{"id":13797,"date":"2012-04-05T09:01:43","date_gmt":"2012-04-05T07:01:43","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=13797"},"modified":"2012-04-05T09:01:43","modified_gmt":"2012-04-05T07:01:43","slug":"ab-cark-ediyor-iceride-tesvik-umudu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ab-cark-ediyor-iceride-tesvik-umudu\/","title":{"rendered":"AB \u00e7ark ediyor, i\u00e7eride te\u015fvik umudu"},"content":{"rendered":"<p style=\"text-align: justify\" align=\"center\"><strong><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Fed\u2019in ard\u0131ndan d\u00fcn de Avrupa Merkez Bankas\u0131\u2019ndan (ECB) parasal geni\u015flemeye dair hi\u00e7bir mesaj \u00e7\u0131kmamas\u0131 sat\u0131\u015flar\u0131 sertle\u015ftirdi. ECB Ba\u015fkan\u0131 Draghi ger\u00e7ekle\u015ftirilen likidite ihalesinin sonu\u00e7lar\u0131n\u0131n izlendi\u011fini ifade ederken, parasal geni\u015fleme ile ters ili\u015fkisi olan enflasyon vurgusu yapmas\u0131 ECB\u2019nin de k\u0131sa vadeli plan\u0131nda yeni bir likidite ihalesi ya da farkl\u0131 bir yollarla parasal geni\u015fleme olmad\u0131\u011f\u0131 izlenimini do\u011furdu. Uzun bir s\u00fcredir likidite haberi ya da beklentileriyle y\u00fckseli\u015flerini koruyan borsalar i\u00e7in bu iki bankadan gelen haber olduk\u00e7a olumsuz. Fakat d\u00fcnk\u00fc yorumumuzda da de\u011findi\u011fimiz gibi hen\u00fcz parasal geni\u015fleme senaryosunun tamamen ortadan kalkt\u0131\u011f\u0131 fikrinin fiyatland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnm\u00fcyoruz. E\u011fer piyasalarda bu d\u00fc\u015f\u00fcnce a\u011f\u0131r basacak olursa sat\u0131\u015f dalgas\u0131 \u00e7ok daha sert olabilir ve daha uzun vadeye yay\u0131labilir. Bunun i\u00e7in hen\u00fcz erken oldu\u011fu kanaatindeyiz. <\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-750117788\"><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\">Avrupa yine \u00e7ark etmeye ba\u015flad\u0131<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">K\u00fcresel ekonominin en b\u00fcy\u00fck kamburu Avrupa\u2019dan yine olumsuz haberler gelmeye ba\u015flad\u0131. Hat\u0131rlanacak olursa hafta ba\u015f\u0131nda \u0130spanya ve \u0130talya\u2019n\u0131n bu hafta yak\u0131ndan takip edilmesi gerekti\u011fini vurgulam\u0131\u015ft\u0131k. D\u00fcn ilk olumsuz havada \u0130spanya\u2019da faizlerdeki s\u0131\u00e7rama dikkat \u00e7ekti. Benzer \u015fekilde \u0130talya\u2019da da faizler yeniden y\u00fckseli\u015f e\u011filiminde. Ba\u015fta \u0130spanya olmak \u00fczere \u0130talya ve di\u011fer sorunlu \u00fclkeler yeniden g\u00fcndeme gelmeye ba\u015flayabilir. K\u00fcresel ekonomi i\u00e7in en b\u00fcy\u00fck risk buradaki geli\u015fmeler. AB krizinin yeniden hortlamas\u0131 t\u00fcm k\u00fcrese sert sat\u0131\u015flara neden olabilir. D\u00fcn AB\u2019den gelen PMI hizmet verileri ve perakende sat\u0131\u015flar da AB\u2019de i\u015flerin yolunda gitmedi\u011fini teyit etti. Resmi olarak a\u00e7\u0131klanmasa da AB\u2019nin resesyonda oldu\u011fu neredeyse kesin. Gelen veriler bunu teyit eder nitelikte. \u00d6zetle piyasalarda sert bir sat\u0131\u015f s\u00fcreci ba\u015flayacak olursa bunun nedeni Merkez Bankalar\u0131\u2019n\u0131n a\u00e7\u0131klamalar\u0131 de\u011fil, AB\u2019de krizin yeniden g\u00fcndeme gelmesi olacakt\u0131r. Bu nedenle ba\u015fta \u0130spanya ve \u0130talya olmak \u00fczere AB\u2019nin sorunlu \u00fclkelerini takip etmekte fayda var. Yunanistan\u2019da a\u011fz\u0131 yanan kurumlar buralarda ba\u015f g\u00f6sterecek