{"id":12489,"date":"2012-03-07T09:19:50","date_gmt":"2012-03-07T07:19:50","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12489"},"modified":"2012-03-07T09:19:50","modified_gmt":"2012-03-07T07:19:50","slug":"piyasalarda-beklentiler-karisik","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalarda-beklentiler-karisik\/","title":{"rendered":"Piyasalarda Beklentiler Kar\u0131\u015f\u0131k"},"content":{"rendered":"<p><strong>ABD&#8217;DE YILIN D\u00dc\u015e\u00dc\u015e\u00dc<\/strong><br \/>\nPazartesi sabah\u0131 Asya&#8217;da ba\u015flayan riskten ka\u00e7\u0131\u015f modu d\u00fcn ABD seans\u0131na da yans\u0131d\u0131. Bu y\u0131l\u0131n en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftiren borsalarda Dow Jones 200 puanl\u0131k geri \u00e7ekilme ya\u015farken S&amp;P 500 Endeksi % 1.54 d\u00fc\u015ft\u00fc ve 1.343 puandan kapand\u0131. Teknoloji hisselerinde sat\u0131\u015f daha s\u0131n\u0131rl\u0131 kal\u0131rken Apple&#8217;\u0131n yak\u0131nda yeni IPad&#8217;I piyasaya s\u00fcrece\u011fi haberleri \u015firket hisselerini % 0.5 d\u00fc\u015f\u00fc\u015fte tutmaya yetti. Finansal hisseler sert sat\u0131l\u0131rken hacim de artt\u0131 ve Bankac\u0131l\u0131k Endeksi % 2.6 gev\u015fedi. Dolar Endeksi 80 s\u0131n\u0131r\u0131ndan d\u00f6nerken bug\u00fcn a\u00e7\u0131klanacak \u00d6zel Sekt\u00f6r \u0130stihdam\u0131 (ADP) \u00f6ncesinde ABD faizleri y\u00fckseliyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3798036437\"><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><strong>NEDEN T\u00dcM D\u00dcNYA D\u00dc\u015e\u00dcYOR ?<\/strong><br \/>\nGlobal b\u00fcy\u00fcmeden gelen yava\u015flama sinyalleri ekonomik tabloyu karart\u0131yor.<br \/>\nAvustralya&#8217;dan gelen \u00e7eyreklik b\u00fcy\u00fcmenin % 0.8 beklenirken % 0.4 olarak ger\u00e7ekle\u015fmesi b\u00fcy\u00fcme plan\u0131n\u0131 y\u0131ll\u0131k olarak a\u015fa\u011f\u0131 \u00e7eken \u00c7in&#8217;den sonra ikinci Asya moral bozuklu\u011fu oldu. Di\u011fer yandan Avrupa&#8217;dan gelen PMI (Sat\u0131n Alma Y\u00f6neticileri Endeksi) rakamlar\u0131 da b\u00fcy\u00fcmeye i\u015faret etmiyor. Ekonomiye ait verilerin sat\u0131\u015f getirdi\u011fini d\u00fc\u015f\u00fcnen yat\u0131r\u0131mc\u0131lar emtiada sat\u0131\u015fa y\u00f6nelirken Alman bonolar\u0131na talep g\u00f6sterdi. Bak\u0131r d\u00fcn % 3&#8217;e yak\u0131n de\u011fer kaybederken bug\u00fcn % 0.67 primli. ABD tipi ham petrol 105.18 Varil \/ Dolar&#8217;dan i\u015flem<br \/>\ng\u00f6r\u00fcyor, Brent petrol ise 122.43&#8217;te. \u0130ran ile Avrupa aras\u0131nda diyalog \u00e7a\u011fr\u0131lar\u0131 da petrol yat\u0131\u015ft\u0131rmaya yard\u0131mc\u0131 olurken \u0130ran&#8217;\u0131n n\u00fckleer tesislerini denetlenmesi i\u00e7in a\u00e7abilece\u011fi y\u00f6n\u00fcndeki iradesi de petrol a\u015fa\u011f\u0131 \u00e7eken fakt\u00f6rlerden oldu.