{"id":2435,"date":"2023-08-25T00:49:07","date_gmt":"2023-08-24T21:49:07","guid":{"rendered":"https:\/\/egemhabertv.com\/?p=2435"},"modified":"2023-08-25T00:49:07","modified_gmt":"2023-08-24T21:49:07","slug":"yatirimcidan-altina-sadakat-yemini-nasil-bir-ekonomi","status":"publish","type":"post","link":"https:\/\/egemhabertv.com\/?p=2435","title":{"rendered":"Yat\u0131r\u0131mc\u0131dan alt\u0131na sadakat yemini – Nas\u0131l Bir Ekonomi"},"content":{"rendered":"

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Evrim K\u00dc\u00c7\u00dcK<\/strong><\/p>\n

2023 zirvesinden y\u00fczde 5 d\u00fc\u015fm\u00fc\u015f olsa da yat\u0131r\u0131mc\u0131n\u0131n alt\u0131ndan vazge\u00e7meye niyeti yok. UBS, k\u0131sa vadeli olumsuz r\u00fczgarlar\u0131n alt\u0131n portf\u00f6ylerini a\u015f\u0131nd\u0131rmas\u0131n\u0131 beklemiyor. Fon y\u00f6neticileri ile yap\u0131lan anketler de 12 ay i\u00e7inde alt\u0131n\u0131n 2.000 dolar\u0131n \u00fczerine \u00e7\u0131kaca\u011f\u0131 beklentisini ortaya koyuyor.<\/span><\/p>\n

Y\u00fcksek ABD tahvil faizleri piyasalara y\u00f6n veren ana konu ba\u015fl\u0131\u011f\u0131. Faizlerdeki s\u0131n\u0131rl\u0131 geri \u00e7ekilme ile de\u011ferli metaller g\u00fc\u00e7 kazan\u0131yor. Ge\u00e7ti\u011fimiz g\u00fcnlerde ons ba\u015f\u0131na 1.895 dolarla 5 ay\u0131n en d\u00fc\u015f\u00fck seviyesine gerileyen alt\u0131n fiyatlar\u0131, Fed Ba\u015fkan\u0131 Jerome Powell\u2019\u0131n Jackson Hole\u2019da verece\u011fi mesajlar\u0131 1.920 dolar\u0131n \u00fczerine \u00e7\u0131karak bekledi. K\u0131sa vadede Powell\u2019\u0131n konu\u015fmas\u0131 alt\u0131n i\u00e7in halen risk te\u015fkil etse de yat\u0131r\u0131mc\u0131n\u0131n orta ve uzun vadede alt\u0131ndan vazge\u00e7meye niyeti yok.<\/p>\n

May\u0131s ay\u0131ndaki 2023 zirvesinden bu yana y\u00fczde 5 civar\u0131nda d\u00fc\u015f\u00fck seyreden ons alt\u0131n \u015fu an faiz<\/a> bask\u0131s\u0131 hissetmeye devam ediyor. CME Fed fon vadeli i\u015flemleri, para piyasalar\u0131n\u0131n Kas\u0131m ay\u0131na kadar bir ba\u015fka faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 kabaca e\u015fit fiyatlad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. De\u011fi\u015fen ortam hem nominal hem de reel ABD tahvil getirilerini y\u00fckselterek dolar\u0131n g\u00fc\u00e7lenmesine neden oldu ve alt\u0131n\u0131n k\u0131sa vadeli \u00e7ekicili\u011fini zay\u0131fl att\u0131. Ancak k\u0131sa vadeli olumsuz r\u00fczgarlar\u0131n alt\u0131n portf\u00f6ylerini a\u015f\u0131nd\u0131rmas\u0131 beklenmiyor.<\/p>\n

UBS: Dolar zay\u0131flayacak portf\u00f6ylere alt\u0131n ekleyin<\/h2>\n

Yat\u0131r\u0131m bankas\u0131 UBS\u2019e g\u00f6re y\u00fcksek alt\u0131n fiyatlar\u0131 beklentisi sadece ertelendi, iptal edilmedi. Bankan\u0131n analistleri, fiyatlardaki bir sonraki potansiyel y\u00fckseli\u015fin k\u0131smen, 2023’\u00fcn ilk yar\u0131s\u0131nda \u00e7\u0131k\u0131\u015flar\u0131n oldu\u011fu ETF’lere y\u00f6nelik talepte beklenen canlanmadan kaynaklanaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyor. ABD’deki gev\u015feme d\u00f6ng\u00fcs\u00fc \u00f6ncesinde, piyasa Fed\u2019in kararlar\u0131n\u0131 sindirdik\u00e7e y\u0131l sonuna kadar bu tablonun net hale gelece\u011fi tahmin ediliyor. UBS\u2019e g\u00f6re dolar<\/a> gelecek 6-12 ay i\u00e7inde zay\u0131fl ayacak ve bu durum alt\u0131n\u0131n lehine olacak.<\/p>\n

Bankan\u0131n analistleri yeni yay\u0131nlad\u0131klar\u0131 bir raporda \u015f\u00f6yle diyor:<\/p>\n

