{"id":12174,"date":"2012-02-29T09:48:28","date_gmt":"2012-02-29T07:48:28","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12174"},"modified":"2012-02-29T09:48:28","modified_gmt":"2012-02-29T07:48:28","slug":"ralli-yeni-mi-basliyor-duzeltme-zamani-mi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ralli-yeni-mi-basliyor-duzeltme-zamani-mi\/","title":{"rendered":"Ralli yeni mi ba\u015fl\u0131yor, d\u00fczeltme zaman\u0131 m\u0131?"},"content":{"rendered":"<h4 style=\"text-align: justify\" align=\"center\"><strong><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Avrupa Merkez Banaks\u0131 (AMB) bug\u00fcn ikinci likidite ihalesine \u00e7\u0131kacak. Uzun zamand\u0131r piyasalar bu g\u00fcn\u00fc bekliyordu. Hat\u0131rlanacak olursa AMB aral\u0131k ay\u0131ndaki ilk ihalede bankalara 489 milyar euro likidite sa\u011flam\u0131\u015ft\u0131. Bug\u00fcnk\u00fc ihale i\u00e7in beklentiler 200 milyar ile 1 trilyon Euro aras\u0131nda \u00e7ok geni\u015f bir yelpazeye yay\u0131ld\u0131. A\u011f\u0131rl\u0131kl\u0131 g\u00f6r\u00fc\u015f ise 500-600 milyar euroluk bir tutar\u0131n ortaya \u00e7\u0131kmas\u0131. Bernanke\u2019nin ak\u015fam yapaca\u011f\u0131 konu\u015fmay\u0131 da g\u00f6z \u00f6n\u00fcnde bulundurarak, bug\u00fcn buradan gelecek rakam\u0131n piyasalar\u0131n tamam m\u0131 devam m\u0131 karar\u0131n\u0131 vermesinde etkisinin olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Tutar\u0131n 600-700 milyar \u00fczerinde olmas\u0131 durumunda yeni bir ralli s\u00fcreci ya\u015fanabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Tutar\u0131n 500 milyar euronun alt\u0131nda kalmas\u0131 durumunda ise sert bir d\u00fczeltme s\u00fcreci ba\u015flayabilir. Bununla birlikte tutar\u0131n 1 trilyon Euro ve \u00fczerinde bir rakam gelmesi bankalara y\u00f6nelik endi\u015feleri artt\u0131rabilir. At\u0131lan t\u00fcm ad\u0131mlara ra\u011fmen bankalar\u0131n likidite ihtiyac\u0131n\u0131n y\u00fcksek seyretmeye devam etti\u011fi ya da kontrols\u00fcz risk ald\u0131klar\u0131 alg\u0131s\u0131 beklenenin aksine \u00e7ok y\u00fcksek tutarlar\u0131n negatif etki yaratmas\u0131na neden olabilir. Bu ihale haftan\u0131n en \u00f6nemli g\u00fcndemlerinden biri iken, FED\u2019den gelecek parasal geni\u015fleme mesajlar\u0131n\u0131n da buradan \u00e7\u0131kacak karar\u0131 desteklemesi gerekece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Her iki kurum da geni\u015flemeye ye\u015fil \u0131\u015f\u0131k yakmaya devam ederse t\u00fcm varl\u0131klarda soluksuz bir y\u00fckseli\u015f ba\u015flayabilir. ;Tersi durumda ise \u015fu anki fiyatlar \u00e7ok pahal\u0131 kalacakt\u0131r. \u00a0\u00a0<\/span><\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">D\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131na dikkat<\/span><\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Bug\u00fcn i\u00e7eride a\u00e7\u0131klanacak en \u00f6nemli veri saat 10:00\u2019da a\u00e7\u0131klanacak olan ocak ay\u0131 d\u0131\u015f ticaret rakam\u0131 olacak. D\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ge\u00e7ti\u011fimiz y\u0131l ocak ay\u0131nda 7 milyar 353 milyon dolar olarak ger\u00e7ekle\u015fmi\u015fti. Kurdaki art\u0131\u015f\u0131n etkilerini ocak ay\u0131nda net bir \u015fekilde g\u00f6rece\u011fimizi tahmin ediyoruz. A\u00e7\u0131klanacak bu veri al\u0131nan \u00f6nlemlerin i\u015fe yaray\u0131p yaramad\u0131\u011f\u0131n\u0131 g\u00f6sterecek. CNBC-E anketine g\u00f6re 6,1 milyar dolarl\u0131k bir a\u00e7\u0131k beklentisi var. Bu rakam\u0131n 5 milyar dolar alt\u0131nda ger\u00e7ekle\u015fmesi \u0130MKB\u2019de \u00e7ok sert y\u00fckseli\u015fler getirebilir. 6,5 milyar dolar ve \u00fczerindeki rakamlarda ise sert sat\u0131\u015flar g\u00f6rebiliriz.<\/span><\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Ak\u015fam Bernanke ve FED\u2019i dinleyece\u011fiz<\/span><\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\"><span style=\"font-size: small\">Bug\u00fcn 17:00\u2019da FED Ba\u015fkan\u0131 Bernanke, Temsilciler Meclisi\u2019nde ekonomi ile ilgili bir sunum yapacak. Bernanke gelen olumlu verilere ra\u011fmen parasal geni\u015fleme mesaj\u0131 verebilecek mi merak ediyoruz. FED i\u00e7inden parasal geni\u015flemeye kar\u015f\u0131 olan \u00fcyelerin ve faizlerin 2014\u2019ten \u00f6nce art\u0131r\u0131lmas\u0131 gerekti\u011fini savunanlar\u0131n oldu\u011funu biliyoruz. A\u00e7\u0131klanan olumlu veriler bu kesimin elini g\u00fc\u00e7lendirirken, Bernanke\u2019nin \u00fc\u00e7\u00fcnc\u00fc parasal geni\u015flemeye bak\u0131\u015f a\u00e7\u0131s\u0131nda bir de\u011fi\u015fim yap\u0131p yapmad\u0131\u011f\u0131n\u0131 bug\u00fcnk\u00fc konu\u015fmas\u0131nda g\u00f6rebiliriz. Bernanke a\u00e7\u0131klanan olumlu verilere ra\u011fmen parasal geni\u015fleme senaryosunun canl\u0131 oldu\u011funu vurgularsa likidite rallisi g\u00fc\u00e7lenerek devam edebilir. Bu nedenle ak\u015fam saatlerinde \u00f6nce Bernanke\u2019yi ard\u0131ndan da 21:00\u2019da a\u00e7\u0131klanacak olan FED \u201cBeige Book\u201d B\u00f6lgesel Ekonomik Aktivite Raporunu takip ediyor olaca\u011f\u0131z. \u00d6zetle Draghi ve Bernanke bug\u00fcn piyasalara istediklerini verecek olursa ralli kald\u0131\u011f\u0131 yerden devam edecektir, aksi takdirde sert d\u00fczeltmelere haz\u0131rl\u0131kl\u0131 olunmal\u0131. <\/span>\u00a0<\/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\">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><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Avrupa Merkez Banaks\u0131 (AMB) bug\u00fcn ikinci likidite ihalesine \u00e7\u0131kacak. Uzun zamand\u0131r piyasalar bu g\u00fcn\u00fc bekliyordu. Hat\u0131rlanacak olursa AMB aral\u0131k ay\u0131ndaki ilk ihalede bankalara 489 milyar&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-12174","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\/12174","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=12174"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12174\/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=12174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}