Credit Agricole, son tahvil sat\u0131\u015f\u0131n\u0131n ard\u0131ndan ABD tahvil faizlerinin \u00f6n\u00fcm\u00fczdeki aylarda da y\u00fcksek kalmas\u0131n\u0131 bekliyor. Banka, enflasyon kayg\u0131lar\u0131, b\u00fcy\u00fck b\u00fct\u00e7e a\u00e7\u0131klar\u0131, g\u00fc\u00e7l\u00fc \u015firket tahvil ihrac\u0131 ve \u015fahin Fed beklentilerinin bu g\u00f6r\u00fcn\u00fcm\u00fc destekledi\u011fini belirtiyor.<\/p>\n
Kuruma g\u00f6re 2 y\u0131ll\u0131k Hazine tahvil getirisi daha fazla faiz art\u0131\u015f\u0131yla y\u00fczde 4,9\u2019a yakla\u015fabilir. 10 y\u0131ll\u0131k getiri ise y\u0131l sonunda y\u00fczde 5,00 civar\u0131nda g\u00f6r\u00fclebilir ve 2027 ba\u015f\u0131na kadar y\u00fcksek kalabilir; e\u011fri ise Fed s\u0131k\u0131la\u015ft\u0131rmay\u0131 s\u00fcrd\u00fcr\u00fcrken 2027\u2019nin ilk \u00e7eyre\u011finde yatayla\u015fabilir.<\/p>\n
Credit Agricole ayr\u0131ca, 2027\u2019nin ilerleyen b\u00f6l\u00fcm\u00fcnde enflasyonun iyile\u015fmesi halinde faiz indirimleriyle birlikte daha dik bir getiri e\u011frisi olu\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcyor. Uzun vadede swap spreadlerinin, tahvil geri al\u0131mlar\u0131 ve daha d\u00fc\u015f\u00fck ihra\u00e7 sayesinde geni\u015flemesi bekleniyor.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Swap spread, devlet tahvili getirisi ile benzer vadeli swap faizleri aras\u0131ndaki farkt\u0131r. Bu fark\u0131n geni\u015flemesi ya da daralmas\u0131, piyasan\u0131n uzun vadeli faiz beklentileri ve tahvillere talebi hakk\u0131nda fikir verebilir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Tahvil getirilerinin y\u00fcksek kalaca\u011f\u0131 beklentisi, dolar ve k\u0131sa vadeli faiz beklentilerini destekleyebilir. Uzun vadeli tahvil faizleri y\u00fcksek seyrederse hisse senetleri ve faiz hassasiyeti y\u00fcksek varl\u0131klar \u00fczerinde bask\u0131 olu\u015fabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Credit Agricole, son tahvil sat\u0131\u015f\u0131n\u0131n ard\u0131ndan ABD tahvil faizlerinin \u00f6n\u00fcm\u00fczdeki aylarda da y\u00fcksek kalmas\u0131n\u0131 bekliyor. Banka, enflasyon kayg\u0131lar\u0131, b\u00fcy\u00fck b\u00fct\u00e7e<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[1155,1823,26],"class_list":["post-20101","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-abd-tahvil-getirileri","tag-credit-agricole","tag-fed"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/20101","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20101"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/20101\/revisions"}],"predecessor-version":[{"id":20111,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/20101\/revisions\/20111"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20101"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20101"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}