{"id":50358,"date":"2026-06-30T23:52:28","date_gmt":"2026-06-30T23:52:28","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/kanadanin-nisan-gsyhsi-beklentileri-asti-bocun-faizi-sabit-tutacagi-gorusu-guclenirken-kanada-dolari-destek-buldu\/"},"modified":"2026-06-30T23:52:28","modified_gmt":"2026-06-30T23:52:28","slug":"kanadanin-nisan-gsyhsi-beklentileri-asti-bocun-faizi-sabit-tutacagi-gorusu-guclenirken-kanada-dolari-destek-buldu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/kanadanin-nisan-gsyhsi-beklentileri-asti-bocun-faizi-sabit-tutacagi-gorusu-guclenirken-kanada-dolari-destek-buldu\/","title":{"rendered":"Kanada\u2019n\u0131n Nisan GSYH\u2019si beklentileri a\u015ft\u0131; BoC\u2019un faizi sabit tutaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fc g\u00fc\u00e7lenirken Kanada dolar\u0131 destek buldu"},"content":{"rendered":"

Kanada\u2019n\u0131n GSYH\u2019si nisan ay\u0131nda %0,5 artt\u0131; bu oran, Kanada \u0130statistik Kurumu\u2019nun %0,4\u2019l\u00fck \u00f6nc\u00fc tahminini a\u015farken Temmuz 2025\u2019ten bu yana en g\u00fc\u00e7l\u00fc ayl\u0131k art\u0131\u015fa i\u015faret etti. Art\u0131\u015fa a\u011f\u0131rl\u0131kl\u0131 olarak mal \u00fcreten sekt\u00f6rler \u00f6nc\u00fcl\u00fck etti; madencilik, ta\u015f ocak\u00e7\u0131l\u0131\u011f\u0131 ile petrol ve gaz \u00e7\u0131kar\u0131m\u0131 y\u00fckseli\u015fin \u00f6nemli b\u00f6l\u00fcm\u00fcn\u00fc s\u00fcr\u00fcklerken hizmetler daha \u0131l\u0131ml\u0131 b\u00fcy\u00fcd\u00fc. Nisan verisi, k\u0131\u015f aylar\u0131nda aktivitenin durgun seyretmesi ve zay\u0131f ge\u00e7en ilk \u00e7eyre\u011fin ard\u0131ndan ikinci \u00e7eyre\u011fe daha sa\u011flam bir ba\u015flang\u0131ca i\u015faret ediyor.<\/p>\n

Veriler, RBC\u2019nin ikinci \u00e7eyrekte GSYH i\u00e7in \u00e7eyreklik bazda y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f %1,7 art\u0131\u015f tahminine y\u00f6nelik bir miktar yukar\u0131 y\u00f6nl\u00fc risk oldu\u011funu g\u00f6steriyor. Bununla birlikte, ABD ticaret politikas\u0131na ili\u015fkin belirsizlik ve mal sekt\u00f6r\u00fcndeki kar\u015f\u0131 r\u00fczg\u00e2rlar k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fc buland\u0131rmaya devam ediyor. Genel olarak, son rakamlar ekonomide geni\u015f tabanl\u0131 bir ivmelenmeye i\u015faret etmekten ziyade, \u0131l\u0131ml\u0131 bir h\u0131zda toparlanmayla uyumlu.<\/p>\n

Faiz Oranlar\u0131 ve Kur Pozisyonlamas\u0131<\/h3>\n

Nisan ay\u0131na ili\u015fkin beklentiyi a\u015fan %0,5\u2019lik GSYH b\u00fcy\u00fcmesine dayanarak, Kanada Merkez Bankas\u0131\u2019n\u0131n (BoC) yak\u0131n vadede faiz indirimine daha az e\u011filimli olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Haziran ortas\u0131nda yay\u0131mlanan son Kanada \u0130statistik Kurumu raporu, \u00e7ekirdek enflasyonun %2,9 seviyesinde g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi; bu da merkez bankas\u0131n\u0131n sab\u0131rl\u0131 ve veriye ba\u011fl\u0131 duru\u015funu destekliyor. Bu nedenle, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek \u00f6ncesinde faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc yans\u0131tacak \u015fekilde faiz swap pozisyonlar\u0131m\u0131z\u0131 g\u00fcncelliyoruz.<\/p>\n

