{"id":12875,"date":"2012-03-15T09:30:12","date_gmt":"2012-03-15T07:30:12","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12875"},"modified":"2012-03-15T09:30:21","modified_gmt":"2012-03-15T07:30:21","slug":"abdnin-banka-stres-testi-stresi-azaltti","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/abdnin-banka-stres-testi-stresi-azaltti\/","title":{"rendered":"ABD\u2019nin Banka Stres Testi, Stresi Azaltt\u0131!"},"content":{"rendered":"<p>Sal\u0131 g\u00fcn\u00fc Fed\u2019in A\u00e7\u0131k Piyasa Komitesi\u2019nin toplant\u0131s\u0131 vard\u0131. Fed, faizleri de\u011fi\u015ftirmedi ve ABD ekonomisinin \u201c\u0131l\u0131ml\u0131\u201d bir \u015fekilde toparland\u0131\u011f\u0131n\u0131 s\u00f6yledi. Piyasalar\u0131n bekledi\u011fi \u201csterilize edilmi\u015f likidite\u201d ya da \u201cIII.BPP\u201d gelmedi!<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-661078683\"><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>Bu a\u00e7\u0131klama \u00f6ncesinde yat\u0131r\u0131m bankas\u0131 JP Morgan\u2019\u0131n hem temett\u00fc miktar\u0131n\u0131 artt\u0131raca\u011f\u0131, hem de hisseleri (geri) alaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 banka hisseleri ba\u015fta olmak \u00fczere ABD piyasalar\u0131n\u0131 y\u00fckseltti. Hem de ne y\u00fckseli\u015f. B\u00fct\u00fcn ABD endeksleri krizdeki en y\u00fcksek seviyelerini g\u00f6rd\u00fc! JP\u2019nin a\u00e7\u0131klamas\u0131 asl\u0131nda i\u015fleri biraz kar\u0131\u015ft\u0131rd\u0131. Zira Fed\u2019in bankalar\u0131n stres testinden ge\u00e7meden temett\u00fc \u00f6dememeleri y\u00f6n\u00fcnde \u201ctavsiye\u201d karar\u0131 vard\u0131. JP\u2019nin a\u00e7\u0131klamas\u0131ndan piyasan\u0131n anlad\u0131\u011f\u0131, bu bankan\u0131n stres testinden ge\u00e7ti\u011fi \u015feklindeydi.<\/p>\n<p>JP b\u00f6yle bir a\u00e7\u0131klama yap\u0131nca; Fed de stres testi sonu\u00e7lar\u0131n\u0131 normalde bug\u00fcn a\u00e7\u0131klayacakken, Sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klamak durumunda kalm\u0131\u015f. Teste tabi tutulan 19 bankadan 15\u2019i testi ge\u00e7mi\u015f. Ally Financial, Citigroup, Suntrast ve Metlife Fed\u2019e g\u00f6re y\u00fczde 5 olmas\u0131 gereken \u201cTier 1 sermaye oran\u0131n\u0131\u201d tutturamam\u0131\u015flar. Her ne kadar a\u00e7\u0131klama piyasalar kapand\u0131ktan sonra yap\u0131lm\u0131\u015f olsa da JP\u2019nin a\u00e7t\u0131\u011f\u0131 yoldan neredeyse t\u00fcm piyasa ge\u00e7ti ve yeni zirveler geldi! (JP\u2019nin piyasalar\u0131 \u201cy\u00f6nlendirmesine\u201d dair bir soru\u015fturma a\u00e7\u0131lacak m\u0131 merakla izleyece\u011fim!)<\/p>\n<p>ABD piyasalar\u0131n\u0131n estirdi\u011fi \u201cmeltem\u201d di\u011fer hisse senedi piyasalar\u0131yla beraber bizim piyasalar\u0131m\u0131z\u0131 da y\u00fckseltti. \u0130MKB 100 Endeksi 60.450 direncini de a\u015farak 60.835\u2019ten kapand\u0131. Bug\u00fcn, yar\u0131n bir \u00f6nceki zirve olan 61.778 seviyesinin test edilmesi, hatta 62.025\u2019teki teknik hedef seviyesine bile \u00e7\u0131k\u0131lmas\u0131 s\u00f6z konusu. Ancak bu seviyelerin a\u015f\u0131lmas\u0131 i\u00e7in ABD borsalar\u0131ndaki co\u015fkunun devam etmesi, Dow Jones\u2019un 13.660 ya da S&amp;P 500 Endeksi\u2019nin 1.435 seviyelerine do\u011fru \u2018yola \u00e7\u0131kmas\u0131\u2019 gerekiyor.<\/p>\n<p>Bu arada olan alt\u0131na oldu ve 1.680 seviyesi de a\u015fa\u011f\u0131 k\u0131r\u0131larak, 1.639\u2019a kadar geriledi. \u0130lk destek 1.610 seviyesinde.<\/p>\n<p>D\u00fcn\u00fcn as\u0131l \u015fa\u015f\u0131rt\u0131c\u0131 geli\u015fmesi \u0130MKB\u2019nin y\u00fczde 2.44 artt\u0131\u011f\u0131 bir g\u00fcnde hem dolar\/TL kurlar\u0131 (1.7940\u2019\u0131 da a\u015farak) 1.8085 seviyesine kadar \u00e7\u0131karken, g\u00f6sterge bono bile\u015fik faizleri 9.47\u2019ye kadar y\u00fckseldi. Bir ba\u015fka deyi\u015fle hem kur, hem faiz hem de borsa y\u00fckseldi ayn\u0131 g\u00fcnde. Asl\u0131na bakarsan\u0131z faiz d\u0131\u015f\u0131ndaki her iki ana piyasadaki hareketler yurtd\u0131\u015f\u0131 kaynakl\u0131. Nas\u0131l ki hisse senetleri d\u0131\u015far\u0131s\u0131 y\u00fckseldi diye y\u00fckseldi, kurlar\u0131n y\u00fckselmesi de di\u011fer geli\u015fmekte olan \u00fclke para birimlerindeki y\u00fckseli\u015ften etkilendi.<\/p>\n<p>Anla\u015f\u0131lan geli\u015fmi\u015f \u00fclkelerdeki stres azald\u0131k\u00e7a, geli\u015fmekte olan \u00fclkelerdeki artacak!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sal\u0131 g\u00fcn\u00fc Fed\u2019in A\u00e7\u0131k Piyasa Komitesi\u2019nin toplant\u0131s\u0131 vard\u0131. Fed, faizleri de\u011fi\u015ftirmedi ve ABD ekonomisinin \u201c\u0131l\u0131ml\u0131\u201d bir \u015fekilde toparland\u0131\u011f\u0131n\u0131 s\u00f6yledi. Piyasalar\u0131n bekledi\u011fi \u201csterilize edilmi\u015f likidite\u201d ya&hellip;<\/p>\n","protected":false},"author":19,"featured_media":910,"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-12875","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\/12875","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\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=12875"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12875\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/910"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=12875"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12875"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12875"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}