{"id":13402,"date":"2012-03-27T10:52:08","date_gmt":"2012-03-27T08:52:08","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=13402"},"modified":"2012-03-27T11:52:24","modified_gmt":"2012-03-27T09:52:24","slug":"piyasalar-bernanke-ile-costu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalar-bernanke-ile-costu\/","title":{"rendered":"Piyasalar Bernanke ile Co\u015ftu"},"content":{"rendered":"<p><strong>DESTEK MESAJI HER YERDEN DUYULDU<\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-663764683\"><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>13 Mart\u2019ta ekonomiye ili\u015fkin g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yukar\u0131 y\u00f6nde revize eden FED sonras\u0131nda k\u00fcresel varl\u0131k fiyatlar\u0131nda \u00e7alkant\u0131lar ya\u015fanm\u0131\u015ft\u0131. ABD Dolar\u0131 g\u00f6receli olarak g\u00fc\u00e7 kazan\u0131rken geli\u015fmi\u015f \u00fclkelerde tahvil faizleri y\u00fckselmi\u015f ve FED\u2019den beklenen faiz art\u0131\u015f hamlesine ili\u015fkin tahminler \u00f6ne \u00e7ekilmi\u015fti. 2 hafta boyunca a\u00e7\u0131klamalar yapan FED b\u00f6lgesel ba\u015fkanlar\u0131n\u0131n da ekonomiye ili\u015fkin olumlu g\u00f6r\u00fc\u015fleriyle beraber ABD\u2019den gelecek yeni bir tur varl\u0131k al\u0131m\u0131 beklentisi zay\u0131flam\u0131\u015ft\u0131. D\u00fcn yapt\u0131\u011f\u0131 konu\u015fmada bu trendi tersine \u00e7eviren Ba\u015fkan Bernanke ile beraber riskli varl\u0131klarda yenilenmi\u015f al\u0131mlar g\u00f6r\u00fcld\u00fc. \u0130\u015f g\u00fcc\u00fc piyasas\u0131ndaki geli\u015fmelerin pozitif bir bak\u0131\u015f a\u00e7\u0131s\u0131yla izlendi\u011fini ancak emek piyasas\u0131n\u0131n deste\u011fe ihtiyac\u0131 oldu\u011funu belirten Ba\u015fkan g\u00fcn\u00fcn sonunda bu iyile\u015fmenin arz ve talebe de yans\u0131mas\u0131 gerekti\u011fini belirtti. Arz ve talep yaratmak i\u00e7in de \u2018Hayli Destekleyici\u2019 politikan\u0131n s\u00fcrmesi gerekti\u011fine inand\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu ifadelerle beraber aniden canlanan risk talebi ABD\u2019de borsalar\u0131 yeni y\u00fckseklere ta\u015f\u0131rken S&amp;P 500 Endeksi % 1.39 art\u0131\u015fla 1.416 puana t\u0131rmand\u0131. Dow Jones Sanayi Endeksi % 1.23 y\u00fckseli\u015fle 13.241 seviyesine y\u00fckseldi. ABD 10 y\u0131ll\u0131k tahvilinin faizi % 2.2533 bile\u015fikten al\u0131c\u0131 bulurken S&amp;P 500 Endeksi vadeli i\u015flemlerde % 0.04 primli i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p><strong>ASYA\u2019DA PART\u0130 DEVAM ED\u0130YOR<\/strong><\/p>\n<p>Yeni tur varl\u0131k al\u0131m\u0131n\u0131n masada olmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki inanc\u0131n k\u0131r\u0131lmas\u0131yla MSCI Asya Endeksi % 1.7 ralli yapt\u0131. B\u00f6ylece ge\u00e7en hafta olu\u015fan ve 12 hafta sonra gelen sat\u0131\u015flar\u0131n bir k\u0131sm\u0131 telafi edilmi\u015f oldu. Japonya\u2019da al\u0131mlar\u0131n Nikkei i\u00e7in % 2.19\u2019a var\u0131rken Dolar \/ Yen\u2019de 82.86\u2019l\u0131k de\u011fer g\u00f6r\u00fcl\u00fcyor. D\u00fc\u015fen Yen \u00f6zellikle ihracat\u00e7\u0131 \u015firketlere moral verirken y\u0131l ba\u015f\u0131ndn bu yana para birimindeki d\u00fc\u015f\u00fc\u015f % 7\u2019yi ge\u00e7mi\u015f durumda. \u00c7in\u2019de hisse senetleri Goldman Sachs\u2019\u0131n al\u0131m y\u00f6n\u00fcndeki tavsiyesine ra\u011fmen \u00e7ok da i\u015ftahl\u0131 de\u011filler. Ekonomik yava\u015flama ve politika yap\u0131c\u0131lar taraf\u0131ndan buna verilmeyen tepkiyle beraber hisse senetleri % 0.12 geriliyor. Di\u011fer yandan Hong Kong\u2019da i\u015flem g\u00f6ren \u2018H\u2019 tipi hisseler ise % 2.01 primli. 10 Asya para biriminden olu\u015fan ADXY Endeksi % 0.02 d\u00fc\u015f\u00fc\u015fte. Yava\u015flayan \u00c7in\u2019le Ticari ili\u015fkisi ekonomisi \u00fczerinde hayli etkili olan Avustralya para birimi % 0.17 de\u011fer yitirirken bir di\u011fer benzer para birimi Yeni Zelanda Dolar\u0131 ise % 0.15 a\u015fa\u011f\u0131da ve ibre k\u0131rm\u0131z\u0131y\u0131 g\u00f6steriyor.<\/p>\n<p><strong>EMT\u0130A SIRADA<\/strong><\/p>\n<p><strong><\/strong>Bernanke sonras\u0131 zay\u0131flayan Dolar ve b\u00fc\u00fcymeyi destekleyici politikalar mesaj\u0131yla art\u0131\u015f kaydeden emtiada moraller y\u00fcksek. 