{"id":1528,"date":"2011-06-14T13:23:34","date_gmt":"2011-06-14T10:23:34","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=1528"},"modified":"2011-06-14T13:23:34","modified_gmt":"2011-06-14T10:23:34","slug":"piyasalarda-baski-hakim","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalarda-baski-hakim\/","title":{"rendered":"Piyasalarda Bask\u0131 Hakim"},"content":{"rendered":"<p>\u0130MKB&#8217;de bu sabah vadeli i\u015flemlerde al\u0131c\u0131l\u0131 bir a\u00e7\u0131l\u0131\u015f ger\u00e7ekle\u015fti. Nisan&#8217;da cari i\u015flemler a\u00e7\u0131\u011f\u0131 7,7 milyar $ beklentilere paralel ger\u00e7ekle\u015fti. Mart&#8217;ta a\u00e7\u0131k 9,7 milyar $&#8217;a y\u00fckselmi\u015fti. 12 ayl\u0131k k\u00fcm\u00fclatif cari a\u00e7\u0131k rakam\u0131 63,4 milyar $&#8217;a ula\u015ft\u0131. Cari i\u015flemler a\u00e7\u0131\u011f\u0131ndaki y\u00fckseli\u015fte d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131ndaki art\u0131\u015f etkili oluyor Nisan&#8217;da ihracat %25, ithalat %43 artt\u0131. 2011 y\u0131l\u0131nda cari a\u00e7\u0131\u011f\u0131n GSY\u0130H&#8217;n\u0131n % 7,6-%8&#8217;i oran\u0131nda olmas\u0131n\u0131 bekliyoruz.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1034006232\"><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>Finansman taraf\u0131nda ise do\u011frudan yabanc\u0131 yat\u0131r\u0131mlar kaleminde (net) Nisan ay\u0131nda 565 milyon $ giri\u015f oldu. Son d\u00f6rt ayda art arda \u00e7\u0131k\u0131\u015f ya\u015fanan hisse senetlerine ise Nisan&#8217;da 825 milyon $, bor\u00e7 senetlerine ise 4,8 milyar $ giri\u015f oldu. S&amp;P T\u00fcrkiye&#8217;nin kredi notunun yeni h\u00fck\u00fcmetin mali ve parasal politika tercihleri ile bu tercihlerin geni\u015fleyen cari a\u00e7\u0131k \u00fczerindeki etkilerine dayal\u0131 olaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Fitch ise T\u00fcrkiye&#8217;nin olas\u0131 bir not artt\u0131r\u0131m\u0131n\u0131n siyasi istikrar ve makro ekonomik istikrar ile s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmeyi sa\u011flamaya ba\u011fl\u0131 oldu\u011funu belirtti.<\/p>\n<p>S&amp;P Yunanistan&#8217;\u0131n kredi notunu \u00fc\u00e7 kademe a\u015fa\u011f\u0131 \u00e7ekerek B&#8217;den CCC&#8217;ye indirdi. Bu notun halen S-P&#8217;nin derecelendirdi\u011fi \u00fclkeler aras\u0131nda en d\u00fc\u015f\u00fck seviye oldu\u011fu ve Pakistan ve Ekvador gibi \u00fclkelerin notundan daha a\u015fa\u011f\u0131da kald\u0131\u011f\u0131 belirtiliyor. S&amp;P Yunanistan&#8217;\u0131n bor\u00e7lar\u0131n\u0131n yeniden yap\u0131land\u0131r\u0131lmas\u0131 giri\u015fimini de temerrr\u00fct olarak kabul edece\u011fini duyurdu. AB Maliye Bakanlar\u0131 bug\u00fcn Yunanistan&#8217;a sa\u011flanacak kurtarma paketi \u00fczerindeki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131 gidermek \u00fczere biraraya gelecek.<\/p>\n<p>Halen Almanya ve Avrupa Merkez Bankas\u0131 aras\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n mali yard\u0131ma katk\u0131s\u0131 \u00fczerinde anla\u015fmazl\u0131k s\u00fcr\u00fcyor. FT&#8217;ye g\u00f6re, Yunanistan&#8217;\u0131n 2014 y\u0131l\u0131 sonuna kadar finansman ihtiyac\u0131n\u0131n 172 milyar euro olaca\u011f\u0131 ve bu miktar\u0131n 57 milyar eurosunun mevcut IMF-AB kurtarma paketinden 30 milyar eurosunun da \u00f6zelle\u015ftirme program\u0131ndan sa\u011flanaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>Kalan 85 milyar euroluk finansman ihtiyac\u0131n\u0131n ise yeni IMF-AB mali yard\u0131m\u0131yla veya yat\u0131r\u0131mc\u0131lar\u0131n Yunan tahvillerinin vadelerinin uzat\u0131lmas\u0131n\u0131 kabul etmeleri ile kar\u015f\u0131lanmas\u0131 bekleniyor. \u00c7in&#8217;de May\u0131s ay\u0131nda enflasyon oran\u0131 son 34 ay\u0131n en y\u00fcksek seviyesine y\u00fckselerek y\u0131ll\u0131k %5,5 d\u00fczeyinde ger\u00e7ekle\u015fti.