{"id":68671,"date":"2026-09-22T04:51:21","date_gmt":"2026-09-22T04:51:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/rbadan-hunter-piyasalar-eylulde-sikilasma-hamlesini-fiyatlarken-ilave-faiz-artislarina-isaret-etti\/"},"modified":"2026-09-22T04:51:21","modified_gmt":"2026-09-22T04:51:21","slug":"rbadan-hunter-piyasalar-eylulde-sikilasma-hamlesini-fiyatlarken-ilave-faiz-artislarina-isaret-etti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/rbadan-hunter-piyasalar-eylulde-sikilasma-hamlesini-fiyatlarken-ilave-faiz-artislarina-isaret-etti\/","title":{"rendered":"RBA\u2019dan Hunter, Piyasalar Eyl\u00fcl\u2019de S\u0131k\u0131la\u015fma Hamlesini Fiyatlarken \u0130lave Faiz Art\u0131\u015flar\u0131na \u0130\u015faret Etti"},"content":{"rendered":"

RBA yard\u0131mc\u0131 guvern\u00f6r\u00fc Sarah Hunter, enflasyonu dizginlemek i\u00e7in bu y\u0131l ilave faiz art\u0131\u015flar\u0131n\u0131n gerekebilece\u011fini s\u00f6yleyerek 29 Eyl\u00fcl\u2019deki politika toplant\u0131s\u0131nda bir hamle beklentilerini y\u00fckseltti. A\u00e7\u0131klamalar, y\u00f6netim kurulunun fiyat art\u0131\u015flar\u0131n\u0131n uzun bir s\u00fcredir y\u00fcksek seyretti\u011fine ve bunun kal\u0131c\u0131 hale gelmesi riskinin artt\u0131\u011f\u0131na y\u00f6nelik endi\u015felerini g\u00fcndeme getiren tart\u0131\u015fmalar\u0131n ard\u0131ndan geldi; ayr\u0131ca enflasyonun mevcut tahminlerin \u00fczerine \u00e7\u0131kabilece\u011fine dair belirsizli\u011fe i\u015faret edildi.<\/p>\n

RBA bu y\u0131l politika faizini toplam 75 baz puan art\u0131rarak \u00fc\u00e7 kez y\u00fckseltti ve oran\u0131 %4,35\u2019e ta\u015f\u0131d\u0131; b\u00f6ylece pandemi sonras\u0131 g\u00f6r\u00fclen seviyelere geri d\u00f6n\u00fcld\u00fc. Prime Terminal verilerine g\u00f6re para piyasalar\u0131 29 Eyl\u00fcl toplant\u0131s\u0131nda 25 baz puanl\u0131k art\u0131\u015f olas\u0131l\u0131\u011f\u0131n\u0131 %94 olarak fiyatl\u0131yor ve fiyatlama bu sonucun etraf\u0131nda yo\u011funla\u015f\u0131yor.<\/p>\n

Beklenen Faiz Art\u0131\u015f\u0131 Ortam\u0131nda Piyasa Stratejileri<\/h3>\n

29 Eyl\u00fcl RBA toplant\u0131s\u0131 yakla\u015f\u0131rken, 25 baz puanl\u0131k art\u0131\u015f olas\u0131l\u0131\u011f\u0131n\u0131n %94 olmas\u0131 t\u00fcrev i\u015flemcileri i\u00e7in net bir yol haritas\u0131 sunuyor. Yetkililerin enflasyonun beklenenden daha y\u00fcksek kalabilece\u011fi uyar\u0131lar\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, politika faizinin mevcut %4,35 seviyesinin \u00fczerine \u00e7\u0131kmas\u0131na haz\u0131rl\u0131kl\u0131 olmak gerekiyor. Yat\u0131r\u0131mc\u0131lar bunu, getiriler y\u00fckseldi\u011finde fiyatlar d\u00fc\u015fece\u011fi i\u00e7in ASX 30 g\u00fcnl\u00fck Bankalararas\u0131 Nakit Oran\u0131 Vadeli \u0130\u015flemleri\u2019nde k\u0131sa pozisyon alarak de\u011ferlendirebilir.<\/p>\n

D\u00f6viz ve Hisse Senedi Piyasalar\u0131na Etkiler<\/h3>\n

Bu \u015fahin g\u00f6r\u00fcn\u00fcm, d\u00f6viz yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in de g\u00fc\u00e7l\u00fc bir zemin olu\u015fturuyor. AUD\/USD al\u0131m (call) opsiyonlar\u0131 al\u0131nmas\u0131n\u0131 veya Avustralya dolar\u0131nda uzun pozisyon ta\u015f\u0131nmas\u0131n\u0131 \u00f6neriyoruz; zira RBA\u2019n\u0131n di\u011fer merkez bankalar\u0131ndan daha h\u0131zl\u0131 s\u0131k\u0131la\u015ft\u0131\u011f\u0131 d\u00f6nemlerde Avustralya dolar\u0131 tarihsel olarak g\u00fc\u00e7 kazan\u0131yor. Avustralya\u2019da enflasyon son d\u00f6nemde ortalama %3,5\u2019in \u00fczerinde seyretti; bu da RBA\u2019n\u0131n k\u00fcresel benzerlerine k\u0131yasla s\u0131k\u0131la\u015ft\u0131rmay\u0131 s\u00fcrd\u00fcrmek i\u00e7in \u00f6nemli bir alana sahip oldu\u011fu anlam\u0131na geliyor.<\/p>\n

\u00d6te yandan, bor\u00e7lanma maliyetleri y\u00fckseldik\u00e7e Avustralya hisse senedi piyasas\u0131n\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 g\u00f6rmesini bekliyoruz. Yat\u0131r\u0131mc\u0131lar, gayrimenkul ve perakende hisselerindeki zay\u0131flamaya kar\u015f\u0131 korunmak i\u00e7in ASX 200 endeksinde sat\u0131m (put) opsiyonlar\u0131 almay\u0131 veya SPI 200 vadeli i\u015flemlerinde k\u0131sa pozisyon a\u00e7may\u0131 de\u011ferlendirmeli. Ge\u00e7mi\u015fte, benzer faiz art\u0131\u015flar\u0131 endekste h\u0131zl\u0131 bi\u00e7imde %3 ila %5 aras\u0131 geri \u00e7ekilmeleri tetikledi; bu da \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in g\u00fcvenilir bir \u015fablon sunuyor.<\/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":"

G\u00f6z\u00fc RBA\u2019da: Hunter, enflasyon riskiyle 29 Eyl\u00fcl\u2019de yeni faiz art\u0131\u015f\u0131 sinyali verdi. Piyasalar %94 ihtimalle +25 bp fiyatl\u0131yor; AUD g\u00fc\u00e7lenebilir, hisselerde bask\u0131, endekste d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 hedge \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50071,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68671","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