{"id":1580,"date":"2011-06-15T12:54:55","date_gmt":"2011-06-15T09:54:55","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=1580"},"modified":"2011-06-15T12:54:55","modified_gmt":"2011-06-15T09:54:55","slug":"ab-liderleri-piyasalari-nasil-etkiler","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ab-liderleri-piyasalari-nasil-etkiler\/","title":{"rendered":"AB Liderleri Piyasalar\u0131 Nas\u0131l Etkiler"},"content":{"rendered":"<p>Euro B\u00f6lgesi Maliye Bakanlar\u0131 d\u00fcn Br\u00fcksel&#8217;de yapt\u0131klar\u0131 toplant\u0131da Yunanistan i\u00e7in sa\u011flanacak yard\u0131m paketine Yunan tahvillerini elinde tutan yat\u0131r\u0131mc\u0131lar\u0131n ne \u015fekilde kat\u0131lacaklar\u0131 konusunda uzla\u015famad\u0131lar. Bu hafta sonu toplanacak olan Almanya Ba\u015fbakan\u0131 Merkel ve Fransa Cumhurba\u015fkan\u0131 Sarkozy&#8217;nin konu hakk\u0131nda karara varmalar\u0131 bekleniyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-740024253\"><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>Fed Ba\u015fkan\u0131 Bernanke \u00fclkenin daha iyi bir mali g\u00f6r\u00fcn\u00fcme kavu\u015fmas\u0131 ama\u00e7lan\u0131yorsa, Kongre&#8217;nin bor\u00e7 limitinin y\u00fckseltilmesine y\u00f6nelik olarak zaman\u0131nda uzla\u015fmaya varamamas\u0131n\u0131n bu amac\u0131 engelleyici oldu\u011funu belirtti. Bernanke, ABD hazinesinin bor\u00e7 limitinin y\u00fckseltilmemesinden dolay\u0131 temerr\u00fcde d\u00fc\u015fmesi halinde finansal piyasalarda ve \u00f6deme sistemlerinde ciddi kesintilerin olu\u015faca\u011f\u0131n\u0131, ABD h\u00fck\u00fcmetinin kredi notunun d\u00fc\u015fece\u011fini, dolar\u0131n ve Hazine tahvillerinin k\u00fcresel piyasalardaki \u00f6zel rol\u00fcn\u00fcnde zarar g\u00f6rece\u011fini de ifade etti.<\/p>\n<p>Avrupa Komisyonu taraf\u0131ndan haz\u0131rlanan bir rapora g\u00f6re Almanya&#8217;n\u0131n Yunanistan&#8217;\u0131n bor\u00e7lar\u0131n\u0131n yeniden yap\u0131land\u0131r\u0131lmas\u0131n\u0131 \u00f6ng\u00f6ren plan\u0131, Euro b\u00f6lgesi h\u00fck\u00fcmetlerini finansal sekt\u00f6rde olu\u015facak zarar\u0131 \u00f6nlemek i\u00e7in 20 milyar euro tutar\u0131nda ek kaynak sa\u011flamaya zorlayabilir. Bu tutara, Yunan tahvillerinin vadelerinin uzat\u0131lmas\u0131ndan sonra Yunan bankalar\u0131n\u0131n yeniden yap\u0131land\u0131r\u0131lmas\u0131n\u0131 sa\u011flamak i\u00e7in ihtiya\u00e7 duyulabilece\u011fi belirtiliyor.<\/p>\n<p>E\u011fer Avrupa Merkez Bankas\u0131 Yunan tahvillerini teminat olarak kabul etmezse Yunan bankalar\u0131na likidite sa\u011flamak i\u00e7in daha fazla kayna\u011fa ihtiya\u00e7 duyulabilece\u011fi ifade ediliyor. Yunanistan&#8217;\u0131n not indiriminin olumsuz etkisi di\u011fer sorunlu Avrupa \u00fclkelerinde d\u00fcn d\u00fczenlenen ihalelerde bor\u00e7lanma maliyetlerinin y\u00fckselmesine neden oldu: \u0130spanya hazinesi 12 ve 18 ay vadeli bono ihalelerinde 5,4 milyar euro bor\u00e7lan\u0131rken, 12 ay vadeli ihalede getiriler %2,69&#8217;a y\u00fckseldi.<\/p>\n<p>May\u0131s ay\u0131ndaki ihalede getiri %2,54 seviyesinde ger\u00e7ekle\u015fmi\u015fti. \u0130talya hazinesi 5 y\u0131l vadeli tahvil ihalesinde 3,5 milyar euro bor\u00e7land\u0131 ve getiri %3,9 oldu (\u00f6nceki: %3,77). Yunanistan hazinesi ise 6 ayl\u0131k bono ihalesinde 1,6 milyar euro bor\u00e7land\u0131, ihalede getiri %4,96 oldu. Talep ise 2,58 kat ile \u00f6nceki ihalenin olduk\u00e7a alt\u0131nda kald\u0131 (\u00f6nceki: 3,58 kat).<\/p>\n<p>Ayr\u0131ca \u00fclke risk primini g\u00f6steren 5 y\u0131ll\u0131k CDS&#8217;leri ise 1.837 baz puan ile rekor seviyelere ula\u015ft\u0131. \u0130spanya&#8217;da CDS&#8217;ler 208 bps, Portekiz&#8217;de 772 bps seviyelerinde. Euro\/dolar paritesi d\u00fcn 1,44 seviyelerindeki seyrini s\u00fcrd\u00fcrd\u00fc. Cari a\u00e7\u0131\u011f\u0131n artmaya devam etmesi TL&#8217;nin di\u011fer para birimlerine kar\u015f\u0131 de\u011fer kaybetmesine yol a\u00e7\u0131yor: D\u00f6viz sepeti (0,5 eur+0,5 usd) Cuma&#8217;ya g\u00f6re %1,1 y\u00fckselerek 1,9370 oldu.