{"id":14571,"date":"2012-04-25T08:27:56","date_gmt":"2012-04-25T06:27:56","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=14571"},"modified":"2012-04-25T08:28:31","modified_gmt":"2012-04-25T06:28:31","slug":"piyasalar-fransiz-kalmadi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalar-fransiz-kalmadi\/","title":{"rendered":"Piyasalar Frans\u0131z Kalmad\u0131!"},"content":{"rendered":"<p>Hafta sonu Frans\u0131z se\u00e7imlerinde beklendi\u011fi \u00fczere herhangi bir aday tek ba\u015f\u0131na oylar\u0131n y\u00fczde 50\u2019sini alamad\u0131. Hollande ve Sarkozy ikinci tura kald\u0131lar. 6 May\u0131s\u2019ta yap\u0131lacak ikinci tur \u00f6ncesinde yar\u0131\u015ftaki di\u011fer adaylar\u0131n kimi destekleyecekleri h\u0131zla netle\u015fecek. \u00c7arp\u0131c\u0131 sonu\u00e7; her se\u00e7imden sonra s\u00f6ylene geldi\u011fi \u00fczere; Le Pen\u2019in ald\u0131\u011f\u0131 oy oran\u0131n\u0131 artt\u0131rmas\u0131yd\u0131. Frans\u0131z se\u00e7meni de gitgide a\u015f\u0131r\u0131 sa\u011fa kay\u0131yor ve hatta radikalle\u015fiyor yorumlar\u0131 yap\u0131lmaya devam edece\u011fe benziyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2305534428\"><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>Kamuoyu ara\u015ft\u0131rmalar\u0131, ikinci tura kal\u0131nmas\u0131 durumunda Hollande\u2019\u0131n ipi g\u00f6\u011f\u00fcsleyece\u011fini s\u00f6yl\u00fcyordu. Bu durum piyasalar taraf\u0131ndan \u2018ku\u015fkuyla\u2019 kar\u015f\u0131land\u0131. Zira bir yandan Sarkozy-Merkel mutabakat\u0131 sona erecek, di\u011fer yandan da Hollande\u2019\u0131n b\u00fct\u00e7e a\u00e7\u0131klar\u0131, kamu harcamalar\u0131 konusunda daha i\u00e7 politikaya y\u00f6nelik ad\u0131mlar vaad ediyor olmas\u0131 piyasalar\u0131 \u00e7ok da memnun etmeyecek gibi g\u00f6r\u00fcn\u00fcyor. D\u00fcn Avrupa piyasalar\u0131n\u0131n gerilemesini tetikleyen tek ba\u015f\u0131na Fransa se\u00e7imleri olmad\u0131. AB\u2019nin en \u2018istikrarl\u0131\u2019 \u00fclkelerinden Hollanda\u2019da iktidardaki sa\u011f az\u0131nl\u0131k koalisyonunun, h\u00fck\u00fcmeti d\u0131\u015far\u0131dan destekleyen a\u015f\u0131r\u0131 sa\u011f \u00d6zg\u00fcrl\u00fck Partisi\u2019ni ekonomik tasarruf \u00f6nlemleri konusunda ikna edememesi ve bu durumun Hollanda\u2019da bir erken se\u00e7imi g\u00fcndeme getirebilece\u011fi endi\u015feleri de piyasalar\u0131 \u2018bozan\u2019 bir ba\u015fka fakt\u00f6r oldu. AB\u2019den gelen politik belirsizli\u011fi artt\u0131r\u0131c\u0131 haberlere bir de \u00c7in ve \u00f6zellikle Almanya\u2019dan gelen \u2018Sat\u0131n Alma Y\u00f6neticileri\u2019 (PMI) anketlerindeki olumsuz veriler de eklenince piyasalardaki d\u00fc\u015f\u00fc\u015fler h\u0131zland\u0131.<\/p>\n<p>Asl\u0131na bakarsan\u0131z ge\u00e7ti\u011fimiz hafta; biraz da \u2018erken \u00f6ten horoz\u2019 misali; yazd\u0131\u011f\u0131m borsalardaki d\u00fc\u015f\u00fc\u015f h\u0131zlanacak yorumu biraz gecikmeli olarak bu hafta hayata ge\u00e7iyor gibi. Ertelemenin sebebi biraz da ABD bilan\u00e7o \u2018mevsiminde\u2019 olmam\u0131zd\u0131. Her ne kadar bilan\u00e7olar\u0131n \u00f6nemli k\u0131sm\u0131 beklentilerden bile iyi gelmi\u015f olsa ve \u2018mevsim\u2019 bu hafta sonuna hadar devam edecek olsa da aralar\u0131ndan bir \u2018s\u00fcrpriz\u2019 \u00e7\u0131kmam\u0131\u015f olmas\u0131 y\u00fckseli\u015f potansiyelini azaltm\u0131\u015ft\u0131. Y\u00fckseli\u015f i\u00e7in kullan\u0131labilecek en iyi haber IMF\u2019nin 430 milyar dolarl\u0131k bir \u2018imk\u00e2n\u2019 yaratmay\u0131 ba\u015farm\u0131\u015f olmas\u0131yd\u0131. Ancak bu haber de gelen \u2018k\u00f6t\u00fc\u2019 haberler aras\u0131nda kaynad\u0131. Kald\u0131 ki b\u00f6ylesi bir rakam\u0131n toplanamamas\u0131 hi\u00e7bir zaman fiyatlanmam\u0131\u015ft\u0131 ki&#8230; Ha keza Fransa se\u00e7imleri de&#8230; Yine de havan\u0131n olumsuz, Avrupa\u2019n\u0131n bir yandan siyasi belirsizlik, bir yandan \u0130spanya\u2019daki sorunun \u2018yeni g\u00fcnah ke\u00e7isi\u2019 olarak kullan\u0131lmaya ba\u015flanmas\u0131yla Avrupa\u2019n\u0131n yorulmas\u0131yla piyasalar yukar\u0131 gitmek i\u00e7in takat bulamad\u0131lar. Piyasalar\u0131 yukar\u0131 g\u00f6t\u00fcrmek i\u00e7in yeni ve elle tutulabilir sebepler (yeni bir LTRO, III.BPP ya da ekonomide genele yay\u0131lm\u0131\u015f bir toparlanma emaresi&#8230;) yokken, k\u00e2r realizasyonu i\u00e7in Ocak ay\u0131 ba\u015f\u0131ndan bu yana &#8211; ka\u011f\u0131t \u00fczerinde de olsa &#8211; ciddi bir k\u00e2r vard\u0131. Bu k\u00e2r\u0131 cebe koymak isteyenler hafta ba\u015f\u0131nda gelen haberleri \u2018mazeret\u2019 olarak kulland\u0131lar.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <strong><a href=\"http:\/\/haber.gazetevatan.com\/Haber\/445697\/1\/Gundem\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ.<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hafta sonu Frans\u0131z se\u00e7imlerinde beklendi\u011fi \u00fczere herhangi bir aday tek ba\u015f\u0131na oylar\u0131n y\u00fczde 50\u2019sini alamad\u0131. Hollande ve Sarkozy ikinci tura kald\u0131lar. 6 May\u0131s\u2019ta yap\u0131lacak ikinci&hellip;<\/p>\n","protected":false},"author":19,"featured_media":910,"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-14571","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\/14571","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\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=14571"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/14571\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/910"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=14571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=14571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=14571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}