{"id":27708,"date":"2025-10-18T17:00:09","date_gmt":"2025-10-18T17:00:09","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=27708"},"modified":"2025-10-18T17:00:09","modified_gmt":"2025-10-18T17:00:09","slug":"bojdan-tahvil-piyasasina-mudahale-sinyali","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/18\/bojdan-tahvil-piyasasina-mudahale-sinyali\/","title":{"rendered":"BOJ&#8217;dan tahvil piyasas\u0131na m\u00fcdahale sinyali"},"content":{"rendered":"<p><p>Japonya Merkez Bankas\u0131 (BOJ) Ba\u015fkan\u0131 Kazuo Ueda, getirilerdeki art\u0131\u015f\u0131 bast\u0131rmak i\u00e7in tahvil piyasas\u0131na m\u00fcdahale etmeye haz\u0131r olduklar\u0131 sinyalini verdi.<\/p>\n<p>Ueda cuma g\u00fcn\u00fc Japon parlamentosuna hitab\u0131nda gelen bir soru \u00fczerine \u201cTahvil getirilerindeki hareketler belli bir dereceye kadar dalgalanabilir. Ancak, uzun vadeli getirilerin keskin bir \u015fekilde y\u00fckseldi\u011fi istisnai durumlarda getirilerin istikrarl\u0131 olu\u015fumunu te\u015fvik etmek i\u00e7in devlet tahvillerini h\u0131zl\u0131 bir \u015fekilde almaya ba\u015flayaca\u011f\u0131z\u201d dedi.<\/p>\n<p>\u00d6ncesinde Maliye Bakan\u0131 Katsunobu Kato gazetecilere yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u00fclkenin y\u00fcksek bor\u00e7\/GSY\u0130H oran\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda artan devlet tahvili getirilerinin Japonya\u2019n\u0131n zaten s\u0131k\u0131 olan mali durumunu zorlayabilece\u011fini s\u00f6ylemi\u015fti. Uluslararas\u0131 Para Fonu taraf\u0131ndan bu ay\u0131n ba\u015flar\u0131nda yay\u0131nlanan bir rapora g\u00f6re, Japonya\u2019n\u0131n kamu borcu bu y\u0131l gayri safi yurti\u00e7i has\u0131lan\u0131n y\u00fczde 232,7\u2019sine ula\u015facak. Ueda\u2019n\u0131n yorumlar\u0131n\u0131n ard\u0131ndan tahvil getirileri d\u00fc\u015ft\u00fc ve yen zay\u0131flad\u0131.<\/p>\n<p>Singapur\u2019daki Oversea-Chinese Banking Corp. stratejisti Christopher Wong, \u201cPiyasalar Japon devlet tahvili getirilerindeki son y\u00fckseli\u015fle ilgili olarak Ueda\u2019dan ipu\u00e7lar\u0131 bekliyordu. Yorumlar\u0131 BOJ\u2019un piyasalar\u0131 yak\u0131ndan izledi\u011fini ve tahvil alan\u0131nda herhangi bir \u2018a\u015f\u0131r\u0131 oynakl\u0131k\u2019 olmas\u0131 halinde politika yap\u0131c\u0131lar\u0131n devreye girebilece\u011fini hat\u0131rlatt\u0131\u201d dedi.<\/p>\n<p>\u00d6te yandan Japonya\u2019da taze g\u0131da hari\u00e7 t\u00fcketici fiyatlar\u0131 ocak ay\u0131nda bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 3,2 artarak Haziran 2023\u2019ten bu yana en b\u00fcy\u00fck art\u0131\u015f\u0131 kaydetti. Swap piyasalar\u0131 da BOJ\u2019un g\u00f6sterge faizini temmuz sonuna kadar 25 baz puan daha art\u0131rma olas\u0131l\u0131\u011f\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 84 olarak fiyatl\u0131yor. Hedge fonlar\u0131 bu geli\u015fmelerin de etkisiyle Japon para biriminin \u00f6n\u00fcm\u00fczdeki aylarda ana rakiplerinden daha iyi performans g\u00f6stermesini bekledikleri i\u00e7in dolar, euro ve \u0130svi\u00e7re frang\u0131 da dahil olmak \u00fczere bir dizi para birimine kar\u015f\u0131 yen al\u0131m opsiyonlar\u0131 almaya devam ediyor.<\/p>\n\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\/bojdan-tahvil-piyasasina-mudahale-sinyali-3742204<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Japonya Merkez Bankas\u0131 (BOJ) Ba\u015fkan\u0131\u00a0Kazuo Ueda, tahvil piyasas\u0131na m\u00fcdahale etmeye haz\u0131r olduklar\u0131 sinyalini verdi.<\/p>\n","protected":false},"author":1,"featured_media":27709,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[791,682],"manset":[],"class_list":["post-27708","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-japon","tag-tahvil"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/27708","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=27708"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/27708\/revisions"}],"predecessor-version":[{"id":27710,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/27708\/revisions\/27710"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/27709"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=27708"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=27708"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=27708"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=27708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}