Alt\u0131n, y\u00fckselen Hazine tahvil getirileri ve Fed’in faiz art\u0131r\u0131m\u0131 beklentilerinin, Ortado\u011fu’daki giderek b\u00fcy\u00fcyen \u00e7at\u0131\u015fmadan kaynaklanan g\u00fcvenli liman talebini dengelemeye devam etmesiyle, gece boyunca hafif bir d\u00fc\u015f\u00fc\u015fle 4.048 dolar civar\u0131nda tutunarak 4.040 dolar civar\u0131ndaki destek seviyesini test etti.
Alt\u0131n, bu hafta 4.150 dolar civar\u0131ndaki zirvelerinden geri \u00e7ekilerek, Temmuz ortas\u0131ndan beri destek g\u00f6revi g\u00f6ren 4.040 dolar\u0131n hemen \u00fczerinde tutunmaya ba\u015flad\u0131. Bu geri \u00e7ekilme, Orta Do\u011fu \u00e7at\u0131\u015fmas\u0131n\u0131n geni\u015flemesine ra\u011fmen ger\u00e7ekle\u015fiyor ve bu d\u00f6ng\u00fcn\u00fcn faiz ve dolar dinamiklerinin, t\u00fcm sava\u015f boyunca eksik olan beklenen “g\u00fcvenli limana ka\u00e7\u0131\u015f” e\u011filimini nas\u0131l ge\u00e7ersiz k\u0131ld\u0131\u011f\u0131n\u0131 vurguluyor. Brent petrol\u00fcn 100 dolar\u0131n \u00fczerinde olmas\u0131 ve Fed’in Eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131 yapma olas\u0131l\u0131\u011f\u0131n\u0131n %75 civar\u0131nda olmas\u0131yla, reel getiriler, \u00e7at\u0131\u015fman\u0131n kendisinden daha fazla alt\u0131n\u0131 hareket ettiriyor. 4.040 dolar destek b\u00f6lgesinin net bir \u015fekilde k\u0131r\u0131lmas\u0131, 4.000 dolar seviyesine do\u011fru tekrar bir y\u00fckseli\u015fin kap\u0131s\u0131n\u0131 a\u00e7arken, bu seviyede tutunma, \u00f6n\u00fcm\u00fczdeki haftaki Fed karar\u0131 \u00f6ncesinde metalin belirli bir aral\u0131kta kalmas\u0131n\u0131 sa\u011flayacakt\u0131r.<\/p>\n\n\n\n
Alt\u0131n\u0131n gece boyunca 4.040 dolar destek seviyesini test edecek \u015fekilde de\u011fer kaybetmesi, metalin hala sava\u015f de\u011fil, faiz oranlar\u0131 hikayesiyle i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc do\u011fruluyor.<\/p>\n\n\n\n
\u00d6zet:<\/p>\n\n\n\n
Alt\u0131n fiyatlar\u0131 gece boyunca d\u00fc\u015f\u00fc\u015f g\u00f6stererek 4.048 dolar seviyesine geriledi ve seans\u0131 d\u00fc\u015f\u00fc\u015fle tamamlad\u0131.
Bu hareket, haftan\u0131n ba\u015flar\u0131nda ula\u015f\u0131lan 4.150 dolar civar\u0131ndaki zirvelerden ya\u015fanan geri \u00e7ekilmeyi daha da geni\u015fletiyor.
Fiyat \u015fu anda Temmuz ortas\u0131ndan beri var olan 4.040 ila 4.043 dolar civar\u0131ndaki ilk destek b\u00f6lgesini test ediyor.
Bu geri \u00e7ekilme, Husi milislerinin K\u0131z\u0131ldeniz’de Suudi petrol tankerlerine y\u00f6nelik sald\u0131r\u0131lar\u0131 nedeniyle petrol fiyatlar\u0131n\u0131n varil ba\u015f\u0131na 100 dolar\u0131 a\u015ft\u0131\u011f\u0131 bir d\u00f6nemde ger\u00e7ekle\u015fti.
Y\u00fckselen ABD Hazine tahvil getirileri ve Eyl\u00fcl ay\u0131 i\u00e7in yakla\u015f\u0131k %78’e ula\u015fan daha g\u00fc\u00e7l\u00fc Fed faiz art\u0131r\u0131m\u0131 beklentileri, jeopolitik g\u00fcvenli liman talebini geride b\u0131rakmaya devam ediyor.
Bu durum, sava\u015f boyunca g\u00f6r\u00fclen bir dinami\u011fi devam ettiriyor; sava\u015fta alt\u0131n, gerilim t\u0131rmand\u0131k\u00e7a y\u00fckselmek yerine geride kald\u0131.
