{"id":19789,"date":"2012-09-19T07:32:37","date_gmt":"2012-09-19T05:32:37","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=19789"},"modified":"2012-09-19T07:32:57","modified_gmt":"2012-09-19T05:32:57","slug":"seans-oncesi-target2-endiseleri-artriyor-0845","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-target2-endiseleri-artriyor-0845\/","title":{"rendered":"Seans \u00d6ncesi &#8211; TARGET2 Endi\u015feleri Artr\u0131yor &#8211; 08:45"},"content":{"rendered":"<p>D\u00fcn saat 16:15&#8217;de verdi\u011fim yorumda TCMB karar\u0131n\u0131 de\u011ferlendirmi\u015f ve \u00f6zellikle borsa \u00fczerinde fazla bir etkisi olmad\u0131\u011f\u0131n\u0131 belirtmi\u015ftim. Bu sabah itibariyle d\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda Japonya&#8217;dan gelen olumlu haberler var. FED&#8217;in takip\u00e7isi olarak Japon Merkez Bankas\u0131 da varl\u0131k al\u0131m program\u0131 miktar\u0131n\u0131 art\u0131rd\u0131.\u00a0Yendeki a\u015f\u0131r\u0131 de\u011ferlenmenin, ekonomik toparlanmay\u0131 olumsuz etkilemesinin \u00f6n\u00fcne ge\u00e7meye \u00e7al\u0131\u015fan Japonya Merkez Bankas\u0131 varl\u0131k al\u0131m program\u0131n\u0131 45 trilyon yenden 55 trilyon yene \u00e7\u0131kard\u0131. Bloomberg anketine kat\u0131lan 21 analistin 5&#8217;i bu hamleyi \u00f6ng\u00f6r\u00fcrken, 11&#8217;i geni\u015flemenin Ekim&#8217;de olaca\u011f\u0131 tahmininde bulunmu\u015ftu. Beklenti d\u00fc\u015f\u00fck oldu\u011fu i\u00e7in, piyasalar \u00fczerindeki etkisi anlaml\u0131 oldu. Bu sabah itibariyle Japonya y\u00fczde 1.42 yukar\u0131da bulunurken, \u00c7in borsas\u0131 da y\u00fczde 0.42 yukar\u0131da hareket ediyor. Dow vadelileri de y\u00fczde 0.40 art\u0131da bulunuyor. Japonya&#8217;n\u0131n hamlesi emtiaya da al\u0131m getirdi.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-375372477\"><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>Bizim borsaya bakt\u0131\u011f\u0131m\u0131zda ise d\u00fcn en d\u00fc\u015f\u00fck 67.450 seviyelerini g\u00f6rd\u00fckten sonra 67.600 seviyesinden kapand\u0131. Bekledi\u011fimiz a\u015fa\u011f\u0131 y\u00f6nl\u00fc gerileme ger\u00e7ekle\u015fti. D\u00fcnk\u00fc yorumumda 60 dakikal\u0131k grafiklerde teknik olarak dipler g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ve yukar\u0131 y\u00f6nl\u00fc bir tepkinin gelebilece\u011fini belirtmi\u015ftim. G\u00f6r\u00fcnen o ki, bu sabahki genel olumlu hava ile birlikte bizim endeks de yine 68 bine do\u011fru bir hareketle a\u00e7\u0131lacakt\u0131r. Fakat y\u00fckseli\u015fin devam etmesi ve g\u00fc\u00e7l\u00fc bir hal almas\u0131 i\u00e7in 68.500&#8217;\u00fcn yukar\u0131 ge\u00e7ilmesi gerekiyor. Bu t\u00fcr hamle olursa al\u0131m yap\u0131labilecek ka\u011f\u0131tlar hakk\u0131nda ayr\u0131ca bilgilendirme yapaca\u011f\u0131m. \u015eu an i\u00e7in 68 bin civar\u0131nda dalgalanma bekliyorum. BU arada d\u00fcn TCMB kararlar\u0131 borsa \u00fczerinde net bir olumlu etki yapmasa da, bunun temel sebebi genel olarak d\u0131\u015f piyasalard\u0131. MB&#8217;n\u0131n son karar\u0131 bankalar\u0131n k\u00e2rlar\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte biraz daha iyi olmas\u0131n\u0131 sa\u011flayaca\u011f\u0131 i\u00e7in \u00f6ncelikle yeniden bankalara talep gelip gelmeyece\u011fine bakmam\u0131z gerekiyor. \u00a0Dolay\u0131s\u0131yla banka endeksinin izlenmesi gerekiyor. Yabanc\u0131lar\u0131n pay\u0131 \u00f6nceki g\u00fcn d\u00fc\u015fm\u00fc\u015ft\u00fc, d\u00fcn ise yatay kald\u0131. Yabanc\u0131lardan net bir \u00e7\u0131k\u0131\u015f sinyali yok. BU \u015fartlar alt\u0131nda piyasa olumlu a\u00e7\u0131l\u0131r ve d\u0131\u015f piyasalardaki olumlu hava devam ederse, bu sefer d\u0131\u015far\u0131yla paralel hareket ederiz. Ama d\u0131\u015far\u0131da da