USD\/JPY, Sal\u0131 g\u00fcnk\u00fc ABD seans\u0131nda 157,40 civar\u0131nda zay\u0131flad\u0131. Daha yumu\u015fak ABD istihdam g\u00f6stergelerinin dolar\u0131n deste\u011fini t\u00f6rp\u00fclemesiyle yen, ge\u00e7en haftadan bu yana s\u00fcrd\u00fc\u011f\u00fc kazan\u00e7lar\u0131n\u0131 geni\u015fletti. JOLTS verisi, Haziran\u2019da a\u00e7\u0131k i\u015f say\u0131s\u0131n\u0131n 7,359 milyon oldu\u011funu g\u00f6sterdi; May\u0131s verisi 7,537 milyona revize edilirken, sonu\u00e7 7,4 milyonluk beklentinin alt\u0131nda kald\u0131. Bu so\u011fuma ABD Hazine tahvil getirileri \u00fczerinde bask\u0131 yarat\u0131rken, pariteye destek veren faiz fark\u0131n\u0131n daralmas\u0131na da katk\u0131 sa\u011flad\u0131. Ayr\u0131 olarak, net b\u00fcy\u00fck bir enerji ithalat\u00e7\u0131s\u0131 olan Japonya\u2019da daha d\u00fc\u015f\u00fck enerji fiyatlar\u0131 para birimini destekledi. Al Arabiya, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131na ili\u015fkin bir a\u00e7\u0131klaman\u0131n beklendi\u011fini aktar\u0131rken; Al Hadath, tam yeniden a\u00e7\u0131l\u0131\u015f\u0131n saatler i\u00e7inde ya da \u00c7ar\u015famba g\u00fcn\u00fc duyurulabilece\u011fini bildirdi.<\/p>\n\n
Odak \u015fimdi, Asya seans\u0131n\u0131n ge\u00e7 saatlerinde a\u00e7\u0131klanacak Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) Haziran toplant\u0131s\u0131na ait tutanaklara ve Japonya\u2019n\u0131n Nakit \u00dccret Kazan\u00e7lar\u0131 verisine \u00e7evrildi. Nakit \u00fccretlerin Haziran\u2019da y\u0131ll\u0131k bazda %3,2\u2019den %3,4\u2019e y\u00fckselmesi bekleniyor. 4 saatlik grafikte USD\/JPY 157,37\u2019de; 20 periyotluk SMA olan 158,52\u2019nin ve 100 periyotluk SMA olan 162,06\u2019n\u0131n alt\u0131nda, RSI ise 31 seviyesinde. Destek 157,23\u2019te; ard\u0131ndan 156,62 ve 156,30 izleniyor. Diren\u00e7ler 157,99, 158,52 ve 162,06 seviyelerinde.<\/p>\n\n
USD\/JPY paritesi, Japon yeninin zay\u0131flayan ABD dolar\u0131ndan faydalanmas\u0131yla 157,40 seviyesine yak\u0131n b\u00f6lgede g\u00fc\u00e7l\u00fc bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 alt\u0131nda. Bu hareketin ana itici g\u00fcc\u00fc, ABD\u2019de i\u015fg\u00fcc\u00fc talebinin so\u011fumas\u0131; son A\u00e7\u0131k \u0130\u015f (JOLTS) verisi 7,4 milyon beklentiye kar\u015f\u0131 7,359 milyona geriledi. Fed ile BoJ aras\u0131ndaki faiz fark\u0131 daralmaya ba\u015flad\u0131k\u00e7a, t\u00fcrev piyasa yat\u0131r\u0131mc\u0131lar\u0131n\u0131n yak\u0131n vadede a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin s\u00fcrmesine haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n\n
