{"id":75981,"date":"2024-09-05T06:00:06","date_gmt":"2024-09-05T06:00:06","guid":{"rendered":"https:\/\/ekamu.net\/?p=75981"},"modified":"2024-09-05T06:00:06","modified_gmt":"2024-09-05T06:00:06","slug":"abdde-jolts-verisi-sonrasi-tahviller-guclu-indirim-fiyatliyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/09\/05\/abdde-jolts-verisi-sonrasi-tahviller-guclu-indirim-fiyatliyor\/","title":{"rendered":"ABD\u2019de JOLTS verisi sonras\u0131 tahviller g\u00fc\u00e7l\u00fc indirim fiyatl\u0131yor"},"content":{"rendered":"<div>\n<p>D\u00fcn a\u00e7\u0131klanan temmuz ay\u0131 JOLTS i\u015f ilanlar\u0131 verisi 2021 y\u0131l\u0131n\u0131n ba\u015flar\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesinde ger\u00e7ekle\u015fti. Verinin ard\u0131ndan Fed\u2019in faizleri keskin \u015fekilde indirece\u011fi beklentileri artarken, ABD tahvilleri &#8211; \u00f6zellikle de k\u0131sa vadeli olanlar \u00f6nc\u00fcl\u00fc\u011f\u00fcnde &#8211; de\u011fer kazand\u0131. \u0130ki y\u0131ll\u0131k ABD tahvillerinin getirisi 2022\u2019den bu yana ilk kez 10 y\u0131ll\u0131klar\u0131n getirisinin alt\u0131na d\u00fc\u015ft\u00fc.<\/p>\n<p>BTG Pactual Asset Management US LLC\u2019nin y\u00f6netici orta\u011f\u0131 John Fath, \u201cFed\u2019in muhtemelen daha erken ve hatta belki 50 baz puanl\u0131k bir hamle yapmas\u0131 gerekiyor. E\u011fer bunu yaparlarsa, e\u011fri tamamen tersine d\u00f6necektir\u201d dedi. Faiz oran\u0131 swaplar\u0131, traderlar\u0131n bu ayki Fed politika toplant\u0131s\u0131nda \u00e7eyrek puanl\u0131k bir faiz indirimini tamamen fiyatlad\u0131\u011f\u0131n\u0131 ve yar\u0131m puanl\u0131k bir indirim olas\u0131l\u0131\u011f\u0131n\u0131n %30\u2019dan fazla oldu\u011funu g\u00f6sterdi.<\/p>\n<\/div>\n<div>\n<p>Bu y\u0131l\u0131n kalan \u00fc\u00e7 toplant\u0131s\u0131nda toplam 110 baz puanl\u0131k gev\u015feme fiyatlan\u0131yor. BMO Global Asset Management sabit gelirler ba\u015fkan\u0131 Earl Davis\u2019e g\u00f6re, ABD i\u015fg\u00fcc\u00fc piyasas\u0131ndaki yumu\u015fama i\u015faretleri, Fed\u2019in bu ay i\u00e7inde faizleri yar\u0131m puan d\u00fc\u015f\u00fcrmesi i\u00e7in \u201c\u00e7\u0131tay\u0131 d\u00fc\u015f\u00fcrmesi\u201d a\u00e7\u0131s\u0131ndan \u00f6nemli. Davis, \u201c50 baz puan ile ba\u015flad\u0131klar\u0131nda, bu bir kereye mahsus olmayacak. \u0130ndirim yapmalar\u0131 i\u00e7in geni\u015f bir alan var\u201d yorumunu yapt\u0131.<\/p>\n<p>\u00d6te yandan Atlanta Fed Ba\u015fkan\u0131 Raphael Bostic Fed\u2019in istikrarl\u0131 fiyatlar ve maksimum istihdam \u015feklindeki ikili g\u00f6revlerinin dengede oldu\u011funu ancak enflasyon konusunda zafer ilan etmeye \u201ctam olarak haz\u0131r olmad\u0131\u011f\u0131n\u0131\u201d s\u00f6ylerken, San Francisco Fed Ba\u015fkan\u0131 Mary Daly, Reuters\u2019a yapt\u0131\u011f\u0131 a\u00e7\u0131klamada i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131 sa\u011fl\u0131kl\u0131 tutmak i\u00e7in faiz indirimlerine ihtiya\u00e7 oldu\u011funu belirtti.<\/p>\n<p>Bug\u00fcn de ABD\u2019de a\u011fustos ay\u0131 ADP \u00d6zel Sekt\u00f6r \u0130stihdam\u0131 verisi TS\u0130 15:15\u2019te, haftal\u0131k i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 TS\u0130 15:30\u2019da a\u00e7\u0131klanacak.<\/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>Cuma g\u00fcn\u00fc ABD\u2019de a\u00e7\u0131klanacak kritik tar\u0131m d\u0131\u015f\u0131 istihdam verisi \u00f6ncesinde i\u015fg\u00fcc\u00fc piyasas\u0131na ili\u015fkin di\u011fer veriler de takip ediliyor.<\/p>\n","protected":false},"author":1,"featured_media":75982,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1131,555,90],"class_list":["post-75981","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-faiz","tag-fed","tag-is"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/75981","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=75981"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/75981\/revisions"}],"predecessor-version":[{"id":75983,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/75981\/revisions\/75983"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/75982"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=75981"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=75981"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=75981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}