Birle\u015fik Krall\u0131k\u2019ta M4 para arz\u0131 y\u0131ll\u0131k art\u0131\u015f h\u0131z\u0131 temmuzda %4,5\u2019e gerileyerek bir \u00f6nceki aydaki %5 seviyesinden d\u00fc\u015ft\u00fc. Son veri, ekonomi genelinde geni\u015f para arz\u0131 geni\u015flemesinin daha yava\u015f bir tempoya indi\u011fine i\u015faret ediyor.<\/p>\n
Ayl\u0131k kar\u015f\u0131la\u015ft\u0131rmada a\u00e7\u0131klanan veriler, parasal b\u00fcy\u00fcme ivmesinde bir so\u011fumaya i\u015faret ediyor. Y\u0131ll\u0131k orandaki de\u011fi\u015fim, M4 b\u00fcy\u00fcmesini hazirana k\u0131yasla 0,5 puan a\u015fa\u011f\u0131 \u00e7ekti.<\/p>\n
Birle\u015fik Krall\u0131k\u2019ta M4 para arz\u0131 art\u0131\u015f\u0131n\u0131n temmuzda %5\u2019ten %4,5\u2019e gerilemesi, parasal likiditenin s\u0131k\u0131la\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu yava\u015flaman\u0131n, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) s\u0131k\u0131la\u015ft\u0131r\u0131c\u0131 politikalar\u0131n\u0131n Britanya ekonomisini ba\u015far\u0131l\u0131 \u015fekilde so\u011futtu\u011funa i\u015faret etti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu daralma, yak\u0131n d\u00f6nemde Banka\u2019n\u0131n %2 hedefi civar\u0131nda seyreden t\u00fcketici fiyat enflasyonunun bask\u0131 alt\u0131nda kalmaya devam edece\u011fine g\u00fc\u00e7l\u00fc bi\u00e7imde i\u015faret ediyor.<\/p>\n
T\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n\u0131n, daha h\u0131zl\u0131 bir faiz indirimi patikas\u0131 beklentisiyle Sterling Overnight Index Average (SONIA) vadeli i\u015flemlerinde uzun pozisyon almas\u0131n\u0131 \u00f6neriyoruz. Tarihsel olarak bu \u00f6l\u00e7ekte geni\u015f para b\u00fcy\u00fcmesindeki d\u00fc\u015f\u00fc\u015fler, politika yap\u0131c\u0131lar\u0131n daha g\u00fcvercin bir duru\u015funa \u00f6nc\u00fcl\u00fck ediyor; bu da mevcut %5\u2019lik politika faizini giderek daha s\u00fcrd\u00fcr\u00fclemez k\u0131l\u0131yor. Faiz vadeli i\u015flemlerini \u015fimdi almak, piyasan\u0131n \u00f6n\u00fcm\u00fczdeki iki \u00e7eyrekte birden fazla faiz indirimini fiyatlamas\u0131yla olu\u015fabilecek yukar\u0131 y\u00f6nl\u00fc potansiyelden faydalanmam\u0131z\u0131 sa\u011flar.<\/p>\n
D\u00f6viz opsiyonlar\u0131 piyasas\u0131nda ise, ABD Dolar\u0131 kar\u015f\u0131s\u0131nda Sterlin\u2019de (GBP\/USD) sat\u0131m (put) opsiyonu al\u0131m\u0131n\u0131 tavsiye ediyoruz. So\u011fuyan Birle\u015fik Krall\u0131k ekonomisi ve gerileyen gilt tahvil getirileri, GBP\/USD paritesini son d\u00f6nemdeki zirvelerinden 1,25 seviyesine do\u011fru a\u015fa\u011f\u0131 \u00e7ekebilir. K\u0131sa vadeli opsiyon s\u00f6zle\u015fmeleri kullanmak, toplam riski s\u0131n\u0131rlarken bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131dan getiri elde etmemizi sa\u011flar.<\/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":" S\u00fcrpriz sinyal: \u0130ngiltere\u2019de M4 para arz\u0131 temmuzda y\u0131ll\u0131k %5\u2019ten %4,5\u2019e indi; likidite s\u0131k\u0131la\u015f\u0131yor. BoE\u2019nin daha g\u00fcvercinle\u015fmesi beklenebilir: SONIA uzun, GBP\/USD put stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49987,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53489","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