{"id":52704,"date":"2026-08-13T01:51:38","date_gmt":"2026-08-13T01:51:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/dolar-tufe-sonrasi-100un-uzerinde-dengelendi-yatirimcilar-ufeyi-ingiltere-gsyhsini-ve-orta-dogu-risklerini-izliyor\/"},"modified":"2026-08-13T01:51:38","modified_gmt":"2026-08-13T01:51:38","slug":"dolar-tufe-sonrasi-100un-uzerinde-dengelendi-yatirimcilar-ufeyi-ingiltere-gsyhsini-ve-orta-dogu-risklerini-izliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/dolar-tufe-sonrasi-100un-uzerinde-dengelendi-yatirimcilar-ufeyi-ingiltere-gsyhsini-ve-orta-dogu-risklerini-izliyor\/","title":{"rendered":"Dolar, T\u00dcFE sonras\u0131 100\u2019\u00fcn \u00fczerinde dengelendi; yat\u0131r\u0131mc\u0131lar \u00dcFE\u2019yi, \u0130ngiltere GSYH\u2019sini ve Orta Do\u011fu risklerini izliyor"},"content":{"rendered":"

ABD dolar\u0131, T\u00fcketici Fiyat Endeksi\u2019nin (T\u00dcFE) tahminlerle uyumlu gelmesinin ard\u0131ndan \u00c7ar\u015famba g\u00fcn\u00fc toparlanmas\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc; Dolar Endeksi yeniden 100,00 seviyesinin \u00fczerine \u00e7\u0131karken, veri g\u00fcndeminin yo\u011fun oldu\u011fu Per\u015fembe \u00f6ncesinde \u00e7o\u011fu maj\u00f6r para birimi kar\u015f\u0131s\u0131nda g\u00fc\u00e7lendi. EUR\/USD, \u00f6nceki kazan\u0131mlar\u0131n geri verilmesiyle 1,1500\u2019lerin alt band\u0131na do\u011fru gerilerken, GBP\/USD Birle\u015fik Krall\u0131k\u2019\u0131n ikinci \u00e7eyrek \u00f6nc\u00fc GSYH verisi \u00f6ncesinde 1,3400\u2019lerin \u00fcst b\u00f6lgesine do\u011fru gev\u015fedi. USD\/JPY ise toparlanmay\u0131 s\u00fcrd\u00fcrerek yeniden 159,50\u2019ye y\u00f6neldi.<\/p>\n\n

Orta Do\u011fu\u2019daki gerilimlerin artmas\u0131yla alt\u0131n ons ba\u015f\u0131na yakla\u015f\u0131k 4.410 dolara y\u00fckselirken, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapat\u0131lmas\u0131n\u0131n jeopolitik risk primini canl\u0131 tutmas\u0131yla WTI ham petrol varil ba\u015f\u0131na 83,00 dolar civar\u0131nda seyretti. Asya\u2019da piyasalar Yeni Zelanda\u2019n\u0131n RBNZ enflasyon beklentilerini takip edecek; Avrupa\u2019da ise odak b\u00fcy\u00fcmenin yava\u015flamas\u0131n\u0131n bekledi\u011fi Birle\u015fik Krall\u0131k GSYH verisine kayacak. ABD g\u00fcndeminde Haftal\u0131k \u0130\u015fsizlik Maa\u015f\u0131 Ba\u015fvurular\u0131 ve \u00dcFE yer al\u0131yor; \u00e7ekirdek \u00dcFE\u2019nin temmuzda y\u0131ll\u0131k bazda %4,7\u2019den %4,2\u2019ye yava\u015flamas\u0131 bekleniyor. Fed yetkilileri Hammack ve Barkin\u2019in de veriye yak\u0131n saatlerde konu\u015fma yapmas\u0131 planlan\u0131yor. G\u00fcn\u00fcn ilerleyen saatlerinde Yeni Zelanda \u0130\u015f D\u00fcnyas\u0131 PMI verisi ve RBA Ba\u015fkan\u0131 Michele Bullock\u2019un a\u00e7\u0131klamalar\u0131 izlenecek.<\/p>\n\n

Kur Piyasas\u0131 G\u00f6r\u00fcn\u00fcm\u00fc ve Volatilite Stratejileri<\/h3>\n\n