<\/p>\n<p>Enflasyon oran\u0131ndaki s\u00fcrekli art\u0131\u015f sonucu h\u00fck\u00fcmetin fiyat art\u0131\u015f\u0131n\u0131 yava\u015flatma ve likiditeyi kontrol alt\u0131na alma amac\u0131yla uygulad\u0131\u011f\u0131 s\u0131k\u0131la\u015ft\u0131r\u0131c\u0131 para politikas\u0131 \u00f6nlemlerine devam etmesi bekleniyor. ABD borsalar\u0131 6 haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan yeni haftaya yatay seviyelerden ba\u015flad\u0131lar. Petrol fiyat\u0131ndaki gerileme sonucunda enerji \u015firketi Halliburton %2,4, bak\u0131r fiyatlar\u0131ndaki gerileme nedeniyle de madencilik \u015firketi Freeport-McMoran %1,2 oran\u0131nda de\u011fer kaybettiler.<\/p>\n<p>Son 2,5 ay\u0131n en d\u00fc\u015f\u00fck seviyelerinde bulunan Avrupa borsalar\u0131nda da d\u00fcn yatay bir seyir izlenirken, DAX ve FTSE-100 endekslerinde \u00f6nemli bir de\u011fi\u015fiklik g\u00f6r\u00fclmedi. D\u00fcn Lloyds (%1,4), Banco Popolare (%1,3) ve Peugeot Citroen (%1,9) de\u011fer kazan\u00e7lar\u0131yla, Renault (%-1,6) ve Imperial Tobacco (%-1,4) de\u011fer kay\u0131plar\u0131yla \u00f6ne \u00e7\u0131kan hisse senetleri oldular. \u0130MKB-100, genel se\u00e7im sonu\u00e7lar\u0131n\u0131n ard\u0131ndan g\u00fcne al\u0131c\u0131l\u0131 ba\u015flad\u0131.<\/p>\n<p>Cari a\u00e7\u0131\u011f\u0131n Nisan&#8217;da gerilemesinin de etkisiyle g\u00fcne y\u00fckseli\u015fe ba\u015flayan endeks, ilerleyen saatlerde sat\u0131\u015flarla kar\u015f\u0131la\u015ft\u0131 ve g\u00fcn\u00fc %0,3 oran\u0131nda d\u00fc\u015f\u00fc\u015fle tamamlad\u0131. Turkcell (%-3,5) ve Garanti Bankas\u0131 (%-0,8) d\u00fc\u015f\u00fc\u015fleriyle endeks \u00fczerinde bask\u0131 yaratan hisse senetleri oldular. Japonya&#8217;da d\u00fcn Nikkei 225, ABD borsalar\u0131n\u0131n Cuma g\u00fcnk\u00fc d\u00fc\u015f\u00fc\u015flerinin ektisiyle %0,7 geriledi. B\u00f6lge borsalar\u0131nda bu sabah \u00c7in&#8217;in sanayi \u00fcretiminin %13,3 ile beklentilerin \u00fczerinde artmas\u0131n\u0131n etkisiyle al\u0131c\u0131l\u0131 bir seyir izleniyor. Dolar d\u00fcn kar sat\u0131\u015flar\u0131 ile de\u011fer kaybetti:<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-946796088\"><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<p>Euro\/dolar %0,5 art\u0131\u015fla 1,4416 oldu. D\u00f6viz sepeti (0,5 eur+0,5 usd) ise g\u00fcn i\u00e7erisinde 1,91 seviyelerine kadar geriledikten sonra yeniden y\u00fckseli\u015fe ge\u00e7erek g\u00fcn\u00fc 1,9220 seviyelerinden sonland\u0131rd\u0131. Global yava\u015flamaya ili\u015fkin endi\u015feler, petrol fiyat\u0131 \u00fczerinde bask\u0131 yaratmaya devam ediyor: WTI 97,3 $&#8217;a gerilerken, Brent ise yatay bir seyir izledi (119 $).<\/p>\n<p>De\u011ferli metallerde de\u011fer kayb\u0131 d\u00fcn de s\u00fcrd\u00fc: Alt\u0131n %1 d\u00fc\u015f\u00fc\u015fle 1.515 $&#8217;a, g\u00fcm\u00fc\u015f ise %4 d\u00fc\u015f\u00fc\u015fle 34,7 $&#8217;a geriledi. G\u00f6sterge faiz d\u00fcn beklentilere paralel gelen cari a\u00e7\u0131k verisi ve se\u00e7im sonu\u00e7lar\u0131n\u0131n etkisiyle en d\u00fc\u015f\u00fck %8,75 seviyelerini g\u00f6rd\u00fc. Faiz g\u00fcn\u00fc val\u00f6rl\u00fc i\u015flemlerde %8,86&#8217;dan tamamlad\u0131.<\/p>\n<p>kaynak :\u00a0Ekoklinik<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130MKB&#8217;de bu sabah vadeli i\u015flemlerde al\u0131c\u0131l\u0131 bir a\u00e7\u0131l\u0131\u015f ger\u00e7ekle\u015fti. Nisan&#8217;da cari i\u015flemler a\u00e7\u0131\u011f\u0131 7,7 milyar $ beklentilere paralel ger\u00e7ekle\u015fti. Mart&#8217;ta a\u00e7\u0131k 9,7 milyar $&#8217;a y\u00fckselmi\u015fti.&hellip;<\/p>\n","protected":false},"author":2,"featured_media":1529,"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-1528","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\/1528","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=1528"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/1528\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/1529"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=1528"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=1528"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=1528"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}