\u00d6n\u00fcm\u00fczdeki birka\u00e7 hafta i\u00e7inde Kanada dolar\u0131n\u0131n ABD dolar\u0131na kar\u015f\u0131 g\u00fc\u00e7lenmesini bekleyecek \u015fekilde pozisyon al\u0131yoruz. Kaynak sekt\u00f6r\u00fcn\u00fcn s\u00fcr\u00fckledi\u011fi bu ekonomik performans, \u00f6zellikle ABD\u2019de i\u015fsizlik ba\u015fvurular\u0131n\u0131n son d\u00f6nemde hafif y\u00fckselmesiyle birlikte, \u201cloonie\u201d i\u00e7in temel bir destek unsuru sa\u011fl\u0131yor. Bu do\u011frultuda, vadesi temmuz sonu ve a\u011fustos olan CAD\/USD al\u0131m (call) opsiyonlar\u0131n\u0131n al\u0131nmas\u0131n\u0131 de\u011ferlendiriyoruz.<\/p>\n

Sekt\u00f6rler ve Yat\u0131r\u0131m Stratejisi<\/h3>\n

Veriler, mal \u00fcreten sekt\u00f6rde\u2014\u00f6zellikle petrol, gaz ve madencilikte\u2014g\u00fc\u00e7l\u00fc seyre a\u00e7\u0131k \u015fekilde i\u015faret ediyor. WTI ham petrol fiyatlar\u0131n\u0131n varil ba\u015f\u0131na 82 dolar civar\u0131nda istikrar kazanmas\u0131, kazan\u0131mlar\u0131n g\u00fc\u00e7l\u00fc \u00fcretim hacimlerinden kaynakland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor; bunun s\u00fcrmesini bekliyoruz. B\u00fcy\u00fck Kanadal\u0131 enerji ve hammadde \u00fcreticilerine ba\u011fl\u0131 t\u00fcrev \u00fcr\u00fcnlerde uzun pozisyonlar\u0131m\u0131z\u0131 art\u0131r\u0131yoruz.<\/p>\n

Olumlu nisan raporuna ra\u011fmen, genel ekonomik g\u00f6r\u00fcn\u00fcm\u00fcn h\u00e2l\u00e2 \u0131l\u0131ml\u0131 oldu\u011funu kabul ediyoruz. Ticaret etraf\u0131ndaki kal\u0131c\u0131 belirsizlik, bunun b\u00fcy\u00fck bir ekonomik k\u0131r\u0131lma sinyali olmad\u0131\u011f\u0131 anlam\u0131na geliyor. Bu nedenle, geni\u015f piyasa i\u00e7in S&P\/TSX 60 endeksi \u00fczerinde koruyucu sat\u0131m (put) opsiyonlar\u0131 tutarak, sekt\u00f6r bazl\u0131 iyimser pozisyonlar\u0131m\u0131z\u0131 hedge etmeyi s\u00fcrd\u00fcrece\u011fiz.<\/p>\n\n\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

Kanada\u2019da GSYH nisan\u2019da %0,5 artarak \u00f6nc\u00fc tahmini a\u015ft\u0131; Temmuz 2025\u2019ten beri en g\u00fc\u00e7l\u00fc ayl\u0131k y\u00fckseli\u015f. Mal sekt\u00f6rleri s\u00fcr\u00fckledi; BoC indirimi zorla\u015ft\u0131, CAD g\u00fc\u00e7lenebilir. Enerjide long, TSX\u2019te put hedge.<\/p>\n","protected":false},"author":87,"featured_media":49971,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50358","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\/50358","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=50358"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/50358\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49971"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=50358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=50358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=50358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}