{"id":29803,"date":"2026-03-06T23:57:07","date_gmt":"2026-03-06T23:57:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ing-ekonomistleri-kis-ikramiyelerindeki-artis-ve-enflasyonun-ucretler-uzerindeki-baskisinin-azalmasiyla-japonyanin-2025-4-ceyrek-gsyh-revizyonunun-yukari-yonlu-olmasini-bekliyor\/"},"modified":"2026-03-06T23:57:07","modified_gmt":"2026-03-06T23:57:07","slug":"ing-ekonomistleri-kis-ikramiyelerindeki-artis-ve-enflasyonun-ucretler-uzerindeki-baskisinin-azalmasiyla-japonyanin-2025-4-ceyrek-gsyh-revizyonunun-yukari-yonlu-olmasini-bekliyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ing-ekonomistleri-kis-ikramiyelerindeki-artis-ve-enflasyonun-ucretler-uzerindeki-baskisinin-azalmasiyla-japonyanin-2025-4-ceyrek-gsyh-revizyonunun-yukari-yonlu-olmasini-bekliyor\/","title":{"rendered":"ING ekonomistleri, k\u0131\u015f ikramiyelerindeki art\u0131\u015f ve enflasyonun \u00fccretler \u00fczerindeki bask\u0131s\u0131n\u0131n azalmas\u0131yla Japonya\u2019n\u0131n 2025 4. \u00e7eyrek GSYH revizyonunun yukar\u0131 y\u00f6nl\u00fc olmas\u0131n\u0131 bekliyor"},"content":{"rendered":"Japonya, gelecek hafta 2025 4. \u00e7eyrek GSYH (Gayrisafi Yurt \u0130\u00e7i Has\u0131la) verisini a\u00e7\u0131klayacak. Ayn\u0131 d\u00f6nemde \u00c7in\u2019in enflasyon ve d\u0131\u015f ticaret verileri de gelecek. Japonya\u2019n\u0131n 2025 4. \u00e7eyrek GSYH\u2019sinde yukar\u0131 y\u00f6nl\u00fc revizyon bekleniyor.\n\nMevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f \u00e7eyreklik GSYH b\u00fcy\u00fcmesinin %0,1\u2019den %0,3\u2019e y\u00fckseltilmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bu beklenti, ge\u00e7en hafta a\u00e7\u0131klanan ve tahminleri a\u015fan sermaye harcamalar\u0131 (\u015firketlerin makine, ekipman ve tesis yat\u0131r\u0131mlar\u0131) verisine dayan\u0131yor.\n\n<h3>Japonya B\u00fcy\u00fcme G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\nG\u00fc\u00e7l\u00fc k\u0131\u015f ikramiyeleri sayesinde \u00fccret ve maa\u015f \u00f6demelerinin artmas\u0131 bekleniyor. Enflasyonun (fiyat art\u0131\u015f h\u0131z\u0131) yava\u015flamas\u0131yla, enflasyondan ar\u0131nd\u0131r\u0131lm\u0131\u015f reel kazan\u00e7lar\u0131n yeniden art\u0131ya d\u00f6nmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.\n\n\u00dcretici fiyat enflasyonunun (\u00dcFE; \u00fcreticinin maliyetlerindeki fiyat art\u0131\u015f\u0131) %2,2 seviyesinde yatay kalmas\u0131 bekleniyor. Makalede, bir Yapay Zek\u00e2 arac\u0131 kullan\u0131ld\u0131\u011f\u0131 ve edit\u00f6r taraf\u0131ndan incelendi\u011fi belirtiliyor.\n\n<h3>\u0130\u015flem Stratejisi A\u00e7\u0131s\u0131ndan Sonu\u00e7lar<\/h3>\nBu g\u00f6r\u00fcn\u00fcmle birlikte, Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) yakla\u015fan mart toplant\u0131s\u0131nda ad\u0131m atmak zorunda kalabilece\u011fi de\u011ferlendiriliyor. BoJ\u2019un 2024\u2019te negatif faiz politikas\u0131n\u0131 (faizin s\u0131f\u0131r\u0131n alt\u0131na indirildi\u011fi uygulama) sonland\u0131rmas\u0131n\u0131n ard\u0131ndan, piyasa art\u0131k enflasyon beklentilerini (gelecekteki fiyat art\u0131\u015f\u0131 beklentisi) kontrol alt\u0131nda tutmak i\u00e7in daha \u201c\u015fahin\u201d (faiz art\u0131\u015f\u0131na daha yak\u0131n, s\u0131k\u0131 duru\u015f) bir \u00e7izgiyi fiyatl\u0131yor. Gelecek bir faiz art\u0131r\u0131m\u0131na ili\u015fkin olas\u0131l\u0131k son bir ayda belirgin \u015fekilde y\u00fckseldi.\n\nYat\u0131r\u0131mc\u0131lar, ABD ile Japonya aras\u0131ndaki para politikas\u0131 ayr\u0131\u015fmas\u0131 (faiz ve politika y\u00f6n\u00fc fark\u0131) azalmaya ba\u015flarken, yenin dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesine y\u00f6nelik pozisyon almay\u0131 d\u00fc\u015f\u00fcnebilir. \u0130kinci \u00e7eyrekte vadesi olan JPY al\u0131m opsiyonu (call; belirli fiyattan alma hakk\u0131) veya USD sat\u0131m opsiyonu (put; belirli fiyattan satma hakk\u0131) almak, beklenen para politikas\u0131 de\u011fi\u015fiminden yararlanman\u0131n bir yolu olabilir. 2024 ve 2025\u2019teki uzun s\u00fcreli yen zay\u0131fl\u0131\u011f\u0131n\u0131n ard\u0131ndan, kurda d\u00f6n\u00fcm noktas\u0131na yakla\u015f\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.\n\nYenin h\u0131zl\u0131 de\u011fer kazanmas\u0131, 2024 ve 2025\u2019te zay\u0131f kurdan faydalanan b\u00fcy\u00fck ihracat\u00e7\u0131lar\u0131 olumsuz etkileyebilir. Bu nedenle Nikkei 225 endeksinde sat\u0131m opsiyonu (put) almak, daha g\u00fc\u00e7l\u00fc para birimine kar\u015f\u0131 bir \u201ckorunma\u201d (hedge; risk azaltma) arac\u0131 olabilir. Bu strateji, Japon \u00e7ok uluslu \u015firketlerde k\u00e2r marjlar\u0131n\u0131n (sat\u0131\u015f k\u00e2r oran\u0131) daralmas\u0131 beklentisine odaklan\u0131r.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Piyasalar tetikte: Japonya\u2019n\u0131n 2025 4\u00c7 GSYH\u2019sinde %0,1\u2019den %0,3\u2019e revizyon ve \u00c7in verileri bekleniyor. G\u00fc\u00e7lenen \u00fccretler BoJ\u2019u martta \u015fahinle\u015ftirip yeni faiz art\u0131r\u0131m\u0131yla yeni g\u00fc\u00e7lenme dalgas\u0131 yaratabilir.<\/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-29803","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\/29803","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=29803"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29803\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}