{"id":52402,"date":"2026-08-05T16:52:16","date_gmt":"2026-08-05T16:52:16","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/rabobank-boe-yeniden-fiyatlamasina-ve-ekim-butcesi-riskine-dikkat-cekerken-sterlin-baski-altinda-eur-gbp\/"},"modified":"2026-08-05T16:52:16","modified_gmt":"2026-08-05T16:52:16","slug":"rabobank-boe-yeniden-fiyatlamasina-ve-ekim-butcesi-riskine-dikkat-cekerken-sterlin-baski-altinda-eur-gbp","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/rabobank-boe-yeniden-fiyatlamasina-ve-ekim-butcesi-riskine-dikkat-cekerken-sterlin-baski-altinda-eur-gbp\/","title":{"rendered":"Rabobank, BoE yeniden fiyatlamas\u0131na ve Ekim b\u00fct\u00e7esi riskine dikkat \u00e7ekerken sterlin bask\u0131 alt\u0131nda: EUR\/GBP"},"content":{"rendered":"

Sterlinin euro kar\u015f\u0131s\u0131ndaki son zay\u0131fl\u0131\u011f\u0131, haziran sonu\u2013temmuz ba\u015f\u0131ndaki rallinin tersine d\u00f6nmesini izledi; EUR\/GBP ise son seanslarda yatay seyretti. Birle\u015fik Krall\u0131k Parlamentosu eyl\u00fcl ba\u015f\u0131na kadar tatilde oldu\u011fundan siyasi haber ak\u0131\u015f\u0131n\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131 bekleniyor; ancak yakla\u015fan mali a\u00e7\u0131klamaya ili\u015fkin ayr\u0131nt\u0131lar ortaya \u00e7\u0131kmaya ba\u015flad\u0131. B\u00fct\u00e7e 28 Ekim\u2019de a\u00e7\u0131klanacak ve Rabobank, bu s\u00fcrecin sonbahara girerken tahviller (gilts) ve GBP \u00fczerinde s\u00fcrt\u00fc\u015fme yaratmas\u0131n\u0131 bekliyor.<\/p>\n

Rabobank, bask\u0131y\u0131 \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) s\u0131k\u0131la\u015fmas\u0131na y\u00f6nelik beklentilerin zay\u0131flamas\u0131na ba\u011fl\u0131yor ve piyasalar\u0131n, y\u0131l sonuna kadar faiz art\u0131\u015f\u0131 ihtimaline ili\u015fkin ima edilen olas\u0131l\u0131k geri \u00e7ekilmi\u015f olsa bile, faiz art\u0131r\u0131m\u0131 alan\u0131n\u0131 h\u00e2l\u00e2 abartt\u0131\u011f\u0131n\u0131 savunuyor. Banka, BoE\u2019nin sabit duru\u015funa do\u011fru olas\u0131 bir yeniden fiyatlaman\u0131n, ek olarak ekim ay\u0131ndaki b\u00fct\u00e7e \u00f6ncesi artan hassasiyetle birle\u015ferek yaz\u0131n bitiminde sterlini bask\u0131layaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. EUR\/GBP\u2019de banka, 0,8550\u2019ye do\u011fru geri \u00e7ekilmelerde al\u0131m ar\u0131yor; 0,8588\u2019in \u00fczerinde bir hareketin daha fazla y\u00fckseli\u015f potansiyelini a\u00e7aca\u011f\u0131n\u0131 belirtiyor.<\/p>\n

BoE S\u0131k\u0131la\u015fmas\u0131n\u0131n Abart\u0131lmas\u0131 Ortam\u0131nda EUR\/GBP T\u00fcrev \u0130\u015flemcileri \u0130\u00e7in F\u0131rsatlar<\/h3>\n

A\u011fustosun sakin yaz haftalar\u0131nda, \u00f6zellikle 0,8550 seviyesi civar\u0131nda geri \u00e7ekilmelerde EUR\/GBP al\u0131m\u0131 yapmak t\u00fcrev i\u015flemcileri i\u00e7in \u00f6nemli bir f\u0131rsat g\u00f6r\u00fcyoruz. Piyasa, BoE\u2019nin ilave faiz art\u0131\u015flar\u0131na i\u015ftah\u0131n\u0131 abart\u0131yor gibi g\u00f6r\u00fcn\u00fcyor; bu durumun sterlin \u00fczerinde bask\u0131y\u0131 s\u00fcrd\u00fcrmesi beklenir. Birle\u015fik Krall\u0131k Parlamentosu eyl\u00fcl ba\u015f\u0131na kadar tatilde oldu\u011fundan, k\u0131sa vadede sterlini destekleyecek siyasi haber ak\u0131\u015f\u0131n\u0131n s\u0131n\u0131rl\u0131 kalaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n

Son veriler, Birle\u015fik Krall\u0131k enflasyonunun %2,2 seviyesine yak\u0131n bir noktaya do\u011fru so\u011fudu\u011funu g\u00f6steriyor; bu da merkez bankas\u0131n\u0131n ilave s\u0131k\u0131la\u015fma yerine faizleri sabit tutma olas\u0131l\u0131\u011f\u0131n\u0131 destekliyor. Tarihsel olarak 0,8500\u20130,8550 band\u0131, Birle\u015fik Krall\u0131k\u2019ta ekonomik belirsizli\u011fin artt\u0131\u011f\u0131 d\u00f6nemlerde EUR\/GBP i\u00e7in g\u00fc\u00e7l\u00fc bir talep b\u00f6lgesi i\u015flevi g\u00f6rd\u00fc. Parite son diren\u00e7 seviyesi olan 0,8588\u2019in \u00fczerine \u00e7\u0131karsa, 0,8650\u2019ye do\u011fru h\u0131zl\u0131 bir ivmelenme bekliyoruz.<\/p>\n

Sonbahar B\u00fct\u00e7esi ve Sterlinde Zay\u0131fl\u0131\u011fa Y\u00f6nelik Piyasa Konumlanmas\u0131<\/h3>\n

Sonbahara daha geni\u015f perspektiften bak\u0131ld\u0131\u011f\u0131nda, 28 Ekim\u2019deki b\u00fct\u00e7e \u015fimdiden gilt piyasalar\u0131nda tedirginlik ve mali s\u00fcrt\u00fc\u015fme yarat\u0131yor. Bu yakla\u015fan i\u00e7 belirsizlik, faiz beklentilerinde g\u00fcvercin bir yeniden fiyatlamayla birle\u015fti\u011finde sterlinde zay\u0131fl\u0131k i\u00e7in net bir zemin olu\u015fturuyor. Opsiyon veya forward s\u00f6zle\u015fmeleri kullanan yat\u0131r\u0131mc\u0131lar\u0131n, eyl\u00fclde likidite piyasaya tam olarak d\u00f6nmeden \u00f6nce sterlin \u00fczerindeki bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya g\u00f6re pozisyon almas\u0131 gerekir.<\/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 gev\u015fiyor, g\u00f6zler BoE ve 28 Ekim B\u00fct\u00e7esi\u2019nde: Rabobank, faiz art\u0131\u015f\u0131 beklentilerinin abart\u0131ld\u0131\u011f\u0131n\u0131, yeniden fiyatlaman\u0131n GBP\u2019yi bask\u0131layaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. EUR\/GBP\u2019de 0,8550\u2019de al\u0131m, 0,8588 \u00fcst\u00fc 0,8650 hedef.<\/p>\n","protected":false},"author":87,"featured_media":49989,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52402","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