ABD ile Kanada aras\u0131ndaki ticaret gerilimi, USMCA (ABD-Meksika-Kanada Anla\u015fmas\u0131) g\u00f6r\u00fc\u015fmeleri \u00f6ncesinde art\u0131yor. Washington, m\u00fczakereler ba\u015flamadan Kanada\u2019dan pe\u015fin tavizler istiyor. <\/p>\n
Bildirilen talepler aras\u0131nda, Kanada\u2019n\u0131n s\u00fct \u00fcr\u00fcnleri pazar\u0131n\u0131 mevcut USMCA taahh\u00fctlerinin de \u00f6tesinde daha fazla a\u00e7mas\u0131 var. Ayr\u0131ca Kanada\u2019n\u0131n dijital hizmet vergisinin (dijital \u015firketlerin yerel gelirleri \u00fczerinden al\u0131nan vergi) kald\u0131r\u0131lmas\u0131 ve Kanada topraklar\u0131nda ABD s\u0131n\u0131r uygulama yetkisinin (ABD\u2019li kurumlar\u0131n denetim\/uygulama alan\u0131n\u0131n) geni\u015fletilmesi de isteniyor. <\/p>\n
Bu talepler, g\u00f6r\u00fc\u015fmeleri e\u015fit ko\u015fullardan uzakla\u015ft\u0131r\u0131yor ve Kanada a\u00e7\u0131s\u0131ndan egemenlik (\u00fclkenin kendi topraklar\u0131nda kendi kurallar\u0131n\u0131 uygulama hakk\u0131) tart\u0131\u015fmas\u0131 yarat\u0131yor. Kanada bu talepleri reddedebilir ya da USMCA\u2019dan \u00e7\u0131kmay\u0131 g\u00fcndeme alabilir. <\/p>\n
ABD\u2019nin otomobil tarifeleri (ithalata ek vergi) h\u00e2lihaz\u0131rda Kanada otomotiv sekt\u00f6r\u00fcnde, K\u00fcresel Finansal Kriz (2008 krizi) sonras\u0131na benzer bir yava\u015flama riski yarat\u0131yor. Kanada\u2019n\u0131n sanayi ihracat\u0131 ve ara\u00e7 sat\u0131\u015flar\u0131 i\u00e7in de a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskler bulunuyor. <\/p>\n
Bu ABD talepleri, Kanada ekonomisinin genelini bask\u0131 alt\u0131na sokabilir; bu da S&P\/TSX 60 endeksinde (Kanada\u2019n\u0131n \u00f6nde gelen b\u00fcy\u00fck \u015firket endeksi) daha temkinli bir duru\u015fu \u00f6ne \u00e7\u0131kar\u0131yor. 2017-2018\u2019deki gergin m\u00fczakerelerde de benzer bir tedirginlik g\u00f6r\u00fclm\u00fc\u015f, piyasada sert ve y\u00f6ns\u00fcz dalgalanmalar ya\u015fanm\u0131\u015ft\u0131. Ge\u00e7en y\u0131l itibar\u0131yla Kanada ihracat\u0131n\u0131n h\u00e2l\u00e2 %70\u2019ten fazlas\u0131 ABD\u2019ye gitti\u011fi i\u00e7in, USMCA \u00e7er\u00e7evesine y\u00f6nelik her tehdit geni\u015f Kanada piyasa ETF\u2019lerinde (borsada i\u015flem g\u00f6ren fon) koruyucu sat\u0131m opsiyonu (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 sigorta) al\u0131m\u0131n\u0131 g\u00fcndeme getirebilir. <\/p>\n
Otomotiv sekt\u00f6r\u00fc \u00f6zellikle k\u0131r\u0131lgan. Tarife tehdidi, 2008 sonras\u0131 d\u00f6nemde g\u00f6r\u00fclenlere benzer a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskler yarat\u0131yor. Magna gibi Kanada\u2019l\u0131 otomotiv par\u00e7as\u0131 \u00fcreticileri do\u011frudan hedefte; sekt\u00f6r, ABD\u2019ye yap\u0131lan imalat ihracat\u0131n\u0131n \u00f6nemli bir b\u00f6l\u00fcm\u00fcn\u00fc olu\u015fturuyor. Yat\u0131r\u0131mc\u0131lar, g\u00f6r\u00fc\u015fmelerin bozulmas\u0131 durumunda olas\u0131 gerilemeye kar\u015f\u0131 korunmak i\u00e7in bu sanayi hisselerinde uzun vadeli sat\u0131m opsiyonlar\u0131n\u0131 (ileri tarihli d\u00fc\u015f\u00fc\u015f korumas\u0131) de\u011ferlendirebilir. <\/p>\n
S\u0131n\u0131r\u0131n ABD taraf\u0131nda ise Kanada\u2019n\u0131n dijital hizmet vergisi anla\u015fmazl\u0131\u011f\u0131, baz\u0131 b\u00fcy\u00fck ABD teknoloji \u015firketleri i\u00e7in k\u0131sa vadeli bask\u0131 yaratabilir. Bu dev \u015firketler i\u00e7in sistemik bir risk olmasa da, Kanada gelirleri \u00fczerinden \u00f6nerilen %3 vergi bilan\u00e7o toplant\u0131lar\u0131nda g\u00fcndeme gelebilir. Ticaret yetkililerinin g\u00f6r\u00fc\u015fme takvimine yak\u0131n tarihlerde, baz\u0131 teknoloji hisselerinde opsiyonlarla k\u0131sa vadeli dalgalanma i\u015flemleri f\u0131rsatlar\u0131 do\u011fabilir. <\/p>\n
VT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" USMCA \u00f6ncesi tansiyon t\u0131rman\u0131yor: ABD, Kanada\u2019dan s\u00fct pazar\u0131, dijital vergi ve s\u0131n\u0131r yetkisi tavizleri istiyor. Egemenlik krizi riski, otomotivde yava\u015flama, TSX\u2019te temkin, opsiyonlarla korunma g\u00fcndemde.<\/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-45363","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\/45363","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=45363"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45363\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}