<\/p>\n
Allianz SE ekonomi ba\u015fdan\u0131\u015fman\u0131 Mohamed El-Erian’a g\u00f6re, Fed’in Eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131raca\u011f\u0131na y\u00f6nelik beklentiler \u00e7ok k\u0131s\u0131tl\u0131 durumda bulunuyor.<\/p>\n
Traderler 20-21 Eyl\u00fcl tarihinde ger\u00e7ekle\u015fecek FOMC toplant\u0131s\u0131ndan bir faiz art\u0131r\u0131m\u0131 karar\u0131 \u00e7\u0131kmas\u0131na y\u00fczde 20 ihtimal veriyor. ABD’de son a\u00e7\u0131klanan veriler hayal k\u0131r\u0131kl\u0131\u011f\u0131 yarat\u0131rken, San Fransisco Fed Ba\u015fkan\u0131 John Williams Sal\u0131 g\u00fcnk\u00fc konu\u015fmas\u0131nda ABD ekonomisine dair g\u00fc\u00e7l\u00fc bir resim \u00e7izmi\u015fti.<\/p>\n
Ayn\u0131 zamanda Bloomberg View k\u00f6\u015fe yazar\u0131 da olan Mohamed El-Erian, \u00c7ar\u015famba g\u00fcn\u00fc Bloomberg Television’a verdi\u011fi m\u00fclakatta Eyl\u00fcl’de faiz art\u0131r\u0131m\u0131na y\u00f6nelik piyasa beklentisini “olduk\u00e7a d\u00fc\u015f\u00fck” olarak nitelemi\u015fti. El-Erian, “Veriler zay\u0131flad\u0131 ancak o kadar da zay\u0131f oldu\u011fu anlam\u0131na gelmiyor” dedi.<\/p>\n
El-Erian, k\u00fcresel merkez bankalar\u0131n\u0131n genel anlamda daha az etkin konuma geldiklerini belirtirken, en \u00e7ok Japonya Merkez Bankas\u0131’n\u0131n (BOJ) Japonya ekonomisini g\u00fc\u00e7lendirmekte zorland\u0131\u011f\u0131n\u0131 kaydetti. El-Erian, merkez bankalar\u0131n\u0131n daha az etkin olduklar\u0131n\u0131 \u00e7\u00fcnk\u00fc\u00a0maliye politikas\u0131ndaki eksikliklerinin yerini doldurma gibi bir yap\u0131lar\u0131 olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
“\u00c7ok uzun”<\/strong><\/p>\n El-Erian, “\u00c7ok fazlaca uzun s\u00fcredir merkez bankalar\u0131na bel ba\u011flad\u0131k” dedi. Erian, “A\u015f\u0131r\u0131 d\u00fc\u015f\u00fck faiz oranlar\u0131 sorunun \u00e7\u00f6z\u00fcm\u00fc olmaktan ziyade sorunun bir par\u00e7as\u0131 olma yolunda ilerliyor. Baz\u0131 \u00fclkelerde problem oldular bile. Japonya bunlardan biri, Avrupa’da da sorunlar var” dedi.<\/p>\n PIMCO’nun eski CIO’su olan El-Erian, yat\u0131r\u0131mc\u0131lar\u0131n giderek daha \u00e7ok getiri sa\u011flayan varl\u0131klara itildi\u011fini s\u00f6yledi. El-Erian’a g\u00f6re, yat\u0131r\u0131mc\u0131lar devlet tahvilleri gibi d\u00fc\u015f\u00fck getirili varl\u0131klardan daha y\u00fcksek riskli varl\u0131klara ge\u00e7i\u015f yap\u0131yor, t\u0131pk\u0131 2006-2007’de oldu\u011fu gibi ve bu durum daha da s\u00fcrebilir.<\/p>\n El-Erian, “Sadece getirilerin m\u00fckemmel olmad\u0131\u011f\u0131, volatilitenin bask\u0131 alt\u0131nda oldu\u011fu ve her\u015feyin yukar\u0131 gitti\u011fi bir d\u00f6nemden geliyoruz. Vakit bir k\u0131s\u0131m yat\u0131r\u0131mlar\u0131 nakde \u00e7evirme, ve kamu enstr\u00fcmanlar\u0131na ili\u015fkin pozisyonlar\u0131 azaltma ve bekleme vakti. Volatilite geri d\u00f6necek, ve iyi isimli f\u0131rsatlar\u0131 daha cazip fiyatlardan alma \u015fans\u0131 yakalanacak” dedi.<\/p>\n","protected":false},"excerpt":{"rendered":" Bloomberght – Traderler Eyl\u00fcl’de faiz art\u0131r\u0131m\u0131na y\u00fczde 20 ihtimal verirken, El-Erian’a g\u00f6re, merkez bankalar\u0131 d\u00fc\u015f\u00fck faiz oranlar\u0131 nedeniyle daha az etkin konuma geldi<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"views":7098,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1367"}],"collection":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/comments?post=1367"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1367\/revisions"}],"predecessor-version":[{"id":1368,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1367\/revisions\/1368"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=1367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=1367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=1367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}