{"id":136106,"date":"2026-08-21T09:01:12","date_gmt":"2026-08-21T06:01:12","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/21\/japon-yatirimcilarin-yabanci-varliklara-ilgisi-yen-uzerindeki-baskiyi-artiriyor"},"modified":"2026-08-21T09:01:12","modified_gmt":"2026-08-21T06:01:12","slug":"japon-yatirimcilarin-yabanci-varliklara-ilgisi-yen-uzerindeki-baskiyi-artiriyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/21\/japon-yatirimcilarin-yabanci-varliklara-ilgisi-yen-uzerindeki-baskiyi-artiriyor\/","title":{"rendered":"Japon yat\u0131r\u0131mc\u0131lar\u0131n yabanc\u0131 varl\u0131klara ilgisi yen \u00fczerindeki bask\u0131y\u0131 art\u0131r\u0131yor"},"content":{"rendered":"

Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan Yurt D\u0131\u015f\u0131 Piyasalar G\u00fcnl\u00fck B\u00fclteni’nde, Japonya’n\u0131n ger\u00e7ekle\u015ftirdi\u011fi tarihi d\u00f6viz m\u00fcdahalesinin ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n yenin de\u011fer kazan\u0131m\u0131n\u0131 carry trade pozisyonlar\u0131n\u0131 yenilemek i\u00e7in f\u0131rsat olarak de\u011ferlendirdi\u011fi belirtildi.<\/p>\n

Maliye Bakanl\u0131\u011f\u0131 verilerine g\u00f6re, 15 A\u011fustos’ta sona eren iki haftal\u0131k d\u00f6nemde Japon yat\u0131r\u0131mc\u0131lar\u0131n 5 trilyon yenin \u00fczerinde yabanc\u0131 hisse senedi ve uzun vadeli tahvil ald\u0131\u011f\u0131 aktar\u0131ld\u0131. Emeklilik fonlar\u0131 ve varl\u0131k y\u00f6neticileri gibi kurumsal yat\u0131r\u0131mc\u0131lar\u0131n d\u00fc\u015f\u00fck getirili yeni satarak ABD tahvilleri ve G10 para birimlerine y\u00f6nelmesinin yen \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n

CFTC verilerinin de m\u00fcdahale kararl\u0131l\u0131\u011f\u0131n\u0131n ard\u0131ndan kald\u0131ra\u00e7l\u0131 fonlar\u0131n net k\u0131sa yen pozisyonlar\u0131n\u0131 haziran sonundaki 138 bin kontrattan 11 A\u011fustos itibar\u0131yla 59 bin 526 kontrata d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi\u011fi kaydedildi.<\/p>\n

B\u00fcltende ayr\u0131ca ABD Hazine Bakan\u0131 Scott Bessent’in ABD’nin ayl\u0131k b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131n temmuz ay\u0131nda 432 milyar dolar\u0131 a\u015farak son be\u015f y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131n\u0131, mali y\u0131l a\u00e7\u0131\u011f\u0131n\u0131n 1,8 trilyon dolara yakla\u015ft\u0131\u011f\u0131n\u0131 ve toplam ulusal borcun 40 trilyon dolar\u0131 ge\u00e7ti\u011fini belirtti\u011fi aktar\u0131ld\u0131.<\/p>\n

Bessent’in, Donald Trump d\u00f6nemindeki b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131n zirve noktas\u0131n\u0131n g\u00f6r\u00fclm\u00fc\u015f olma ihtimalinin son derece y\u00fcksek oldu\u011funu ifade etti\u011fi belirtilirken, Hazine Bakanl\u0131\u011f\u0131, Y\u00f6netim ve B\u00fct\u00e7e Ofisi ve Beyaz Saray temsilcilerinin mali konsolidasyon tedbirleri \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131 bildirildi.<\/p>\n

S\u00f6z konusu \u00e7al\u0131\u015fmalarla y\u00fcz milyarlarca dolarl\u0131k tasarruf sa\u011flanabilece\u011fini belirten Bessent’in, Y\u00fcksek Mahkeme engeline tak\u0131lan ancak yeniden y\u00fcr\u00fcrl\u00fc\u011fe konan tarifelerden elde edilecek gelirlerin 2025 seviyelerinde kalaca\u011f\u0131n\u0131 ve bu gelirlerin \u015firketlere iade edilmeyece\u011fini vurgulad\u0131\u011f\u0131 kaydedildi.<\/p>\n

Bessent’in 40 trilyon dolarl\u0131k bor\u00e7 y\u00fck\u00fcn\u00fcn ekonomik b\u00fcy\u00fcme yoluyla a\u015f\u0131labilece\u011fini savundu\u011fu ifade edildi.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 21 A\u011fustos (Hibya) \u2013 Pusula Yat\u0131r\u0131m, Japonya’daki d\u00fc\u015f\u00fck bor\u00e7lanma maliyetleri ve ABD-Japonya faiz fark\u0131n\u0131n geni\u015f kalmas\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131 yabanc\u0131 varl\u0131klara y\u00f6nlendirdi\u011fini, Japon yat\u0131r\u0131mc\u0131lar\u0131n iki haftada 5 trilyon yenin \u00fczerinde yabanc\u0131 hisse senedi ve uzun vadeli tahvil ald\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n","protected":false},"author":1,"featured_media":136107,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-136106","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/136106","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=136106"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/136106\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/136107"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=136106"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=136106"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=136106"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}