{"id":11393,"date":"2012-02-08T09:47:57","date_gmt":"2012-02-08T07:47:57","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=11393"},"modified":"2012-02-08T09:47:57","modified_gmt":"2012-02-08T07:47:57","slug":"surpriz-yunanistan-dun-de-olmadi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/surpriz-yunanistan-dun-de-olmadi\/","title":{"rendered":"S\u00fcrpriz (!): Yunanistan d\u00fcn de olmad\u0131"},"content":{"rendered":"<h4 style=\"text-align: justify\" align=\"center\"><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Yunanistan konusu y\u0131lan hikayesine d\u00f6nerken, d\u00fcn Ba\u015fbakan Papadimos\u2019un siyasi liderlerle yapaca\u011f\u0131 g\u00f6r\u00fc\u015fme de bug\u00fcne kald\u0131. Fakat piyasalarda bu sonunun er ge\u00e7 \u00e7\u00f6z\u00fclece\u011fine dair beklenti, gecikmelerin sorun olarak alg\u0131lamas\u0131n\u0131n \u00f6n\u00fcne ge\u00e7iliyor. Yunanistan konusunda piyasa ile ayn\u0131 fikirde olsak da \u00e7\u00f6z\u00fcm\u00fcn \u00e7ok yak\u0131n oldu\u011funa hen\u00fcz inanabilmi\u015f de\u011filiz. Fakat g\u00f6r\u00fc\u015fmeleri \u00e7ok fazla uzamas\u0131na kar\u015f\u0131n beklenti y\u00f6netiminin \u015fuana kadar iyi yap\u0131ld\u0131\u011f\u0131n\u0131 s\u00f6ylemek yanl\u0131\u015f olmaz. Bu sayede piyasalar\u0131n agresif tepkiler verip g\u00f6r\u00fc\u015fmelerin daha zorlu bir s\u00fcrece girmesi de engellenmi\u015f gibi duruyor. Fakat art\u0131k Yunanistan\u2019da verilen tarihlerin \u015fa\u015fmas\u0131, bizler i\u00e7in s\u00fcrpriz olmuyor. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong><span style=\"font-family: Calibri\">Bernanke\u2019nin paralar\u0131<\/span><\/strong><\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">D\u00fcn g\u00fcn\u00fcn \u00f6nemli haberlerinden biri de FED Ba\u015fkan\u0131 Bernanke\u2019nin yapt\u0131\u011f\u0131 a\u00e7\u0131klamalard\u0131. A\u00e7\u0131klanan son istihdam datalar\u0131ndan sonra FED\u2019in \u00fc\u00e7\u00fcnc\u00fc parasal geni\u015flemeyi ask\u0131ya alabilece\u011fi beklentileri dillendirilmeye ba\u015flanm\u0131\u015ft\u0131. Bernanke d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada Cuma g\u00fcn\u00fc a\u00e7\u0131klanan verilerin ge\u00e7ici etkiler i\u00e7erdi\u011fini dile getirdi. Konu\u015fmada a\u00e7\u0131k bir \u015fekilde \u00fc\u00e7\u00fcnc\u00fc parasal geni\u015flemeye gidilece\u011fi s\u00f6ylenmese de, Bernanke\u2019nin konu\u015fmas\u0131ndan al\u0131nan mesaj gelen olumlu verilerin \u00fc\u00e7\u00fcnc\u00fc parasal geni\u015flemeye engel olmayaca\u011f\u0131 oldu. Bu durum Euro\/dolar paritesini uzun s\u00fcredir a\u015f\u0131lamayan 1,3250 direncinin de \u00fczerine ta\u015f\u0131rken, de\u011fer kaybeden dolar\u0131n etkisiyle emtialarda da yukar\u0131 y\u00f6nl\u00fc hareketler ya\u015fand\u0131. G\u00fcn\u00fcn ilk saatlerinde de Asya taraf\u0131nda olumlu hava artarak devam etti. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong><span style=\"font-family: Calibri\">Sanayi \u00fcretimi \u00f6nemli <\/span><\/strong><\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">G\u00fcn\u00fcn en \u00f6nemli verisi i\u00e7eride saat 10:00\u2019da a\u00e7\u0131klanacak olan aral\u0131k ay\u0131 sanayi \u00fcretimi verisi olacak. D\u0131\u015far\u0131da Yunanistan haricinde \u00f6nemli bir g\u00fcndemin olmamas\u0131, bu verinin etkisinin g\u00fcn boyu hissedilmesine neden olabilir. Takip etmekte fayda var. