Birle\u015fik Krall\u0131k\u2019ta i\u015fsizlik yard\u0131m\u0131 ba\u015fvurular\u0131ndaki de\u011fi\u015fim (claimant count change) May\u0131s ay\u0131nda 31,2 bin ile 25,8 binlik beklentiyi a\u015ft\u0131. Veri, ay boyunca i\u015fsizlikle ba\u011flant\u0131l\u0131 sosyal yard\u0131m \u00f6dene\u011fi talep edenlerin say\u0131s\u0131nda \u00f6ng\u00f6r\u00fclenden daha g\u00fc\u00e7l\u00fc bir art\u0131\u015fa i\u015faret ediyor.<\/p>\n
Piyasalar, istihdam ko\u015fullar\u0131na ili\u015fkin son sinyallere bir yenisini ekleyen bu veriyi di\u011fer i\u015fg\u00fcc\u00fc g\u00f6stergeleri ve \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) politika g\u00f6r\u00fcn\u00fcm\u00fcyle birlikte de\u011ferlendirecek. Claimant count change, k\u0131sa vadede yard\u0131m ba\u015fvurular\u0131ndaki dalgalanmalar\u0131 izlemek i\u00e7in yak\u0131ndan takip edilen bir g\u00f6sterge olup, para politikas\u0131ndaki olas\u0131 ayarlamalar\u0131n h\u0131z\u0131na dair beklentileri etkileyebiliyor.<\/p>\n
Birle\u015fik Krall\u0131k\u2019ta May\u0131s ay\u0131na ili\u015fkin claimant count 31,2 bin ile 25,8 binlik beklentinin belirgin \u015fekilde \u00fczerinde ger\u00e7ekle\u015fti. Bu durum, Birle\u015fik Krall\u0131k i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n \u00f6ng\u00f6r\u00fclenden daha fazla zay\u0131flad\u0131\u011f\u0131na i\u015faret ediyor. Bunu, yaz aylar\u0131na girerken ekonomik ivmenin yava\u015flayabilece\u011fine dair kritik bir sinyal olarak g\u00f6r\u00fcyoruz.<\/p>\n
Bu veri, \u0130ngiliz Sterlini (GBP) \u00fczerinde k\u0131sa vadede a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131yor. \u00d6n\u00fcm\u00fczdeki haftalarda yat\u0131r\u0131mc\u0131lar\u0131n GBP\/USD\u2019de put opsiyonu al\u0131m\u0131n\u0131 de\u011ferlendirerek 1,2500 seviyesine do\u011fru olas\u0131 bir geri \u00e7ekilmeye pozisyon alabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. CME Group verilerine g\u00f6re sterlinde spek\u00fclatif net-uzun pozisyonlar bu ay \u015fimdiden %8 geriledi; bu istihdam verisinin s\u00f6z konusu d\u00fc\u015f\u00fc\u015f e\u011filimini h\u0131zland\u0131rmas\u0131 muhtemel.<\/p>\n
Faiz t\u00fcrevleri taraf\u0131nda, bu zay\u0131f istihdam verisi BoE\u2019nin faiz art\u0131r\u0131m\u0131 konusunda daha temkinli olmas\u0131na neden olacakt\u0131r. Daha g\u00fcvercin bir merkez bankas\u0131 beklentisi olu\u015ftu\u011funda tahvil fiyatlar\u0131 genellikle y\u00fckseldi\u011fi i\u00e7in Birle\u015fik Krall\u0131k Gilt vadeli i\u015flemlerinde uzun pozisyon almay\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Tarihsel olarak, 2019 ortas\u0131ndaki \u00f6r\u00fcnt\u00fcye benzer \u015fekilde, claimant count\u2019ta kal\u0131c\u0131 bir art\u0131\u015f, BoE\u2019nin s\u0131k\u0131la\u015ft\u0131rma e\u011filiminden n\u00f6tr bir duru\u015fa ge\u00e7ti\u011fi bir d\u00f6nemin \u00f6ncesinde g\u00f6r\u00fclm\u00fc\u015ft\u00fc.<\/p>\n
Hisse senedi taraf\u0131nda ise so\u011fuyan bir i\u015fg\u00fcc\u00fc piyasas\u0131, FTSE 100 gibi Birle\u015fik Krall\u0131k hisseleri i\u00e7in ters r\u00fczg\u00e2r olu\u015fturabilir. Yava\u015flayan i\u00e7 b\u00fcy\u00fcmeyle ba\u011flant\u0131l\u0131 olas\u0131 bir piyasa d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 korunmak ad\u0131na FTSE 100 endeksi \u00fczerinde put opsiyonu al\u0131m\u0131n\u0131 ihtiyatl\u0131 bir hedge y\u00f6ntemi olarak de\u011ferlendiriyoruz. FTSE opsiyonlar\u0131nda ima edilen volatilite son bir haftada %15,2\u2019ye y\u00fckseldi; bu da piyasan\u0131n ekonomik g\u00f6r\u00fcn\u00fcme ili\u015fkin daha tedirgin hale geldi\u011fini g\u00f6steriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u015eok veri: \u0130ngiltere\u2019de May\u0131s claimant count 31,2 binle beklentiyi a\u015ft\u0131; i\u015fg\u00fcc\u00fc zay\u0131fl\u0131yor. GBP\u2019de bask\u0131, 1,25 riski konu\u015fuluyor. BoE g\u00fcvercinle\u015febilir; Gilt\u2019te uzun, FTSE\u2019de put hedge \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49086","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/49086","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=49086"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49086\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47658"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49086"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49086"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}