{"id":12634,"date":"2012-03-09T09:40:16","date_gmt":"2012-03-09T07:40:16","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12634"},"modified":"2012-03-09T09:40:16","modified_gmt":"2012-03-09T07:40:16","slug":"yunanistan-sonrasi-piyasalar","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/yunanistan-sonrasi-piyasalar\/","title":{"rendered":"Yunanistan Sonras\u0131 Piyasalar"},"content":{"rendered":"<p>G\u00fcn boyu olumlu Yunanistan beklentileriyle hayli al\u0131c\u0131l\u0131 seyreden riskli varl\u0131klar g\u00fcn\u00fcn devam\u0131nda da bu g\u00fcc\u00fc korudular. Almanya Dax Endeksi % 2.45 art\u0131\u015fla g\u00fcn\u00fc tamamlarken g\u00f6sterge niteli\u011findeki Eurostoxx 600 Endeksi de % 1.56 t\u0131rmand\u0131. Euro \/ Dolar ise 1.31\u2019li seviyelerden 1.3291\u2019e kadar y\u00fckseldi. Draghi a\u00e7\u0131klamalar\u0131ndaki \u00f6nemli konulardan biri standart olmayan \u00f6nlemlerin ge\u00e7ici oldu\u011fuydu. Daha \u00f6nce de a\u00e7\u0131klanan ancak tekrarlanarak peki\u015ftirilen bu vurgu ile beraber yeni bir 3 y\u0131ll\u0131k refinansman operasyonu (LTRO) beklentisi iyice beklenmez hale geldi. Di\u011fer yandan Euro B\u00f6lgesi i\u00e7in 2012 beklenen enflasyon oran\u0131n\u0131 % 2.4\u2019e y\u00fckselten Ba\u015fkan bu konuda 2011 sonunda hayli kendinden emin ve % 1.7\u2019lik tahmin yapar durumdayd\u0131. Bu durumda, resesyon ihtimaliyle bo\u011fu\u015fan Avrupa\u2019da politika faizinin daha fazla inmeyece\u011fi d\u00fc\u015f\u00fcncesi ile Euro y\u00fckseldi.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2270107696\"><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>Olumlu havay\u0131 miras alan ABD\u2019li yat\u0131r\u0131mc\u0131lar gelecek hafta yap\u0131lacak olan FED toplant\u0131s\u0131n\u0131 beklerlerken bug\u00fcn a\u00e7\u0131klanacak olan ABD Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam verisini bekliyorlar ve \u015eubat ay\u0131nda i\u015fg\u00fcc\u00fcndeki art\u0131\u015f\u0131n 200 bini ge\u00e7mesi bekleniyor. ABD\u2019de bankalar \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fckselen borsalar g\u00fcn\u00fc mutlu kapatt\u0131lar. S&amp;P 500 Eneksi % 0.98 art\u0131\u015fla 1.365 puandan g\u00fcn\u00fc tamamlarken bankac\u0131l\u0131k hisseleri % 2.28 art\u0131\u015f kaydettiler. Risk i\u015ftah\u0131ndaki canlanma emtiaya da yans\u0131rken ABD tip ham petrol varil ba\u015f\u0131na 107.03 dolardan al\u0131c\u0131 buluyor. Brent petrol 125.55\u2019ten i\u015flem g\u00f6r\u00fcyor. 120 dolara varan iki g\u00fcnl\u00fck sat\u0131\u015fa dayanan alt\u0131nda fiziki fon yat\u0131r\u0131mc\u0131lar\u0131 pozisyonlar\u0131n\u0131 4 ay\u0131n en y\u00fckse\u011fine \u00e7ekmi\u015f durumdalar. 2.407 metrik ton ile 131 milyar dolara \u00e7\u0131kan fon sahipleriyle beraber spot alt\u0131n 1.703 dolardan i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p><strong>ASYA\u2019DA YE\u015e\u0130LLER<\/strong><br \/>\nG\u00fcne Yunanistan iyimerli\u011fiyle ba\u015flayan Asya hisseleri g\u00fcn\u00fcn devam\u0131nda \u00c7in\u2019den gelen verilerle al\u0131mlar\u0131n\u0131 korusa da baz\u0131 notlar almak durumunda kald\u0131. \u00c7in\u2019de \u015eubat ay\u0131 T\u00dcFE beklentilerin de alt\u0131nda kalarak % 3.2 olarak a\u00e7\u0131klan\u0131nca d\u00fcnden bu yana merkez bankas\u0131 gev\u015femeye gidecek kamp\u0131 risk i\u015ftah\u0131n\u0131n dozunu y\u00fckseltti. Di\u011fer tarafta ise perakende sat\u0131\u015flar ve sanayi \u00fcretimi gibi veriler beklentileri kar\u015f\u0131layamad\u0131. \u015eanghay Bile\u015fik Endeksi % 0.62 art\u0131\u015f kaydetti. Japonya\u2019da olumlu hava s\u00fcrerken Nikkei 225 Endeksi A\u011fustos\u2019tan bu yana ilk kez 10 bin puan\u0131 a\u015fm\u0131\u015f oldu. Burada da gelecek hafta yap\u0131lacak olan Japonya Merkez Bankas\u0131 toplant\u0131\u0131s takip ediliyor. Yen de\u011fer kaybederken dolara kar\u015f\u0131 81.63\u2019e inmi\u015f durumda. 