Sterlin, \u0130ngiltere T\u00dcFE verilerinin a\u011fustosta enflasyonun beklendi\u011fi gibi y\u00fckseldi\u011fini g\u00f6stermesinin ard\u0131ndan euro kar\u015f\u0131s\u0131nda de\u011fer kaybetti. EUR\/GBP, yakla\u015f\u0131k 10 pip y\u00fckselerek 0,8570\u2019in \u00fczerindeki seans zirvelerine \u00e7\u0131kt\u0131 ve sal\u0131 g\u00fcnk\u00fc 0,8550 civar\u0131ndaki diplerden toparland\u0131; ancak ge\u00e7en haftaki 0,8600 zirvesinin alt\u0131nda kald\u0131. Man\u015fet T\u00dcFE, temmuzdaki %2,9\u2019dan y\u0131ll\u0131k bazda %3,1\u2019e y\u00fckselirken, \u00e7ekirdek T\u00dcFE ayn\u0131 d\u00f6nemde %2,6\u2019da sabit kald\u0131 ve beklentilere paralel ger\u00e7ekle\u015fti.<\/p>\n
\u00dcretici fiyat dinamikleri ise piyasalar\u0131n \u00f6ng\u00f6rd\u00fc\u011f\u00fcnden daha s\u0131cak seyretti. Girdi \u00dcFE y\u0131ll\u0131k bazda %4,9\u2019dan %6,1\u2019e h\u0131zlanarak %5,4\u2019l\u00fck konsens\u00fcs\u00fc a\u015farken, \u00e7\u0131kt\u0131 \u00dcFE %3,1\u2019den %3,7\u2019ye y\u00fckseldi ve %3,3 tahmininin \u00fczerinde geldi. Buna ra\u011fmen, piyasa fiyatlamas\u0131 \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) per\u015fembe g\u00fcn\u00fc faizlerde de\u011fi\u015fikli\u011fe gitmeyece\u011fine i\u015faret etmeyi s\u00fcrd\u00fcrd\u00fc. Euronun y\u00fckseli\u015fi riskten ka\u00e7\u0131\u015f e\u011filimi ve y\u00fcksek enerji maliyetleriyle s\u0131n\u0131rlan\u0131rken, Orta Do\u011fu\u2019da s\u00fcren gerilimlerin etkisiyle Brent petrol 100 dolar\u0131n \u00fczerinde yatay seyretti; bu durum Euro B\u00f6lgesi\u2019nin ithalat\u00e7\u0131 ekonomileri i\u00e7in olumsuz bir unsur.<\/p>\n
EUR\/GBP paritesinin 0,8570 seviyesi etraf\u0131nda konsolide oldu\u011fu bu d\u00f6nemde, t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in uzun pozisyon olu\u015fturma y\u00f6n\u00fcnde g\u00fc\u00e7l\u00fc bir f\u0131rsat g\u00f6r\u00fcyoruz. \u0130ngiltere\u2019de enflasyonun a\u011fustosta %3,1\u2019de kalmas\u0131 ve \u00e7ekirdek T\u00dcFE\u2019nin %2,6\u2019da de\u011fi\u015fmemesi, Sterlin\u2019in y\u00fckseli\u015f ivmesini zay\u0131flat\u0131yor. Yat\u0131r\u0131mc\u0131lar, 0,8650 diren\u00e7 b\u00f6lgesine do\u011fru bir tepki y\u00fckseli\u015finden faydalanmak i\u00e7in EUR\/GBP\u2019de k\u0131sa vadeli al\u0131m (call) opsiyonlar\u0131n\u0131 de\u011ferlendirebilir.<\/p>\n
Brent petrol\u00fcn varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerinde i\u015flem g\u00f6rmesi k\u0131sa vadede Euro B\u00f6lgesi\u2019nin ithalat\u00e7\u0131 ekonomileri \u00fczerinde bask\u0131 yaratsa da, bu enerji kaynakl\u0131 bask\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde zaten fiyatlara yans\u0131d\u0131\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Tarihsel olarak, enerji piyasalar\u0131ndaki benzer jeopolitik risk primleri euronun a\u015f\u0131r\u0131 sat\u0131m ko\u015fullar\u0131na girmesine yol a\u00e7arak ters y\u00f6nde pozisyon alan yat\u0131r\u0131mc\u0131lar i\u00e7in cazip giri\u015f noktalar\u0131 olu\u015fturdu. Enerji oynakl\u0131\u011f\u0131 yat\u0131\u015f\u0131rken olas\u0131 bir d\u00f6n\u00fc\u015fe pozisyon almak ve prim maliyetini s\u0131n\u0131rlamak i\u00e7in bo\u011fa al\u0131m spread\u2019lerinin (bull call spread) kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n
\u0130lerleyen d\u00f6nemde, politika yap\u0131c\u0131lar aras\u0131ndaki derin g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 nedeniyle BoE\u2019nin yar\u0131nki toplant\u0131s\u0131nda faizi sabit tutmas\u0131 bekleniyor. Bu g\u00fcvercin duru\u015fa, ekim sonundaki \u0130ngiltere b\u00fct\u00e7esi \u00f6ncesinde artan mali belirsizli\u011fin de eklenmesi, Sterlin \u00fczerindeki bask\u0131y\u0131 b\u00fcy\u00fck olas\u0131l\u0131kla s\u00fcrd\u00fcrecek. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n yukar\u0131 y\u00f6nl\u00fc risklere a\u011f\u0131rl\u0131k vererek, \u00f6n\u00fcm\u00fczdeki bir ay i\u00e7inde 0,8700\u2019e do\u011fru bir hareketi hedeflemesini tavsiye ediyoruz.<\/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":" Sterlin, T\u00dcFE sonras\u0131 euro kar\u015f\u0131s\u0131nda gerilerken EUR\/GBP 0,8570 \u00fcst\u00fcne t\u0131rmand\u0131. \u00dcFE\u2019ler s\u00fcrpriz s\u0131cak. BoE\u2019nin faizi sabit tutmas\u0131 bekleniyor; t\u00fcrevde call\/bull spread ile 0,8700 hedefi \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49989,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-54073","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