24 ham maddeden olu\u015fturulmu\u015f S&amp;P GSCI Emtia Endeksi % 0.28 g\u00fc\u00e7lenirken \u00f6zellikle de\u011ferli metaller bu haberleri \u00e7ok sevdi. Spot alt\u0131nda % 2\u2019ye varan al\u0131mlar\u0131n ard\u0131ndan ons ba\u015f\u0131na 1.689 Dolar seviyesi okunurken nakit g\u00fcm\u00fc\u015fte de 32.8475 Dolar g\u00f6r\u00fcld\u00fc. Platin ve paladyumda da al\u0131mlar g\u00f6r\u00fcl\u00fcrken sabah saatlerinde resim kar\u0131\u015f\u0131k. \u00d6zellikle \u00c7in\u2019den gelmeyen destek ile beklemede kalan bak\u0131rda da vadeli i\u015flemlerde % 0.18\u2019lik d\u00fc\u015f\u00fc\u015f var. G\u00fcney Amerika haberlerinin domine etti\u011fi tar\u0131m \u00fcr\u00fcnlerinde bir di\u011fer \u00f6nemli tema ise ABD\u2019li yeti\u015ftiricilerin i\u015ftah\u0131. Di\u011fer yandan stok tahminlerindeki yan\u0131lma paylar\u0131n\u0131n artmas\u0131yla fiyatlar da bo\u015fluklar\u0131 kapatmakta zorlan\u0131rken ABD Tar\u0131m Bakanl\u0131\u011f\u0131\u2019n\u0131n son beklenen raporu 30 Mart\u2019ta a\u00e7\u0131klanacak. A\u00e7\u0131klamalar \u00f6ncesinde m\u0131s\u0131r, soya ve bu\u011fdayda s\u0131n\u0131rl\u0131 art\u0131\u015flar ya\u015fan\u0131yor.<\/p>\n<p><strong>YURT \u0130\u00c7\u0130NDE G\u00dcNDEM YO\u011eUN<\/strong><\/p>\n<p>Yurt d\u0131\u015f\u0131nda olumlu havan\u0131n fitili yeniden ate\u015flenirken yurt i\u00e7inde de pozitif ayr\u0131\u015fma ya\u015fand\u0131. Derecelendirme kurulu\u015fu S&amp;P\u2019nin T\u00fcrkiye de\u011ferlendirmesinde sosyal g\u00fcvenlik reformunun kapsaml\u0131 \u015fekilde yap\u0131lmas\u0131 ya da makro dengesizliklerin giderilmesi halinde kredi notunun artabilece\u011fi belirtilirken bu dengesizliklerin s\u00fcrmesi halinde ise notun ayn\u0131 kalabilece\u011fi belirtildi. 2011 Eyl\u00fcl ay\u0131nda BBB- olarak belirlenen uzun vadeli kredi notu pozitif izlemeye al\u0131nm\u0131\u015ft\u0131. \u0130hracata dayal\u0131 b\u00fcy\u00fcme modeline ge\u00e7i\u015f yap\u0131lmas\u0131 halinde de notun artabilece\u011fini a\u00e7\u0131klayan derecelendirme kurulu\u015funun a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan faiz ve d\u00f6viz kurlar\u0131nda s\u0131n\u0131rl\u0131 gerileme ya\u015fan\u0131rken \u0130MKB 100 Endeksi ise ralliye kat\u0131ld\u0131.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4013424384\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\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>\u0130MKB 100 Endeksi % 1.86 artarken kapan\u0131\u015f 62.561 d\u00fczeyinden yap\u0131ld\u0131. Citigroup\u2019un hisse azaltaca\u011f\u0131 haberleri ile Akbank % 3.31 gerilerken banka hisseleri % 1.38 art\u0131\u015f kaydettiler. Sanayi hisseleri ise g\u00fcn\u00fc % 1.7 y\u00fckseli\u015fle tamamlad\u0131lar. Bug\u00fcn izlenecek bir di\u011fer \u00f6nemli g\u00fcndem maddesi ise Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131 olacak. Para Politikas\u0131 Kurulu\u2019ndan bir de\u011fi\u015fiklilk beklenmezken bankan\u0131n \u00f6n\u00fcm\u00fczdeki toplant\u0131larda bankalar\u0131n kendi nezdinde tuttu\u011fu zorunlu kar\u015f\u0131l\u0131klar\u0131n kompozisyonunda de\u011fi\u015fikli\u011fe gitmesi bekleniyor. \u015eu anki duruma g\u00f6re zorunlu kar\u015f\u0131l\u0131klar\u0131n % 40\u2019\u0131 d\u00f6viz cinsinden tutulabilirken % 10\u2019u ise alt\u0131n cinsinden saklanabiliyor.<\/p>\n<p>BloombergHT<\/p>\n","protected":false},"excerpt":{"rendered":"<p>DESTEK MESAJI HER YERDEN DUYULDU 13 Mart\u2019ta ekonomiye ili\u015fkin g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yukar\u0131 y\u00f6nde revize eden FED sonras\u0131nda k\u00fcresel varl\u0131k fiyatlar\u0131nda \u00e7alkant\u0131lar ya\u015fanm\u0131\u015ft\u0131. ABD Dolar\u0131 g\u00f6receli olarak&hellip;<\/p>\n","protected":false},"author":2,"featured_media":13403,"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-13402","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\/13402","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=13402"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/13402\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/13403"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=13402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=13402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=13402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}