Avustralya\u2019n\u0131n ihracat\u0131 Nisan ay\u0131nda ayl\u0131k bazda %7,2 artt\u0131. B\u00f6ylece \u00f6nceki d\u00f6nemdeki %2,7\u2019lik d\u00fc\u015f\u00fc\u015f tersine d\u00f6nm\u00fc\u015f oldu. Bu hareket, daha zay\u0131f ge\u00e7en Mart ay\u0131n\u0131n ard\u0131ndan yurtd\u0131\u015f\u0131 sevkiyatlarda toparlanmaya i\u015faret ediyor.<\/p>\n
Son ayl\u0131k art\u0131\u015f, bir \u00f6nceki ayki daralmaya k\u0131yasla d\u0131\u015f talep ko\u015fullar\u0131nda g\u00fc\u00e7lenmeye veya ihracat hacimlerinde iyile\u015fmeye i\u015faret ediyor. Man\u015fet verilerle birlikte ilave bir k\u0131r\u0131l\u0131m payla\u015f\u0131lmad\u0131.<\/p>\n
Nisan ay\u0131ndaki ihracatta g\u00f6r\u00fclen sert %7,2\u2019lik s\u0131\u00e7rama, \u00f6nemli bir d\u00f6n\u00fc\u015fe i\u015faret ederek Avustralya mallar\u0131na y\u00f6nelik g\u00fc\u00e7l\u00fc yurtd\u0131\u015f\u0131 talebi ortaya koyuyor. Bunu, mevcut \u00e7eyrekte Avustralya ekonomisinin b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan net bir pozitif olarak de\u011ferlendiriyoruz. Bu g\u00fc\u00e7lenmenin, \u00f6n\u00fcm\u00fczdeki haftalarda Avustralya dolar\u0131 (AUD) i\u00e7in sa\u011flam bir destek olu\u015fturmas\u0131 beklenebilir.<\/p>\n
S\u00f6z konusu ihracat art\u0131\u015f\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde demir cevheri sevkiyatlar\u0131ndaki y\u00fckseli\u015ften kaynaklan\u0131yor; bu da \u00c7in\u2019den gelen son olumlu imalat verileriyle uyumlu. Caixin \u0130malat PMI verisi \u00fcst \u00fcste yedi ayd\u0131r geni\u015fleme b\u00f6lgesinde seyrediyor; bu da temel kaynaklar\u0131m\u0131za y\u00f6nelik sanayi talebinin g\u00fc\u00e7l\u00fc kalabilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Bu e\u011filimin ana belirleyicilerinden biri oldu\u011fundan, emtia fiyatlar\u0131n\u0131 yak\u0131ndan izleyece\u011fiz.<\/p>\n
Bu denli g\u00fc\u00e7l\u00fc veriler, Avustralya Merkez Bankas\u0131\u2019n\u0131n (RBA) faiz indirimi se\u00e7ene\u011fini de\u011ferlendirmesini belirgin \u015fekilde zorla\u015ft\u0131r\u0131yor. Nitekim bu haberin ard\u0131ndan piyasa, A\u011fustos\u2019a kadar faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 %40 olarak fiyatlamaya ba\u015flad\u0131; bu oran ge\u00e7en hafta yaln\u0131zca %25 seviyesindeydi. \u015eahinle\u015fen bu fiyatlama, yerel para biriminde g\u00fc\u00e7lenme beklentimizi destekliyor.<\/p>\n
Bu g\u00f6r\u00fcn\u00fcm kapsam\u0131nda, AUD t\u00fcrevlerinde; \u00f6zellikle AUD\/USD paritesinde al\u0131m (call) opsiyonlar\u0131na y\u00f6nelik f\u0131rsatlar\u0131 izliyoruz. Paritenin yak\u0131n zamanda 0,6750 seviyesinin \u00fczerine \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan, 0,6800 veya 0,6850 kullan\u0131m fiyatl\u0131 call opsiyonlar\u0131n\u0131n yukar\u0131 y\u00f6nl\u00fc potansiyelden yararlanmak i\u00e7in uygun bir kald\u0131ra\u00e7 sunabilece\u011fini de\u011ferlendiriyoruz. Bu strateji, kurdaki olas\u0131 ek de\u011fer kazanc\u0131ndan getiri elde ederken riski s\u0131n\u0131rland\u0131rmaya imk\u00e2n tan\u0131r.<\/p>\n
Bu g\u00fc\u00e7lenmenin Avustralya hisselerine de yans\u0131mas\u0131, \u00f6zellikle daha y\u00fcksek ihracat hacimlerinden do\u011frudan fayda sa\u011flayan b\u00fcy\u00fck madencilik \u015firketleri a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kabilir. Olumlu risk i\u015ftah\u0131na geni\u015f kat\u0131l\u0131m sa\u011flamak i\u00e7in ASX 200 endeksi (XJO) \u00fczerinde al\u0131m (call) opsiyonlar\u0131n\u0131 cazip g\u00f6r\u00fcyoruz. Tarihsel olarak bu \u00f6l\u00e7ekte g\u00fc\u00e7l\u00fc d\u0131\u015f ticaret verileri, kaynak a\u011f\u0131rl\u0131kl\u0131 endekste g\u00f6rece g\u00fc\u00e7l\u00fc performans d\u00f6nemlerinin \u00f6nc\u00fcs\u00fc olabiliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Avustralya ihracat\u0131 nisanda %7,2 s\u0131\u00e7rad\u0131; marttaki d\u00fc\u015f\u00fc\u015f tersine d\u00f6nd\u00fc. Demir cevheri ve \u00c7in PMI deste\u011fiyle b\u00fcy\u00fcme, AUD ve madencilik hisseleri \u00f6ne \u00e7\u0131k\u0131yor; RBA indirimi zorla\u015f\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47788,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49398","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\/49398","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=49398"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49398\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47788"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}