<\/p>\n<p>Yunanistan cephesindeki gerginliklere bakarak morali bozulan yat\u0131r\u0131mc\u0131lar Euro \/ Dolar ve Avrupa varl\u0131klar\u0131 gibi varl\u0131k s\u0131n\u0131flar\u0131nda sat\u0131c\u0131 oldular. Yar\u0131n tamamlanmas\u0131 beklenen \u00f6zel sekt\u00f6r bor\u00e7 takas\u0131 \u00f6ncesinde Yunan bankalar\u0131 \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckselen Yunanistan ASE Endeksi % 2.77 y\u00fckselirken k\u0131tan\u0131n geri kalan\u0131 pek ikna olmam\u0131\u015fa benziyor. \u00d6zel sekt\u00f6r kat\u0131l\u0131m\u0131n\u0131n %90&#8217;\u0131 ge\u00e7memesi halinde \u00fclkenin CAC (Collective Action Clause) &#8211; Kolektif Takas Karar\u0131 maddesini uygulayabilece\u011fi ve b\u00f6ylece \u00e7o\u011funlu\u011fun raz\u0131 oldu\u011fu \u015fartlar\u0131 kalan bono sahipllerine de uygulamas\u0131 bekleniyor. Di\u011fer yandan \u00fclkede 4 emeklilik fonu takas \u00e7a\u011fr\u0131s\u0131na kat\u0131lmayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131, bunlar\u0131n aras\u0131nda polis fonu dahi bulunuyor. Sat\u0131\u015flar\u0131n sivrildi\u011fi bir di\u011fer cephe de bono faizleri oldu. \u00c7evre \u00fclke bonolar\u0131 sat\u0131l\u0131rken \u0130talya ve \u0130spanya&#8217;da faizler 10 y\u0131ll\u0131kta % 2.8 ve 3.5 y\u00fckseldi. \u0130ki getiri de % 5 bile\u015fik seviyesinin \u00fczerinde i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p>Sat\u0131\u015f\u0131n \u00fc\u00e7\u00fcnc\u00fc kamp\u0131nda Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak olan ABD Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam datas\u0131n\u0131 bekleyenler var. 3 ayd\u0131r 200 bin civar\u0131nda a\u00e7\u0131klanan verinin bu ay da 200 bin \u00fczerinde gelmesi halinde FED&#8217;in yeni bir tur varl\u0131k al\u0131m\u0131na gitmesinin gecikece\u011fi ve bunun da likiditeye negatif etkisi olaca\u011f\u0131 beklentisi bu kamp\u0131 rahats\u0131z ediyor. Dolar bazl\u0131 varl\u0131klara y\u00f6nelen bu kamp \u00fcyeleri de\u011ferli metaller ve yumu\u015fak emtia denen grupta sat\u0131\u015fa y\u00f6neliyor. D\u00fcn de sert sat\u0131\u015flara sahne olan spot alt\u0131n fiyat\u0131 \u00c7ar\u015famba g\u00fcn\u00fcne ons ba\u015f\u0131na 1.673 dolardan devam ediyor.<\/p>\n<p><strong>YURT \u0130\u00c7\u0130NDE STRES ARTTI<\/strong><br \/>\nHazine taraf\u0131ndan d\u00fczenlenen ihalelerde d\u00fcn iki ihalede net 4.7 milyar TL bor\u00e7lan\u0131l\u0131rken yeni g\u00f6stergede faiz y\u00fckseldi ve d\u00fcn %9.40 bile\u015fikten tamamland\u0131. Dolar \/ TL&#8217;de y\u00fckseli\u015f devam ederken ak\u015fam seans\u0131nda 1.7950&#8217;yi deneyen kur g\u00fcne 1.79&#8217;un alt\u0131ndan ba\u015flad\u0131. D\u0131\u015f borsalara parallel gerileyen \u0130MKB 100 Endeksi ise % 2.26 gerileyen MSCI Geli\u015fen Piyasalar Endeksi&#8217;ne g\u00f6re daha sa\u011flam kald\u0131. % 0.91 d\u00fc\u015fen endekste kapan\u0131\u015f 59.143 puandan yap\u0131ld\u0131.<\/p>\n<p>BloombergHT<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD&#8217;DE YILIN D\u00dc\u015e\u00dc\u015e\u00dc Pazartesi sabah\u0131 Asya&#8217;da ba\u015flayan riskten ka\u00e7\u0131\u015f modu d\u00fcn ABD seans\u0131na da yans\u0131d\u0131. Bu y\u0131l\u0131n en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftiren borsalarda Dow Jones 200&hellip;<\/p>\n","protected":false},"author":2,"featured_media":12490,"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-12489","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\/12489","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=12489"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12489\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/12490"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=12489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}