<\/p>\n
Konu Donald Trump’\u0131n planlar\u0131na geldi\u011finde, tahvil piyasas\u0131 yeni ba\u015fkana basit ve anlaml\u0131 bir mesaj veriyor: Dikkatli ol, ya da sana pahal\u0131ya mal olacak.<\/p>\n
Cumhuriyet\u00e7i Donald Trump’\u0131n pop\u00fclist s\u00f6ylemler, vergi indirimi taahh\u00fct\u00fc, g\u00f6\u00e7menli\u011fe ili\u015fkin vaatleri ve altyap\u0131 harcamalar\u0131 s\u00f6z\u00fc ile kazand\u0131\u011f\u0131 se\u00e7im zaferinin g\u00fcnler sonras\u0131nda, ABD’nin finansman maliyetleri s\u00fcrpriz bir \u015fekilde artt\u0131. ABD hazine tahvillerinin faizleri y\u00fckselerek \u201ctaper tantrum\u201ddan beri g\u00f6r\u00fclen en g\u00fc\u00e7l\u00fc art\u0131\u015f\u0131 destekledi.<\/p>\n
Bu durum, tabiki bir miktar Trump’\u0131n mali harcamalar\u0131n\u0131n, b\u00fcy\u00fcme yanl\u0131s\u0131 g\u00fcndeminin enflasyonu h\u0131zland\u0131racak olmas\u0131 ile ilgili; buna kar\u015f\u0131n ABD’nin kredit\u00f6rlerinin kamu harcamalar\u0131n\u0131 s\u0131n\u0131rlamak i\u00e7in y\u00f6nlendirme yapabilece\u011finin ve yeni y\u00f6neticileri kar\u015f\u0131layabilecekleri ve kar\u015f\u0131layamayacaklar\u0131 \u00f6neriler aras\u0131nda zor se\u00e7imler yapmaya zorlayabilece\u011finin de hat\u0131rlat\u0131c\u0131s\u0131 oluyor. ABD’nin eski ba\u015fkanlar\u0131ndan Bill Clinton’\u0131n da -orta s\u0131n\u0131f vergi indirimini de i\u00e7eren- iddial\u0131 yurt i\u00e7i g\u00fcndeminden geri ad\u0131m atarak onun yerine b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131 azaltmaya odaklanmaya y\u00f6nelten tahvil yat\u0131r\u0131mc\u0131lar\u0131yd\u0131.<\/p>\n
Allianz Investment Management para y\u00f6neticisi John Bredemus, \u201cTrump’\u0131n devlet harcamalar\u0131na y\u00f6nelik \u00f6nemli planlar\u0131 var ve bunlar\u0131 kar\u015f\u0131layacak geliri yok. Faizler y\u00fckseldik\u00e7e, fonlama maliyetleri art\u0131yor ve b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 art\u0131yor. Bu durumu fazla s\u00fcrd\u00fcremeyece\u011fi ger\u00e7e\u011fi bir yerde kendini belli edecek\u201d dedi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Bloomberght – Tahvil yat\u0131r\u0131mc\u0131lar\u0131ndan Trump’a: Dikkatli ol ya da sana pahal\u0131ya mal olabilir<\/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":726,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1705"}],"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=1705"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1705\/revisions"}],"predecessor-version":[{"id":1706,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1705\/revisions\/1706"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=1705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=1705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=1705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}