{"id":12884,"date":"2012-03-15T09:46:31","date_gmt":"2012-03-15T07:46:31","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12884"},"modified":"2012-03-15T09:46:31","modified_gmt":"2012-03-15T07:46:31","slug":"anomali-mi-yeni-dunya-duzeni-mi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/anomali-mi-yeni-dunya-duzeni-mi\/","title":{"rendered":"Anomali mi yeni d\u00fcnya d\u00fczeni mi?"},"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 piyasalarda yeni bir geli\u015fme yoktu. \u00d6nceki g\u00fcn ABD\u2019de JP Morgan\u2019dan gelen hisse geri al\u0131m\u0131 ve temett\u00fc miktar\u0131ndaki art\u0131\u015f haberinin etkilerini izledik. D\u00fcn yeni bir geli\u015fme olmamas\u0131na ra\u011fmen piyasalarda \u00e7ok al\u0131\u015f\u0131k olmad\u0131\u011f\u0131m\u0131z bir tablo olu\u015ftu. Dolarda ve faizlerde yukar\u0131 y\u00f6nl\u00fc hareket izledi\u011fimiz bir g\u00fcnde hisse senetlerinde de olduk\u00e7a pozitif bir hava vard\u0131. Bunun yan\u0131nda ba\u015fta de\u011ferli madenler olmak \u00fczere di\u011fer varl\u0131k fiyatlar\u0131nda d\u00fc\u015f\u00fc\u015fler izledik. \u00dclkeler ve b\u00f6lgeler aras\u0131nda ayr\u0131\u015fma bekledi\u011fimiz bir d\u00f6nemde ayr\u0131\u015fman\u0131n piyasalar aras\u0131nda olmas\u0131 bizleri \u015fa\u015f\u0131rtt\u0131. Hisse senetleri piyasalar\u0131 JP Morgan haberini fiyatlamay\u0131 tercih ederken, di\u011fer piyasalarda parasal geni\u015fleme olmayacak alg\u0131s\u0131 fiyatlamada etkili oldu. Bu ayr\u0131\u015fman\u0131n kal\u0131c\u0131 olaca\u011f\u0131na dair hen\u00fcz bir i\u015faret ya da sebep bulabilmi\u015f de\u011filiz. Bu nedenle piyasalarda d\u00fcn ya\u015fanan bu geli\u015fmeyi \u015fimdilik bir anomali yani normal d\u00fczenden k\u0131sa s\u00fcreli bir sapma olarak g\u00f6r\u00fcyoruz. <\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4215468052\"><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\">\u0130\u00e7eride kurlara dikkat<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">D\u00fcn piyasalar aras\u0131ndaki en net ayr\u0131\u015fmalardan biri de \u0130MKB ile d\u00f6viz sepeti aras\u0131nda ya\u015fand\u0131. D\u00fcn \u0130MKB\u2019de %2\u2019nin \u00fczerinde art\u0131\u015flar ya\u015fan\u0131rken d\u00f6viz sepeti de 2,06\u2019dan 2,0850\u2019nin \u00fczerine bir hareket ger\u00e7ekle\u015ftirdi. Bu hareket i\u00e7inde daha \u00e7ok takip edilen dolar kuru ise g\u00fcn i\u00e7inde 1,78 civar\u0131ndan 1,8050\u2019ye kadar bir \u00e7\u0131k\u0131\u015f ger\u00e7ekle\u015ftirirken, ak\u015fam saatlerinde yurtd\u0131\u015f\u0131 i\u015flemlerde 1,8150 civar\u0131 test edildi. Bizce i\u00e7eride \u015fuan takip edilmesi gereken en \u00f6nemli g\u00f6stergelerden biri kurlar. Kurlar\u0131n yukar\u0131 y\u00f6nl\u00fc hareketini devam ettirmesi TCMB\u2019nin m\u00fcdahalesini g\u00fcndeme getirecektir. D\u00f6viz sat\u0131m ihaleleri \u00f6ncesinde TCMB\u2019nin aktif olarak kulland\u0131\u011f\u0131 faiz koridoru yeniden akla gelebilir ve TCMB TL fonlamas\u0131ndaki maliyetleri yani gecelik bor\u00e7 verme faizlerini band\u0131n \u00fcst s\u0131n\u0131rlar\u0131na do\u011fru \u00e7ekebilir. Bu da ba\u015fta bankalar olmak \u00fczere hisse senetlerinde negatif etkiye neden olacakt\u0131r. TCMB\u2019nin m\u00fcdahalesi gecikir ve kurlar yukar\u0131 y\u00f6nl\u00fc seyrini devam ettirecek olursa da \u0130MKB\u2019deki y\u00fckseli\u015fin devam etmesinin zor olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Bu nedenle bug\u00fcnden itibaren dolar kurunu ve d\u00f6viz sepetini daha yak\u0131ndan takip etmek gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. <\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Bug\u00fcne dair\u2026<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Bug\u00fcn i\u00e7eride saat 10:00\u2019da a\u00e7\u0131klanacak olan aral\u0131k ay\u0131 i\u015fsizlik oranlar\u0131n\u0131 takip edece\u011fiz. D\u0131\u015far\u0131da ise ana trendi de\u011fi\u015ftirecek g\u00fc\u00e7te olmasa da g\u00fcn i\u00e7i hareketlili\u011fe neden olabilecek veriler \u015f\u00f6yle:<\/span><\/p>\n<ul style=\"text-align: justify\">\n<li><span style=\"font-family: Calibri\">12:00 &#8211; AB 4. \u00c7eyrek \u0130\u015fsizlik Oran\u0131<\/span><\/li>\n<li><span style=\"font-family: Calibri\">14:30 &#8211; ABD Mart Ay\u0131 FED Sanayi Endeksi<\/span><\/li>\n<li><span style=\"font-family: Calibri\">14:30 &#8211; ABD \u015eubat Ay\u0131 \u00dcFE (A\/A &amp; Y\/Y)<\/span><\/li>\n<li><span style=\"font-family: Calibri\">14:30 &#8211; ABD Haftal\u0131k \u0130\u015fsizlik Ba\u015fvurular\u0131 <\/span><\/li>\n<li><span style=\"font-family: Calibri\">16:00 &#8211; ABD Mart Ay\u0131 Philadelphia Fed \u0130malat Endeksi <\/span><\/li>\n<\/ul>\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 piyasalarda yeni bir geli\u015fme yoktu. \u00d6nceki g\u00fcn ABD\u2019de JP Morgan\u2019dan gelen hisse geri al\u0131m\u0131 ve temett\u00fc miktar\u0131ndaki art\u0131\u015f haberinin etkilerini izledik. D\u00fcn yeni bir&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-12884","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\/12884","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=12884"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12884\/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=12884"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12884"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}