{"id":68888,"date":"2026-09-27T02:51:37","date_gmt":"2026-09-27T02:51:37","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/cot-extremes-flag-potential-reversals-in-aussie-dollar-euro-and-natural-gas-as-metals-look-stretched\/"},"modified":"2026-09-27T02:51:37","modified_gmt":"2026-09-27T02:51:37","slug":"cot-extremes-flag-potential-reversals-in-aussie-dollar-euro-and-natural-gas-as-metals-look-stretched","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/cot-extremes-flag-potential-reversals-in-aussie-dollar-euro-and-natural-gas-as-metals-look-stretched\/","title":{"rendered":"COT U\u00e7 Noktalar\u0131 Avustralya Dolar\u0131, Euro ve Do\u011fal Gazda Potansiyel D\u00f6n\u00fc\u015flere \u0130\u015faret Ederken Metallerde A\u015f\u0131r\u0131 Al\u0131m G\u00f6r\u00fcn\u00fcm\u00fc \u00d6ne \u00c7\u0131k\u0131yor"},"content":{"rendered":"

Ticari Pozisyonlanma ve Piyasa A\u015f\u0131r\u0131l\u0131klar\u0131<\/p>\n

25 Eyl\u00fcl 2026 haftas\u0131nda ticari a\u015f\u0131r\u0131l\u0131klara 100% COT Endeksi ile Avustralya dolar\u0131 liderlik etti; B\u00fcy\u00fck Spek\u00fclat\u00f6rler, \u22127.908\u2019lik de\u011fi\u015fimin ard\u0131ndan net \u221246.814 short pozisyonda kal\u0131rken fiyat %1,38 geriledi. Do\u011fal gaz 94% seviyesini g\u00f6rd\u00fc; B\u00fcy\u00fck Spek\u00fclat\u00f6rler +5.057\u2019lik iyile\u015fmeye ra\u011fmen net \u2212216.530 shortta kal\u0131rken fiyat %7,22 y\u00fckseldi. Euro FX, \u221225.341\u2019lik hareket sonras\u0131 B\u00fcy\u00fck Spek\u00fclat\u00f6rlerin net \u221252.334 shorta gelmesiyle 83%\u2019e ula\u015ft\u0131 ve fiyat %0,85 d\u00fc\u015ft\u00fc. Metallerde paladyum 69% seviyesinde; B\u00fcy\u00fck Spek\u00fclat\u00f6rler net \u22124.533 short (haftal\u0131k \u2212383) ve fiyat %2,81 a\u015fa\u011f\u0131da. Platin 61% ile B\u00fcy\u00fck Spek\u00fclat\u00f6rler net +15.366 long (+146) olmas\u0131na ra\u011fmen %1,47 geriledi; sterlin 58% ile B\u00fcy\u00fck Spek\u00fclat\u00f6rler net \u221282.568 short (\u221223.853) ve fiyat %1,10 d\u00fc\u015ft\u00fc. Alt u\u00e7ta g\u00fcm\u00fc\u015f ve bak\u0131r\u0131n COT Endeksi 8% oldu: g\u00fcm\u00fc\u015fte B\u00fcy\u00fck Spek\u00fclat\u00f6rler net +25.444 long (+118) iken fiyat %3,11 geriledi; bak\u0131rda net +90.522 (+15.388) ile fiyat %0,95 y\u00fckseldi.<\/p>\n

Daha geni\u015f pozisyonlanmada Dolar Endeksi %0,82 y\u00fckselirken spek\u00fclat\u00f6r neti +10.330 (\u2212263), ticari net \u221212.167 (+67), k\u00fc\u00e7\u00fck yat\u0131r\u0131mc\u0131 neti +1.837 ve a\u00e7\u0131k pozisyon 46.328 (+%6) oldu; bu da 54% COT Endeksi ile sonu\u00e7land\u0131. Euro FX a\u00e7\u0131k pozisyonu %11 d\u00fc\u015f\u00fc\u015fle 821.689\u2019a gerilerken ticari net +28.967\u2019ye (+28.757) kayd\u0131 ve k\u00fc\u00e7\u00fck yat\u0131r\u0131mc\u0131 neti +23.367 oldu; sterlin, \u0130svi\u00e7re frang\u0131 ve Kanada dolar\u0131nda a\u00e7\u0131k pozisyon s\u0131ras\u0131yla %22 d\u00fc\u015f\u00fc\u015fle 244.925\u2019e, %22 d\u00fc\u015f\u00fc\u015fle 133.495\u2019e ve %13 d\u00fc\u015f\u00fc\u015fle 311.085\u2019e indi. Di\u011fer tarafta yen a\u00e7\u0131k pozisyonu %30 gerileyerek 378.701\u2019e d\u00fc\u015ferken spek\u00fclat\u00f6r neti +71.982 (\u221248.377) oldu; Meksika pesosu %2,55 d\u00fc\u015ferken spek\u00fclat\u00f6r neti +75.167 (\u221212.615) ve a\u00e7\u0131k pozisyon 266.061 (\u2212%17) ger\u00e7ekle\u015fti; Yeni Zelanda dolar\u0131nda spek\u00fclat\u00f6r neti \u221211.380 (\u221221.898) ve a\u00e7\u0131k pozisyon 101.377 (\u2212%25) oldu. Enerjide WTI %3,17 d\u00fc\u015ferken spek\u00fclat\u00f6r neti +141.106 (+5.201) ve a\u00e7\u0131k pozisyon 1.841.811 (\u2212%6) oldu; benzin ve kalorifer yak\u0131t\u0131 %1,39 ve %5,31 gerilerken a\u00e7\u0131k pozisyonlar 361.099 (+%1) ve 274.811 (\u2212%1) olarak kaydedildi. K\u0131ymetli metallerde alt\u0131n %2,16 d\u00fc\u015ferken spek\u00fclat\u00f6r neti +225.853 (\u22124.485) ve a\u00e7\u0131k pozisyon 412.800 (+%1) oldu; g\u00fcm\u00fc\u015f a\u00e7\u0131k pozisyonu %3 artarak 106.474\u2019e \u00e7\u0131kt\u0131; platinde a\u00e7\u0131k pozisyon 65.373 (0%) ve paladyumda 16.730 (0%) olurken; bak\u0131r a\u00e7\u0131k pozisyonu %4 art\u0131\u015fla 301.657\u2019ye y\u00fckseldi.<\/p>\n

