Bank of America’n\u0131n G-10 d\u00f6viz stratejisi ba\u015fkan\u0131 Athanasios Vamvakidis yay\u0131nlad\u0131\u011f\u0131 ara\u015ft\u0131rma notunda, “Dolar her \u015feye ra\u011fmen tarifeleri sevmeyebilir. ABD\u2019nin d\u00fcnyan\u0131n geri kalan\u0131na kar\u015f\u0131 g\u00fcmr\u00fck tarifeleri ve tam misilleme senaryosunda dolar zay\u0131flayabilir” dedi.<\/p>\n
ABD’ye misilleme riski <\/strong><\/p>\n \u015eimdiye kadar, Trump\u2019\u0131n tarife ad\u0131mlar\u0131, k\u00fcresel ticaret ak\u0131\u015flar\u0131n\u0131 bozma ve ABD\u2019de enflasyonist riskleri art\u0131rma riski ta\u015f\u0131d\u0131\u011f\u0131ndan ve g\u00fcvenli liman cazibesi sayesinde dolar\u0131 y\u00fckseltti. Ancak Vamvakidis\u2019e g\u00f6re, Trump\u2019\u0131n t\u00fcm ABD ithalat\u0131na %10 veya %20 g\u00fcmr\u00fck vergisi koymas\u0131 halinde \u00fclkeler misilleme yapacak ve bu da ABD\u2019yi “daha savunmas\u0131z” hale getirecek. “Herkes daha k\u00f6t\u00fc durumda olacak ama ABD daha k\u00f6t\u00fc durumda olacak,” diyen stratejist, “Ticari koruma en \u00e7ok ABD\u2019de artaca\u011f\u0131ndan, d\u00fcnyan\u0131n geri kalan\u0131 birbirleriyle eskisi gibi ticaret yapmaya devam edecek, hatta ABD\u2019nin tarifelerine kar\u015f\u0131l\u0131k olarak birbirleriyle ticari korumay\u0131 azaltabileceklerdir” yorumunu yapt\u0131.<\/p>\n Dolara alternatif d\u00f6viz sepeti<\/strong><\/p>\n \u00d6te yandan Goldman Sachs Group, yat\u0131r\u0131mc\u0131lara, ABD ticaretindeki aksakl\u0131klara daha az maruz kalmalar\u0131n\u0131 gerek\u00e7e g\u00f6stererek, M\u0131s\u0131r poundu, Kenya \u015filini, Nijerya nairas\u0131 ve T\u00fcrk liras\u0131 da dahil olmak \u00fczere e\u015fit a\u011f\u0131rl\u0131kl\u0131 bir d\u00f6viz sepetinde uzun pozisyon almalar\u0131n\u0131 \u00f6neriyor.<\/p>\n Aralar\u0131nda Kamakshya Trivedi\u2019nin de bulundu\u011fu stratejistler, ABD\u2019nin ba\u015fl\u0131ca s\u0131n\u0131r pazarlardan yapt\u0131\u011f\u0131 ithalat\u0131n ekonomilerindeki pay\u0131n\u0131n, Meksika ve Kanada gibi pazarlara k\u0131yasla “yok denecek kadar az” oldu\u011funu belirtti. S\u00f6z konusu para birimlerinde volatilitenin \u00e7o\u011funun k\u00fcresel etkenlerden ziyade yerel fakt\u00f6rlere ba\u011fl\u0131 olma e\u011filiminde oldu\u011funu belirten Goldman stratejistleri, “Artan uluslararas\u0131 rezervler de dahil olmak \u00fczere temel unsurlar sa\u011fl\u0131kl\u0131 g\u00f6r\u00fcn\u00fcyor” de\u011ferlendirmesinde bulundu.<\/p>\n\n <\/p>\n Kaynak :\u00a0https:\/\/www.bloomberght.com\/bofaya-gore-tarifeler-dolari-zayiflatabilir-3741504<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Bank of America’ya g\u00f6re, Trump’\u0131n tarife politikalar\u0131, ba\u015flang\u0131\u00e7ta bir yukar\u0131 y\u00f6nl\u00fc bir etki yaratacak olmas\u0131na ra\u011fmen nihayetinde dolar \u00fczerinde d\u00fc\u015f\u00fcr\u00fcc\u00fc bir bask\u0131 olacak.<\/p>\n","protected":false},"author":1,"featured_media":26796,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[245],"manset":[],"class_list":["post-26795","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26795","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=26795"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26795\/revisions"}],"predecessor-version":[{"id":26797,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/26795\/revisions\/26797"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/26796"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=26795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=26795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=26795"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=26795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}