{"id":16039,"date":"2025-05-03T23:24:08","date_gmt":"2025-05-03T23:24:08","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=16039"},"modified":"2025-05-03T23:24:08","modified_gmt":"2025-05-03T23:24:08","slug":"dolarin-hedge-maliyeti-2022den-beri-en-yuksek-seviyede","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/05\/03\/dolarin-hedge-maliyeti-2022den-beri-en-yuksek-seviyede\/","title":{"rendered":"Dolar\u0131n \u2018hedge maliyeti\u2019 2022\u2019den beri en y\u00fcksek seviyede"},"content":{"rendered":"
\n

Bloomberg Dolar Spot Endeksinde bir haftal\u0131k beklenen volatilite \u00c7ar\u015famba g\u00fcn\u00fc resesyon korkular\u0131n\u0131n piyasalar\u0131 k\u0131sa s\u00fcreli\u011fine etkisi alt\u0131na ald\u0131\u011f\u0131 Aral\u0131k 2022\u2019den beri en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.<\/p>\n

Bu art\u0131\u015f, yat\u0131r\u0131mc\u0131lar\u0131n dolar\u0131n euro, yen, yuan, Meksika pesosu gibi para birimleri kar\u015f\u0131s\u0131nda sert dalgalanmalara haz\u0131rland\u0131klar\u0131n\u0131 ve bu t\u00fcr hareketlere kar\u015f\u0131 korunman\u0131n maliyetinin artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n

New York\u2019taki Barclays\u2019te D\u00f6viz stratejisti olan Skylar Montgomery \u201cSe\u00e7im d\u00f6viz piyasalar\u0131 i\u00e7in ikili bir olay ve bu nedenle d\u00f6viz riskinden korunma talebi artt\u0131. Peso, yuan, G\u00fcney Kore wonu dahil geli\u015fen \u00fclke para birimleri ABD se\u00e7imlerine en duyarl\u0131 paralar\u201d de\u011ferlendirmesini yapt\u0131.<\/p>\n<\/div>\n

\n

ABD ekonomisinde g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme s\u00fcrpriz bi\u00e7imde devam ederken tahvil getirileri y\u00fckseldi, dolar endeksi de Ekim ay\u0131n\u0131n ba\u015f\u0131ndan beri y\u00fczde 3\u2019ten fazla y\u00fckselerek Eyl\u00fcl 2022\u2019den beri en iyi ayl\u0131k performansa ilerliyor.<\/p>\n

T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar Fed\u2019in agresif indirim tahminlerinin azalmas\u0131yla dolarda y\u00fckseli\u015f bekliyor. Se\u00e7im sonucunun g\u00fcvenli limanlara talebi art\u0131rmas\u0131 veya Trump\u2019\u0131n se\u00e7ilmesi durumunda ticaret ortaklar\u0131na ek g\u00fcmr\u00fck vergisi gibi ad\u0131mlar\u0131n\u0131n enflasyonist bask\u0131lar\u0131 g\u00fcndeme getirmesi halinde de dolar\u0131n y\u00fckselebilece\u011fi ifade ediliyor.<\/p>\n

\u00c7ar\u015famba g\u00fcn\u00fc di\u011fer \u00f6nemli para birimlerinde de beklenen volatilite y\u00fckseldi. Sterlin ve euroda bir haftal\u0131k beklenen volatilite Mart 2023\u2019teki bankac\u0131l\u0131k krizinden beri en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.<\/p>\n

Bannockburn Global Forex Stratejisti Marc Chandler dolar a\u00e7\u0131s\u0131ndan piyasa hareketlerinin ABD se\u00e7im belirsizli\u011finin g\u00f6stergesi oldu\u011funu belirterek \u201cdolar birka\u00e7 ayd\u0131r g\u00f6r\u00fclmeyen seviyelere ula\u015ft\u0131 ve bu da genel anlamda d\u00f6viz oynakl\u0131\u011f\u0131n\u0131n artmas\u0131na yard\u0131mc\u0131 olabilir\u201d diye konu\u015ftu.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/dolarin-hedge-maliyeti-2022den-beri-en-yuksek-seviyede-3733356<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Piyasalar ABD\u2019de gelecek hafta ger\u00e7ekle\u015fecek se\u00e7imlerin ard\u0131ndan b\u00fcy\u00fck piyasa risklerine haz\u0131rlan\u0131rken dalgalanmalara kar\u015f\u0131 dolar\u0131 hedge etmenin maliyeti yakla\u015f\u0131k 2 y\u0131l\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":16040,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[277],"manset":[],"class_list":["post-16039","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-dolar"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/16039","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=16039"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/16039\/revisions"}],"predecessor-version":[{"id":16041,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/16039\/revisions\/16041"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/16040"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=16039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=16039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=16039"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=16039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}