{"id":12124,"date":"2012-02-28T09:44:04","date_gmt":"2012-02-28T07:44:04","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12124"},"modified":"2012-02-28T09:44:04","modified_gmt":"2012-02-28T07:44:04","slug":"ltro-ve-pmi-oncesi-sessiz-bekleyis","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ltro-ve-pmi-oncesi-sessiz-bekleyis\/","title":{"rendered":"LTRO ve PMI \u00f6ncesi sessiz bekleyi\u015f"},"content":{"rendered":"<p style=\"text-align: justify\" align=\"center\"><strong><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Haftaya sat\u0131c\u0131l\u0131 ba\u015flayan borsalarda bug\u00fcn daha pozitif bir g\u00f6r\u00fcn\u00fcm hakim. D\u00fcn Avrupa\u2019da endeksler genelde ekside kapat\u0131rken, g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flayan ABD endeksleri g\u00fcn\u00fc yatay kapatt\u0131lar. Bu sabah Asya\u2019da endeksler genelde ufak \u00e7apl\u0131 da olsa art\u0131da. Piyasalar\u0131n genelde y\u0131lba\u015f\u0131ndan beri ya\u015fanan y\u00fckseli\u015fleri hazmetme e\u011filiminde oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Y\u00fckseli\u015flerin devam edebilmesi i\u00e7in yeni bir veri ya da hikayeye ihtiya\u00e7 duyuldu\u011funu g\u00f6r\u00fcyoruz. Bu kapsamda yar\u0131n Avrupa Merkez Bankas\u0131\u2019n\u0131n d\u00fczenleyece\u011fi 3 y\u0131l vadeli likidite ihalesi (LTRO) k\u0131sa vadeli fakat sert hareketlere neden olabilir. D\u00fcnk\u00fc haftal\u0131k b\u00fcltende de de\u011findi\u011fimiz gibi uzun s\u00fcredir bu ihale fiyatlara girdi\u011fi i\u00e7in, etkisinin uzun soluklu olmas\u0131n\u0131 beklemiyoruz. <\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1375787714\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">PMI\u2019lar bu gece ba\u015fl\u0131yor<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Piyasalarda bahsetti\u011fimiz yeni senaryo k\u00fcresel b\u00fcy\u00fcme olabilir. Bu gece 01:15\u2019te Japonya\u2019da a\u00e7\u0131klanacak PMI imalat endeksi ile \u015eubat ay\u0131 verilerini g\u00f6rmeye ba\u015flayaca\u011f\u0131z. Ard\u0131ndan \u00e7ar\u015fambay\u0131 per\u015fembeye ba\u011flayan gece \u00c7in ve Per\u015fembe g\u00fcn\u00fc Avrupa B\u00f6lgesi PMI verilerini takip edece\u011fiz. Bu haftan\u0131n ana g\u00fcndemini bu verilerin olu\u015fturmas\u0131n\u0131 bekliyoruz. \u00a0Bug\u00fcn ise g\u00fcn i\u00e7inde \u00f6n plana \u00e7\u0131kabilecek verileri a\u015fa\u011f\u0131da listeledik. Bu veriler i\u00e7erisinden de ABD\u2019den gelecek olan dayan\u0131kl\u0131 mal sipari\u015fleri ve t\u00fcketici g\u00fcveni \u00f6n plana \u00e7\u0131kabilir dikkat etmekte fayda var. \u00a0<\/span><\/p>\n<ul style=\"text-align: justify\">\n<li><span style=\"font-family: Calibri\">12:00 \u2013 \u0130talya Bono \u0130halesi D\u00fczenleyecek\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">12:00 \u2013 AB \u015eubat Ay\u0131 Ekonomik G\u00fcven Endeksi \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">12:30 \u2013 Bel\u00e7ika Bono \u0130halesi D\u00fczenleyecek\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">15:00 \u2013 Almanya \u015eubat Ay\u0131 T\u00dcFE \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">15:30 \u2013 ABD \u015eubat Ay\u0131 Dayan\u0131kl\u0131 Mal Sipari\u015fleri \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">16:00 \u2013 ABD Aral\u0131k Ay\u0131 S&amp;P\/CaseShiller Konut Fiyat Endeksi \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">17:00 \u2013 ABD \u015eubat Ay\u0131 T\u00fcketici G\u00fcven Endeksi \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Yunanistan: \u201cTercihli Temerr\u00fct\u201d<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Yunanistan defterinin bir s\u00fcreli\u011fine kapat\u0131ld\u0131\u011f\u0131n\u0131 d\u00fcn S&amp;P\u2019nin Yunanistan\u2019\u0131n kredi notunu tercihli temerr\u00fcde d\u00fc\u015f\u00fcrmesi ile bir kez daha g\u00f6rd\u00fck. Bu haber piyasa taraf\u0131ndan g\u00f6rmezden gelindi. Fakat bir ayr\u0131nt\u0131ya dikkat \u00e7ekmek istiyoruz. S&amp;P Yunanistan\u2019\u0131n bor\u00e7 takas\u0131 tamamlan\u0131r tamamlanmaz kredi notunun spek\u00fclatif olan CCC notuna \u00e7\u0131kar\u0131labilece\u011fini vurgulad\u0131. \u0130lerleyen g\u00fcnlerde bu ad\u0131m\u0131n at\u0131lmas\u0131 Yunanistan\u2019da en k\u00f6t\u00fcn\u00fcn geride kald\u0131\u011f\u0131 d\u00fc\u015f\u00fcncesi ile piyasalar\u0131n gere\u011finden fazla olumlu tepki vermesine neden olabilir. Bu nedenle bu bilgiyi bir kenara not etmekte fayda var. \u00a0\u00a0\u00a0<\/span><\/p>\n<p 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\">uzeyir.dogan@marbasmenkul.com.tr<\/span><\/a><br \/>\n<\/strong><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Telefon: (0212) 286 30 00<\/span><\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Haftaya sat\u0131c\u0131l\u0131 ba\u015flayan borsalarda bug\u00fcn daha pozitif bir g\u00f6r\u00fcn\u00fcm hakim. D\u00fcn Avrupa\u2019da endeksler genelde ekside kapat\u0131rken, g\u00fcne sat\u0131c\u0131l\u0131 ba\u015flayan ABD endeksleri g\u00fcn\u00fc yatay kapatt\u0131lar. Bu&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-12124","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\/12124","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=12124"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12124\/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=12124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}