ANZ\u2019nin Yeni Zelanda \u0130\u015f D\u00fcnyas\u0131 G\u00fcven Endeksi (\u015firketlerin ekonomiye bak\u0131\u015f\u0131n\u0131 \u00f6l\u00e7en anket g\u00f6stergesi) May\u0131s\u2019ta 10\u2019a y\u00fckseldi. Endeks \u00f6nceki -10,6 seviyesinden d\u00f6nerek bir s\u00fcredir g\u00f6r\u00fclen negatif (k\u00f6t\u00fcmser) okumalar\u0131n ard\u0131ndan yeniden pozitif (iyimser) b\u00f6lgeye ge\u00e7ti.<\/p>\n
Veri, g\u00fcvene dair g\u00fcncel tabloyu sunuyor. Endeks ayl\u0131k bazda (bir \u00f6nceki aya g\u00f6re) 20,6 puan artarken, ANZ May\u0131s seviyesini 10, \u00f6nceki d\u00f6nemi ise -10,6 olarak a\u00e7\u0131klad\u0131.<\/p>\n
\u0130\u015f d\u00fcnyas\u0131 g\u00fcveninin +10\u2019a s\u0131\u00e7ramas\u0131n\u0131 Yeni Zelanda ekonomisi i\u00e7in net bir olumlu sinyal olarak de\u011ferlendiriyoruz. Ge\u00e7en ayki negatif de\u011ferden bu \u00f6l\u00e7\u00fcde d\u00f6n\u00fc\u015f, ekonomideki temel ivmenin g\u00fc\u00e7lendi\u011fine i\u015faret ediyor. Bu da, uzun s\u00fcren zay\u0131fl\u0131\u011f\u0131n ard\u0131ndan ekonomik faaliyetin toparlanmaya ba\u015flad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc destekliyor.<\/p>\n
Bu veri, Yeni Zelanda Merkez Bankas\u0131\u2019n\u0131n (RBNZ) Resmi Nakit Faizi\u2019ni (OCR: merkez bankas\u0131n\u0131n politika faizi) mevcut s\u0131k\u0131 (ekonomiyi yava\u015flatan) seviye olan %5,5\u2019te tutma duru\u015funu g\u00fc\u00e7lendirebilir. Son enflasyon verileri h\u00e2l\u00e2 %4 civar\u0131nda seyrederken, RBNZ erken bir gev\u015feme (faiz indirimiyle finansal ko\u015fullar\u0131 rahatlatma) riskini almak istemeyecektir; bu rapor da faiz indirimi beklentilerini \u00f6teleyebilir. Bu nedenle, 2027\u2019nin ilk \u00e7eyre\u011finden \u00f6nce faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 daha d\u00fc\u015f\u00fck g\u00f6r\u00fcyoruz.<\/p>\n
Bu \u00e7er\u00e7evede, \u00f6zellikle daha \u201cg\u00fcvercin\u201d (faiz indirmeye daha yatk\u0131n) merkez bankalar\u0131na sahip \u00fclkelerin para birimlerine kar\u015f\u0131 Yeni Zelanda dolar\u0131nda y\u00fckseli\u015f potansiyeli g\u00f6r\u00fcyoruz. NZD\/USD paritesinde (Yeni Zelanda dolar\u0131\/ABD dolar\u0131 kuru) y\u00fckseli\u015f y\u00f6nl\u00fc al\u0131m opsiyonlar\u0131n\u0131 (call option: belirli bir fiyattan alma hakk\u0131 veren t\u00fcrev s\u00f6zle\u015fme) takip ediyoruz; 0,6200 civar\u0131ndaki son diren\u00e7 seviyesinin (fiyat\u0131n y\u00fckselmekte zorland\u0131\u011f\u0131 seviye) a\u015f\u0131labilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Faiz fark\u0131n\u0131n (iki \u00fclkenin faizleri aras\u0131ndaki fark) destekleyici olmas\u0131, NZD\u2019de uzun pozisyon ta\u015f\u0131may\u0131 (y\u00fckseli\u015f beklentisiyle al\u0131m y\u00f6n\u00fcnde pozisyon) daha cazip k\u0131l\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u015ea\u015f\u0131rtan d\u00f6n\u00fc\u015f: ANZ Yeni Zelanda \u0130\u015f D\u00fcnyas\u0131 G\u00fcven Endeksi May\u0131s\u2019ta -10,6\u2019dan +10\u2019a s\u0131\u00e7rad\u0131. \u0130yimserlik toparlanma sinyali verirken RBNZ\u2019nin %5,5\u2019te kalmas\u0131, NZD\u2019de y\u00fckseli\u015f beklentisini g\u00fc\u00e7lendiriyor. 0,6200 hedefte.<\/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-47640","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\/47640","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=47640"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47640\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}