Sterlin, \u00c7ar\u015famba g\u00fcn\u00fc ABD dolar\u0131 kar\u015f\u0131s\u0131nda %0,70\u2019in \u00fczerinde de\u011fer kaybederek GBP\/USD paritesini 1 Temmuz\u2019dan bu yana en d\u00fc\u015f\u00fck seviye olan 1,3253\u2019e \u00e7ekti. Hareketin arkas\u0131nda ABD i\u015f anketlerinin g\u00fc\u00e7lenmesi ve ABD\u2019nin dizel ihracat\u0131na yasak getirebilece\u011fi endi\u015fesiyle petrol fiyatlar\u0131n\u0131n y\u00fckselmesi yer ald\u0131; bu tablo \u201cgreenback\u201de destek verdi. ABD Dolar Endeksi (DXY) %0,52 y\u00fckselerek 30 Temmuz\u2019dan bu yana ilk kez 101,00 seviyesinin \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n\n
S&P Global\u2019in Eyl\u00fcl ay\u0131na ili\u015fkin \u00f6nc\u00fc (flash) \u0130malat PMI verisi 57\u2019ye y\u00fckselerek 53,5\u2019lik beklentiyi ve A\u011fustos\u2019taki 53,9\u2019u a\u015ft\u0131. Hizmet PMI ise 56,5\u2019ten 58,7\u2019ye \u00e7\u0131karken, Bile\u015fik PMI 56\u2019dan 58,4\u2019e y\u00fckseldi. Ayr\u0131 bir a\u00e7\u0131klamada Fed Y\u00f6netim Kurulu \u00dcyesi Michael Barr, enflasyonu %2\u2019ye indirmek i\u00e7in ilave faiz art\u0131\u015flar\u0131n\u0131n gerekebilece\u011fini s\u00f6yledi. Prime Terminal verilerine g\u00f6re para piyasalar\u0131, Fed\u2019in Ekim ay\u0131nda faiz art\u0131rma ihtimaline ili\u015fkin z\u0131mni olas\u0131l\u0131\u011f\u0131 bir g\u00fcn \u00f6nceki %52\u2019den %70\u2019e y\u00fckseltti. Birle\u015fik Krall\u0131k\u2019ta S&P Global verileri, imalat ve hizmetlerde b\u00fcy\u00fcmenin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ancak ayl\u0131k bazda ivmenin zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6sterdi; takvimde BoE konu\u015fmalar\u0131 ve Eyl\u00fcl GfK T\u00fcketici G\u00fcveni \u00f6ne \u00e7\u0131karken, ABD taraf\u0131nda Fed yetkililerinden a\u00e7\u0131klamalar, i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 ve Beth Hammack ile Anna Paulson\u2019\u0131n de\u011ferlendirmeleri takip edilecek.<\/p>\n\n
T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda GBP\/USD paritesinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n s\u00fcrmesine g\u00f6re pozisyonlanmas\u0131n\u0131 \u00f6neriyoruz. Paritenin 1,3476 civar\u0131ndaki ana hareketli ortalamalar\u0131n\u0131n alt\u0131na sarkmas\u0131yla orta vadeli momentum belirgin \u015fekilde negatife d\u00f6nd\u00fc. G\u00fcnl\u00fck RSI\u2019\u0131n 26 ile a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesini i\u015faret etmesine ra\u011fmen, dipten al\u0131m yapmak yerine k\u0131sa vadeli y\u00fckseli\u015fleri sat\u0131\u015f f\u0131rsat\u0131 olarak de\u011ferlendirmek gerekir.<\/p>\n\n
ABD Dolar Endeksi, g\u00fc\u00e7l\u00fc PMI verilerinin Ekim faiz art\u0131\u015f\u0131 beklentisini %70\u2019e ta\u015f\u0131mas\u0131yla 101,00 bariyerinin \u00fczerine k\u0131rd\u0131. Tarihsel e\u011filimler, Fed\u2019in \u015fahin tutumunu korurken Avrupa\u2019da b\u00fcy\u00fcmenin yava\u015flad\u0131\u011f\u0131 d\u00f6nemlerde dolar\u0131n izleyen 30 g\u00fcnde ortalama %1,8 de\u011fer kazand\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu ayr\u0131\u015fmadan yararlanmak i\u00e7in kullan\u0131m fiyat\u0131 piyasa d\u0131\u015f\u0131 (out-of-the-money) USD call opsiyonlar\u0131 al\u0131m\u0131 de\u011ferlendirilebilir.<\/p>\n\n
Buna ek olarak, olas\u0131 ABD dizel ihracat k\u0131s\u0131tlamalar\u0131n\u0131n tetikledi\u011fi petrol fiyatlar\u0131ndaki sert y\u00fckseli\u015f dolara g\u00fc\u00e7l\u00fc bir destek sa\u011fl\u0131yor. G\u00fcncel k\u00fcresel enerji verileri, orta distilat stoklar\u0131n\u0131n tarihsel be\u015f y\u0131ll\u0131k ortalamalar\u0131n\u0131n yakla\u015f\u0131k %8 alt\u0131nda seyretti\u011fine i\u015faret ediyor; bu da petrol fiyatlar\u0131n\u0131n y\u00fcksek kalabilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Enflasyon kaynakl\u0131 dolar g\u00fcc\u00fcne kar\u015f\u0131 korunma amac\u0131yla enerji emtialar\u0131nda uzun call opsiyonlar\u0131 olu\u015fturulmas\u0131n\u0131 tavsiye ediyoruz.<\/p>\n\n
Teknik a\u00e7\u0131dan, 1,3333 seviyesindeki \u00f6nemli tepe direncine do\u011fru olas\u0131 tepki y\u00fckseli\u015flerinin g\u00fc\u00e7l\u00fc sat\u0131\u015fla kar\u015f\u0131la\u015fmas\u0131 muhtemel. Tarihsel olarak 30\u2019un alt\u0131ndaki a\u015f\u0131r\u0131 sat\u0131m okumalar\u0131, anl\u0131k trend d\u00f6n\u00fc\u015f\u00fcnden ziyade ge\u00e7ici duraklamalara yol a\u00e7ma e\u011filimindedir. A\u015fa\u011f\u0131 y\u00f6nl\u00fc riskin s\u0131k\u0131 bi\u00e7imde s\u0131n\u0131rland\u0131\u011f\u0131 bir yap\u0131 sunmas\u0131 i\u00e7in, bir sonraki d\u00fc\u015f\u00fc\u015f baca\u011f\u0131n\u0131 hedeflemek \u00fczere GBP\/USD bear put spread stratejisi kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/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 sert sat\u0131\u015fta: g\u00fc\u00e7l\u00fc ABD PMI\u2019lar\u0131 ve petrol rallisi dolar\u0131 destekledi, DXY 101\u2019i a\u015ft\u0131; Fed\u2019in Ekim art\u0131r\u0131m ihtimali %70. GBP\/USD 1,3253\u2019te; ralliler sat\u0131\u015f, bear put spread\/USD call \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50045,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68770","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