{"id":43518,"date":"2026-03-27T17:02:52","date_gmt":"2026-03-27T17:02:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/subatta-meksikada-issizlik-orani-beklentilere-paralel-olarak-yuzde-26da-sabit-kaldi\/"},"modified":"2026-03-27T17:02:52","modified_gmt":"2026-03-27T17:02:52","slug":"subatta-meksikada-issizlik-orani-beklentilere-paralel-olarak-yuzde-26da-sabit-kaldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/subatta-meksikada-issizlik-orani-beklentilere-paralel-olarak-yuzde-26da-sabit-kaldi\/","title":{"rendered":"\u015eubat\u2019ta Meksika\u2019da i\u015fsizlik oran\u0131 beklentilere paralel olarak y\u00fczde 2,6\u2019da sabit kald\u0131"},"content":{"rendered":"Meksika\u2019n\u0131n i\u015fsizlik oran\u0131 \u015eubat ay\u0131nda %2,6 oldu. Bu oran piyasa beklentileriyle ayn\u0131 ger\u00e7ekle\u015fti.\n\nBu oran, ay boyunca i\u015fg\u00fcc\u00fcnde (\u00e7al\u0131\u015fanlar ve i\u015f arayanlar\u0131n toplam\u0131) i\u015fsiz olanlar\u0131n pay\u0131n\u0131 g\u00f6steriyor. G\u00fcncellemede ba\u015fka veri payla\u015f\u0131lmad\u0131.\n\n\u015eubat ay\u0131ndaki %2,6\u2019l\u0131k i\u015fsizlik oran\u0131n\u0131n beklentilerle uyumlu gelmesi, Meksika i\u015fg\u00fcc\u00fc piyasas\u0131nda g\u00f6rd\u00fc\u011f\u00fcm\u00fcz istikrar\u0131 teyit ediyor. Rakam s\u00fcrpriz yaratmad\u0131\u011f\u0131 i\u00e7in \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde belirgin bir oynakl\u0131k art\u0131\u015f\u0131 beklenmiyor. Bu da opsiyon satanlar\u0131n (opsiyon primi toplayarak i\u015flem yapanlar\u0131n) lehine bir tablo olu\u015fturabilir; zira peso vadeli i\u015flemlerinde (gelecekte belirli fiyattan al\u0131m-sat\u0131m anla\u015fmas\u0131) ve IPC endeksinde ima edilen oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131n\u0131n \u201cbeklenen dalgalanma\u201dya i\u015faret eden k\u0131sm\u0131) d\u00fc\u015f\u00fck kalmas\u0131 muhtemel.\n\nBu istikrarl\u0131 istihdam g\u00f6r\u00fcn\u00fcm\u00fc, Banxico\u2019ya (Meksika Merkez Bankas\u0131) faiz indirimlerini h\u0131zland\u0131rmak i\u00e7in g\u00fc\u00e7l\u00fc bir gerek\u00e7e vermiyor. \u015eubat 2026\u2019daki son veride enflasyon h\u00e2l\u00e2 %4\u2019\u00fcn biraz \u00fczerinde seyrederken, politika yap\u0131c\u0131lar te\u015fvikten \u00e7ok istikrara \u00f6ncelik verecek. Bu nedenle, faizlerin \u201cuzun s\u00fcre y\u00fcksek kalaca\u011f\u0131\u201d bir senaryoya (higher for longer: faizlerin h\u0131zl\u0131 d\u00fc\u015fmemesi) g\u00f6re konumlanmak daha olas\u0131 g\u00f6r\u00fcn\u00fcyor; bu yakla\u015f\u0131m, 2024\u2019te sona eren sert faiz art\u0131r\u0131m\u0131 d\u00f6neminden beri bask\u0131n e\u011filim.\n\nBu ortam Meksika pesosu i\u00e7in olumlu (y\u00fckseli\u015f) g\u00f6r\u00fcn\u00fcm\u00fc destekliyor ve 2025\u2019ten beri \u00f6ne \u00e7\u0131kan \u201cs\u00fcper peso\u201d anlat\u0131s\u0131n\u0131 g\u00fc\u00e7lendiriyor. Meksika ile ABD aras\u0131ndaki faiz fark\u0131 500 baz puan\u0131n (1 baz puan = %0,01; 500 baz puan = %5) \u00fczerinde kalarak ta\u015f\u0131ma i\u015flemlerini (carry trade: d\u00fc\u015f\u00fck faizli para biriminden bor\u00e7lan\u0131p y\u00fcksek faizli para birimine ge\u00e7erek faiz fark\u0131ndan kazan\u00e7 hedefleme) cazip k\u0131l\u0131yor. Pesonun dolar kar\u015f\u0131s\u0131nda g\u00fc\u00e7l\u00fc kalmas\u0131, 17,50 seviyesinin alt\u0131nda tutunmas\u0131 beklenebilir.\n\nG\u00fc\u00e7l\u00fc i\u015fg\u00fcc\u00fc piyasas\u0131, i\u00e7 t\u00fcketim talebini destekleyerek yerel hisselere olumlu yans\u0131yabilir. 2025 boyunca bu e\u011filimin, nearshoring\u2019in (\u00fcretimi ana pazara daha yak\u0131n \u00fclkeye kayd\u0131rma) Meksika\u2019n\u0131n \u00fcretim altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirmesiyle belirginle\u015fti\u011fi g\u00f6r\u00fcld\u00fc. IPC endeksinde yer alan t\u00fcketim odakl\u0131 \u015firketlerde al\u0131m opsiyonlar\u0131 (call: belirli fiyattan alma hakk\u0131) bu i\u00e7 g\u00fc\u00e7ten faydalanman\u0131n bir yolu olabilir.\n

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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":"

S\u00fcrpriz yok: Meksika i\u015fsizlik \u015eubat\u2019ta %2,6 ile beklentiye paralel. Oynakl\u0131k d\u00fc\u015f\u00fck kalabilir; Banxico acele indirmez. Carry trade cazip, \u201cs\u00fcper peso\u201d g\u00fc\u00e7lenir; IPC t\u00fcketim hisseleri destek bulur.<\/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-43518","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\/43518","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=43518"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43518\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}