Yeni Zelanda\u2019n\u0131n perakende sat\u0131\u015flar\u0131 ikinci \u00e7eyrekte \u00e7eyreklik bazda %0,5 gerileyerek, piyasadaki %0,1\u2019lik art\u0131\u015f beklentisinin alt\u0131nda kald\u0131. Sonu\u00e7, d\u00f6nem boyunca hanehalk\u0131 harcamalar\u0131nda ivme kayb\u0131na i\u015faret ediyor.<\/p>\n
Konsens\u00fcs tahmininin alt\u0131nda kalan veri, ger\u00e7ekle\u015fen sonu\u00e7 ile \u00f6ng\u00f6r\u00fcler aras\u0131nda 0,6 y\u00fczde puanl\u0131k bir bo\u015fluk b\u0131rak\u0131rken, 2\u00c7\u2019de yurti\u00e7i talepteki zay\u0131f seyrin alt\u0131n\u0131 \u00e7iziyor.<\/p>\n
2\u00c7 perakende sat\u0131\u015flar\u0131nda g\u00f6r\u00fclen -%0,5\u2019lik d\u00fc\u015f\u00fc\u015f, Yeni Zelanda t\u00fcketicilerinin belirgin \u015fekilde frene bast\u0131\u011f\u0131n\u0131 ve beklenen %0,1\u2019lik b\u00fcy\u00fcmeden \u00e7ok daha k\u00f6t\u00fc bir tabloya i\u015faret etti\u011fini g\u00f6steriyor. Bu sert gerilemenin \u00f6n\u00fcm\u00fczdeki haftalarda Yeni Zelanda Dolar\u0131 (NZD) \u00fczerinde k\u0131sa vadede a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcndeyiz. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketten faydalanmak i\u00e7in kiwi\u2019de k\u0131sa pozisyon veya NZD\/USD paritesinde sat\u0131m (put) opsiyonu al\u0131m\u0131n\u0131 de\u011ferlendirebilir.<\/p>\n
Bu zay\u0131f veri, Yeni Zelanda Merkez Bankas\u0131\u2019n\u0131n (RBNZ) faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fc h\u0131zland\u0131rma olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor. Swap piyasalar\u0131 halihaz\u0131rda g\u00fcvercin bir duru\u015fa i\u015faret ederken, Yeni Zelanda\u2019n\u0131n iki y\u0131ll\u0131k swap faizlerinin mevcut seviyelerin alt\u0131na gerilemesini bekliyoruz. Yat\u0131r\u0131mc\u0131lar bunu k\u0131sa vadeli faiz vadeli i\u015flemlerinde uzun pozisyon alarak de\u011ferlendirebilir.<\/p>\n
Buna ek olarak, perakendedeki d\u00fc\u015f\u00fc\u015f \u00f6zellikle iste\u011fe ba\u011fl\u0131 t\u00fcketim (consumer discretionary) sekt\u00f6r\u00fcnde olmak \u00fczere yerel hisse senetleri \u00fczerinde bask\u0131 yaratacakt\u0131r. Portf\u00f6yleri daha geni\u015f \u00e7apl\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 korumak i\u00e7in Yeni Zelanda t\u00fcketim hisselerinde ay\u0131 (bear) sat\u0131m (put) spread stratejilerinin kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz. Tarihsel e\u011filimler, bu \u00f6l\u00e7ekteki perakende daralmalar\u0131n\u0131n yerel hisselerde \u00e7o\u011fu zaman birka\u00e7 hafta s\u00fcren sat\u0131\u015f dalgalar\u0131n\u0131n \u00f6nc\u00fcs\u00fc olabildi\u011fini g\u00f6steriyor.<\/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":" \u015eok veri: Yeni Zelanda\u2019da 2\u00c7 perakende sat\u0131\u015flar %0,5 d\u00fc\u015ft\u00fc; beklenti %0,1 art\u0131\u015ft\u0131. NZD\u2019de a\u015fa\u011f\u0131 bask\u0131, RBNZ\u2019de daha h\u0131zl\u0131 indirim fiyatlamas\u0131; swaplar\/hisseler riskte, opsiyonlu korunma \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50364,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53141","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