{"id":18114,"date":"2012-07-30T09:58:17","date_gmt":"2012-07-30T07:58:17","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=18114"},"modified":"2012-07-30T09:58:17","modified_gmt":"2012-07-30T07:58:17","slug":"bu-hafta-3-buyuk-merkez-bankasi-toplaniyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/bu-hafta-3-buyuk-merkez-bankasi-toplaniyor\/","title":{"rendered":"Bu Hafta 3 B\u00fcy\u00fck Merkez Bankas\u0131 Toplan\u0131yor"},"content":{"rendered":"<p>Eyl\u00fcl ay\u0131na kadar \u00f6nemli bir toplant\u0131 tarihi belirlemeyen Avrupal\u0131 lideler son strese nas\u0131l cevap vereceklerini bilemeyince araya giren Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Draghi sorumlulu\u011fu ald\u0131. \u0130spanya\u2019da kurtarma paketinin bankalar ile s\u0131n\u0131rl\u0131 kalmay\u0131p \u00fclkeyi de i\u00e7ine alaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnen ve ellerindeki bonolar\u0131n kamuya g\u00f6re ikincil alacakl\u0131 konumuna d\u00fc\u015fece\u011fini hesaplayan yat\u0131r\u0131mc\u0131lar\u0131n sat\u0131\u015flar\u0131yla faizler y\u00fckselmi\u015fti. Yunanistan\u2019daki Troika heyetinin de olumsuz bir rapor yazaca\u011f\u0131 ve ekonomik aktivitenin beklenenden \u00e7ok k\u00f6t\u00fc olmas\u0131 bu \u00fclkenin Euro Birli\u011fi\u2019nden zorla \u00e7\u0131kmak zorunda kalaca\u011f\u0131 spek\u00fclasyonunu yaratt\u0131. \u0130ki \u00fclkenin verdi\u011fi endi\u015fe sonras\u0131nda y\u00fckselen faizler ve riskten ka\u00e7\u0131\u015f ekonomik gidi\u015fat\u0131 da tehlikeye atm\u0131\u015ft\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-641308049\"><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>Y\u00fckselen faizlerin ve \u00fclkelerin birbirleri aras\u0131ndaki faiz farklar\u0131n\u0131n para politikas\u0131n\u0131 etkisiz hale getirdi\u011fini savunan ve bunun da kendi g\u00f6rev tan\u0131m\u0131 i\u00e7ine girdi\u011fini a\u00e7\u0131klayan Draghi risk i\u015ftah\u0131n\u0131 canland\u0131rd\u0131 ve \u00e7evre \u00fclke faizlerini a\u015fa\u011f\u0131 \u00e7ekti. Haftasonunda gelen haberlere g\u00f6re ise Per\u015fembe g\u00fcn\u00fc toplanacak ECB di\u011fer otoritelerle de i\u015fbirli\u011fine girebilir. Kurtarma fonu EFSF\u2019nin ilk piyasadan, ECB\u2019nin ikincil piyasadan tahvil alaca\u011f\u0131 bir dayan\u0131\u015fman\u0131n sa\u011flanaca\u011f\u0131 y\u00f6n\u00fcnde haberler takip ediliyor. Maliye Bakanlar\u0131 Grubu Ba\u015fkan\u0131 Juncker piyasaya umut vermek istemedi\u011fini ancak \u00f6nemli kararlar\u0131n arefesinde olduklar\u0131n\u0131 a\u00e7\u0131klad\u0131. Euro \/ Dolar 1.2293\u2019e y\u00fckselirken telefonda g\u00f6r\u00fc\u015fen Merkel ve Monti Haziran ay\u0131nda ald\u0131klar\u0131 kararlar\u0131 h\u0131zl\u0131ca hayata ge\u00e7irmek i\u00e7in anla\u015ft\u0131klar\u0131n\u0131 a\u00e7\u0131klad\u0131lar. Haziran ay\u0131nda banka birli\u011fi kurulmas\u0131, mevduata\u00a0 g\u00fcvence verilmesi, bankalar\u0131 d\u00fczenleyici bir kurul olu\u015fturulmas\u0131 y\u00f6n\u00fcnde kararlar al\u0131nm\u0131\u015ft\u0131. Bug\u00fcn ise ABD Hazine Bakan\u0131 Geithner ile Alman Maliye Bakan\u0131 Schaeuble ve ECB Ba\u015fkan\u0131 Draghi g\u00f6r\u00fc\u015fecekler.