{"id":37489,"date":"2025-11-25T20:24:05","date_gmt":"2025-11-25T20:24:05","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=37489"},"modified":"2025-11-25T20:24:05","modified_gmt":"2025-11-25T20:24:05","slug":"tahvillerde-hesaplasma-gunu-yaklasiyor","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/11\/25\/tahvillerde-hesaplasma-gunu-yaklasiyor\/","title":{"rendered":"Tahvillerde &#8220;hesapla\u015fma g\u00fcn\u00fc&#8221; yakla\u015f\u0131yor"},"content":{"rendered":"<p><p>DoubleLine Capital kurucu orta\u011f\u0131 ve CEO\u2019su Jeffrey Gundlach\u2019a g\u00f6re, ABD\u2019nin bor\u00e7 y\u00fck\u00fc ve faiz giderleri \u201cs\u00fcrd\u00fcr\u00fclemez\u201d hale geldi ve bu durum yat\u0131r\u0131mc\u0131lar\u0131n dolar bazl\u0131 varl\u0131klardan \u00e7\u0131kmas\u0131na neden olabilir.<\/p>\n<p>Deneyimli tahvil y\u00f6neticisi \u00e7ar\u015famba g\u00fcn\u00fc Los Angeles\u2019ta d\u00fczenlenen Bloomberg Global Credit Forum\u2019da verdi\u011fi r\u00f6portajda, \u201cUzun vadeli Hazine tahvillerinin art\u0131k g\u00fcvenli liman varl\u0131\u011f\u0131 olarak g\u00f6r\u00fclmedi\u011finin fark\u0131nday\u0131z. Hesapla\u015fma g\u00fcn\u00fc yakla\u015f\u0131yor\u201d dedi. Alt\u0131n\u0131n cazibesi, piyasa de\u011ferlemeleri, kurumsal tahvillerin durumu, yapay zeka ve Hindistan\u2019daki uzun vadeli yat\u0131r\u0131m f\u0131rsatlar\u0131n\u0131n da ele al\u0131nd\u0131\u011f\u0131 geni\u015f kapsaml\u0131 bir tart\u0131\u015fmada Gundlach, yat\u0131r\u0131mc\u0131lar\u0131n dolar d\u0131\u015f\u0131 varl\u0131klar\u0131n\u0131 art\u0131rmay\u0131 d\u00fc\u015f\u00fcnmeleri gerekti\u011fini s\u00f6yledi ve \u015firketinin fonlar\u0131na yabanc\u0131 para birimleri eklemeye ba\u015flad\u0131\u011f\u0131n\u0131 da s\u00f6zlerine ekledi.<\/p>\n<p>Hazine tahvilleri konusunda Gundlach, ekonomi zay\u0131flamaya ba\u015flad\u0131k\u00e7a uzun vadeli tahvillerin getirilerinin y\u00fckselmeye devam edebilece\u011fini s\u00f6yledi. DoubleLine ve Pimco gibi dev \u015firketler bir s\u00fcredir uzun vadeli ABD tahvillerinden uzak dururken, k\u00fcresel piyasalarda g\u00f6zler ABD Hazinesi\u2019nin bug\u00fcn d\u00fczenleyece\u011fi 22 milyar dolarl\u0131k 30 y\u0131l vadeli tahvil ihalesinde olacak. 30 y\u0131ll\u0131k tahvil getirileri ge\u00e7en ay y\u00fczde 5,15 ile yakla\u015f\u0131k 20 y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131 ve \u00e7ar\u015famba g\u00fcn\u00fc y\u00fczde 4,91\u2019den i\u015flem g\u00f6rd\u00fc.<\/p>\n<div>\n<p>Bu arada Gundlach alt\u0131n konusunda daha iyimser hale geldi\u011fini belirtti ve \u201cParan\u0131n ABD\u2019ye girmedi\u011fi ve alt\u0131n\u0131n birdenbire kaliteli varl\u0131\u011fa ka\u00e7\u0131\u015f arac\u0131 haline geldi\u011fi muazzam bir paradigma de\u011fi\u015fikli\u011fi ya\u015f\u0131yoruz\u201d dedi. Gundlach ayr\u0131ca Hindistan\u2019\u0131 \u201cen g\u00fcvenilir\u201d uzun vadeli yat\u0131r\u0131m f\u0131rsatlar\u0131ndan biri olarak g\u00f6sterdi.<\/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\/tahvillerde-hesaplasma-gunu-yaklasiyor-3750256<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>DoubleLine Capital kurucu orta\u011f\u0131 ve CEO&#8217;su\u00a0Jeffrey Gundlach&#8217;a g\u00f6re yat\u0131r\u0131mc\u0131lar dolar bazl\u0131 varl\u0131klardan \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":37490,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1777,682,759],"manset":[],"class_list":["post-37489","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-gundlach","tag-tahvil","tag-uzun-vadeli"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/37489","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=37489"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/37489\/revisions"}],"predecessor-version":[{"id":37491,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/37489\/revisions\/37491"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/37490"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=37489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=37489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=37489"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=37489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}