{"id":36440,"date":"2025-11-22T13:00:06","date_gmt":"2025-11-22T13:00:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=36440"},"modified":"2025-11-22T13:00:06","modified_gmt":"2025-11-22T13:00:06","slug":"goldmana-gore-en-buyuk-risk","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/11\/22\/goldmana-gore-en-buyuk-risk\/","title":{"rendered":"Goldman&#8217;a g\u00f6re en b\u00fcy\u00fck risk"},"content":{"rendered":"<p><p>Goldman Sachs Group y\u00f6neticisi John Waldron\u2019a g\u00f6re, tahvil yat\u0131r\u0131mc\u0131lar\u0131 ABD h\u00fck\u00fcmetinin artan bor\u00e7 seviyelerinden giderek daha fazla korkmaya ba\u015fl\u0131yor ve bu durum art\u0131k g\u00fcmr\u00fck vergilerinden daha fazla risk ta\u015f\u0131yor.<\/p>\n<p>Waldron per\u015fembe g\u00fcn\u00fc Bernstein konferans\u0131nda yapt\u0131\u011f\u0131 konu\u015fmada \u201cT\u00fcm dikkatler g\u00fcmr\u00fck vergilerine \u00e7evrilmi\u015fken, tahvil piyasas\u0131nda g\u00f6zler ABD b\u00fct\u00e7e tart\u0131\u015fmalar\u0131na kay\u0131yor. Bu durumu biraz endi\u015fe verici olarak nitelendirebilirim. \u015eu anda makroekonomik a\u00e7\u0131dan en b\u00fcy\u00fck riskin g\u00fcmr\u00fck vergileri olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum\u201d ifadelerini kulland\u0131.<\/p>\n<p>Waldron, ABD Hazine bor\u00e7lanma art\u0131\u015f\u0131n\u0131n \u00f6zellikle uzun vadeli tahvil faizlerini y\u00fckseltti\u011fini savundu. Bu durum, ABD h\u00fck\u00fcmeti i\u00e7in bor\u00e7lanman\u0131n maliyetini art\u0131r\u0131yor ve ekonomide b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131n b\u00fcy\u00fcme ve bor\u00e7lanma maliyetlerinin y\u00fckselme riskini art\u0131r\u0131yor.<\/p>\n<p>\u00d6te yandan ABD tahvil ihalelerine gelen g\u00fc\u00e7l\u00fc talep tahvil piyasalar\u0131nda olumlu kar\u015f\u0131land\u0131. 44 milyar dolarl\u0131k yedi y\u0131l vadeli tahvil ihalesinde getiri %4,194 ile piyasa faizlerinin alt\u0131nda kald\u0131.<\/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\/goldmana-gore-en-buyuk-risk-3749533<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Goldman Sachs Group y\u00f6neticisi\u00a0John Waldron&#8217;a g\u00f6re, tahvil yat\u0131r\u0131mc\u0131lar\u0131 g\u00fcmr\u00fck vergilerinden daha ziyade ABD h\u00fck\u00fcmetinin artan bor\u00e7 seviyelerinden giderek daha fazla korkmaya ba\u015fl\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":36441,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[245,682],"manset":[],"class_list":["post-36440","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-tahvil"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/36440","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=36440"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/36440\/revisions"}],"predecessor-version":[{"id":36442,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/36440\/revisions\/36442"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/36441"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=36440"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=36440"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=36440"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=36440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}