Kanada\u2019n\u0131n Kanada menkul k\u0131ymetlerine (hisse ve tahvil gibi yat\u0131r\u0131m ara\u00e7lar\u0131) y\u00f6nelik yabanc\u0131 portf\u00f6y yat\u0131r\u0131m\u0131 Mart ay\u0131nda 4,62 milyar dolar oldu. Bu rakam, 11,4 milyar dolarl\u0131k beklentinin alt\u0131nda kald\u0131.<\/p>\n
Bu sonu\u00e7, yabanc\u0131lar\u0131n Kanada menkul k\u0131ymeti al\u0131m\u0131n\u0131n ay boyunca tahmin edilenden daha zay\u0131f oldu\u011funa i\u015faret ediyor. A\u00e7\u0131klamada daha ayr\u0131nt\u0131l\u0131 da\u011f\u0131l\u0131m (hangi varl\u0131k t\u00fcr\u00fcne ne kadar giri\u015f oldu\u011fu gibi) verilmedi.<\/p>\n
Mart ay\u0131ndaki belirgin sapma, k\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n Kanada varl\u0131klar\u0131na kar\u015f\u0131 daha temkinli davrand\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Menkul k\u0131ymetlere talebin azalmas\u0131, Kanada dolar\u0131na (CAD) talebi de zay\u0131flat\u0131r. Bu nedenle CAD\u2019in ABD dolar\u0131 kar\u015f\u0131s\u0131nda gerilemesinden kazan\u00e7 sa\u011flayan stratejiler de\u011ferlendirilebilir; \u00f6rne\u011fin USD\/CAD al\u0131m opsiyonu (kur y\u00fckselirse de\u011ferlenen opsiyon) almak.<\/p>\n
Zay\u0131f veri, Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) Nisan\u2019da politika faizini %4,75\u2019te sabit tutup \u201ckal\u0131c\u0131 enflasyon\u201d (h\u0131zl\u0131 d\u00fc\u015fmeyen enflasyon) gerek\u00e7esiyle s\u0131k\u0131 duru\u015funu korumas\u0131yla \u00e7eli\u015fiyor. S\u0131k\u0131 para politikas\u0131 (faizleri y\u00fcksek tutma) ile yava\u015flayan ekonomi aras\u0131ndaki bu kopu\u015f, piyasalarda oynakl\u0131\u011f\u0131 (fiyat dalgalanmas\u0131n\u0131n artmas\u0131) y\u00fckseltebilir. B\u00f6yle bir ortamda, fiyat dalgalanmas\u0131ndan yararlanan opsiyon stratejileri\u2014\u00f6rne\u011fin d\u00f6viz ETF\u2019lerinde straddle (ayn\u0131 vadede hem al\u0131m hem sat\u0131m opsiyonu alarak b\u00fcy\u00fck hareketten faydalanma)\u2014ilgi \u00e7ekebilir.<\/p>\n
Son veriler temkinli tabloyu g\u00fc\u00e7lendiriyor: Kanada\u2019da ilk \u00e7eyrek GSYH (ekonominin toplam \u00fcretimi) beklentilerin aksine %0,2 darald\u0131. ABD ekonomisi ise g\u00fc\u00e7l\u00fc kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor; Fed, faizlerin daha uzun s\u00fcre y\u00fcksek kalaca\u011f\u0131 mesaj\u0131n\u0131 veriyor. Bu politika ayr\u0131\u015fmas\u0131 genelde ABD dolar\u0131n\u0131 g\u00fc\u00e7lendirip \u201cloonie\u201dyi (Kanada dolar\u0131) zay\u0131flatan bir etken olarak g\u00f6r\u00fcl\u00fcr; bu e\u011filime vadeli i\u015flemler piyasas\u0131nda (gelecekte belirli fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmeleri) pozisyon al\u0131nabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz veri: Kanada menkul k\u0131ymetlerine yabanc\u0131 giri\u015f Mart\u2019ta 4,62 milyar $\u2019da kald\u0131, beklenti 11,4 milyar $. Zay\u0131f talep CAD\u2019i bask\u0131layabilir; USD\/CAD ve opsiyon stratejileri \u00f6ne \u00e7\u0131k\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-46780","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\/46780","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=46780"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46780\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46780"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46780"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}