{"id":53049,"date":"2026-08-20T15:27:19","date_gmt":"2026-08-20T15:27:19","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/abdde-issizlik-maasi-basvurularinin-4-haftalik-ortalamasi-200-binin-uzerine-cikti-fedin-gevseme-adimlarina-yonelik-beklentiler-guclendi\/"},"modified":"2026-08-20T15:27:19","modified_gmt":"2026-08-20T15:27:19","slug":"abdde-issizlik-maasi-basvurularinin-4-haftalik-ortalamasi-200-binin-uzerine-cikti-fedin-gevseme-adimlarina-yonelik-beklentiler-guclendi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abdde-issizlik-maasi-basvurularinin-4-haftalik-ortalamasi-200-binin-uzerine-cikti-fedin-gevseme-adimlarina-yonelik-beklentiler-guclendi\/","title":{"rendered":"ABD\u2019de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 4 haftal\u0131k ortalamas\u0131 200 binin \u00fczerine \u00e7\u0131kt\u0131, Fed\u2019in gev\u015feme ad\u0131mlar\u0131na y\u00f6nelik beklentiler g\u00fc\u00e7lendi"},"content":{"rendered":"

ABD\u2019de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n d\u00f6rt haftal\u0131k ortalamas\u0131 14 A\u011fustos itibar\u0131yla 204 bin seviyesine y\u00fckseldi; \u00f6nceki okumada 199 bin d\u00fczeyindeydi. Art\u0131\u015f, son bir ayda haftal\u0131k ortalama ba\u015fvurularda \u0131l\u0131ml\u0131 bir yukar\u0131 y\u00f6nl\u00fc e\u011filime i\u015faret ediyor.<\/p>\n

\u0130lk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131, i\u015fsizlik \u00f6dene\u011fi i\u00e7in yap\u0131lan yeni ba\u015fvurular\u0131 takip eder ve i\u015fg\u00fcc\u00fc piyasas\u0131 ko\u015fullar\u0131na ili\u015fkin sinyaller i\u00e7in izlenir. D\u00f6rt haftal\u0131k ortalamadaki son hareket, haftal\u0131k oynakl\u0131\u011f\u0131 yumu\u015fatarak ba\u015fvuru verilerindeki temel e\u011filimlere daha net bir g\u00f6r\u00fcn\u00fcm sunuyor.<\/p>\n

\u0130\u015fg\u00fcc\u00fc Piyasas\u0131nda So\u011fuma ve Ekonomi A\u00e7\u0131s\u0131ndan Sonu\u00e7lar<\/h3>\n

ABD\u2019de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n d\u00f6rt haftal\u0131k ortalamas\u0131nda a\u011fustos ortas\u0131nda 199 binden 204 bine \u00e7\u0131kan son y\u00fckseli\u015fi yak\u0131ndan izliyoruz. Kritik 200 bin e\u015fi\u011finin \u00fczerine do\u011fru bu kademeli t\u0131rman\u0131\u015f, tarihsel olarak \u00e7ok s\u0131k\u0131 seyreden i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n nihayet so\u011fumaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Tarihsel olarak, bu ortalama d\u00f6ng\u00fcsel diplerinden istikrarl\u0131 \u015fekilde y\u00fckselmeye ba\u015flad\u0131\u011f\u0131nda, \u00e7o\u011fu zaman ekonomik ivmede daha geni\u015f \u00e7apl\u0131 yava\u015flaman\u0131n ve merkez bankas\u0131 politikas\u0131nda y\u00f6n de\u011fi\u015fimlerinin \u00f6nc\u00fcs\u00fc olabiliyor.<\/p>\n

Faiz, Hisse Senedi ve FX\u2019te \u0130\u015flem Stratejileri<\/h3>\n

Faiz t\u00fcrevleri i\u015flemcileri i\u00e7in, eyl\u00fcl toplant\u0131s\u0131na yakla\u015f\u0131rken daha g\u00fcvercin bir Fed\u2019e y\u00f6nelik pozisyonlanmay\u0131 \u00f6neriyoruz. Secured Overnight Financing Rate (SOFR) opsiyonlar\u0131, y\u0131l sonundan \u00f6nce faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 \u015fimdiden fiyatlamaya ba\u015fl\u0131yor. \u00d6n\u00fcm\u00fczdeki haftalarda Hazine tahvil getirilerindeki d\u00fc\u015f\u00fc\u015ften faydalanmak i\u00e7in SOFR vadeli kontratlar\u0131 \u00fczerine al\u0131m (call) opsiyonlar\u0131 al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Hisse senedi opsiyonlar\u0131 piyasas\u0131nda ise, yat\u0131r\u0131mc\u0131lar\u0131n bu so\u011fuyan makro veriyi sindirmesiyle volatilitede art\u0131\u015f bekliyoruz. Ge\u00e7mi\u015fte benzer i\u015fg\u00fcc\u00fc piyasas\u0131 yava\u015flamalar\u0131, raporlar\u0131n ard\u0131ndan gelen haftalarda VIX endeksini birka\u00e7 puan yukar\u0131 ta\u015f\u0131d\u0131. Olas\u0131 hisse geri \u00e7ekilmelerine kar\u015f\u0131 korunmak i\u00e7in S&P 500\u2019de koruyucu sat\u0131m (put) opsiyonlar\u0131 al\u0131nmas\u0131n\u0131 veya VIX al\u0131m spread\u2019lerine girilmesini tavsiye ediyoruz.<\/p>\n

Son olarak, ABD Dolar Endeksi \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015furken d\u00f6viz t\u00fcrevlerinde stratejik f\u0131rsatlar g\u00f6r\u00fcyoruz. Hazine tahvil getirileri gerilerken dolar, Euro ve Yen gibi ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 faiz avantaj\u0131n\u0131 kaybediyor. Greenback zay\u0131flad\u0131k\u00e7a olas\u0131 yukar\u0131 y\u00f6nl\u00fc potansiyeli yakalamak i\u00e7in EUR\/USD al\u0131m (call) opsiyonlar\u0131n\u0131n kullan\u0131lmas\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":"

ABD\u2019de i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n 4 haftal\u0131k ortalamas\u0131 199 binden 204 bine \u00e7\u0131kt\u0131; 200 bin e\u015fi\u011fi a\u015f\u0131ld\u0131. \u0130\u015fg\u00fcc\u00fc piyasas\u0131nda so\u011fuma sinyali: g\u00fcvercin Fed, tahvil rallisi, VIX y\u00fckseli\u015fi, dolar bask\u0131s\u0131.<\/p>\n","protected":false},"author":87,"featured_media":49961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53049","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