{"id":68845,"date":"2026-09-25T11:51:42","date_gmt":"2026-09-25T11:51:42","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/dollar-set-for-second-weekly-rise-as-yields-climb-traders-eye-durable-goods-and-central-bank-speakings\/"},"modified":"2026-09-25T11:51:42","modified_gmt":"2026-09-25T11:51:42","slug":"dollar-set-for-second-weekly-rise-as-yields-climb-traders-eye-durable-goods-and-central-bank-speakings","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/dollar-set-for-second-weekly-rise-as-yields-climb-traders-eye-durable-goods-and-central-bank-speakings\/","title":{"rendered":"Getiriler y\u00fckselirken dolar ikinci haftal\u0131k y\u00fckseli\u015fine haz\u0131rlan\u0131yor; yat\u0131r\u0131mc\u0131lar dayan\u0131kl\u0131 mal sipari\u015fleri ve merkez bankas\u0131 yetkililerinin a\u00e7\u0131klamalar\u0131na odakland\u0131"},"content":{"rendered":"

ABD dolar\u0131, ABD Hazine tahvil getirilerinin t\u0131rmanmay\u0131 s\u00fcrd\u00fcrmesi ve piyasalar\u0131n \u015fahin bir Fed\u2019i fiyatlamaya devam etmesiyle d\u00f6viz piyasalar\u0131nda y\u00fckseli\u015fini geni\u015fletti; \u00fcst \u00fcste ikinci haftay\u0131 art\u0131da kapatmaya haz\u0131rlan\u0131yor. Takvimde \u00fcst d\u00fczey veri say\u0131s\u0131 s\u0131n\u0131rl\u0131 oldu\u011fundan oda\u011fa, ABD\u2019de a\u011fustos ay\u0131 dayan\u0131kl\u0131 mal sipari\u015fleri, eyl\u00fcl ay\u0131na ili\u015fkin Michigan \u00dcniversitesi nihai t\u00fcketici g\u00fcven endeksi ve Kanada\u2019n\u0131n temmuz b\u00fct\u00e7e dengesi yerle\u015fiyor. Merkez bankas\u0131 ileti\u015fimi de yo\u011fun: Fed yetkilileri Williams ve Hammack\u2019in yan\u0131 s\u0131ra BoE Ba\u015fkan\u0131 Bailey ve ECB politika yap\u0131c\u0131lar\u0131 Buch ile Vujcic\u2019in a\u00e7\u0131klamalar\u0131 izlenecek; Asya taraf\u0131nda ise BoJ\u2019un eyl\u00fcl toplant\u0131s\u0131na ili\u015fkin g\u00f6r\u00fc\u015f \u00f6zeti ve \u00c7in\u2019in a\u011fustos sanayi k\u00e2rlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n

ABD hisse senetleri, Trump\u2013Xi g\u00f6r\u00fc\u015fmesinin b\u00fcy\u00fck bir politika de\u011fi\u015fikli\u011fi getirmemesinin ard\u0131ndan dalgal\u0131 seyretti; daha y\u00fcksek petrol fiyatlar\u0131 ve s\u0131k\u0131 faiz beklentileri, yapay zek\u00e2 temal\u0131 iyimserli\u011fin sa\u011flad\u0131\u011f\u0131 deste\u011fe kar\u015f\u0131 bask\u0131 olu\u015fturdu. Petrol, Orta Do\u011fu risklerinin jeopolitik primi canl\u0131 tutmas\u0131na kar\u015f\u0131n ABD\u2013\u0130ran ate\u015fkesi\/uzla\u015f\u0131 umudunun y\u00fckseli\u015fleri s\u0131n\u0131rlamas\u0131yla, bir \u00f6nceki g\u00fcnk\u00fc art\u0131\u015f\u0131n ard\u0131ndan Asya seans\u0131nda geriledi; alt\u0131n ise daha y\u00fcksek getiriler ve g\u00fc\u00e7lenen dolar\u0131n metal \u00fczerinde bask\u0131 kurmas\u0131na ra\u011fmen haftal\u0131k zay\u0131fl\u0131\u011fa kar\u015f\u0131n yatay seyretti. Teknik tarafta EUR\/USD, RSI\u2019\u0131n 30\u2019un alt\u0131nda olmas\u0131 ve alt Bollinger band\u0131n\u0131n devrede bulunmas\u0131yla 1,1350\u2019yi (S1) test etti; a\u015fa\u011f\u0131da 1,1210 (S2) ve 1,1065 (S3) seviyeleri izlenirken, yukar\u0131da 1,1470 (R1), 1,1575 (R2) ve 1,1685 (R3) diren\u00e7leri bulunuyor. Dow endeksi 51.700 (R1) oda\u011f\u0131nda a\u015fa\u011f\u0131 s\u00fcz\u00fcld\u00fc; destekler 50.500 (S1), 49.600 (S2) ve 48.350 (S3), diren\u00e7ler ise 51.700 (R1), 52.685 (R2) ve 53.500 (R3) seviyelerinde.<\/p>\n

FX, Hisse Senetleri ve Enerji \u0130\u00e7in T\u00fcrev \u0130\u015flem Stratejileri<\/h3>\n

