{"id":69049,"date":"2026-09-29T04:51:29","date_gmt":"2026-09-29T04:51:29","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/mexican-peso-slips-towards-18-per-dollar-as-us-iran-headlines-and-yields-lift-greenback\/"},"modified":"2026-09-29T04:51:29","modified_gmt":"2026-09-29T04:51:29","slug":"mexican-peso-slips-towards-18-per-dollar-as-us-iran-headlines-and-yields-lift-greenback","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/mexican-peso-slips-towards-18-per-dollar-as-us-iran-headlines-and-yields-lift-greenback\/","title":{"rendered":"Meksika pesosu, ABD-\u0130ran man\u015fetleri ve tahvil getirilerinin dolar\u0131 desteklemesiyle dolar ba\u015f\u0131na 18\u2019e do\u011fru geriliyor"},"content":{"rendered":"

Meksika pesosu, ABD-\u0130ran g\u00f6r\u00fc\u015fmelerine ili\u015fkin kar\u0131\u015f\u0131k ba\u015fl\u0131klar\u0131n ard\u0131ndan risk i\u015ftah\u0131n\u0131n bozulmas\u0131yla Pazartesi g\u00fcn\u00fc zay\u0131flad\u0131; yak\u0131nda anla\u015fmaya var\u0131laca\u011f\u0131na dair haberler daha sonra yetkililer taraf\u0131ndan yalanland\u0131. USD\/MXN 17,99 seviyesinde i\u015flem g\u00f6rerek %1,80 y\u00fckseldi. ABD Hazine tahvil getirilerindeki art\u0131\u015f dolar\u0131n lehine \u00e7al\u0131\u015f\u0131rken, ABD Dolar Endeksi (DXY) %0,14 art\u0131\u015fla 101,17\u2019ye \u00e7\u0131kt\u0131. Ayr\u0131 olarak, ABD Ba\u015fkan\u0131 Donald Trump, Washington\u2019un yapt\u0131r\u0131mlarda gev\u015feme ve \u0130ran varl\u0131klar\u0131n\u0131n serbest b\u0131rak\u0131lmas\u0131n\u0131 teklif etti\u011fine dair Axios haberini reddetti. \u0130ran\u2019\u0131n d\u0131\u015fi\u015fleri bakan\u0131n\u0131n New York\u2019ta arabulucularla g\u00f6r\u00fc\u015fmesinin beklenmesine ra\u011fmen Ortado\u011fu\u2019daki belirsizlik s\u00fcr\u00fcyor.<\/p>\n\n

Fed Y\u00f6netim Kurulu \u00dcyesi Lisa Cook, yapay zek\u00e2 ve b\u00f6lgesel \u00e7at\u0131\u015fmalarla ba\u011flant\u0131l\u0131 s\u00fcregelen enflasyon bask\u0131lar\u0131na dikkat \u00e7ekti. Meksika\u2019da Banxico Ba\u015fkan\u0131 Victoria Rodr\u00edguez, pesodaki son hareketlerin mevcut enflasyon projeksiyonlar\u0131yla uyumlu oldu\u011funu; projeksiyonlar\u0131n enflasyonun %3 hedefine do\u011fru gerilemeye devam edece\u011fine i\u015faret etti\u011fini s\u00f6yledi ve politika faizine ili\u015fkin y\u00f6nlendirme vermekten ka\u00e7\u0131nd\u0131. Ayr\u0131ca politikan\u0131n Fed fonlama faizindeki de\u011fi\u015fimlere mekanik bi\u00e7imde tepki vermeyece\u011fini ifade etti. Piyasalar, 5 Kas\u0131m toplant\u0131s\u0131nda Banxico\u2019nun faizi %6,50\u2019de sabit tutma olas\u0131l\u0131\u011f\u0131n\u0131 %92 olarak fiyatlad\u0131. Grafiklerde USD\/MXN, 200 g\u00fcnl\u00fck SMA olan 17,41\u2019in \u00fczerine \u00e7\u0131karken RSI 70\u2019in \u00fczerinde seyretti; belirtilen diren\u00e7 seviyeleri 18,00, 18,16, 18,53, 18,77 ve 19,00 oldu.<\/p>\n\n

ABD Dolar\u0131ndaki G\u00fc\u00e7lenme ve Pesodaki Zay\u0131fl\u0131k \u0130\u015flem F\u0131rsatlar\u0131n\u0131 \u00d6ne \u00c7\u0131kar\u0131yor<\/h3>\n\n

