<\/p>\n
Ge\u00e7ti\u011fimiz y\u0131l en k\u00f6t\u00fc performans g\u00f6steren geli\u015fmekte olan piyasa para birimi olan T\u00fcrk liras\u0131, getiri cazibesini art\u0131ran para politikas\u0131 \u00f6nlemleri sonras\u0131nda Ocak ay\u0131ndaki rekor d\u00fc\u015f\u00fck seviyesinden dolar kar\u015f\u0131s\u0131nda y\u00fczde 6.4 y\u00fckseldi. Morgan Stanley ve Societe Generale SA euro kar\u015f\u0131s\u0131nda T\u00fcrk liras\u0131nda al\u0131m tavsiye ederken, Merkez Bankas\u0131’n\u0131n geli\u015fmeler kar\u015f\u0131s\u0131ndaki verdi\u011fi tepkileri ve T\u00fcrk liras\u0131nda toparlanmaya sebep olabilecek hafif pozisyonlanmay\u0131 \u00f6ne s\u00fcrd\u00fc.<\/p>\n
Opsiyon piyasas\u0131 T\u00fcrk liras\u0131na y\u00f6nelik artan g\u00fcven emarelerine bir yenisi olarak eklendi. 1 ay vadeli kontratlar\u0131n ima edilen volatilitesi ge\u00e7ti\u011fimiz ay\u0131n tepe noktas\u0131 olan y\u00fczde 24’ten y\u00fczde 13.7’ye geriledi. \u00d6te yandan, T\u00fcrk liras\u0131nda sat\u0131m opsiyonunun al\u0131m primine g\u00f6re primi Kas\u0131m ay\u0131ndaki 4.4 y\u00fczdelik puandan 2.4 y\u00fczdelik puana d\u00fc\u015ft\u00fc.<\/p>\n
T\u00fcrk liras\u0131 bu y\u0131l ABD faiz oranlar\u0131ndaki art\u0131\u015f ve Aral\u0131k ay\u0131nda faiz art\u0131rmayan TCMB<\/a>‘nin TL’yi destekleme konusunda yetersiz kalabilece\u011fi spek\u00fclasyonlar\u0131yla geriledi. Politika yap\u0131c\u0131lar o g\u00fcnden bu yana faiz oranlar\u0131n\u0131 art\u0131rd\u0131, TL’nin k\u0131sa vadeli getirisi y\u00fczde 11’e y\u00fckseldi. Ge\u00e7ti\u011fimiz hafta, TCMB<\/a> Ba\u015fkan\u0131 Murat \u00c7etinkaya enflasyon beklentilerini izlediklerini ve gerekli olmas\u0131 durumunda daha fazla s\u0131k\u0131la\u015ft\u0131rman\u0131n yap\u0131laca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n Morgan Stanley’in Londra merkezli geli\u015fmekte olan piyasalar stratejisti\u00a0James Lord, “Merkez Bankas\u0131 para politikas\u0131nda g\u00f6rece \u015fahin dili korudu, ve ortalama fonlama maliyetini kademeli olarak art\u0131rmay\u0131 s\u00fcrd\u00fcrd\u00fc, bu durum olumlu. T\u00fcrk liras\u0131 geli\u015fmekte olan piyasa rallisina \u015fimdiye kadar kat\u0131lmad\u0131, ve TL’de pozisyonlanma d\u00fc\u015f\u00fck” dedi.<\/p>\n T\u00fcrk liras\u0131 Pazartesi g\u00fcn\u00fc TS\u0130 18:30’da euro kar\u015f\u0131s\u0131nda y\u00fczde 0.7 y\u00fckselerek 2017’deki kay\u0131plar\u0131n\u0131 y\u00fczde 5’e d\u00fc\u015f\u00fcrd\u00fc. TL dolar kar\u015f\u0131s\u0131nda da y\u00fczde 0.4 y\u00fckseldi. Morgan Stanley yat\u0131r\u0131mc\u0131lara euroyu T\u00fcrk liras\u0131 kar\u015f\u0131s\u0131nda 3.65 hedefle satmay\u0131 \u00f6nerirken, Societe Generale benzer bir tavsiyede bulunarak 3.5478 hedefine i\u015faret etti.<\/p>\n Societe Generale’nin Londra merkezli stratejisti Phoenix Kalen Cuma g\u00fcn\u00fc kaleme ald\u0131\u011f\u0131 raporunda, “Merkez Bankas\u0131 taraf\u0131nda s\u00fcren\u00a0teyakkuz T\u00fcrk liras\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda kademeli olarak toparlanmas\u0131na yard\u0131mc\u0131 olabilir. T\u00fcrk liras\u0131ndaki d\u00fc\u015f\u00fck pozisyonlanman\u0131n \u00e7\u00f6z\u00fclmesi de bu duruma yard\u0131mc\u0131 olabilir” dedi.<\/p>\n","protected":false},"excerpt":{"rendered":" Bloomberght – T\u00fcrk liras\u0131nda volatilite getirilerin y\u00fckselmesiyle azal\u0131rken, Morgan Stanley ve Societe Generale T\u00fcrk liras\u0131 kar\u015f\u0131s\u0131nda euro sat\u0131lmas\u0131 tavsiyesinde bulundu<\/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":1004,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/2449"}],"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=2449"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/2449\/revisions"}],"predecessor-version":[{"id":2450,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/2449\/revisions\/2450"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=2449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=2449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=2449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}