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong><span style=\"font-family: Calibri\">Son olarak\u2026<\/span><\/strong><\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Piyasalar\u0131n Yunanistan sorununun a\u015f\u0131laca\u011f\u0131na olan inanc\u0131n\u0131 anlamak zor de\u011fil. Yunanistan\u2019\u0131n kontrols\u00fcz bir \u015fekilde iflasa b\u0131rak\u0131lmas\u0131 ve Euro\u2019dan \u00e7\u0131karak Drahmi\u2019ye d\u00f6nmesi gibi bir se\u00e7enek, zora d\u00fc\u015fen her Euro \u00fclkesi i\u00e7in de bir alternatif olaca\u011f\u0131 i\u00e7in Yunanistan\u2019\u0131n bu \u015fekilde bir iflasa gitmesine asla izin verilmeyece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bununla birlikte Yunanistan konusunda var\u0131lacak \u00e7\u00f6z\u00fcm\u00fcn piyasalarda co\u015fku yaratacak bir nitelikte olaca\u011f\u0131na da inanm\u0131yoruz. Son haftalarda yukar\u0131da da de\u011findi\u011fimiz gibi beklenti y\u00f6netimi \u00e7ok iyi yap\u0131ld\u0131 ve piyasalar olas\u0131 bir anla\u015fman\u0131n tarihini tart\u0131\u015fmaktan anla\u015fman\u0131n i\u00e7eri\u011fine odaklanamad\u0131. Anla\u015fma yap\u0131ld\u0131ktan sonra ortaya \u00e7\u0131kacak durum ayr\u0131ca de\u011ferlendirilecektir. Unutmamak laz\u0131m ki, Yunanistan\u2019\u0131n borcundaki azalma ba\u015fkalar\u0131n\u0131n da alaca\u011f\u0131ndaki azalma olacak. Bu durumun etkilerini zamanla g\u00f6rmeye ba\u015flayaca\u011f\u0131z. \u00a0\u00d6zetle k\u0131sa vadede anla\u015fma netle\u015fene kadar piyasalardaki olumlu hava devam ettirilebilir. As\u0131l risk, anla\u015fma yap\u0131ld\u0131ktan sonra ortaya \u00e7\u0131kacak kay\u0131plar ve \u015fuana kadar ka\u011f\u0131t \u00fczerinde olu\u015fan karlar\u0131n realize edilmesi olacakt\u0131r. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Pdf Format\u0131: <a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/02\/080212_Gunluk-Strateji.pdf\" data-wpel-link=\"internal\">080212_Gunluk Strateji<\/a><\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<br \/>\n<\/span><\/span><\/strong><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">MARBA\u015e Menkul De\u011ferler<br \/>\n<\/span><\/span><\/strong><strong><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\"><span style=\"font-family: Calibri;font-size: small\"><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.trTelefon\">uzeyir.dogan@marbasmenkul.com.tr<\/a><\/span><\/a><\/strong><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\"><br \/>\nTelefon: (0212) 286 30 00<\/span><\/span><\/strong><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Yunanistan konusu y\u0131lan hikayesine d\u00f6nerken, d\u00fcn Ba\u015fbakan Papadimos\u2019un siyasi liderlerle yapaca\u011f\u0131 g\u00f6r\u00fc\u015fme de bug\u00fcne kald\u0131. Fakat piyasalarda bu sonunun er ge\u00e7 \u00e7\u00f6z\u00fclece\u011fine dair beklenti, gecikmelerin&hellip;<\/p>\n","protected":false},"author":1,"featured_media":4711,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11393","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/11393","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=11393"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/11393\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/4711"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=11393"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=11393"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=11393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}