{"id":29778,"date":"2026-03-06T17:58:51","date_gmt":"2026-03-06T17:58:51","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abdde-subat-ayinda-aylik-ortalama-saatlik-kazanclar-yuzde-04-artarak-yuzde-03luk-beklentiyi-asti\/"},"modified":"2026-03-06T17:58:51","modified_gmt":"2026-03-06T17:58:51","slug":"abdde-subat-ayinda-aylik-ortalama-saatlik-kazanclar-yuzde-04-artarak-yuzde-03luk-beklentiyi-asti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abdde-subat-ayinda-aylik-ortalama-saatlik-kazanclar-yuzde-04-artarak-yuzde-03luk-beklentiyi-asti\/","title":{"rendered":"ABD\u2019de \u015fubat ay\u0131nda ayl\u0131k ortalama saatlik kazan\u00e7lar y\u00fczde 0,4 artarak y\u00fczde 0,3\u2019l\u00fck beklentiyi a\u015ft\u0131"},"content":{"rendered":"ABD\u2019de ortalama saatlik kazan\u00e7lar \u015fubatta ayl\u0131k bazda (aydan aya) %0,4 artt\u0131. Beklenti %0,3\u2019t\u00fc.\n\nGer\u00e7ekle\u015fme, beklentinin 0,1 puan \u00fczerinde geldi. Bu durum, o ay \u00fccret art\u0131\u015f\u0131n\u0131n tahmin edilenden daha h\u0131zl\u0131 oldu\u011funa i\u015faret ediyor.\n\n

Fed Politikas\u0131 A\u00e7\u0131s\u0131ndan Sonu\u00e7lar<\/h3>\nBeklentiyi a\u015fan %0,4\u2019l\u00fck \u00fccret art\u0131\u015f\u0131, enflasyonun (fiyat art\u0131\u015flar\u0131n\u0131n) kal\u0131c\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu da ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) k\u0131sa vadede faiz indirimi yapmas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor. \u00d6n\u00fcm\u00fczdeki a\u00e7\u0131klamalarda daha temkinli ya da \u201c\u015fahin\u201d (faiz indirimi konusunda isteksiz, s\u0131k\u0131 para politikas\u0131n\u0131 savunan) bir ton beklemek gerekir.\n\nBu nedenle faiz vadeli i\u015flemlerini (faiz beklentilerine g\u00f6re fiyatlanan s\u00f6zle\u015fmeler) yak\u0131ndan izliyoruz; piyasa ikinci \u00e7eyrekte faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 azalt\u0131yor. CME FedWatch Tool (Fed\u2019in toplant\u0131lar\u0131nda faiz karar\u0131 olas\u0131l\u0131klar\u0131n\u0131 piyasa fiyatlamas\u0131na g\u00f6re g\u00f6steren g\u00f6sterge) haziran toplant\u0131s\u0131na kadar indirim ihtimalini %35\u2019e indiriyor; bir ay \u00f6nce bu oran %70\u2019in \u00fczerindeydi. Bu da faizlerin daha uzun s\u00fcre y\u00fcksek kalmas\u0131ndan kazan\u00e7 sa\u011flayan opsiyon (belirli bir fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fme) stratejilerini daha cazip hale getiriyor.\n\nHisse senedi piyasalar\u0131 a\u00e7\u0131s\u0131ndan bu veri olumsuz; \u00f6zellikle bor\u00e7lanma maliyetlerine duyarl\u0131 b\u00fcy\u00fcme ve teknoloji hisseleri i\u00e7in. \u00d6n\u00fcm\u00fczdeki haftalarda olas\u0131 bir d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 Nasdaq 100 (NDX) \u00fczerinde put opsiyonu (belirli bir fiyattan satma hakk\u0131; d\u00fc\u015f\u00fc\u015ften korunma veya d\u00fc\u015f\u00fc\u015fe oynama arac\u0131) alarak riskten korunma (hedge) d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Z\u0131mni volatilite (opsiyon fiyatlar\u0131na yans\u0131yan beklenen oynakl\u0131k) artabilir; bu da VIX\u2019te (piyasadaki beklenen oynakl\u0131\u011f\u0131 g\u00f6steren endeks) uzun pozisyonlar\u0131 k\u0131sa vadede de\u011ferlendirilebilir k\u0131lar.\n\nBu \u00fccret verisi ayr\u0131ca \u00f6nemli; \u00e7\u00fcnk\u00fc ge\u00e7en ay \u00e7ekirdek T\u00dcFE (enerji ve g\u0131da gibi oynak kalemler hari\u00e7 enflasyon g\u00f6stergesi) %3,1 ile inat\u00e7\u0131 bi\u00e7imde y\u00fcksek kalm\u0131\u015ft\u0131 ve Fed\u2019in %2 hedefinin belirgin \u00fczerinde. \u00d6n\u00fcm\u00fczdeki hafta bir kez daha y\u00fcksek enflasyon verisi gelirse, y\u0131l ortas\u0131nda faiz indirimi ihtimali b\u00fcy\u00fck \u00f6l\u00e7\u00fcde g\u00fcndemden d\u00fc\u015febilir. Piyasa, \u201cyap\u0131\u015fkan enflasyon\u201d (kolay gerilemeyen, kal\u0131c\u0131 enflasyon) i\u015faretlerine \u00e7ok duyarl\u0131.\n\n

Dolarda Olas\u0131 G\u00fc\u00e7lenme<\/h3>\nBuna ba\u011fl\u0131 olarak ABD dolar\u0131n\u0131n di\u011fer b\u00fcy\u00fck para birimleri kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesi beklenebilir. Fed\u2019in faizi sabit tutmas\u0131, di\u011fer merkez bankalar\u0131 gev\u015femeyi (faiz indirimini) d\u00fc\u015f\u00fcn\u00fcrken dolar lehine faiz fark\u0131 (getiri fark\u0131) yarat\u0131r. Bu ayr\u0131\u015fmaya pozisyon almak i\u00e7in ABD Dolar Endeksi (DXY) \u00fczerinde call opsiyonlar\u0131 (belirli bir fiyattan alma hakk\u0131; y\u00fckseli\u015fe oynama arac\u0131) izleniyor.\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

S\u00fcrpriz \u00fccret art\u0131\u015f\u0131 Fed\u2019in elini ba\u011fl\u0131yor: ABD\u2019de saatlik kazan\u00e7lar \u015fubatta %0,4 artt\u0131, beklentiyi a\u015ft\u0131. \u0130ndirim ihtimali hazirana %35\u2019e d\u00fc\u015ft\u00fc; dolar g\u00fc\u00e7lenebilir, Nasdaq\u2019ta risk art\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-29778","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29778","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=29778"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29778\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}