{"id":44883,"date":"2026-04-17T13:53:24","date_gmt":"2026-04-17T13:53:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/rabobanktan-molly-schwartz-getirilerdeki-degisimle-cadin-usdyi-geride-biraktigini-bunun-usd-cadi-137ye-dogru-cektigini-soyledi\/"},"modified":"2026-04-17T13:53:24","modified_gmt":"2026-04-17T13:53:24","slug":"rabobanktan-molly-schwartz-getirilerdeki-degisimle-cadin-usdyi-geride-biraktigini-bunun-usd-cadi-137ye-dogru-cektigini-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/rabobanktan-molly-schwartz-getirilerdeki-degisimle-cadin-usdyi-geride-biraktigini-bunun-usd-cadi-137ye-dogru-cektigini-soyledi\/","title":{"rendered":"Rabobank\u2019tan Molly Schwartz, getirilerdeki de\u011fi\u015fimle CAD\u2019in USD\u2019yi geride b\u0131rakt\u0131\u011f\u0131n\u0131, bunun USD\/CAD\u2019i 1,37\u2019ye do\u011fru \u00e7ekti\u011fini s\u00f6yledi"},"content":{"rendered":"

ABD Dolar\u0131, G10 para birimleri i\u00e7inde g\u00fcn\u00fcn \u00fc\u00e7\u00fcnc\u00fc en iyi performans\u0131n\u0131 g\u00f6sterirken, Kanada Dolar\u0131 (CAD) onu %0,28 ile ge\u00e7ti. USD\/CAD paritesi 1,37 seviyesinde kapanarak g\u00fcn i\u00e7inde CAD\u2019in daha g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6sterdi.<\/p>\n

Y\u00fckselen petrol fiyatlar\u0131, ABD Hazine tahvili faizlerini (devletin bor\u00e7lanma faizi) destekledi ve getiri e\u011frisinde (vadeye g\u00f6re faizlerin s\u0131ral\u0131 g\u00f6r\u00fcn\u00fcm\u00fc) hafif bir dikle\u015fmeye yol a\u00e7t\u0131; bu, uzun vadeli faizlerin k\u0131sa vadeli faizlere g\u00f6re daha fazla y\u00fckselmesi anlam\u0131na gelir. 2 y\u0131ll\u0131k tahvil faizi 1,2 baz puan (bp, y\u00fczde puan\u0131n y\u00fczde biri) art\u0131\u015fla kapan\u0131rken, 10 y\u0131ll\u0131k tahvil faizi 2,2 baz puan y\u00fckseldi.<\/p>\n

Ticaret G\u00f6r\u00fc\u015fmeleri ve K\u0131sa Vadeli Etkenler<\/h3>\n

Kanada Ticaret Bakan\u0131 Dominic LeBlanc, B\u00fcy\u00fckel\u00e7i Greer\u2019in g\u00fcndeme getirdi\u011fi ticari sorunlar\u0131n \u00e7\u00f6z\u00fcm\u00fc i\u00e7in y\u00fcr\u00fct\u00fclen \u00e7al\u0131\u015fmalara de\u011findi. Ba\u015fl\u0131klar aras\u0131nda, Kanada\u2019n\u0131n arz y\u00f6netimli s\u00fct \u00fcr\u00fcnleri sistemi (\u00fcretim ve fiyatlar\u0131n kota ve d\u00fczenlemelerle kontrol edildi\u011fi yap\u0131) kaynakl\u0131 anla\u015fmazl\u0131klar yer al\u0131yor. Bu konular, yaz aylar\u0131ndaki USMCA (ABD-Meksika-Kanada Anla\u015fmas\u0131) g\u00f6zden ge\u00e7irme s\u00fcreci \u00f6ncesinde ve Pazartesi g\u00fcn\u00fc Mexico City\u2019de yap\u0131lacak g\u00f6r\u00fc\u015fmelerde ele al\u0131nacak.<\/p>\n

Kanada\u2019n\u0131n Mart ay\u0131 konut ba\u015flang\u0131\u00e7lar\u0131 (yap\u0131m\u0131na ba\u015flanan yeni konut say\u0131s\u0131) verisini a\u00e7\u0131klamas\u0131 bekleniyor; beklenti 258 bin, \u00f6nceki veri 250,9 bindi. Ayr\u0131ca \u015eubat ay\u0131na ait uluslararas\u0131 menkul k\u0131ymet i\u015flemleri (yabanc\u0131lar\u0131n Kanada menkul k\u0131ymet al\u0131m-sat\u0131m\u0131 ve ters y\u00f6nl\u00fc ak\u0131mlar) verisi de yay\u0131mlanacak; \u00f6nceki de\u011fer 46,73 milyar Kanada dolar\u0131yd\u0131.<\/p>\n