<\/p>\n<p><strong>ABD DE UMUTLU\u00a0<\/strong><br \/>\nCuma g\u00fcn\u00fc % 1.4 beklenen 2. \u00c7eyrek b\u00fcy\u00fcme rakam\u0131 % 1.5 olarak ger\u00e7ekle\u015firken \u00f6nceki y\u0131llara ait rakamlarda \u00f6nmeli a\u015fa\u011f\u0131 y\u00f6nde revizyonlar yap\u0131ld\u0131. Ki\u015fisel t\u00fcketimin de son \u00e7eyreklerin en dibinde a\u00e7\u0131klanmas\u0131yla FED\u2019e ili\u015fkin beklentiler artt\u0131. \u00c7ar\u015famba g\u00fcn\u00fc toplanacak olan Para Politikas\u0131 Kurulu (FOMC) \u00f6n\u00fcndeki geni\u015f politika ara\u00e7lar\u0131ndan birini se\u00e7ecek. Uzun vadeli faizlerin d\u00fc\u015f\u00fck kalaca\u011f\u0131 teminat\u0131n\u0131 vermekten mortgage bazl\u0131 bono almaya kadar uzanan bir yelpazede se\u00e7enekleri olan bankan\u0131n alaca\u011f\u0131 kararlar\u0131n ne kadar etkili olaca\u011f\u0131 ve etkisinin s\u00fcresi yat\u0131r\u0131mc\u0131lar taraf\u0131ndan dikkatle izlenecek. Cuma g\u00fcn\u00fc bu beklentilerle y\u00fckselen ABD hisse senetleri g\u00fcn\u00fc % 2\u2019ye yak\u0131n art\u0131larla tamamlad\u0131lar. Dow Jones Sanayi Endeksi % 1.46 art\u0131\u015f kaydederken haftay\u0131 da 13 binin \u00fczerinden tamamlad\u0131. Vadeli i\u015flemlerde ise % 0.28\u2019lik gerileme ya\u015fan\u0131yor.<\/p>\n<p>Asya\u2019da yo\u011fun bir hafta ba\u015fl\u0131yor. MSCI Asya Endeksi\u2019ndeki 1007 \u015firketten 274 tanesinin bilan\u00e7olar\u0131 a\u00e7\u0131klanacak. Endeks bug\u00fcn % 0.9 art\u0131\u015f ya\u015farken y\u0131lba\u015f\u0131ndan bu yana\u00a0 getiri % 3.96 d\u00fczeyinde. 10 Asya para biriminden olu\u015fan ADXY Endeksi % 0.08 geriliyor. Dolar \/ Yen 78.36\u2019dan al\u0131c\u0131 buluyor. Japonya\u2019da sanayi \u00fcretimi beklentileri kar\u015f\u0131lamazken Nikkei 225 % 0.58 primli. \u00c7in\u2019de ise kar beklentilerindeki d\u00fc\u015f\u00fc\u015f hisse senetlerini a\u015fa\u011f\u0131 \u00e7ekiyor ve \u015eanghay Bile\u015fik Endeksi % 0.66 d\u00fc\u015f\u00fc\u015fte.<\/p>\n<p><strong>YURT \u0130\u00c7\u0130NDE \u0130Y\u0130MSER HAVA<\/strong><br \/>\nCuma g\u00fcn\u00fc % 0.83 art\u0131\u015fla 64.372 puana y\u00fckselen \u0130MKB 100 Endeksi b\u00f6ylece 2012 y\u0131l\u0131n\u0131n da rekorunu k\u0131rm\u0131\u015f oldu. Bilan\u00e7o beklentileri ile de ivme kazanan endekste yar\u0131n a\u00e7\u0131klanacak olan Garanti Bankas\u0131 kar\u0131 yak\u0131ndan izlenecek. G\u00f6sterge niteli\u011findeki tahvilin bile\u015fik faizi % 7.78\u2019den kapan\u0131\u015f yaparken kalan vadelerde de k\u00fc\u00e7\u00fck \u00e7apl\u0131 sat\u0131\u015flar g\u00f6zlendi. Dolar \/ TL 1.8143\u2019ten g\u00fcne ba\u015fl\u0131yor. Euro \/ TL 2.23\u2019te ve Sepet Kur 2.0220\u2019den ekranlara yans\u0131yor.<\/p>\n<p>BloombergHT<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Eyl\u00fcl ay\u0131na kadar \u00f6nemli bir toplant\u0131 tarihi belirlemeyen Avrupal\u0131 lideler son strese nas\u0131l cevap vereceklerini bilemeyince araya giren Avrupa Merkez Bankas\u0131 (ECB) Ba\u015fkan\u0131 Draghi sorumlulu\u011fu&hellip;<\/p>\n","protected":false},"author":2,"featured_media":14416,"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-18114","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\/18114","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=18114"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/18114\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/14416"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=18114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=18114"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=18114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}