Sterlin, ABD\u2019de zay\u0131f gelen tar\u0131m d\u0131\u015f\u0131 istihdam verisinin piyasalar\u0131n Fed\u2019in faiz art\u0131\u015f\u0131 beklentilerini t\u00f6rp\u00fclemesine yol a\u00e7mas\u0131n\u0131n ard\u0131ndan Cuma g\u00fcn\u00fc dolar kar\u015f\u0131s\u0131nda y\u00fckseldi. GBP\/USD, 1,3506 civar\u0131nda i\u015flem g\u00f6rerek \u00fc\u00e7 haftan\u0131n zirvelerine yak\u0131n seyretti. Hareketin arkas\u0131nda, Temmuz\u2019da ABD ekonomisinin 80 binlik art\u0131\u015f beklentisine kar\u015f\u0131 23 bin istihdam kaybetti\u011fini g\u00f6steren i\u015fg\u00fcc\u00fc piyasas\u0131 verisi yer ald\u0131. Haziran tar\u0131m d\u0131\u015f\u0131 istihdam verisi 57 binden 20 bine a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilirken, i\u015fsizlik oran\u0131 %4,2\u2019den %4,1\u2019e geriledi.<\/p>\n\n
Seans\u0131n erken saatlerinde GBP\/USD, 1,3450\u2019nin hemen alt\u0131nda kalarak \u00fcst \u00fcste ikinci g\u00fcnde s\u0131n\u0131rl\u0131 y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc; ancak A\u011fustos ba\u015f\u0131ndan bu yana i\u015flemleri s\u0131n\u0131rlayan 1,3400\u20131,3500 band\u0131 i\u00e7inde kald\u0131. Dolar, Fed\u2019e yak\u0131n kaynaklara dayand\u0131r\u0131lan Financial Times haberinin, Ba\u015fkan Kevin Warsh\u2019un gelecek enflasyon verilerinin kal\u0131c\u0131 y\u00fcksek fiyat bask\u0131lar\u0131na i\u015faret etmesi halinde Eyl\u00fcl\u2019de faiz art\u0131\u015f\u0131na a\u00e7\u0131k olaca\u011f\u0131n\u0131 yazmas\u0131n\u0131n ard\u0131ndan Per\u015fembe g\u00fcn\u00fc g\u00fc\u00e7lenmi\u015fti.<\/p>\n\n
T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131na, GBP\/USD paritesinin kritik 1,3500 seviyesinin \u00fczerine \u00e7\u0131kmas\u0131yla artan oynakl\u0131\u011fa haz\u0131rl\u0131kl\u0131 olmalar\u0131n\u0131 \u00f6neriyoruz. Temmuz\u2019da ABD\u2019de 23 binlik s\u00fcrpriz istihdam kayb\u0131 (80 bin art\u0131\u015f beklentisinin belirgin \u015fekilde alt\u0131nda) Amerikan i\u015fg\u00fcc\u00fc piyasas\u0131nda h\u0131zl\u0131 bir so\u011fumaya i\u015faret ediyor. Bu zay\u0131f veri, ABD dolar\u0131n\u0131 an\u0131nda bask\u0131larken Sterlin\u2019i \u00fc\u00e7 haftan\u0131n zirvelerine ta\u015f\u0131d\u0131.<\/p>\n\n
Bununla birlikte, bu zay\u0131f istihdam verisini Fed Ba\u015fkan\u0131 Kevin Warsh\u2019un, enflasyonun y\u00fcksek kalmas\u0131 halinde Eyl\u00fcl\u2019de faizlerin yine de artabilece\u011fi uyar\u0131s\u0131yla birlikte de\u011ferlendirmek gerekiyor. \u0130stihdam azalmas\u0131na ra\u011fmen ABD i\u015fsizlik oran\u0131n\u0131n %4,1\u2019e gerilemesi, Fed \u00fczerindeki bask\u0131n\u0131n tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131, bir sonraki enflasyon verisine yakla\u015f\u0131rken ka\u00e7\u0131n\u0131lmaz fiyat dalgalanmalar\u0131ndan faydalanmak i\u00e7in straddle stratejilerini de\u011ferlendirebilir.<\/p>\n\n
Atlantik\u2019in di\u011fer taraf\u0131nda, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) istikrarl\u0131 duru\u015fu Sterlin\u2019e g\u00fc\u00e7l\u00fc bir temel destek sa\u011fl\u0131yor. Birle\u015fik Krall\u0131k\u2019ta enflasyonun h\u00e2lihaz\u0131rda %2,0 hedefi civar\u0131nda seyretmesi, Britanyal\u0131 politika yap\u0131c\u0131lar\u0131 ABD\u2019li muadillerine k\u0131yasla faizleri agresif \u015fekilde indirme konusunda daha az bask\u0131 alt\u0131nda b\u0131rak\u0131yor. Bu ayr\u0131\u015fma, paritenin ivmesini korumas\u0131 halinde GBP al\u0131m (call) opsiyonlar\u0131n\u0131 makul bir strateji haline getiriyor.<\/p>\n\n
Piyasan\u0131n yatayla\u015fmas\u0131n\u0131 bekleyenler i\u00e7in, 1,3400 ile 1,3550 seviyeleri aras\u0131nda iron condor gibi bant i\u00e7i yap\u0131lar kurulmas\u0131n\u0131 \u00f6neriyoruz. Sterlin A\u011fustos ba\u015f\u0131ndaki banda geri d\u00f6nerse, bu stratejiler zaman de\u011feri erimesinden faydalanarak daha g\u00fcvenli \u015fekilde gelir \u00fcretebilir. Piyasa bu \u00e7eli\u015fkili ekonomik sinyalleri fiyatlarken yat\u0131r\u0131mc\u0131lar\u0131n risk limitlerini s\u0131k\u0131 tutmalar\u0131n\u0131 \u00f6neriyoruz.<\/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":" \u015eok ABD istihdam\u0131 dolar\u0131 bask\u0131lad\u0131, Sterlin \u00fc\u00e7 haftan\u0131n zirvesine yakla\u015ft\u0131: GBP\/USD 1,3500 e\u015fi\u011finde. Fed\u2019in Eyl\u00fcl faiz art\u0131\u015f\u0131 ihtimali s\u00fcrerken oynakl\u0131k artabilir; straddle\/iron condor \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49995,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52505","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