T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n, ABD dolar\u0131ndaki s\u00fcregelen g\u00fcc\u00fc de\u011ferlendirmek i\u00e7in EUR\/USD paritesinde k\u0131sa (short) pozisyonlara odaklanmas\u0131n\u0131 \u00f6neriyoruz. Parite 1,1350 civar\u0131nda g\u00fc\u00e7l\u00fc bir destek seviyesine temas etmi\u015f olsa da, Federal Rezerv\u2019den gelen \u015fahin momentum 1,1210\u2019a do\u011fru ilave bir gerilemeyi olduk\u00e7a olas\u0131 k\u0131l\u0131yor. Bununla birlikte g\u00fcnl\u00fck G\u00f6reli G\u00fc\u00e7 Endeksi\u2019nin (RSI) h\u00e2len 30\u2019un alt\u0131nda olmas\u0131 nedeniyle, put opsiyonu kullanan yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadeli d\u00fczeltme tepki y\u00fckseli\u015fine kar\u015f\u0131 temkinli kalmas\u0131n\u0131 tavsiye ediyoruz.<\/p>\n

Hisse t\u00fcrevleri piyasas\u0131nda, uzun (long) portf\u00f6ylerin korunmas\u0131 (hedge) veya Dow Jones endeksinde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyon al\u0131nmas\u0131n\u0131n ihtiyatl\u0131 bir ad\u0131m oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Endeksin bir sonraki destek hatt\u0131 olan 50.500\u2019\u00fc hedeflemesiyle, put opsiyonu almak a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskleri y\u00f6netmek i\u00e7in etkili bir y\u00f6ntem sunabilir. 10 y\u0131ll\u0131k ABD tahvilinin %4,3 civar\u0131nda seyretmesiyle y\u00fckselen ABD tahvil getirileri ile kal\u0131c\u0131 petrol fiyat\u0131 bask\u0131lar\u0131n\u0131n birle\u015fiminin ABD hisse endekslerinde yukar\u0131 y\u00f6n\u00fc s\u0131n\u0131rl\u0131 tuttu\u011funu g\u00f6r\u00fcyoruz.<\/p>\n

Enerji t\u00fcrevleri taraf\u0131nda ise ham petrol piyasas\u0131ndaki karma\u015f\u0131k sinyaller, volatilite temelli stratejiler gibi y\u00fcksek esneklik gerektiren bir yakla\u015f\u0131m\u0131 zorunlu k\u0131l\u0131yor. Orta Do\u011fu gerilimi jeopolitik primi korurken, ABD\u2013\u0130ran uzla\u015f\u0131 umudu g\u00fc\u00e7l\u00fc rallileri s\u0131n\u0131rlamaya devam ediyor. Tarihsel olarak benzer \u00e7eki\u015fmeler keskin ve \u00f6ng\u00f6r\u00fclemez dalgalara yol a\u00e7t\u0131\u011f\u0131ndan, z\u0131mni volatilite odakl\u0131 opsiyonlar ani k\u0131r\u0131lmalar\u0131 yakalamak a\u00e7\u0131s\u0131ndan cazip olabilir.<\/p>\n

Metallerde F\u0131rsatlar ve Ekonomik Olaylar \u00d6ncesinde Temkinli Pozisyonlanma<\/h3>\n

K\u0131ymetli maden yat\u0131r\u0131mc\u0131lar\u0131n\u0131n tahvil piyasas\u0131n\u0131 yak\u0131ndan izlemesini \u00f6neriyoruz; zira alt\u0131n t\u00fcrevleri, artan bor\u00e7lanma maliyetlerine kar\u015f\u0131 olduk\u00e7a hassas kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Alt\u0131n, g\u00fc\u00e7lenen dolar kar\u015f\u0131s\u0131nda diren\u00e7 g\u00f6stermi\u015f olsa da, getiri sa\u011flamayan varl\u0131klar\u0131 elde tutman\u0131n artan f\u0131rsat maliyeti genellikle yukar\u0131 y\u00f6n\u00fc s\u0131n\u0131rlar. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131, fiyatlar\u0131n konsolide oldu\u011fu d\u00f6nemde prim geliri yaratmak i\u00e7in alt\u0131n \u00fczerinde teminatl\u0131 call (covered call) yazmay\u0131 de\u011ferlendirebilir.<\/p>\n

Son olarak, bug\u00fcn a\u00e7\u0131klanacak ABD dayan\u0131kl\u0131 mal sipari\u015fleri ve merkez bankas\u0131 yetkililerinin planl\u0131 konu\u015fmalar\u0131 d\u00e2hil kritik ekonomik ba\u015fl\u0131klar \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n defansif pozisyonlanmas\u0131n\u0131 \u00f6neriyoruz. Tarihsel olarak Fed yetkililerinden gelen \u015fahin a\u00e7\u0131klamalar, tahvil getirilerinde ani s\u0131\u00e7ramalara yol a\u00e7ma e\u011filiminde; bu da d\u00f6viz ve hisse opsiyonlar\u0131nda anl\u0131k volatiliteyi tetikleyebilir. Hafta sonuna girerken kald\u0131ra\u00e7 kullan\u0131m\u0131n\u0131 muhafazak\u00e2r tutmak, olas\u0131 piyasa bo\u015fluklar\u0131na (gap) kar\u015f\u0131 sermayeyi korumaya yard\u0131mc\u0131 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":"

Dolar ve tahvil getirileri y\u00fckselirken piyasalar \u015fahin Fed\u2019i fiyatl\u0131yor; g\u00f6zler s\u0131n\u0131rl\u0131 verilerde ve yo\u011fun merkez bankas\u0131 mesajlar\u0131nda. \u00d6neri: EUR\/USD short, Dow\u2019da hedge, petrolde volatilite, alt\u0131nda covered call.<\/p>\n","protected":false},"author":87,"featured_media":49971,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68845","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