ABD\u2019de ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131n\u0131n d\u00f6rt haftal\u0131k ortalamas\u0131, 8 May\u0131s ile biten haftada 203,75 bin seviyesine y\u00fckseldi. \u00d6nceki veride 203,25 bin d\u00fczeyindeydi.<\/p>\n
Bu, 0,50 binlik bir art\u0131\u015fa i\u015faret ediyor. Bu veriler, son d\u00f6rt haftadaki yeni ba\u015fvurular\u0131n ortalamas\u0131n\u0131 izler.<\/p>\n
\u0130\u015fsizlik ba\u015fvurular\u0131n\u0131n 4 haftal\u0131k ortalamas\u0131ndaki bu s\u0131n\u0131rl\u0131 y\u00fckseli\u015f, i\u015f g\u00fcc\u00fc piyasas\u0131n\u0131n h\u00e2l\u00e2 \u00e7ok s\u0131k\u0131 oldu\u011funu g\u00f6steriyor. Bu g\u00f6r\u00fcn\u00fcm, ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) yak\u0131n zamanda faiz indirimini g\u00fcndeme almak i\u00e7in g\u00fc\u00e7l\u00fc bir gerek\u00e7e g\u00f6rmedi\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc destekliyor. Dolay\u0131s\u0131yla h\u0131zl\u0131 bir politika de\u011fi\u015fimi beklentileri zay\u0131fl\u0131yor.<\/p>\n
Bu veriyi, nisan ay\u0131 T\u00fcketici Fiyat Endeksi (T\u00dcFE) raporuyla birlikte okumak gerekiyor. Raporda \u00e7ekirdek enflasyonun (enerji ve g\u0131da gibi oynak kalemler hari\u00e7 fiyat art\u0131\u015f\u0131) %3,1 seviyesinde diren\u00e7li kald\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc. G\u00fc\u00e7l\u00fc istihdam g\u00f6r\u00fcn\u00fcm\u00fc ve \u201cyap\u0131\u015fkan\u201d enflasyon (kolay d\u00fc\u015fmeyen, kal\u0131c\u0131 fiyat bask\u0131lar\u0131) birlikte de\u011ferlendirildi\u011finde Fed\u2019in mevcut duru\u015funu korumas\u0131 daha olas\u0131 g\u00f6r\u00fcn\u00fcyor. Bu nedenle eyl\u00fcl \u00f6ncesi faiz indirimi olas\u0131l\u0131\u011f\u0131 piyasada %30\u2019un alt\u0131na geriledi; bu oran sadece bir ay \u00f6nceye g\u00f6re belirgin \u015fekilde daha d\u00fc\u015f\u00fck.<\/p>\n
T\u00fcrev \u00fcr\u00fcnler (dayanak varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fmeler) taraf\u0131nda bu, faizlerin y\u00fcksek kalmas\u0131ndan fayda sa\u011flayan stratejilere odaklanmak anlam\u0131na geliyor. Aral\u0131k 2026 vadeli SOFR kontratlar\u0131 (ABD\u2019de gecelik teminatl\u0131 fonlama faiz oran\u0131na dayal\u0131 vadeli i\u015flem) \u00fczerinde \u201czarar yazma olas\u0131l\u0131\u011f\u0131 d\u00fc\u015f\u00fck\u201d al\u0131m opsiyonlar\u0131 sat\u0131\u015f\u0131 de\u011ferlendirilebilir. Bu yakla\u015f\u0131m, y\u0131l sonuna kadar sert bir faiz indirim serisi ger\u00e7ekle\u015fmezse prim geliriyle kazan\u00e7 hedefler. Mevcut veriler dikkate al\u0131nd\u0131\u011f\u0131nda, olas\u0131l\u0131\u011f\u0131 daha y\u00fcksek bir i\u015flem olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
2024 ve 2025 boyunca piyasalar\u0131n s\u0131k s\u0131k erken faiz indirimi fiyatlay\u0131p, dayan\u0131kl\u0131 ekonomi verileri nedeniyle hayal k\u0131r\u0131kl\u0131\u011f\u0131 ya\u015fad\u0131\u011f\u0131 d\u00f6nemler hat\u0131rlanmal\u0131. Bu ge\u00e7mi\u015f, Fed\u2019in \u201cuzun s\u00fcre y\u00fcksek faiz\u201d mesaj\u0131n\u0131n tersine pozisyon almada temkinli olunmas\u0131 gerekti\u011fine i\u015faret ediyor. Mevcut i\u015fsizlik ba\u015fvurular\u0131 verisi de bu tabloyla uyumlu.<\/p>\n","protected":false},"excerpt":{"rendered":"
ABD i\u015fsizlik ba\u015fvurular\u0131nda 4 haftal\u0131k ortalama 203,75 bine \u00e7\u0131kt\u0131: Ufak art\u0131\u015f, s\u0131k\u0131 istihdam ve yap\u0131\u015fkan enflasyonla Fed\u2019in \u201cuzun s\u00fcre y\u00fcksek faiz\u201d \u00e7izgisini g\u00fc\u00e7lendiriyor; erken indirim fiyatlamas\u0131 zay\u0131fl\u0131yor.<\/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-46673","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\/46673","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=46673"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46673\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}