{"id":30433,"date":"2026-03-16T17:02:26","date_gmt":"2026-03-16T17:02:26","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/kanadada-cekirdek-tufe-subatta-aylik-bazda-02-artti-bu-ekonomide-temel-enflasyonist-baskilarin-istikrarli-seyrine-isaret-ediyor\/"},"modified":"2026-03-16T17:02:26","modified_gmt":"2026-03-16T17:02:26","slug":"kanadada-cekirdek-tufe-subatta-aylik-bazda-02-artti-bu-ekonomide-temel-enflasyonist-baskilarin-istikrarli-seyrine-isaret-ediyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/kanadada-cekirdek-tufe-subatta-aylik-bazda-02-artti-bu-ekonomide-temel-enflasyonist-baskilarin-istikrarli-seyrine-isaret-ediyor\/","title":{"rendered":"Kanada\u2019da \u00e7ekirdek T\u00dcFE \u015fubatta ayl\u0131k bazda %0,2 artt\u0131; bu, ekonomide temel enflasyonist bask\u0131lar\u0131n istikrarl\u0131 seyrine i\u015faret ediyor"},"content":{"rendered":"Kanada\u2019n\u0131n \u00e7ekirdek T\u00fcketici Fiyat Endeksi (T\u00dcFE), \u015eubat ay\u0131nda ayl\u0131k bazda %0,2 artt\u0131.\n\nBu veri, Kanada\u2019da \u00e7ekirdek t\u00fcketici enflasyonunun (enerji ve g\u0131da gibi fiyat\u0131 s\u0131k dalgalanan kalemler hari\u00e7) ayl\u0131k de\u011fi\u015fimini \u00f6l\u00e7er.\n\n<h3>\u00c7ekirdek Enflasyon Y\u00fcksek Seyretmeye Devam Ediyor<\/h3>\n\u015eubat \u00e7ekirdek T\u00dcFE ayl\u0131k %0,2 geldi; bu oran y\u0131ll\u0131kland\u0131r\u0131ld\u0131\u011f\u0131nda (ayl\u0131k art\u0131\u015f\u0131n 12 aya yay\u0131lmas\u0131yla) %2,4\u2019e i\u015faret ediyor ve enflasyonun inat\u00e7\u0131 \u015fekilde y\u00fcksek kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu g\u00f6r\u00fcn\u00fcm, Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) temkinli kalaca\u011f\u0131n\u0131 ve Nisan\u2019daki toplant\u0131s\u0131nda faiz indirimi yapma olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fck oldu\u011funu destekliyor. Enflasyonu %2 hedefine indirme s\u00fcreci, tahmin edilenden daha yava\u015f ilerliyor.\n\nBu veri, piyasan\u0131n mevcut fiyatlamas\u0131na da ters d\u00fc\u015f\u00fcyor. Gecelik Endeks Swaplar\u0131 (OIS: politika faizine ili\u015fkin beklentileri yans\u0131tan faiz takas\u0131 i\u015flemleri) h\u00e2l\u00e2 Haziran\u2019a kadar faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 %40\u2019\u0131n \u00fczerinde ima ediyor. Bu nedenle, CORRA faizine ba\u011fl\u0131 vadeli i\u015flem kontratlar\u0131n\u0131 (CORRA: Kanada\u2019da gecelik risksiz referans faiz oran\u0131; vadeli kontrat: ileri tarihte belirli fiyattan al\u0131m-sat\u0131m anla\u015fmas\u0131) satmay\u0131, yani yak\u0131n vadede faiz indirimi olmad\u0131\u011f\u0131 senaryosuna oynamay\u0131 cazip g\u00f6r\u00fcyoruz. 2025\u2019e bak\u0131ld\u0131\u011f\u0131nda, benzer \u015fekilde kal\u0131c\u0131 enflasyon verilerinin BoC\u2019nin y\u00f6n de\u011fi\u015fikli\u011fini (faiz indirim d\u00f6ng\u00fcs\u00fcne ge\u00e7i\u015fi) iki \u00e7eyrek boyunca geciktirdi\u011fini hat\u0131rl\u0131yoruz.\n\nDaha \u201c\u015fahin\u201d bir merkez bankas\u0131 (\u015fahin: enflasyonla m\u00fccadele i\u00e7in faizi y\u00fcksek tutma e\u011filiminde) Kanada dolar\u0131na destek verebilir. Son istihdam verileri de ekonomik g\u00fcc\u00fcn s\u00fcrd\u00fc\u011f\u00fcn\u00fc, i\u015fsizli\u011fin %5,5\u2019te kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Faiz fark\u0131 anlat\u0131s\u0131 de\u011fi\u015ftik\u00e7e (faiz fark\u0131: iki \u00fclke faizleri aras\u0131ndaki fark), \u201cloonie\u201dnin (Kanada dolar\u0131) ABD dolar\u0131na kar\u015f\u0131 g\u00fc\u00e7lenme potansiyeli g\u00f6r\u00fcyoruz. Kurun 1,35 seviyesinden 1,33\u2019e do\u011fru hareketinden faydalanan opsiyon stratejileri (opsiyon: belirli tarihe kadar belirli fiyattan al\u0131m-sat\u0131m hakk\u0131) de\u011ferlendirilebilir.\n\nHisse senetleri taraf\u0131nda ise bor\u00e7lanma maliyetlerinin y\u00fcksek kalmas\u0131 S&#038;P\/TSX 60 endeksi i\u00e7in bask\u0131 unsuru olabilir. Faize duyarl\u0131 sekt\u00f6rler olan gayrimenkul ve kamu hizmetleri (elektrik-su-do\u011falgaz gibi) bu \u201cuzun s\u00fcre y\u00fcksek faiz\u201d ortam\u0131nda daha fazla zorlanabilir. Endeks \u00fczerinde koruyucu sat\u0131m opsiyonlar\u0131n\u0131n (protective put: d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 sigorta ama\u00e7l\u0131 sat\u0131m opsiyonu almak) \u00f6n\u00fcm\u00fczdeki haftalarda olas\u0131 bir gerilemeye kar\u015f\u0131 makul bir koruma sa\u011flayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.\n\n<h3>Uzun S\u00fcre Y\u00fcksek Faizde Hisse Riskleri<\/h3>\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>Kanada\u2019da \u015fubat \u00e7ekirdek T\u00dcFE ayl\u0131k %0,2 artt\u0131; enflasyonun inat\u00e7\u0131 seyrini teyit ederek BoC\u2019nin nisan indirimi olas\u0131l\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcrd\u00fc. Loonie g\u00fc\u00e7lenebilir; TSX60\u2019ta koruma \u00f6neriliyor.<\/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-30433","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\/30433","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=30433"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30433\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}