\u0130\u015flem Kurulumlar\u0131 ve Piyasa G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n

\u00d6n\u00fcm\u00fczdeki haftalarda olas\u0131 bir y\u00fckseli\u015f d\u00f6n\u00fc\u015f\u00fc i\u00e7in Avustralya Dolar\u0131 yak\u0131ndan izlenmeli. Ticari yat\u0131r\u0131mc\u0131lar 100% COT Endeksi okumas\u0131na ula\u015farak 26 haftal\u0131k aral\u0131\u011f\u0131n mutlak tepesini i\u015faret ederken, spek\u00fclat\u00f6rler net-short pozisyonlar\u0131n\u0131 \u221246.814 kontrata kadar daha da art\u0131rm\u0131\u015f durumda. Tarihsel olarak, ticari pozisyonlanma bu t\u00fcr bir a\u015f\u0131r\u0131l\u0131\u011fa ula\u015f\u0131rken fiyatlar\u0131n geri \u00e7ekilmesi, \u00e7o\u011fu zaman sert bir short-squeeze\u2019in habercisi olabiliyor.<\/p>\n

Buna kar\u015f\u0131l\u0131k, a\u015f\u0131r\u0131 uzama sinyalleri veren bak\u0131r ve g\u00fcm\u00fc\u015fte temkin \u00f6neriyoruz. Her iki metalde de COT Endeksi\u2019nde ticari pozisyonlanma d\u00fc\u015f\u00fck 8% seviyesinde ve b\u00fcy\u00fck spek\u00fclat\u00f6rler g\u00fc\u00e7l\u00fc bi\u00e7imde net-long tarafta. Bak\u0131rda spek\u00fclat\u00f6rlerin net-long pozisyonunu 15.000 kontrat\u0131n \u00fczerinde art\u0131rarak 90.522\u2019ye ta\u015f\u0131m\u0131\u015f olmas\u0131, k\u00fcresel sanayi talebinde olas\u0131 ani bir de\u011fi\u015fimin h\u0131zl\u0131 bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc d\u00fczeltmeyi tetikleyebilece\u011fine i\u015faret ediyor.<\/p>\n

Euro da, spek\u00fclatif short e\u011filimin zay\u0131flamas\u0131na kar\u015f\u0131l\u0131k ticari al\u0131mlar\u0131n aral\u0131\u011f\u0131n 83%\u2019\u00fcne y\u00fckselmesiyle dikkat \u00e7ekici bir f\u0131rsat sunuyor. Bu kurulum daha geni\u015f makro e\u011filimlerle de uyumlu; piyasa analistleri, b\u00f6lgesel enerji piyasalar\u0131n\u0131n istikrara kavu\u015fmas\u0131n\u0131n k\u0131\u015fa girerken bir toparlanmay\u0131 destekleyebilece\u011fini belirtiyor. ABD Dolar Endeksi 54% COT endeksinde y\u00fckseli\u015f momentumunda zay\u0131flama sergilerken, EUR\/USD\u2019de bir pivot ihtimali giderek g\u00fc\u00e7leniyor.<\/p>\n

Son olarak, do\u011fal gaz dikkat gerektiriyor: ticari taraf g\u00fc\u00e7l\u00fc bir 94% endeks okumas\u0131n\u0131 korurken fiyat ge\u00e7en hafta %7,22 s\u0131\u00e7rad\u0131. Spek\u00fclat\u00f6rler \u2212216.530 kontratla h\u00e2l\u00e2 yo\u011fun net-short pozisyonda; sonbahar\u0131n daha so\u011fuk ge\u00e7ece\u011fine dair tahminlerin g\u00fc\u00e7lenmesi halinde bu durum b\u00fcy\u00fck \u00f6l\u00e7ekli bir short-squeeze i\u00e7in zemin haz\u0131rl\u0131yor. Piyasa bu a\u015f\u0131r\u0131 dengesizlikleri sindirirken, burada yukar\u0131 y\u00f6nl\u00fc momentuma pozisyonlanma f\u0131rsat\u0131 aranmal\u0131.<\/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":"

COT\u2019ta a\u015f\u0131r\u0131l\u0131klar alarm veriyor: AUD 100% ile zirvede, olas\u0131 short-squeeze sinyali. Do\u011falgaz 94% ve sert y\u00fckseli\u015fte. Euro 83% toparlanma aday\u0131. Bak\u0131r-g\u00fcm\u00fc\u015f 8%: temkinli olun.<\/p>\n","protected":false},"author":87,"featured_media":50026,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68888","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