{"id":53228,"date":"2026-08-25T17:26:31","date_gmt":"2026-08-25T17:26:31","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/eur-usd-dolar-zayif-seyrini-surdururken-gucleniyor-almanya-verileri-pce-ve-jackson-hole-oncesinde-euroyu-destekliyor\/"},"modified":"2026-08-25T17:26:31","modified_gmt":"2026-08-25T17:26:31","slug":"eur-usd-dolar-zayif-seyrini-surdururken-gucleniyor-almanya-verileri-pce-ve-jackson-hole-oncesinde-euroyu-destekliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/eur-usd-dolar-zayif-seyrini-surdururken-gucleniyor-almanya-verileri-pce-ve-jackson-hole-oncesinde-euroyu-destekliyor\/","title":{"rendered":"EUR\/USD, dolar zay\u0131f seyrini s\u00fcrd\u00fcr\u00fcrken g\u00fc\u00e7leniyor; Almanya verileri PCE ve Jackson Hole \u00f6ncesinde euroyu destekliyor"},"content":{"rendered":"

EUR\/USD Sal\u0131 g\u00fcn\u00fc s\u0131n\u0131rl\u0131 y\u00fckseldi. Orta Do\u011fu\u2019daki geli\u015fmeler piyasalarda k\u0131sa vadede belirgin bir tepkiye yol a\u00e7mazken, ABD Hazine Bakanl\u0131\u011f\u0131\u2019n\u0131n daha uzun vadeli devlet tahvillerinde geri al\u0131mlar\u0131 art\u0131rma karar\u0131yla ge\u00e7en haftaki sat\u0131\u015f dalgas\u0131n\u0131n ard\u0131ndan ABD Dolar\u0131 zay\u0131f seyrini korudu. Parite 1,1671 civar\u0131nda i\u015flem g\u00f6r\u00fcrken, Cuma g\u00fcn\u00fc g\u00f6r\u00fclen 1,1711 seviyesindeki \u00fc\u00e7 ayl\u0131k zirvenin alt\u0131nda kald\u0131. Pakistan \u0130\u00e7i\u015fleri Bakan\u0131 Mohsin Naqvi, Pakistan\u2019\u0131n ABD ile \u0130ran aras\u0131nda arabuluculuk \u00e7abalar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc s\u00fcre\u00e7te, Genelkurmay Ba\u015fkan\u0131 Asim Munir ile birlikte \u0130ran Cumhurba\u015fkan\u0131 Mesud Peze\u015fkiyan\u2019la yapt\u0131klar\u0131 g\u00f6r\u00fc\u015fmeyi \u201c\u00e7ok olumlu ve verimli\u201d olarak nitelendirdi. Diplomatik giri\u015fim, ABD Hazine Bakanl\u0131\u011f\u0131\u2019n\u0131n Pazartesi g\u00fcn\u00fc \u0130ran h\u00fck\u00fcmetine y\u00f6nelik finansal deste\u011fi hedefleyen daha geni\u015f kapsaml\u0131 bir yapt\u0131r\u0131m kampanyas\u0131 olarak \u201cOperation Economic Outcast\u201d\u0131 ba\u015flatmas\u0131n\u0131n ard\u0131ndan geldi.<\/p>\n

Dolar\u0131n toparlanmas\u0131 s\u0131n\u0131rl\u0131 kald\u0131; geri al\u0131m ad\u0131m\u0131 ABD\u2019nin mali g\u00f6r\u00fcn\u00fcm\u00fcne ve artan bor\u00e7 y\u00fck\u00fcne ili\u015fkin endi\u015feleri yeniden g\u00fcndeme ta\u015f\u0131yarak ABD Dolar Endeksi \u00fczerinde bask\u0131 olu\u015fturdu. Endeks, k\u0131sa s\u00fcreli\u011fine 99,00 seviyesinin \u00fczerine \u00e7\u0131kt\u0131ktan sonra 98,95 civar\u0131nda seyretti. ABD verilerinde ADP \u0130stihdam De\u011fi\u015fimi d\u00f6rt haftal\u0131k ortalamas\u0131 9,5 binden 11,75 bine y\u00fckseldi. Piyasalar \u015fimdi \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanacak PCE Fiyat Endeksi\u2019ni, ard\u0131ndan Cuma g\u00fcn\u00fc Jackson Hole Sempozyumu\u2019nda Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n konu\u015fmas\u0131n\u0131 izliyor. Euro, Almanya\u2019dan gelen g\u00fc\u00e7l\u00fc verilerle destek buldu: ikinci \u00e7eyrek GSYH b\u00fcy\u00fcmesi %0,2 beklentisine kar\u015f\u0131 %0,3 olurken, y\u0131ll\u0131k b\u00fcy\u00fcme %0,9 tahminine kar\u015f\u0131 %1\u2019e y\u00fckseldi ve \u00f6nceki %0,7\u2019nin \u00fczerine \u00e7\u0131kt\u0131; IFO \u0130\u015f D\u00fcnyas\u0131 G\u00fcven Endeksi verisi de beklentileri a\u015ft\u0131. Politika beklentileri ayr\u0131\u015f\u0131yor: Fed\u2019in faizleri sabit tutmas\u0131 beklenirken, ECB\u2019nin Eyl\u00fcl\u2019de bor\u00e7lanma maliyetlerini art\u0131raca\u011f\u0131 fiyatlan\u0131yor.<\/p>\n

