{"id":52041,"date":"2026-07-30T13:51:58","date_gmt":"2026-07-30T13:51:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/abdde-dort-haftalik-issizlik-maasi-basvurulari-ortalamasi-20275-bine-geriledi-sahin-faiz-gorunumu-ve-dolara-talep-guclendi\/"},"modified":"2026-07-30T13:51:58","modified_gmt":"2026-07-30T13:51:58","slug":"abdde-dort-haftalik-issizlik-maasi-basvurulari-ortalamasi-20275-bine-geriledi-sahin-faiz-gorunumu-ve-dolara-talep-guclendi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abdde-dort-haftalik-issizlik-maasi-basvurulari-ortalamasi-20275-bine-geriledi-sahin-faiz-gorunumu-ve-dolara-talep-guclendi\/","title":{"rendered":"ABD\u2019de d\u00f6rt haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ortalamas\u0131 202,75 bine geriledi; \u015fahin faiz g\u00f6r\u00fcn\u00fcm\u00fc ve dolara talep g\u00fc\u00e7lendi"},"content":{"rendered":"

ABD\u2019de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n d\u00f6rt haftal\u0131k hareketli ortalamas\u0131, 24 Temmuz\u2019da sona eren haftada 202,75 bin seviyesine gerileyerek \u00f6nceki 207,5 bin d\u00fczeyinden d\u00fc\u015ft\u00fc. 4,75 binlik azal\u0131\u015f, son bir ayl\u0131k d\u00f6nemde i\u015fsizlik yard\u0131m\u0131 i\u00e7in yeni ba\u015fvurular\u0131n azald\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n

Oynakl\u0131\u011f\u0131 azaltan yumu\u015fat\u0131lm\u0131\u015f bir g\u00f6sterge olarak d\u00f6rt haftal\u0131k ortalama, ba\u015fvuru verilerindeki haftadan haftaya dalgalanmay\u0131 s\u0131n\u0131rlamak i\u00e7in kullan\u0131l\u0131yor. Son okuma, g\u00f6stergenin \u00f6nceki seviyenin alt\u0131na indi\u011fini ve 24 Temmuz itibar\u0131yla bir \u00f6nceki d\u00f6neme k\u0131yasla daha d\u00fc\u015f\u00fck bir trende i\u015faret etti\u011fini g\u00f6steriyor.<\/p>\n

\u0130\u015fg\u00fcc\u00fc Piyasas\u0131nda S\u0131k\u0131l\u0131k ve Politika A\u00e7\u0131s\u0131ndan Sonu\u00e7lar<\/h3>\n

ABD\u2019de i\u015fsizlik ba\u015fvurular\u0131n\u0131n d\u00f6rt haftal\u0131k ortalamas\u0131n\u0131n 202,75 bine gerilemesi, A\u011fustos 2026\u2019ya girerken i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n son derece s\u0131k\u0131 kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Bu alttaki g\u00fc\u00e7, yurt i\u00e7i ekonominin yava\u015flama endi\u015felerine diren\u00e7li oldu\u011funu d\u00fc\u015f\u00fcnd\u00fcr\u00fcrken, ABD Merkez Bankas\u0131\u2019na (Fed) faiz indirimine h\u0131zla y\u00f6nelmek i\u00e7in \u00e7ok az gerek\u00e7e b\u0131rak\u0131yor. Bu makro arka plan\u0131n, \u00f6n\u00fcm\u00fczdeki haftalarda tahvil getirilerini y\u00fcksek tutaca\u011f\u0131n\u0131 ve ABD dolar\u0131n\u0131 destekleyece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

T\u00fcrev \u00dcr\u00fcnler ve Hisse Senedi Opsiyonlar\u0131nda \u0130\u015flem Stratejileri<\/h3>\n

Bu g\u00f6r\u00fcn\u00fcmden faydalanmak i\u00e7in t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n Hazine tahvili vadeli kontratlar\u0131nda k\u0131sa pozisyonu veya uzun vadeli tahvil ETF\u2019lerinde put opsiyonu al\u0131m\u0131n\u0131 de\u011ferlendirmelerini \u00f6neriyoruz. Tarihsel olarak 205 bin e\u015fi\u011finin alt\u0131na benzer d\u00fc\u015f\u00fc\u015fler\u20142024 ba\u015f\u0131ndaki s\u0131k\u0131 i\u015fg\u00fcc\u00fc ko\u015fullar\u0131na benzer \u015fekilde\u2014faiz indirimi takviminin \u00f6telenmesiyle 10 y\u0131ll\u0131k ABD tahvil getirisini yukar\u0131 itmi\u015ftir. \u015eahin merkez bankas\u0131 beklentisinden do\u011fabilecek momentumu yakalamak i\u00e7in ABD Dolar Endeksi (DXY) \u00fczerinde al\u0131m (call) opsiyonlar\u0131n\u0131 da tercih ediyoruz.<\/p>\n

Hisse senedi opsiyonlar\u0131 taraf\u0131nda ise S&P 500 \u00fczerinde dikey spread stratejileri kullanarak se\u00e7ici volatiliteye haz\u0131rl\u0131kl\u0131 olunmal\u0131. G\u00fc\u00e7l\u00fc bir i\u015fg\u00fcc\u00fc piyasas\u0131, t\u00fcketici harcamalar\u0131 a\u00e7\u0131s\u0131ndan temelde olumlu olsa da, \u201cuzun s\u00fcre y\u00fcksek faiz\u201d ortam\u0131 y\u00fcksek de\u011ferlemeli b\u00fcy\u00fcme sekt\u00f6rleri \u00fczerinde bask\u0131 yaratmay\u0131 s\u00fcrd\u00fcrecek. Getiriye duyarl\u0131 sekt\u00f6rlerde\u2014\u00f6rne\u011fin gayrimenkul ve kamu hizmetleri (utilities)\u2014koruyucu put al\u0131mlar\u0131n\u0131 \u00f6neriyoruz; zira bu alanlar, getirilerin y\u00fckseli\u015f e\u011filimi g\u00f6sterdi\u011fi d\u00f6nemlerde tarihsel olarak zay\u0131f performans sergilemektedir.<\/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":"

ABD\u2019de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 4 haftal\u0131k ortalamas\u0131 202,75 bine indi: \u0130\u015fg\u00fcc\u00fc piyasas\u0131 s\u0131k\u0131, Fed\u2019e faiz indirimi i\u00e7in alan dar. Tahvil getirileri y\u00fcksek, dolar g\u00fc\u00e7l\u00fc; opsiyonlarda put\/call stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50073,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52041","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