ABD N\u00fcfus B\u00fcrosu verilerine g\u00f6re, ABD\u2019de dayan\u0131kl\u0131 mal sipari\u015fleri (en az \u00fc\u00e7 y\u0131l kullan\u0131lan \u00fcr\u00fcnlere y\u00f6nelik yeni sipari\u015fler) \u015fubatta %1,4, yani 4,4 milyar dolar azalarak 315,5 milyar dolara geriledi. Bu, ocaktaki %0,5\u2019lik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan geldi ve beklentilerdeki %0,5\u2019lik gerilemenin de alt\u0131nda kald\u0131.<\/p>\n
Ula\u015f\u0131m hari\u00e7 (u\u00e7ak, otomobil, gemi gibi kalemler \u00e7\u0131kar\u0131ld\u0131\u011f\u0131nda) yeni sipari\u015fler %0,8 artt\u0131. Savunma hari\u00e7 (askeri ama\u00e7l\u0131 al\u0131mlar \u00e7\u0131kar\u0131ld\u0131\u011f\u0131nda) yeni sipari\u015fler %1,2 d\u00fc\u015ft\u00fc.<\/p>\n
Ula\u015ft\u0131rma ekipmanlar\u0131 6,1 milyar dolar, yani %5,4 d\u00fc\u015ferek 106,1 milyar dolara indi ve son be\u015f ay\u0131n d\u00f6rd\u00fcnde gerileme kaydetti. Dayan\u0131kl\u0131 mal sipari\u015flerindeki genel d\u00fc\u015f\u00fc\u015fte ana etken bu kalem oldu.<\/p>\n
Veri sonras\u0131 ABD Dolar\u0131\u2019nda belirgin bir hareket g\u00f6r\u00fclmedi. Dolar Endeksi (DXY: dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 de\u011ferini g\u00f6steren endeks) haberin yaz\u0131ld\u0131\u011f\u0131 s\u0131rada 99,92 ile hafif eksideydi.<\/p>\n
Bunun sonucu olarak ima edilen oynakl\u0131k (opsiyon fiyatlar\u0131ndan t\u00fcretilen, piyasan\u0131n bekledi\u011fi dalgalanma) y\u00fckseliyor. VIX endeksi (S&P 500 i\u00e7in \u201ckorku endeksi\u201d; beklenen k\u0131sa vadeli oynakl\u0131\u011f\u0131 \u00f6l\u00e7er) son on i\u015flem g\u00fcn\u00fcnde 14 seviyelerinden yakla\u015f\u0131k 18\u2019e \u00e7\u0131kt\u0131. Bu, piyasada yak\u0131n vadede daha b\u00fcy\u00fck fiyat hareketlerinin beklendi\u011fine i\u015faret ediyor. B\u00fcy\u00fck hisse pozisyonu ta\u015f\u0131yanlar i\u00e7in bu, a\u015fa\u011f\u0131 y\u00f6nl\u00fc koruma (d\u00fc\u015f\u00fc\u015flere kar\u015f\u0131 sigorta) eklemeyi de\u011ferlendirme sinyali olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Zay\u0131flayan veri ak\u0131\u015f\u0131, ge\u00e7en y\u0131la g\u00f6re daha dalgal\u0131 (ini\u015fli \u00e7\u0131k\u0131\u015fl\u0131) bir piyasa ortam\u0131 yarat\u0131yor. Bu ortam, yaln\u0131zca y\u00f6n tahmini yapmaktansa artan oynakl\u0131ktan yararlanabilen stratejilere (\u00f6rne\u011fin b\u00fcy\u00fck endekslerde \u201cstraddle\u201d: ayn\u0131 vadede hem al\u0131m hem sat\u0131m opsiyonu alarak iki y\u00f6nl\u00fc sert harekete oynama) daha uygun bir zemin sunuyor.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" S\u00fcrpriz d\u00fc\u015f\u00fc\u015f: ABD dayan\u0131kl\u0131 mal sipari\u015fleri \u015fubatta %1,4 gerileyerek 315,5 milyar dolara indi; beklenti a\u015f\u0131ld\u0131. Ula\u015f\u0131m kaynakl\u0131 sert d\u00fc\u015f\u00fc\u015f \u00f6ne \u00e7\u0131kt\u0131, VIX 14\u2019ten 18\u2019e y\u00fckseldi.<\/p>\n","protected":false},"author":0,"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-44090","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\/44090","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"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44090"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44090\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44090"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44090"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44090"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}