Euro G\u00fcc\u00fc ve Volatilite Olaylar\u0131 \u0130\u00e7in T\u00fcrev Stratejileri<\/h3>\n

T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131n\u0131n Euro\u2019daki g\u00fc\u00e7lenmenin s\u00fcrmesine pozisyon almas\u0131 i\u00e7in, vadesi Eyl\u00fcl sonuna ayarlanm\u0131\u015f EUR\/USD al\u0131m (call) opsiyonlar\u0131n\u0131n al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Paritenin 1,1671 civar\u0131nda g\u00fc\u00e7l\u00fc kalmas\u0131 ve 1,1711\u2019deki \u00fc\u00e7 ayl\u0131k zirveyi hedeflemesiyle, para politikas\u0131 ayr\u0131\u015fmas\u0131 belirgin bi\u00e7imde Euro lehine. Bu iyimser senaryo, ECB\u2019nin Eyl\u00fcl\u2019de faiz art\u0131r\u0131m\u0131 beklentisiyle desteklenirken, Federal Rezerv\u2019in faizleri sabit tutaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

K\u0131sa vadeli piyasa dalgalanmalar\u0131ndan yararlanmak i\u00e7in, bu haftaki ABD PCE enflasyon verisi ve Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n Jackson Hole Sempozyumu konu\u015fmas\u0131 \u00f6ncesinde uzun straddle stratejisinin de\u011ferlendirilmesini \u00f6neriyoruz. B\u00fcy\u00fck merkez bankas\u0131 etkinlikleri \u00f6ncesinde EUR\/USD opsiyonlar\u0131nda ima edilen volatilite tipik olarak y\u00fckselir; bu da etkinlik \u00f6ncesi volatilite al\u0131mlar\u0131n\u0131 cazip k\u0131lar. Tarihsel olarak s\u00fcrpriz ABD enflasyon verileri, h\u00e2lihaz\u0131rda 98,95 civar\u0131nda seyreden ABD Dolar Endeksi\u2019nde (DXY) sert hareketlere neden olmu\u015ftur.<\/p>\n

ABD Dolar Endeksi ve Euro B\u00f6lgesi Varl\u0131klar\u0131nda \u0130\u015flem<\/h3>\n

ABD\u2019nin mali g\u00f6r\u00fcn\u00fcm\u00fc bozulurken, vadeli i\u015flem kontratlar\u0131 kullan\u0131larak DXY\u2019de k\u0131sa pozisyon al\u0131nmas\u0131n\u0131 da tavsiye ediyoruz. Hazine\u2019nin uzun vadeli kamu borcunda geri al\u0131mlar\u0131 art\u0131rma karar\u0131, ABD dolar\u0131nda de\u011fer erozyonu (debasement) endi\u015felerini yeniden alevlendirerek 99,00 \u00fczerindeki olas\u0131 g\u00fc\u00e7l\u00fc y\u00fckseli\u015fleri s\u0131n\u0131rl\u0131yor. \u00d6n\u00fcm\u00fczdeki haftalarda dolar \u00fczerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n artmas\u0131 ve endeksi 97,50\u2019deki kritik deste\u011fe do\u011fru itmesi m\u00fcmk\u00fcn.<\/p>\n

Son olarak, yat\u0131r\u0131mc\u0131lar Euro B\u00f6lgesi\u2019nin ekonomik dayan\u0131kl\u0131l\u0131\u011f\u0131ndan faydalanmak i\u00e7in Almanya DAX endeksi opsiyonlar\u0131nda bo\u011fa al\u0131m spread\u2019leri (bull call spread) alarak pozisyonlanabilir. Almanya\u2019n\u0131n beklentileri a\u015fan %0,3\u2019l\u00fck 2\u00c7 GSYH b\u00fcy\u00fcmesi ve %1\u2019lik y\u0131ll\u0131k geni\u015fleme, Avrupa\u2019n\u0131n lokomotif ekonomisinin resesyon endi\u015felerine meydan okudu\u011funu g\u00f6steriyor. Bu olumlu momentum, Euro cinsi varl\u0131klar i\u00e7in g\u00fc\u00e7l\u00fc bir temel taban olu\u015ftururken, uzun y\u00f6nl\u00fc t\u00fcrev stratejilerini a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklere kar\u015f\u0131 daha korunakl\u0131 hale getiriyor.<\/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":"

EUR\/USD dolardaki zay\u0131fl\u0131k ve Almanya verileriyle 1,1671\u2019de tutunuyor; 1,1711 hedefte. PCE-Jackson Hole \u00f6ncesi volatilite f\u0131rsat\u0131: EUR\/USD call\/straddle, DXY short, DAX bull spread \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50005,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53228","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