{"id":18159,"date":"2012-07-31T08:38:36","date_gmt":"2012-07-31T06:38:36","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=18159"},"modified":"2012-07-31T08:38:36","modified_gmt":"2012-07-31T06:38:36","slug":"piyasalar-nefesini-tuttu-bekliyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalar-nefesini-tuttu-bekliyor\/","title":{"rendered":"Piyasalar Nefesini Tuttu Bekliyor"},"content":{"rendered":"<p>Bug\u00fcn toplanmaya ba\u015flayan Para Politikas\u0131 Kurulu (FOMC) yar\u0131n bir karara varacak. B\u00fcy\u00fcmenin\u00a0 % 1.5\u2019e d\u00fc\u015ft\u00fc\u011f\u00fc, enflasyonun FED\u2019in hedefi olan % 2 ile uyumlu oldu\u011fu, i\u015fsizlik oran\u0131n\u0131n % 8.2\u2019de seyretti\u011fi ABD\u2019de merkez bankas\u0131na ili\u015fkin beklentiler artm\u0131\u015f durumda. Varl\u0131k al\u0131m\u0131ndan uzun vadeli faizlerin d\u00fc\u015f\u00fck kalaca\u011f\u0131na dair garanti vermeye kadar geni\u015f bir se\u00e7enekler yelpazesi olan FED\u2019in ne yapaca\u011f\u0131 merakla izleniyor. Bloomberg\u2019in yapt\u0131\u011f\u0131 bir ankete g\u00f6re ise kat\u0131l\u0131m sa\u011flayan 58 ekonomistin % 88\u2019i bu toplant\u0131dan geni\u015flemecei bir karar \u00e7\u0131kmas\u0131n\u0131 beklemiyorlar. Kat\u0131l\u0131mc\u0131lar\u0131n\u00a0 % 48\u2019i Eyl\u00fcl toplant\u0131s\u0131nda parasal geni\u015fleme beklerken 48 kat\u0131lmc\u0131dan 34\u2019\u00fc hem hazine tahvili hem de mortgage bazl\u0131 tahvil al\u0131m\u0131 bekliyorlar. Kat\u0131l\u0131mc\u0131lar\u0131n ortalama varl\u0131k al\u0131m\u0131 b\u00fcy\u00fckl\u00fc\u011f\u00fc beklentileri ise 600 milyar dolar.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-144094568\"><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>ABD\u2019de hisse senetleri realizasyona maruz kal\u0131rken S&amp;P 500 Endeksi g\u00fcn\u00fc % 0.05 gerileyerek 1.385 puandna tamamlad\u0131. Vadeli i\u015flemlerde ise Asya\u2019daki olumlu havan\u0131n etkisiyle % 0.38\u2019lik y\u00fckseli\u015f ya\u015fan\u0131yor. 10 y\u0131ll\u0131k ABD Hazine tahvili % 1.5189 bile\u015fikten g\u00fcn\u00fc tamamlad\u0131. Dolar Endeksi 82.71\u2019den i\u015flem g\u00f6r\u00fcyor.<\/p>\n<p><strong>SONRA ECB, AVRUPA, T\u00dcRK\u0130YE\u2026<\/strong><br \/>\nECB\u2019den gelebilecek a\u00e7\u0131klama ya da olas\u0131 e\u015fg\u00fcd\u00fcml\u00fc darbelerin kuvvetli olaca\u011f\u0131 beklentisiyle Avrupa varl\u0131klar\u0131 y\u00fckselmeye devam ediyorlar. Per\u015fembe g\u00fcn\u00fc yap\u0131lan Draghi konu\u015fmas\u0131ndan \u00f6nce % 7.7 bile\u015fi\u011fi ge\u00e7en \u0130spanyol 10 y\u0131ll\u0131k bile\u015fik faizi g\u00fcn\u00fc % 6.613\u2019ten tamamlad\u0131. Ayn\u0131 vadedeki \u0130talyan 10 y\u0131ll\u0131klar\u0131 % 6.02\u2019den g\u00fcn\u00fc kapatt\u0131. 10 y\u0131ll\u0131k T\u00fcrk tahvilinin bile\u015fik faizi % 8.19\u2019dan seans\u0131 bitirdi. G\u00f6sterge niteli\u011findeki tahvil ise % 7.77 seviyesinden al\u0131c\u0131 buldu.<\/p>\n<p>Bug\u00fcn Avrupa\u2019da karlar yak\u0131ndna izleniyor. Deutsche Bank, BBVA ve UBS gibi bankalar\u0131n kar a\u00e7\u0131klamalar\u0131 beklentilerin alt\u0131nda kal\u0131rken T\u00fcrkiye\u2019de ise Garanti Bankas\u0131 bilan\u00e7osu fiyatlanacak. 718.5 milyon TL net kar a\u00e7\u0131klayan bankan\u0131n analistler taraf\u0131ndan olu\u015fturulan net kar beklentisi 746 milyon TL ve ge\u00e7en y\u0131lki net kar\u0131 ise 943.2 milyon TL olmu\u015ftu. Bankan\u0131n hisseleri d\u00fcnk\u00fc i\u015flemlerde % 0.56 y\u00fckselmi\u015fti. Y\u0131lba\u015f\u0131ndan bu yana % 22.03 art\u0131\u015f kaydeden hisseler\u00a0 % 31.23 prim yapan bankac\u0131l\u0131k hisselerinin gerisinde kalm\u0131\u015f durumda. Hisse senetlerinin de bug\u00fcn yak\u0131ndan seyredece\u011fi veri Haziran ay\u0131 d\u0131\u015f ticareti olacak. Ekonomistlerin ortalama beklentisi 8 milyar dolar d\u00fczeyinde.