{"id":53528,"date":"2026-09-02T02:27:17","date_gmt":"2026-09-02T02:27:17","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/abd-iran-saldirilarinin-petrol-ve-hazine-tahvili-getirilerini-yukseltmesi-fedin-faiz-artirimina-iliskin-beklentilerin-guclenmesiyle-altin-geriledi\/"},"modified":"2026-09-02T02:27:17","modified_gmt":"2026-09-02T02:27:17","slug":"abd-iran-saldirilarinin-petrol-ve-hazine-tahvili-getirilerini-yukseltmesi-fedin-faiz-artirimina-iliskin-beklentilerin-guclenmesiyle-altin-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-iran-saldirilarinin-petrol-ve-hazine-tahvili-getirilerini-yukseltmesi-fedin-faiz-artirimina-iliskin-beklentilerin-guclenmesiyle-altin-geriledi\/","title":{"rendered":"ABD-\u0130ran sald\u0131r\u0131lar\u0131n\u0131n petrol ve Hazine tahvili getirilerini y\u00fckseltmesi, Fed\u2019in faiz art\u0131r\u0131m\u0131na ili\u015fkin beklentilerin g\u00fc\u00e7lenmesiyle alt\u0131n geriledi"},"content":{"rendered":"

Alt\u0131n, ABD ile \u0130ran\u2019\u0131n kar\u015f\u0131l\u0131kl\u0131 sald\u0131r\u0131lar ger\u00e7ekle\u015ftirmesiyle Sal\u0131 g\u00fcn\u00fc %2,30\u2019dan fazla d\u00fc\u015ferek XAU\/USD\u2019nin 4.461 dolar\u0131 test etmesinin ard\u0131ndan 4.342 dolardan i\u015flem g\u00f6rd\u00fc. \u0130ran\u2019\u0131n g\u00fcneyinde patlama haberleri, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n ABD Hava Kuvvetleri\u2019nin Tahran\u2019\u0131n f\u00fcze f\u0131rlatma kapasitesini azaltmaya ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda deniz may\u0131n\u0131 ekleme kabiliyetini s\u0131n\u0131rlamaya y\u00f6nelik hedefleri vurdu\u011funu do\u011frulamas\u0131n\u0131n ard\u0131ndan geldi. ABD Hazine tahvil getirileri y\u00fckseldi; 10 y\u0131ll\u0131k tahvil faizi yakla\u015f\u0131k 4 baz puan art\u0131\u015fla %4,792\u2019ye \u00e7\u0131kt\u0131. Petrol ise g\u00fc\u00e7lendi: West Texas Intermediate g\u00fcn i\u00e7i 90,00 dolar\/varil civar\u0131nda zirve yapt\u0131 ve %4,20\u2019nin \u00fczerinde y\u00fckseldi. <\/p>\n

Alt\u0131n, ge\u00e7en hafta Jackson Hole\u2019da Fed Ba\u015fkan\u0131 Kevin Warsh\u2019tan gelen \u015fahin a\u00e7\u0131klamalar\u0131n ard\u0131ndan, para piyasalar\u0131n\u0131n eyl\u00fcl toplant\u0131s\u0131na y\u00f6nelik fiyatlamalar\u0131n\u0131 yeniden yapmas\u0131yla zaten gerilemi\u015fti. Prime Terminal verilerine g\u00f6re faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131 konu\u015fma \u00f6ncesinde %40\u2019\u0131n alt\u0131ndayken %71\u2019e y\u00fckselirken, de\u011fi\u015fmeme olas\u0131l\u0131\u011f\u0131 %29 oldu. ABD verileri kar\u0131\u015f\u0131kt\u0131: A\u011fustos ISM \u0130malat PMI 55,6\u2019dan 54,6\u2019ya gerileyerek 55,2 beklentisinin alt\u0131nda kald\u0131; JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131 ise 7,3 milyon beklentiye kar\u015f\u0131l\u0131k 7,217 milyona y\u00fckseldi. Teknik olarak XAU\/USD, 4.400 dolar\u0131n ve 4.365 dolardaki 100 g\u00fcnl\u00fck SMA\u2019n\u0131n alt\u0131na sarkarak 4.350 dolar\u0131n alt\u0131n\u0131 g\u00f6rd\u00fc; destek seviyeleri g\u00fcn\u00fcn dibi olan 4.326 dolar, ard\u0131ndan 4.300 dolar ve 4.215 dolardaki 50 g\u00fcnl\u00fck SMA olarak \u00f6ne \u00e7\u0131k\u0131yor. 4.365 dolar ise yeniden 4.400 dolara do\u011fru ilk ad\u0131m konumunda. D\u00fcnya Alt\u0131n Konseyi\u2019ne g\u00f6re merkez bankalar\u0131 2022\u2019de yakla\u015f\u0131k 70 milyar dolar de\u011ferinde 1.136 ton alt\u0131n ekledi.<\/p>\n

Jeopolitik Gerilimler ve Makroekonomik Etkenler Alt\u0131n \u00dczerinde Bask\u0131 Kuruyor<\/h3>\n

ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n t\u0131rmanmas\u0131 ve petrol fiyatlar\u0131n\u0131n 90 dolara s\u0131\u00e7ramas\u0131n\u0131n ard\u0131ndan alt\u0131n piyasas\u0131nda, fiyatlar\u0131n %2,30\u2019dan fazla gerileyerek 4.342 dolara inmesiyle belirgin bir de\u011fi\u015fim g\u00f6r\u00fcyoruz. Bu jeopolitik \u015fok, ABD 10 y\u0131ll\u0131k Hazine tahvil getirisini %4,792\u2019ye ta\u015f\u0131yarak getiri sa\u011flamayan alt\u0131n tutman\u0131n f\u0131rsat maliyetini art\u0131rd\u0131. Tarihsel olarak reel getiriler bu \u015fekilde h\u0131zl\u0131 y\u00fckseldi\u011finde, sermaye daha y\u00fcksek getirili devlet tahvillerine y\u00f6nelirken alt\u0131n \u00fczerinde g\u00fc\u00e7l\u00fc a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fuyor.<\/p>\n

Ayr\u0131ca, \u00f6zellikle Fed Ba\u015fkan\u0131 Kevin Warsh\u2019un Jackson Hole\u2019daki \u015fahin mesajlar\u0131 sonras\u0131 de\u011fi\u015fen faiz beklentilerini yak\u0131ndan izlemek gerekiyor. Piyasa verileri, eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n bir hafta \u00f6nce %40\u2019\u0131n alt\u0131ndayken art\u0131k %71\u2019e \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Benzer sert beklenti de\u011fi\u015fimleri, tarihsel olarak de\u011ferli metallerde uzun s\u00fcreli sat\u0131\u015f dalgalar\u0131n\u0131 tetikledi; nitekim 2022\u2019deki faiz art\u0131\u015flar\u0131 alt\u0131n\u0131 birka\u00e7 ay i\u00e7inde %15\u2019ten fazla a\u015fa\u011f\u0131 \u00e7ekmi\u015fti.<\/p>\n

Alt\u0131n \u0130\u00e7in Teknik G\u00f6r\u00fcn\u00fcm ve \u0130\u015flem Stratejileri<\/h3>\n

T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131, eyl\u00fcl ay\u0131n\u0131n tarihsel olarak alt\u0131n i\u00e7in en zay\u0131f takvim ay\u0131 olmas\u0131 nedeniyle (son yirmi y\u0131lda ortalama %1\u2019in \u00fczerinde d\u00fc\u015f\u00fc\u015f) ilave geri \u00e7ekilmelere haz\u0131rl\u0131kl\u0131 olmal\u0131. Teknik a\u00e7\u0131dan, 4.365 dolardaki 100 g\u00fcnl\u00fck Basit Hareketli Ortalama\u2019n\u0131n ve kritik 4.400 dolar seviyesinin alt\u0131na inilmesi, sat\u0131c\u0131lar\u0131n kontrol\u00fc net bi\u00e7imde elinde tuttu\u011funa i\u015faret ediyor. Fiyat 4.350 dolar\u0131n alt\u0131nda kapan\u0131\u015f yaparsa, bir sonraki ana destekler olan 4.300 dolar ve 4.215 dolardaki 50 g\u00fcnl\u00fck SMA\u2019ya do\u011fru ek d\u00fc\u015f\u00fc\u015fe y\u00f6nelik pozisyonlanma \u00f6neriyoruz.<\/p>\n

Opsiyon i\u015flemi yapanlar i\u00e7in, volatilite y\u00fcksek seyrederken bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc momentumu de\u011ferlendirmek amac\u0131yla ay\u0131 (bearish) put spread stratejilerinin kullan\u0131lmas\u0131 veya call opsiyonlar\u0131n\u0131n sat\u0131lmas\u0131 \u00f6nerilebilir. Ayr\u0131ca bu hafta ISM Hizmet PMI ve Cuma g\u00fcn\u00fc tar\u0131m d\u0131\u015f\u0131 istihdam (Nonfarm Payrolls) dahil kritik ekonomik veriler \u00f6ncesinde olduk\u00e7a \u00e7evik kalmak gerekiyor. Alt\u0131n 4.365 dolar seviyesini yeniden kazanabilirse, 4.400 dolara giden yol tekrar a\u00e7\u0131laca\u011f\u0131ndan stratejileri h\u0131zla n\u00f6tr seviyeye \u00e7evirmek uygun olacakt\u0131r.<\/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":"

Jeopolitik \u015fok ve Fed\u2019in \u015fahinli\u011fi alt\u0131n\u0131 vurdu: XAU\/USD %2,3 d\u00fc\u015f\u00fc\u015fle 4.342$\u2019a indi. ABD 10Y faiz %4,792, petrol 90$; teknik k\u0131r\u0131l\u0131m 4.300\u20134.215$ riskini b\u00fcy\u00fct\u00fcyor.<\/p>\n","protected":false},"author":87,"featured_media":49999,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53528","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