ABD dolar\u0131n\u0131n Meksika pesosu kar\u015f\u0131s\u0131nda g\u00fc\u00e7lendi\u011fi ve USD\/MXN paritesinin kritik 18,00 psikolojik e\u015fi\u011fini test etti\u011fi d\u00f6viz piyasalar\u0131nda belirgin bir y\u00f6n de\u011fi\u015fimi g\u00f6r\u00fcyoruz. Pesodaki bu ani zay\u0131fl\u0131k, ABD-\u0130ran m\u00fczakerelerinin t\u0131kanmas\u0131 ve Fed yetkililerinin kal\u0131c\u0131 enflasyona ili\u015fkin \u015fahin yorumlar\u0131yla besleniyor. DXY\u2019nin 101,17\u2019ye y\u00fckselmesi ve ABD tahvil getirilerinin artmas\u0131yla birlikte dolar, g\u00fc\u00e7l\u00fc \u201cg\u00fcvenli liman\u201d talebi topluyor.<\/p>\n\n

Peso Yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in Opsiyon Stratejileri ve Risk Y\u00f6netimi<\/h3>\n\n

Bu artan momentum dikkate al\u0131nd\u0131\u011f\u0131nda, t\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n 18,16 y\u0131l i\u00e7i zirvesini ve 18,53 diren\u00e7 seviyesini hedefleyen USD\/MXN al\u0131m (call) opsiyonlar\u0131yla yukar\u0131 y\u00f6nl\u00fc hareketin devam\u0131na pozisyonlanmas\u0131n\u0131 \u00f6neriyoruz. G\u00f6reli G\u00fc\u00e7 Endeksi\u2019nin (RSI) 70\u2019in \u00fczerine \u00e7\u0131karak a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesine girmesi, do\u011frudan spot al\u0131m i\u015flemlerinde k\u0131sa vadeli riskleri art\u0131r\u0131rken; bo\u011fa al\u0131m spreadleri (bull call spread) gibi riski s\u0131n\u0131rl\u0131 opsiyon stratejilerini daha cazip k\u0131l\u0131yor. Ayr\u0131ca \u00c7ekirdek PCE ve Eyl\u00fcl ay\u0131 Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisi dahil yakla\u015fan ABD makroekonomik verileri \u00f6ncesinde z\u0131mni volatilitenin artmas\u0131n\u0131n beklenmesiyle, volatilite al\u0131c\u0131lar\u0131 uzun straddle stratejilerinde f\u0131rsatlar bulabilir.<\/p>\n\n

Faiz dinamiklerindeki de\u011fi\u015fimi de yak\u0131ndan izlemek gerekiyor; zira piyasa fiyatlamas\u0131, Banxico\u2019nun 5 Kas\u0131m toplant\u0131s\u0131nda politika faizini %6,50\u2019de tutma olas\u0131l\u0131\u011f\u0131n\u0131 %92 g\u00f6steriyor. Tarihsel olarak Banxico ile Fed aras\u0131ndaki getiri fark\u0131 darald\u0131\u011f\u0131nda, peso \u201ccarry trade\u201d cazibesini yitiriyor; bu durum 2024 ortas\u0131nda g\u00f6rd\u00fc\u011f\u00fcm\u00fcz geli\u015fen piyasa sat\u0131\u015flar\u0131na benzer bir tablo yaratabilir. Meksika varl\u0131klar\u0131na maruziyeti hedge etmek isteyen yat\u0131r\u0131mc\u0131lar, 19,00 seviyesine do\u011fru olas\u0131 ilave de\u011fer kayb\u0131na kar\u015f\u0131 korunmak amac\u0131yla MXN vadeli kontratlar\u0131nda k\u0131sa pozisyonu de\u011ferlendirebilir.<\/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":"

Jeopolitik haber ak\u0131\u015f\u0131 pesoyu vurdu: USD\/MXN %1,8 s\u0131\u00e7ray\u0131p 17,99\u2019a \u00e7\u0131kt\u0131, 18,00 e\u015fi\u011fi testte. DXY 101,17. Banxico temkinli, faiz %6,50\u2019da kalabilir; RSI a\u015f\u0131r\u0131 al\u0131m, opsiyonlarla risk s\u0131n\u0131rlama \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":69048,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69049","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