{"id":69487,"date":"2026-10-12T03:55:18","date_gmt":"2026-10-12T03:55:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/us-inflation-set-to-pick-up-as-fed-seen-on-hold-uk-growth-firms-asia-prices-rise\/"},"modified":"2026-10-12T03:55:18","modified_gmt":"2026-10-12T03:55:18","slug":"us-inflation-set-to-pick-up-as-fed-seen-on-hold-uk-growth-firms-asia-prices-rise","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/us-inflation-set-to-pick-up-as-fed-seen-on-hold-uk-growth-firms-asia-prices-rise\/","title":{"rendered":"ABD\u2019de enflasyonun h\u0131zlanmas\u0131 beklenirken Fed\u2019in faizleri sabit tutaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor; \u0130ngiltere\u2019de b\u00fcy\u00fcme g\u00fc\u00e7leniyor, Asya\u2019da fiyatlar y\u00fckseliyor"},"content":{"rendered":"

Gelecek haftan\u0131n ABD T\u00dcFE\u2019sinin eyl\u00fclde %0,6 artmas\u0131 bekleniyor; art\u0131\u015f\u0131n ana y\u00fck\u00fcn\u00fc enerji \u00fcstlenirken \u00e7ekirdek enflasyonun kontrol alt\u0131nda kalaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Bu g\u00f6r\u00fcn\u00fcm, Fed\u2019in ekim ay\u0131nda politikay\u0131 sabit tutmas\u0131yla uyumlu. Eyl\u00fcl ay\u0131 ikinci el konut sat\u0131\u015flar\u0131n\u0131n %1,0 gerilemesi, perakende sat\u0131\u015flar\u0131n ise t\u00fcketimin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 korumakla birlikte marjda so\u011fudu\u011funu g\u00f6stermesi bekleniyor. Birle\u015fik Krall\u0131k\u2019ta ayl\u0131k GSYH\u2019nin a\u011fustosta %0,2 artaca\u011f\u0131 tahmin ediliyor; bu da konsens\u00fcs\u00fcn \u00fczerinde bir ivmeye i\u015faret ediyor.<\/p>\n\n

Asya\u2019da Hindistan enflasyonunun eyl\u00fclde %5,65\u2019e h\u0131zlanaca\u011f\u0131 ve s\u0131k\u0131la\u015fma g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc g\u00fcndemde tutaca\u011f\u0131, \u00c7in T\u00dcFE\u2019sinin ise %1,1\u2019e y\u00fckselece\u011fi bekleniyor; bu bask\u0131, ilave gev\u015femeyi geciktirebilir. ABD konut piyasas\u0131nda daha y\u00fcksek mortgage faizleri aktivite \u00fczerinde ek bir bask\u0131 unsuru olarak \u00f6ne \u00e7\u0131k\u0131yor: A\u011fustosta ikinci el konut sat\u0131\u015flar\u0131 \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc ay d\u00fc\u015ferek y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f h\u0131z\u0131 2011\u2019den bu yana yaln\u0131zca sekizinci kez d\u00f6rt milyonun alt\u0131na indirdi. Buna kar\u015f\u0131n k\u0131s\u0131tl\u0131 arz, konut fiyat art\u0131\u015f\u0131n\u0131 desteklerken sat\u0131n al\u0131nabilirlik \u00fczerinde bask\u0131 yarat\u0131yor.<\/p>\n\n

Enflasyon ve Konut Piyasas\u0131 G\u00f6r\u00fcn\u00fcm\u00fc Ekseninde T\u00fcrev Stratejileri<\/h3>\n\n

\u00d6n\u00fcm\u00fczdeki haftaki ABD t\u00fcketici fiyat endeksi (T\u00dcFE) verisi \u00f6ncesinde faiz oran\u0131 opsiyonlar\u0131nda volatiliteye haz\u0131rl\u0131kl\u0131 olunmas\u0131n\u0131 \u00f6neriyoruz. Eyl\u00fclde enerji kaynakl\u0131 bask\u0131lar nedeniyle T\u00dcFE\u2019nin %0,6 artmas\u0131n\u0131 bekliyoruz. \u00c7ekirdek enflasyon kontrol alt\u0131nda kald\u0131\u011f\u0131 i\u00e7in, Fed\u2019in bir sonraki toplant\u0131s\u0131nda faizleri sabit tutaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz. Bundan faydalanmak i\u00e7in yat\u0131r\u0131mc\u0131lar, faiz art\u0131\u015flar\u0131na ara verilmesinden yararlanabilecek stratejileri; \u00f6rne\u011fin k\u0131sa vadeli Hazine tahvili (Treasury) vadeli i\u015flemleri veya maj\u00f6r hisse endeksleri \u00fczerinde n\u00f6trden y\u00fckseli\u015f e\u011filimli opsiyon pozisyonlar\u0131n\u0131 de\u011ferlendirebilir.<\/p>\n\n

