Avusturya\u2019da i\u015fsiz say\u0131s\u0131, A\u011fustos ay\u0131nda bir \u00f6nceki d\u00f6nemdeki 298,9 binden 311,4 bine y\u00fckseldi. Bu art\u0131\u015f, ayl\u0131k bazda toplam\u0131 12,5 bin yukar\u0131 ta\u015f\u0131d\u0131.<\/p>\n
Son veri, i\u015fg\u00fcc\u00fc piyasas\u0131nda ko\u015fullar\u0131n yumu\u015fad\u0131\u011f\u0131na dair sinyalleri g\u00fc\u00e7lendiriyor; zira i\u015fsizlerin mutlak say\u0131s\u0131 yeniden 300 bin e\u015fi\u011finin \u00fczerine \u00e7\u0131kt\u0131. Man\u015fet verilerle birlikte sekt\u00f6r veya b\u00f6lgesel k\u0131r\u0131l\u0131m gibi ek bir detay payla\u015f\u0131lmad\u0131.<\/p>\n
Avusturya\u2019da i\u015fsizli\u011fin A\u011fustos\u2019ta 311,4 bine ani s\u0131\u00e7ramas\u0131n\u0131, Euro B\u00f6lgesi\u2019nde derinle\u015fen ekonomik \u00e7atlaklar\u0131n net bir i\u015fareti olarak g\u00f6r\u00fcyoruz. 298,9 binden bu h\u0131zl\u0131 art\u0131\u015f, y\u00fcksek bor\u00e7lanma maliyetlerinin gecikmeli etkilerinin nihayet b\u00f6lgenin i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131 sert bi\u00e7imde etkilemeye ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. \u00d6n\u00fcm\u00fczdeki haftalarda, ekonomik momentumun zay\u0131flamas\u0131yla kur \u00fczerinde ek bask\u0131 bekleyerek, t\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lara ABD Dolar\u0131 kar\u015f\u0131s\u0131nda Euro\u2019da sat\u0131m (put) opsiyonlar\u0131yla k\u0131sa pozisyon \u00f6nermekteyiz.<\/p>\n
Avusturya\u2019da i\u015fsizlik ba\u015fvurular\u0131 y\u00fckselirken Euro B\u00f6lgesi genelinde enflasyonun %2 hedefi civar\u0131nda seyretmesi, Avrupa Merkez Bankas\u0131 \u00fczerinde faiz indirimine gitmesi y\u00f6n\u00fcndeki bask\u0131y\u0131 art\u0131racakt\u0131r. Tarihsel olarak, Euro B\u00f6lgesi\u2019nin \u00e7ekirdek ekonomilerinde i\u015fg\u00fcc\u00fc piyasas\u0131 zay\u0131fl\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc\u011f\u00fcnde yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli liman aray\u0131\u015f\u0131yla devlet tahvili getirileri belirgin \u015fekilde geriler. Getirilerde beklenen d\u00fc\u015f\u00fc\u015ften yararlanmak i\u00e7in Euro-Bund vadeli i\u015flemleri \u00fczerinde al\u0131m (call) opsiyonlar\u0131 al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n
Hisse taraf\u0131nda, \u00f6zellikle Avusturya ATX ve daha geni\u015f kapsaml\u0131 Euro Stoxx 50\u2019de Avrupa borsalar\u0131nda artan volatiliteye haz\u0131rl\u0131kl\u0131 olunmal\u0131. Daha d\u00fc\u015f\u00fck faiz olas\u0131l\u0131\u011f\u0131 hisseleri destekleyebilse de, ekonomik yava\u015flama tehdidi k\u0131sa vadede \u015firket k\u00e2rl\u0131l\u0131klar\u0131n\u0131 bask\u0131layacakt\u0131r. Bir piyasa sat\u0131\u015f\u0131 riskine kar\u015f\u0131 korunmak amac\u0131yla, ba\u015fl\u0131ca Avrupa hisse endekslerinde ay\u0131 (bear) put spread stratejilerinin kullan\u0131lmas\u0131n\u0131 \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":" Kritik sinyal: Avusturya\u2019da i\u015fsiz say\u0131s\u0131 A\u011fustos\u2019ta 298,9 binden 311,4 bine \u00e7\u0131kt\u0131. Euro B\u00f6lgesi\u2019nde b\u00fcy\u00fcme \u00e7atla\u011f\u0131 b\u00fcy\u00fcyor; ECB\u2019ye faiz indirimi bask\u0131s\u0131, Euro\u2019da bask\u0131, tahvil getirilerinde gerileme ve borsalarda volatilite bekleniyor.<\/p>\n","protected":false},"author":87,"featured_media":50059,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53487","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