Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) \u00e7ekirdek T\u00fcketici Fiyat Endeksi (T\u00dcFE) Mart ay\u0131nda y\u0131ll\u0131k bazda %2,5\u2019e y\u00fckseldi. Bu oran, \u00f6nceki verideki %2,3 seviyesinin \u00fczerinde.<\/p>\n
Bu de\u011fi\u015fim, \u00e7ekirdek enflasyonun bir \u00f6nceki aya g\u00f6re 0,2 puan artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Veriler, BoC\u2019nin \u00e7ekirdek T\u00dcFE \u00f6l\u00e7\u00fcm\u00fcne (enerji ve g\u0131da gibi oynak kalemlerin etkisini azaltarak temel fiyat e\u011filimini g\u00f6steren g\u00f6sterge) dayan\u0131yor.<\/p>\n
\u00c7ekirdek enflasyondaki bu %2,5\u2019lik y\u00fckseli\u015f, temel fiyat bask\u0131lar\u0131n\u0131n kolay kolay zay\u0131flamad\u0131\u011f\u0131na i\u015faret ediyor. Bu durum, BoC\u2019yi %2 hedefinden daha da uzakla\u015ft\u0131r\u0131yor ve k\u0131sa vadede faiz indirimi ihtimalini d\u00fc\u015f\u00fck k\u0131l\u0131yor. \u00d6n\u00fcm\u00fczdeki haftalarda merkez bankas\u0131ndan daha \u201c\u015fahin\u201d (faizleri daha uzun s\u00fcre y\u00fcksek tutmaya yatk\u0131n) bir duru\u015f beklenebilir.<\/p>\n
Bu \u00e7er\u00e7evede, piyasan\u0131n yak\u0131n vadeli faiz indirimlerini fiyatlamaktan vazge\u00e7mesiyle faiz vadeli i\u015flemlerinde sat\u0131\u015f f\u0131rsatlar\u0131 g\u00f6r\u00fclebilir; \u00f6rne\u011fin \u00fc\u00e7 ayl\u0131k CORRA kontratlar\u0131. (CORRA, Kanada\u2019da gecelik faiz oran\u0131 g\u00f6stergesidir; bu s\u00f6zle\u015fmeler politika faizine dair beklentileri yans\u0131t\u0131r.) Nitekim gecelik swaplar (taraflar\u0131n gecelik faiz \u00fczerinden nakit ak\u0131\u015flar\u0131n\u0131 takas etti\u011fi t\u00fcrev i\u015flemler) art\u0131k Haziran toplant\u0131s\u0131na kadar faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n %10\u2019un alt\u0131na d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ima ediyor; bu, ge\u00e7en haftaya g\u00f6re keskin bir gerileme. Kanada 2 y\u0131ll\u0131k tahvil faizi de 15 baz puan y\u00fckseldi; (baz puan, y\u00fczde puan\u0131n y\u00fczde biri, yani 0,01\u2019dir) bu yeni fiyatlamay\u0131 yans\u0131t\u0131yor.<\/p>\n
Bu g\u00fcncellenen g\u00f6r\u00fcn\u00fcm, \u00f6zellikle daha \u201cg\u00fcvercin\u201d (faiz indirimine daha yak\u0131n) merkez bankalar\u0131na sahip para birimlerine kar\u015f\u0131 Kanada dolar\u0131n\u0131 destekleyebilir. CAD vadeli kontratlar\u0131yla al\u0131m y\u00f6n\u00fcnde pozisyon almak veya opsiyonlarla (belirli bir fiyattan alma\/satma hakk\u0131 veren t\u00fcrev \u00fcr\u00fcnler) \u201cloonie\u201dde uzun pozisyon kurmak g\u00fcndeme gelebilir. Bu ad\u0131m, son verilerin Kanada\u2019da ortalama saatlik \u00fccretlerin y\u0131ll\u0131k bazda %4,8 artt\u0131\u011f\u0131n\u0131 g\u00f6stermesiyle de destekleniyor; \u00fccret art\u0131\u015flar\u0131 enflasyonu besleyebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Kanada\u2019da \u00e7ekirdek T\u00dcFE %2,5\u2019e \u00e7\u0131kt\u0131: BoC\u2019nin faiz indirimi umudu s\u00f6n\u00fcyor. Swaplar Haziran indirimi olas\u0131l\u0131\u011f\u0131n\u0131 %10 alt\u0131na \u00e7ekti; 2 y\u0131ll\u0131k +15 bp. CAD g\u00fc\u00e7lenebilir.<\/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-45021","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\/45021","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=45021"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45021\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}