\u0130ngiltere Merkez Bankas\u0131 (BoE) bug\u00fcn politika karar\u0131n\u0131 ve g\u00fcncellenmi\u015f tahminlerini yay\u0131ml\u0131yor. Piyasalar de\u011fi\u015fiklik beklemezken, faizlerin sabit tutulmas\u0131 y\u00f6n\u00fcnde 7-2\u2019lik bir oylama ayr\u0131\u015fmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Huw Pill ve Megan Greene\u2019in \u201c\u00f6n al\u0131c\u0131\u201d art\u0131\u015f y\u00f6n\u00fcnde oy kullanmas\u0131 bekleniyor. Orta Do\u011fu\u2019daki gerilime ba\u011fl\u0131 yeniden y\u00fckselen enerji fiyat oynakl\u0131\u011f\u0131 kar\u015f\u0131s\u0131nda, oda\u011f\u0131n Birle\u015fik Krall\u0131k T\u00dcFE\u2019sinde \u00f6ng\u00f6r\u00fclen tepe noktas\u0131na ve hedefe d\u00f6n\u00fc\u015f patikas\u0131na \u00e7evrilmesi bekleniyor. Brent petrol Per\u015fembe g\u00fcn\u00fc %1,4 y\u00fckselerek varil ba\u015f\u0131na 89 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131; bu, son toplant\u0131daki seviyenin yakla\u015f\u0131k 10 dolar \u00fczerinde. Do\u011falgaz fiyatlar\u0131 ise Haziran\u2019a k\u0131yasla yakla\u015f\u0131k 50 dolar daha y\u00fcksek.<\/p>\n
Faiz patikas\u0131 fiyatlamas\u0131 bir y\u0131ll\u0131k vadede h\u00e2l\u00e2 g\u00fcvercin e\u011filimli; faiz vadeli i\u015flemleri iki indirim ima ediyor. Buna kar\u015f\u0131n, Eyl\u00fcl\u2019de art\u0131\u015f ihtimali %52, Kas\u0131m\u2019da ise %56 olarak fiyatlan\u0131yor. Yine de Birle\u015fik Krall\u0131k\u2019ta finansal ko\u015fullar s\u0131k\u0131la\u015ft\u0131: 10 y\u0131ll\u0131k Gilt getirisi son bir ayda 28 baz puan y\u00fckseldi. Hisse taraf\u0131nda oynakl\u0131k teknoloji odakl\u0131 seyretti: G\u00fcney Kore Kospi son be\u015f seansta %20 geriledi ve Per\u015fembe g\u00fcn\u00fc ilave %1,5 d\u00fc\u015ft\u00fc; Nasdaq 100 ise \u00c7ar\u015famba g\u00fcn\u00fc sert sat\u0131\u015f g\u00f6rd\u00fc. Buna kar\u015f\u0131l\u0131k FTSE 100, bir ayda %4,5 y\u00fckselerek g\u00fcn i\u00e7i rekor seviyeyi test etti; 11.000 seviyesi g\u00fcndemde.<\/p>\n
T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lara oda\u011f\u0131 faiz vadeli i\u015flemlerine \u00e7evirmelerini \u00f6neriyoruz; zira BoE\u2019nin bug\u00fcn beklenen \u201caktif bekle-g\u00f6r\u201d duru\u015fu, Kas\u0131m\u2019da olas\u0131 bir ad\u0131m i\u00e7in kap\u0131y\u0131 a\u00e7\u0131k tutuyor. 10 y\u0131ll\u0131k \u0130ngiltere Gilt getirisi son bir ayda 28 baz puan artarak yakla\u015f\u0131k %4,2 seviyesine gelirken, k\u0131sa vadeli sterlin faiz (SONIA) vadeli kontratlar\u0131nda i\u015flem yapmak bu getiri oynakl\u0131\u011f\u0131n\u0131 de\u011ferlendirmek i\u00e7in stratejik bir yol sunuyor. S\u0131k\u0131 kredi ko\u015fullar\u0131 ve Haziran\u2019da beklentinin alt\u0131nda gelen enflasyon gibi yumu\u015fayan makro veriler, \u00f6n\u00fcm\u00fczdeki haftalarda \u201cuzat\u0131lm\u0131\u015f duraklama\u201d senaryosuna oynayan pozisyonlar\u0131n olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n
FTSE 100 t\u00fcrevlerinde (\u00f6r. al\u0131m opsiyonlar\u0131\/call) y\u00fckseli\u015f y\u00f6nl\u00fc pozisyonlar al\u0131nmas\u0131n\u0131 \u00f6neriyoruz; endeksin 11.000 seviyesine do\u011fru g\u00fc\u00e7l\u00fc bir hamle hedefledi\u011fi g\u00f6r\u00fcl\u00fcyor. Yat\u0131r\u0131mc\u0131lar, Nasdaq 100\u2019deki geri \u00e7ekilme ve G\u00fcney Kore Kospi\u2019nin sadece be\u015f seansta %20 d\u00fc\u015f\u00fc\u015f\u00fcyle belirginle\u015fen, y\u00fcksek oynakl\u0131\u011fa sahip k\u00fcresel teknoloji hisselerinden \u00e7\u0131k\u0131p pozisyon de\u011fi\u015ftiriyor. FTSE\u2019nin enerji ve t\u00fcketim \u00fcr\u00fcnleri gibi defansif de\u011fer hisselerinin a\u011f\u0131rl\u0131kl\u0131 oldu\u011fu yap\u0131s\u0131, bu geni\u015f piyasa rotasyonu s\u0131ras\u0131nda endeksi daha diren\u00e7li bir \u201cs\u0131\u011f\u0131nak\u201d h\u00e2line getiriyor.<\/p>\n
Orta Do\u011fu\u2019daki kal\u0131c\u0131 gerilimler nedeniyle Brent petrol\u00fcn varil ba\u015f\u0131na 89 dolar\u0131n \u00fczerine s\u0131\u00e7ramas\u0131, enerji opsiyonlar\u0131 ve vadeli i\u015flemlerde de \u00f6nemli f\u0131rsatlara i\u015faret ediyor. Do\u011falgaz fiyatlar\u0131 Haziran seviyelerinin yakla\u015f\u0131k 50 dolar \u00fczerinde i\u015flem g\u00f6r\u00fcyor; bu durum Birle\u015fik Krall\u0131k\u2019\u0131n s\u00fcregelen enerji arz g\u00fcvenli\u011fi endi\u015felerini do\u011frudan besliyor. Yat\u0131r\u0131mc\u0131lar, Kuzey Denizi\u2019ndeki sondaj giri\u015fimleri kademeli olarak artarken olas\u0131 ilave arz kesintilerine kar\u015f\u0131 korunma amac\u0131yla petrolde uzun call spread stratejilerini de\u011ferlendirebilir.<\/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":" BoE bug\u00fcn sabit faizde 7-2 ayr\u0131\u015fma sinyali verebilir: Pill-Greene art\u0131\u015fa yak\u0131n. Enerji \u015foku (Brent 89$, gaz +50$) T\u00dcFE patikas\u0131n\u0131 izletecek. Strateji: SONIA t\u00fcrevleri, FTSE100 call, petrolde call spread.<\/p>\n","protected":false},"author":87,"featured_media":50107,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52022","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