{"id":926,"date":"2023-09-28T09:57:05","date_gmt":"2023-09-28T06:57:05","guid":{"rendered":"https:\/\/habermarmaratv.com\/index.php\/2023\/09\/28\/goldmandan-tl-icin-carry-trade-analizi\/"},"modified":"2023-09-28T09:57:05","modified_gmt":"2023-09-28T06:57:05","slug":"goldmandan-tl-icin-carry-trade-analizi","status":"publish","type":"post","link":"https:\/\/habermarmaratv.com\/index.php\/2023\/09\/28\/goldmandan-tl-icin-carry-trade-analizi\/","title":{"rendered":"Goldman&#8217;dan TL i\u00e7in &#8216;carry trade&#8217; analizi"},"content":{"rendered":"<p> [ad_1]<br \/>\n<\/p>\n<div id=\"\">\n<p>Goldman Sachs, reel faizlerin y\u0131l sonu itibar\u0131yla pozitif b\u00f6lgeye ge\u00e7ebilece\u011fini, TL carry trade i\u015flemlerinin de uzun y\u0131llar sonra yeniden m\u00fcmk\u00fcn olabilece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n<p>Goldman Sachs, 27 Eyl\u00fcl tarihli &#8220;T\u00fcrkiye yeniden oyuna dahil oluyor&#8221; ba\u015fl\u0131kl\u0131 raporda risklerin devam etmesine ra\u011fmen \u00fclkede &#8220;\u00f6nceki y\u0131llar\u0131n aksine pozitif reel faiz stratejisine y\u00f6nelik s\u00f6ylem ve destek&#8221; oldu\u011funa dikkat \u00e7ekildi.<\/p>\n<p>Ekonomi y\u00f6netiminin yeniden pozitif reel faiz vermeye y\u00f6nelik kararl\u0131l\u0131k g\u00f6sterdi\u011fine dikkat \u00e7ekilen raporda bu s\u00fcrecin &#8220;Vadeli (forward) fiyatlamalarda beklenen TL de\u011fer kayb\u0131n\u0131n \u00fczerinde getiri sa\u011flaman\u0131n m\u00fcmk\u00fcn olabilece\u011fini ve dolay\u0131s\u0131yla TL&#8217;de carry trade&#8217;in yeniden m\u00fcmk\u00fcn&#8221; olabilece\u011fini g\u00f6sterdi\u011fi belirtildi.<\/p>\n<p>Raporda, &#8220;Y\u00fczde 40 ya da \u00fczerinde bir politika faizi y\u0131l sonu itibar\u0131yla beklenen enflasyona g\u00f6re pozitif reel faiz verilmeye ba\u015flanaca\u011f\u0131 anlam\u0131na geliyor&#8221; denildi.<\/p>\n<p>T\u00fcrkiye carry trade de dahil olmak \u00fczere yabanc\u0131 yat\u0131r\u0131mc\u0131lardan son y\u0131llarda neredeyse hi\u00e7 ilgi g\u00f6rm\u00fcyordu. May\u0131s ay\u0131ndaki genel se\u00e7imler ard\u0131ndan ise bu durum yava\u015f da olsa de\u011fi\u015fmeye ba\u015flad\u0131.<\/p>\n<p>Raporda vadeli i\u015flem kontratlar\u0131n\u0131n &#8216;nin \u00fc\u00e7 ay sonra 30, alt\u0131 ay sonra 33 seviyesinde i\u015flem g\u00f6rece\u011fini fiyatlad\u0131\u011f\u0131na dikkat \u00e7ekildi. Goldman Sachs \u00fc\u00e7 ay sonra dolar\/TL&#8217;nin 28 ve alt\u0131 ay sonra 29 seviyelerinde olaca\u011f\u0131 tahmininde bulundu.<\/p>\n<\/p><\/div>\n<p><script>\n                head.ready(\"layout\", function() {\n                    !function(f,b,e,v,n,t,s){if(f.fbq)return;n=f.fbq=function(){n.callMethod?\n                    n.callMethod.apply(n,arguments):n.queue.push(arguments)};if(!f._fbq)f._fbq=n;\n                    n.push=n;n.loaded=!0;n.version='2.0';n.queue=[];t=b.createElement(e);t.async=!0;\n                    t.src=v;s=b.getElementsByTagName(e)[0];s.parentNode.insertBefore(t,s)}(window,\n                    document,'script','https:\/\/connect.facebook.net\/en_US\/fbevents.js');\n                    fbq('init', '608768085986211');\n                    fbq('track', 'PageView');\n                });\n                <\/script><br \/>\n<br \/>[ad_2]<br \/>\n<br \/><a href=\"https:\/\/www.bloomberght.com\/goldman-dan-tl-icin-carry-trade-analizi-2339177\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>[ad_1] Goldman Sachs, reel faizlerin y\u0131l sonu itibar\u0131yla pozitif b\u00f6lgeye ge\u00e7ebilece\u011fini, TL carry trade i\u015flemlerinin de uzun y\u0131llar sonra yeniden m\u00fcmk\u00fcn olabilece\u011fini \u00f6ng\u00f6rd\u00fc. Goldman Sachs, 27 Eyl\u00fcl tarihli &#8220;T\u00fcrkiye yeniden oyuna dahil oluyor&#8221; ba\u015fl\u0131kl\u0131 raporda risklerin devam etmesine ra\u011fmen \u00fclkede &#8220;\u00f6nceki y\u0131llar\u0131n aksine pozitif reel faiz stratejisine y\u00f6nelik s\u00f6ylem ve destek&#8221; oldu\u011funa dikkat \u00e7ekildi. Ekonomi [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":927,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-926","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/posts\/926","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/comments?post=926"}],"version-history":[{"count":0,"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/posts\/926\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/media\/927"}],"wp:attachment":[{"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/media?parent=926"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/categories?post=926"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/habermarmaratv.com\/index.php\/wp-json\/wp\/v2\/tags?post=926"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}