{"id":17947,"date":"2025-05-17T16:48:07","date_gmt":"2025-05-17T16:48:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=17947"},"modified":"2025-05-17T16:48:07","modified_gmt":"2025-05-17T16:48:07","slug":"abd-tahvillerinde-alim-icin-erken-mi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/05\/17\/abd-tahvillerinde-alim-icin-erken-mi\/","title":{"rendered":"ABD tahvillerinde al\u0131m i\u00e7in erken mi?"},"content":{"rendered":"

Bloomberg’in ABD tahvillerini izleyen endeksinin 17 Eyl\u00fcl’de Fed’in 2020’den bu yana ilk kez faiz indirmesinden bir g\u00fcn \u00f6nce y\u00fczde 4,6 ile tepe yapan 2024 y\u0131l\u0131 i\u00e7in y\u00fckseli\u015f oran\u0131 yakla\u015f\u0131k y\u00fczde 0,7’ye indi.<\/p>\n

Ba\u015fkanl\u0131k se\u00e7imi ve ABD’de ekonominin g\u00fcc\u00fcn\u00fc ortaya koyan baz\u0131 verilerin a\u00e7\u0131klanmas\u0131 \u00f6ncesinde yat\u0131r\u0131mc\u0131lar\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fc Fed’in faiz indirimlerinin tahvil getirilerini a\u015fa\u011f\u0131 \u00e7ekece\u011fi g\u00f6r\u00fc\u015f\u00fcndeydi. Ancak bunun yerine 10 y\u0131l vadeli ABD tahvillerinin getirisi 18 Eyl\u00fcl’den bu yana 1989’dan beri bir faiz indirim d\u00f6ng\u00fcs\u00fc ba\u015flang\u0131c\u0131n\u0131n ilk iki ay\u0131nda g\u00f6r\u00fclen en g\u00fc\u00e7l\u00fc y\u00fckseli\u015f hareketine imza att\u0131.<\/p>\n

\n

S\u00f6z konusu vadede getiri cuma g\u00fcn\u00fc a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc perakende sat\u0131\u015flar verisi ile may\u0131s ay\u0131ndan bu yana ilk kez y\u00fczde 4,5’e kadar y\u00fckseldi.<\/p>\n

Jay Barry liderli\u011findeki JPMorgan Chase & Co. stratejistleri ge\u00e7en hafta yay\u0131mlad\u0131klar\u0131 bir notta, son birka\u00e7 aydaki sat\u0131\u015flar\u0131n ard\u0131ndan 10 y\u0131ll\u0131k g\u00f6sterge tahvilin “ucuz g\u00f6r\u00fcnd\u00fc\u011f\u00fcn\u00fc” ancak de\u011ferlemenin hala bir al\u0131m f\u0131rsat\u0131 sunacak kadar cazip olmad\u0131\u011f\u0131n\u0131 yazd\u0131lar.<\/p>\n<\/div>\n

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RBC BlueBay Asset Management’\u0131n ba\u015fyat\u0131r\u0131m yetkilisi Mark Dowding’e g\u00f6re uzun vadeli tahvillerdeki d\u00fc\u015f\u00fc\u015fler hen\u00fcz sona ermi\u015f de\u011fil. 30 y\u0131ll\u0131k getirilerin en son Kas\u0131m 2023’te g\u00f6r\u00fclen bir seviye olan y\u00fczde 5’e do\u011fru y\u00fckselece\u011fini \u00f6ng\u00f6ren Dowding, “Mali taraf ve bor\u00e7 ihrac\u0131ndan kaynaklanan risk, yat\u0131r\u0131mc\u0131lar\u0131n daha fazla risk primi talep edece\u011fi anlam\u0131na geliyor” dedi.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/abd-tahvillerinde-alim-icin-erken-mi-3734790<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

ABD ba\u015fkanl\u0131k se\u00e7imini Donald Trump’\u0131n kazanmas\u0131n\u0131n ard\u0131ndan Fed’in aral\u0131k ay\u0131nda faiz indirmeyebilece\u011fi ihtimali ortaya \u00e7\u0131karken, \u00fclkenin tahvilleri 2024 y\u0131l\u0131 kazan\u00e7lar\u0131n\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc geri verdi.<\/p>\n","protected":false},"author":1,"featured_media":17948,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[682],"manset":[],"class_list":["post-17947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-tahvil"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/17947","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=17947"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/17947\/revisions"}],"predecessor-version":[{"id":17949,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/17947\/revisions\/17949"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/17948"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=17947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=17947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=17947"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=17947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}