\u00c7in\u2019in y\u0131ll\u0131k bazda (ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re) sanayi \u00fcretimi Nisan ay\u0131nda %4,1 artt\u0131. Bu oran, beklenen %5,9\u2019un alt\u0131nda kald\u0131.<\/p>\n
Veriler, ay i\u00e7in \u00f6ng\u00f6r\u00fclenden daha yava\u015f bir \u00fcretim art\u0131\u015f\u0131na i\u015faret ediyor. Sanayi \u00fcretimi, bir \u00fclkenin fabrika ve madencilik gibi sekt\u00f6rlerde \u00fcretti\u011fi toplam \u00e7\u0131kt\u0131 olup, burada ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131l\u0131yor.<\/p>\n
\u00c7in\u2019de Nisan 2026 sanayi \u00fcretiminin %4,1 ile %5,9\u2019luk beklentinin alt\u0131nda kalmas\u0131, k\u00fcresel talebin zay\u0131flad\u0131\u011f\u0131na dair net bir sinyal. Bu durum, \u00c7in imalat\u0131n\u0131 besleyen sanayi emtialar\u0131 (\u00fcretimde kullan\u0131lan hammaddeler) i\u00e7in d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir g\u00f6r\u00fcn\u00fcm yarat\u0131yor. Yat\u0131r\u0131mc\u0131lar, bak\u0131r ve demir cevheri ETF\u2019lerinde (borsada i\u015flem g\u00f6ren fonlar) put opsiyonu (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma veya d\u00fc\u015f\u00fc\u015ften kazan\u00e7 sa\u011flayan opsiyon) almay\u0131 veya vadeli i\u015flem s\u00f6zle\u015fmelerinde (gelecekte belirli fiyattan al\u0131m-sat\u0131m anla\u015fmas\u0131) k\u0131sa pozisyon (d\u00fc\u015f\u00fc\u015fe oynama) a\u00e7may\u0131 de\u011ferlendirebilir.<\/p>\n
Bu g\u00f6r\u00fc\u015f piyasaya da yans\u0131yor. CME\u2019de (Chicago Mercantile Exchange, emtia vadeli i\u015flemler borsas\u0131) bak\u0131r fiyat\u0131 May\u0131s 2026 ba\u015f\u0131nda pound ba\u015f\u0131na 4,50 dolar\u0131n alt\u0131na inerek bu \u00e7eyrekte ilk kez bu seviyenin alt\u0131n\u0131 g\u00f6rd\u00fc. Ge\u00e7en haftaki veriler, depo stoklar\u0131nda art\u0131\u015fa i\u015faret ederek t\u00fcketimin zay\u0131f kald\u0131\u011f\u0131n\u0131 do\u011fruluyor. Bu g\u00f6r\u00fcn\u00fcm, benzer zay\u0131f verilerin emtia fiyatlar\u0131nda uzun s\u00fcreli d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131\u011f\u0131 2025 ortas\u0131ndaki gerilemeyi hat\u0131rlat\u0131yor.<\/p>\n
Yava\u015flama, emtia ihra\u00e7 eden \u00fclkelerin para birimleri \u00fczerinde bask\u0131 kurabilir. Avustralya dolar\u0131n\u0131n zay\u0131f performans g\u00f6stermesini bekliyoruz; AUD\/USD\u2019de put opsiyonu (kur d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma\/d\u00fc\u015f\u00fc\u015ften kazan\u00e7) bu a\u00e7\u0131dan zamanl\u0131 bir strateji olabilir. Son merkez bankas\u0131 tutanaklar\u0131, Avustralya Merkez Bankas\u0131\u2019n\u0131n (RBA) daha az \u201c\u015fahin\u201d (faiz art\u0131r\u0131m\u0131 e\u011filimi daha d\u00fc\u015f\u00fck) bir duru\u015fa ge\u00e7ti\u011fini g\u00f6sterdi; bu da g\u00fc\u00e7lenen ABD dolar\u0131 kar\u015f\u0131s\u0131nda para birimine s\u0131n\u0131rl\u0131 destek veriyor.<\/p>\n
\u00c7in pazar\u0131na y\u00fcksek ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 olan k\u00fcresel hisselerde, \u00f6zellikle a\u011f\u0131r i\u015f makinalar\u0131 ve l\u00fcks t\u00fcketim sekt\u00f6rlerinde zay\u0131fl\u0131k beklenebilir. \u00c7in\u2019de g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmeye dayanan \u015firketler art\u0131k belirgin engellerle kar\u015f\u0131 kar\u015f\u0131ya. K\u00fcresel madencilik \u015firketlerini izleyen bir endekste put opsiyonu almak, bu yava\u015flamaya kar\u015f\u0131 etkili bir koruma (hedge) sa\u011flayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u00c7in\u2019de Nisan sanayi \u00fcretimi %4,1\u2019de kald\u0131; %5,9 beklenti ka\u00e7t\u0131. K\u00fcresel talep zay\u0131fl\u0131yor: bak\u0131r\/demir cevheri bask\u0131da, CME bak\u0131r 4,50$ alt\u0131. AUD\/USD ve madencilik hisselerinde put\/short 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-46843","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\/46843","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=46843"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46843\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46843"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46843"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}