ABD\u2019de otomobil hari\u00e7 perakende sat\u0131\u015flar Nisan\u2019da ayl\u0131k bazda %0,7 artt\u0131. Beklentiler %0,6 art\u0131\u015f y\u00f6n\u00fcndeydi.<\/p>\n
Ger\u00e7ekle\u015fme, beklentiyi 0,1 y\u00fczde puan a\u015ft\u0131. Veri, motorlu ta\u015f\u0131t sat\u0131\u015flar\u0131 hari\u00e7 perakende faaliyetini kaps\u0131yor.<\/p>\n
Nisan ay\u0131ndaki beklentiyi a\u015fan bu perakende sat\u0131\u015f verisi, t\u00fcketicinin dayan\u0131kl\u0131 kald\u0131\u011f\u0131na i\u015faret ediyor. Bu nedenle ABD Merkez Bankas\u0131\u2019n\u0131n (Fed), politika faizini (merkez bankas\u0131n\u0131n ekonomiyi etkileyen temel faiz oran\u0131) yak\u0131n vadede indirme bask\u0131s\u0131 azalabilir. Fed Fon vadeli i\u015flemlerinin (piyasan\u0131n gelecekteki Fed faizine dair fiyatlamas\u0131) ima etti\u011fi yaz aylar\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131, ge\u00e7en hafta %50\u2019nin \u00fczerindeyken bu sabah %35\u2019in alt\u0131na geriledi.<\/p>\n
Hisse endeksi yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in bu, \u201ciyi haber k\u00f6t\u00fc haber\u201d ikilemi yarat\u0131yor. G\u00fc\u00e7l\u00fc t\u00fcketim \u015firket k\u00e2rlar\u0131n\u0131 desteklerken, faizlerin uzun s\u00fcre y\u00fcksek kalmas\u0131 ihtimali de\u011ferlemeleri (hisse fiyatlar\u0131n\u0131n k\u00e2r ve faizle ili\u015fkili seviyesi) bask\u0131l\u0131yor. Ge\u00e7mi\u015fte 2025\u2019in b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde benzer bir tablo g\u00f6r\u00fclm\u00fc\u015f, g\u00fc\u00e7l\u00fc ekonomik veriler faiz beklentileri yukar\u0131 g\u00fcncellendik\u00e7e S&P 500\u2019de (ABD\u2019nin \u00f6nde gelen 500 \u015firketini izleyen endeks) geri \u00e7ekilmeleri tetiklemi\u015fti.<\/p>\n
Bu rapor, son d\u00f6nemdeki \u201cekonomi yava\u015f\u00e7a so\u011fuyor\u201d anlat\u0131s\u0131n\u0131 bozuyor ve \u00f6n\u00fcm\u00fczdeki haftalarda piyasa belirsizli\u011fini art\u0131rabilir. CBOE Volatilite Endeksi (VIX) (S&P 500 i\u00e7in beklenen oynakl\u0131\u011f\u0131, yani fiyat dalgalanmas\u0131 beklentisini g\u00f6steren endeks), 14 civar\u0131ndaki d\u00fc\u015f\u00fck seviyelerden belirgin y\u00fckseli\u015f talebi g\u00f6rebilir. Riskin yeniden fiyatlanmas\u0131na kar\u015f\u0131 korunmak i\u00e7in (hedge: olas\u0131 zarar\u0131 s\u0131n\u0131rlamak amac\u0131yla pozisyon almak) VIX\u2019te k\u0131sa vadeli al\u0131m opsiyonlar\u0131 (call: belirli fiyattan alma hakk\u0131) de\u011ferlendirilebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz perakende sat\u0131\u015f verisi piyasay\u0131 kar\u0131\u015ft\u0131rd\u0131: ABD\u2019de otomobil hari\u00e7 sat\u0131\u015flar Nisan\u2019da %0,7 artt\u0131. Fed\u2019in yak\u0131n vadeli faiz indirimi ihtimali zay\u0131flarken, hisse de\u011ferlemeleri bask\u0131lan\u0131yor; VIX\u2019te y\u00fckseli\u015f ihtimali art\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-46674","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\/46674","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=46674"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46674\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}