Alt\u0131n fiyatlar\u0131 gece boyunca gerileyerek, Temmuz ortas\u0131ndan beri fiyatlar\u0131 destekleyen 4.040 ila 4.043 dolar civar\u0131ndaki ilk destek band\u0131n\u0131 test etti ve ons ba\u015f\u0131na 4.048 dolar civar\u0131nda tutundu. Bu geri \u00e7ekilme, haftan\u0131n ba\u015flar\u0131nda neredeyse 4.150 dolara kadar y\u00fckseli\u015fin ard\u0131ndan geldi ve alt\u0131n\u0131n seans\u0131 esasen yatay bir \u015fekilde, 4.048,25 ila 4.051,16 dolar aras\u0131nda i\u015flem g\u00f6rmesiyle sonu\u00e7land\u0131.<\/p>\n\n\n\n
Bu geri \u00e7ekilme, mevcut ko\u015fullar g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda dikkat \u00e7ekicidir. Husi g\u00fc\u00e7lerinin K\u0131z\u0131ldeniz’de iki Suudi petrol tankerine sald\u0131rd\u0131\u011f\u0131n\u0131 iddia etmesinin ard\u0131ndan petrol, iki ay sonra ilk kez varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Bu durum, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en nakliyat\u0131 zaten aksatan ve Kazakistan’\u0131n Hazar Boru Hatt\u0131 Konsorsiyumu terminali \u00fczerinden ihracat\u0131 ask\u0131ya almas\u0131na neden olan \u00e7at\u0131\u015fmay\u0131 daha da derinle\u015ftirdi. Geleneksel risk \u00e7er\u00e7evesinde, aktif bir sava\u015f ve yeni bir arz \u015fokunun birle\u015fimi, alt\u0131na y\u00f6nelik g\u00fcvenli liman talebini tetiklemesi beklenirdi. Bunun yerine, metal de\u011fer kaybetti.<\/p>\n\n\n\n
A\u00e7\u0131klama, petrol \u015fokunun piyasalar arac\u0131l\u0131\u011f\u0131yla nas\u0131l iletildi\u011finde yat\u0131yor. Y\u00fcksek ham petrol fiyatlar\u0131 enflasyon beklentilerini art\u0131r\u0131yor ve bu da Hazine tahvil getirilerini 2026’n\u0131n en y\u00fcksek seviyelerine \u00e7\u0131kar\u0131rken, Federal Rezerv’in faiz oranlar\u0131nda \u00f6n\u00fcm\u00fczdeki hafta gibi erken bir tarihte de\u011fi\u015fiklik yapabilece\u011fine dair bahisleri g\u00fc\u00e7lendiriyor; Eyl\u00fcl ay\u0131nda faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131 %78’e yak\u0131n. Y\u00fcksek reel getiriler, alt\u0131n gibi getiri sa\u011flamayan bir varl\u0131\u011f\u0131 elde tutman\u0131n f\u0131rsat maliyetini art\u0131r\u0131yor ve bu mekanik diren\u00e7, bu \u00e7at\u0131\u015fma boyunca metalin g\u00fcvenli liman cazibesinin \u00f6n\u00fcne ge\u00e7ti. Sava\u015f\u0131n ba\u015flar\u0131ndaki veriler, Mart-Haziran d\u00f6neminde alt\u0131n\u0131n G10 para birimleri kompleksinin geri kalan\u0131ndan yakla\u015f\u0131k 2,6 puan daha d\u00fc\u015f\u00fck performans g\u00f6sterdi\u011fini, bunun da al\u0131\u015f\u0131lagelmi\u015f senaryonun tersine oldu\u011funu g\u00f6sterdi.<\/p>\n\n\n\n
\u015eimdi as\u0131l soru, 4.040 dolarl\u0131k destek b\u00f6lgesinin tutunup tutunamayaca\u011f\u0131. Bu seviyenin net bir \u015fekilde k\u0131r\u0131lmas\u0131, en son Temmuz ortas\u0131nda test edilen 4.000 dolar seviyesini ortaya \u00e7\u0131kar\u0131rken, bir s\u0131\u00e7rama ise piyasan\u0131n g\u00fcvenli liman talebinin bir k\u0131sm\u0131n\u0131 alt\u0131na geri yans\u0131tmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6sterecektir. Yat\u0131r\u0131mc\u0131lar, \u00f6n\u00fcm\u00fczdeki hafta yap\u0131lacak Federal Rezerv karar\u0131na do\u011fru ilerlerken hem petrol hem de faiz oranlar\u0131n\u0131 yak\u0131ndan takip edeceklerdir; bu karar, gerilimin artmas\u0131na kar\u015f\u0131 alt\u0131n\u0131n \u0131l\u0131ml\u0131 tepkisinin devam edip etmeyece\u011fini veya nihayet k\u0131r\u0131l\u0131p k\u0131r\u0131lmayaca\u011f\u0131n\u0131 \u015fekillendirecektir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Alt\u0131n, y\u00fckselen Hazine tahvil getirileri ve Fed’in faiz art\u0131r\u0131m\u0131 beklentilerinin, Ortado\u011fu’daki giderek b\u00fcy\u00fcyen \u00e7at\u0131\u015fmadan kaynaklanan g\u00fcvenli liman talebini dengelemeye devam<\/p>\n","protected":false},"author":1,"featured_media":6200,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[1],"tags":[78,104],"class_list":["post-6199","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finansal-piyasalar","tag-altin","tag-xauusd"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/6199","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=6199"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/6199\/revisions"}],"predecessor-version":[{"id":6201,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/6199\/revisions\/6201"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/media\/6200"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6199"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6199"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}