{"id":31061,"date":"2026-03-24T21:02:56","date_gmt":"2026-03-24T21:02:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/sp-global-abd-imalat-pmi-verisinin-mart-ayinda-524-ile-51lik-beklentiyi-asarak-tahminlerin-uzerinde-gerceklestigini-bildirdi\/"},"modified":"2026-03-24T21:02:56","modified_gmt":"2026-03-24T21:02:56","slug":"sp-global-abd-imalat-pmi-verisinin-mart-ayinda-524-ile-51lik-beklentiyi-asarak-tahminlerin-uzerinde-gerceklestigini-bildirdi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/sp-global-abd-imalat-pmi-verisinin-mart-ayinda-524-ile-51lik-beklentiyi-asarak-tahminlerin-uzerinde-gerceklestigini-bildirdi\/","title":{"rendered":"S&#038;P Global, ABD imalat PMI verisinin mart ay\u0131nda 52,4 ile 51\u2019lik beklentiyi a\u015farak tahminlerin \u00fczerinde ger\u00e7ekle\u015fti\u011fini bildirdi"},"content":{"rendered":"S&#038;P Global\u2019in ABD \u0130malat PMI verisi martta 52,4 oldu. Bu seviye 51\u2019lik beklentinin \u00fczerinde.\n\nPMI (Sat\u0131n Alma Y\u00f6neticileri Endeksi), \u015firketlerin yeni sipari\u015f, \u00fcretim, istihdam ve teslimat gibi kalemlerine bakarak imalat\u0131n gidi\u015fat\u0131n\u0131 \u00f6l\u00e7en bir anket g\u00f6stergesidir. 50\u2019nin \u00fczeri imalat faaliyetinde b\u00fcy\u00fcmeye, 50\u2019nin alt\u0131 daralmaya i\u015faret eder.\n\n<h3>\u0130malat S\u00fcrprizi Faiz \u0130ndirimi Beklentilerini De\u011fi\u015ftiriyor<\/h3>\nSon PMI verisinin 51 beklentiye kar\u015f\u0131 52,4 ile g\u00fc\u00e7l\u00fc gelmesi, ekonominin \u00f6ng\u00f6rd\u00fc\u011f\u00fcm\u00fczden daha fazla ivme ta\u015f\u0131d\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu beklenmedik g\u00fc\u00e7, y\u0131l\u0131n kalan\u0131nda ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) faiz indirimi beklentilerinin yeniden fiyatlanmas\u0131na yol a\u00e7abilir. Piyasadaki faiz beklentilerini olas\u0131l\u0131k olarak izleyen CME FedWatch arac\u0131, gecelik i\u015flemlerde yaz aylar\u0131nda faiz indirimi ihtimalini %60\u2019\u0131n \u00fczerinden %40\u2019\u0131n alt\u0131na \u00e7ekti.\n\nHisse senedi yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in bu tablo, imalattaki g\u00fc\u00e7ten daha \u00e7ok faydalanan d\u00f6ng\u00fcsel sekt\u00f6rlere (ekonomiye duyarl\u0131 sekt\u00f6rler) y\u00f6nelmeyi g\u00fcndeme getiriyor. Sanayi ve temel malzemeler bu gruba giriyor. 2025\u2019in b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde Industrial Select Sector SPDR Fund (XLI) kar\u0131\u015f\u0131k seyrederken, yukar\u0131 y\u00f6nl\u00fc potansiyel i\u00e7in al\u0131m opsiyonu (call: belirli bir fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) kullan\u0131labilir. Verinin g\u00fc\u00e7l\u00fc gelmesi, \u015firket k\u00e2r tahminleri yukar\u0131 revize edilirken bu hisselerin daha iyi performans g\u00f6stermesi i\u00e7in temel bir zemin olu\u015fturuyor.\n\nBu g\u00fc\u00e7, k\u0131sa vadeli faiz t\u00fcrevlerini (faize ba\u011fl\u0131 vadeli s\u00f6zle\u015fme ve opsiyon gibi ara\u00e7lar) \u00f6ne \u00e7\u0131kar\u0131yor; 2 ve 5 y\u0131ll\u0131k ABD Hazine tahvillerinin getirilerinin (faiz oran\u0131) y\u00fckselmesi olas\u0131. Fed\u2019in beklenenden uzun s\u00fcre faizi sabit tutmas\u0131na kar\u015f\u0131 korunmak isteyen yat\u0131r\u0131mc\u0131lar\u0131n, tahvil vadeli i\u015flemleri \u00fczerinde sat\u0131m opsiyonuna (put: belirli bir fiyattan satma hakk\u0131) talebi art\u0131rmas\u0131 beklenebilir. VIX (S&#038;P 500 i\u00e7in beklenen oynakl\u0131\u011f\u0131 \u00f6l\u00e7en \u201ckorku endeksi\u201d) 14 civar\u0131nda sakin seyrederken, yukar\u0131 y\u00f6nl\u00fc bask\u0131 korkudan \u00e7ok para politikas\u0131n\u0131n yeni patikas\u0131na dair belirsizlikten gelebilir.\n\n<h3>Dolar ve D\u00f6viz Pozisyonlamas\u0131 \u0130\u00e7in Sonu\u00e7lar<\/h3>\nD\u00f6viz piyasalar\u0131nda, g\u00fc\u00e7l\u00fc ABD verisi dolar\u0131n di\u011fer b\u00fcy\u00fck para birimlerine kar\u015f\u0131 g\u00fcc\u00fcn\u00fc destekliyor. ABD Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131ndaki de\u011ferini g\u00f6steren endeks) 105 seviyesinin \u00fczerine \u00e7\u0131kt\u0131; bu seviye 2025\u2019in sonlar\u0131nda a\u015fmakta zorland\u0131\u011f\u0131, psikolojik a\u00e7\u0131dan \u00f6nemli bir diren\u00e7ti. Bu g\u00f6r\u00fcn\u00fcm, ekonomik g\u00f6r\u00fcn\u00fcm\u00fc daha zay\u0131f para birimlerine (\u00f6rne\u011fin euro) kar\u015f\u0131 dolar uzun pozisyonlar\u0131n\u0131n (dolar\u0131n de\u011fer kazanaca\u011f\u0131 beklentisiyle al\u0131nan pozisyon) \u00f6n\u00fcm\u00fczdeki haftalarda \u00f6ne \u00e7\u0131kabilece\u011fine i\u015faret ediyor.\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>ABD \u0130malat PMI martta 52,4\u2019le beklentiyi a\u015ft\u0131; s\u00fcrpriz g\u00fc\u00e7 Fed\u2019in yaz indirimi ihtimalini %60\u2019tan %40 alt\u0131na \u00e7ekti. D\u00f6ng\u00fcseller, k\u0131sa vade faizler ve DXY 105 \u00fcst\u00fc dolar \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-31061","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\/31061","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=31061"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/31061\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=31061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=31061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=31061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}