{"id":68843,"date":"2026-09-25T10:51:31","date_gmt":"2026-09-25T10:51:31","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/euro-hovers-near-three-month-lows-as-hawkish-fed-bets-and-100-oil-prop-up-dollar\/"},"modified":"2026-09-25T10:51:31","modified_gmt":"2026-09-25T10:51:31","slug":"euro-hovers-near-three-month-lows-as-hawkish-fed-bets-and-100-oil-prop-up-dollar","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/euro-hovers-near-three-month-lows-as-hawkish-fed-bets-and-100-oil-prop-up-dollar\/","title":{"rendered":"Euro, \u015fahin Fed beklentileri ve 100 dolarl\u0131k petrol\u00fcn dolar\u0131 desteklemesiyle \u00fc\u00e7 ay\u0131n dibine yak\u0131n seyrediyor"},"content":{"rendered":"

Euro, cuma g\u00fcn\u00fc \u00fc\u00e7 ay\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n seyretti ve son iki haftada yakla\u015f\u0131k %2 ve bu hafta %0,8 gerilemenin ard\u0131ndan 1,1380 civar\u0131nda i\u015flem g\u00f6rd\u00fc. ABD dolar\u0131, ABD Hazine tahvili getirilerindeki y\u00fckseli\u015fle birlikte Federal Rezerv beklentilerinin \u201c\u015fahin\u201d y\u00f6nde yeniden fiyatlanmas\u0131yla destekli kal\u0131rken, artan petrol fiyatlar\u0131 da tek para birimi \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131. Euro B\u00f6lgesi verileri ise s\u0131n\u0131rl\u0131 rahatlama sundu: Almanya\u2019n\u0131n ekim ay\u0131 GfK t\u00fcketici g\u00fcven endeksi -26,6\u2019dan -30,6\u2019ya geriledi; beklenti -27,4 seviyesindeydi. Gelir beklentileri 1,7\u2019den -15,0\u2019e d\u00fc\u015ferken, tasarruf etme e\u011filimi 15,5\u2019ten 21,5\u2019e y\u00fckseldi; bu g\u00f6r\u00fcn\u00fcm sat\u0131n alma planlar\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131na i\u015faret etti.<\/p>\n

Enerji, makro g\u00f6r\u00fcn\u00fcm\u00fcn merkezinde kalmaya devam etti. Brent, varil ba\u015f\u0131na 100 dolar seviyesinin birka\u00e7 sent alt\u0131nda i\u015flem g\u00f6r\u00fcrken, petrol ithalat\u00e7\u0131s\u0131 Euro B\u00f6lgesi ekonomileri i\u00e7in olumsuz bir r\u00fczg\u00e2r yaratt\u0131. ABD\u2019de eyl\u00fcl PMI verileri, faaliyetin tahminlerin \u00fczerinde g\u00fc\u00e7lendi\u011fini g\u00f6sterdi; \u00fccret art\u0131\u015flar\u0131 ve y\u00fcksek enerji maliyetleri fiyatlara yans\u0131maya devam etti. Piyasalar daha fazla s\u0131k\u0131la\u015fmay\u0131 fiyatl\u0131yor; buna ekim ay\u0131nda 25 baz puanl\u0131k bir art\u0131\u015f ihtimalinin %70\u2019e ula\u015fmas\u0131 ve y\u0131l sonuna kadar ilave bir art\u0131\u015f beklentileri de dahil.<\/p>\n

