Sterlin Per\u015fembe g\u00fcn\u00fc ikinci g\u00fcn\u00fcnde de geriledi; ABD\u2019den gelen daha g\u00fc\u00e7l\u00fc makro verilerin dolar\u0131 desteklemesi ve yat\u0131r\u0131mc\u0131lar\u0131n Jackson Hole\u2019da konu\u015facak ABD Merkez Bankas\u0131 (Fed) yetkililerini beklemesiyle GBP\/USD paritesi ABD Dolar\u0131 kar\u015f\u0131s\u0131nda yakla\u015f\u0131k %0,05 d\u00fc\u015f\u00fc\u015f kaydetti. GBP\/USD, g\u00fcn i\u00e7i 1,3600 civar\u0131ndaki zirveyi g\u00f6rd\u00fckten sonra 1,3588 seviyesinde i\u015flem g\u00f6rd\u00fc. 22 A\u011fustos\u2019ta sona eren haftaya ili\u015fkin ilk i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 208 bin beklentisine kar\u015f\u0131l\u0131k 203 bin olarak a\u00e7\u0131kland\u0131. Mal ticareti a\u00e7\u0131\u011f\u0131 ise temmuzda 102,1 milyar dolardan 118,8 milyar dolara geni\u015fledi; bu, \u015firketlerin Trump\u2019\u0131n \u201cKurtulu\u015f G\u00fcn\u00fc\u201d tarifeleri duyurusu \u00f6ncesinde ithalat\u0131 h\u0131zland\u0131rd\u0131\u011f\u0131 ve rekor k\u0131rd\u0131\u011f\u0131 Mart 2025\u2019ten bu yana en b\u00fcy\u00fck a\u00e7\u0131k oldu. ABD Dolar Endeksi (DXY) 99,14 seviyesinde yatay seyretti.<\/p>\n
Fed yetkililerinden gelen a\u00e7\u0131klamalar, politika de\u011ferlendirmelerinde yap\u0131\u015fkan enflasyona odaklan\u0131ld\u0131\u011f\u0131n\u0131 peki\u015ftirerek GBP\/USD \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131rd\u0131. Birle\u015fik Krall\u0131k veri takviminin bo\u015f olmas\u0131, pariteyi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde dolar dinamiklerine duyarl\u0131 b\u0131rakt\u0131. Teknik tarafta parite 1,3590 civar\u0131nda seyrederken, 1,3417 yak\u0131n\u0131ndaki basit hareketli ortalama k\u00fcmesi ile 1,3393\u20131,3394 ve 1,3488 \u00e7evresindeki trend \u00e7izgisi seviyeleri destek olarak izleniyor. G\u00f6reli G\u00fc\u00e7 Endeksi (RSI-14) 60\u2019a yak\u0131n seyrederken, Fed Duyarl\u0131l\u0131k Endeksi yakla\u015f\u0131k 132 d\u00fczeyinde; diren\u00e7 seviyeleri 1,3631 ve 1,3676 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
ABD Dolar\u0131\u2019n\u0131n 99,14 seviyesine yak\u0131n g\u00fc\u00e7l\u00fc seyrini korudu\u011funu, bunun da kuvvetli ekonomik veriler ve \u015fahin Fed yorumlar\u0131n\u0131n Sterlin \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131n beklenti d\u0131\u015f\u0131 \u015fekilde 203 bine gerilemesi, ABD i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n dikkate de\u011fer \u00f6l\u00e7\u00fcde s\u0131k\u0131 kald\u0131\u011f\u0131n\u0131 ve bunun enflasyon risklerini canl\u0131 tuttu\u011funu g\u00f6steriyor. Bu tablo, h\u00e2lihaz\u0131rda 1,3588 civar\u0131nda i\u015flem g\u00f6ren GBP\/USD paritesinde yak\u0131n vadeli bask\u0131n\u0131n s\u00fcrebilece\u011fine i\u015faret ediyor.<\/p>\n
Fed\u2019in ilave s\u0131k\u0131la\u015ft\u0131rmas\u0131na y\u00f6nelik beklentilerin y\u00fckselmesiyle, t\u00fcrev i\u015flemler yapan yat\u0131r\u0131mc\u0131lar\u0131n ani a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlere kar\u015f\u0131 korunmak amac\u0131yla k\u0131sa vadeli GBP\/USD sat\u0131m (put) opsiyonlar\u0131 almas\u0131n\u0131 \u00f6neriyoruz. Tarihsel olarak, Jackson Hole Sempozyumu\u2019nda \u015fahin Fed d\u00f6n\u00fc\u015fleri s\u0131ras\u0131nda paritede ima edilen volatilite, daha y\u00fcksek faiz risklerinin fiyatlanmas\u0131yla %10\u2013%15 artma e\u011filimi g\u00f6steriyor. Bu strateji, paritenin 1,3488 seviyesindeki yak\u0131n deste\u011finin alt\u0131na sarkmas\u0131 halinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc potansiyelden faydalanmay\u0131 m\u00fcmk\u00fcn k\u0131lar.<\/p>\n
RSI\u2019\u0131n 60 civar\u0131nda seyretmesiyle genel teknik g\u00f6r\u00fcn\u00fcm pozitif kalsa da, 1,3417 yak\u0131n\u0131ndaki basit hareketli ortalama k\u00fcmesinin yak\u0131ndan izlenmesi gerekiyor. Dolar endeksindeki yukar\u0131 y\u00f6nl\u00fc momentumun s\u00fcrmesi halinde bu teknik zeminin k\u0131r\u0131lmas\u0131, 1,3393 seviyesine do\u011fru sat\u0131\u015flar\u0131 h\u0131zland\u0131rabilir. \u00d6te yandan, yakla\u015fan ABD verilerinde so\u011fuma sinyalleri gelmesi durumunda olu\u015fabilecek h\u0131zl\u0131 tepki y\u00fckseli\u015flerinde 1,3631 civar\u0131ndaki diren\u00e7 hedeflenebilir.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalarda Birle\u015fik Krall\u0131k Parlamentosu\u2019nun yeniden a\u00e7\u0131lmas\u0131 ve Ba\u015fbakan Andy Burnham\u2019\u0131n yakla\u015fan Sonbahar B\u00fct\u00e7esi\u2019ne ili\u015fkin ayr\u0131nt\u0131lar, yeni bir yurti\u00e7i volatilite kayna\u011f\u0131 yaratacak. Yat\u0131r\u0131mc\u0131lar\u0131n, Birle\u015fik Krall\u0131k enflasyonunu yukar\u0131 itebilecek ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131 (BoE) politika ayarlamas\u0131na zorlayabilecek kapsaml\u0131 mali harcama planlar\u0131na kar\u015f\u0131 dikkatli olmas\u0131 gerekiyor. Piyasadaki y\u00f6n ne olursa olsun, bu t\u00fcr sert siyasi ve ekonomik ba\u015fl\u0131klardan yararlanmak i\u00e7in opsiyon straddle stratejileri kullan\u0131labilir.<\/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":" Dikkat: Sterlin\u2019de ikinci g\u00fcn kay\u0131p. G\u00fc\u00e7l\u00fc ABD verileri ve Jackson Hole \u00f6ncesi \u015fahin Fed fiyatlamas\u0131yla GBP\/USD 1,3588\u2019e indi; destek 1,3488, diren\u00e7 1,3631; put opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/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-53325","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