<\/p>\n
Ge\u00e7en haftaki Ba\u015fkanl\u0131k se\u00e7iminin sonu\u00e7lanmas\u0131n\u0131n ard\u0131ndan yerel para cinsinden tahviller 2008’den beri en b\u00fcy\u00fck kayb\u0131 ger\u00e7ekle\u015ftirirken, geli\u015fen piyasa kurlar\u0131nda volatilite endeksi \u015eubat’taki seviyelerin %16 alt\u0131nda kald\u0131.<\/p>\n
Trump’\u0131n korumac\u0131 ekonomi politikalar\u0131na dair riskler bulunsa da trader’lar \u00fclkelerin daha h\u0131zl\u0131 b\u00fcy\u00fcme ve daralan cari i\u015flemler a\u00e7\u0131\u011f\u0131n\u0131n geli\u015fen piyasalar\u0131n hezimetten \u00e7\u0131kmas\u0131n\u0131 destekleyece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n
Londra’daki Union Bancaire Privee Ubp’de stratejist olan Koon Chow, son d\u00fc\u015f\u00fc\u015flerin al\u0131m f\u0131rsat\u0131 yaratt\u0131\u011f\u0131n\u0131 belirterek “Bir iki hafta i\u00e7erisinde ABD tahvil faizlerinin istikrar kazand\u0131\u011f\u0131 ve geli\u015fen piyasalar\u0131n geri d\u00f6n\u00fc\u015f yapaca\u011f\u0131 a\u015famaya gelebiliriz” dedi. Chow ayr\u0131ca Breziklya ve Rusya tahvillerinin ve Kolombiya para biriminin cazip olmaya ba\u015flad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Trump’\u0131n Ba\u015fkan olmas\u0131yla h\u00fck\u00fcmet harcamalar\u0131n\u0131n artaca\u011f\u0131, bunun da b\u00fcy\u00fcme ve enflasyonu tetikleyebilece\u011fi belirtiliyor.Ge\u00e7en hafta se\u00e7imlerin ard\u0131ndan k\u00fcresel tahvillerin toplam de\u011feri 1.2 trilyon dolar eridi. Meksika s\u0131n\u0131r\u0131na duvar \u00f6rece\u011fini belirten ve \u00c7in’\u015f d\u00f6viz manip\u00fclat\u00f6r\u00fc olarak niteleyen yen\u015f Ba\u015fkan’\u0131n zaferi en \u00e7ok geli\u015fen piyasalar\u0131 etkilemi\u015fti.<\/p>\n
\u00d6l\u00e7\u00fcl\u00fc sat\u0131\u015flar <\/strong><\/p>\n 8 Kas\u0131m’daki se\u00e7imden 11 Kas\u0131m’a kadar yerel para cinsinden tahviller %7.3 d\u00fc\u015ft\u00fc. Bu 2008’den beri en k\u00f6t\u00fc 3 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f oldu.<\/p>\n D\u00f6viz piyasas\u0131na bak\u0131ld\u0131\u011f\u0131nda, Meksika pesosu %12’klik sert d\u00fc\u015f\u00fc\u015fle rekor d\u00fc\u015f\u00fck seviyeye indi, Brezilay reali ve G\u00fcney Afrika rand\u0131 %6’dan fazla de\u011fer kaybetti.<\/p>\n Asya’da sat\u0131\u015flar bug\u00fcn de devam etti. Malezya ringiti %0.9 d\u00fc\u015ferek 9 ay\u0131n dibine inerken G\u00fcney Kore wonu Haziran’dan beri en d\u00fc\u015f\u00fck seviyeye geriledi. Endonezya rupisi ise Cuma g\u00fcn\u00fc %3 d\u00fc\u015f\u00fc\u015f sonras\u0131 kay\u0131plar\u0131n\u0131 geni\u015fletti.<\/p>\n Geli\u015fen piyasalar\u0131n Fed’in 3 y\u0131l \u00f6nce varl\u0131k al\u0131m\u0131n\u0131 sonland\u0131rma sinyali vererek k\u00fcresel piyasalarda \u015fok dalgas\u0131na neden oldu\u011fu d\u00f6nemden beri daha g\u00fc\u00e7l\u00fc durumda oldu\u011fu belirtiliyor. O d\u00f6nemde geli\u015fen \u00fclkelerin yerel para cinsinden tahvilleri 4 ayda %16 d\u00fc\u015fm\u00fc\u015ft\u00fc.<\/p>\n GAM UK’de para y\u00f6neticisi olan Paul McNamara, “Temel g\u00f6stergeler taper tantrum’dan beri daha g\u00fc\u00e7l\u00fc. Bu sat\u0131\u015flar\u0131n biraz fazla ‘ekstrem’ oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum” dedi.<\/p>\n \u00d6te yandan Morgan Stanley ve Citigroup stratejistleri sat\u0131\u015flar\u0131n derinle\u015febilece\u011fini, Trump’\u0131n korumac\u0131 politikas\u0131 ger\u00e7ekle\u015firse bu durumun ihracatta yava\u015flamaya neden olaca\u011f\u0131, geli\u015fen \u00fclkelere yat\u0131r\u0131mlar\u0131 azaltaca\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"excerpt":{"rendered":" Bloomberght – ABD se\u00e7imlerinden Donald Trump’\u0131n zaferle \u00e7\u0131kmas\u0131 geli\u015fen piyasalarda sat\u0131\u015flar\u0131 tetikledi, ancak yak\u0131ndan bak\u0131ld\u0131\u011f\u0131nda i\u015fler g\u00f6r\u00fcnd\u00fc\u011f\u00fc kadar k\u00f6t\u00fc olmayabilir<\/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":782,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1701"}],"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=1701"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1701\/revisions"}],"predecessor-version":[{"id":1702,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1701\/revisions\/1702"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=1701"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=1701"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=1701"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}