\u0130rlanda\u2019n\u0131n AIB hizmetler PMI\u2019\u0131 May\u0131s\u2019ta \u00f6nceki 49,7 seviyesinden 50,8\u2019e y\u00fckselerek, daralma ile geni\u015flemeyi ay\u0131ran 50,0 e\u015fi\u011finin yeniden \u00fczerine \u00e7\u0131kt\u0131. Bu veri, bir \u00f6nceki ay ba\u015fa ba\u015f seviyenin alt\u0131na gerilemenin ard\u0131ndan faaliyette \u0131l\u0131ml\u0131 bir toparlanmaya i\u015faret ediyor.<\/p>\n
Son rakam, hizmet sa\u011flay\u0131c\u0131lar\u0131na y\u00f6nelik AIB anketine g\u00f6re sekt\u00f6r\u00fcn May\u0131s\u2019ta yeniden b\u00fcy\u00fcmeye d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Man\u015fet PMI verilerinin yan\u0131nda herhangi bir alt endeks bilgisi veya ilave anket metri\u011fi payla\u015f\u0131lmad\u0131.<\/p>\n
\u0130rlanda hizmetler PMI\u2019\u0131n\u0131n yeniden geni\u015fleme b\u00f6lgesine ge\u00e7mesini, \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in \u00f6nemli bir y\u00fckseli\u015f sinyali olarak g\u00f6r\u00fcyoruz. 49,7\u2019den 50,8\u2019e s\u0131\u00e7rama, ekonominin temel itici g\u00fc\u00e7lerinden olan hizmet sekt\u00f6r\u00fcn\u00fcn beklenenden daha h\u0131zl\u0131 ivme kazand\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu d\u00f6n\u00fc\u015f, piyasada son d\u00f6nemde h\u00e2kim olan daha temkinli havay\u0131 sorgulat\u0131yor.<\/p>\n
Bu veri, hizmetlerdeki olumlu momentumun \u00e7o\u011fu zaman do\u011frudan \u015firket k\u00e2rl\u0131l\u0131klar\u0131na yans\u0131mas\u0131 nedeniyle ISEQ 20 endeksi \u00fczerinde al\u0131m (call) opsiyonlar\u0131na y\u00f6nelmeyi destekliyor. \u0130rlanda\u2019da i\u015fsizlik oran\u0131n\u0131n son d\u00f6nemde %4,3\u2019e gerilemesiyle birlikte, bu PMI raporu yurt i\u00e7i ekonominin g\u00fc\u00e7lendi\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc peki\u015ftiriyor. \u00d6zellikle hizmet sekt\u00f6r\u00fcn\u00fcn sa\u011fl\u0131\u011f\u0131na y\u00fcksek duyarl\u0131l\u0131k g\u00f6steren bankac\u0131l\u0131k ve seyahat ba\u011flant\u0131l\u0131 hisselerde opsiyonlara odaklanaca\u011f\u0131z.<\/p>\n
Olumlu \u0130rlanda verisi, \u00f6zellikle sterline kar\u015f\u0131 Euro\u2019ya s\u0131n\u0131rl\u0131 da olsa destek verebilir. Tek bir \u00fclkenin PMI\u2019\u0131 ECB politikas\u0131n\u0131 belirlemese de, dayan\u0131kl\u0131l\u0131k g\u00f6r\u00fcn\u00fcm\u00fcne katk\u0131 sa\u011flayarak faiz indirimi beklentilerini bir miktar t\u00f6rp\u00fcleyebilir. Bu olas\u0131 kur g\u00fcc\u00fcne pozisyon almak i\u00e7in k\u0131sa vadeli EUR\/GBP al\u0131m (call) opsiyonlar\u0131n\u0131 de\u011ferlendiriyoruz.<\/p>\n
Ekonomik faaliyetteki bu de\u011fi\u015fim, Euro B\u00f6lgesi faiz beklentilerini etkileyebilir. Bu t\u00fcr veriler, ECB\u2019nin y\u0131l\u0131n ilerleyen d\u00f6nemlerinde olas\u0131 bir faiz indirimini biraz daha az kesin h\u00e2le getirerek k\u0131sa vadeli getiriler \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 yaratabilir. Tarihsel olarak, \u0130rlanda hizmetler PMI\u2019\u0131n\u0131n bir daralma d\u00f6neminin ard\u0131ndan yeniden 50 seviyesinin \u00fczerine \u00e7\u0131kmas\u0131, \u0130rlanda hisselerinde \u00e7o\u011fu zaman birka\u00e7 haftal\u0131k bir ralliye \u00f6nc\u00fcl\u00fck etmi\u015ftir.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz toparlanma: \u0130rlanda AIB hizmetler PMI May\u0131s\u2019ta 49,7\u2019den 50,8\u2019e \u00e7\u0131karak yeniden b\u00fcy\u00fcmeye ge\u00e7ti. ISEQ 20\u2019de opsiyon ilgisi artabilir; EUR\/GBP\u2019ye destek, faiz indirimi beklentilerinde t\u00f6rp\u00fc sinyali.<\/p>\n","protected":false},"author":87,"featured_media":47755,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49394","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\/49394","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=49394"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49394\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47755"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}