{"id":1978,"date":"2011-06-24T09:52:52","date_gmt":"2011-06-24T06:52:52","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=1978"},"modified":"2011-06-24T11:28:10","modified_gmt":"2011-06-24T08:28:10","slug":"bir-garip-ayrisma","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/bir-garip-ayrisma\/","title":{"rendered":"Bir Garip Ayr\u0131\u015fma?"},"content":{"rendered":"<p>\u00d6nceki g\u00fcn Fed faizleri de\u011fi\u015ftirmedi. Haziran ay\u0131 sonunda bitecek olan II.Bedava Para Paketinin (BPP) yerini alacak bir III.BPP\u2019den bahsetmedi. Sadece ula\u015f\u0131lan bilan\u00e7o b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc koruyacaklar\u0131n\u0131 zira arzulanan b\u00fcy\u00fcme seviyelerine ula\u015f\u0131lamad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Yine bedava para bekleyen piyasalar az da olsa hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011frad\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3498902939\"><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>D\u00fcn a\u00e7\u0131klanan ABD verileri sonras\u0131nda sat\u0131\u015f h\u0131zland\u0131. \u0130\u015fsizlik ba\u015fvurular\u0131ndaki art\u0131\u015f\u0131n s\u00fcrmesi, ikinci el konut sat\u0131\u015flar\u0131n\u0131n beklentileri kar\u015f\u0131lam\u0131yor olmas\u0131 ama hepsinden daha \u00f6nemlisi piyasalar\u0131 yukar\u0131 g\u00f6t\u00fcrecek para, i\u015ftah ve beklenti azald\u0131\u011f\u0131ndan k\u00fcresel piyasalara ciddi bir sat\u0131\u015f dalgas\u0131 geldi. Bu yaz\u0131 yaz\u0131ld\u0131\u011f\u0131 s\u0131rada Dow Jones Endeksi y\u00fczde 1.6, DAX y\u00fczde 1.8 gerilerken as\u0131l darbeyi emtia piyasalar\u0131 ald\u0131: Brent petrol\u00fc y\u00fczde 4.7, alt\u0131n y\u00fczde 1.8, g\u00fcm\u00fc\u015f y\u00fczde 3.1 gerilemi\u015fti.<\/p>\n<p>D\u0131\u015far\u0131da bunlar olurken i\u00e7eride Merkez Bankas\u0131 Para Politikas\u0131 Kurulu\u2019nun faiz karar\u0131 a\u00e7\u0131kland\u0131. PPK politika faizlerini ayn\u0131 b\u0131rak\u0131rken, zorunlu kar\u015f\u0131l\u0131klarda da bir de\u011fi\u015fikli\u011fe gitmedi. Sadece faizler ve kar\u015f\u0131l\u0131klar ayn\u0131 kalmad\u0131, Merkez Bankas\u0131\u2019n\u0131n \u201cs\u00f6ylemi\u201d de neredeyse ayn\u0131 kald\u0131. Son geli\u015fmelerden belirgin bir rahats\u0131zl\u0131k duyuldu\u011funa dair herhangi bir \u201crenk\u201d vermi\u015f de\u011fil. BDDK\u2019n\u0131n att\u0131\u011f\u0131 ad\u0131mlar\u0131n politkalar\u0131na katk\u0131 yapaca\u011f\u0131ndan dem vurulurken, May\u0131s ay\u0131nda s\u0131\u00e7rama g\u00f6steren i\u015flenmemi\u015f g\u0131da fiyatlar\u0131n\u0131n Haziran\u2019da belirgin bir d\u00fc\u015f\u00fc\u015f g\u00f6sterece\u011fi tahmin i eklenmi\u015f. Her ne kadar her hafta semt pazar\u0131na giden ve \u00f6zellikle ge\u00e7en haftaki fiyatlar\u0131 g\u00f6ren birisi olarak ben buna kat\u0131lm\u0131yor olsam da bu tahminden MB\u2019nin faizleri de\u011fi\u015ftirmemek i\u00e7in kendince iyi bir dayana\u011f\u0131 oldu\u011fu anlam\u0131 \u00e7\u0131kar\u0131labilir.<\/p>\n<p>D\u00fcn\u00fcn as\u0131l ilgin\u00e7 geli\u015fmesi, k\u00fcresel hisse senedi ve emtia piyasalar\u0131ndaki onca olumsuz havaya, dolar\/TL kurlar\u0131n\u0131n 1.6185\u2019i de k\u0131rarak 1.6345\u2019lere, g\u00f6sterge bono bile\u015fik faizlerinin y\u00fczde 9.29 seviyelerine kadar y\u00fckselmesine ra\u011fmen \u0130MKB\u2019nin \u201columlu\u201d ayr\u0131\u015fmas\u0131yd\u0131!<\/p>\n<p>\u00dcstelik de bu \u201cpozitif ayr\u0131\u015fma\u201d se\u00e7ime girmesinde bir sak\u0131nca bulunmayan ancak milletvekili se\u00e7ilince \u201csak\u0131ncal\u0131\u201d hale gelen Hatip Dicle meselesinden sonra BDP\u2019li \u201cba\u011f\u0131ms\u0131zlar\u0131n\u201d Meclis\u2019e gelmeyeceklerini a\u00e7\u0131klad\u0131klar\u0131, Haberal ve \u00d6zkan\u2019\u0131n tutukluluk hallerinin devam edece\u011fi haberinin geldi\u011fi s\u0131ralarda ya\u015fanmas\u0131 ilgin\u00e7ti!<\/p>\n<p>S\u0131rf MB\u2019nin karar\u0131 sonras\u0131nda, \u2018kar\u015f\u0131l\u0131k art\u0131\u015f\u0131 gelmediyse bankalar\u0131n bilan\u00e7olar\u0131nda daha fazla bozulma olmaz\u2019 s\u00f6ylemiyle bir al\u0131m ger\u00e7ekle\u015ftiyse bu ya ciddi bir beklentiyle yap\u0131ld\u0131, ya da ilgin\u00e7 bir \u201ccesaret\u201d \u00f6rne\u011fi sergilendi. \u00d6zellikle endeksteki a\u011f\u0131rl\u0131\u011f\u0131 fazla olan 2 banka hissesiyle ya\u015fanan bu y\u00fckseli\u015fin kal\u0131c\u0131 olabilmesi, ancak yurtd\u0131\u015f\u0131nda bir toparlanma ya\u015fanmas\u0131yla olabilir. Bu ihtimalin \u00e7ok da y\u00fcksek olmad\u0131\u011f\u0131n\u0131 s\u00f6yleyebilirim.<\/p>\n<p><strong>Ali A\u011eAO\u011eLU<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00d6nceki g\u00fcn Fed faizleri de\u011fi\u015ftirmedi. Haziran ay\u0131 sonunda bitecek olan II.Bedava Para Paketinin (BPP) yerini alacak bir III.BPP\u2019den bahsetmedi. Sadece ula\u015f\u0131lan bilan\u00e7o b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc koruyacaklar\u0131n\u0131 zira&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-1978","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\/1978","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=1978"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/1978\/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=1978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=1978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=1978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}