{"id":7657,"date":"2024-07-31T06:00:05","date_gmt":"2024-07-31T06:00:05","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=7657"},"modified":"2024-07-31T06:00:05","modified_gmt":"2024-07-31T06:00:05","slug":"tahvil-oynakligi-trump-ile-artarken-harris-ile-dusecek","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/07\/31\/tahvil-oynakligi-trump-ile-artarken-harris-ile-dusecek\/","title":{"rendered":"Tahvil oynakl\u0131\u011f\u0131 Trump ile artarken, Harris ile d\u00fc\u015fecek"},"content":{"rendered":"<div>\n<p>Amrut Nashikkar ve Maria Chiara Russo taraf\u0131ndan sal\u0131 g\u00fcn\u00fc yay\u0131mlanan ara\u015ft\u0131rma raporu, faiz oran\u0131 oynakl\u0131\u011f\u0131n\u0131n tipik olarak, ba\u015fkanl\u0131\u011f\u0131 muhalefetin kazand\u0131\u011f\u0131 bir ABD se\u00e7iminden sonraki \u00fc\u00e7 ay i\u00e7inde artt\u0131\u011f\u0131n\u0131, iktidardaki partinin g\u00f6revde kalmas\u0131 durumunda ise faiz oran\u0131 oynakl\u0131\u011f\u0131n\u0131n d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n<p>Baz\u0131 anketler de ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 Kamala Harris\u2019in Ba\u015fkan Joe Biden\u2019\u0131n yerine Demokrat Parti\u2019nin aday\u0131 olmas\u0131n\u0131n ard\u0131ndan faiz oynakl\u0131\u011f\u0131n\u0131n azalaca\u011f\u0131 beklentisine i\u015faret ediyor. Son 30 y\u0131ldaki ima edilen ve ger\u00e7ekle\u015fen faiz oynakl\u0131\u011f\u0131ndaki kal\u0131plar\u0131 ve 1996\u2019dan bu yana yedi ba\u015fkanl\u0131k se\u00e7imini inceleyen stratejistler, Demokratlar\u0131n kazanmas\u0131n\u0131n farkl\u0131 bir f\u0131rsat sundu\u011funu, \u00e7\u00fcnk\u00fc oynakl\u0131ktaki d\u00fc\u015f\u00fc\u015f\u00fcn \u015fu anda piyasalar taraf\u0131ndan \u00e7ok fazla fiyatland\u0131r\u0131lmad\u0131\u011f\u0131n\u0131 belirttiler.<\/p>\n<\/div>\n<div>\n<p>Tahvil faizlerinin Demokratlar\u0131n zaferinde d\u00fc\u015fece\u011fini, Cumhuriyet\u00e7ilerin zaferinde y\u00fckselece\u011fini \u00f6ng\u00f6ren Nashikkar ve Russo, \u201cBu, muhtemelen daha y\u00fcksek oranlarla daha fazla oynakl\u0131k ve daha d\u00fc\u015f\u00fck oranlarla daha az oynakl\u0131k anlam\u0131na geliyor\u201d diye yazd\u0131.<\/p>\n<p>Barclays raporuna g\u00f6re, eski Ba\u015fkan Donald Trump y\u00f6netiminde daha y\u00fcksek g\u00fcmr\u00fck vergileri de dahil olmak \u00fczere yap\u0131lacak politika de\u011fi\u015fiklikleri, se\u00e7im sonras\u0131 aylarda 10 y\u0131ll\u0131k Hazine tahvilleri i\u00e7in ger\u00e7ekle\u015fen oynakl\u0131\u011f\u0131 30 baz puana kadar \u00e7\u0131karabilir. Harris\u2019in kazanmas\u0131 halinde ise volatilitenin yakla\u015f\u0131k 10 baz puan d\u00fc\u015fece\u011fi varsay\u0131l\u0131yor.<\/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\/tahvil-oynakligi-trump-ile-artarken-harris-ile-dusecek-2357471<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Barclays Plc\u2019deki faiz stratejistleri, piyasalarda bir s\u00fcredir kullan\u0131lan \u201cTrump Trade\u201de ek olarak \u015fimdi de \u201cHarris Trade\u201di g\u00fcndeme getirdiler.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":7658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[161,405,1265],"manset":[],"class_list":["post-7657","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-baskan","tag-faiz","tag-oynakligi"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/7657","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=7657"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/7657\/revisions"}],"predecessor-version":[{"id":7659,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/7657\/revisions\/7659"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/7658"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=7657"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=7657"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=7657"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=7657"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}