BIS Reel Efektif D\u00f6viz Kuru (REER \u2014 enflasyon farklar\u0131 da hesaba kat\u0131larak bir para biriminin ticaret ortaklar\u0131na kar\u015f\u0131 genel de\u011ferini \u00f6l\u00e7en endeks) verileri, son be\u015f y\u0131ldaki de\u011fi\u015fime g\u00f6re bak\u0131ld\u0131\u011f\u0131nda, euro ile ABD dolar\u0131n\u0131n son alt\u0131 ayda de\u011ferleme a\u00e7\u0131s\u0131ndan birbirine yakla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Japon yeni ise REER baz\u0131nda (yani fiyat\/enflasyon etkileri d\u00fczeltilmi\u015f \u00f6l\u00e7\u00fcmde) h\u00e2l\u00e2 d\u00fc\u015f\u00fck de\u011ferli g\u00f6r\u00fcn\u00fcyor.<\/p>\n
ABD\u2013Japonya\u2019n\u0131n kur (d\u00f6viz kuru) konusunda koordinasyonunun fiilen ba\u015flad\u0131\u011f\u0131 anlat\u0131l\u0131yor. Euro ve dolar\u0131n band i\u00e7indeki (belirli bir aral\u0131kta) olas\u0131 hareketleri ise ABD\u2019nin teknoloji g\u00fcc\u00fc ve Avrupa\u2019n\u0131n savunma alan\u0131nda daha ba\u011f\u0131ms\u0131z hareket etme e\u011filimi gibi yap\u0131sal etkenlere ba\u011flan\u0131yor.<\/p>\n
Japonya\u2019n\u0131n benzer bir destekten yoksun kald\u0131\u011f\u0131, bu nedenle yenin daha uzun vadeli bir de\u011fer kayb\u0131 s\u00fcrecinde oldu\u011fu belirtiliyor. Bu durum, \u201cyenin de\u011fer kazanmamas\u0131\u201d gibi basit bir yorumdan farkl\u0131 bir \u00e7er\u00e7evede ele al\u0131n\u0131yor.<\/p>\n
Yen zay\u0131fl\u0131\u011f\u0131n\u0131n kal\u0131c\u0131 olmas\u0131, ihracat kalemlerinde rekabet (ayn\u0131 pazarlara sat\u0131\u015f yar\u0131\u015f\u0131) nedeniyle ABD\u2019ye k\u0131yasla Euro B\u00f6lgesi ihracat\u00e7\u0131lar\u0131 i\u00e7in daha b\u00fcy\u00fck bir risk olarak sunuluyor. Ancak bu rekabetin zamanla zay\u0131flad\u0131\u011f\u0131, \u00f6zellikle otomotiv sekt\u00f6r\u00fcnde \u00c7in\u2019in k\u00fcresel piyasalar\u0131 bozucu etkisinin (pazarlar\u0131 yeniden \u015fekillendirmesi) \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 not ediliyor.<\/p>\n
ABD Hazine Bakan\u0131 Scott Bessent\u2019in Tokyo ziyareti s\u0131ras\u0131nda USD\/JPY paritesinde (1 ABD dolar\u0131n\u0131n ka\u00e7 Japon yeni etti\u011fi) bir kez daha sert ama k\u0131sa s\u00fcreli bir d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc. Piyasalar, Japonya Maliye Bakanl\u0131\u011f\u0131\u2019n\u0131n (kur m\u00fcdahalesi i\u00e7in piyasadan d\u00f6viz al\u0131p satabilen kurum) ad\u0131mlar\u0131n\u0131 \u00f6l\u00e7mek \u00fczere ay sonu m\u00fcdahale verilerini izleyecek. \u015eimdiye kadarki m\u00fcdahalelerin etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 ifade ediliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
BIS REER verileri s\u00fcrpriz sinyal veriyor: Euro ve dolar de\u011ferlemede yak\u0131nla\u015ft\u0131, yen h\u00e2l\u00e2 ucuz. ABD\u2013Japonya kur koordinasyonu ba\u015fl\u0131yor. Kal\u0131c\u0131 yen zay\u0131fl\u0131\u011f\u0131, Euro B\u00f6lgesi ihracat\u00e7\u0131s\u0131na risk; \u00c7in otomotivde oyunu bozuyor.<\/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-46689","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\/46689","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=46689"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46689\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}