Kanada\u2019da man\u015fet enflasyon (genel fiyat art\u0131\u015f\u0131) mart ay\u0131nda y\u0131ll\u0131k bazda %2,4\u2019e y\u00fckseldi. \u00d6nceki d\u00f6nemde %1,8 olan oran, beklentilerin az da olsa alt\u0131nda kald\u0131. Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) takip etti\u011fi \u00e7ekirdek enflasyon (ge\u00e7ici oynak kalemler \u00e7\u0131kar\u0131larak \u00f6l\u00e7\u00fclen temel enflasyon) g\u00f6stergeleri ise yatay seyretti.<\/p>\n
BoC Ba\u015fkan\u0131 Tiff Macklem, enflasyon beklentilerindeki (halk\u0131n ve piyasalar\u0131n gelecekteki enflasyon tahmini) ge\u00e7ici y\u00fckseli\u015ften endi\u015fe duymad\u0131klar\u0131n\u0131 s\u00f6yledi. Verinin gelecek haftaki BoC toplant\u0131s\u0131 i\u00e7in n\u00f6tr (faiz karar\u0131n\u0131 belirgin \u015fekilde etkilemeyen) olmas\u0131 bekleniyor.<\/p>\n
Danske Ara\u015ft\u0131rma Ekibi, BoC\u2019nin toplant\u0131da politika faizini (merkez bankas\u0131n\u0131n temel faiz oran\u0131) de\u011fi\u015ftirmeden sabit tutmas\u0131n\u0131 bekliyor. Bu beklenti, piyasadaki mevcut fiyatlamayla uyumlu.<\/p>\n
Bu de\u011fi\u015fimle birlikte yat\u0131r\u0131mc\u0131lar\u0131n, faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fckseldi\u011fine g\u00f6re i\u015flemlerini ayarlamas\u0131 gerekiyor. T\u00fcrev \u00fcr\u00fcnler (fiyat\u0131 ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 kontratlar) bu ama\u00e7la kullan\u0131labilir. Bankers\u2019 Acceptance vadeli i\u015flemlerine (k\u0131sa vadeli faiz beklentisini yans\u0131tan finansal kontratlar) ba\u011fl\u0131 opsiyonlarda z\u0131mni oynakl\u0131k (opsiyon fiyatlar\u0131ndan hesaplanan beklenen dalgalanma) y\u00fckseldi; bu da belirsizli\u011fin artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. K\u0131sa vadeli faiz beklentisi y\u00fckselirken kazan\u00e7 sa\u011flayan stratejilerin \u00f6ne \u00e7\u0131kabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Bu durum d\u00f6viz piyasas\u0131nda da f\u0131rsat yarat\u0131yor. BoC\u2019nin duru\u015fu daha s\u0131k\u0131 hale geldik\u00e7e Kanada dolar\u0131 g\u00fc\u00e7lendi; ABD dolar\u0131 kar\u015f\u0131s\u0131nda son d\u00f6nemde alt\u0131 ay\u0131n zirvesini g\u00f6rd\u00fc. Bu hareket, varil ba\u015f\u0131na 85 dolar\u0131n \u00fczerinde kalan petrol fiyatlar\u0131yla da destekleniyor. Opsiyon kullanarak (belirli bir fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fmeler) Kanada dolar\u0131ndaki g\u00fcc\u00fcn s\u00fcrmesine, \u00f6zellikle daha gev\u015fek para politikas\u0131na yak\u0131n merkez bankalar\u0131 olan \u00fclkelerin para birimlerine kar\u015f\u0131 pozisyon almak, \u00f6n\u00fcm\u00fczdeki haftalarda mant\u0131kl\u0131 bir yakla\u015f\u0131m.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 a\u00e7\u0131n<\/a>\u00a0ve\u00a0i\u015flem yapmaya ba\u015flay\u0131n<\/a>\u00a0. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Kanada\u2019da enflasyon s\u00fcrprizi: Man\u015fet T\u00dcFE martta %2,4\u2019e \u00e7\u0131kt\u0131, beklentinin hafif alt\u0131nda. BoC \u00e7ekirdek yatay, toplant\u0131 n\u00f6tr. Faiz art\u0131\u015f\u0131 fiyatlamas\u0131, oynakl\u0131k ve g\u00fc\u00e7l\u00fc CAD\/petrol destekli.<\/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-45123","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\/45123","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=45123"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45123\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}