{"id":30473,"date":"2026-03-17T03:08:15","date_gmt":"2026-03-17T03:08:15","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/subat-ayinda-guney-korenin-ihracat-fiyatlari-yillik-bazda-%107-artti-onceki-donemde-78-artis-kaydedilmisti\/"},"modified":"2026-03-17T03:08:15","modified_gmt":"2026-03-17T03:08:15","slug":"subat-ayinda-guney-korenin-ihracat-fiyatlari-yillik-bazda-%107-artti-onceki-donemde-78-artis-kaydedilmisti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/subat-ayinda-guney-korenin-ihracat-fiyatlari-yillik-bazda-%107-artti-onceki-donemde-78-artis-kaydedilmisti\/","title":{"rendered":"\u015eubat ay\u0131nda G\u00fcney Kore\u2019nin ihracat fiyatlar\u0131 y\u0131ll\u0131k bazda %10,7 artt\u0131; \u00f6nceki d\u00f6nemde %7,8 art\u0131\u015f kaydedilmi\u015fti."},"content":{"rendered":"G\u00fcney Kore\u2019de ihracat fiyat art\u0131\u015f\u0131 \u015eubat ay\u0131nda y\u0131ll\u0131k bazda %10,7\u2019ye y\u00fckseldi. Bu oran \u00f6nceki d\u00f6nemde %7,8\u2019di.\n\nArt\u0131\u015f, \u00f6nceki veriye g\u00f6re 2,9 y\u00fczde puan. Veriler \u015eubat ay\u0131na ait ve ihracat fiyatlar\u0131n\u0131 bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131yor.\n\n

K\u00fcresel Enflasyon Sinyalleri<\/h3>\nG\u00fcney Kore ihracat fiyatlar\u0131ndaki bu s\u0131\u00e7rama, k\u00fcresel enflasyon bask\u0131lar\u0131n\u0131n (fiyat art\u0131\u015f\u0131n\u0131n) beklenildi\u011fi kadar h\u0131zl\u0131 zay\u0131flamad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Yar\u0131 iletkenler (\u00e7ipler) ve sanayi \u00fcr\u00fcnlerinde \u00f6nemli bir tedarik\u00e7i olan Kore\u2019nin fiyatlar\u0131, d\u00fcnya genelinde maliyetler i\u00e7in \u201c\u00f6nc\u00fc g\u00f6sterge\u201ddir (di\u011fer \u00fclkelerdeki fiyatlara erken sinyal verir). Bu nedenle son aylarda g\u00fc\u00e7lenen \u201cdezenflasyon\u201d (enflasyonun h\u0131z kesmesi) beklentisi yeniden sorgulanmal\u0131.\n\n\u015eubat 2026 sonunda politika faizini %3,5\u2019te sabit tutan (faizi de\u011fi\u015ftirmeyen) Kore Merkez Bankas\u0131 (Bank of Korea), s\u0131k\u0131 para politikas\u0131 \u00e7izgisini korumak zorunda kalabilir. Bu veri, yak\u0131n vadede faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 azalt\u0131yor ve Kore wonunda (KRW) g\u00fc\u00e7l\u00fc pozisyon alma g\u00f6r\u00fc\u015f\u00fcn\u00fc destekliyor. USD\/KRW d\u00f6viz paritesinin (ABD dolar\u0131\/Kore wonu kuru) 1.340 civar\u0131ndaki son \u201cdestek\u201d seviyesinin (d\u00fc\u015f\u00fc\u015fte al\u0131c\u0131lar\u0131n \u00e7\u0131kt\u0131\u011f\u0131 seviye) alt\u0131na sark\u0131p sarkmayaca\u011f\u0131 izleniyor.\n\nHisse senedi piyasalar\u0131 i\u00e7in bu geli\u015fme olumsuz; \u00e7\u00fcnk\u00fc kal\u0131c\u0131 enflasyon, bor\u00e7lanma maliyetlerinin (kredi faizlerinin) daha uzun s\u00fcre y\u00fcksek kalmas\u0131 anlam\u0131na geliyor. 2025 boyunca KOSPI endeksinin enflasyon s\u00fcrprizlerine ne kadar duyarl\u0131 oldu\u011fu, s\u0131k s\u0131k sert sat\u0131\u015flarla g\u00f6r\u00fcld\u00fc. T\u00fcrev \u00fcr\u00fcn (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fme) i\u015flemi yapan yat\u0131r\u0131mc\u0131lar, bu riske kar\u015f\u0131 do\u011frudan korunma (hedge) amac\u0131yla KOSPI 200 \u00fczerinde sat\u0131m opsiyonu (put: belirli fiyattan satma hakk\u0131) almay\u0131 de\u011ferlendirebilir.\n\nBu veri, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de etkiliyor. ABD\u2019de \u00e7ekirdek PCE enflasyonu (g\u0131da ve enerji hari\u00e7 ki\u015fisel t\u00fcketim harcamalar\u0131 fiyat art\u0131\u015f\u0131) Ocak 2026 raporunda %2,9\u2019a y\u00fckselmi\u015fti; ithalat maliyetlerindeki bu art\u0131\u015f Fed\u2019in karar s\u00fcrecini zorla\u015ft\u0131rabilir. Vadeli i\u015flem piyasas\u0131n\u0131n (futures: ileri tarihli al\u0131m-sat\u0131m s\u00f6zle\u015fmeleri) daha \u00f6nce yakla\u015f\u0131k %55 olarak fiyatlad\u0131\u011f\u0131 Haziran faiz indirimi olas\u0131l\u0131\u011f\u0131 belirgin \u015fekilde d\u00fc\u015febilir.\n\nGenel belirsizli\u011fin artmas\u0131, \u00f6n\u00fcm\u00fczdeki haftalarda piyasa oynakl\u0131\u011f\u0131n\u0131n (fiyat dalgalanmas\u0131n\u0131n) y\u00fckselmesine i\u015faret ediyor. Kore\u2019nin oynakl\u0131k endeksi VKOSPI (piyasadaki beklenen dalgalanmay\u0131 \u00f6l\u00e7en endeks) bu haberle %12\u2019nin \u00fczerinde artarak 19\u2019a yakla\u015ft\u0131. B\u00fcy\u00fck ETF\u2019lerde (borsada i\u015flem g\u00f6ren fon) straddle (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m ve sat\u0131m opsiyonunu birlikte alma stratejisi) gibi \u201cuzun volatilite\u201d (oynakl\u0131k art\u0131\u015f\u0131ndan kazan\u00e7 hedefleyen) stratejiler daha temkinli bir yakla\u015f\u0131m olabilir.\n\n

Market Volatility Outlook<\/h3>\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":"

Kritik sinyal: G\u00fcney Kore\u2019de ihracat fiyat art\u0131\u015f\u0131 \u015eubat\u2019ta %10,7\u2019ye s\u0131\u00e7rad\u0131 (\u00f6nceki %7,8). K\u00fcresel dezenflasyon sorgulan\u0131rken faiz indirimi ihtimali azal\u0131yor; KRW, KOSPI ve volatilite g\u00fcndemde.<\/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-30473","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\/30473","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=30473"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30473\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}