Yeni Zelanda\u2019n\u0131n Global Dairy Trade (GDT) fiyat endeksi -%2,7\u2019ye y\u00fckseldi; \u00f6nceki g\u00fcncellemede -%3,4 seviyesindeydi. <\/p>\n
Bu de\u011fi\u015fim, endeksteki genel d\u00fc\u015f\u00fc\u015f\u00fcn \u00f6nceki veriye g\u00f6re daha s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. <\/p>\n
Global Dairy Trade fiyat endeksi, fiyatlar\u0131n h\u00e2l\u00e2 geriledi\u011fini ancak d\u00fc\u015f\u00fc\u015f h\u0131z\u0131n\u0131n -%2,7\u2019ye belirgin \u015fekilde yava\u015flad\u0131\u011f\u0131n\u0131 ortaya koyuyor. Bu, 2026\u2019n\u0131n ilk \u00e7eyre\u011findeki zorlu d\u00f6nemin ard\u0131ndan piyasan\u0131n dip aray\u0131\u015f\u0131na girmi\u015f olabilece\u011fine i\u015faret ediyor. A\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n azalmas\u0131, yo\u011fun sat\u0131\u015flar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde geride kalm\u0131\u015f olabilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. <\/p>\n
Tam Ya\u011fl\u0131 S\u00fct Tozu (WMP) vadeli i\u015flemlerinde (belirli bir tarihte, bug\u00fcnden belirlenen fiyattan al\u0131m-sat\u0131m yapma s\u00f6zle\u015fmesi) k\u0131sa pozisyon (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne oynayan pozisyon) ta\u015f\u0131yan yat\u0131r\u0131mc\u0131lar, k\u00e2r\u0131n bir k\u0131sm\u0131n\u0131 realize etmeyi (k\u00e2r\u0131 nakde \u00e7evirmeyi) de\u011ferlendirebilir. Endeksin en \u00f6nemli bile\u015feni olan WMP\u2019de fiyat d\u00fc\u015f\u00fc\u015f\u00fc -%1,8 ile s\u0131n\u0131rl\u0131 kald\u0131; \u00f6nceki ihaledeki -%4,5\u2019lik d\u00fc\u015f\u00fc\u015fe g\u00f6re belirgin bir iyile\u015fme var. Bu tablo, olas\u0131 bir toparlanmaya haz\u0131rlanmak i\u00e7in A\u011fustos ve Eyl\u00fcl 2026 vadeli kontratlarda al\u0131m opsiyonu (call: belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) de\u011ferlendirmek ad\u0131na erken bir f\u0131rsat olabilir. <\/p>\n
Bu veri, haftalard\u0131r bask\u0131 alt\u0131nda olan Yeni Zelanda dolar\u0131na (NZD) destek sa\u011flayabilir. NZD\/USD paritesi (iki para biriminin birbirine kar\u015f\u0131 de\u011feri) 0,6150 civar\u0131nda seyrederken, Yeni Zelanda\u2019n\u0131n en b\u00fcy\u00fck ihracat kalemindeki g\u00f6r\u00fcn\u00fcm dengelendik\u00e7e sat\u0131\u015f bask\u0131s\u0131 azalabilir. Bu seviyeler, paritede temkinli uzun pozisyon (y\u00fckseli\u015fe oynayan pozisyon) denemek i\u00e7in uygun g\u00f6r\u00fclebilir. <\/p>\n
2025 ba\u015f\u0131nda da sert d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan dengelenme s\u00fcreci ya\u015fanm\u0131\u015f, bunun ard\u0131ndan s\u0131n\u0131rl\u0131 bir fiyat toparlanmas\u0131 gelmi\u015fti. O d\u00f6nemin ge\u00e7mi\u015f verileri, d\u00fc\u015f\u00fc\u015f h\u0131z\u0131n\u0131n yar\u0131ya indi\u011fi a\u015famada fiyatlar\u0131n yakla\u015f\u0131k alt\u0131 hafta yatay seyretti\u011fini (belirgin y\u00f6n olmadan dalgalanmak) ve sonras\u0131nda art\u0131ya d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyordu. Bu nedenle net bir d\u00f6n\u00fc\u015f i\u00e7in zaman gerekebilir. <\/p>\n
Son raporlar, \u00c7in\u2019in ithalat talebinde d\u00f6rt ay sonra ilk kez s\u0131n\u0131rl\u0131 bir art\u0131\u015fa i\u015faret ediyor; bu da fiyatlar\u0131n dengelenmesine katk\u0131 sa\u011flayabilir. S\u00fct \u00fcr\u00fcnleri bile\u015fenlerinde (sanayide kullan\u0131lan s\u00fct tozu gibi ara \u00fcr\u00fcnler) \u00c7in\u2019in ithalat hacminin Mart 2026\u2019da bir \u00f6nceki aya g\u00f6re %1,5 artt\u0131\u011f\u0131 bildirildi. K\u00fc\u00e7\u00fck ama trend de\u011fi\u015fimini g\u00f6steren bu unsur, \u00f6n\u00fcm\u00fczdeki GDT ihalelerinde yak\u0131ndan izlenmeli.<\/p>\n","protected":false},"excerpt":{"rendered":"
GDT endeksi d\u00fc\u015f\u00fc\u015f\u00fc -%2,7\u2019ye yava\u015flad\u0131 (\u00f6nceki -%3,4): sat\u0131\u015f bask\u0131s\u0131 zay\u0131fl\u0131yor. WMP\u2019de d\u00fc\u015f\u00fc\u015f -%1,8\u2019e indi. NZD\u2019ye destek, dip aray\u0131\u015f\u0131 ve \u00c7in ithalat\u0131nda art\u0131\u015f sinyali.<\/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-45145","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\/45145","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=45145"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45145\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}