ABD ile \u00c7in, iki \u00fclke aras\u0131ndaki ticaret ate\u015fkesini planlanan Kas\u0131m biti\u015f tarihinin \u00f6tesine uzatma konusunda anla\u015ft\u0131, Bloomberg bildirdi. Uzatma karar\u0131, ABD Hazine Bakan\u0131 Scott Bessent ile \u00c7in Ba\u015fbakan Yard\u0131mc\u0131s\u0131 He Lifeng\u2019in Washington\u2019da planlanmam\u0131\u015f bir g\u00f6r\u00fc\u015fme ger\u00e7ekle\u015ftirmesinin ard\u0131ndan geldi. \u201cBusan Anla\u015fmas\u0131\u201d olarak an\u0131lan d\u00fczenleme 10 Kas\u0131m\u2019da sona erecekti; ancak art\u0131k 10 Ocak\u2019a kadar y\u00fcr\u00fcrl\u00fckte kalacak. Bu tarihe kadar ya daha kapsaml\u0131 bir ekonomik paket \u00fczerinde uzla\u015fma sa\u011flanmas\u0131 ya da mevcut \u015fartlar\u0131n yeniden uzat\u0131lmas\u0131 olas\u0131l\u0131\u011f\u0131 bulunuyor.<\/p>\n\n
\u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping ve Peng Liyuan, \u00c7ar\u015famba g\u00fcn\u00fc yerel saatle ak\u015fam 6\u2019dan k\u0131sa s\u00fcre \u00f6nce Washington d\u0131\u015f\u0131ndaki Joint Base Andrews\u2019e ula\u015ft\u0131. Piyasalarda AUD\/USD paritesi g\u00fcn i\u00e7inde %0,06 d\u00fc\u015f\u00fc\u015fle 0,7034 seviyesindeydi. Ayr\u0131 olarak, ABD-\u00c7in ticaret sava\u015f\u0131 2018\u2019in ba\u015f\u0131nda Ba\u015fkan Donald Trump d\u00f6neminde ba\u015flam\u0131\u015f ve Ocak 2020\u2019de Faz Bir anla\u015fmas\u0131na yol a\u00e7m\u0131\u015f, sonras\u0131nda ise tarifeler b\u00fcy\u00fck \u00f6l\u00e7\u00fcde y\u00fcr\u00fcrl\u00fckte kalm\u0131\u015ft\u0131. Trump\u2019\u0131n ABD\u2019nin 47. Ba\u015fkan\u0131 olarak geri d\u00f6nmesiyle gerilim yeniden t\u0131rmand\u0131: 2024 kampanyas\u0131 s\u0131ras\u0131nda \u00c7in\u2019e %60 tarife s\u00f6z\u00fc vermi\u015f, bu tarifeler 20 Ocak 2025\u2019te y\u00fcr\u00fcrl\u00fc\u011fe konmu\u015ftu.<\/p>\n\n
ABD-\u00c7in ticaret ate\u015fkesinin 10 Ocak 2027\u2019ye kadar beklenmedik \u015fekilde uzat\u0131lmas\u0131, de\u011ferlendirmemiz gereken ge\u00e7ici bir nefes alan\u0131 yarat\u0131yor. AUD\/USD ve USD\/CNH gibi ticarete duyarl\u0131 paritelerde k\u0131sa vadeli z\u0131mni volatilitenin \u00f6n\u00fcm\u00fczdeki birka\u00e7 hafta i\u00e7inde gerilemesini bekliyoruz. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131, yeni tarife riskinin \u015fimdilik rafa kalkt\u0131\u011f\u0131 bu d\u00f6nemde prim erimesinden faydalanmak i\u00e7in k\u0131sa vadeli opsiyonlarda sat\u0131\u015f y\u00f6nl\u00fc stratejileri de\u011ferlendirebilir.<\/p>\n\n
K\u0131sa vadeli piyasalarda sakinle\u015fme g\u00f6r\u00fclse de, yeni Ocak vadeli son tarih yakla\u015ft\u0131k\u00e7a sert bir volatilite s\u0131\u00e7ramas\u0131na haz\u0131rl\u0131kl\u0131 olmak gerekiyor. Ge\u00e7mi\u015f ticaret anla\u015fmazl\u0131klar\u0131na ili\u015fkin veriler, g\u00f6r\u00fc\u015fmeler t\u0131kand\u0131\u011f\u0131nda USD\/CNH z\u0131mni volatilitesinin s\u0131kl\u0131kla %20-%30 artabildi\u011fini g\u00f6steriyor. G\u00f6r\u00fc\u015fmelerin aniden bozulmas\u0131 riskine kar\u015f\u0131 korunma amac\u0131yla daha uzun vadeli takvim spread\u2019leri veya volatilite endekslerinde ileri vade al\u0131m opsiyonlar\u0131 \u00f6neriyoruz.<\/p>\n\n
Halihaz\u0131rda 0,7034 civar\u0131nda i\u015flem g\u00f6ren Avustralya Dolar\u0131, \u00c7in ekonomisinin sa\u011fl\u0131\u011f\u0131na ve k\u00fcresel ticaret ak\u0131mlar\u0131na y\u00fcksek derecede duyarl\u0131 olmaya devam ediyor. \u00c7in\u2019in imalat PMI\u2019\u0131n\u0131n son aylarda 50,4 civar\u0131nda dengelenmesiyle, emtia ba\u011flant\u0131l\u0131 para birimleri i\u00e7in ge\u00e7ici bir istikrar penceresi g\u00f6r\u00fcyoruz. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131, \u00f6n\u00fcm\u00fczdeki ay s\u0131n\u0131rl\u0131 bir rahatlama rallisinden faydalanmak \u00fczere AUD \u00fczerinde risk reversal kurgular\u0131n\u0131 de\u011ferlendirebilir.<\/p>\n\n
Hisse senedi t\u00fcrevleri taraf\u0131nda ise bu ge\u00e7ici rahatlama, \u00c7in tedarik zincirlerine g\u00fc\u00e7l\u00fc bi\u00e7imde ba\u011f\u0131ml\u0131 \u00e7ok uluslu \u015firketleri destekleyebilir. %60 tarife tehdidinin ilk g\u00fcndeme geldi\u011fi d\u00f6nemde sert darbe alan teknoloji ve otomotiv sekt\u00f6rlerinde al\u0131m opsiyonlar\u0131 hedeflenebilir. Bununla birlikte, siyasi s\u00f6ylemde ani bir de\u011fi\u015fimin bu kazan\u0131mlar\u0131 h\u0131zla tersine \u00e7evirebilece\u011fi dikkate al\u0131narak pozisyon b\u00fcy\u00fckl\u00fcklerinin makul tutulmas\u0131 gerekir.<\/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":" Son dakika: ABD-\u00c7in ticaret ate\u015fkesi \u201cBusan Anla\u015fmas\u0131\u201d kapsam\u0131nda 10 Kas\u0131m sonras\u0131 10 Ocak\u2019a uzat\u0131ld\u0131. K\u0131sa vadede AUD\/USD ve USD\/CNH volatilitesi d\u00fc\u015febilir; vade yakla\u015ft\u0131k\u00e7a s\u0131\u00e7rama riski art\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50032,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68781","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