{"id":12836,"date":"2012-03-14T12:15:11","date_gmt":"2012-03-14T10:15:11","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12836"},"modified":"2012-03-14T12:15:11","modified_gmt":"2012-03-14T10:15:11","slug":"likidite-rallisi-bitmistir-verileri-izleme-vakti","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/likidite-rallisi-bitmistir-verileri-izleme-vakti\/","title":{"rendered":"Likidite rallisi bitmi\u015ftir, verileri izleme vakti"},"content":{"rendered":"<p style=\"text-align: justify\" align=\"center\"><strong><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">D\u00fcn beklenen FED toplant\u0131s\u0131 ger\u00e7ekle\u015fti. FED\u2019den yap\u0131lan a\u00e7\u0131klamada petrol fiyatlar\u0131ndaki art\u0131\u015fa yap\u0131lan vurgu haricinde \u00e7ok \u00f6nemli bir de\u011fi\u015fiklik yoktu. FED ekonomideki \u0131l\u0131ml\u0131 b\u00fcy\u00fcmenin devam etti\u011fini, i\u015fsizlik oranlar\u0131ndaki azal\u0131\u015f\u0131n kayda de\u011fer oldu\u011funu ama i\u015fsizli\u011fin hala y\u00fcksek seyretti\u011fini dile getirdi. Bunun yan\u0131nda petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n enflasyon \u00fczerinde ge\u00e7ici etkileri olaca\u011f\u0131 vurguland\u0131. \u00d6zetle FED yeni parasal geni\u015fleme konusunda hi\u00e7bir \u015fey s\u00f6ylemedi. Hat\u0131rlanacak olursa d\u00fcnk\u00fc yorumumuzda a\u00e7\u0131klaman\u0131n bu do\u011frultuda olmas\u0131n\u0131 bekledi\u011fimizi bunun da piyasalarda bir miktar kar realizasyonuna neden olabilece\u011fini belirtmi\u015ftik. Fakat d\u00fcn ABD endekslerinde %1,5\u2019i \u00e7ana y\u00fckseli\u015fler ya\u015fand\u0131. Bu y\u00fckseli\u015flerin ard\u0131nda FED\u2019in karar\u0131 de\u011fil FED\u2019in stres testine tabi tutulan 19 bankadan 18\u2019inin testi ge\u00e7mi\u015f olmas\u0131 ve daha da \u00f6nemlisi JP Morgan\u2019dan gelen haberler yer ald\u0131. JP Morgan temett\u00fc miktar\u0131n\u0131 5 cent artt\u0131rd\u0131\u011f\u0131n\u0131 ve hisse geri al\u0131m program\u0131 ba\u015flatt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bankalar\u0131n yeniden temett\u00fc da\u011f\u0131t\u0131m\u0131na ba\u015flamas\u0131 ve kriz s\u00fcrecinde satmak olduklar\u0131 hisseleri geri almaya ba\u015flam\u0131\u015f olmas\u0131 olduk\u00e7a \u00f6nemli bir geli\u015fme, bu haberle birlikte de ABD\u2019de banka hisselerinde \u00e7ok sert \u00e7\u0131k\u0131\u015flar vard\u0131. JP Morgan bu haber sonras\u0131 %7 y\u00fckseldi. Bundan sonra ne olacak derseniz d\u00fcn fiyatlamaya girmeyen FED\u2019in parasal geni\u015flemeden bahsetmemi\u015f olmas\u0131n\u0131n akla gelmesi muhtemel. D\u00fcn hisse senetleri haricinde di\u011fer fiyatlamalarda bu haber a\u011f\u0131r bast\u0131. Bir s\u00fcre sonra piyasalar aras\u0131nda olu\u015fan bu fark dengelenebilir d\u00fc\u015f\u00fcncesindeyiz. <\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1780174523\"><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\">\u00c7in parasal geni\u015fleme yok dedi<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">G\u00fcn\u00fcn en \u00f6nemli haberlerinden biri \u00c7in Ba\u015fbakan\u0131\u2019n\u0131n, devlet borcunun art\u0131\u011f\u0131n\u0131 ve yeniden yap\u0131lanma i\u00e7in daha d\u00fc\u015f\u00fck b\u00fcy\u00fcme oranlar\u0131n\u0131n gerekebilece\u011fini ifade etmesi oldu. Bu a\u00e7\u0131klama \u00c7in\u2019de beklendi\u011fi gibi bir parasal geni\u015fleme ihtimalinin olduk\u00e7a d\u00fc\u015f\u00fck oldu\u011funu hatta senaryolar aras\u0131nda yer almad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. AB\u2019den ve ABD\u2019den yeni parasal geni\u015fleme mesaj\u0131 alamayan piyasalar i\u00e7in tek umut Asya ve \u00c7in olmu\u015ftu. D\u00fcnyan\u0131n ikinci b\u00fcy\u00fck ekonomisinin de parasal geni\u015fleme yok mesaj\u0131 vermesi likidite rallisinin sonuna yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 i\u015faret ediyor. Bundan sonra gelen veriler \u00e7ok daha \u00f6nemli olacakt\u0131r. D\u00fcn AB\u2019den ve ABD\u2019den a\u00e7\u0131klanan verilerin olumlu olmas\u0131 piyasalar\u0131n tutunmas\u0131ndaki en \u00f6nemli etkendi. Bir s\u00fcre olumlu veriler piyasalar\u0131 tutmaya \u00e7al\u0131\u015facakken, a\u00e7\u0131klanacak bir olumsuz veri ile sert sat\u0131\u015flar\u0131n geldi\u011fini g\u00f6rebiliriz.\u00a0 \u00a0<\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">\u00d6zetle\u2026<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Piyasalar d\u00fcn FED\u2019den <strong>gelmeyen<\/strong> parasal geni\u015fleme a\u00e7\u0131klamas\u0131 ve bug\u00fcn \u00c7in Ba\u015fbakan\u0131\u2019ndan gelen parasal geni\u015fleme yok mesaj\u0131na ra\u011fmen \u00c7in haricinde \u00e7ok fazla etkilenmi\u015fe benzemiyor. JP Morgan\u2019\u0131n ate\u015fledi\u011fi ralli nereye kadar devam edebilecek onu g\u00f6rece\u011fiz. Fakat ba\u015fta da de\u011findi\u011fimiz gibi \u015fuan bu olumlu havan\u0131n sadece hisse sentlerine yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Di\u011fer piyasalarda bu iyimserli\u011fi g\u00f6remiyoruz, bu da bizi tedirgin ediyor.\u00a0\u00a0 \u00a0<\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">\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>D\u00fcn beklenen FED toplant\u0131s\u0131 ger\u00e7ekle\u015fti. FED\u2019den yap\u0131lan a\u00e7\u0131klamada petrol fiyatlar\u0131ndaki art\u0131\u015fa yap\u0131lan vurgu haricinde \u00e7ok \u00f6nemli bir de\u011fi\u015fiklik yoktu. FED ekonomideki \u0131l\u0131ml\u0131 b\u00fcy\u00fcmenin devam etti\u011fini,&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-12836","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\/12836","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=12836"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12836\/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=12836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}