{"id":58778,"date":"2024-07-10T07:12:04","date_gmt":"2024-07-10T07:12:04","guid":{"rendered":"https:\/\/ekamu.net\/?p=58778"},"modified":"2024-07-10T07:12:04","modified_gmt":"2024-07-10T07:12:04","slug":"tahvil-piyasalari-trump-senaryosuna-hazirlaniyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/07\/10\/tahvil-piyasalari-trump-senaryosuna-hazirlaniyor\/","title":{"rendered":"Tahvil piyasalar\u0131 Trump senaryosuna haz\u0131rlan\u0131yor"},"content":{"rendered":"<div>\n<p>Wall Street stratejistleri Trump zaferi sonras\u0131 kal\u0131c\u0131 enflasyon ve daha y\u00fcksek tahvil getirisi beklentilerini dile getiriyor.<\/p>\n<p>Aralar\u0131nda Matthew Hornbach ve Guneet Dhingra\u2019n\u0131n da oldu\u011fu Morgan Stanley stratejistleri uzun vadeli tahvil getirilerinin k\u0131sa vadelilere g\u00f6re daha fazla y\u00fckselece\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc dile getirdi.<\/p>\n<p>Trump\u2019\u0131n zaferinin Fed\u2019den daha fazla faiz indirimi ve mali geni\u015fleme anlam\u0131na gelebilece\u011fini s\u00f6yleyen stratejistler bunun uzun vadeli tahvil getirilerine yukar\u0131 y\u00f6nl\u00fc bask\u0131 yapaca\u011f\u0131n\u0131 belirttiler.<\/p>\n<p>Barclays stratejistleri Michael Pond ve Jonathan Hill ise Trump zaferine yat\u0131r\u0131mc\u0131lar\u0131n verece\u011fi en iyi yan\u0131t\u0131n enflasyona kar\u015f\u0131 hedge oldu\u011funu belirtti. Barclays\u2019e g\u00f6re enflasyona endeksli be\u015f y\u0131l vadeli tahviller standart be\u015f y\u0131ll\u0131klara g\u00f6re daha iyi performans g\u00f6sterecek.<\/p>\n<\/div>\n<div>\n<p>Goldman Sachs ise uzun vadeli getirilerdeki y\u00fckseli\u015fle getiri e\u011frisinin dikle\u015fece\u011fini \u00f6ng\u00f6ren genel kan\u0131n\u0131n aksine Trump zaferiyle birlikte yatay getiri e\u011frisi senaryosu ya\u015fanabilece\u011fini belirtti.<\/p>\n<p>Aralar\u0131nda George Cole ve William Marshall\u2019\u0131n oldu\u011fu Goldman stratejistleri y\u00fcksek Trump tarifelerinin b\u00fcy\u00fcmeyi olumsuz etkileyece\u011fini d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n<\/div>\n<\/p>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">Bloomberg HT<\/span><\/p>\n<p><span style=\"display: block; width: 343.125px; color: rgb(55, 58, 60); font-size: 14px; background-color: rgb(255, 249, 236);\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD Ba\u015fkan\u0131\u00a0Joe Biden\u2019\u0131n felaket televizyon tart\u0131\u015fmas\u0131 performans\u0131ndan sonra Wall Street bankalar\u0131 olas\u0131\u00a0Donald Trump\u00a0zaferinin tahvil piyasas\u0131na etkilerini tartmaya ba\u015flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":58779,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1249,2595,703,2596],"class_list":["post-58778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-getiri","tag-stratejistler","tag-trump","tag-vadeli"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/58778","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=58778"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/58778\/revisions"}],"predecessor-version":[{"id":58780,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/58778\/revisions\/58780"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/58779"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=58778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=58778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=58778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}