ABD konut piyasas\u0131 bask\u0131 alt\u0131nda kalmaya devam ediyor ve 30 y\u0131ll\u0131k ortalama mortgage faizleri %6,5 civar\u0131nda seyrederken pazartesi a\u00e7\u0131klanacak ikinci el konut sat\u0131\u015flar\u0131n\u0131n %1,0 daha gerilemesini bekliyoruz. Sat\u0131\u015f hacmi y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f bazda d\u00f6rt milyon e\u015fi\u011finin alt\u0131nda s\u00fcr\u00fcn\u00fcrken, yat\u0131r\u0131mc\u0131lar konut geli\u015ftirici (homebuilder) endeksleri \u00fczerinde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc opsiyonlara y\u00f6nelebilir. Ayn\u0131 zamanda, \u0131l\u0131ml\u0131la\u015fan perakende sat\u0131\u015flar\u0131n t\u00fcketici dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131n\u0131 ima etmesini bekledi\u011fimizden, iste\u011fe ba\u011fl\u0131 t\u00fcketim (consumer discretionary) sekt\u00f6rlerinde defansif opsiyon pozisyonlar\u0131 daha cazip hale geliyor.<\/p>\n\n

Birle\u015fik Krall\u0131k\u2019ta Dayan\u0131kl\u0131l\u0131k ve Asya Enflasyonu: Piyasa Notlar\u0131<\/h3>\n\n

Atlantik\u2019in \u00f6te yan\u0131nda, \u0130ngiliz ekonomisi a\u011fustos GSYH\u2019nin %0,2 artmas\u0131n\u0131n beklenmesiyle piyasa konsens\u00fcs\u00fcn\u00fc a\u015fan bir dayan\u0131kl\u0131l\u0131k sergiliyor. Bu ivme, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) k\u00fcresel emsallerine k\u0131yasla faizleri daha uzun s\u00fcre y\u00fcksek tutabilece\u011fine i\u015faret ediyor. Bu g\u00fcc\u00fc i\u015flem fikrine d\u00f6n\u00fc\u015ft\u00fcrmek i\u00e7in sterlin bazl\u0131 d\u00f6viz vadeli i\u015flemlerinde uzun pozisyonlar de\u011ferlendirilebilir.<\/p>\n\n

Geli\u015fen piyasalarda, Hindistan enflasyonunun %5,65\u2019e h\u0131zlanmas\u0131n\u0131n merkez bankas\u0131n\u0131 \u015fahin duru\u015fu korumaya zorlamas\u0131 ve t\u00fcrev d\u00f6viz piyasalar\u0131nda rupiyi desteklemesi muhtemel g\u00f6r\u00fcn\u00fcyor. \u00d6te yandan \u00c7in\u2019de enflasyonun %1,1\u2019e y\u00fckselmesi bekleniyor; tarihsel olarak bu seviye, merkez bankas\u0131n\u0131n ilave parasal te\u015fvik sa\u011flama kapasitesini s\u0131n\u0131rl\u0131yor. \u00c7in\u2019de gev\u015femenin gecikmesi b\u00f6lgedeki hisse rallilerini k\u0131sa vadede s\u0131n\u0131rlayabilece\u011finden, yat\u0131r\u0131mc\u0131lar\u0131n Asya hisse t\u00fcrevlerinde risk y\u00f6netimini s\u0131k\u0131 tutmas\u0131 gerekiyor.<\/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\u00f6zler ABD T\u00dcFE\u2019de: Eyl\u00fclde %0,6 art\u0131\u015f bekleniyor; enerji s\u00fcr\u00fcklerken \u00e7ekirdek sakin, Fed ekimde pas ge\u00e7ebilir. Konutta d\u00fc\u015f\u00fc\u015f s\u00fcr\u00fcyor; \u0130ngiltere b\u00fcy\u00fcyor, Asya enflasyonu \u015fahinli\u011fi besliyor.<\/p>\n","protected":false},"author":87,"featured_media":69486,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69487","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