UBS, ABD tahvillerinde sat\u0131\u015f bask\u0131s\u0131n\u0131n k\u0131sa vadede s\u00fcrebilece\u011fini ancak enflasyonun beklenenden daha h\u0131zl\u0131 so\u011fumas\u0131, Ormuz Bo\u011faz\u0131 \u00fczerinden enerji ak\u0131\u015f\u0131n\u0131n toparlanmas\u0131 ve politika ad\u0131mlar\u0131n\u0131n piyasay\u0131 desteklemesi halinde g\u00f6r\u00fcn\u00fcm\u00fcn dengelenebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n
Bankaya g\u00f6re piyasalar Fed\u2019in 2027 sonuna kadar yakla\u015f\u0131k d\u00f6rt \u00e7eyrek puanl\u0131k faiz art\u0131\u015f\u0131 yapmas\u0131n\u0131 fazlas\u0131yla agresif fiyatl\u0131yor. UBS, \u00e7ekirdek PCE enflasyonunun beklentinin alt\u0131nda geldi\u011fini, y\u0131ll\u0131k revizyonlar\u0131n daha \u0131l\u0131ml\u0131 bir tablo \u00e7izdi\u011fini ve \u00fc\u00e7 ayl\u0131k y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f \u00e7ekirdek oran\u0131n\u0131n yakla\u015f\u0131k %2\u2019ye indi\u011fini hat\u0131rlatt\u0131.<\/p>\n
Kurulu\u015f, uzun vadeli tahviller konusunda ise temkinli kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor; b\u00fct\u00e7e a\u00e7\u0131klar\u0131 ve yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 i\u00e7in gelen tahvil ihrac\u0131 uzun vadeli getiriler \u00fczerindeki bask\u0131y\u0131 art\u0131rabilir. 10 y\u0131ll\u0131k ABD tahvil faizi per\u015fembe g\u00fcn\u00fc k\u0131sa s\u00fcreli\u011fine 2002\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc, ard\u0131ndan geriledi.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> \u00c7ekirdek PCE, g\u0131da ve enerji gibi daha oynak kalemleri d\u0131\u015far\u0131da b\u0131rakan bir enflasyon \u00f6l\u00e7\u00fcs\u00fcd\u00fcr. Fed, fiyat bask\u0131lar\u0131n\u0131 de\u011ferlendirirken bu veriye yak\u0131ndan bakar. Ormuz Bo\u011faz\u0131 ise petrol ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 i\u00e7in kritik bir ge\u00e7ittir; buradaki aksama enerji fiyatlar\u0131n\u0131 etkileyebilir.<\/p>\n","protected":false},"excerpt":{"rendered":" UBS, ABD tahvillerinde sat\u0131\u015f bask\u0131s\u0131n\u0131n k\u0131sa vadede s\u00fcrebilece\u011fini ancak enflasyonun beklenenden daha h\u0131zl\u0131 so\u011fumas\u0131, Ormuz Bo\u011faz\u0131 \u00fczerinden enerji ak\u0131\u015f\u0131n\u0131n toparlanmas\u0131<\/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":[952,2477,4072],"class_list":["post-25812","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-abd-tahvilleri","tag-cekirdek-pce","tag-fed-faiz-beklentileri"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25812","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=25812"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25812\/revisions"}],"predecessor-version":[{"id":25874,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25812\/revisions\/25874"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=25812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=25812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=25812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}