Ge\u00e7ti\u011fimiz hafta Fed\u2019in beklentiye paralel olarak faiz oran\u0131nda 25 bp art\u0131r\u0131ma gitmesiyle birlikte uluslararas\u0131 piyasalarda dolar aleyhine fiyatlamalar\u0131n ger\u00e7ekle\u015fti\u011fini g\u00f6rd\u00fck. Bu do\u011frultuda geli\u015fen \u00fclke para birimlerinde dolara kar\u015f\u0131 de\u011fer kazanc\u0131 g\u00f6r\u00fcl\u00fcrken hisse senetleri piyasalar\u0131nda da olumlu hava hakim oldu. 2008 krizi \u00f6ncesinden bu yana ger\u00e7ekle\u015ftirilen ilk faiz art\u0131r\u0131m\u0131na olumlu tepki veren finans piyasalar\u0131, faiz art\u0131r\u0131m\u0131ndan ziyade Fed Ba\u015fkan\u0131 Yellen\u2019\u0131n bundan sonraki art\u0131\u015flar\u0131n \u201ckademeli\u201d olaca\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131ndan pozitif etkilendi.<\/p>\n
<\/p>\n
Fed Belirsizli\u011finin Kalkmas\u0131 Geli\u015fen \u00dclke Para Birimlerine Yarad\u0131<\/em><\/strong><\/p>\n Fed faiz art\u0131r\u0131m\u0131na kadar de\u011fer kayb\u0131n\u0131n etkili oldu\u011fu geli\u015fen \u00fclke para birimlerinin bir \u00e7o\u011fu Fed belirsizli\u011finin ortadan kalkmas\u0131yla birlikte dolar kar\u015f\u0131 de\u011fer kazand\u0131. Bu noktada ge\u00e7ti\u011fimiz haftadan bug\u00fcne geli\u015fen \u00fclke para birimlerinin dolara kar\u015f\u0131 performanslar\u0131na bak\u0131ld\u0131\u011f\u0131nda 24 para biriminden yaln\u0131zca Brezilya Reali, Meksika Pezosu, Tayvan Dolar\u0131 ve Peru Nuevo Solunun dolara kar\u015f\u0131 de\u011fer kaybetti\u011fi g\u00f6r\u00fcl\u00fcyor. Bunlar\u0131n d\u0131\u015f\u0131nda kalan 20 geli\u015fen \u00fclke para biriminin dolara kar\u015f\u0131 de\u011fer kazand\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n T\u00fcrk Liras\u0131 Nerede?<\/em><\/strong><\/p>\n Ge\u00e7ti\u011fimiz haftaki Fed karar\u0131ndan bug\u00fcne geli\u015fen \u00fclke para birimlerinin dolara kar\u015f\u0131 performanslar\u0131nda T\u00fcrk liras\u0131n\u0131n konumuna bakt\u0131\u011f\u0131m\u0131zda T\u00fcrk liras\u0131n\u0131n dolara kar\u015f\u0131 yaln\u0131zca y\u00fczde 0.11 de\u011fer kazanarak geli\u015fen \u00fclke para birimleri aras\u0131nda 16. S\u0131rada oldu\u011funu g\u00f6r\u00fcyoruz. Fakat d\u00fcnk\u00fc TCMB faiz karar\u0131ndan \u00f6nce T\u00fcrk liras\u0131ndaki fiyatlamalar dolara kar\u015f\u0131 de\u011fer kazanan para birimleri aras\u0131nda en iyi performans\u0131 g\u00f6steren 5. para birimini i\u015faret ediyordu.<\/p>\n TCMB\u2019nin piyasa beklentisinin aksine faiz oranlar\u0131nda art\u0131r\u0131ma gitmemesi piyasa taraf\u0131ndan olumlu kar\u015f\u0131lanmad\u0131. Ge\u00e7ti\u011fimiz d\u00f6nemde Fed\u2019in faiz art\u0131r\u0131m\u0131 sonras\u0131 faiz oranlar\u0131nda art\u0131r\u0131ma gidilece\u011fi y\u00f6n\u00fcnde piyasalara mesaj ileten Merkez Bankas\u0131\u2019n\u0131n Fed faiz art\u0131r\u0131m\u0131 sonras\u0131nda faiz oranlar\u0131n\u0131 sabit b\u0131rakmas\u0131, Merkez Bankas\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131 gibi T\u00fcrk liras\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131ran ana fakt\u00f6r olarak \u00f6ne \u00e7\u0131kt\u0131. Petrol fiyatlar\u0131n\u0131n d\u00fc\u015fmeye devam etmesine ra\u011fmen enflasyonun y\u00fckselmeye devam etti\u011fi ve Fed\u2019in faiz art\u0131rd\u0131\u011f\u0131 bir ortamda TCMB\u2019den faiz art\u0131r\u0131m\u0131 gelmemesi ilerleyen s\u00fcre\u00e7te T\u00fcrk liras\u0131 \u00fczerindeki negatif etkiyi art\u0131rabilir. Bu do\u011frultuda 2.90 seviyesi \u00fczerindeki fiyatlamalar devam etti\u011fi s\u00fcrece dolar\/TL\u2019de yukar\u0131 y\u00f6nl\u00fc hareketin devam\u0131 gelebilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Ge\u00e7ti\u011fimiz hafta Fed\u2019in beklentiye paralel olarak faiz oran\u0131nda 25 bp art\u0131r\u0131ma gitmesiyle birlikte uluslararas\u0131 piyasalarda dolar aleyhine fiyatlamalar\u0131n ger\u00e7ekle\u015fti\u011fini g\u00f6rd\u00fck. Bu do\u011frultuda geli\u015fen \u00fclke para birimlerinde dolara kar\u015f\u0131 de\u011fer kazanc\u0131 g\u00f6r\u00fcl\u00fcrken hisse senetleri piyasalar\u0131nda da olumlu hava hakim oldu. 2008 krizi \u00f6ncesinden bu yana ger\u00e7ekle\u015ftirilen ilk faiz art\u0131r\u0131m\u0131na olumlu tepki veren finans piyasalar\u0131, faiz art\u0131r\u0131m\u0131ndan…<\/p>\n","protected":false},"author":6,"featured_media":1162,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-428","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analiz-ve-yorumlar"],"_links":{"self":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts\/428","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/comments?post=428"}],"version-history":[{"count":1,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts\/428\/revisions"}],"predecessor-version":[{"id":430,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts\/428\/revisions\/430"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/media\/1162"}],"wp:attachment":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/media?parent=428"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/categories?post=428"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/tags?post=428"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}