{"id":52742,"date":"2026-08-13T06:52:15","date_gmt":"2026-08-13T06:52:15","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/ingiltere-ekonomisi-ikinci-ceyrekte-yuzde-06-buyuyerek-beklentileri-asti-fabrika-uretimi-zayiflarken-sterlin-yatay-seyretti\/"},"modified":"2026-08-13T06:52:15","modified_gmt":"2026-08-13T06:52:15","slug":"ingiltere-ekonomisi-ikinci-ceyrekte-yuzde-06-buyuyerek-beklentileri-asti-fabrika-uretimi-zayiflarken-sterlin-yatay-seyretti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ingiltere-ekonomisi-ikinci-ceyrekte-yuzde-06-buyuyerek-beklentileri-asti-fabrika-uretimi-zayiflarken-sterlin-yatay-seyretti\/","title":{"rendered":"\u0130ngiltere ekonomisi ikinci \u00e7eyrekte y\u00fczde 0,6 b\u00fcy\u00fcyerek beklentileri a\u015ft\u0131; fabrika \u00fcretimi zay\u0131flarken sterlin yatay seyretti"},"content":{"rendered":"

Birle\u015fik Krall\u0131k gayrisafi yurt i\u00e7i has\u0131las\u0131 (GSYH), Haziran 2026\u2019ya kadarki \u00fc\u00e7 ayda \u00e7eyreklik bazda %0,6 b\u00fcy\u00fcd\u00fc; b\u00f6ylece 1. \u00e7eyrekteki %0,6 ile ayn\u0131 seviyede ger\u00e7ekle\u015firken %0,4\u2019l\u00fck tahmini de a\u015ft\u0131. Y\u0131ll\u0131k bazda GSYH, 2. \u00e7eyrekte %1,2 artarak %1,1 beklentisinin \u00fczerinde geldi; 1. \u00e7eyrekte %0,9 artm\u0131\u015ft\u0131. Ayl\u0131k GSYH Haziran\u2019da %0,3 y\u00fckseldi; May\u0131s\u2019ta %0,1\u2019den a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonla %0 olarak a\u00e7\u0131klanan veriye k\u0131yasla art\u0131\u015f g\u00f6sterirken %0\u2019l\u0131k piyasa beklentisinin de \u00fczerinde ger\u00e7ekle\u015fti. Di\u011fer taraftan, sanayi \u00fcretimi Haziran\u2019da ayl\u0131k bazda %0,2 gerilerken, imalat \u00fcretimi %0,5 d\u00fc\u015ft\u00fc; her iki veri de beklentilerin alt\u0131nda kald\u0131.<\/p>\n

Sterlin, verilerin ard\u0131ndan s\u0131n\u0131rl\u0131 de\u011fi\u015fim g\u00f6sterdi; GBP\/USD g\u00fcn i\u00e7inde %0,01 art\u0131\u015fla 1,3495 seviyesinde. Veri \u00f6ncesinde \u00f6nc\u00fc 2. \u00e7eyrek GSYH tahmininin 06:00 GMT\u2019de a\u00e7\u0131klanmas\u0131 planlanm\u0131\u015f; piyasalar \u00e7eyreklik %0,4 b\u00fcy\u00fcme ve y\u0131ll\u0131k %1,1 geni\u015fleme bekliyordu. Politika taraf\u0131nda, \u0130ngiltere Merkez Bankas\u0131 (BoE) Banka Faizi\u2019ni %3,75\u2019te sabit tutarken, dokuz \u00fcyeli PPK\u2019n\u0131n (MPC) \u00fc\u00e7 \u00fcyesi 25 baz puanl\u0131k art\u0131\u015f y\u00f6n\u00fcnde oy kulland\u0131. Enflasyon g\u00f6stergeleri de \u00f6ne \u00e7\u0131kt\u0131: T\u00dcFEH (CPIH) Haziran 2026\u2019ya kadarki 12 ayda %2,8 artt\u0131; \u00f6nceki %3 seviyesinden geriledi. ABD enflasyonu ise Temmuz\u2019da y\u0131ll\u0131k bazda %3,4 olarak bildirildi.<\/p>\n

