{"id":69875,"date":"2026-10-19T04:57:11","date_gmt":"2026-10-19T04:57:11","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/us-net-tic-inflows-jump-to-199-8bn-in-august-signalling-stronger-foreign-appetite-for-us-assets\/"},"modified":"2026-10-19T04:57:11","modified_gmt":"2026-10-19T04:57:11","slug":"us-net-tic-inflows-jump-to-199-8bn-in-august-signalling-stronger-foreign-appetite-for-us-assets","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/us-net-tic-inflows-jump-to-199-8bn-in-august-signalling-stronger-foreign-appetite-for-us-assets\/","title":{"rendered":"ABD net TIC giri\u015fleri A\u011fustos\u2019ta 199,8 milyar dolara s\u0131\u00e7rad\u0131; ABD varl\u0131klar\u0131na yabanc\u0131 ilgisinin g\u00fc\u00e7lendi\u011fine i\u015faret ediyor"},"content":{"rendered":"

ABD Toplam Net TIC ak\u0131mlar\u0131, bir \u00f6nceki aydaki 83,7 milyar dolardan A\u011fustos\u2019ta 199,8 milyar dolara y\u00fckselerek, Hazine Uluslararas\u0131 Sermaye (TIC) sistemi kapsam\u0131nda \u00f6l\u00e7\u00fclen ABD\u2019nin uzun ve k\u0131sa vadeli menkul k\u0131ymetleri ile bankac\u0131l\u0131k kalemlerine daha g\u00fc\u00e7l\u00fc bir net giri\u015fe i\u015faret etti. Bu hareket, ayl\u0131k bazda belirgin bir h\u0131zlanmay\u0131 g\u00f6sterirken, d\u00f6nem i\u00e7inde ABD varl\u0131klar\u0131na y\u00f6nelik yabanc\u0131 talebin g\u00fc\u00e7lendi\u011fini veya ABD\u2019nin yabanc\u0131 varl\u0131k al\u0131mlar\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n\n

TIC verileri, fonlama ko\u015fullar\u0131n\u0131 ve \u00f6demeler dengesini etkileyebilecek s\u0131n\u0131r \u00f6tesi i\u015flemler ile pozisyonlar\u0131 bir araya getiriyor. A\u011fustos\u2019taki 199,8 milyar dolarl\u0131k seviye, Temmuz\u2019daki 83,7 milyar dolar\u0131n ard\u0131ndan gelirken; art\u0131\u015f\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc, b\u00fclten i\u00e7indeki ak\u0131mlar\u0131n kompozisyonuna ba\u011fl\u0131 olarak d\u0131\u015f finansman dayan\u0131kl\u0131l\u0131\u011f\u0131 ve k\u0131sa vadeli dolar likiditesi e\u011filimlerine ili\u015fkin de\u011ferlendirmeleri etkileyebilir.<\/p>\n\n

Yabanc\u0131 Talep ve Dolar Likiditesine Etkileri<\/h3>\n\n

A\u011fustos\u2019ta toplam net Hazine Uluslararas\u0131 Sermaye (TIC) ak\u0131mlar\u0131n\u0131n 199,8 milyar dolara s\u0131\u00e7ramas\u0131, yabanc\u0131lar\u0131n Amerikan varl\u0131klar\u0131na talebinin ola\u011fan\u00fcst\u00fc g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Biz bu b\u00fcy\u00fck sermaye dalgas\u0131n\u0131, yurt d\u0131\u015f\u0131n\u0131n i\u00e7 piyasalara duydu\u011fu g\u00fcvenin net bir sinyali olarak de\u011ferlendiriyoruz. T\u00fcrev i\u015flem yapanlar, s\u0131n\u0131r \u00f6tesi sermaye hareketlerinden do\u011frudan fayda sa\u011flayan varl\u0131k s\u0131n\u0131flar\u0131nda momentumun s\u00fcrmesine haz\u0131rl\u0131kl\u0131 olmal\u0131.<\/p>\n\n

