<\/p>\n
Morgan Stanley stratejistleri, \u00c7ar\u015famba g\u00fcn\u00fc yazd\u0131klar\u0131 notta, ABD’de \u00e7\u00f6p tahvil fiyatlar\u0131n\u0131n son d\u00f6nemdeki zay\u0131fl\u0131\u011f\u0131n\u0131n, menkul k\u0131ymet\u00a0d\u00fczeltmesinin bir ba\u015flang\u0131c\u0131 olabilece\u011fini ve yat\u0131r\u0131mc\u0131lar\u0131n piyasa y\u00f6n\u00fcn\u00fcn tersine fiyatlamada bulunmay\u0131 d\u00fc\u015f\u00fcnmelerinin gere\u011fini belirtti.<\/p>\n
Adam Richmond liderli\u011findeki stratejistler, de\u011ferlemelerin y\u00fcksek ve spek\u00fclasyon ile notlanm\u0131\u015f tahvil al\u0131c\u0131lar\u0131n\u0131n, Fed’in parasal te\u015fvi\u011fi kald\u0131rarak \u00e7\u00f6p tahvillere ne kadar bask\u0131 yapaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fck tahmin ettiklerini bildirdi.<\/p>\n
“Bu yumu\u015fakl\u0131\u011f\u0131n ge\u00e7erli bir d\u00fczeltmeye d\u00f6n\u00fc\u015fme olas\u0131l\u0131\u011f\u0131 y\u00fcksek” ifadesini kullanan stratejistler, kurumsal tahvil de\u011ferlemelerine ili\u015fkin giderek artan \u015f\u00fcpheci tutuma dahil oldu. PIMCO, \u00c7ar\u015famba g\u00fcn\u00fc yay\u0131nlad\u0131\u011f\u0131 raporda, yat\u0131r\u0131mc\u0131lar\u0131n, kurumsal tahviller gibi g\u00f6receli pahal\u0131 varl\u0131klardansa, Hazine tahvili gibi daha g\u00fcvenli varl\u0131klar\u0131 tercih etmesi gerekti\u011fini belirtti. T. Rowe Price Group da bu g\u00f6r\u00fc\u015fe kat\u0131ld\u0131 ve “Her \u015fey pahal\u0131” yorumunda bulundu.<\/p>\n
Bloomberg Barclays endeks verisine g\u00f6re, \u00e7\u00f6p tahvil yat\u0131r\u0131mc\u0131lar\u0131, Hazine tahvillerinin getirisinden ortalama yakla\u015f\u0131k 3.7 y\u00fczdelik puan daha fazla bir getiri elde ediyor ve bu rakam, ge\u00e7ti\u011fimiz be\u015f y\u0131l\u0131n ortalamas\u0131 olan 4.7 y\u00fczdelik puandan bir hayli a\u015fa\u011f\u0131da. De\u011ferlemeler\u00a0hala g\u00f6receli olarak y\u00fcksek olsa da, risk primleri ge\u00e7ti\u011fimiz haftalarda daha da y\u00fckseldi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Bloomberght – Morgan Stanley, ABD \u00e7\u00f6p tahvili de\u011ferlemelerinde ed\u00fczeltmenin ba\u015flam\u0131\u015f olabilece\u011fini belirtti<\/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":2324,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/3034"}],"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=3034"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/3034\/revisions"}],"predecessor-version":[{"id":3035,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/3034\/revisions\/3035"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=3034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=3034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=3034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}