Euro B\u00f6lgesi\u2019nin mevsimsellikten ar\u0131nd\u0131r\u0131lmam\u0131\u015f (takvimsel etkiler temizlenmemi\u015f) d\u0131\u015f ticaret dengesi \u015eubat\u2019ta 11,5 milyar euro oldu. Bu seviye, beklenen 11,7 milyar euronun alt\u0131nda kald\u0131.<\/p>\n
A\u00e7\u0131klanan rakam, tahmine g\u00f6re 0,2 milyar euro daha d\u00fc\u015f\u00fck. Veri \u015eubat ay\u0131na ait ve mevsimsellikten ar\u0131nd\u0131r\u0131lmam\u0131\u015f olarak yay\u0131mland\u0131.<\/p>\n
\u015eubat\u2019taki d\u0131\u015f ticaret fazlas\u0131n\u0131n 11,5 milyar euroyla beklentinin alt\u0131nda kalmas\u0131, euro i\u00e7in s\u0131n\u0131rl\u0131 bir olumsuzluk (r\u00fczg\u00e2r\u0131n tersine d\u00f6nmesi) anlam\u0131na geliyor. Bu nedenle kurda g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015fe oynayan i\u015flemler yerine y\u00fckseli\u015fin s\u0131n\u0131rl\u0131 kalaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcn\u00fc yans\u0131tan stratejiler \u00f6ne \u00e7\u0131k\u0131yor. \u00d6n\u00fcm\u00fczdeki haftalar i\u00e7in \u201cout-of-the-money\u201d (kullan\u0131m fiyat\u0131 mevcut kurun \u00fczerinde oldu\u011fu i\u00e7in bug\u00fcn itibar\u0131yla getirisi olmayan) EUR al\u0131m opsiyonlar\u0131n\u0131 (call; euroyu belirli fiyattan alma hakk\u0131) satmak daha temkinli g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Bu veri, S&P Global\u2019in Mart ay\u0131 imalat PMI (Sat\u0131n Alma Y\u00f6neticileri Endeksi; sanayi faaliyetlerini \u00f6l\u00e7en anket g\u00f6stergesi) verisiyle de uyumlu. PMI 49,5 ile daralmaya i\u015faret etti (50\u2019nin alt\u0131 daralma demektir) ve sanayi taraf\u0131n\u0131n zay\u0131f seyretti\u011fini g\u00f6sterdi. \u0130hracat taraf\u0131ndaki bu zay\u0131fl\u0131k sinyali, k\u00fcresel ticarete daha \u00e7ok ba\u011fl\u0131 olan Alman hisseleri i\u00e7in \u00f6zellikle hassas. Bu nedenle olas\u0131 bir yava\u015flamaya kar\u015f\u0131 DAX endeksinde koruyucu sat\u0131m opsiyonlar\u0131 (protective put; d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 sigorta) de\u011ferlendiril\u00fcyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Euro B\u00f6lgesi\u2019nde \u015eubat d\u0131\u015f ticaret fazlas\u0131 11,5 milyar euroyla beklentiyi 0,2 milyar euro ka\u00e7\u0131rd\u0131: Euro\u2019da y\u00fckseli\u015f s\u0131n\u0131rl\u0131, OTM call sat\u0131\u015f\u0131 temkinli; zay\u0131f PMI DAX\u2019ta protective put ihtiyac\u0131n\u0131 art\u0131r\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-44881","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\/44881","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=44881"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44881\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}