10 Asya para biriminden olu\u015fan JP Morgan \u2013 Bloomberg Endeksi de\u011fi\u015fim g\u00f6stermiyor.<\/p>\n<p><strong>\u0130\u00c7ER\u0130DE FARKLI F\u0130YATLAMALAR<\/strong><br \/>\nD\u00fcnyadaki iyimserli\u011fin etkisiyle talep g\u00f6ren TL varl\u0131klar TCMB a\u00e7\u0131klamalar\u0131ndan da etkilendiler. Ankara\u2019da ekonomistlerle bulu\u015fan bankan\u0131n a\u00e7\u0131klamalar\u0131n\u0131 uygun ko\u015fullar\u0131n olu\u015fmas\u0131 durumunda gev\u015feme sinyali olarak alg\u0131layan yat\u0131r\u0131mc\u0131lar faizde al\u0131ma y\u00f6nelirken sanayi \u00fcretimi verisinin beklentilerin alt\u0131nda kalmas\u0131 ile ekonomik yava\u015flama tezi kuvvetlendi ve g\u00f6sterge faiz gelen sat\u0131\u015flarla % 9.15\u2019e kadar indi. TL ise risk i\u015ftah\u0131ndan faydalanamad\u0131 ve g\u00fcne dolara kar\u015f\u0131 1.7782\u2019den ba\u015fl\u0131yor. Euro \/ TL 2.3534\u2019te ve yar\u0131m Euro + yar\u0131m dolardan olu\u015fan Sepet Kur ise 2.0659\u2019da. G\u00fcn\u00fcn bir di\u011fer oynak ismi ise iMKB 100 oldu. G\u00fcn i\u00e7inde 60.512 seviyesine kadar y\u00fckselen endekste teknik sat\u0131\u015flar geldi. Diren\u00e7 seviyelerine yakla\u015ft\u0131k\u00e7a sat\u0131lan endekste kapan\u0131\u015f yine de ye\u015fil b\u00f6lgeden yap\u0131ld\u0131. % 0.33 artan 100 Endeks g\u00fcn\u00fc 59.673\u2019ten sonland\u0131rd\u0131.<\/p>\n<p><strong>YUNAN\u0130STAN SONRASI<\/strong><br \/>\nSabah 08:00\u2019de gelen a\u00e7\u0131klamalarda \u00fclkenin beklendi\u011fi gibi bono takas\u0131n\u0131 tamamlad\u0131\u011f\u0131 duyruldu. Takasa kat\u0131\u0131m Yunan kanunu cinsinden \u00e7\u0131kar\u0131lm\u0131\u015f bonolar ve yabanc\u0131 hukuka g\u00f6re d\u00fczenlenmi\u015f olanlar\u0131n da kat\u0131l\u0131m\u0131yla 172 milyar euro civar\u0131nda ger\u00e7ekle\u015fti. Bonolar \u00fczerinde takas \u00e7a\u011fr\u0131s\u0131 (CAC) da uyguland\u0131ktan sonra kat\u0131l\u0131m\u0131n % 95.7\u2019ye ula\u015faca\u011f\u0131 bildiriliyor. Di\u011fer yandan CAC ile birlikte bonolara kar\u015f\u0131 koruma niteli\u011finde sat\u0131n al\u0131nan CDS (Kredi Temerr\u00fct Takas\u0131) piyasas\u0131nda bir kredi sebebi olu\u015fup olu\u015fmayaca\u011f\u0131 ve dolay\u0131s\u0131yla elinde CDS s\u00f6zle\u015fmesi bulunan toplam net 3.2 milyar dolar sahiplerinin bu \u00f6demeleri al\u0131p almayacaklar\u0131 belli olacak. Euro \/ Dolar\u2019a ilke gelen tepki sat\u0131\u015f y\u00f6n\u00fcnde olurken son fiyat 1.3241\u2019de<\/p>\n<p>BloombergHT<\/p>\n","protected":false},"excerpt":{"rendered":"<p>G\u00fcn boyu olumlu Yunanistan beklentileriyle hayli al\u0131c\u0131l\u0131 seyreden riskli varl\u0131klar g\u00fcn\u00fcn devam\u0131nda da bu g\u00fcc\u00fc korudular. Almanya Dax Endeksi % 2.45 art\u0131\u015fla g\u00fcn\u00fc tamamlarken g\u00f6sterge&hellip;<\/p>\n","protected":false},"author":2,"featured_media":6884,"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-12634","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\/12634","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=12634"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12634\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/6884"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=12634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}