{"id":52047,"date":"2026-07-30T15:23:34","date_gmt":"2026-07-30T15:23:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/sterlin-boenin-bolunmus-faiz-karariyla-yukseldi-ancak-piyasalarin-euro-ve-dolar-karsisindaki-ralliyi-sonumlemesi-bekleniyor\/"},"modified":"2026-07-30T15:23:34","modified_gmt":"2026-07-30T15:23:34","slug":"sterlin-boenin-bolunmus-faiz-karariyla-yukseldi-ancak-piyasalarin-euro-ve-dolar-karsisindaki-ralliyi-sonumlemesi-bekleniyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/sterlin-boenin-bolunmus-faiz-karariyla-yukseldi-ancak-piyasalarin-euro-ve-dolar-karsisindaki-ralliyi-sonumlemesi-bekleniyor\/","title":{"rendered":"Sterlin, BoE\u2019nin B\u00f6l\u00fcnm\u00fc\u015f Faiz Karar\u0131yla Y\u00fckseldi; Ancak Piyasalar\u0131n Euro ve Dolar Kar\u015f\u0131s\u0131ndaki Ralliyi S\u00f6n\u00fcmlemesi Bekleniyor"},"content":{"rendered":"

Sterlin, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) faizleri 6\u20133 oyla sabit tutmas\u0131n\u0131n hemen ard\u0131ndan dolara kar\u015f\u0131 %0,3 y\u00fckseldi; Catherine Mann\u2019\u0131n da faiz art\u0131\u015f\u0131 kanad\u0131na kat\u0131lmas\u0131 dikkat \u00e7ekti. Bu oy ayr\u0131\u015fmas\u0131 piyasa konsens\u00fcs\u00fcnden saparken, Para Politikas\u0131 Kurulu\u2019nun geri kalan\u0131, ikinci tur enflasyon etkilerine dair s\u0131n\u0131rl\u0131 kan\u0131t\u0131 gerek\u00e7e g\u00f6stererek mevcut duru\u015fu korumakta rahat oldu\u011fu \u015feklinde konumland\u0131. Ard\u0131ndan odak, man\u015fet oylamadan Eyl\u00fcl ay\u0131nda BoE\u2019nin faiz art\u0131raca\u011f\u0131 beklentisinin t\u00f6rp\u00fclenebilece\u011fi ihtimaline kayd\u0131.<\/p>\n

TD Securities\u2019e g\u00f6re ba\u015flang\u0131\u00e7taki sterlin s\u0131\u00e7ramas\u0131 euro ve ABD dolar\u0131 kar\u015f\u0131s\u0131nda sat\u0131lmal\u0131; ABD verileri zay\u0131flayana kadar daha geni\u015f \u00e7apl\u0131 dolar y\u00fckseli\u015f trendi korunuyor. \u00c7aprazlarda banka, hareketi Sonbahar B\u00fct\u00e7esi\u2019ne giderken Birle\u015fik Krall\u0131k\u2019a ili\u015fkin siyasi risk priminin yeniden in\u015fas\u0131na ba\u011flayarak EUR\/GBP\u2019nin \u00f6n\u00fcm\u00fczdeki aylarda yeniden 0,86\u2019ya do\u011fru hareket edece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n

BoE Oylamas\u0131 ve Sterlin Tepkisi Sonras\u0131 Strateji<\/h3>\n

T\u00fcrev i\u015flem yat\u0131r\u0131mc\u0131lar\u0131na, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n beklenenden daha \u015fahin 6-3\u2019l\u00fck oy ayr\u0131\u015fmas\u0131n\u0131n ard\u0131ndan \u0130ngiliz Sterlini\u2019ndeki son refleks y\u00fckseli\u015fi satmalar\u0131n\u0131 \u00f6neriyoruz. Bir ek \u00fcyenin faiz art\u0131\u015f\u0131 kanad\u0131na ge\u00e7mesine kar\u015f\u0131n, komitenin geri kalan\u0131 ikinci tur enflasyon etkilerinin zay\u0131f seyretmesi nedeniyle faizleri sabit tutma konusunda son derece rahat. Sterlin\u2019deki bu ge\u00e7ici s\u0131\u00e7rama, k\u0131sa pozisyon tesis etmek i\u00e7in cazip bir giri\u015f noktas\u0131 sunuyor.<\/p>\n

EUR\/GBP ve GBP\/USD Pariteleri \u0130\u00e7in G\u00f6r\u00fcn\u00fcm<\/h3>\n

EUR\/GBP paritesinde, \u00f6n\u00fcm\u00fczdeki haftalarda 0,8600 seviyesine geri d\u00f6n\u00fc\u015f hedefiyle uzun pozisyon a\u00e7\u0131lmas\u0131n\u0131 veya al\u0131m (call) opsiyonu al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Birle\u015fik Krall\u0131k\u2019\u0131n siyasi risk primi, yakla\u015fan Sonbahar B\u00fct\u00e7esi \u00f6ncesinde yeniden y\u00fckselme e\u011filiminde; \u00f6zellikle de kamu net borcunun GSYH\u2019nin %98,1\u2019i gibi y\u00fcksek bir seviyede bulunmas\u0131 bu unsuru destekliyor. \u00d6te yandan Euro B\u00f6lgesi enflasyonu %2,5 civar\u0131nda istikrar sinyalleri veriyor; bu da zay\u0131flayan sterline kar\u015f\u0131 euronun toparlanmas\u0131na yard\u0131mc\u0131 olacakt\u0131r.<\/p>\n

Ayn\u0131 zamanda ABD dolar\u0131n\u0131n \u00fcst\u00fcnl\u00fc\u011f\u00fcn\u00fc korumas\u0131n\u0131 bekliyoruz; bu \u00e7er\u00e7evede GBP\/USD y\u00fckseli\u015fleri, k\u0131sa pozisyon veya sat\u0131m (put) opsiyonu i\u00e7in uygun f\u0131rsatlar sunuyor. %2,1\u2019lik istikrarl\u0131 ikinci \u00e7eyrek GSYH b\u00fcy\u00fcmesi dahil son ABD verileri, dolar\u0131n sterline k\u0131yasla daha dayan\u0131kl\u0131 bir g\u00f6r\u00fcn\u00fcme sahip oldu\u011funu destekliyor. Piyasan\u0131n gelecekteki \u0130ngiliz faiz art\u0131r\u0131m\u0131 beklentilerini geri \u00e7ekmesiyle a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketin yeniden g\u00fcndeme gelebilece\u011fi varsay\u0131m\u0131yla, yat\u0131r\u0131mc\u0131lar GBP\/USD\u2019nin 1,2900\u2019e do\u011fru ataklar\u0131n\u0131 de\u011ferlendirmeli.<\/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, BoE\u2019nin 6-3 faiz sabit karar\u0131 sonras\u0131 %0,3 y\u00fckseldi; Mann\u2019\u0131n \u015fahinle\u015fmesi \u00f6ne \u00e7\u0131kt\u0131. Ancak ikinci tur enflasyon zay\u0131f: ralli sat, EUR\/GBP 0,86 hedefle, GBP\/USD\u2019de d\u00fc\u015f\u00fc\u015f bekle.<\/p>\n","protected":false},"author":87,"featured_media":50047,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52047","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