Avrupa&#8217;N\u0131n sorunlar\u0131 g\u00fcn gibi a\u015fikar. Avrupa&#8217;da TARGET2 denilen bir mekanizma var. Bunun detaylar\u0131na girmeyeyim ama, k\u0131saca a\u00e7\u0131klamak gerekirse \u015f\u00f6yle anlatabiliriz; E\u011fer ipanyol veya \u0130talyan vatanda\u015flar\u0131ndan biri paras\u0131n\u0131 kendi, bankas\u0131ndan \u00e7ekip Alman bankalar\u0131na yat\u0131r\u0131rsa, \u0130spanyol ya da \u0130talyan Merkez Bankas\u0131, \u00a0bu mevduat kadar bir miktarda \u00a0paray\u0131 Alman Merkez Bankas\u0131 Bundesbank&#8217;a bor\u00e7lan\u0131yor. Dolay\u0131s\u0131yla Alman Merkez Bankas\u0131n\u0131n varl\u0131klar\u0131 art\u0131yor, \u0130spanyol ya da \u0130talyan Merkez Bankas\u0131&#8217;n\u0131n varl\u0131klar\u0131 azal\u0131yor. Bu hareket g\u00fc\u00e7lenirse, \u0130spanyol ve \u0130talyan veya sorunlu di\u011fer avrupa ekonomilerinin Alman Bundesbankta&#8217;ki borcu art\u0131yor. \u015eu \u00a0an Bundesbanktaki Target2 kar\u015f\u0131l\u0131\u011f\u0131, \u00a0850 milyar dolara yakla\u015fm\u0131\u015f durumda. MAvi y\u00fckselen \u00e7izgi bunu g\u00f6steriyor.<\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/09\/Target2-Net-Balance.gif\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-19790\" title=\"Target2-Net-Balance\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/09\/Target2-Net-Balance-300x227.gif\" alt=\"\" width=\"600\" height=\"454\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/09\/Target2-Net-Balance-300x227.gif 300w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/09\/Target2-Net-Balance.gif 973w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">\n<p style=\"text-align: left;\">Grafikte en h\u0131zl\u0131 de\u011fer kaybeden iki \u00fclke ise \u0130spanya ve \u0130talya olarak kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. Bu durum devam ettik\u00e7e vve para ka\u00e7\u0131\u015f\u0131 h\u0131zland\u0131k\u00e7a Bundesbank&#8217;taki mikktar daha da artacak ama ileride bu paralar\u0131n \u0130spanya ve \u0130talya taraf\u0131ndan \u00f6denememe sorunu var. \u0130lerdieki g\u00fcnlerde herkesin Target2&#8217;yi konu\u015ftu\u011funa \u015fahit olaca\u011f\u0131z. Buna \u00e7\u00f6z\u00fcm \u00fcretmek ise kolay de\u011fil. Dolay\u0131s\u0131yla bu mevduat ka\u00e7\u0131\u015f\u0131 Merkez Bankalar\u0131n\u0131n ve \u00f6zellikle de AMB&#8217;n\u0131n uygulad\u0131\u011f\u0131 para politikas\u0131n\u0131 \u00a0zay\u0131flat\u0131yor.<\/p>\n<p style=\"text-align: left;\">\u0130\u015fte bu nedenlerle ABD&#8217;den daha ziyade Avrupa borsalar\u0131n\u0131 izlemekte fayda var. Bir sonraki yorumumu saat 15:45 civar\u0131nda vermeyi d\u00fc\u015f\u00fcn\u00fcyorum. Bug\u00fcn yo\u011fun bir g\u00fcndemim var. Bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn saat 16:15&#8217;de verdi\u011fim yorumda TCMB karar\u0131n\u0131 de\u011ferlendirmi\u015f ve \u00f6zellikle borsa \u00fczerinde fazla bir etkisi olmad\u0131\u011f\u0131n\u0131 belirtmi\u015ftim. Bu sabah itibariyle d\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda Japonya&#8217;dan gelen&hellip;<\/p>\n","protected":false},"author":102,"featured_media":0,"comment_status":"closed","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-19789","post","type-post","status-publish","format-standard","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/19789","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\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=19789"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/19789\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=19789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=19789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=19789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}