\u00c7in\u2019in ihracat\u0131 May\u0131s\u2019ta y\u0131ll\u0131k bazda %19,4 artarak piyasa beklentisi olan %15\u2019in \u00fczerine \u00e7\u0131kt\u0131. Veriler, ikinci \u00e7eyre\u011fin ba\u015f\u0131nda \u00f6ng\u00f6r\u00fclenden daha g\u00fc\u00e7l\u00fc bir d\u0131\u015f sevkiyat temposuna i\u015faret ediyor.<\/p>\n
A\u00e7\u0131klama y\u0131ll\u0131k bazda kar\u015f\u0131la\u015ft\u0131rma \u015feklinde sunuldu; May\u0131s ger\u00e7ekle\u015fmesi konsens\u00fcs\u00fc 4,4 puan a\u015ft\u0131. Metinde ilave k\u0131r\u0131l\u0131mlar veya e\u015flik eden ba\u015fka ticaret g\u00f6stergeleri yer almad\u0131.<\/p>\n
May\u0131s ay\u0131na ili\u015fkin g\u00fc\u00e7l\u00fc \u00c7in ihracat verisi, k\u00fcresel mal talebinin canl\u0131 oldu\u011funa dair net bir sinyal. Bu s\u00fcrpriz yukar\u0131 performans, k\u00fcresel imalat d\u00f6ng\u00fcs\u00fcn\u00fcn sa\u011flam bir ivmeye sahip oldu\u011funu g\u00f6steriyor. Bunu, \u00f6n\u00fcm\u00fczdeki birka\u00e7 hafta boyunca ticarete duyarl\u0131 varl\u0131klarda g\u00fcc\u00fcn s\u00fcrmesine y\u00f6nelik pozisyon almak i\u00e7in bir gerek\u00e7e olarak g\u00f6r\u00fcyoruz.<\/p>\n
Bu verinin \u00c7in Yuan\u0131 i\u00e7in bir taban olu\u015fturdu\u011funu, USD\/CNH\u2019in 7,20 seviyesi civar\u0131ndaki deste\u011fi yeniden test edebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu g\u00f6r\u00fc\u015f\u00fc daha likit bir \u015fekilde ifade etmenin bir yolu Avustralya dolar\u0131; Avustralya dolar\u0131, g\u00fc\u00e7l\u00fc demir cevheri fiyatlar\u0131n\u0131n deste\u011fiyle ABD dolar\u0131 kar\u015f\u0131s\u0131nda son d\u00f6nemde 0,6750\u2019nin \u00fczerine \u00e7\u0131kt\u0131. Daha fazla yukar\u0131 potansiyeli yakalamak i\u00e7in AUD\/USD al\u0131m (call) opsiyonlar\u0131n\u0131 de\u011ferlendirmeyi d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Bu ihracat g\u00fcc\u00fc, sanayi metalleri talebiyle do\u011frudan ba\u011flant\u0131l\u0131 ve bunun piyasalara yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u00d6rne\u011fin LME\u2019de bak\u0131r fiyatlar\u0131, bu t\u00fcr g\u00fc\u00e7l\u00fc imalat verilerini \u00f6nden fiyatlayarak son bir haftada %3\u2019\u00fcn \u00fczerinde toparland\u0131. Bu da emtia vadeli i\u015flemlerinde veya ilgili ETF\u2019lerde uzun pozisyonlara bakma g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc destekliyor.<\/p>\n
Hisse t\u00fcrevlerinde, Hang Seng ve FXI ETF gibi \u00c7in odakl\u0131 endekslerde al\u0131m opsiyonlar\u0131n\u0131 takip ediyoruz. May\u0131s sonundan bu yana \u00c7in hisselerine uluslararas\u0131 fon ak\u0131mlar\u0131nda net giri\u015f neredeyse 2 milyar dolara ula\u015ft\u0131; bu g\u00fc\u00e7l\u00fc veri bask\u0131s\u0131n\u0131n s\u00f6z konusu e\u011filimi h\u0131zland\u0131rmas\u0131 muhtemel. Bu endekslerin yak\u0131n d\u00f6nem zirvelerini zorlayaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n
Bu veri noktas\u0131, 51,2 seviyesinde gelen son J.P. Morgan K\u00fcresel \u0130malat PMI ile birlikte de\u011ferlendirildi\u011finde, senkronize bir k\u00fcresel talep g\u00f6r\u00fcn\u00fcm\u00fc ortaya koyuyor. Tarihsel olarak \u00c7in\u2019de g\u00fc\u00e7l\u00fc, ihracat \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki b\u00fcy\u00fcme d\u00f6nemleri, k\u00fcresel ticaret ekosisteminin tamam\u0131n\u0131 yukar\u0131 ta\u015f\u0131m\u0131\u015ft\u0131r. \u0130zlenmesi gereken ba\u015fl\u0131ca risk, bu g\u00fcc\u00fcn k\u00fcresel enflasyona katk\u0131 yaparak y\u0131l\u0131n ilerleyen d\u00f6neminde merkez bankas\u0131 politikalar\u0131n\u0131 potansiyel olarak de\u011fi\u015ftirmesi.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz yukar\u0131 \u00c7in ihracat\u0131 piyasalar\u0131 ate\u015fledi: May\u0131s\u2019ta %19,4 art\u0131\u015fla beklentiyi a\u015ft\u0131. Yuan ve AUD destek bulurken, metaller ve \u00c7in hisselerinde al\u0131m opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor; enflasyon riski izlenmeli.<\/p>\n","protected":false},"author":87,"featured_media":47908,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49550","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\/49550","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=49550"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49550\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47908"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49550"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49550"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49550"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}