FTSE 100, erken saatlerdeki kay\u0131plar\u0131n ard\u0131ndan al\u0131mlarla yeniden toparlanarak y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc ve 11.000 seviyesine biraz daha yakla\u015ft\u0131. Endeksin teknoloji hisselerine s\u0131n\u0131rl\u0131 maruziyeti, piyasalar\u0131n Nvidia\u2019n\u0131n sonu\u00e7lar\u0131n\u0131 bekledi\u011fi ortamda destek sa\u011flarken; petrol fiyatlar\u0131n\u0131n \u00f6nceki hareketlerini tersine \u00e7evirmesiyle Avrupa hisseleri de g\u00fc\u00e7 kazand\u0131. G\u00fcn i\u00e7indeki petrol d\u00fc\u015f\u00fc\u015flerine al\u0131m gelmesi, daha geni\u015f \u00e7apl\u0131 y\u00fckseli\u015f e\u011filimini bozmad\u0131.<\/p>\n
Alt\u0131n ise, Bessent\u2019in m\u00fcdahalesini izleyen son toparlanman\u0131n ard\u0131ndan geri \u00e7ekildi. Piyasalar\u0131n oda\u011f\u0131, Fed\u2019in eyl\u00fcl politika karar\u0131na y\u00f6nelik pozisyonlanman\u0131n artt\u0131\u011f\u0131 bir d\u00f6nemde, cuma g\u00fcn\u00fc Warsh\u2019\u0131n yapaca\u011f\u0131 konu\u015fmaya da kay\u0131yor.<\/p>\n
T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n, FTSE 100\u2019\u00fcn 11.000 gibi tarihi bir e\u015fi\u011fe do\u011fru ilerlerken olu\u015fan momentumunu takip etmesini \u00f6neriyoruz. \u0130ngiltere\u2019nin g\u00f6sterge endeksi bu y\u0131l bir\u00e7ok k\u00fcresel benzerini geride b\u0131rakt\u0131; bunda teknoloji sekt\u00f6r\u00fcndeki dalgalanmalara kar\u015f\u0131 daha korunakl\u0131, defansif sekt\u00f6r da\u011f\u0131l\u0131m\u0131 etkili oldu. Yat\u0131r\u0131mc\u0131lar, \u00f6zellikle Nvidia\u2019n\u0131n bu gece a\u00e7\u0131klanacak bilan\u00e7osu \u00f6ncesinde teknolojiden \u00e7\u0131k\u0131\u015flarla sermaye rotasyonu h\u0131z kazan\u0131rken, bu istikrarl\u0131 yukar\u0131 y\u00f6nl\u00fc seyrden faydalanmak i\u00e7in al\u0131m (call) opsiyonlar\u0131n\u0131 kullanabilir.<\/p>\n
Buna kar\u015f\u0131l\u0131k, metaldeki son ralli ivme kaybederken alt\u0131nda k\u0131sa (short) pozisyon ya da sat\u0131m (put) opsiyonu al\u0131m\u0131 i\u00e7in bir f\u0131rsat g\u00f6r\u00fcyoruz. Alt\u0131n, siyasi yorumlar\u0131n etkiledi\u011fi oynak d\u00f6nemin ard\u0131ndan 2.600 dolar seviyesi yak\u0131n\u0131nda yorulma i\u015faretleri veriyor. Yat\u0131r\u0131mc\u0131lar, Fed\u2019in eyl\u00fcldeki faiz patikas\u0131na ili\u015fkin sinyal verebilecek Kevin Warsh\u2019\u0131n cuma g\u00fcnk\u00fc yak\u0131ndan izlenen konu\u015fmas\u0131 \u00f6ncesinde sert dalgalanmalara haz\u0131rl\u0131kl\u0131 olmal\u0131.<\/p>\n
Ayr\u0131ca, son fiyat dalgalanmalar\u0131 genel Avrupa piyasa alg\u0131s\u0131n\u0131 do\u011frudan etkiledi\u011fi i\u00e7in petrol t\u00fcrevleri yak\u0131ndan izlenmeli. Brent petrol fiyatlar\u0131 son d\u00f6nemde gerilemi\u015f olsa da k\u0131sa s\u00fcreli tepki y\u00fckseli\u015fi, d\u00fc\u015f\u00fck seviyelerde h\u00e2l\u00e2 canl\u0131 bir al\u0131m i\u015ftah\u0131 oldu\u011funu g\u00f6steriyor. \u00d6n\u00fcm\u00fczdeki haftalarda bu oynakl\u0131k s\u00fcrerken, enerji kontratlar\u0131nda s\u0131k\u0131 zarar-kes (stop-loss) kullan\u0131m\u0131n\u0131n riski y\u00f6netmeye yard\u0131mc\u0131 olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.<\/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":" FTSE 100, teknolojiye d\u00fc\u015f\u00fck maruziyetin deste\u011fiyle kay\u0131plar\u0131 silip 11.000\u2019e yakla\u015f\u0131rken; Nvidia bilan\u00e7osu \u00f6ncesi call opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor. Alt\u0131nda zay\u0131flama, Warsh konu\u015fmas\u0131 \u00f6ncesi short\/put f\u0131rsat\u0131; petrolde oynakl\u0131k s\u00fcr\u00fcyor.<\/p>\n","protected":false},"author":87,"featured_media":49983,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53277","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