{"id":29846,"date":"2026-03-09T04:01:51","date_gmt":"2026-03-09T04:01:51","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/subat-ayinda-cinde-aylik-tufe-artisi-1e-yukseldi-onceki-02\/"},"modified":"2026-03-09T04:01:51","modified_gmt":"2026-03-09T04:01:51","slug":"subat-ayinda-cinde-aylik-tufe-artisi-1e-yukseldi-onceki-02","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/subat-ayinda-cinde-aylik-tufe-artisi-1e-yukseldi-onceki-02\/","title":{"rendered":"\u015eubat ay\u0131nda \u00c7in\u2019de ayl\u0131k T\u00dcFE art\u0131\u015f\u0131 %1\u2019e y\u00fckseldi (\u00f6nceki: %0,2)"},"content":{"rendered":"\u00c7in\u2019in t\u00fcketici fiyat endeksi (T\u00dcFE) \u015fubatta bir \u00f6nceki aya g\u00f6re y\u00fczde 1 artt\u0131. Bu oran, \u00f6nceki aydaki y\u00fczde 0,2 art\u0131\u015f\u0131n \u00fczerinde ger\u00e7ekle\u015fti.\n\nAyl\u0131k enflasyonun y\u00fczde 1\u2019e \u00e7\u0131kmas\u0131, bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en y\u00fcksek seviyesi. Bu tablo, 2025\u2019in ikinci yar\u0131s\u0131nda \u00f6ne \u00e7\u0131kan \u201cdeflasyon\u201d (fiyatlar\u0131n genel d\u00fczeyinin d\u00fc\u015fmesi) anlat\u0131s\u0131n\u0131 zorluyor. \u015eimdi, bunun Ay Yeni Y\u0131l\u0131 tatilinin yaratt\u0131\u011f\u0131 ge\u00e7ici bir s\u0131\u00e7rama m\u0131, yoksa ekonomide ger\u00e7ek bir toparlanman\u0131n ba\u015flang\u0131c\u0131 m\u0131 oldu\u011funu sorgulamak gerekiyor. Bu belirsizlik, \u00f6n\u00fcm\u00fczdeki haftalarda i\u015flem f\u0131rsatlar\u0131 yaratabilir.\n\nBu veri, \u00c7in Merkez Bankas\u0131\u2019n\u0131n (PBoC) bir sonraki ad\u0131m\u0131n\u0131 zorla\u015ft\u0131r\u0131yor. PBoC, 2025\u2019in sonlar\u0131nda b\u00fcy\u00fcmeyi desteklemek i\u00e7in zorunlu kar\u015f\u0131l\u0131k oran\u0131n\u0131 (bankalar\u0131n mevduat\u0131n bir k\u0131sm\u0131n\u0131 merkez bankas\u0131nda tutma y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc) d\u00fc\u015f\u00fcrm\u00fc\u015ft\u00fc. Ek gev\u015feme (faiz ve likidite ko\u015fullar\u0131n\u0131n daha da rahatlat\u0131lmas\u0131) bekleyen yat\u0131r\u0131mc\u0131lar haz\u0131rl\u0131ks\u0131z yakalanabilir. Bu da, k\u0131sa vadeli faiz takaslar\u0131nda (faiz oran\u0131na ba\u011fl\u0131 t\u00fcrev s\u00f6zle\u015fmeler) \u201cfaizler g\u00fc\u00e7l\u00fc kal\u0131r\u201d y\u00f6n\u00fcnde pozisyon alanlar i\u00e7in f\u0131rsat do\u011furabilir. PBoC\u2019nin a\u00e7\u0131k piyasa i\u015flemlerini (piyasaya para verme\/\u00e7ekme yoluyla likiditeyi ayarlama) yak\u0131ndan izlemek, likidite politikas\u0131nda olas\u0131 bir de\u011fi\u015fimi g\u00f6rmek a\u00e7\u0131s\u0131ndan \u00f6nemli.\n\nD\u00f6viz taraf\u0131nda bu enflasyon verisi, yuan i\u00e7in destekleyici. Yuan dolar kar\u015f\u0131s\u0131nda zay\u0131f seyretti; ancak merkez bankas\u0131 gev\u015femeye ara vermek zorunda kal\u0131rsa bu durum para birimini g\u00fc\u00e7lendirebilir. Olas\u0131 y\u00fckseli\u015ften s\u0131n\u0131rl\u0131 riskle yararlanmak i\u00e7in offshore yuan (CNH: \u00c7in yuan\u0131n\u0131n ana kara d\u0131\u015f\u0131ndaki piyasada i\u015flem g\u00f6ren t\u00fcr\u00fc) \u00fczerinde al\u0131m opsiyonlar\u0131 (call: belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) de\u011ferlendirilebilir.\n\nDaha g\u00fc\u00e7l\u00fc i\u00e7 talep sinyali, emtialar i\u00e7in de \u00f6nemli bir etken. \u00c7in, d\u00fcnyan\u0131n rafine bak\u0131r t\u00fcketiminin yar\u0131dan fazlas\u0131n\u0131 yap\u0131yor. Bak\u0131r fiyatlar\u0131, arz endi\u015feleri ve toparlanma beklentileriyle bu y\u0131l y\u00fczde 5\u2019ten fazla artarak ton ba\u015f\u0131na yakla\u015f\u0131k 8.900 dolara \u00e7\u0131kt\u0131. Bu enflasyon raporu, sanayi metalleri ve enerji vadeli i\u015flemlerinde (futures: belirli tarihte belirli fiyattan al\u0131m-sat\u0131m taahh\u00fcd\u00fc i\u00e7eren s\u00f6zle\u015fmeler) al\u0131m opsiyonlar\u0131n\u0131 destekler nitelikte.\n\nHisse senedi taraf\u0131nda ise temkinli olmak gerekiyor; piyasa, olumlu b\u00fcy\u00fcme i\u015faretleri ile daha az te\u015fvik (destek) riski aras\u0131nda s\u0131k\u0131\u015fm\u0131\u015f durumda. Hang Seng ve CSI 300, g\u00fc\u00e7l\u00fc t\u00fcketici verisiyle k\u0131sa vadede destek bulabilir; ancak PBoC\u2019nin daha az destekleyici bir duru\u015fa d\u00f6nd\u00fc\u011f\u00fcne dair i\u015faretler y\u00fckseli\u015fi s\u0131n\u0131rlayabilir. Mart verilerini g\u00f6rmeden, endeks vadeli i\u015flemlerinde b\u00fcy\u00fck \u00f6l\u00e7ekli y\u00fckseli\u015f y\u00f6nl\u00fc pozisyonlar olu\u015fturmak do\u011fru olmayabilir.\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>\u00c7in\u2019de T\u00dcFE \u015fubatta ayl\u0131k %1\u2019e f\u0131rlad\u0131; deflasyon anlat\u0131s\u0131 \u00e7at\u0131rd\u0131yor. Bu art\u0131\u015f PBoC\u2019yi k\u00f6\u015feye s\u0131k\u0131\u015ft\u0131r\u0131p gev\u015femeyi geciktirebilir: yuan desteklenir, swap\/opsiyon ve bak\u0131rda f\u0131rsat do\u011far.<\/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-29846","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\/29846","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=29846"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29846\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}