<\/p>\n<p>\u0130ngiltere&#8217;de May\u0131s ay\u0131 enflasyonu y\u0131ll\u0131k %4,5 ile beklentilere paralel ger\u00e7ekle\u015firken (BoE hedefi %2) pound euro&#8217;ya kar\u015f\u0131 %0,2 ile s\u0131n\u0131rl\u0131 de\u011fer kayb\u0131yla 1,33&#8217;e geriledi. Yunanistan&#8217;a ili\u015fkin belirsizlikler g\u00fcvenli liman olan de\u011ferli metallerin fiyatlar\u0131nda art\u0131\u015fa yol a\u00e7t\u0131: alt\u0131n 1.522 $&#8217;a, g\u00fcm\u00fc\u015f %1,8 art\u0131\u015fla 35,3 $&#8217;a y\u00fckseldi.<\/p>\n<p>Amerikan Petrol Enstit\u00fcs\u00fc&#8217;n\u00fcn a\u00e7\u0131klad\u0131\u011f\u0131 petrol stoku rakamlar\u0131nda ya\u015fanan d\u00fc\u015f\u00fc\u015f ve beklentilerden iyi gelen makro veriler petrol fiyatlar\u0131n\u0131n y\u00fckselmesine yol a\u00e7t\u0131: WTI %2,13, Brent %0,9 art\u0131\u015fla s\u0131ras\u0131yla 99,4 $ ve 120 $&#8217;a y\u00fckseldi. D\u00fcn ABD ve \u00c7in&#8217;de beklentilerden daha iyi a\u00e7\u0131klanan makro veriler, d\u00fcnya borsalar\u0131n\u0131 olumlu etkiledi. ABD&#8217;de S-P 500 endeksi %1,3 art\u0131\u015fla son 2 ay\u0131n en b\u00fcy\u00fck y\u00fckseli\u015fini kaydederken, Dow Jones endeksi %1 de\u011fer kazanarak yeniden kritik 12.000 seviyesinin \u00fczerine y\u00fckseldi.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3306474357\"><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>Avrupa&#8217;da da DAX %1,7 ve FTSE-100 %0,5 oran\u0131nda de\u011fer kazan\u0131rken, y\u00fckseli\u015fte enerji, sanayi ve bankac\u0131l\u0131k hisseleri ba\u015f\u0131 \u00e7ektiler. BofA Merrill Lynch taraf\u0131ndan haz\u0131rlanan bir raporda Avrupa bankac\u0131l\u0131k hisseleri i\u00e7in al\u0131m tavsiyesinde bulunulmas\u0131 ile ING Groep (%3,2), RBS (%2,4) ve Banco Santander (%2,5) y\u00fckseli\u015fleriyle \u00f6ne \u00e7\u0131kan hisseler oldular.<\/p>\n<p>\u0130MKB-100, d\u00fcn bankac\u0131l\u0131k hisselerindeki sat\u0131\u015flar sonucunda d\u00fcnya borsalar\u0131ndan ayr\u0131\u015ft\u0131 ve g\u00fcn\u00fc %2,1 oran\u0131nda d\u00fc\u015f\u00fc\u015fle tamamlad\u0131. Garanti Bankas\u0131 (%-3,3), \u0130\u015f Bankas\u0131 C (%-3,9), Emlak GYO (%-3,3) ve Halkbank (%-2,4) de\u011fer kazan\u00e7lar\u0131yla dikkat \u00e7eken hisseler oldular. Asya borsalar\u0131nda da d\u00fcn olumlu bir seyir izlendi ve Nikkei 225 ile \u015eangay endekslerinin her ikisi de %1,1 oran\u0131nda de\u011fer kazand\u0131lar. B\u00f6lge borsalar\u0131nda bu sabah yatay bir seyir izleniyor.<\/p>\n<p>kaynak<\/p>\n<p><a href=\"http:\/\/www.ekoklinik.com\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">http:\/\/www.ekoklinik.com<\/a><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1098495884\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Euro B\u00f6lgesi Maliye Bakanlar\u0131 d\u00fcn Br\u00fcksel&#8217;de yapt\u0131klar\u0131 toplant\u0131da Yunanistan i\u00e7in sa\u011flanacak yard\u0131m paketine Yunan tahvillerini elinde tutan yat\u0131r\u0131mc\u0131lar\u0131n ne \u015fekilde kat\u0131lacaklar\u0131 konusunda uzla\u015famad\u0131lar. Bu hafta&hellip;<\/p>\n","protected":false},"author":2,"featured_media":1581,"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-1580","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\/1580","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=1580"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/1580\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/1581"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=1580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=1580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=1580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}