Para Birimi ve Enerji Piyasas\u0131 Stratejileri<\/h3>\n

Euro\u2019nun 1,1380 civar\u0131nda \u00fc\u00e7 ay\u0131n diplerine yak\u0131n seviyelerde zorland\u0131\u011f\u0131n\u0131 ve zay\u0131f Euro B\u00f6lgesi t\u00fcketici alg\u0131s\u0131 nedeniyle belirgin bask\u0131 alt\u0131nda kald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Almanya GfK T\u00fcketici G\u00fcven Endeksi\u2019nin -30,6\u2019ya sert d\u00fc\u015fmesi dikkate al\u0131nd\u0131\u011f\u0131nda, ortak para birimi \u00fczerinde ilave a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 bekliyoruz. T\u00fcrev \u00fcr\u00fcn yat\u0131r\u0131mc\u0131lar\u0131, derinle\u015fen bu zay\u0131fl\u0131ktan faydalanmak amac\u0131yla k\u0131sa vadeli EUR\/USD sat\u0131m (put) opsiyonlar\u0131n\u0131 de\u011ferlendirebilir.<\/p>\n

Brent petrol\u00fcn kritik 100 dolar e\u015fi\u011finin hemen alt\u0131nda seyretmesiyle, enerji ithalat\u00e7\u0131s\u0131 Avrupa ekonomileri \u00fczerindeki bask\u0131 art\u0131yor. Tarihsel olarak, petrol fiyatlar\u0131n\u0131n bu seviyelerde kal\u0131c\u0131 seyri, Euro B\u00f6lgesi sanayi \u00fcretiminde belirgin d\u00fc\u015f\u00fc\u015flerle ili\u015fkilendi; benzer enerji \u015foklar\u0131nda son y\u0131llarda sanayi \u00fcretimi %1,5\u2019in \u00fczerinde gerilemi\u015fti. Bu devam eden enerji s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131ndan faydalanmak i\u00e7in Brent vadeli i\u015flemleri \u00fczerine al\u0131m (call) opsiyonlar\u0131yla i\u015flem yap\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

\u015eahin Fed, ABD Dolar\u0131 G\u00fcc\u00fc ve Oynakl\u0131k Stratejileri<\/h3>\n

Atlantik\u2019in \u00f6te yakas\u0131nda, g\u00fc\u00e7l\u00fc ABD verileri bir Fed faiz art\u0131\u015f\u0131 daha beklentilerini besliyor; piyasalar ekim ay\u0131nda 25 baz puanl\u0131k art\u0131\u015f olas\u0131l\u0131\u011f\u0131n\u0131 %70 olarak fiyatl\u0131yor. Bu \u015fahin g\u00f6r\u00fcn\u00fcme oynayan bir pozisyon i\u00e7in, faiz vadeli i\u015flemlerinde i\u015flem yap\u0131lmas\u0131n\u0131 veya ABD Dolar Endeksi (DXY) \u00fczerine al\u0131m (call) opsiyonlar\u0131 al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Bu strateji, ABD ile Avrupa aras\u0131ndaki getiri fark\u0131n\u0131n a\u00e7\u0131lmas\u0131ndan faydalanmay\u0131 hedefler.<\/p>\n

Tarihsel e\u011filimlere bak\u0131ld\u0131\u011f\u0131nda, Euro\u2019nun iki haftada %2 geriledi\u011fi d\u00f6nemlerde, takip eden ayda kur oynakl\u0131\u011f\u0131 genellikle %12\u2019nin \u00fczerinde artar. Yat\u0131r\u0131mc\u0131lar\u0131n, ani piyasa hareketlerinden kazan\u00e7 sa\u011flamak i\u00e7in uzun straddle gibi oynakl\u0131k bazl\u0131 stratejileri de\u011ferlendirmesi gerekti\u011fine inan\u0131yoruz. Bu yakla\u015f\u0131m, portf\u00f6yleri korurken sert piyasa hareketlerine kar\u015f\u0131 haz\u0131rl\u0131kl\u0131 kalmaya yard\u0131mc\u0131 olur.<\/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":"

Euro \u00fc\u00e7 ay\u0131n dibinde: 1,1380 \u00e7evresinde bask\u0131 art\u0131yor. \u015eahin Fed ve y\u00fckselen tahvil getirileri dolar\u0131 desteklerken, Brent 100$ e\u015fi\u011finde. Almanya GfK \u00e7ak\u0131ld\u0131; EUR\/USD put, Brent call ve oynakl\u0131k stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68843","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