{"id":30667,"date":"2026-03-19T01:03:16","date_gmt":"2026-03-19T01:03:16","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ocak-ayinda-abdnin-toplam-net-tic-akimlari-25-milyar-dolara-gerileyerek-onceki-donemdeki-449-milyar-dolardan-dustu\/"},"modified":"2026-03-19T01:03:16","modified_gmt":"2026-03-19T01:03:16","slug":"ocak-ayinda-abdnin-toplam-net-tic-akimlari-25-milyar-dolara-gerileyerek-onceki-donemdeki-449-milyar-dolardan-dustu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ocak-ayinda-abdnin-toplam-net-tic-akimlari-25-milyar-dolara-gerileyerek-onceki-donemdeki-449-milyar-dolardan-dustu\/","title":{"rendered":"Ocak ay\u0131nda ABD\u2019nin toplam net TIC ak\u0131mlar\u0131 -25 milyar dolara gerileyerek \u00f6nceki d\u00f6nemdeki 44,9 milyar dolardan d\u00fc\u015ft\u00fc"},"content":{"rendered":"ABD\u2019nin toplam net Hazine Uluslararas\u0131 Sermaye (TIC) ak\u0131mlar\u0131 Ocak\u2019ta -25 milyar dolara geriledi; \u00f6nceki d\u00f6nemde 44,9 milyar dolar seviyesindeydi.\n\nBu, ay i\u00e7inde net giri\u015ften net \u00e7\u0131k\u0131\u015fa ge\u00e7i\u015fe i\u015faret ediyor.\n\nOcak\u2019taki -25 milyar dolarl\u0131k net \u00e7\u0131k\u0131\u015f, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ABD varl\u0131klar\u0131nda ald\u0131klar\u0131ndan daha fazlas\u0131n\u0131 satt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu, daha \u00f6nceki 44,9 milyar dolarl\u0131k net giri\u015fin tersine d\u00f6n\u00fc\u015f\u00fc ve uluslararas\u0131 talebin zay\u0131flad\u0131\u011f\u0131na i\u015faret ediyor.\n\nBu veri, ABD dolar\u0131n\u0131n g\u00fcc\u00fcn\u00fc sorgulat\u0131yor; \u00e7\u00fcnk\u00fc daha az yabanc\u0131 al\u0131c\u0131, dolara daha az talep demektir. Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 g\u00fcc\u00fcn\u00fc \u00f6l\u00e7en g\u00f6sterge) son d\u00f6nemde 104,5 civar\u0131nda dar bir bantta hareket ederken, dolar takip eden ETF\u2019lerde (borsada i\u015flem g\u00f6ren fon) sat\u0131m (put) opsiyonu (belirli fiyattan satma hakk\u0131) almak veya dolar vadeli i\u015flemlerinde (gelecekteki bir tarihte belirli fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmesi) k\u0131sa pozisyon (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne oynayan i\u015flem) a\u00e7mak g\u00fcndeme gelebilir. Ama\u00e7, sermaye \u00e7\u0131k\u0131\u015flar\u0131 h\u0131zlan\u0131rsa mevcut sakin seyrin bozulmas\u0131na kar\u015f\u0131 pozisyon almakt\u0131r.\n\nYabanc\u0131 yat\u0131r\u0131m\u0131n zay\u0131flamas\u0131, ABD Hazine tahvilleri i\u00e7in (devlet bor\u00e7lanma k\u00e2\u011f\u0131d\u0131) daha olumsuz bir tablo yarat\u0131r: fiyatlar d\u00fc\u015febilir, getiriler (tahvil faizi) y\u00fckselebilir. 10 y\u0131ll\u0131k tahvil faizi h\u00e2lihaz\u0131rda %4,3 civar\u0131nda seyrederken, yabanc\u0131 sat\u0131\u015flar\u0131n\u0131n s\u00fcrmesi faizi daha da yukar\u0131 itebilir. Bu nedenle faiz vadeli i\u015flemleriyle (faiz beklentisine g\u00f6re i\u015flem yap\u0131lan s\u00f6zle\u015fme) y\u00fckselen faiz senaryosuna y\u00f6nelik pozisyonlar veya uzun vadeli tahvil ETF\u2019lerinde sat\u0131m opsiyonu de\u011ferlendirilebilir.\n\nY\u00fcksek faiz ile zay\u0131f dolar ihtimali ayn\u0131 anda g\u00fcndeme gelince, piyasa oynakl\u0131\u011f\u0131n\u0131n artmas\u0131 olas\u0131. VIX endeksi (S&#038;P 500 i\u00e7in beklenen oynakl\u0131\u011f\u0131 \u00f6l\u00e7en \u201ckorku endeksi\u201d) son ay\u0131n \u00e7o\u011funda 15\u2019in alt\u0131nda kalarak d\u00fc\u015f\u00fck seyretti; bu da al\u0131m (call) opsiyonlar\u0131n\u0131 (belirli fiyattan alma hakk\u0131) g\u00f6rece ucuz b\u0131rak\u0131r. Bu durum, \u00f6n\u00fcm\u00fczdeki haftalarda olas\u0131 bir piyasa sars\u0131nt\u0131s\u0131na kar\u015f\u0131 korunma (hedge: riski azaltmak i\u00e7in kar\u015f\u0131 pozisyon alma) f\u0131rsat\u0131 olarak g\u00f6r\u00fclebilir.\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>TIC\u2019te sert d\u00f6n\u00fc\u015f: ABD\u2019ye net sermaye ak\u0131m\u0131 Ocak\u2019ta 44,9 milyar $ giri\u015ften 25 milyar $ \u00e7\u0131k\u0131\u015fa indi; dolar talebi zay\u0131fl\u0131yor, faizler y\u00fckselebilir, VIX d\u00fc\u015f\u00fckken hedge f\u0131rsat\u0131 \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-30667","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\/30667","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=30667"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30667\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}