Kanada\u2019n\u0131n i\u015fg\u00fcc\u00fc piyasas\u0131 eyl\u00fclde 68 bin istihdam kaybetti; kay\u0131plar e\u011fitim ve sa\u011fl\u0131k hizmetleri gibi kamu sekt\u00f6rlerinde yo\u011funla\u015ft\u0131. Bu geli\u015fme, bir \u00f6nceki ay g\u00f6r\u00fclen 42 binlik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan geldi; yaz aylar\u0131ndaki kazan\u0131mlar\u0131n \u00f6nemli k\u0131sm\u0131n\u0131 geri \u00e7evirdi ve y\u0131lba\u015f\u0131ndan bu yana istihdam\u0131 -41 bine ta\u015f\u0131d\u0131. Son d\u00f6nemdeki daha zay\u0131f verilere ra\u011fmen i\u015fsizlik oran\u0131 h\u00e2l\u00e2 ge\u00e7en y\u0131lki seviyenin alt\u0131nda.<\/p>\n\n
Bankan\u0131n ekonomisti, ayl\u0131k istihdam verilerini \u201coynak\u201d olarak nitelendirirken, Indeed.com\u2019un a\u00e7\u0131k i\u015f verilerini i\u015fe al\u0131m talebinde \u00f6nc\u00fc g\u00f6sterge olarak i\u015faret etti ve ABD\u2019nin uygulamaya koydu\u011fu yeni tarifelerden bu yana i\u015fe al\u0131m talebinin sorunlu bir \u00f6l\u00e7\u00fcde geri \u00e7ekilmedi\u011fini belirtti. S\u00f6z konusu vergiler Kanada ihracat\u0131n\u0131n s\u0131n\u0131rl\u0131 bir b\u00f6l\u00fcm\u00fcn\u00fc kaps\u0131yor. Bu \u00e7er\u00e7evede banka, i\u015fg\u00fcc\u00fc piyasas\u0131nda daha \u00f6nce kaydedilen ilerlemenin genel hatlar\u0131yla korunmas\u0131n\u0131 ve i\u015fsizlik oran\u0131n\u0131n 2026 sonuna kadar kademeli olarak gerilemesini bekliyor.<\/p>\n\n
A\u011fustosta 42 binlik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan eyl\u00fclde 68 bin istihdam kayb\u0131 ya\u015fanmas\u0131n\u0131n, t\u00fcrev piyasa yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in k\u0131sa vadede cazip bir f\u0131rsat sundu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. \u00dcst \u00fcste gelen bu gerilemenin, piyasalar\u0131n daha gev\u015fek bir para politikas\u0131n\u0131 fiyatlamas\u0131yla birlikte \u00f6n\u00fcm\u00fczdeki haftalarda Kanada Dolar\u0131 (CAD) \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratmas\u0131 y\u00fcksek olas\u0131l\u0131k. Yat\u0131r\u0131mc\u0131lar, bu ge\u00e7ici kur zay\u0131fl\u0131\u011f\u0131ndan faydalanmak i\u00e7in k\u0131sa vadeli CAD sat\u0131m (put) opsiyonlar\u0131n\u0131 veya d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc vadeli i\u015flem (futures) pozisyonlar\u0131n\u0131 de\u011ferlendirebilir.<\/p>\n\n
Bununla birlikte, e\u011fitim ve sa\u011fl\u0131k gibi kamu sekt\u00f6rlerinde yo\u011funla\u015fan bu oynakl\u0131\u011f\u0131n \u00f6tesine bakmak gerekiyor. Tarihsel veriler, 2024 ortas\u0131nda i\u015fsizlik oran\u0131n\u0131n %6,4\u2019e y\u00fckseldi\u011fi d\u00f6nemde g\u00f6r\u00fclen ge\u00e7ici s\u0131\u00e7ramalar gibi benzer dalgalanmalar\u0131n, uzun soluklu bir ekonomik daralmadan ziyade sert piyasa d\u00fczeltmelerine yol a\u00e7t\u0131\u011f\u0131n\u0131 g\u00f6steriyor. \u00c7evrimi\u00e7i i\u015f ilanlar\u0131 gibi \u00f6nc\u00fc g\u00f6stergeler g\u00fc\u00e7l\u00fc seyrini korudu\u011fundan, i\u015fe al\u0131m talebinin sorunlu bir d\u00fczeye gerilemesini beklemiyoruz.<\/p>\n\n
Orta vadeli pozisyonlanma i\u00e7in, kurun \u00f6ng\u00f6r\u00fclen yak\u0131n vadeli taban\u0131na ula\u015fmas\u0131n\u0131n ard\u0131ndan uzun CAD al\u0131m (call) opsiyonlar\u0131 veya y\u00fckseli\u015f y\u00f6nl\u00fc spread stratejileri olu\u015fturulmas\u0131n\u0131 \u00f6neriyoruz. Bu yakla\u015f\u0131m, Kanada\u2019da i\u015fsizlik oran\u0131n\u0131n 2026 sonuna kadar kademeli bi\u00e7imde d\u00fc\u015fece\u011fi ve bunun daha geni\u015f bir ekonomik toparlanmay\u0131 destekleyece\u011fi beklentisiyle uyumlu. K\u0131sa vadeli d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc korunma stratejilerini daha uzun vadeli y\u00fckseli\u015f y\u00f6nl\u00fc t\u00fcrev pozisyonlarla dengeleyerek, bu ge\u00e7i\u015f d\u00f6neminde daha etkin bir \u015fekilde hareket edebiliriz.<\/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":" \u015eok veri: Kanada eyl\u00fclde 68 bin istihdam kaybetti; kay\u0131plar kamu sekt\u00f6r\u00fcnde yo\u011funla\u015ft\u0131. Piyasa CAD\u2019de k\u0131sa vadeli bask\u0131 bekliyor; ancak \u00f6nc\u00fc g\u00f6stergeler g\u00fc\u00e7l\u00fc, 2026\u2019ya dek i\u015fsizlikte d\u00fc\u015f\u00fc\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n","protected":false},"author":87,"featured_media":69464,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69465","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