<\/p>\n<p><strong>ASYA\u2019DA YE\u015e\u0130L BEKLEY\u0130\u015e<\/strong><br \/>\nFED ve ECB\u2019nin riskli varl\u0131klara destek verece\u011fini d\u00fc\u015f\u00fcnen analistlerin tavsiyeleri ve yat\u0131r\u0131mc\u0131lar\u0131n da kat\u0131l\u0131m\u0131yla Asya hisseleri ralli yapmaya devam ediyor. MSCI Asya Endeksi % 1.1 yukar\u0131da. Endeks bile\u015fenlerinden Japonya\u2019da Nikkei 225 Endeksi % 1.13 art\u0131da. \u0130\u015fsizlik verileri beklentilerin alt\u0131nda kalan ve % 4.4 beklenirken % 4.3 i\u015fsizlik a\u00e7\u0131klayan \u00fclkede ki\u015fisel harcamalarda ise ger\u00e7ekle\u015fmeler beklentilerin alt\u0131nda kalm\u0131\u015f durumda. Dolar \/ Yen 78.26\u2019da ve Yen de\u011fer kaybediyor. 10 Asya para birimindne olu\u015fan ADXY Endeksi % 0.05 primli. \u00c7in\u2019de canland\u0131rma paketi beklentileri b\u00fcy\u00fcrken yeni hisse senedi d\u00fczenlemelerinin ard\u0131ndan baz\u0131 \u015firketlerin borsa kotundan \u00e7\u0131kabileceklerine ili\u015fkin beklentilerle fiyatlamalar karma\u015f\u0131k hale gelmi\u015f durumda. \u015eanghay Bile\u015fik Endeksi % 0.23 primli ve g\u00fcnd\u00fcz seans\u0131ndaki eksilerini geri \u00e7evirmi\u015f durumda. Hindistan Merkez Bankas\u0131 (RBI) 2013 enflasyon hedefini % 6.5\u2019ten 7\u2019ye y\u00fckseltti. Ayn\u0131 y\u0131la ili\u015fkin b\u00fcy\u00fcme beklentisi % 7.3\u2019ten % 6.5\u2019e indirildi. Politika faizi olan repo oran\u0131 % 8\u2019de sabit tutulurken zorunlu kar\u015f\u0131l\u0131klar % 24\u2019ten % 23\u2019e indirildi. A\u00e7\u0131klamlar\u0131n ard\u0131ndan Sensex Endeksi % 0.33 d\u00fc\u015f\u00fc\u015f sergiliyor.<\/p>\n<p><strong>EMT\u0130A BEKLEY\u0130\u015eTE<\/strong><br \/>\n24 ham maddeden olu\u015fan S&amp;P GSCI Emtia Endeksi % 0.44 y\u00fckselirken petrol fiyat\u0131 sakin seyrediyor. ABD tipi ham petrol 89.78 dolardan al\u0131c\u0131 buluyor. Euro \/ Dolar 1.2274\u2019ten al\u0131c buluyor. Dolar \/ TL ise 1.80\u2019in alt\u0131na kaym\u0131\u015f durumda. Di\u011fer Geli\u015fen Piyasa kurlar\u0131nda da c\u0131l\u0131z al\u0131mlar ya\u015fan\u0131yor. De\u011ferli madenler g\u00fcne k\u00fc\u00e7\u00fck \u00e7apl\u0131 al\u0131mlarla ba\u015flad\u0131lar. Spot alt\u0131n ons ba\u015f\u0131na 1.623 dolarda, nakit g\u00fcm\u00fc\u015f ise 28.2050\u2019de. Son g\u00fcnlerin pop\u00fcle emtas\u0131 tah\u0131llarda al\u0131mlara devam ediliyor. D\u00fcn a\u00e7\u0131klanan ABD Tar\u0131m Bakanl\u0131\u011f\u0131 raporuna g\u00f6re k\u00f6t\u00fc durumda olan soya ve m\u0131s\u0131r\u0131n oran\u0131 artm\u0131\u015f durumda. COMEX yak\u0131n vadeli bak\u0131rda ise % 0.56\u2019l\u0131k y\u00fckseli\u015f ekranlara yans\u0131yor.<\/p>\n<p>BloombergHT<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bug\u00fcn toplanmaya ba\u015flayan Para Politikas\u0131 Kurulu (FOMC) yar\u0131n bir karara varacak. B\u00fcy\u00fcmenin\u00a0 % 1.5\u2019e d\u00fc\u015ft\u00fc\u011f\u00fc, enflasyonun FED\u2019in hedefi olan % 2 ile uyumlu oldu\u011fu, i\u015fsizlik&hellip;<\/p>\n","protected":false},"author":2,"featured_media":18160,"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-18159","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\/18159","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=18159"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/18159\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/18160"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=18159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=18159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=18159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}