{"id":12775,"date":"2012-03-13T11:23:57","date_gmt":"2012-03-13T09:23:57","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12775"},"modified":"2012-03-13T11:23:57","modified_gmt":"2012-03-13T09:23:57","slug":"sinirlari-genisletmek-de-cizmek-de-fedin-elinde","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/sinirlari-genisletmek-de-cizmek-de-fedin-elinde\/","title":{"rendered":"S\u0131n\u0131rlar\u0131 geni\u015fletmek de \u00e7izmek de FED\u2019in elinde"},"content":{"rendered":"<p align=\"center\"><strong><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Haftan\u0131n en kritik g\u00fcn\u00fcndeyiz. Bu ak\u015fam toplanacak FED A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131s\u0131 ard\u0131ndan T\u00fcrkiye saati ile 20:35\u2019te yap\u0131lmas\u0131 beklenen a\u00e7\u0131klamada parasal geni\u015flemeye dair ifadeler aranacak. FED Ba\u015fkan\u0131 Bernanke\u2019nin, \u00f6nceki hafta senatoda yapt\u0131\u011f\u0131 ekonomi sunumunda oldu\u011fu gibi yine bu konuyu te\u011fet ge\u00e7mesi durumunda kar sat\u0131\u015flar\u0131 \u00e7ok daha sert olabilir. E\u011fer aksi ger\u00e7ekle\u015fecek yani FED ekonomideki toparlanmay\u0131 yeterli bulmad\u0131\u011f\u0131n\u0131 ve gerekli olmas\u0131 durumunda yeni parasal geni\u015fleme yap\u0131labilece\u011fini ifade ederse, t\u00fcm k\u00fcrede varl\u0131k fiyatlar\u0131nda yeni bir ralli s\u00fcreci ya\u015far\u0131z. Fed bunlardan hangisini yapar derseniz, bizce ikinci se\u00e7enek \u00e7ok daha yumu\u015fak bir dille ifade edilebilir. Gelen ekonomik veriler FED\u2019in yeni parasal geni\u015fleme yapmas\u0131n\u0131 gerektirecek acil bir durumun olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Fakat daha geni\u015f pencereden bakacak olursak ba\u015fta konut piyasas\u0131 olmak \u00fczere ekonomide s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmenin sa\u011flanmad\u0131\u011f\u0131n\u0131 yat\u0131r\u0131m bankalar\u0131n\u0131n 2012 tahminlerinden net bir \u015fekilde g\u00f6r\u00fcyoruz. Hem global ekonomik b\u00fcy\u00fcme tahminleri hem de ABD i\u00e7in yap\u0131lan b\u00fcy\u00fcme tahminleri hala d\u00fc\u015f\u00fck seviyelerde. FED\u2019in deste\u011fi olmadan uzun vadeli s\u00fcrd\u00fcr\u00fclebilir bir b\u00fcy\u00fcme trendi yakalanamayaca\u011f\u0131 konusunda neredeyse b\u00fct\u00fcn kurumlar hemfikir. Bu ortamda FED, yeni parasal geni\u015fleme alternatifini tamamen kald\u0131r\u0131p bir kenara atamaz. Yap\u0131lacak a\u00e7\u0131klaman\u0131n yeni bir parasal geni\u015fleme i\u00e7in erken oldu\u011fu fakat ekonomideki geli\u015fmelerin \u00e7ok yak\u0131ndan takip edildi\u011fi, a\u00e7\u0131klanan verilerin ekonomide toparlanmay\u0131 i\u015faret etti\u011fi ancak hen\u00fcz istenilen d\u00fczeye ula\u015fmad\u0131\u011f\u0131, buna kar\u015f\u0131n i\u015fsizlik oranlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn sevindirici oldu\u011fu y\u00f6n\u00fcnde olma olas\u0131l\u0131\u011f\u0131 olduk\u00e7a y\u00fcksek. Bu tonda bir a\u00e7\u0131klama ise y\u0131k\u0131m getirmese de hisse senetlerinde bir miktar kar realizasyonuna neden olabilir. Fakat ge\u00e7ti\u011fimiz hafta ortaya at\u0131lan \u015fekliyle \u00a0ba\u015f\u0131nda \u201csterilize\u201d ya da ba\u015fka bir kelime olan bir parasal geni\u015fleme \u00fczerinde \u00e7al\u0131\u015f\u0131ld\u0131\u011f\u0131 y\u00f6n\u00fcnde bir a\u00e7\u0131klama gelecek olursa tepkiler \u00e7ok olumlu olacakt\u0131r. \u00d6zetle bug\u00fcn FED\u2019den ne \u015fi\u015f yans\u0131n ne kebap tarz\u0131nda bir a\u00e7\u0131klama gelme olas\u0131l\u0131\u011f\u0131n\u0131 olduk\u00e7a y\u00fcksek g\u00f6r\u00fcyoruz. Bu ger\u00e7ekle\u015fecek olursa da s\u0131k\u0131\u015fan piyasalarda kar realizasyonu i\u00e7in bahane bulunmu\u015f olur. <\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1607286359\"><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><span style=\"font-family: Calibri\">Bug\u00fcn a\u00e7\u0131klanacak \u00f6nemli veriler<\/span><\/strong><\/p>\n<ul>\n<li><span style=\"font-family: Calibri\">12:00 &#8211; AB Mart Ay\u0131 Zew T\u00fcketici G\u00fcven Endeksi<\/span><\/li>\n<li><span style=\"font-family: Calibri\">12:00 &#8211; Almanya Mart Ay\u0131 Zew T\u00fcketici G\u00fcven Endeksi<\/span><\/li>\n<li><span style=\"font-family: Calibri\">14:30 &#8211; ABD \u015eubat ay\u0131 Perakende Sat\u0131\u015flar-Otomotiv Hari\u00e7<\/span><\/li>\n<li><span style=\"font-family: Calibri\">16:00 &#8211; ABD Ocak Ay\u0131 Sanayi Stoklar\u0131<\/span><\/li>\n<li><span style=\"font-family: Calibri\">20:15 &#8211; FED A\u00e7\u0131k Piyasa Komitesi Toplant\u0131s\u0131 Faiz Karar\u0131<\/span><\/li>\n<li><span style=\"font-family: Calibri\">20:35 \u2013 FED\u2019in Bas\u0131n A\u00e7\u0131klamas\u0131n\u0131 Yapmas\u0131 Bekleniyor <\/span><\/li>\n<\/ul>\n<p><strong><span style=\"font-family: Calibri;font-size: small\">\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<br \/>\nMARBA\u015e Menkul De\u011ferler<br \/>\n<\/span><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\"><span style=\"color: #0000ff;font-family: Calibri;font-size: small\">uzeyir.dogan@marbasmenkul.com.tr<\/span><\/a><span style=\"font-size: small\"><span style=\"font-family: Calibri\"><br \/>\nTelefon: (0212) 286 30 00<\/span><\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Haftan\u0131n en kritik g\u00fcn\u00fcndeyiz. Bu ak\u015fam toplanacak FED A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131s\u0131 ard\u0131ndan T\u00fcrkiye saati ile 20:35\u2019te yap\u0131lmas\u0131 beklenen a\u00e7\u0131klamada parasal geni\u015flemeye dair ifadeler&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-12775","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\/12775","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=12775"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12775\/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=12775"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12775"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12775"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}