Tarihsel olarak, ayl\u0131k net yabanc\u0131 giri\u015fleri 150\u2013200 milyar dolar e\u015fi\u011fini a\u015ft\u0131\u011f\u0131nda, ABD Dolar Endeksi (DXY) izleyen ayda s\u0131kl\u0131kla yap\u0131sal destek buluyor. Ba\u015fl\u0131ca paritelere kar\u015f\u0131 dolar g\u00fcc\u00fcne, al\u0131m (call) opsiyonlar\u0131 veya uzun vadeli (long) vadeli i\u015flem pozisyonlar\u0131 gibi y\u00fckseli\u015f y\u00f6nl\u00fc t\u00fcrev stratejilerle a\u011f\u0131rl\u0131k verilmesini \u00f6neriyoruz. Yabanc\u0131 al\u0131mlar\u0131n\u0131n g\u00fc\u00e7l\u00fc seyretmesi, para politikas\u0131 beklentilerinin de\u011fi\u015fti\u011fi d\u00f6nemlerde bile dolar i\u00e7in g\u00fcvenilir bir likidite tamponu olu\u015fturuyor.<\/p>\n\n

Hisseler, Hazine Tahvilleri ve Risk Y\u00f6netimine Etkiler<\/h3>\n\n

Hisse senedi t\u00fcrevleri taraf\u0131nda, y\u00fcksek yabanc\u0131 giri\u015fleri genellikle volatiliteyi bask\u0131larken endeks vadeli i\u015flemlerini yukar\u0131 ta\u015f\u0131r. Ayn\u0131 zamanda, uzun vadeli Hazine tahvillerine y\u00f6nelik yabanc\u0131 i\u015ftah\u0131 arz\u0131 absorbe etmeye ve ani faiz s\u0131\u00e7ramalar\u0131n\u0131 s\u0131n\u0131rlamaya yard\u0131mc\u0131 olur. Geni\u015f kapsaml\u0131 hisse endeksi vadeli kontratlar\u0131nda uzun pozisyon kurulumlar\u0131 de\u011ferlendirilirken, daha dengeli seyreden getirilerden faydalanmak i\u00e7in faiz swaplar\u0131 veya tahvil vadeli i\u015flemleri kullan\u0131labilir.<\/p>\n\n

Veriler, yabanc\u0131lar\u0131n net al\u0131mlar\u0131n\u0131n 150 milyar dolar\u0131 a\u015ft\u0131\u011f\u0131 d\u00f6nemlerin, tarihsel olarak takip eden \u00e7eyrekte geni\u015f tabanl\u0131 hisse endekslerinde %2 ila %4\u2019l\u00fck art\u0131\u015fla \u00f6rt\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Ancak uluslararas\u0131 sermaye ak\u0131mlar\u0131ndaki y\u00f6n de\u011fi\u015fimleri, piyasa alg\u0131s\u0131n\u0131n bozulmas\u0131 halinde ani likidite bo\u015fluklar\u0131na yol a\u00e7abilece\u011finden risk titizlikle y\u00f6netilmelidir. \u00d6n\u00fcm\u00fczdeki haftalarda bu ivmenin korunup korunmad\u0131\u011f\u0131n\u0131 teyit etmek i\u00e7in yakla\u015fan makroekonomik veriler ve Hazine ihale sonu\u00e7lar\u0131 yak\u0131ndan izlenmelidir.<\/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":"

S\u00fcrpriz sermaye dalgas\u0131: ABD net TIC ak\u0131mlar\u0131 A\u011fustos\u2019ta 83,7 milyardan 199,8 milyara s\u0131\u00e7rad\u0131. Bu, yabanc\u0131 talepte g\u00fc\u00e7lenme ve dolar likiditesinde tampon sinyali; tahvil\/hisse fiyatlamalar\u0131n\u0131 etkileyebilir.<\/p>\n","protected":false},"author":87,"featured_media":69874,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69875","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