Japonya\u2019da makine sipari\u015fleri \u015eubat ay\u0131nda y\u0131ll\u0131k bazda %24,7 artt\u0131. Bu oran, beklenen %8,5\u2019in \u00fczerinde ger\u00e7ekle\u015fti.<\/p>\n
Bu sonu\u00e7, tahminlerin \u00fcst\u00fcnde bir y\u0131ll\u0131k b\u00fcy\u00fcmeye i\u015faret ediyor. \u201cY\u0131ll\u0131k bazda\u201d kar\u015f\u0131la\u015ft\u0131rma, en g\u00fcncel verinin bir y\u0131l \u00f6nceki ayn\u0131 ayla k\u0131yaslanmas\u0131d\u0131r.<\/p>\n
Makine sipari\u015flerindeki %24,7\u2019lik y\u0131ll\u0131k art\u0131\u015f, i\u00e7 talebin (\u00fclke i\u00e7indeki harcama ve yat\u0131r\u0131m iste\u011finin) beklenenden \u00e7ok daha h\u0131zl\u0131 g\u00fc\u00e7lendi\u011fine dair g\u00fc\u00e7l\u00fc bir sinyal. Bu g\u00f6r\u00fcn\u00fcm, \u015firketlerin g\u00fcveninin artt\u0131\u011f\u0131n\u0131 ve sermaye yat\u0131r\u0131m\u0131 (\u015firketlerin makine\/te\u00e7hizat ve \u00fcretim kapasitesi gibi uzun vadeli harcamalar\u0131) taraf\u0131nda daha sa\u011flam bir beklenti olu\u015ftu\u011funu g\u00f6steriyor.<\/p>\n
Bu beklenenden g\u00fc\u00e7l\u00fc veri, Japonya Merkez Bankas\u0131 (BOJ) i\u00e7in para politikas\u0131nda normalle\u015fme (\u00e7ok d\u00fc\u015f\u00fck faiz ve destekleyici ad\u0131mlar\u0131n kademeli olarak geri \u00e7ekilmesi) y\u00f6n\u00fcnde alan\u0131n artt\u0131\u011f\u0131na i\u015faret ediyor. \u00c7ekirdek enflasyonun (g\u0131da ve enerji gibi oynak kalemler hari\u00e7 fiyat art\u0131\u015f\u0131 g\u00f6stergesi) Mart itibar\u0131yla %2,4 seviyesinde dengeli seyretmesi de bu tabloyu destekliyor. Buna ba\u011fl\u0131 olarak, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bitmeden yeni bir faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 y\u00fckseliyor. Bu \u00e7er\u00e7evede daha g\u00fc\u00e7l\u00fc yen beklentisinden faydalanan i\u015flemler \u00f6ne \u00e7\u0131k\u0131yor: EUR\/JPY vadeli kontratlarda k\u0131sa pozisyon (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne oynama) veya USD\/JPY sat\u0131m opsiyonu (put: belirli fiyattan satma hakk\u0131; kur d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7) al\u0131m\u0131.<\/p>\n
Hisse piyasalar\u0131 a\u00e7\u0131s\u0131ndan bu veri, \u00f6zellikle i\u00e7 pazara odakl\u0131 \u015firketler i\u00e7in olumlu. Sanayi ve teknoloji hisseleri \u00f6ne \u00e7\u0131kabilir. Nikkei 225 al\u0131m opsiyonu (call: belirli fiyattan alma hakk\u0131; endeks y\u00fckseli\u015finden kazan\u00e7) ile pozisyon almak ya da \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d sat\u0131m opsiyonu satmak (out-of-the-money put: mevcut fiyata g\u00f6re daha d\u00fc\u015f\u00fck kullan\u0131m fiyatl\u0131 put; prim geliri elde etmeyi hedefler) se\u00e7enekleri g\u00fcndeme gelebilir. \u0130zlenmesi gereken temel risk, yenin h\u0131zl\u0131 de\u011fer kazanmas\u0131n\u0131n (kurun d\u00fc\u015fmesi) Japonya\u2019n\u0131n b\u00fcy\u00fck ihracat\u00e7\u0131 \u015firketlerinin k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 bask\u0131layabilmesi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Japonya\u2019da makine sipari\u015fleri \u015eubat\u2019ta y\u0131ll\u0131k %24,7 artarak beklenti %8,5\u2019i ezdi! \u0130\u00e7 talep ve yat\u0131r\u0131m i\u015ftah\u0131 g\u00fc\u00e7leniyor; BOJ normalle\u015fme alan\u0131 buluyor, Q3\u2019te faiz art\u0131\u015f\u0131 ve g\u00fc\u00e7l\u00fc yen senaryosu \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-44635","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\/44635","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=44635"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44635\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44635"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44635"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}