{"id":51375,"date":"2026-07-21T17:59:06","date_gmt":"2026-07-21T17:59:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/abd-redbook-buyumesi-78e-yavasladi-hazine-tahvillerinde-ralli-beklentileri-ve-dolar-zayifligi-islemleri-guc-kazandi\/"},"modified":"2026-07-21T17:59:06","modified_gmt":"2026-07-21T17:59:06","slug":"abd-redbook-buyumesi-78e-yavasladi-hazine-tahvillerinde-ralli-beklentileri-ve-dolar-zayifligi-islemleri-guc-kazandi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-redbook-buyumesi-78e-yavasladi-hazine-tahvillerinde-ralli-beklentileri-ve-dolar-zayifligi-islemleri-guc-kazandi\/","title":{"rendered":"ABD Redbook b\u00fcy\u00fcmesi %7,8\u2019e yava\u015flad\u0131; Hazine tahvillerinde ralli beklentileri ve dolar zay\u0131fl\u0131\u011f\u0131 i\u015flemleri g\u00fc\u00e7 kazand\u0131"},"content":{"rendered":"

ABD Redbook Endeksi (Y\u0131ll\u0131k), 17 Temmuz haftas\u0131nda y\u0131ll\u0131k bazda %7,8\u2019e gerileyerek \u00f6nceki %8,2 seviyesinden d\u00fc\u015ft\u00fc. Bu hareket, son verilerde y\u0131ll\u0131k perakende sat\u0131\u015f b\u00fcy\u00fcmesinin h\u0131z kesti\u011fine i\u015faret ediyor.<\/p>\n

Perakende B\u00fcy\u00fcmesinde Il\u0131mla\u015fma ve Ekonomik Etkileri<\/h3>\n

17 Temmuz haftas\u0131nda ABD Redbook Endeksi\u2019nin y\u0131ll\u0131k bazda %7,8\u2019e geriledi\u011fini, \u00f6nceki okuman\u0131n %8,2 oldu\u011funu g\u00f6rd\u00fck. Bu d\u00fc\u015f\u00fc\u015f, kal\u0131c\u0131 y\u00fcksek bor\u00e7lanma maliyetlerinin bask\u0131s\u0131 alt\u0131nda Amerikal\u0131 t\u00fcketicinin nihayet so\u011fumaya ba\u015flad\u0131\u011f\u0131na i\u015faret ediyor. Kanaatimizce perakende b\u00fcy\u00fcmesindeki bu \u0131l\u0131ml\u0131la\u015fma, ekonomik momentumda bir de\u011fi\u015fime i\u015faret ediyor ve t\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n\u0131n buna derhal pozisyon almas\u0131 gerekiyor.<\/p>\n

Tarihsel olarak Redbook perakende sat\u0131\u015flar\u0131n\u0131n %8 e\u015fi\u011finin alt\u0131na do\u011fru yava\u015flad\u0131\u011f\u0131 d\u00f6nemlerde, faiz art\u0131\u015f\u0131 beklentilerinin zay\u0131flamas\u0131yla birlikte Hazine tahvili getirileri gerileme e\u011filimi g\u00f6sterir. \u00d6rne\u011fin 2023\u2019\u00fcn sonlar\u0131nda benzer perakende yava\u015flamalar\u0131nda tahvil piyasas\u0131ndaki ralliyle birlikte 10 y\u0131ll\u0131k ABD tahvil getirileri takip eden ayda yakla\u015f\u0131k 50 baz puan d\u00fc\u015fm\u00fc\u015ft\u00fc. Piyasan\u0131n daha g\u00fcvercin bir para politikas\u0131 patikas\u0131n\u0131 fiyatlamaya ba\u015flamas\u0131yla, Hazine tahvili vadeli i\u015flemlerinde uzun pozisyonlara odaklan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

T\u00fcrev ve D\u00f6viz Piyasas\u0131 Stratejileri<\/h3>\n

Hisse senedi opsiyonlar\u0131 taraf\u0131nda, t\u00fcketici odakl\u0131 sekt\u00f6rlerde zay\u0131fl\u0131\u011fa haz\u0131rl\u0131k olarak perakende ETF\u2019leri \u00fczerinde sat\u0131m (put) opsiyonlar\u0131 al\u0131m\u0131 de\u011ferlendirilebilir. Ayr\u0131ca perakendedeki bu ivme kayb\u0131, tarihsel olarak i\u00e7 t\u00fcketici talebi so\u011furken g\u00fc\u00e7 kaybetme e\u011filimindeki ABD dolar\u0131n\u0131 bask\u0131layabilir. \u00d6n\u00fcm\u00fczdeki haftalarda beklenen dolar zay\u0131fl\u0131\u011f\u0131ndan faydalanmak i\u00e7in Euro ve Yen \u00fczerindeki d\u00f6viz t\u00fcrevlerinde uzun pozisyonlar\u0131n hedeflenmesini \u00f6neriyoruz.<\/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":"

Fla\u015f veri: ABD Redbook y\u0131ll\u0131k %7,8\u2019e indi (\u00f6nceki %8,2); perakende ivmesi so\u011fuyor. Bu, getirilerde d\u00fc\u015f\u00fc\u015f, tahvil vadeli uzun, perakende ETF put ve dolar zay\u0131fl\u0131\u011f\u0131yla EUR\/JPY long sinyali.<\/p>\n","protected":false},"author":87,"featured_media":49961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51375","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\/51375","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=51375"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51375\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/49961"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51375"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51375"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}