{"id":13733,"date":"2012-04-04T07:22:59","date_gmt":"2012-04-04T05:22:59","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=13733"},"modified":"2012-04-04T07:23:13","modified_gmt":"2012-04-04T05:23:13","slug":"seans-oncesi-4-nisan-2012-0830","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-4-nisan-2012-0830\/","title":{"rendered":"Seans \u00d6ncesi &#8211; 4 Nisan 2012 &#8211; 08:30"},"content":{"rendered":"<p>D\u00fcn g\u00fcn boyunca EDirne&#8217;de oldu\u011fum i\u00f6in piyasalara ili\u015fkin yorum vermedim. D\u00fcnk\u00fc geli\u015fmelere bakarasak \u00fc\u00e7 ana haber vard\u0131. Bunlar;<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1535581934\"><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>1) FED toplant\u0131 tutnaklar\u0131 a\u00e7\u0131kland\u0131 ve parasal geni\u015fleme konusunda piyasalar yeniden morallerini bozdu. FED&#8217;in parasal geni\u015flemeye &#8220;evet&#8221; diyebilecek \u00fcye say\u0131s\u0131ndaki azalma nedeniyle \u00f6zellikle geli\u015fmi\u015f \u00fclkelerin borsalar\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 vard\u0131. Paran\u0131n ucunu g\u00f6remeyince sat\u0131\u015f bask\u0131s\u0131 olu\u015ftu\u011funu g\u00f6rd\u00fck.Ayr\u0131ca bu tutanaklar emtialarda da bir miktar gerilemeye neden oldu.<\/p>\n<p>2) Avrupa&#8217;da bor\u00e7 krizindeki \u00fclkelerin tahvillerin de yukar\u0131 hareketler oldu. \u00d6zellikle \u0130spanya&#8217;da i\u015fsizli\u011fin art\u0131yor olmas\u0131, yunanistan&#8217;da bir bankan\u0131n dev bir skandala kar\u0131\u015ft\u0131\u011f\u0131na dair haberler ve \u0130talya&#8217;da da i\u015fg\u00fcc\u00fc piyasas\u0131na ili\u015fkin endi\u015feler Avrupa borsalar\u0131nda geri \u00e7ekilmeye sebep oldu.<\/p>\n<p>3) \u00c7in&#8217;de hizmetler sekt\u00f6r\u00fcne ait PMI endeksindeki h\u0131zl\u0131 art\u0131\u015f ve 58&#8217;e y\u00fckselmesi sonras\u0131nda ABD ve Avrupa geri \u00e7ekilse de geli\u015fmekte olan piyasalar endeksi (MSCI GOP) yukar\u0131 y\u00f6nl\u00fc hafeket ediyordu. HSBC raporuna g\u00f6re \u00f6zellikle Brezilya, Rusya ve \u00c7in gibi geli\u015fmekte olan \u00fclke borslaar\u0131 bu a\u015famadan sonra daha iyi prim sergileyebilir.<\/p>\n<p>\u0130\u00e7eriye bakt\u0131\u011f\u0131m\u0131zda ise enflasyon beklentilerden d\u00fc\u015f\u00fck geldi ve y\u0131ll\u0131k bazda T\u00dcFE 10.43 olarak kald\u0131. Bu a\u015famada d\u0131\u015f tiacret a\u00e7\u0131\u011f\u0131n\u0131n daralmas\u0131, enflasyonun beklenenin alt\u0131nda ger\u00e7ekle\u015fmesi yabanc\u0131lar\u0131n yumu\u015fak ini\u015f senaryolar\u0131n\u0131 destekledi\u011fi i\u00e7in, T\u00fcrkiye d\u00fcn di\u011fer borsalardan olumlu y\u00f6nde ayr\u0131\u015f\u0131rken GOP&#8217;lar\u0131n hafif alt\u0131nda kald\u0131.<\/p>\n<p>Bug\u00fcne bakt\u0131\u011f\u0131mz\u0131da ise sabah saatlerinde dow ve S&amp;P future&#8217;lar\u0131 yakla\u015f\u0131k y\u00fczde 0.35 a\u015fa\u011f\u0131da buluunuyorlar. Dow endeksi 13.200 civar\u0131ndan kapan\u0131\u015f yapt\u0131. 13 binin alt\u0131nda kapan\u0131\u015f yapmad\u0131\u011f\u0131 s\u00fcrece sorun g\u00f6r\u00fclm\u00fcyor. Dax endeksi de 7000 civar\u0131nda kapan\u0131\u015f yapt\u0131. Bu sabah itibariyle Nikkei endeksi y\u00fczde 1.89 a\u015fa\u011f\u0131da bulunurken, Euro-Dolar paritesi de 1.3194 seviyesinde bulunuyor ve d\u00fcn FED tutanalar\u0131 sonras\u0131 sert bir gerileme yapm\u0131\u015ft\u0131. Bug\u00fcn bizim borsa da a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir a\u00e7a\u0131l\u0131\u015f yapar. Fakat d\u00fcn t\u00fcm bu geli\u015fmelere \u00e7ok fazla olumsuz tepki vermeyerek yatay hareket yapm\u0131\u015ft\u0131. Tahminen 62.800-63.200 aral\u0131\u011f\u0131nda hareketler g\u00f6r\u00fcr\u00fcz. Bizim dinamiklerde fazla bir bozulma olmad\u0131\u011f\u0131 i\u00e7in ve son veriler de bizim piyaslaar i\u00e7in iyimser bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131 destekledi\u011fi i\u00e7in yine yatay ve hfif a\u015fa\u011f\u0131 e\u011fimli bir g\u00fcn olabilir. Bug\u00fcn derslerim olmas\u0131 nedeniyle g\u00fcn i\u00e7inde ba\u015fka yorum ge\u00e7emeyece\u011fim. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131n\u0131 diliyorum.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn g\u00fcn boyunca EDirne&#8217;de oldu\u011fum i\u00f6in piyasalara ili\u015fkin yorum vermedim. D\u00fcnk\u00fc geli\u015fmelere bakarasak \u00fc\u00e7 ana haber vard\u0131. Bunlar; 1) FED toplant\u0131 tutnaklar\u0131 a\u00e7\u0131kland\u0131 ve parasal&hellip;<\/p>\n","protected":false},"author":102,"featured_media":9297,"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-13733","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\/13733","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\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=13733"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/13733\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9297"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=13733"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=13733"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=13733"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}