T\u00fcrev i\u015flem yat\u0131r\u0131mc\u0131lar\u0131n\u0131n, ABD Dolar Endeksi\u2019nin 100,00 e\u015fi\u011finin \u00fczerindeki hareketini kal\u0131c\u0131 k\u0131lma m\u00fccadelesi verirken d\u00f6viz piyasas\u0131nda artan volatiliteye haz\u0131rl\u0131kl\u0131 olmas\u0131n\u0131 \u00f6neriyoruz. Yakla\u015fan ABD \u00dcretici Fiyat Endeksi\u2019nin \u00e7ekirdek enflasyonda %4,7\u2019den %4,2\u2019ye sert bir yava\u015flamaya i\u015faret etmesi beklenirken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir s\u00fcrpriz \u201cgreenback\u201din son kazan\u0131mlar\u0131n\u0131 h\u0131zla silebilir. Tarihsel olarak benzer \u00f6l\u00e7ekteki toptan enflasyon d\u00fc\u015f\u00fc\u015fleri, tahvil getirileri \u00fczerinde an\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratm\u0131\u015f; bu da \u015fu a\u015famada k\u0131sa dolar (short-dollar) opsiyon stratejilerini olduk\u00e7a cazip k\u0131l\u0131yor.<\/p>\n\n

Sterlin taraf\u0131nda i\u015flem yapanlar i\u00e7in 1,3400\u2019lerin \u00fcst b\u00f6lgesi, Birle\u015fik Krall\u0131k\u2019\u0131n ikinci \u00e7eyrek \u00f6nc\u00fc GSYH verisini beklerken kritik bir pivot seviye konumunda. B\u00fcy\u00fcmede yava\u015flama beklentisi dikkate al\u0131nd\u0131\u011f\u0131nda, zay\u0131f bir makro veriye kar\u015f\u0131 korunmak amac\u0131yla GBP\/USD\u2019de k\u0131sa vadeli put opsiyonlar\u0131n\u0131n al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Beklentilerin alt\u0131nda bir GSYH verisi, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131 daha g\u00fcvercin bir \u00e7izgiye \u00e7ekerek para birimindeki d\u00fc\u015f\u00fc\u015f\u00fc h\u0131zland\u0131rabilir.<\/p>\n\n

Emtia Riskleri ve Taktik F\u0131rsatlar<\/h3>\n\n

Emtia cephesinde, alt\u0131n\u0131 ons ba\u015f\u0131na dikkat \u00e7ekici 4.410 dolara ta\u015f\u0131yan jeopolitik risk priminin alt\u0131n\u0131 \u00e7izmek gerekiyor. G\u00fcnl\u00fck 20 milyon varilin \u00fczerinde petrol ak\u0131\u015f\u0131n\u0131n ge\u00e7ti\u011fi (k\u00fcresel t\u00fcketimin yakla\u015f\u0131k %20\u2019si) kritik bir bo\u011faz olan H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapal\u0131 olmas\u0131, hem enerji hem de de\u011ferli metalleri ilave arz \u015foklar\u0131na son derece hassas hale getiriyor. WTI\u2019da 83,00 dolar civar\u0131nda uzun (long) al\u0131m opsiyonlar\u0131n\u0131n korunmas\u0131n\u0131 tavsiye ediyoruz; b\u00fcy\u00fck enerji ablukalar\u0131 d\u00f6nemlerindeki tarihsel \u00f6rnekler, fiyatlar\u0131n k\u0131sa s\u00fcrede %10-%15 band\u0131nda s\u0131\u00e7rayabilece\u011fine i\u015faret ediyor.<\/p>\n\n

Son olarak USD\/JPY\u2019de 159,50\u2019ye do\u011fru toparlanma, faiz fark\u0131 temas\u0131na oynayan t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in taktik bir f\u0131rsat sunuyor. Asya-Pasifik seans\u0131nda genel \u201crisk-on\/risk-off\u201d tonunu s\u0131kl\u0131kla \u015fekillendirdi\u011fi i\u00e7in RBA Ba\u015fkan\u0131 Michele Bullock\u2019un yakla\u015fan konu\u015fmas\u0131 yak\u0131ndan izlenmeli. Jeopolitik ve b\u00fcy\u00fcme endi\u015felerinin birikimiyle k\u00fcresel risk i\u015ftah\u0131n\u0131n bozulmas\u0131 halinde, g\u00fcvenli liman ak\u0131mlar\u0131 USD\/JPY uzun pozisyonlar\u0131n\u0131n h\u0131zla \u00e7\u00f6z\u00fclmesine yol a\u00e7abilir ve pariteyi yeniden 155,00 destek seviyesine do\u011fru \u00e7ekebilir.<\/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":"

Dolar, T\u00dcFE sonras\u0131 100 e\u015fi\u011fini a\u015ft\u0131: g\u00f6zler \u00dcFE\/i\u015fsizlik ba\u015fvurular\u0131nda. EUR\/USD ve GBP\/USD geri \u00e7ekilirken USD\/JPY 159,50\u2019ye y\u00f6neldi. H\u00fcrm\u00fcz riski alt\u0131n\u0131 4.410$, WTI\u2019\u0131 83$\u2019ta tutuyor.<\/p>\n","protected":false},"author":87,"featured_media":49985,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52704","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