Goldman Sachs Group Inc. ve Deutsche Bank AG’nin stratejistlerine nazaran ABD pay senetlerinde ya\u015fanan son geri \u00e7ekilmenin bitmeye yak\u0131n olabilece\u011fini belirtti.<\/p>\n
Goldman’dan David Kostin \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki grubun Cuma g\u00fcnk\u00fc notunda d\u00fc\u015f\u00fc\u015f\u00fcn b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn finans krizinden bu yana g\u00f6r\u00fclen \u201ctipik bir sat\u0131\u015f dalgas\u0131\u201d oldu\u011fu, lakin daha s\u00fcratli ger\u00e7ekle\u015fti\u011fi belirtildi.<\/p>\n
Ortalar\u0131nda Srineel Jalagani’nin de bulundu\u011fu Deutsche stratejistlerinin Cuma g\u00fcn\u00fc notunda, opsiyon pozisyonlanmalar\u0131n\u0131n ola\u011fanla\u015ft\u0131\u011f\u0131 i\u015faret edildi.<\/p>\n
\u201cGe\u00e7en haftaki sert sat\u0131\u015fa ra\u011fmen ABD pay piyasas\u0131n\u0131n gelecek aylardaki seyriyle ilgili iyimseriz.\u201d denen Goldman notunda, S&P 500 Endeksi’nde finans krizinden bu yana y\u00fczde 5 yahut \u00fczerindeki tipik \u00e7ekilmelerin 20 s\u00fcre\u00e7 g\u00fcn\u00fcnden fazla s\u00fcrd\u00fc\u011f\u00fc ve y\u00fcksekten tabana kayb\u0131n y\u00fczde 7’yi a\u015ft\u0131\u011f\u0131, bunun da s\u00fcrat a\u00e7\u0131s\u0131ndan olmasa da b\u00fcy\u00fckl\u00fck manas\u0131nda son \u00e7ekilmelere benzedi\u011fi tabir edildi.<\/p>\n
Tarihi olarak y\u00fcksek pay de\u011ferlemelerinin tekrar de\u011ferlendirilmesinin ve opsiyon piyasalar\u0131ndaki volatilite, S&P 500 Endeksi’nin 2 Eyl\u00fcl’deki rekor kapan\u0131\u015f\u0131ndan bu yana y\u00fczde 7 d\u00fc\u015fmesiyle sonu\u00e7land\u0131. Bununla birlikte endeks Mart’ta g\u00f6r\u00fclen taban d\u00fczeyinden hala y\u00fczde 50 primli. Yat\u0131r\u0131mc\u0131lar\u0131n teknoloji \u015firketlerindeki rallinin \u00e7ok olmas\u0131 ihtimalini de\u011ferlendirmesiyle, Nasdaq 100 Endeksi 2 Eyl\u00fcl kapan\u0131\u015f\u0131ndan bu yana y\u00fczde 11 d\u00fc\u015ft\u00fc.<\/p>\n
Deutsche’nin grubu opsiyon piyasas\u0131ndaki tesire odaklan\u0131yor. \u00dcst tarafl\u0131 kontratlara k\u0131yasla a\u015fa\u011f\u0131 y\u00f6nl\u00fclerin say\u0131s\u0131na bakan bir g\u00f6stergeyi dikkate al\u0131yorlar. Kurumun stratejistleri, 10 y\u0131ll\u0131k aral\u0131\u011f\u0131n en alt\u0131na d\u00fc\u015ferek \u00e7ok olumlu bir alg\u0131y\u0131 i\u015faret eden g\u00f6stergenin d\u00fczeltmeden sonra \u201cortalaman\u0131n \u00fczerinde\u201d d\u00fczeylerine geriledi\u011fini belirtti.<\/p>\n<\/p>\n
Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs Group Inc. ve Deutsche Bank AG’nin stratejistlerine nazaran ABD pay senetlerinde ya\u015fanan son geri \u00e7ekilmenin bitmeye yak\u0131n …<\/p>\n","protected":false},"author":1,"featured_media":6443,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,6],"tags":[],"class_list":["post-6442","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-son-dakika"],"yoast_head":"\n