{"id":53644,"date":"2026-09-04T12:25:58","date_gmt":"2026-09-04T12:25:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/boj-faiz-artirimi-bahisleri-artarken-ve-gpif-portfoy-dengelenmesi-soylentileri-yeniden-gundeme-gelirken-yen-deger-kazandi\/"},"modified":"2026-09-04T12:25:58","modified_gmt":"2026-09-04T12:25:58","slug":"boj-faiz-artirimi-bahisleri-artarken-ve-gpif-portfoy-dengelenmesi-soylentileri-yeniden-gundeme-gelirken-yen-deger-kazandi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/boj-faiz-artirimi-bahisleri-artarken-ve-gpif-portfoy-dengelenmesi-soylentileri-yeniden-gundeme-gelirken-yen-deger-kazandi\/","title":{"rendered":"BOJ Faiz Art\u0131r\u0131m\u0131 Bahisleri Artarken ve GPIF Portf\u00f6y Dengelenmesi S\u00f6ylentileri Yeniden G\u00fcndeme Gelirken Yen De\u011fer Kazand\u0131"},"content":{"rendered":"

Yen son seanslarda g\u00fc\u00e7lendi ve USD\/JPY paritesini, y\u0131l i\u00e7inde birka\u00e7 kez \u00e7al\u0131\u015fm\u0131\u015f olan 155,00 destek seviyesine yeniden yakla\u015ft\u0131rd\u0131. Bu seviye, Nisan sonu\/May\u0131s ba\u015f\u0131 ile Temmuz sonu\/A\u011fustos ba\u015f\u0131 hareketlerinin ard\u0131ndan da korunmu\u015ftu. Bu kez hareket, m\u00fcdahale kaynakl\u0131 olmaktan ziyade temel dinamiklerle a\u00e7\u0131klan\u0131yor; Japonya Merkez Bankas\u0131\u2019n\u0131n (BoJ) daha s\u0131k\u0131 para politikas\u0131 uygulayaca\u011f\u0131 beklentileri h\u0131zlan\u0131rken, maliye politikas\u0131 endi\u015feleri de g\u00fcndemde kalmaya devam ediyor.<\/p>\n

Japonya Merkez Bankas\u0131 Politika Beklentileri<\/h3>\n

Piyasa fiyatlamas\u0131, bu ay BoJ\u2019un faiz art\u0131rabilece\u011fi y\u00f6n\u00fcne kayd\u0131. Haber ak\u0131\u015f\u0131 25 baz puanl\u0131k bir art\u0131\u015fa i\u015faret ederken, daha \u00f6nce dillendirilen 50 baz puanl\u0131k hamle ihtimaline verilen a\u011f\u0131rl\u0131k azald\u0131. T\u00fcrev piyasalar\u0131 y\u0131l sonuna kadar yakla\u015f\u0131k 50 baz puanl\u0131k k\u00fcm\u00fclatif s\u0131k\u0131la\u015fmaya, gelecek y\u0131l\u0131n ortas\u0131na kadar ise 75 baz puan\u0131n biraz \u00fczerine i\u015faret ediyor; bu patika, toplamda ilave 75 baz puanl\u0131k art\u0131\u015f \u00f6ng\u00f6ren tahminlere k\u0131yasla bir miktar daha h\u0131zl\u0131.<\/p>\n

GPIF Varl\u0131k Da\u011f\u0131l\u0131m\u0131 Spek\u00fclasyonu<\/h3>\n

Yen ayr\u0131ca, GPIF\u2019in varl\u0131k da\u011f\u0131l\u0131m\u0131n\u0131 yurt i\u00e7i varl\u0131klara do\u011fru kayd\u0131rabilece\u011fine y\u00f6nelik yeniden canlanan spek\u00fclasyonlardan da destek buldu. B\u00f6yle bir de\u011fi\u015fim, sermaye \u00e7\u0131k\u0131\u015flar\u0131n\u0131 azaltacakt\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":"

Yen g\u00fc\u00e7leniyor: USD\/JPY yeniden kritik 155,00 deste\u011fine yakla\u015ft\u0131. Hareket bu kez m\u00fcdahaleden \u00e7ok BoJ\u2019un olas\u0131 faiz art\u0131\u015f\u0131 ve GPIF\u2019in yurt i\u00e7ine kayma spek\u00fclasyonlar\u0131yla besleniyor.<\/p>\n","protected":false},"author":87,"featured_media":50035,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53644","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