{"id":30776,"date":"2026-03-20T02:07:45","date_gmt":"2026-03-20T02:07:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/arjantinin-aylik-dis-ticaret-dengesi-subatta-788-milyon-dolara-ulasarak-971-milyon-dolarlik-beklentilerin-altinda-kaldi\/"},"modified":"2026-03-20T02:07:45","modified_gmt":"2026-03-20T02:07:45","slug":"arjantinin-aylik-dis-ticaret-dengesi-subatta-788-milyon-dolara-ulasarak-971-milyon-dolarlik-beklentilerin-altinda-kaldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/arjantinin-aylik-dis-ticaret-dengesi-subatta-788-milyon-dolara-ulasarak-971-milyon-dolarlik-beklentilerin-altinda-kaldi\/","title":{"rendered":"Arjantin\u2019in ayl\u0131k d\u0131\u015f ticaret dengesi \u015fubatta 788 milyon dolara ula\u015farak 971 milyon dolarl\u0131k beklentilerin alt\u0131nda kald\u0131"},"content":{"rendered":"Arjantin\u2019in ayl\u0131k d\u0131\u015f ticaret dengesi \u015fubatta 788 milyon dolar oldu. Bu seviye, beklenen 971 milyon dolar\u0131n alt\u0131nda kald\u0131.\n\nSonu\u00e7, tahminin 183 milyon dolar alt\u0131nda ger\u00e7ekle\u015fti. Veri \u015fubat ay\u0131na ait.\n\n\u015eubat ay\u0131ndaki d\u0131\u015f ticaret fazlas\u0131n\u0131n beklentiyi kar\u015f\u0131lamamas\u0131, Arjantin\u2019e beklenenden daha zay\u0131f d\u00f6viz giri\u015fi oldu\u011funa i\u015faret ediyor. Bu durum Arjantin Pezosu (ARS) \u00fczerinde k\u0131sa vadede de\u011fer kayb\u0131 bask\u0131s\u0131n\u0131 art\u0131r\u0131yor. ARS\/USD (pezo\/dolar) kurunda oynakl\u0131\u011f\u0131n (fiyat dalgalanmas\u0131n\u0131n) artmas\u0131 izleniyor.\n\nT\u00fcrev \u00fcr\u00fcn (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7) i\u015flemi yapanlar i\u00e7in bu g\u00f6r\u00fcn\u00fcm, \u00f6n\u00fcm\u00fczdeki haftalarda daha zay\u0131f pezo beklentisine g\u00f6re pozisyon almay\u0131 g\u00fcndeme getiriyor. ARS vadeli i\u015flem s\u00f6zle\u015fmeleri (gelecekte belirli fiyattan al\u0131m-sat\u0131m anla\u015fmas\u0131) veya put opsiyonu (belirli fiyattan satma hakk\u0131; kur d\u00fc\u015f\u00fc\u015f\u00fcnden faydalan\u0131r) almak, kurdaki olas\u0131 d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 do\u011frudan y\u00f6ntemler aras\u0131nda. NDF (Non-Deliverable Forward: fiziki teslimats\u0131z vadeli d\u00f6viz i\u015flemi; genelde nakit uzla\u015f\u0131yla kapat\u0131l\u0131r) fiyatlamalar\u0131, \u00f6n\u00fcm\u00fczdeki 30 g\u00fcnde %2-3\u2019l\u00fck geri \u00e7ekilmeyi i\u015faret ediyor; bu beklentinin g\u00fc\u00e7lendi\u011fini g\u00f6steriyor.\n\nDaha d\u00fc\u015f\u00fck fazla, ekonominin ana ta\u015f\u0131y\u0131c\u0131s\u0131 olan tar\u0131m ihracat\u0131ndaki yava\u015flamadan kaynaklanm\u0131\u015f olabilir. Soya hasad\u0131na dair ilk raporlar kar\u0131\u015f\u0131k ve olumsuz haber ak\u0131\u015f\u0131 Borsa Buenos Aires\u2019in ana endeksi Merval \u00fczerinde bask\u0131 yaratabilir. Benzer bir tablo 2025\u2019in son \u00e7eyre\u011finde m\u0131s\u0131r fiyatlar\u0131n\u0131n zay\u0131flamas\u0131yla piyasada geri \u00e7ekilme g\u00f6r\u00fcld\u00fc\u011f\u00fcnde ya\u015fanm\u0131\u015ft\u0131.\n\nBu \u00e7er\u00e7evede Global X MSCI Argentina ETF (ARGT) \u00fczerinde put opsiyonu almak, korunma (hedge: riski azaltmak i\u00e7in al\u0131nan pozisyon) ya da spek\u00fclatif (fiyat beklentisine dayal\u0131) bir se\u00e7enek olarak \u00f6ne \u00e7\u0131k\u0131yor. Cresud (CRESY) gibi tar\u0131m a\u011f\u0131rl\u0131kl\u0131 hisselerde de d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc (ay\u0131 piyasas\u0131\/bearish: d\u00fc\u015f\u00fc\u015f beklentisi) opsiyon i\u015flemlerinin artmas\u0131 m\u00fcmk\u00fcn. Mart\u0131n ilk yar\u0131s\u0131na ili\u015fkin ihracat verileri, bu e\u011filimin teyidi i\u00e7in yak\u0131ndan izlenecek.\n\nBu d\u0131\u015f ticaret verisi, \u00fclkenin bor\u00e7 riskine dair alg\u0131y\u0131 da etkiliyor. D\u00f6viz arz\u0131n\u0131n s\u0131k\u0131la\u015fmas\u0131, yabanc\u0131 para cinsi borcun \u00f6denmesini zorla\u015ft\u0131rabilir; bu da CDS (Credit Default Swap: \u00fclkenin borcunu \u00f6deyememe riskine kar\u015f\u0131 sigorta benzeri s\u00f6zle\u015fme) primlerinin y\u00fckselmesine yol a\u00e7abilir. Haber sonras\u0131 5 y\u0131ll\u0131k CDS\u2019in 10 baz puan artarak 1380 baz puana \u00e7\u0131kt\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.\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>\u015eok veri: Arjantin\u2019in \u015fubat d\u0131\u015f ticaret fazlas\u0131 788 milyon dolar ile beklentinin 183 milyon dolar alt\u0131nda. Zay\u0131f d\u00f6viz giri\u015fi ARS\u2019de bask\u0131, volatilite art\u0131\u015f\u0131; NDF %2-3 geri \u00e7ekilme. CDS 10 bp artarak 1380\u2019e \u00e7\u0131kt\u0131.<\/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-30776","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\/30776","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=30776"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30776\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}