Norve\u00e7\u2019in mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f kay\u0131tl\u0131 i\u015fsizlik say\u0131s\u0131 A\u011fustos\u2019ta artarak 80,064 bine ula\u015ft\u0131. Bu rakam, \u00f6nceki ayki 79,275 bin seviyesine k\u0131yasla, i\u015fsiz olarak kaydedilen ki\u015fi say\u0131s\u0131nda s\u0131n\u0131rl\u0131 bir y\u00fckseli\u015fe i\u015faret ediyor.<\/p>\n
Veriler, mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f bazda kay\u0131tl\u0131 i\u015fsizlikte ayl\u0131k bazda hafif bir art\u0131\u015fa i\u015faret ediyor. Son okuma, seriyi son d\u00f6nemdeki seviyelere yak\u0131n tutarken Temmuz\u2019a g\u00f6re daha y\u00fcksek bir ger\u00e7ekle\u015fme ortaya koydu.<\/p>\n
Norve\u00e7\u2019te kay\u0131tl\u0131 i\u015fsizli\u011fin A\u011fustos\u2019ta 80.064\u2019e y\u00fckselmesiyle birlikte, i\u00e7 i\u015fg\u00fcc\u00fc piyasas\u0131nda belirgin bir so\u011fuma sinyali g\u00f6r\u00fcl\u00fcyor. Temmuz\u2019daki 79.275\u2019ten gelen bu art\u0131\u015f, Norges Bank\u2019\u0131n tarihsel olarak y\u00fcksek say\u0131labilecek %4,5\u2019lik politika faizini koruma bask\u0131s\u0131n\u0131 muhtemelen azaltacakt\u0131r. Bu de\u011fi\u015fimin, sonbaharda olas\u0131 faiz indirimlerine y\u00f6nelik piyasa spek\u00fclasyonlar\u0131n\u0131 art\u0131rmas\u0131n\u0131 bekliyoruz.<\/p>\n
Kur t\u00fcrevleri i\u015flemi yapan yat\u0131r\u0131mc\u0131lar i\u00e7in, Norve\u00e7 Kronu\u2019nun (NOK) Euro ve ABD Dolar\u0131 gibi ba\u015fl\u0131ca para birimleri kar\u015f\u0131s\u0131nda zay\u0131flamas\u0131na y\u00f6nelik pozisyon al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Tarihsel olarak Norve\u00e7\u2019te i\u015fsizlik verileri %2,7 band\u0131na do\u011fru y\u00fckseldi\u011finde, daha d\u00fc\u015f\u00fck getiri beklentisiyle sermaye \u00e7\u0131k\u0131\u015flar\u0131 tetiklenir ve Kron de\u011fer kaybeder. \u00d6n\u00fcm\u00fczdeki bir-iki ay vadeli EUR\/NOK al\u0131m (call) opsiyonlar\u0131 sat\u0131n almak, beklenen kur zay\u0131fl\u0131\u011f\u0131ndan yararlanmak i\u00e7in olduk\u00e7a etkili bir y\u00f6ntemdir.<\/p>\n
Norve\u00e7 faiz t\u00fcrevlerinde, \u00f6zellikle Forward Rate Agreement (FRA) \u00fcr\u00fcnlerinde de g\u00fc\u00e7l\u00fc bir i\u015flem f\u0131rsat\u0131 g\u00f6r\u00fcyoruz. Makro veriler zay\u0131flad\u0131k\u00e7a, Norve\u00e7 getiri e\u011frisinin k\u0131sa taraf\u0131n\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc kaymas\u0131 olduk\u00e7a olas\u0131. Yat\u0131r\u0131mc\u0131lar, d\u00fc\u015fen getirilerden faydalanmak i\u00e7in k\u0131sa vadeli faiz vadeli kontratlar\u0131nda uzun pozisyon almay\u0131 veya \u201creceiver\u201d swap i\u015flemlerine girmeyi de\u011ferlendirmelidir.<\/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":" Norve\u00e7\u2019te mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f i\u015fsizlik A\u011fustos\u2019ta 80.064\u2019e y\u00fckseldi; i\u015fg\u00fcc\u00fc piyasas\u0131 so\u011fuyor. Bu, %4,5 faizde indirim beklentisini art\u0131rabilir; NOK zay\u0131flayabilir. EUR\/NOK call, FRA ve receiver swap \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50073,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53365","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