{"id":3833,"date":"2021-08-17T05:17:51","date_gmt":"2021-08-17T05:17:51","guid":{"rendered":"https:\/\/www.bloomberght.com\/citi-den-yatirimcilara-oynaklik-uyarisi-2285903"},"modified":"2021-08-17T05:26:19","modified_gmt":"2021-08-17T05:26:19","slug":"citiden-yatirimcilara-oynaklik-uyarisi","status":"publish","type":"post","link":"https:\/\/istanbulchannel.net\/index.php\/2021\/08\/17\/citiden-yatirimcilara-oynaklik-uyarisi\/","title":{"rendered":"Citi’den yat\u0131r\u0131mc\u0131lara oynakl\u0131k uyar\u0131s\u0131"},"content":{"rendered":"
<\/div>\n

Yat\u0131r\u0131mc\u0131lar Fed yetkililerinden gelen varl\u0131k al\u0131mlar\u0131n\u0131n azalt\u0131lmas\u0131na y\u00f6nelik mesajlar\u0131n\u0131 izlerken Citi\u2019den uyar\u0131 geldi.<\/p>\n

Citigroup ABD Hisse Ba\u015fstratejisti Tobias Levkovich yat\u0131r\u0131mc\u0131lara daha fazla volatiliteye haz\u0131rl\u0131kl\u0131 olmalar\u0131 uyar\u0131s\u0131n\u0131 yapt\u0131.<\/p>\n

Levkovich\u2019e g\u00f6re tahvil piyasas\u0131 Fed varl\u0131k al\u0131m azalt\u0131m\u0131, y\u00fcksek vergi ihtimali, marj bask\u0131lar\u0131 ve kal\u0131c\u0131 enflasyona tepki vermek zorunda. Bu d\u00f6rt fakt\u00f6r\u00fcn eyl\u00fcl ay\u0131 civar\u0131nda bir araya gelip sert bir volatilite yarataca\u011f\u0131n\u0131 \u00f6ng\u00f6ren Levkovich, y\u0131l sonu i\u00e7in S&P 500 endeksinde 4 bin puan tahminini yapt\u0131. Bu rakam Pazartesi kapan\u0131\u015f\u0131na g\u00f6re y\u00fczde 10,7 d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor.<\/p>\n

Levkovich Afganistan\u2019daki karma\u015fan\u0131n piyasalara etkisinin s\u0131n\u0131rl\u0131 olaca\u011f\u0131n\u0131 da \u00f6ng\u00f6rd\u00fc.<\/p>\n

Fed yetkililerinin a\u00e7\u0131klamalar\u0131 devam ediyor<\/h3>\n

Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n varl\u0131k al\u0131mlar\u0131n\u0131n azalt\u0131lmas\u0131 tart\u0131\u015fmalar\u0131n\u0131n resmen ba\u015flad\u0131\u011f\u0131n\u0131 ilan etmesinin ard\u0131ndan Fed yetkilileri farkl\u0131 platformlarda g\u00f6r\u00fc\u015flerini a\u00e7\u0131klamaya devam ettiler.<\/p>\n

G\u00fcvercin kanatta yer alan Fed yetkilileri ekonomide toparlanman\u0131n g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret eden birka\u00e7 veri daha g\u00f6rmek gerekti\u011fine dikkat \u00e7ekerken, \u015fahin kanatta yer alanlar istihdam piyasas\u0131n\u0131n \u0131s\u0131nd\u0131\u011f\u0131na ve sonhabar itibariyle varl\u0131k al\u0131mlar\u0131n\u0131n g\u00f6zden ge\u00e7irilmesine vurgu yapm\u0131\u015flard\u0131.<\/p>\n

Son konu\u015fan yetkililerden biri olan Boston Fed Ba\u015fkan\u0131 Eric Rosengren, ABD’de istihdam\u0131n bir ay daha g\u00fc\u00e7l\u00fc art\u0131\u015f kaydetmesi halinde Fed’in ayl\u0131k tahvil al\u0131mlar\u0131n\u0131 azaltmaya ba\u015flamas\u0131 i\u00e7in gereken ko\u015fullar\u0131n sa\u011flanm\u0131\u015f olabilece\u011fini ifade etti.<\/p>\n

Rosengren, CNBC televizyonunda yay\u0131mlanan s\u00f6yle\u015fisinde, “\u00dcst \u00fcste son iki ayda 900 binden fazla istihdam yaratmay\u0131 ba\u015fard\u0131k ve i\u015fsizlik yar\u0131m puan d\u00fc\u015ferek y\u00fczde 5,4 seviyesine geriledi. E\u011fer bu ay da istihdam seviyeleri g\u00fc\u00e7l\u00fc seviyede a\u00e7\u0131klan\u0131rsa Eyl\u00fcl ay\u0131nda tahvil al\u0131mlar\u0131n\u0131n azalt\u0131lmas\u0131na haz\u0131r oldu\u011fumuzun a\u00e7\u0131klanmas\u0131na destek veririm” dedi.<\/p>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel piyasalarda Fed’in te\u015fvikleri geri \u00e7ekmesine y\u00f6nelik zamanlama tart\u0131\u015fmalar\u0131 dikkatle takip edilirken Citi’den yat\u0131r\u0131mc\u0131lara daha y\u00fcksek oynakl\u0131k uyar\u0131s\u0131 geldi. …<\/p>\n","protected":false},"author":2,"featured_media":3834,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,10],"tags":[],"class_list":["post-3833","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts\/3833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/comments?post=3833"}],"version-history":[{"count":1,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts\/3833\/revisions"}],"predecessor-version":[{"id":3837,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts\/3833\/revisions\/3837"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/media\/3834"}],"wp:attachment":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/media?parent=3833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/categories?post=3833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/tags?post=3833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}