{"id":4850,"date":"2026-01-29T14:03:03","date_gmt":"2026-01-29T14:03:03","guid":{"rendered":"https:\/\/bihavadis.com\/?p=4850"},"modified":"2026-01-29T14:03:03","modified_gmt":"2026-01-29T14:03:03","slug":"hedge-fonlar-yende-iyimser-tarafa-gecti","status":"publish","type":"post","link":"https:\/\/bihavadis.com\/index.php\/2026\/01\/29\/hedge-fonlar-yende-iyimser-tarafa-gecti\/","title":{"rendered":"Hedge fonlar yende iyimser tarafa ge\u00e7ti"},"content":{"rendered":"<div>\n<p>Hedge fonlar, Japonya&#8217;n\u0131n yeni ba\u015fbakan\u0131 \u015eigeru \u0130\u015fiba&#8217;n\u0131n ultra gev\u015fek para politikas\u0131na verdi\u011fi destek ve ABD tar\u0131m d\u0131\u015f\u0131 istihdam verilerinin yaratt\u0131\u011f\u0131 pozitif atmosferin etkisiyle Japon yeninde iyimser tarafa ge\u00e7ti.<\/p>\n<p>CFTC verilerine g\u00f6re hedge fonlar A\u011fustos ortas\u0131ndan bu yana ilk kez yende net uzun pozisyona ge\u00e7ti. Net uzun pozisyonlar 2021&#8217;in ba\u015f\u0131ndan bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.<\/p>\n<p>Nomura Securities Co. D\u00f6viz Stratejisi M\u00fcd\u00fcr\u00fc Yujiro Goto, \u201cBaz\u0131 hedge fonlar\u0131 ge\u00e7en hafta ba\u015f\u0131nda yeni Ba\u015fbakan \u0130\u015fiba&#8217;n\u0131n daha \u015fahin bir duru\u015f sergileyece\u011fi beklentisiyle yen pozisyonu ald\u0131. \u015eimdi, ABD istihdam verilerinin beklenmedik g\u00fcc\u00fc, dolar-yen kurunun yak\u0131n vadede 150 seviyesini test etme olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131rd\u0131\u201d de\u011ferlendirmesini yapt\u0131.<\/p>\n<\/div>\n<div>\n<p>Japonya&#8217;n\u0131n yeni ba\u015fbakan\u0131 \u0130\u015fiba, Japonya Merkez Bankas\u0131 Ba\u015fkan\u0131 Kazuo Ueda ile yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmenin ard\u0131ndan, Japonya&#8217;n\u0131n ek bir faiz art\u0131\u015f\u0131 i\u00e7in uygun bir ortamda olmad\u0131\u011f\u0131n\u0131 s\u00f6yleyerek, para politikas\u0131 \u015fahinli\u011fi konusundaki itibar\u0131ndan kurtulmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 belirtmi\u015fti.<\/p>\n<p>Bloomberg&#8217;in ge\u00e7en ay yapt\u0131\u011f\u0131 bir anket, ekonomistlerin y\u00fczde 53&#8217;\u00fcn\u00fcn BOJ&#8217;un bu y\u0131l Aral\u0131k ay\u0131nda \u00fc\u00e7\u00fcnc\u00fc kez faiz oranlar\u0131n\u0131 art\u0131raca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc g\u00f6stermi\u015fti. Ancak bu tahminler art\u0131k \u015f\u00fcpheye d\u00fc\u015ft\u00fc.<\/p>\n<\/p><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hedge fonlar Japon yeniyle ilgili son geli\u015fmelerin ard\u0131ndan yende pozitif tarafa ge\u00e7ti. CFTC verilerine g\u00f6re hedge fonlar\u0131n net uzun pozisyonlar\u0131 2021&#8217;in ilk d\u00f6neminden bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":4851,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[939,938],"class_list":["post-4850","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-doviz","tag-japon","tag-yen"],"_links":{"self":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4850","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/comments?post=4850"}],"version-history":[{"count":1,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4850\/revisions"}],"predecessor-version":[{"id":4852,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4850\/revisions\/4852"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media\/4851"}],"wp:attachment":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media?parent=4850"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/categories?post=4850"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/tags?post=4850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}