{"id":32597,"date":"2025-11-01T10:12:07","date_gmt":"2025-11-01T10:12:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=32597"},"modified":"2025-11-01T10:12:07","modified_gmt":"2025-11-01T10:12:07","slug":"abd-tahvillerinde-notre-gecis","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/11\/01\/abd-tahvillerinde-notre-gecis\/","title":{"rendered":"ABD tahvillerinde &#8220;n\u00f6tr&#8221;e ge\u00e7i\u015f"},"content":{"rendered":"<p><p>Traderlar, tarife politikalar\u0131 nedeniyle g\u00fcvenli liman olup olmad\u0131klar\u0131n\u0131 sorgulad\u0131klar\u0131 ve son d\u00f6nemde yo\u011fun \u015fekilde sat\u0131\u015f yapt\u0131klar\u0131 ABD devlet tahvillerinde \u201cn\u00f6tr\u201d pozisyona ge\u00e7meye ba\u015flad\u0131.<\/p>\n<p>Ge\u00e7en hafta ABD tahvil getirileri y\u00fckseli\u015fe ge\u00e7erken, oynakl\u0131k art\u0131\u015f\u0131 tahvillerdeki sat\u0131\u015f\u0131 tetikleyen geli\u015fmelerden birisi olmu\u015ftu. Traderlar 10 y\u0131ll\u0131k ABD tahvili vadeli kontratlar\u0131nda son 7 seansta &#8211; spot i\u015flem g\u00f6ren ABD 10 y\u0131ll\u0131k tahvilinde yakla\u015f\u0131k 22 milyar dolarl\u0131k bir rakama tekab\u00fcl eden miktarda &#8211; pozisyon azaltt\u0131lar.<\/p>\n<p>JPMorgan Chase &#038; Co.\u2019nun m\u00fc\u015fterileri aras\u0131nda yapt\u0131\u011f\u0131 bir anketin sonucu ayn\u0131 trendin fon y\u00f6neticileri aras\u0131nda da g\u00f6r\u00fcld\u00fc\u011f\u00fcne i\u015faret etti. Buna g\u00f6re fon y\u00f6neticileri ABD tahvillerindeki n\u00f6tr pozisyonlar\u0131nda 2023\u2019ten bu yana en b\u00fcy\u00fck art\u0131\u015f\u0131 ger\u00e7ekle\u015ftirdiler.<\/p>\n<p>Bank of America\u2019dan Meghan Swiber ve Katie Craig\u2019e g\u00f6re ge\u00e7en hafta ABD tahvillerindeki fon ak\u0131mlar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n uzun vadeli tahvillerden \u00e7\u0131karak, daha k\u0131sa vadeli tahvillere y\u00f6neldiklerini g\u00f6steriyor. Bu da getiri e\u011frisinin dikle\u015fmesi anlam\u0131na geliyor. Vadeli i\u015flemlerdeki genel pozisyon azal\u0131\u015f\u0131, yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcven kayb\u0131 ya\u015fad\u0131\u011f\u0131n\u0131 g\u00f6sterirken, sal\u0131 g\u00fcn\u00fc bankalar\u0131n bilan\u00e7olar\u0131nda daha fazla Hazine bonosu tutmalar\u0131na izin verecek kurallar\u0131n gev\u015fetilebilece\u011fi y\u00f6n\u00fcnde haberler geldi.<\/p>\n<div>\n<p>ABD Hazine Bakan Yard\u0131mc\u0131s\u0131 Michael Faulkender, yetkililerin banka d\u00fczenlemelerini gev\u015fetme y\u00f6n\u00fcnde bir hamleyi g\u00f6r\u00fc\u015ft\u00fcklerini s\u00f6yledi. Bu a\u00e7\u0131klamalar\u0131n ard\u0131ndan dolar swap spreadleri k\u0131sa s\u00fcreli\u011fine geni\u015fledi ve Hazine tahvillerinin getirisi swaplar\u0131ndan daha iyi performans g\u00f6sterdi. Bu, ge\u00e7en hafta ba\u015f\u0131nda ya\u015fananlar\u0131n tam tersi oldu. \u00d6te yandan Barclays stratejistleri 5 y\u0131ll\u0131k ABD tahvillerinde uzun pozisyon a\u00e7t\u0131.<\/p>\n<\/div>\n<\/p>\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\/abd-tahvillerinde-notre-gecis-3746455<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Traderlar, ABD devlet tahvillerinde &#8220;n\u00f6tr&#8221; pozisyona ge\u00e7meye ba\u015flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":32598,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3464,873,682],"manset":[],"class_list":["post-32597","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd-tahvil","tag-pozisyon","tag-tahvil"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/32597","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=32597"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/32597\/revisions"}],"predecessor-version":[{"id":32599,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/32597\/revisions\/32599"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/32598"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=32597"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=32597"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=32597"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=32597"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}