Yenin lehte r\u00fczg\u00e2rlar\u0131na ek olarak, kritik H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yak\u0131nda tamamen yeniden a\u00e7\u0131labilece\u011fine dair haberlerle ham petrol fiyatlar\u0131 gev\u015fiyor. Japonya net b\u00fcy\u00fck bir enerji ithalat\u00e7\u0131s\u0131 oldu\u011fundan, daha d\u00fc\u015f\u00fck enerji maliyetleri d\u0131\u015f ticaret hadlerini belirgin \u015fekilde iyile\u015ftirir ve yeni g\u00fc\u00e7lendirir. Jeopolitik ve enerji kaynakl\u0131 bask\u0131lar\u0131n hafiflemesiyle ilave geri \u00e7ekilmeyi yakalamak i\u00e7in USD\/JPY\u2019de k\u0131sa vadeli sat\u0131m (put) opsiyonlar\u0131n\u0131n kullan\u0131labilece\u011fini de\u011ferlendiriyoruz.<\/p>\n\n
Japonya taraf\u0131nda, y\u0131ll\u0131k bazda %3,4\u2019e h\u0131zlanmas\u0131 beklenen yakla\u015fan Nakit \u00dccret Kazan\u00e7lar\u0131 verisini yak\u0131ndan izliyoruz. G\u00fc\u00e7l\u00fc bir \u00fccret art\u0131\u015f\u0131, Ba\u015fkan Kazuo Ueda\u2019n\u0131n \u00fccret-fiyat d\u00f6ng\u00fcs\u00fcne odaklanmas\u0131n\u0131 do\u011frulayabilir ve BoJ faiz art\u0131r\u0131m\u0131na y\u00f6nelik daha \u015fahin fiyatlamalar\u0131 tetikleyebilir. Buna pozisyon almak i\u00e7in t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131, put al\u0131p call satarak bearish risk reversal stratejilerini de\u011ferlendirebilir ve bu temel de\u011fi\u015fimi kald\u0131ra\u00e7l\u0131 \u015fekilde yans\u0131tabilir.<\/p>\n\n
Teknik a\u00e7\u0131dan parite, 4 saatlik grafikte 20 periyot SMA (158,52) ve 100 periyot SMA\u2019n\u0131n (162,06) belirgin \u015fekilde alt\u0131nda kald\u0131\u011f\u0131 i\u00e7in g\u00fc\u00e7l\u00fc bir d\u00fc\u015f\u00fc\u015f e\u011filimi sergiliyor. En yak\u0131n destek 157,23\u2019te; bu seviyenin k\u0131r\u0131lmas\u0131 156,62 ve 156,30\u2019a h\u0131zl\u0131 bir alan a\u00e7abilir. RSI\u2019nin 31 ile a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesine yak\u0131n seyretti\u011fi takip edilerek, bu alt seviyeleri hedefleyen put opsiyonu stratejileri \u00f6ne \u00e7\u0131kabilir.<\/p>\n\n
USD\/JPY carry trade\u2019inin ne kadar h\u0131zl\u0131 \u00e7\u00f6z\u00fclebilece\u011fini unutmamak gerekir; 2024 ortas\u0131nda paritenin birka\u00e7 hafta i\u00e7inde 161\u2019in \u00fczerinden 140\u2019l\u0131 seviyelere sert d\u00fc\u015f\u00fc\u015f\u00fc buna \u00f6rnek. Japon \u00fccret art\u0131\u015f\u0131 ger\u00e7ekten \u00f6ng\u00f6r\u00fclen %3,4\u2019e ula\u015f\u0131rsa, BoJ politikas\u0131nda benzer \u015fekilde h\u0131zl\u0131 bir yeniden fiyatlama g\u00f6r\u00fclebilir. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n temkinli kalmas\u0131; parite 158,52 direncinin \u00fczerine kal\u0131c\u0131 bi\u00e7imde \u00e7\u0131k\u0131p tutunana kadar uzun pozisyonlardan ka\u00e7\u0131nmas\u0131 uygun olabilir.<\/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":" Alarm zilleri \u00e7al\u0131yor: USD\/JPY 157,40\u2019a gerilerken zay\u0131f JOLTS dolar\u0131 bask\u0131lad\u0131, getiriler d\u00fc\u015ft\u00fc. Yen, enerji fiyatlar\u0131ndaki gev\u015femeyle destek buldu. G\u00f6zler BoJ tutanaklar\u0131 ve \u00fccretlerde %3,4 beklentisinde.<\/p>\n","protected":false},"author":87,"featured_media":50176,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52354","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