Sterlin \u0130\u00e7in Sonu\u00e7lar ve \u0130\u015flem Stratejileri<\/h3>\n

Birle\u015fik Krall\u0131k ekonomisinin 2. \u00e7eyrekte beklentileri a\u015fan %0,6\u2019l\u0131k \u00e7eyreklik b\u00fcy\u00fcmesi s\u00fcrpriz niteli\u011finde olsa da Sterlin\u2019i 1,3495 seviyesinin belirgin \u015fekilde \u00fczerine ta\u015f\u0131m\u0131\u015f de\u011fil. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n, 1,3600 hedefiyle GBP\/USD al\u0131m (call) opsiyonlar\u0131na y\u00f6nelmesini; bununla birlikte 1,3480\u2019deki kritik destek seviyesini yak\u0131ndan izlemesini bekliyoruz. Bu deste\u011fin korunmas\u0131 halinde, pozitif GSYH s\u00fcrprizinin besledi\u011fi altta yatan y\u00fckseli\u015f e\u011filiminin \u00f6n\u00fcm\u00fczdeki haftalarda g\u00fc\u00e7 kazanma olas\u0131l\u0131\u011f\u0131 olduk\u00e7a y\u00fcksek.<\/p>\n

Politika G\u00f6r\u00fcn\u00fcm\u00fc ve Oynakl\u0131k Riskleri<\/h3>\n

Temmuz\u2019da dokuz BoE politika yap\u0131c\u0131s\u0131ndan \u00fc\u00e7\u00fcn\u00fcn zaten faiz art\u0131\u015f\u0131 y\u00f6n\u00fcnde oy kullanm\u0131\u015f olmas\u0131, bu g\u00fc\u00e7l\u00fc GSYH performans\u0131yla birlikte daha \u015fahin bir para politikas\u0131 d\u00f6n\u00fc\u015f\u00fcn\u00fc \u00e7ok daha olas\u0131 k\u0131l\u0131yor. Mevcut %3,75 referans seviyesinin \u00fczerinde yeni bir faiz art\u0131\u015f\u0131 ihtimalinin y\u00fckselmesine kar\u015f\u0131 korunmak amac\u0131yla, k\u0131sa vadeli Sterlin faiz vadeli i\u015flemlerinde (SONIA) k\u0131sa (short) pozisyon al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Tarihsel olarak, Birle\u015fik Krall\u0131k\u2019ta \u00e7eyreklik b\u00fcy\u00fcmenin beklentileri %0,2 a\u015fmas\u0131 ve %2,8 seviyesinde kal\u0131c\u0131l\u0131k g\u00f6steren T\u00dcFEH (CPIH) enflasyonu e\u015fli\u011finde politika yap\u0131c\u0131lar enflasyon konusunda olduk\u00e7a agresif kalma e\u011filiminde.<\/p>\n

Ayr\u0131ca Haziran\u2019da imalat \u00fcretimindeki %0,5\u2019lik d\u00fc\u015f\u00fc\u015f\u00fcn, H\u00fcrm\u00fcz Bo\u011faz\u0131 gerilimlerinin yukar\u0131 itti\u011fi petrol fiyatlar\u0131yla birle\u015fmesi Sterlin \u00e7aprazlar\u0131nda y\u00fcksek oynakl\u0131k yaratabilir. Bu ortamdan yararlanmak i\u00e7in, GBP opsiyonlar\u0131nda uzun straddle stratejilerinin kullan\u0131larak her iki y\u00f6nde de sert, haber ak\u0131\u015f\u0131 kaynakl\u0131 hareketlerden faydalan\u0131lmas\u0131n\u0131 tavsiye ediyoruz. Bu yakla\u015f\u0131m, piyasan\u0131n g\u00fc\u00e7l\u00fc i\u00e7 b\u00fcy\u00fcmeyi zay\u0131f sanayi performans\u0131 ve k\u00fcresel enerji \u015foklar\u0131yla dengeledi\u011fi s\u00fcre\u00e7te artan oynakl\u0131ktan kazan\u00e7 sa\u011flanmas\u0131n\u0131 hedefler.<\/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":"

S\u00fcrpriz \u0130ngiltere GSYH\u2019si Sterlin\u2019i tam u\u00e7urmad\u0131: 2\u00c7\u2019de %0,6 b\u00fcy\u00fcme, y\u0131ll\u0131k %1,2 ile beklenti a\u015f\u0131ld\u0131. BoE \u015fahinle\u015febilir; 1,3480 destek, 1,3600 hedef; opsiyon\/SONIA stratejileri \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":87,"featured_media":49973,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52742","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