\u201cAlt\u0131n\u0131n g\u00fcvenli liman avantaj\u0131 s\u00fcr\u00fcyor. Alt\u0131n, \u00f6zellikle belirsiz k\u00fcresel b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc, istikrars\u0131z hisse senedi piyasas\u0131 dinamikleri ve istikrars\u0131z jeopolitik ko\u015fullar g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, uzun vadeli bir portf\u00f6y korumas\u0131 olarak bizim i\u00e7in hala \u00e7ekici g\u00f6r\u00fcn\u00fcyor. Analizimiz, dengeli bir USD bazl\u0131 portf\u00f6yde alt\u0131na orta tek haneli bir y\u00fczde tahsisinin, getirileri iyile\u015ftirece\u011fini g\u00f6steriyor.<\/p>\n

Merkez bankas\u0131 talebi de ortadan kalkmayacak. Jeopolitik geli\u015fmeler, merkez bankalar\u0131 i\u00e7in de bir endi\u015fe kayna\u011f\u0131. D\u00fcnya Alt\u0131n<\/a> Konseyi (WGC), merkez bankalar\u0131n\u0131n Haziran ay\u0131nda net toplam 55 ton alt\u0131n sat\u0131n ald\u0131\u011f\u0131n\u0131 ve \u00fc\u00e7 ayl\u0131k net sat\u0131\u015f\u0131n ard\u0131ndan al\u0131mlara devam etti\u011fini bildirdi. T\u00fcm y\u0131l i\u00e7in 700 tonluk al\u0131m tahminini koruyoruz. Bu, 1960’lar\u0131n ortas\u0131ndan bu yana en y\u00fcksek ikinci y\u0131ll\u0131k al\u0131m olacak. Hala yat\u0131r\u0131mc\u0131lara portf\u00f6ylerine alt\u0131n eklemelerini ve USD varl\u0131klar\u0131n\u0131 geni\u015f \u00e7apta \u00e7e\u015fitlendirmelerini tavsiye ediyoruz. \u201c<\/p>\n

Fon y\u00f6neticilerine g\u00f6re g\u00fcvenli liman olmaya devam edecek<\/h2>\n

Bloomberg News’e konu\u015fan fon y\u00f6neticileri de alt\u0131n\u0131n cazibesini koruyaca\u011f\u0131n\u0131 ve \u00f6n\u00fcm\u00fczdeki on iki ay i\u00e7inde de\u011ferli metale olan ilginin artmas\u0131n\u0131 bekliyor. Varl\u0131k y\u00f6neticilerinden hedge fonlara kadar yat\u0131r\u0131mc\u0131larla yap\u0131lan anket, 2024’e kadar fiyat beklentileri i\u00e7in m\u00fctevaz\u0131 bir iyimserlik ortaya koydu. Ankete kat\u0131lanlar\u0131n tamam\u0131 \u00f6n\u00fcm\u00fczdeki 12 ay i\u00e7inde alt\u0131na olan yat\u0131r\u0131mlar\u0131n\u0131 azaltmayacaklar\u0131n\u0131 s\u00f6ylerken, 5 kat\u0131l\u0131mc\u0131 yat\u0131r\u0131mlar\u0131n\u0131 art\u0131rmay\u0131 beklediklerini ifade etti. Kat\u0131l\u0131mc\u0131lar\u0131n \u00fc\u00e7te ikisinden fazlas\u0131 fiyatlar\u0131n y\u00fckselece\u011fini, be\u015fi ise t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine \u00e7\u0131kaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Anket 10 A\u011fustos ve 22 A\u011fustos tarihleri aras\u0131nda ger\u00e7ekle\u015ftirildi.<\/p>\n

\u201c2.000 dolar\u0131 a\u015facak\u2019 beklentisi korunuyor<\/strong><\/span><\/h2>\n

Ayr\u0131 bir anket alt\u0131n fiyatlar\u0131n\u0131n y\u00fckselece\u011fine ili\u015fkin beklentileri g\u00f6sterdi. Bloomberg’in internet \u00fczerinden 14-18 A\u011fustos tarihleri aras\u0131nda k\u00fcresel okuyucular aras\u0131nda ger\u00e7ekle\u015ftirdi\u011fi ankete gelen 602 yan\u0131t\u0131n ortalamas\u0131na g\u00f6re, alt\u0131n\u0131n ons ba\u015f\u0131na 12 ay sonra 2.021 dolardan i\u015flem g\u00f6rmesi bekleniyor. Longview Economics Ba\u015f Piyasa Stratejisti Chris Watling’e g\u00f6re de alt\u0131n a\u015f\u0131r\u0131 sat\u0131ld\u0131 ve hazine getirilerindeki gerileme beklentisi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda alt\u0131n bir kez daha al\u0131m yapmak i\u00e7in cazip bir ara\u00e7 haline geliyor.<\/p>\n

\"\"<\/p>\n<\/p><\/div>\n

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[ad_1] Evrim K\u00dc\u00c7\u00dcK 2023 zirvesinden y\u00fczde 5 d\u00fc\u015fm\u00fc\u015f olsa da yat\u0131r\u0131mc\u0131n\u0131n alt\u0131ndan vazge\u00e7meye niyeti yok.<\/p>\n","protected":false},"author":1,"featured_media":1966,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2435","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/2435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2435"}],"version-history":[{"count":0,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/2435\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/media\/1966"}],"wp:attachment":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}