Birle\u015fik Krall\u0131k\u2019\u0131n AB d\u0131\u015f\u0131 ticaret dengesi haziranda daha derin bir a\u00e7\u0131\u011fa geriledi; a\u00e7\u0131k \u00f6nceki d\u00f6nemdeki \u00a3-7,14 milyardan \u00a3-10,448 milyara geni\u015fledi. Son veri, AB d\u0131\u015f\u0131ndaki \u00fclkelerle mal ve hizmet ticaretindeki pozisyonda bozulmaya i\u015faret ediyor.<\/p>\n\n
Ayl\u0131k bazda a\u00e7\u0131k yakla\u015f\u0131k \u00a33,308 milyar artarak AB d\u0131\u015f\u0131 ticarette daha zay\u0131f bir ger\u00e7ekle\u015fmeye i\u015faret etti. Haziran verisi, \u00f6nceki \u00a3-7,14 milyarl\u0131k okumayla k\u0131yasland\u0131\u011f\u0131nda dengeyi \u00a3-10,448 milyar ile s\u0131f\u0131r\u0131n daha da alt\u0131na indiriyor.<\/p>\n\n
Haziran ay\u0131 ticaret verilerinin Birle\u015fik Krall\u0131k\u2019\u0131n AB d\u0131\u015f\u0131 ticaret a\u00e7\u0131\u011f\u0131n\u0131n \u00a3-7,14 milyardan \u00a3-10,448 milyara sert \u015fekilde geni\u015fledi\u011fini g\u00f6stermesi \u00fczerine h\u0131zl\u0131 tepki vermeliyiz. Bu keskin bozulma, ihracat talebinde zay\u0131flamaya ve ithalata y\u00fcksek ba\u011f\u0131ml\u0131l\u0131\u011fa i\u015faret ediyor; bu durum tarihsel olarak \u0130ngiliz Sterlini \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131r. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na, k\u0131sa vadeli sat\u0131m (put) opsiyonlar\u0131 kullanarak GBP\u2019yi USD ve EUR gibi maj\u00f6r para birimlerine kar\u015f\u0131 k\u0131sa pozisyonlamaya odaklanmalar\u0131n\u0131 \u00f6neriyoruz.<\/p>\n\n
Tarihsel olarak, ticaret a\u00e7\u0131\u011f\u0131nda bu \u00f6l\u00e7ekte ani s\u0131\u00e7ramalar\u2014tek ayda yakla\u015f\u0131k %46\u2019l\u0131k geni\u015fleme\u2014GBP\u2019de kal\u0131c\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc trendlere yol a\u00e7t\u0131. \u00d6rne\u011fin, son y\u0131llardaki benzer ticaret dengesizliklerinde sterlin, verinin a\u00e7\u0131klanmas\u0131n\u0131 takip eden birka\u00e7 hafta i\u00e7inde dolar kar\u015f\u0131s\u0131nda de\u011ferinin %3\u2019\u00fcne kadar\u0131n\u0131 kaybetti. S\u00fcregelen yap\u0131sal ticaret sorunlar\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, a\u011fustosun geri kalan\u0131nda da Sterlin \u00fczerinde benzer bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 bekliyoruz.<\/p>\n\n
Bu oynakl\u0131ktan yararlanmak i\u00e7in, i\u00e7 ekonomik sa\u011fl\u0131\u011fa y\u00fcksek duyarl\u0131l\u0131\u011fa sahip FTSE 250 endeksine de bakmal\u0131y\u0131z. FTSE 250\u2019de sat\u0131m (put) al\u0131rken GBP\/USD paritesinde straddle pozisyonu almak, sert piyasa hareketlerinden kazan\u00e7 elde etmemizi sa\u011flayacakt\u0131r. Bu stratejiler, \u00f6n\u00fcm\u00fczdeki haftalarda Birle\u015fik Krall\u0131k genelindeki ekonomik zay\u0131fl\u0131\u011fa kar\u015f\u0131 portf\u00f6ylerimizi hedge etmeye yard\u0131mc\u0131 olacakt\u0131r.<\/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":" Sterlin i\u00e7in alarm zilleri: Birle\u015fik Krall\u0131k\u2019\u0131n AB d\u0131\u015f\u0131 ticaret a\u00e7\u0131\u011f\u0131 haziranda \u00a3-7,14 milyardan \u00a3-10,448 milyara s\u0131\u00e7rad\u0131. Bozulma, ithalata ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 art\u0131r\u0131p GBP\u2019de a\u015fa\u011f\u0131 bask\u0131; put\/straddle stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49989,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52747","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t