{"id":14358,"date":"2012-04-19T09:13:40","date_gmt":"2012-04-19T07:13:40","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=14358"},"modified":"2012-04-19T14:55:44","modified_gmt":"2012-04-19T12:55:44","slug":"dun-yunanistandi-bugun-ispanya","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/dun-yunanistandi-bugun-ispanya\/","title":{"rendered":"D\u00fcn Yunanistan\u2019d\u0131, bug\u00fcn \u0130spanya"},"content":{"rendered":"

Son birka\u00e7 haftad\u0131r ya\u015fanan geli\u015fmeler, Avrupa\u2019da ve piyasalarda de\u011fi\u015fen \u00e7ok bir \u015fey olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. \u0130spanya konusunda yap\u0131lan a\u00e7\u0131klamalar ve piyasalar\u0131n verdi\u011fi reaksiyonlar Yunanistan\u2019\u0131 iflasa g\u00f6t\u00fcren s\u00fcrecin neredeyse birebir ayn\u0131s\u0131. Bir g\u00fcn \u0130spanya\u2019dan kurtar\u0131lmaya ihtiya\u00e7lar\u0131 olmad\u0131\u011f\u0131 a\u00e7\u0131klamas\u0131 geliyor, bir g\u00fcn de AB\u2019den \u00fcst perdeden \u0130spanya\u2019n\u0131n sorunlar\u0131 kendisinin \u00e7\u00f6zmesi gerekti\u011fi a\u00e7\u0131klamalar\u0131. Piyasalar bir g\u00fcn \u0130spanya bor\u00e7lanma ihalesi iyi ge\u00e7ti diye ralli yap\u0131yor, ertesi g\u00fcn asl\u0131nda i\u015fler san\u0131ld\u0131\u011f\u0131 kadar da yolunda de\u011fil alg\u0131s\u0131yla sert sat\u0131\u015flar g\u00f6r\u00fcyor. S\u00fcrecin sonunun nereye gidece\u011fini tahmin etmek ise \u00e7ok zor de\u011fil. G\u00f6r\u00fcnen o ki \u0130spanya yeni bir kurtarma hamlesine ihtiya\u00e7 duyacak ama AB\u2019nin al\u0131\u015ft\u0131\u011f\u0131m\u0131z b\u00fcrokratik hantall\u0131\u011f\u0131 bu yard\u0131m\u0131n s\u00fcresini son ana kadar uzatacak. Bu nedenle piyasalar\u0131n \u0130spanya kamburunu uzun bir s\u00fcre \u00fczerinde ta\u015f\u0131yaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. <\/span><\/h4>\n
PPK\u2019dan beklenen sonu\u00e7lar<\/span><\/strong><\/span><\/h4>\n
D\u00fcn sonu\u00e7lar\u0131 a\u00e7\u0131klanan Para Politikas\u0131 Toplant\u0131s\u0131\u2019ndan (PPK) s\u00fcrpriz bir a\u00e7\u0131klama \u00e7\u0131kmad\u0131. Beklendi\u011fi gibi politika faizlerinde ve gecelik bor\u00e7 alma\/verme faizlerinde herhangi bir de\u011fi\u015fiklik yap\u0131lmad\u0131. Bununla birlikte kurul enflasyon vurgusunu \u00f6n plana \u00e7\u0131kar\u0131rken \u00f6n\u00fcm\u00fczdeki d\u00f6nemde ek parasal s\u0131k\u0131la\u015ft\u0131rman\u0131n daha s\u0131k uygulanabilece\u011fini belirtti. Ek parasal s\u0131k\u0131la\u015ft\u0131rma tabiri do\u011fal olarak \u0130MKB taraf\u0131nda \u00e7ok da sevilen bir ifade de\u011fil. \u00d6zellikle yabanc\u0131 sermaye giri\u015finin d\u00fc\u015f\u00fck oldu\u011fu d\u00f6nemlerde bir de TL s\u0131k\u0131la\u015ft\u0131rma yap\u0131lmas\u0131 \u0130MKB\u2019ye olan ilgiyi de d\u00fc\u015f\u00fcrecektir. Bu nedenle d\u00fcn kurul kararlar\u0131n\u0131n ard\u0131ndan \u0130MKB\u2019de sat\u0131\u015flar\u0131n daha da h\u0131zland\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. <\/span><\/h4>\n
\u0130spanya ihaleleri ve veriler<\/span><\/strong><\/span><\/h4>\n
Bug\u00fcn \u0130spanya iki ihale ile toplam 2,5 milyar Euro bor\u00e7lanmay\u0131 planl\u0131yor. \u0130halede gelecek talep ve faiz oran\u0131 piyasalarda bug\u00fcnk\u00fc hareket konusunda belirleyici olabilir. Bu nedenle \u00f6\u011fle saatlerinde ger\u00e7ekle\u015ftirilecek bu ihalelerin sonucunu takip etmek gerekiyor. \u00a0Bug\u00fcn ayr\u0131c\u0131 15:30\u2019da ABD\u2019de haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 a\u00e7\u0131klanacak. Ge\u00e7ti\u011fimiz hafta hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan bu veri bug\u00fcn piyasalarda sert hareketlere neden olabilir. Ayr\u0131ca 17:00\u2019da AB veABD\u2019de a\u00e7\u0131lanacak olan a\u015fa\u011f\u0131daki veriler de g\u00fcn sonu kapan\u0131\u015f\u0131n\u0131 etkileyebilir. <\/span><\/h4>\n
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AB Nisan Ay\u0131 T\u00fcketici G\u00fcven Endeksi \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/h4>\n<\/li>\n
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ABD Nisan Ay\u0131 Konut Sat\u0131\u015flar\u0131 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/h4>\n<\/li>\n
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ABD Nisan Ay\u0131 Philadelphia Fed Endeksi \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/h4>\n<\/li>\n
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ABD Mart Ay\u0131 \u00d6nc\u00fc G\u00f6stergeler\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/h4>\n<\/li>\n<\/ul>\n
\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc
\n<\/span><\/span><\/strong>MARBA\u015e Menkul De\u011ferler
\n<\/span><\/span><\/strong>uzeyir.dogan@marbasmenkul.com.tr<\/span><\/strong><\/a>
\nTelefon: (0212) 286 30 00<\/span><\/span><\/strong><\/h4>\n","protected":false},"excerpt":{"rendered":"
Son birka\u00e7 haftad\u0131r ya\u015fanan geli\u015fmeler, Avrupa\u2019da ve piyasalarda de\u011fi\u015fen \u00e7ok bir \u015fey olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. \u0130spanya konusunda yap\u0131lan a\u00e7\u0131klamalar ve piyasalar\u0131n verdi\u011fi reaksiyonlar Yunanistan\u2019\u0131 iflasa g\u00f6t\u00fcren…<\/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-14358","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\/14358","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=14358"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/14358\/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=14358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=14358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=14358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}