ING, Yeni Zelanda Merkez Bankas\u0131\u2019n\u0131n (RBNZ) yakla\u015fan toplant\u0131s\u0131nda politika faizini %2,25\u2019te sabit tutmas\u0131n\u0131 bekliyor. Ayr\u0131ca yeni bir tahmin seti a\u00e7\u0131klanmas\u0131n\u0131 beklemiyor; y\u00f6nlendirme (merkez bankas\u0131n\u0131n gelecekteki faiz ad\u0131mlar\u0131na dair verdi\u011fi mesajlar) da s\u0131n\u0131rl\u0131 olabilir.<\/p>\n
Piyasa fiyatlamas\u0131 (faiz vadeli i\u015flemleri ve swaplar\u0131n i\u015faret etti\u011fi beklentiler) y\u0131l\u0131n ilk yar\u0131s\u0131nda s\u0131n\u0131rl\u0131 s\u0131k\u0131la\u015fmaya (faiz art\u0131r\u0131m\u0131) i\u015faret ediyor; y\u0131l sonuna kadar toplam 65 baz puanl\u0131k (bp; y\u00fczde puan\u0131n y\u00fczde 1\u2019inin 100\u2019de 1\u2019i, yani 0,01 puan) art\u0131\u015f fiyatlanm\u0131\u015f durumda. Rapora g\u00f6re RBNZ Ba\u015fkan\u0131 Anna Breman\u2019\u0131n ileti\u015fimi \u015fu ana kadar g\u00fcvercin (faiz art\u0131r\u0131mlar\u0131na mesafeli, daha gev\u015fek para politikas\u0131na yak\u0131n) tonda.<\/p>\n
Yeni Zelanda dolar\u0131 (NZD) bu y\u0131l Avustralya dolar\u0131na (AUD) k\u0131yasla zay\u0131f kald\u0131. Rapora g\u00f6re bunun nedeni, Avustralya\u2019ya k\u0131yasla sanayi emtialar\u0131n\u0131n (demir cevheri gibi \u00fcretimde kullan\u0131lan ham maddeler) daha s\u0131n\u0131rl\u0131 destek vermesi. Rapor, RBNZ bas\u0131n toplant\u0131s\u0131nda \u015fahin (faiz art\u0131r\u0131mlar\u0131na daha yak\u0131n, daha s\u0131k\u0131 para politikas\u0131) bir s\u00fcrpriz gelmedik\u00e7e bu g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrebilece\u011fini belirtiyor.<\/p>\n
Daha \u00f6nce Avustralya\u2019y\u0131 destekleyen emtia dinamiklerinde de tersine d\u00f6n\u00fc\u015f g\u00f6r\u00fcl\u00fcyor. Yeni Zelanda\u2019n\u0131n \u00f6nemli ihracat kalemlerinden Global Dairy Trade (GDT; k\u00fcresel s\u00fct \u00fcr\u00fcnleri fiyatlar\u0131n\u0131 g\u00f6steren ihale endeksi) fiyatlar\u0131 ocaktan bu yana %15\u2019in \u00fczerinde y\u00fckselirken, demir cevheri fiyatlar\u0131 geriledi. Bu tablo, NZD\u2019nin AUD kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesi i\u00e7in temel (makro\/emtia ko\u015fullar\u0131na dayal\u0131) bir destek anlam\u0131na geliyor.<\/p>\n
T\u00fcrev \u00fcr\u00fcn (vadeli i\u015flem, opsiyon gibi de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal ara\u00e7lar) yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan bu durum, \u00f6n\u00fcm\u00fczdeki haftalarda strateji de\u011fi\u015fimini g\u00fcndeme getiriyor. NZD\u2019nin AUD kar\u015f\u0131s\u0131nda de\u011fer kazanmaya devam etmesine y\u00f6nelik pozisyon alman\u0131n daha avantajl\u0131 olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz; \u00f6rne\u011fin NZD\/AUD al\u0131m (call; belirli fiyattan alma hakk\u0131 veren opsiyon) opsiyonlar\u0131nda uzun pozisyonla. Bir sonraki RBNZ toplant\u0131s\u0131 etraf\u0131nda volatilite (fiyat oynakl\u0131\u011f\u0131) artabilece\u011finden, opsiyonlar hem riski s\u0131n\u0131rlamak hem de olas\u0131 \u015fahin s\u00fcrprizlerden do\u011fabilecek yukar\u0131 hareketten faydalanmak i\u00e7in kullan\u0131labilir.<\/p>\n
VT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" RBNZ\u2019nin faizi %2,25\u2019te sabit tutmas\u0131 beklenirken, s\u0131n\u0131rl\u0131 y\u00f6nlendirme ve g\u00fcvercin ton \u00f6ne \u00e7\u0131k\u0131yor. Ancak GDT\u2019deki g\u00fc\u00e7l\u00fc art\u0131\u015f ve demir cevherindeki d\u00fc\u015f\u00fc\u015f, NZD\u2019nin AUD\u2019ye kar\u015f\u0131 g\u00fc\u00e7lenmesini destekleyebilir. Opsiyonlarla pozisyon g\u00fcndemde.<\/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-44110","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\/44110","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=44110"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44110\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44110"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44110"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}