2025\u2019e d\u00f6n\u00fcp bak\u0131ld\u0131\u011f\u0131nda, Kanada dolar\u0131 belirgin bir g\u00fc\u00e7 g\u00f6stermi\u015f ve USD\/CAD kurunu 1,37\u2019ye kadar \u00e7ekmi\u015fti. Bu g\u00f6r\u00fcn\u00fcm, y\u00fckselen petrol fiyatlar\u0131 ve USMCA incelemesi \u00f6ncesindeki ticaret g\u00f6r\u00fc\u015fmelerine dair iyimserlikle desteklenmi\u015fti. Ancak bu k\u0131sa vadeli g\u00fc\u00e7lenme daha sonra zay\u0131flad\u0131.<\/p>\n

Ge\u00e7en y\u0131l enerji piyasalar\u0131ndan gelen destek bug\u00fcn daha belirsiz. 2025\u2019te CAD\u2019in g\u00fc\u00e7lendi\u011fi d\u00f6nemde West Texas Intermediate (WTI, ABD referans ham petrol t\u00fcr\u00fc) varil fiyat\u0131 85 dolar\u0131n \u00fczerindeyken, k\u00fcresel talebin yava\u015flayaca\u011f\u0131 endi\u015feleriyle 2026 Nisan ortas\u0131 itibar\u0131yla yakla\u015f\u0131k 79 dolara geriledi. Bu durum, Kanada paras\u0131n\u0131n ABD dolar\u0131 kar\u015f\u0131s\u0131ndaki performans\u0131n\u0131 destekleyen \u00f6nemli bir unsuru zay\u0131flat\u0131yor.<\/p>\n

Politika Ayr\u0131\u015fmas\u0131 ve Pozisyonlanma<\/h3>\n

Ayr\u0131ca 2025 yaz\u0131ndaki USMCA ticaret incelemesine ili\u015fkin iyimserlik, \u00f6zellikle s\u00fct \u00fcr\u00fcnleri ve kereste sekt\u00f6rlerindeki temel anla\u015fmazl\u0131klar\u0131 tam olarak ortadan kald\u0131rmad\u0131. S\u00fcren bu ticari s\u00fcrt\u00fc\u015fmeler, Kanada ihracat\u00e7\u0131lar\u0131 i\u00e7in olumsuz bir r\u00fczg\u00e2r yarat\u0131yor ve CAD\u2019de kal\u0131c\u0131 g\u00fc\u00e7lenme beklentisini ge\u00e7en y\u0131la g\u00f6re daha riskli hale getiriyor. Devam eden belirsizlik, daha temkinli bir duru\u015fu \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n

Kanada Merkez Bankas\u0131 (BoC) ile ABD Merkez Bankas\u0131 (Fed) aras\u0131ndaki faiz fark\u0131 da daha belirleyici bir etken haline geldi. BoC, yava\u015flayan i\u00e7 ekonomiyi desteklemek i\u00e7in politika faizini (merkez bankas\u0131n\u0131n ana faiz oran\u0131) %3,75\u2019e indirirken, Fed faizi %4,25\u2019te daha g\u00fc\u00e7l\u00fc kald\u0131. B\u00f6ylece getiri fark\u0131 (iki \u00fclke faizleri aras\u0131ndaki fark) ABD dolar\u0131 lehine a\u00e7\u0131ld\u0131. Bu politika ayr\u0131\u015fmas\u0131, ABD dolar\u0131 ta\u015f\u0131may\u0131 (faiz getirisi nedeniyle elde tutmay\u0131) \u00f6nceye k\u0131yasla daha cazip k\u0131l\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"

Petrol deste\u011fi zay\u0131flarken CAD yine de g\u00fc\u00e7l\u00fc: USD\/CAD 1,37\u2019de kapand\u0131. Tahvil faizleri y\u00fckseldi. USMCA \u00f6ncesi ticaret ba\u015fl\u0131klar\u0131 ve BoC-Fed faiz fark\u0131, g\u00f6r\u00fcn\u00fcm\u00fc belirliyor.<\/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-44883","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\/44883","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=44883"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44883\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}