Asya piyasalar\u0131ndaki yat\u0131r\u0131mc\u0131lar Japonya Merkez Bankas\u0131’n\u0131n (BOJ) Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 politika karar\u0131n\u0131 merakla bekliyor. Bu etkinli\u011fin \u00f6n\u00fcm\u00fczdeki y\u0131l BOJ ve di\u011fer b\u00fcy\u00fck merkez bankalar\u0131 aras\u0131ndaki potansiyel politika ayr\u0131\u015fmas\u0131na \u0131\u015f\u0131k tutmas\u0131 bekleniyor. ABD Merkez Bankas\u0131, Avrupa Merkez Bankas\u0131 ve \u0130ngiltere Merkez Bankas\u0131’n\u0131n 2023 y\u0131l\u0131nda faiz art\u0131r\u0131mlar\u0131ndan potansiyel indirimlere y\u00f6nelmesi beklenirken, BOJ uzun s\u00fcredir uygulad\u0131\u011f\u0131 negatif faizlerden ve ultra gev\u015fek para politikas\u0131ndan uzakla\u015fmaya yeni ba\u015fl\u0131yor.<\/p>\n

Sal\u0131 g\u00fcn\u00fc BOJ’dan bir faiz art\u0131\u015f\u0131 beklenmese de, piyasa kat\u0131l\u0131mc\u0131lar\u0131, \u00f6zellikle getiri e\u011frisi kontrol politikas\u0131nda yap\u0131lan ayarlamalar ve yen sat\u0131n almak i\u00e7in d\u00f6viz piyasas\u0131na yap\u0131lan m\u00fcdahaleler gibi son s\u00fcrprizlerden sonra, herhangi bir beklenmedik hareket i\u00e7in y\u00fcksek alarmda. Bu ad\u0131mlar BOJ’un Ocak ay\u0131 gibi yak\u0131n bir zamanda faiz art\u0131r\u0131m\u0131na gidebilece\u011fi spek\u00fclasyonlar\u0131na yol a\u00e7t\u0131.<\/p>\n

Pazartesi g\u00fcn\u00fc Japon yeni dolar kar\u015f\u0131s\u0131nda zay\u0131flarken Nikkei<\/span> 225 endeksi d\u00fc\u015ft\u00fc ve 10 y\u0131ll\u0131k Japon Devlet Tahvillerinin getirisi 4 baz puanl\u0131k bir d\u00fc\u015f\u00fc\u015fe i\u015faret etti. Bununla birlikte yen, bir \u00f6nceki ayki %2,5’lik art\u0131\u015f\u0131n ard\u0131ndan bu ay dolar kar\u015f\u0131s\u0131nda yakla\u015f\u0131k %4 de\u011fer kazanarak en g\u00fc\u00e7l\u00fc G10 para birimlerinden biri oldu. Bu de\u011ferlenme, BOJ’un %2’lik enflasyon hedefine ula\u015fma \u00e7abalar\u0131 ve ithalat fiyatlar\u0131yla ba\u015fa \u00e7\u0131kmaya \u00e7al\u0131\u015fan hane halklar\u0131 i\u00e7in faydal\u0131 g\u00f6r\u00fclse de Japonya’n\u0131n ihracata dayal\u0131 ekonomisini olumsuz etkileyebilir.<\/p>\n

Emtia Vadeli \u0130\u015flemler Ticaret Komisyonu verileri, Mart 2021’den bu yana yende net k\u0131sa pozisyonda olan hedge fonlar\u0131n BOJ’un olas\u0131 bir faiz art\u0131r\u0131m\u0131 beklentisiyle pozisyonlar\u0131n\u0131 tersine \u00e7evirmeye ba\u015flad\u0131\u011f\u0131n\u0131 ortaya koyuyor. Net k\u0131sa pozisyon 81.000 kontrat ile son d\u00f6rt ay\u0131n en d\u00fc\u015f\u00fck seviyesine gerilerken, yene kar\u015f\u0131 7 milyar dolarl\u0131k bir bahis anlam\u0131na geliyor.<\/p>\n

Di\u011fer geli\u015fmelerde, Avustralya Merkez Bankas\u0131 Sal\u0131 g\u00fcn\u00fc faiz oranlar\u0131n\u0131 12 y\u0131l\u0131n en y\u00fcksek seviyesi olan %4,35’te tuttu\u011fu son politika toplant\u0131s\u0131n\u0131n tutanaklar\u0131n\u0131 yay\u0131nlayacak. Asya borsalar\u0131 Pazartesi g\u00fcn\u00fc %0,5’lik d\u00fc\u015f\u00fc\u015fle son iki haftan\u0131n en \u00f6nemli d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131 ve bu d\u00fc\u015f\u00fc\u015f, Fed’in ABD’de faiz art\u0131r\u0131mlar\u0131na son verece\u011fi sinyalini vermesinin ard\u0131ndan ge\u00e7en hafta ya\u015fanan %3’l\u00fck y\u00fckseli\u015fin ard\u0131ndan ger\u00e7ekle\u015fti.<\/p>\n

Kurumsal haberlerde, Nippon Steel (5401.T) U.S. Steel’i (X.N) 14,9 milyar dolar nakit kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131n alma i\u015flemini tamamlad\u0131. Bu hamle, U.S. Steel’in Ba\u015fkan Joe Biden’\u0131n altyap\u0131 tasar\u0131s\u0131ndan kaynaklanan potansiyel b\u00fcy\u00fcmesine y\u00f6nelik stratejik bir bahis. Nippon Steel’in hisseleri, yak\u0131n zamanda zirveden %15’lik bir d\u00fc\u015f\u00fc\u015f ya\u015famas\u0131na ra\u011fmen ge\u00e7ti\u011fimiz y\u0131l yakla\u015f\u0131k %50 art\u0131\u015f g\u00f6sterdi.<\/p>\n

Sal\u0131 g\u00fcn\u00fc piyasan\u0131n y\u00f6n\u00fcn\u00fc etkileyebilecek \u00f6nemli geli\u015fmeler aras\u0131nda Japonya Merkez Bankas\u0131 politika karar\u0131 ve Avustralya Merkez Bankas\u0131 tutanaklar\u0131n\u0131n yan\u0131 s\u0131ra Yeni Zelanda’n\u0131n Kas\u0131m ay\u0131 ticaret verileri yer al\u0131yor.<\/p>\n

Reuters bu makaleye katk\u0131da bulunmu\u015ftur.<\/p>\n

Bu makale yapay zekan\u0131n deste\u011fiyle olu\u015fturulmu\u015f, \u00e7evrilmi\u015f ve bir edit\u00f6r taraf\u0131ndan incelenmi\u015ftir. Daha fazla bilgi i\u00e7in \u015eart ve Ko\u015fullar b\u00f6l\u00fcm\u00fcm\u00fcze bak\u0131n.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Asya piyasalar\u0131 BOJ politika karar\u0131na haz\u0131rlan\u0131yor<\/p>\n","protected":false},"author":1,"featured_media":51770,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[63],"tags":[1063,126,246,264,823],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts\/51769"}],"collection":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/comments?post=51769"}],"version-history":[{"count":1,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts\/51769\/revisions"}],"predecessor-version":[{"id":51771,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/posts\/51769\/revisions\/51771"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/media\/51770"}],"wp:attachment":[{"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/media?parent=51769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/categories?post=51769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nonamefx.com\/wp-json\/wp\/v2\/tags?post=51769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}