{"id":29834,"date":"2026-03-09T00:58:51","date_gmt":"2026-03-09T00:58:51","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/japonyada-yillik-bazda-nakit-ucret-kazanclari-ocak-ayinda-onceki-24-seviyesinden-3e-yukseldi\/"},"modified":"2026-03-09T00:58:51","modified_gmt":"2026-03-09T00:58:51","slug":"japonyada-yillik-bazda-nakit-ucret-kazanclari-ocak-ayinda-onceki-24-seviyesinden-3e-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/japonyada-yillik-bazda-nakit-ucret-kazanclari-ocak-ayinda-onceki-24-seviyesinden-3e-yukseldi\/","title":{"rendered":"Japonya\u2019da y\u0131ll\u0131k bazda nakit \u00fccret kazan\u00e7lar\u0131 Ocak ay\u0131nda \u00f6nceki %2,4 seviyesinden %3\u2019e y\u00fckseldi"},"content":{"rendered":"Japonya\u2019da y\u0131ll\u0131k bazda (y\u0131ldan y\u0131la) i\u015fg\u00fcc\u00fc nakdi kazan\u00e7lar\u0131 Ocak ay\u0131nda %3\u2019e y\u00fckseldi. Bu oran, \u00f6nceki d\u00f6nemde %2,4 seviyesindeydi.\n\nVeriler, y\u0131l\u0131n ba\u015f\u0131nda kazan\u00e7 art\u0131\u015f h\u0131z\u0131n\u0131n y\u00fckseldi\u011fini g\u00f6steriyor. G\u00fcncellemede ek detay payla\u015f\u0131lmad\u0131.\n\n<h3>\u00dccret Art\u0131\u015f\u0131 Politika De\u011fi\u015fimini \u0130\u015faret Ediyor<\/h3>\n\nOcak ay\u0131ndaki %3\u2019l\u00fck \u00fccret art\u0131\u015f\u0131, belirgin bir h\u0131zlanma ve Japonya Merkez Bankas\u0131 (BOJ) i\u00e7in kritik bir veri. Para politikas\u0131 taraf\u0131nda bu t\u00fcr kal\u0131c\u0131 \u00fccret bask\u0131s\u0131, yetkililerin negatif faizden (faiz oran\u0131n\u0131n s\u0131f\u0131r\u0131n alt\u0131na \u00e7ekilmesi) \u00e7\u0131k\u0131\u015f\u0131 gerek\u00e7elendirmek i\u00e7in arad\u0131\u011f\u0131 ko\u015fullardan biri. Bu nedenle 18-19 Mart\u2019taki politika toplant\u0131s\u0131, \u201ctarihi\u201d bir de\u011fi\u015fim ihtimali a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenecek.\n\nPolitikan\u0131n normalle\u015fmesi (\u00e7ok gev\u015fek politikan\u0131n kademeli olarak daha s\u0131k\u0131\/normal seviyelere \u00e7ekilmesi) yenin g\u00fc\u00e7lenmesine yol a\u00e7abilir. Son \u00e7ekirdek enflasyon verisi (enerji ve g\u0131da gibi oynak kalemler hari\u00e7 enflasyon) %2 hedefinin \u00fczerinde seyretti\u011fi i\u00e7in faiz art\u0131\u015f\u0131 (rate hike) olas\u0131l\u0131\u011f\u0131 g\u00fc\u00e7leniyor. Bu durum USD\/JPY paritesini (ABD dolar\u0131\/Japon yeni kuru) 145 civar\u0131ndan 140\u2019a do\u011fru \u00e7ekebilir. \u00d6n\u00fcm\u00fczdeki haftalarda USD\/JPY\u2019de \u201cput\u201d (kur d\u00fc\u015ferse de\u011fer kazanan opsiyon) almak veya do\u011frudan yen \u00fczerine \u201ccall\u201d (kur y\u00fckselirse de\u011fer kazanan opsiyon; burada yenin dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesi y\u00f6n\u00fcnde) almak de\u011ferlendirilebilir.\n\nG\u00fc\u00e7l\u00fc yen, tarihsel olarak Japon hisseleri i\u00e7in olumsuzdur; \u00e7\u00fcnk\u00fc b\u00fcy\u00fck ihracat\u00e7\u0131lar\u0131n yurt d\u0131\u015f\u0131 gelirleri yene \u00e7evrildi\u011finde daha d\u00fc\u015f\u00fck g\u00f6r\u00fcnebilir. 2025\u2019e bak\u0131ld\u0131\u011f\u0131nda, Nikkei 225 endeksi yenin h\u0131zl\u0131 de\u011fer kazand\u0131\u011f\u0131 d\u00f6nemlerde sert geri \u00e7ekilmeler ya\u015fam\u0131\u015ft\u0131. Bu nedenle Nikkei 225 \u00fczerinde put opsiyonu almak, hem korunma (hedge: portf\u00f6y\u00fc olumsuz harekete kar\u015f\u0131 dengeleme) hem de olas\u0131 bir d\u00fczeltmeye y\u00f6nelik pozisyon i\u00e7in kullan\u0131labilir.\n\n<h3>Artan Oynakl\u0131\u011fa G\u00f6re Pozisyon Alma<\/h3>\n\nJaponya\u2019n\u0131n uzun s\u00fcredir devam eden ultra gev\u015fek para politikas\u0131n\u0131 bitirme ihtimali, piyasada belirsizli\u011fi art\u0131r\u0131yor. Bunun sonucu olarak yen \u00e7aprazlar\u0131 ve Nikkei \u00fczerinde \u201cima edilen oynakl\u0131k\u201d (implied volatility: opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma) ge\u00e7en y\u0131l g\u00f6r\u00fclen \u00e7ok y\u0131ll\u0131k diplerden y\u00fckseliyor. Yat\u0131r\u0131mc\u0131lar bunu \u201cuzun straddle\u201d gibi opsiyon stratejileriyle de\u011ferlendirebilir; bu strateji, fiyat\u0131n hangi y\u00f6ne gitti\u011finden ba\u011f\u0131ms\u0131z olarak g\u00fc\u00e7l\u00fc bir hareket olursa kazan\u00e7 hedefler (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyat\u0131ndan call ve put almak).\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b>\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>Japonya\u2019da nakdi kazan\u00e7lar Ocak\u2019ta y\u0131ll\u0131k %3\u2019e \u00e7\u0131kt\u0131; BOJ\u2019un negatif faizden \u00e7\u0131k\u0131\u015f\u0131 masada. Yen g\u00fc\u00e7lenebilir, USD\/JPY 140\u2019a sarkabilir. Nikkei riskli; opsiyonlarla hedge\/straddle \u00f6ne \u00e7\u0131k\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-29834","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\/29834","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=29834"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29834\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}