bir pani\u011fi kaosa \u00e7evirebilir. \u00a0<\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Te\u015fvik paketi umudu<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">Bug\u00fcn 13:00\u2019da Ba\u015fbakan Erdo\u011fan, uzun s\u00fcredir \u00fczerinde \u00e7al\u0131\u015f\u0131lan te\u015fvik paketini a\u00e7\u0131klayacak. A\u00e7\u0131klanacak te\u015fvik paketi hisse bazl\u0131 sert hareketlere neden olabilir. Bunun yan\u0131nda ekonominin geneline ili\u015fkin a\u00e7\u0131klamalar da \u00f6n plana \u00e7\u0131kabilir. Hat\u0131rlanacak olursa ocak ay\u0131nda Ba\u015fbakan Erdo\u011fan\u2019\u0131n ne pahas\u0131na olursa olsun b\u00fcy\u00fcmenin sa\u011flanaca\u011f\u0131n\u0131 ve s\u0131f\u0131r reel faiz politikas\u0131n\u0131n hedeflendi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan \u0130MKB\u2019de \u00e7ok g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f dalgas\u0131 ba\u015flam\u0131\u015ft\u0131. Bug\u00fcnk\u00fc konu\u015fma da yine \u00f6n plana \u00e7\u0131kabilecek ifadeler yer alabilir. Bu nedenle bu a\u00e7\u0131klamalar\u0131 takip etmekte fayda var. <\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">\u0130MKB 100 teknik g\u00f6r\u00fcn\u00fcm<\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-family: Calibri\">D\u00fcn yurtd\u0131\u015f\u0131 piyasalarda ya\u015fanan bask\u0131 \u0130MKB\u2019de de hissedildi. Bug\u00fcn de yurtd\u0131\u015f\u0131 ile genel olarak korelasyonun sa\u011flanmas\u0131n\u0131 beklemekle birlikte 13:00\u2019da Ba\u015fbakan Erdo\u011fan\u2019\u0131n a\u00e7\u0131klayaca\u011f\u0131 te\u015fvik paketi hisse bazl\u0131 sert hareketlere neden olabilir. Bug\u00fcn \u0130MKB 100\u2019de a\u015fa\u011f\u0131da 62,300 takip edece\u011fimiz en \u00f6nemli seviye. Bu seviyenin hemen alt\u0131nda ise 61,700 deste\u011fi mevcut. Endeks bug\u00fcn de 62,300 \u00fczerinde tutunabilecek olursa yeniden 63,000 denemesi gelebilir. Her ne kadar d\u00fcn sat\u0131\u015flar ya\u015fansa da \u0130MKB\u2019nin yurtd\u0131\u015f\u0131na g\u00f6re g\u00fc\u00e7l\u00fc oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Buna kar\u015f\u0131n 63,000 \u00fczerinde yeni bir kapan\u0131\u015f ihtimali g\u00f6rmedi\u011fimiz s\u00fcrece al\u0131m i\u00e7in erken oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Yukar\u0131da takip edece\u011fimiz en \u00f6nemli diren\u00e7 63,000, bu seviyenin \u00fczerinde ise 63,600 ve 64,400\u2019\u00fc takip ediyor olaca\u011f\u0131z. <\/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><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3067497983\"><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","protected":false},"excerpt":{"rendered":"<p>Fed\u2019in ard\u0131ndan d\u00fcn de Avrupa Merkez Bankas\u0131\u2019ndan (ECB) parasal geni\u015flemeye dair hi\u00e7bir mesaj \u00e7\u0131kmamas\u0131 sat\u0131\u015flar\u0131 sertle\u015ftirdi. ECB Ba\u015fkan\u0131 Draghi ger\u00e7ekle\u015ftirilen likidite ihalesinin sonu\u00e7lar\u0131n\u0131n izlendi\u011fini ifade&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-13797","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\/13797","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=13797"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/13797\/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=13797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=13797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=13797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}