Goldman Sachs Group Inc.’e nazaran traderlar\u0131n ABD se\u00e7im sonucunun gecikmesinin piyasalar\u0131 alt\u00fcst edebilece\u011fi istikametindeki beklentilerini azaltmas\u0131 gerekiyor.<\/p>\n
Goldman ekonomistleri Michael Cahill ve Alec Phillips’in kaleme ald\u0131\u011f\u0131 Per\u015fembe g\u00fcnk\u00fc notta, se\u00e7im sonucunun gecikmesinin “kuyruk riski” olu\u015fturmas\u0131na ra\u011fmen, erken sonu\u00e7lar, se\u00e7men i\u015ftirak oran\u0131, \u00fclke ve eyalet d\u00fczeyindeki datalar\u0131n yat\u0131r\u0131mc\u0131lara se\u00e7im ak\u015fam\u0131 kazanan\u0131 belirlemede k\u00e2fi bilgiyi sa\u011flayaca\u011f\u0131 belirtildi.<\/p>\n
Notta, “Se\u00e7im ak\u015fam\u0131 sonu\u00e7lar\u0131 s\u00fcratlice rapor eden eyaletlerden piyasan\u0131n se\u00e7imin beklenen galibini g\u00f6rmek i\u00e7in k\u00e2fi bilgi gelecekmi\u015f \u00fczere g\u00f6r\u00fcn\u00fcyor.” dendi.<\/p>\n
Bir\u00e7ok yat\u0131r\u0131mc\u0131n\u0131n dikkati risk kayna\u011f\u0131 olarak Kas\u0131m se\u00e7imlerine d\u00f6n\u00fcyor. Se\u00e7imden tart\u0131\u015fmal\u0131 bir sonu\u00e7 \u00e7\u0131kmas\u0131 ya da sonu\u00e7lar\u0131n gecikmesi ihtimaline kar\u015f\u0131 hedge maliyeti giderek art\u0131yor. Pay senedi piyasas\u0131nda bir g\u00f6sterge rekor pahal\u0131l\u0131kta bir hadise riskini i\u015faret ediyor. Rekor d\u00fczeyde oyun g\u00fcnlerce say\u0131lmayaca\u011f\u0131 taraf\u0131ndaki beklenti traderlar\u0131n en b\u00fcy\u00fck kayg\u0131lar\u0131 ortas\u0131nda yer al\u0131yor.<\/p>\n
Goldman, D\u00f6viz opsiyonlar\u0131nda fiyatlanan y\u00fcksek d\u00fczeydeki belirsizli\u011fin, 2016 se\u00e7iminde birtak\u0131m paritelerde g\u00f6r\u00fclen \u00e7ok hareketlerden kaynakl\u0131 “kas haf\u0131zas\u0131” olabilece\u011fini belirtti. Notta, Kovid-19 pandemisinden kaynakl\u0131 belgisiz b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn, bu se\u00e7imin piyasalar\u0131n istikameti a\u00e7\u0131s\u0131ndan daha az belirleyici olaca\u011f\u0131 manas\u0131na geldi\u011finin alt\u0131 \u00e7izildi.<\/p>\n<\/p>\n
Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs Group Inc.’e nazaran traderlar\u0131n ABD se\u00e7im sonucunun gecikmesinin piyasalar\u0131 alt\u00fcst edebilece\u011fi istikametindeki beklentilerini …<\/p>\n","protected":false},"author":1,"featured_media":8255,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[163],"class_list":["post-8254","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-secim"],"yoast_head":"\n