G\u00fcney Afrika\u2019dan Meksika ve G\u00fcney Kore\u2019ye kadar bir\u00e7ok geli\u015fen \u00fclkede traderlar ekonomist kestirimlerinin \u00f6tesinde faiz art\u0131\u015f\u0131n\u0131 fiyatl\u0131yor.<\/p>\n
New York\u2019taki AllianceBernstein\u2019de geli\u015fen piyasalar \u00fcnitesinden Shamalia Khan s\u0131k\u0131la\u015fman\u0131n \u2018a\u015f\u0131r\u0131 fiyatland\u0131\u011f\u0131n\u0131\u2019 s\u00f6yledi. Bu istikamette al\u0131nan konumlar, piyasalarda siyaset yap\u0131c\u0131lar\u0131n aylar s\u00fcren karantinalar\u0131n akabinde iktisatlar\u0131n \u0131s\u0131nmas\u0131 i\u00e7in varsay\u0131mlar\u0131n \u00fczerinde faiz art\u0131raca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcn\u00fc yans\u0131t\u0131yor.<\/p>\n
Lakin Fed\u2019in siyaset duru\u015funa epey hassas olan geli\u015fen piyasa varl\u0131klar\u0131 i\u00e7in bu durum risk te\u015fkil ediyor. Fed Lider Yard\u0131mc\u0131s\u0131 Richard Clarida tahvil al\u0131m program\u0131n\u0131 azaltmak i\u00e7in uygun zamanlamay\u0131 gelecek birka\u00e7 toplant\u0131da g\u00f6r\u00fc\u015feceklerini bildirdi.<\/p>\n
\u00d6rne\u011fin Meksika\u2019da her ne kadar birden fazla ekonomist en az \u015eubat ay\u0131na kadar art\u0131\u015f beklemese de swap piyasas\u0131nda A\u011fustos ay\u0131ndan itibaren faiz art\u0131\u015f d\u00f6ng\u00fcs\u00fcn\u00fcn ba\u015flayaca\u011f\u0131 fiyatlan\u0131yor.<\/p>\n
Misal durum G\u00fcney Afrika i\u00e7in de ge\u00e7erli. Forward faiz mukavelelerinde 6 ay i\u00e7inde 50 baz puanl\u0131k art\u0131\u015f ihtimali y\u00fczde 70 olarak fiyatlan\u0131rken, Bloomberg\u2019in ayl\u0131k olarak d\u00fczenledi\u011fi ankette y\u0131l sonuna dek faiz art\u0131\u015f\u0131 beklenmiyor.<\/p>\n
G\u00fcney Kore\u2019de de faiz mukavelelerinde 6 ayl\u0131k devirde 25 baz puana yak\u0131n art\u0131\u015f fiyatlan\u0131rken birden fazla ekonomist bir de\u011fi\u015fiklik beklemiyor.<\/p>\n
Bu hafta G\u00fcney Kore ve Polonya \u00fczere \u00fclkelerde a\u00e7\u0131klanacak enflasyon say\u0131lar\u0131 para siyasetine dair ipu\u00e7lar\u0131 verebilir. Meksika\u2019da da bu hafta a\u00e7\u0131klanacak enflasyon raporu, para otoritelerinin daha az g\u00fcvercin tavr\u0131 benimseyip benimsemeyece\u011fini g\u00f6sterecek.<\/p>\n<\/p>\n
Bloomberg HT<\/span><\/p>\n G\u00fcney Afrika\u2019dan Meksika ve G\u00fcney Kore\u2019ye kadar bir\u00e7ok geli\u015fen \u00fclkede traderlar ekonomist kestirimlerinin \u00f6tesinde faiz art\u0131\u015f\u0131n\u0131 fiyatl\u0131yor. New …<\/p>\n","protected":false},"author":1,"featured_media":34190,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[281,149,2826,2719],"class_list":["post-34189","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-artis","tag-faiz","tag-guney","tag-icin"],"yoast_head":"\n