{"id":13949,"date":"2024-10-09T06:36:08","date_gmt":"2024-10-09T06:36:08","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=13949"},"modified":"2024-10-09T06:36:08","modified_gmt":"2024-10-09T06:36:08","slug":"guggenheimdan-abd-enflasyon-uyarisi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/10\/09\/guggenheimdan-abd-enflasyon-uyarisi\/","title":{"rendered":"Guggenheim\u2019dan ABD enflasyon uyar\u0131s\u0131"},"content":{"rendered":"<div>\n<p>Fed \u00fcyelerinden gelen iyimser a\u00e7\u0131klamalara kar\u015f\u0131n herkes ABD&#8217;nin enflasyonla m\u00fccadelesinin sona erdi\u011fi g\u00f6r\u00fc\u015f\u00fcnde de\u011fil.<\/p>\n<p>Guggenheim Partners Investment Management CIO&#8217;su Anne Walsh&#8217;a g\u00f6re fiyat bask\u0131lar\u0131 son iki y\u0131lda \u00f6nemli \u00f6l\u00e7\u00fcde azalm\u0131\u015f olsa da enflasyon sorunu ortadan kalkm\u0131\u015f de\u011fil ve bunun sorumlusu pahal\u0131 yapay zeka teknolojisi harcamalar\u0131ndan yak\u0131n ta\u015f\u0131mac\u0131l\u0131\u011fa kadar \u00e7e\u015fitli fakt\u00f6rler olabilir.<\/p>\n<p>ABD&#8217;de enflasyonun orta vadede yeniden %4&#8217;lere t\u0131rmanmas\u0131n\u0131 bekleyen Walsh, &#8220;Enflasyon k\u0131sa vadede Fed&#8217;in y\u00fczde 2&#8217;lik hedefine d\u00f6nme yolunda ilerlese de, bu hedefte \u00e7ok uzun s\u00fcre kalmayabilir&#8221; g\u00f6r\u00fc\u015f\u00fcn\u00fc aktard\u0131.<\/p>\n<\/div>\n<div>\n<p>Sal\u0131 g\u00fcn\u00fc Connecticut&#8217;ta d\u00fczenlenen Greenwich Ekonomik Forumu&#8217;nda konu\u015fan Walsh, &#8220;Bir s\u00fcredir ilk kez reflasyonist bir d\u00fcnyaday\u0131z&#8221; dedi ve Fed&#8217;in y\u00fczde 2&#8217;lik enflasyon hedefini kald\u0131r\u0131p bir bant aral\u0131\u011f\u0131 ile \u00e7al\u0131\u015fmas\u0131 gerekti\u011fi g\u00f6r\u00fc\u015f\u00fcn\u00fc savundu. &#8220;Y\u00fcksek olmayan enflasyon dalgalar\u0131 g\u00f6rebilece\u011fimizi d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm bu d\u00fcnyaday\u0131z&#8221; diyen Walsh, Fed yetkililerinin \u00e7ift haneli enflasyonla m\u00fccadele etti\u011fi 1970&#8217;lerdeki gibi bir senaryo beklemese de enflasyonun &#8220;paradigman\u0131n do\u011fal bir par\u00e7as\u0131&#8221; olmaya haz\u0131rland\u0131\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n<p>\u00d6te yandan Mizuho Financial Group Inc. de yat\u0131r\u0131mc\u0131lar\u0131n ABD&#8217;de yumu\u015fak ini\u015f tahminlerinin yanl\u0131\u015f \u00e7\u0131kmas\u0131 ihtimaline kar\u015f\u0131, sat\u0131\u015f\u0131 kolay varl\u0131klar\u0131 stoklayarak k\u0131sa vadeli piyasa \u00e7alkant\u0131lar\u0131na haz\u0131rlan\u0131yor. Kurum herhangi bir \u015fokun etkisini azaltmak i\u00e7in Hazine tahvilleri, ABD devlet kurumu tahvilleri ve sat\u0131lmas\u0131 veya fiyat d\u00fc\u015f\u00fc\u015flerine kar\u015f\u0131 hedge edilmesi daha kolay olan di\u011fer varl\u0131klar\u0131 sat\u0131n al\u0131yor.<\/p>\n<\/div>\n<\/p>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.bloomberght.com\/guggenheimdan-abd-enflasyon-uyarisi-2361924<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Guggenheim Partners Investment Management CIO&#8217;su Anne Walsh, ABD&#8217;de enflasyonun orta vadede yeniden y\u00fczde 4&#8217;lere t\u0131rmanmas\u0131n\u0131 bekledi\u011fini belirterek, &#8220;Enflasyon k\u0131sa vadede Fed&#8217;in y\u00fczde 2&#8217;lik hedefine d\u00f6nme yolunda ilerlese de, bu hedefte \u00e7ok uzun&#8230;<\/p>\n","protected":false},"author":1,"featured_media":13950,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[227],"manset":[],"class_list":["post-13949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-enflasyon"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/13949","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=13949"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/13949\/revisions"}],"predecessor-version":[{"id":13951,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/13949\/revisions\/13951"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/13950"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=13949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=13949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=13949"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=13949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}