Morgan Stanley\u2019den Amy Gower, alt\u0131ndaki son geri \u00e7ekilmenin uzun vadeli g\u00f6r\u00fcn\u00fcm\u00fc bozmad\u0131\u011f\u0131n\u0131 ve 12 ayl\u0131k perspektifte alt\u0131n\u0131 tercih etti\u011fini s\u00f6yledi. Gower, ons ba\u015f\u0131na 4.000 dolar\u0131 g\u00fc\u00e7l\u00fc bir destek seviyesi olarak g\u00f6rd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
Gower\u2019a g\u00f6re merkez bankalar\u0131n\u0131n al\u0131mlar\u0131, \u00f6zellikle \u00c7in talebi, alt\u0131na destek veriyor; temmuzda resmi al\u0131mlar net 23 ton oldu ve bunun yakla\u015f\u0131k 20 tonu \u00c7in\u2019den geldi. Stratejist ayr\u0131ca kamu borcu kayg\u0131lar\u0131, tahvil faizlerindeki hareketler ve Orta Do\u011fu\u2019daki gerilimin seyri nedeniyle alt\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nemde dalgal\u0131 kalabilece\u011fini s\u00f6yledi.<\/p>\n
Bu arada CME Group\u2019un eyl\u00fcl ay\u0131 metaller opsiyon raporu, alt\u0131n\u0131n a\u011fustostaki yakla\u015f\u0131k 4.680 dolar zirvesinin yakla\u015f\u0131k y\u00fczde 9 alt\u0131nda, ons ba\u015f\u0131na yakla\u015f\u0131k 4.270 dolar seviyesinde ay\u0131 kapatt\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Alt\u0131n opsiyonlar\u0131nda ortalama g\u00fcnl\u00fck hacim ayl\u0131k kontratlarda yakla\u015f\u0131k 52.000, haftal\u0131k kontratlarda ise yakla\u015f\u0131k 25.000 seviyesinde kalarak a\u011fustosa k\u0131yasla yatay seyretti.<\/p>\n
Raporda, daha y\u00fcksek faizler, g\u00fc\u00e7lenen dolar ve y\u00fckselen tahvil getirilerinin alt\u0131n \u00fczerinde bask\u0131 kurdu\u011fu; yak\u0131n vadeli faiz indirimi beklentilerinin geri \u00e7ekilmesinin de al\u0131c\u0131lar\u0131n devreye girmesi i\u00e7in daha az neden b\u0131rakt\u0131\u011f\u0131 belirtildi. CME\u2019nin alt\u0131n volatilite endeksinin y\u0131l\u0131n ba\u015f\u0131ndaki zirvelerden gerilese de uzun vadeli ortalamalara g\u00f6re y\u00fcksek kald\u0131\u011f\u0131, bunun da sat\u0131\u015f\u0131n d\u00fczensiz de\u011fil kontroll\u00fc ilerledi\u011fine i\u015faret etti\u011fi ifade edildi.<\/p>\n
Rapora g\u00f6re Fed\u2019in faiz patikas\u0131, dolar ve Hazine tahvili getirileri piyasay\u0131 y\u00f6nlendirmeyi s\u00fcrd\u00fcr\u00fcrken, jeopolitik belirsizlik de piyasada etkisini korudu. G\u00fcm\u00fc\u015f taraf\u0131nda ise fiyatlar daha zay\u0131f seyretti; hafta i\u00e7inde y\u00fczde 3\u2019ten fazla d\u00fc\u015ferek yakla\u015f\u0131k 64 dolardan kapand\u0131 ve opsiyon aktivitesi a\u011fustosa g\u00f6re biraz daha hafif kald\u0131.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Destek seviyesi, fiyat\u0131n d\u00fc\u015ferken al\u0131c\u0131lar\u0131n devreye girip d\u00fc\u015f\u00fc\u015f\u00fc zorla\u015ft\u0131rd\u0131\u011f\u0131 alan\u0131 anlat\u0131r. Opsiyon ise, belli bir varl\u0131\u011f\u0131 \u00f6nceden belirlenmi\u015f fiyattan alma ya da satma hakk\u0131 veren, ama zorunlu olmayan bir s\u00f6zle\u015fmedir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Alt\u0131n, faiz beklentileri ve dolar hareketlerine \u00e7ok duyarl\u0131 kald\u0131\u011f\u0131 i\u00e7in Fed\u2019in izleyece\u011fi faiz patikas\u0131 fiyatlarda y\u00f6n belirleyici olmaya devam edebilir. Faizlerin y\u00fcksek kalmas\u0131 ve dolar\u0131n g\u00fc\u00e7lenmesi alt\u0131n\u0131 bask\u0131larken, jeopolitik gerilimler ve merkez bankas\u0131 al\u0131mlar\u0131 d\u00fc\u015f\u00fc\u015fleri s\u0131n\u0131rlayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Morgan Stanley\u2019den Amy Gower, alt\u0131ndaki son geri \u00e7ekilmenin uzun vadeli g\u00f6r\u00fcn\u00fcm\u00fc bozmad\u0131\u011f\u0131n\u0131 ve 12 ayl\u0131k perspektifte alt\u0131n\u0131 tercih etti\u011fini s\u00f6yledi.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"[{\"ts\":\"2026-10-01 01:31:15\",\"content\":\"Morgan Stanley\\u2019den Amy Gower, alt\\u0131ndaki son geri \\u00e7ekilmenin uzun vadeli g\\u00f6r\\u00fcn\\u00fcm\\u00fc bozmad\\u0131\\u011f\\u0131n\\u0131 ve 12 ayl\\u0131k perspektifte alt\\u0131n\\u0131 tercih etti\\u011fini s\\u00f6yledi. Gower, ons ba\\u015f\\u0131na 4.000 dolar\\u0131 g\\u00fc\\u00e7l\\u00fc bir destek seviyesi olarak g\\u00f6rd\\u00fc\\u011f\\u00fcn\\u00fc belirtti.\\nGower\\u2019a g\\u00f6re merkez bankalar\\u0131n\\u0131n al\\u0131mlar\\u0131, \\u00f6zellikle \\u00c7in talebi, alt\\u0131na destek veriyor. Temmuzda resmi al\\u0131mlar net 23 ton oldu; bunun yakla\\u015f\\u0131k 20 tonu \\u00c7in\\u2019den geldi.\\nStratejist ayr\\u0131ca kamu borcu kayg\\u0131lar\\u0131, tahvil faizlerindeki hareketler ve Orta Do\\u011fu\\u2019daki gerilimin seyri nedeniyle alt\\u0131n\\u0131n \\u00f6n\\u00fcm\\u00fczdeki d\\u00f6nemde dalgal\\u0131 kalabilece\\u011fini s\\u00f6yledi.\\n\"}]","footnotes":""},"categories":[8],"tags":[78,1215,1864],"class_list":["post-25131","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-altin","tag-merkez-bankasi-alimlari","tag-morgan-stanley"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=25131"}],"version-history":[{"count":3,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25131\/revisions"}],"predecessor-version":[{"id":25210,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25131\/revisions\/25210"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=25131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=25131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=25131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}