NZD\/USD, Cuma g\u00fcn\u00fc 0,5665 civar\u0131nda seyretti ve g\u00fcn i\u00e7inde b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yatay kald\u0131. Yeni Zelanda Dolar\u0131, ABD Dolar\u0131\u2019ndaki s\u0131n\u0131rl\u0131 gev\u015femeye ra\u011fmen ivme kazanamad\u0131. ABD Dolar Endeksi (DXY), Per\u015fembe g\u00fcn\u00fc yakla\u015f\u0131k iki ay\u0131n en y\u00fcksek seviyesi olan 101,40\u2019\u0131 g\u00f6rmesinin ard\u0131ndan 0,22% d\u00fc\u015f\u00fc\u015fle 101,00 civar\u0131na geriledi. ABD Hazine tahvil getirileri g\u00fc\u00e7l\u00fc seyrini korudu; 10 y\u0131ll\u0131k getiri 5,19% civar\u0131nda ve \u00f6nceki seansta g\u00f6r\u00fclen 5,22% zirvesinin yaln\u0131zca hafif alt\u0131nda kald\u0131.<\/p>\n
ABD verileri kar\u0131\u015f\u0131k sinyal verdi. Michigan \u00dcniversitesi Eyl\u00fcl ay\u0131 nihai T\u00fcketici G\u00fcven Endeksi 48,1 ile, 47,6\u2019l\u0131k \u00f6nc\u00fc veri ve 47,8\u2019lik piyasa beklentisinin \u00fczerinde geldi; ancak A\u011fustos\u2019taki 51,7 seviyesinin alt\u0131nda kald\u0131. Enflasyon beklentileri de y\u00fcksek seyretti: 1 y\u0131ll\u0131k beklenti 4%\u2019ten 4,6%\u2019ya y\u00fckselirken, 5 y\u0131ll\u0131k g\u00f6sterge 3,3%\u2019ten 3,4% seviyesine \u00e7\u0131kt\u0131. \u00c7ekirdek Dayan\u0131kl\u0131 Mal Sipari\u015fleri A\u011fustos ay\u0131nda beklentileri a\u015farken, Temmuz verisi de yukar\u0131 y\u00f6nl\u00fc revize edildi. Piyasalar ayr\u0131ca kademeli bir ABD-\u0130ran anla\u015fmas\u0131 ihtimaline ili\u015fkin haber ak\u0131\u015f\u0131n\u0131 ve \u015ei Cinping\u2019in ABD ziyareti sonras\u0131 geli\u015fmeleri izledi.<\/p>\n
T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda NZD\/USD paritesinde s\u00fcregelen a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. ABD Dolar Endeksi\u2019nin 101,00 seviyesine k\u0131sa s\u00fcreli geri \u00e7ekilmesine ra\u011fmen Kiwi\u2019nin 0,5665 \u00fczerine \u00e7\u0131kamamas\u0131, al\u0131m momentumunun belirgin \u015fekilde zay\u0131f oldu\u011funa i\u015faret ediyor. ABD 10 y\u0131ll\u0131k tahvil getirilerinin 5,19% ile \u00e7ok ayl\u0131k zirveye yak\u0131n seyretmesi, Dolar\u2019\u0131 temel olarak desteklemeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Tarihsel trendlere bak\u0131ld\u0131\u011f\u0131nda, mevcut 0,5665 seviyesi Ekim 2022\u2019deki k\u00fcresel piyasa sat\u0131\u015f dalgas\u0131 s\u0131ras\u0131nda g\u00f6r\u00fclen 0,5512 kritik destek taban\u0131na tehlikeli derecede yak\u0131n i\u015flem g\u00f6r\u00fcyor. ABD dolar\u0131n\u0131n yeniden g\u00fc\u00e7 kazanmas\u0131 halinde, 0,5600 alt\u0131na olas\u0131 bir k\u0131r\u0131lman\u0131n pariteyi h\u0131zl\u0131 bi\u00e7imde \u00e7ok y\u0131ll\u0131k dip seviyelere ta\u015f\u0131yabilece\u011fini \u00f6ng\u00f6r\u00fcyoruz. Bu nedenle t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na, kullan\u0131m fiyat\u0131 0,5550 band\u0131n\u0131 hedefleyen NZD\/USD put opsiyonlar\u0131na odaklanmalar\u0131n\u0131 \u00f6neriyoruz.<\/p>\n
Kiwi\u2019ye y\u00f6nelik negatif g\u00f6r\u00fc\u015f\u00fcm\u00fcz, ABD\u2019de yap\u0131\u015fkan enflasyon beklentileriyle g\u00fc\u00e7leniyor: 1 y\u0131ll\u0131k g\u00f6r\u00fcn\u00fcm 4,6%\u2019ya y\u00fckselirken, 5 y\u0131ll\u0131k g\u00f6r\u00fcn\u00fcm 3,4% seviyesinde kald\u0131. Bu y\u00fcksek seviyeler, Fed\u2019in faizleri daha uzun s\u00fcre y\u00fcksek tutaca\u011f\u0131na i\u015faret ederek ABD dolar\u0131n\u0131n getiri avantaj\u0131n\u0131 koruyor. Bu ortamdan faydalanmak i\u00e7in, prim maliyetini s\u0131n\u0131rlarken kademeli kur d\u00fc\u015f\u00fc\u015f\u00fcne pozisyon almay\u0131 sa\u011flayan bear put spread stratejilerini tercih ediyoruz.<\/p>\n
ABD-\u00c7in ticaret g\u00f6r\u00fc\u015fmelerinden veya olas\u0131 ABD-\u0130ran anla\u015fmalar\u0131ndan kaynaklanabilecek ge\u00e7ici iyimserli\u011fin k\u0131sa vadeli s\u0131\u00e7ramalara yol a\u00e7abilece\u011fini kabul etmekle birlikte, bu y\u00fckseli\u015flerin sat\u0131\u015f f\u0131rsat\u0131 olarak de\u011ferlendirilmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 ayr\u0131ca 0,5800 \u00fczerindeki out-of-the-money call opsiyonlar\u0131n\u0131 yazarak prim geliri elde edebilir; g\u00fc\u00e7l\u00fc bir diren\u00e7 b\u00f6lgesinin Kiwi\u2019deki olas\u0131 g\u00fc\u00e7lenmeyi s\u0131n\u0131rlamas\u0131 bekleniyor. Dar bantlarda jeopolitik haber ak\u0131\u015f\u0131n\u0131n volatiliteyi h\u0131zla art\u0131rabilmesi nedeniyle, zarar kes seviyelerinin s\u0131k\u0131 tutulmas\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":" Kiwi s\u0131k\u0131\u015ft\u0131: NZD\/USD 0,5665\u2019te g\u00fc\u00e7 toplayam\u0131yor. DXY 101\u2019e inse de 10 y\u0131ll\u0131k %5,19 dolar lehine. 0,5600 k\u0131r\u0131l\u0131rsa 0,5512\/0,5550 hedef; put spread \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50209,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68860","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