EUR\/USD) al\u0131m (call) opsiyonlar\u0131nda uzun pozisyon \u00f6neriyoruz.<\/p>\n

Alt\u0131n\u0131n ons ba\u015f\u0131na 4.056 dolar civar\u0131nda benzeri g\u00f6r\u00fclmemi\u015f bir zirveye ula\u015fmas\u0131, g\u00fcvenli liman talebinin piyasaya a\u00e7\u0131k bi\u00e7imde h\u00e2kim oldu\u011funu g\u00f6steriyor. Fed karar\u0131n\u0131n ard\u0131ndan gerileyen ABD Hazine tahvili getirileri, tarihsel olarak getirisi olmayan k\u0131ymetli metalleri elde tutman\u0131n f\u0131rsat maliyetini d\u00fc\u015f\u00fcr\u00fcr. Jeopolitik riskler ve zay\u0131flayan dolar\u0131n destekledi\u011fi yukar\u0131 y\u00f6nl\u00fc momentumun s\u00fcrmesi ihtimaline kar\u015f\u0131 uzun alt\u0131n vadeli i\u015flemleri veya al\u0131m opsiyonlar\u0131yla pozisyon al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Jeopolitik Gerilimler Ortam\u0131nda Enerji ve D\u00f6viz Stratejileri<\/h3>\n

WTI\u2019\u0131n %7\u2019lik sert s\u0131\u00e7ramayla varil ba\u015f\u0131na 85 dolara \u00e7\u0131kmas\u0131, Orta Do\u011fu\u2019daki jeopolitik gerilimlerin k\u00fcresel enerji arz\u0131n\u0131 ne kadar h\u0131zl\u0131 sekteye u\u011fratabilece\u011fini ortaya koyuyor. Irak ve \u00dcrd\u00fcn\u2019de askeri sald\u0131r\u0131lara dair son haberler, 2022\u2019de fiyatlar\u0131n 120 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 petrol \u015fokunu and\u0131rarak ani fiyat s\u0131\u00e7ramalar\u0131 riskini hat\u0131rlat\u0131yor. Daha fazla t\u0131rmanmaya kar\u015f\u0131 portf\u00f6yleri korumak i\u00e7in WTI ham petrol\u00fcnde vadesiz (out-of-the-money) al\u0131m opsiyonlar\u0131n\u0131n kademeli olarak biriktirilmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

Japon yeni dolar kar\u015f\u0131s\u0131nda 163,50 seviyesinde \u00e7ok y\u0131ll\u0131 diplerine yak\u0131n seyrini s\u00fcrd\u00fcr\u00fcrken, piyasalar Tokyo\u2019dan gelecek enflasyon verilerine odaklan\u0131yor ve bu durum klasik bir volatilite f\u0131rsat\u0131 yarat\u0131yor. \u00d6te yandan Avustralya\u2019da daha yumu\u015fak enflasyon g\u00f6r\u00fcn\u00fcm\u00fc, merkez bankas\u0131n\u0131n yeni bir faiz art\u0131r\u0131m\u0131na gitme olas\u0131l\u0131\u011f\u0131n\u0131 belirgin bi\u00e7imde azaltarak Avustralya dolar\u0131 \u00fczerinde bask\u0131y\u0131 art\u0131r\u0131yor. Bu ayr\u0131\u015fmadan yararlanmak i\u00e7in euro kar\u015f\u0131s\u0131nda k\u0131sa AUD pozisyonlar\u0131 veya ani piyasa hareketlerini yakalamaya y\u00f6nelik JPY volatilite straddle stratejileri \u00f6neriyoruz.<\/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":"

Fed\u2019de 9\u2019a 3 ayr\u0131\u015fma dolar\u0131 sarst\u0131: DXY %0,5 d\u00fc\u015ferek 100,90\u2019a indi, EUR\/USD %0,7 y\u00fckseldi. Tahvil getirileri gerilerken alt\u0131n 4.056$, WTI %7 s\u0131\u00e7ray\u0131p 85$ oldu. G\u00f6zler ABD GSYH-PCE verilerinde.<\/p>\n","protected":false},"author":87,"featured_media":49961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51993","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