{"id":93383,"date":"2025-05-18T03:24:06","date_gmt":"2025-05-18T03:24:06","guid":{"rendered":"https:\/\/ekamu.net\/?p=93383"},"modified":"2025-05-18T03:24:06","modified_gmt":"2025-05-18T03:24:06","slug":"piyasada-5-kasim-hazirligi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/05\/18\/piyasada-5-kasim-hazirligi\/","title":{"rendered":"Piyasada 5 Kas\u0131m haz\u0131rl\u0131\u011f\u0131"},"content":{"rendered":"<div>\n<p>Se\u00e7im sonucuna g\u00f6re pop\u00fcler &#8220;Trump trade&#8221; pozisyonlar\u0131 &#8211; dolarda uzun, tahvilde k\u0131sa &#8211; ya art\u0131r\u0131lacak ya da bozulacak. Hisse senedi opsiyonlar\u0131n\u0131n volatilitesinin son haftalarda Borsa nispeten sakin seyrederken bile y\u00fckselmesi de yat\u0131r\u0131mc\u0131lar\u0131n se\u00e7im sonras\u0131 dalgalanmalara kar\u015f\u0131 korunmak i\u00e7in hedge pozisyonlar\u0131 ald\u0131klar\u0131na i\u015faret ediyor.<\/p>\n<p>JPMorgan gece hacmi ve dalgalanmalarla ba\u015fa \u00e7\u0131kabilmek i\u00e7in Avrupa ve Asya&#8217;daki personel say\u0131s\u0131n\u0131 art\u0131rmay\u0131 planlarken, Goldman Sachs sat\u0131\u015f ve al\u0131m-sat\u0131m ekiplerinden y\u00fczlerce ki\u015finin New York&#8217;ta gece boyunca sahada olmas\u0131n\u0131 ve daha fazlas\u0131n\u0131n da evden ba\u011flanmaya haz\u0131r olmas\u0131n\u0131 bekliyor.<\/p>\n<\/div>\n<div>\n<p>Blue Edge Advisors portf\u00f6y y\u00f6neticisi Calvin Yeoh, &#8220;5 Kas\u0131m, may\u0131n tarlas\u0131nda g\u00f6z\u00fc kapal\u0131 bir \u00e7amur g\u00fcre\u015fi olacak. Se\u00e7imler o kadar ba\u015fa ba\u015f ki i\u015flem yapmak \u00e7ok zorla\u015f\u0131yor&#8221; dedi.<\/p>\n<p>Lazard Asset Management&#8217;ta geli\u015fmekte olan piyasa tahvil e\u015f ba\u015fkan\u0131 olan Arif Joshi, olas\u0131 bir Harris zaferinin geli\u015fmekte olan piyasalar i\u00e7in yap\u0131sal bir y\u00fckseli\u015f hareketi yarataca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n<p>Gramercy Funds Management&#8217;\u0131n kurucusu ve ba\u015f yat\u0131r\u0131m yetkilisi Robert Koenigsberger, &#8220;Trump&#8217;\u0131n se\u00e7ilmesi halinde herkesin \u00e7\u0131lg\u0131na d\u00f6nd\u00fc\u011f\u00fc bir olumsuz tepki g\u00f6rmek beni \u015fa\u015f\u0131rtmaz&#8221; ifadelerini kulland\u0131.<\/p>\n<p>Bloomberg Ekonomisti Adriana Dupita&#8217;ya g\u00f6re ikinci bir Trump d\u00f6nemi, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde k\u00fcresel g\u00fcmr\u00fck tarifelerini uygulay\u0131p uygulamayaca\u011f\u0131na ve ABD dolar\u0131n\u0131n y\u00f6n\u00fcne ba\u011fl\u0131 olarak geli\u015fen ekonomiler i\u00e7in ilk d\u00f6neme benzer olabilir.<\/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&#8217;deki se\u00e7ime saatler kala Wall Street de belirsiz bir ortama haz\u0131rl\u0131k yapmaya \u00e7al\u0131\u015f\u0131yor. Hong Kong ve Singapur&#8217;daki ekiplerin yard\u0131ma \u00e7a\u011fr\u0131lmas\u0131yla al\u0131m sat\u0131m masalar\u0131 5 Kas\u0131m&#8217;daki se\u00e7imin gecesinde \u00e7al\u0131\u015fmaya haz\u0131r.<\/p>\n","protected":false},"author":1,"featured_media":93384,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[926],"class_list":["post-93383","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-bas"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/93383","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=93383"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/93383\/revisions"}],"predecessor-version":[{"id":93385,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/93383\/revisions\/93385"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/93384"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=93383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=93383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=93383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}