{"id":14054,"date":"2012-04-11T09:19:36","date_gmt":"2012-04-11T07:19:36","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=14054"},"modified":"2012-04-11T09:19:36","modified_gmt":"2012-04-11T07:19:36","slug":"veriler-olumlu-ama-suriye-imkbyi-zayiflatiyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/veriler-olumlu-ama-suriye-imkbyi-zayiflatiyor\/","title":{"rendered":"Veriler olumlu ama Suriye \u0130MKB\u2019yi zay\u0131flat\u0131yor"},"content":{"rendered":"<h4 style=\"text-align: justify\" align=\"center\"><strong><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Avrupa\u2019da de\u011fi\u015fen tek \u015feyin zaman oldu\u011funu bir kez daha g\u00f6rd\u00fck. Yang\u0131n duvar\u0131 olarak bilinen Avrupa krizi ile m\u00fccadele fonunun b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn d\u00fc\u015f\u00fck kalmas\u0131n\u0131n etkilerini g\u00f6rmeye ba\u015flad\u0131k bile. \u0130spanya ve \u0130talya\u2019da yat\u0131r\u0131mc\u0131lar resmen panik havas\u0131na b\u00fcr\u00fcnd\u00fc. D\u00fcn \u0130talya\u2019da Milano endeksinde %5\u2019e yakla\u015fan d\u00fc\u015f\u00fc\u015f\u00fc ve faizlerdeki h\u0131zl\u0131 t\u0131rman\u0131\u015f\u0131 a\u00e7\u0131klayacak ba\u015fka bir ifade bulamad\u0131k. Benzer \u015fekilde \u0130spanya\u2019da %3\u2019e yakla\u015fan sert d\u00fc\u015f\u00fc\u015f ve 10 y\u0131ll\u0131k faizlerin kritik e\u015fik olarak %6\u2019ya dayanmas\u0131 endi\u015felerimizi artt\u0131r\u0131yor. Endi\u015felerimizi artt\u0131ran bir ba\u015fka unsur da borsalarda ve faizlerde kriz fiyatlamas\u0131 yap\u0131l\u0131rken bu \u00fclkeler hakk\u0131nda genel a\u00e7\u0131klamalar\u0131n d\u0131\u015f\u0131nda somut bir olumsuz durumun a\u00e7\u0131klanmam\u0131\u015f olmas\u0131. Bug\u00fcn k\u00fcresel risk i\u015ftah\u0131 d\u00fc\u015f\u00fck seyretmeye devam eder ve Avrupa Merkez Bankas\u0131 taraf\u0131ndan bu \u00fclkelerin tahvillerinde bir al\u0131m ger\u00e7ekle\u015ftirilmezse panik havas\u0131 daha da artabilir. Avrupa\u2019da bu iki \u00fclkeyi yak\u0131ndan takip etmekte fayda var. Bu \u00fclkelerin g\u00f6stergelerinde bir d\u00fczelme ba\u015flamadan AB taraf\u0131ndaki risklerin getirdi\u011fi negatif hava azalmayacakt\u0131r. \u00a0<\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong><span style=\"font-family: Calibri\">Alcoa s\u00fcrpriz yapt\u0131<\/span><\/strong><\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">ABD\u2019de d\u00fcn al\u00fcminyum devi Alcoa ile ilk \u00e7eyrek bilan\u00e7o d\u00f6nemi resmen ba\u015flam\u0131\u015f oldu. 4 cent zarar a\u00e7\u0131klamas\u0131 beklenen Alcoa, 9 cent kar a\u00e7\u0131klayarak s\u00fcrpriz yapt\u0131. ABD\u2019de piyasalar\u0131n kapan\u0131\u015f\u0131n\u0131n ard\u0131ndan gelen bu bilan\u00e7o sonras\u0131 ABD\u2019de endeksler vadeli piyasalarda bu sabah hafif art\u0131da seyrediyor. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong><span style=\"font-family: Calibri\">Cari a\u00e7\u0131k ve istisnai g\u00fcn<\/span><\/strong><\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Bu sabah b\u00fclteni geciktirmemizdeki temel nedenler cari a\u00e7\u0131k verisini g\u00f6rmek ve TCMB\u2019nin repo ihalesi konusundaki karar\u0131n\u0131 beklemekti. Cari a\u00e7\u0131k \u015fubat ay\u0131nda 4 milyar 217 milyon dolar olarak ger\u00e7ekle\u015fti. Beklenti bu a\u00e7\u0131\u011f\u0131n 4 milyar 633 milyon dolar olarak ger\u00e7ekle\u015fmesi y\u00f6n\u00fcnde idi. Ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6neminde bu rakam 6 milyar 40 milyon dolar civar\u0131ndayd\u0131. Daha \u00f6nceki b\u00fcltenlerde de vurgulad\u0131\u011f\u0131m\u0131z \u00fczere yurti\u00e7inde gelen veriler umut \u0131\u015f\u0131\u011f\u0131 olmaya devam ediyor. Cari a\u00e7\u0131k ve enflasyonda d\u00fc\u015f\u00fc\u015f e\u011filimi devam ederken, sanayi \u00fcretimi ve b\u00fcy\u00fcmeye y\u00f6nelik beklentiler de yumu\u015fak ini\u015f senaryosunun ba\u015far\u0131yla ger\u00e7ekle\u015fti\u011fi alg\u0131s\u0131n\u0131 kuvvetlendiriyor. Bu durum T\u00fcrkiye\u2019nin emsalleri aras\u0131nda \u00f6n plana \u00e7\u0131kmas\u0131na neden olabilir. Fakat ba\u015fta Suriye olmak \u00fczere Ortado\u011fu\u2019da ya\u015fanan gerginlikler siyasi risk primini y\u00fckseltiyor. \u015euan i\u00e7in takip edece\u011fimiz en \u00f6nemli geli\u015fmede bu sorunlar. \u0130ran\u2019\u0131n P5+1 g\u00f6r\u00fc\u015fmelerinde \u00e7\u00f6z\u00fcm i\u00e7in \u00f6nerilerde bulunaca\u011f\u0131 s\u00f6ylentileri dahi Brent petrol\u00fc d\u00fcn 120 dolar\u0131n alt\u0131na \u00e7ekti. G\u00f6r\u00fc\u015fmeler yar\u0131da kesilmezse petrol fiyatlar\u0131nda yeni d\u00fc\u015f\u00fc\u015fler ya\u015fanabilir ki, bu da T\u00fcrkiye ekonomisi i\u00e7in olumlu olacakt\u0131r. Son olarak TCMB, beklendi\u011fimiz gibi bug\u00fcn\u00fc istisnai g\u00fcn kapsam\u0131na soktu ve repo ihalesi a\u00e7mad\u0131. Bu haber sonras\u0131 1,8170\u2019deki 100 g\u00fcnl\u00fck hareketli ortalamas\u0131n\u0131 test eden Dolar\/TL kurunda bir miktar gev\u015feme ya\u015fand\u0131. Kurda yukar\u0131 y\u00f6nl\u00fc hareketlerin TCMB bask\u0131s\u0131n\u0131 getirece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Fakat AB ya da Suriye krizi derinle\u015fecek olursa m\u00fcdahale seviyesi biraz daha yukar\u0131 \u00e7ekilebilir. \u00a0<\/span><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\"><span style=\"color: #ff0000\">NOT:<\/span> VOB Endeks 30 yak\u0131n vade yorumlar\u0131 ve di\u011fer analizlerimiz i\u00e7in Facebook ve Twitter Hesaplar\u0131m\u0131z\u0131 takip edebilirsiniz. Facebook: Marba\u015f Menkul De\u011ferler\u00a0\u00a0\u00a0 &#8211; \u00a0Twitter: @MARBAS_MENKUL \u00a0\u00a0\u00a0<\/span><\/h4>\n<h4 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><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Avrupa\u2019da de\u011fi\u015fen tek \u015feyin zaman oldu\u011funu bir kez daha g\u00f6rd\u00fck. Yang\u0131n duvar\u0131 olarak bilinen Avrupa krizi ile m\u00fccadele fonunun b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn d\u00fc\u015f\u00fck kalmas\u0131n\u0131n etkilerini g\u00f6rmeye ba\u015flad\u0131k&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-14054","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\/14054","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=14054"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/14054\/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=14054"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=14054"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=14054"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}