Tahvil faizleri, Avrupal\u0131 liderlerin Ukrayna’ya yard\u0131m ve k\u0131tadaki g\u00fcvenlik \u00f6nlemlerini iyile\u015ftirme konular\u0131n\u0131 konu\u015fmas\u0131n\u0131n ard\u0131ndan y\u00fckseldi.<\/p>\n
Almanya’da 30 y\u0131ll\u0131k tahvil faizi 10 baz puan art\u0131\u015fla y\u00fczde 2,81 olarak 4 ay\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. \u0130ngiltere ve Fransa’da da tahvil getirileri y\u00fckseldi. Savunma hisseleri Avrupa borsalar\u0131nda y\u00fckseli\u015fi tetiklerken ortak para birimi euro da y\u00fckseldi.<\/p>\n
Almanya’da koalisyon kurmas\u0131 beklenen 2 parti, k\u0131tan\u0131n g\u00fcvenli\u011fini art\u0131rmak i\u00e7in b\u00fcy\u00fck harcamalar yapmay\u0131 hedeflerken savunma ve altyap\u0131ya b\u00fcy\u00fck \u00f6l\u00e7ekli yat\u0131r\u0131mlar i\u00e7in se\u00e7enekleri ara\u015ft\u0131r\u0131yor. Reuters’\u0131n haberine g\u00f6re yetkililer, savunma ve altyap\u0131 i\u00e7in potansiyel olarak y\u00fcz milyarlarca euro de\u011ferinde iki fon kurmay\u0131 d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n
Alman bor\u00e7lanma ara\u00e7lar\u0131n\u0131n ihrac\u0131ndaki de\u011fi\u015fikliklere duyarl\u0131 olan tahvil swap spreadi, verinin tutulmaya ba\u015flad\u0131\u011f\u0131 2007’den beri rekor d\u00fc\u015f\u00fck seviyeye geriledi. Bu durum, yat\u0131r\u0131mc\u0131lar aras\u0131ndaki endi\u015feyi yans\u0131t\u0131yor.<\/p>\n
Bloomberg stratejistleri “Enflasyonun hala yava\u015f yava\u015f azalmas\u0131 ve Avrupa liderlerinin y\u0131llard\u0131r g\u00f6r\u00fclmemi\u015f \u00f6l\u00e7ekte savunma harcamalar\u0131 yapmay\u0131 de\u011ferlendirmesiyle, Alman getiri e\u011frisinde dikle\u015fme devam edebilir\u201d yorumunu yapt\u0131.<\/p>\n
Euro dolara kar\u015f\u0131 y\u00fczde 0,7 y\u00fckseli\u015fle 1,0444’ten i\u015flem g\u00f6r\u00fcyor. Almanya’da g\u00f6sterge endeks savunma hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fczde 1,2 y\u00fckseli\u015fte.<\/p>\n
Vanguard Asset Management’tan Ales Koutny, “Daha y\u00fcksek Alman\/Avrupa savunma harcamalar\u0131 t\u00fcm Avrupa i\u00e7in d\u00f6n\u00fc\u015ft\u00fcr\u00fcc\u00fc olma potansiyeline sahip. Bu, Avrupa genelinde biraz daha y\u00fcksek getirilere yol a\u00e7abilir, euro i\u00e7in ise \u00f6nemli bir g\u00fc\u00e7 ve istikrar sa\u011flayabilir” yorumunu yapt\u0131.<\/p>\n
Avrupa piyasalar\u0131nda ya\u015fanan hareketler k\u00fcresel risk i\u015ftah\u0131n\u0131 da art\u0131rd\u0131. ABD tahvil getirileri de y\u00fckseldi, 10 y\u0131ll\u0131k ABD tahvil getirisi 4 baz puan art\u0131\u015fla y\u00fczde 4,24 oldu.<\/p>\n\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/tahvil-piyasasinda-savunma-baskisi-3742993<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Avrupal\u0131 liderlerin Ukrayna’ya destek ve k\u0131ta i\u00e7in g\u00fcvenlik \u00f6nlemlerinin iyile\u015ftirilmesi konular\u0131n\u0131 g\u00f6r\u00fc\u015fmelerinin ard\u0131ndan tahvil faizleri y\u00fckseldi.<\/p>\n","protected":false},"author":1,"featured_media":28802,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[453,458,443,2130,682],"manset":[],"class_list":["post-28801","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-alman","tag-avrupa","tag-getiri","tag-savunma","tag-tahvil"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/28801","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=28801"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/28801\/revisions"}],"predecessor-version":[{"id":28803,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/28801\/revisions\/28803"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/28802"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=28801"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=28801"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=28801"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=28801"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}