{"id":22263,"date":"2013-01-07T08:20:35","date_gmt":"2013-01-07T06:20:35","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=22263"},"modified":"2013-01-07T08:20:56","modified_gmt":"2013-01-07T06:20:56","slug":"seans-oncesi-yeni-haftaya-baslarken","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-yeni-haftaya-baslarken\/","title":{"rendered":"Seans \u00d6ncesi &#8211; Yeni haftaya ba\u015flarken&#8230;08:45"},"content":{"rendered":"<p>Ge\u00e7en haftan\u0131n son g\u00fcn\u00fcne FED toplant\u0131 tutanaklar\u0131nda, parasal geni\u015flemeyi sonland\u0131rma tart\u0131\u015fmalar\u0131 damgas\u0131n\u0131 vurmu\u015ftu. Bu durum \u00f6zellikle FX piyasalar\u0131nda sert dalgalanmalara neden oldu. Euro-dolar paritesinde sert d\u00fc\u015f\u00fc\u015f g\u00f6zlenmi\u015fti ve herkes ABD borsalar\u0131n\u0131n a\u00e7\u0131l\u0131\u015f\u0131n\u0131 bekledi. Borsalarda \u00e7ok \u00f6nemli bir k\u00f6t\u00fcle\u015fme olmad\u0131. \u00c7\u00fcnk\u00fc bir g\u00fcn \u00f6nce FED toplant\u0131 tutanaklar\u0131 a\u00e7\u0131kland\u0131\u011f\u0131nda zaten ABD borsalar\u0131 olumsuz tepki vermi\u015fti.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1680728552\"><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>Bu haftaya ba\u015flarken i\u00e7eride ve d\u0131\u015far\u0131da yine \u00f6nemli g\u00fcndem maddeleri bulunuyor. Bu haftan\u0131n en \u00f6nemli olay\u0131 10 Ocak g\u00fcn\u00fc yap\u0131lacak olan Avrupa Merkez Bankas\u0131 (AMB) toplant\u0131s\u0131 olacakt\u0131r. \u00d6zellikle d\u00f6viz piyasalar\u0131n\u0131 yak\u0131ndan ilgilendirecektir. Bilindi\u011fi \u00fczere, daha \u00f6nceki toplant\u0131larda Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Draghi, gerekirse s\u0131n\u0131rs\u0131z tahvil al\u0131m\u0131 yapabilece\u011fini duyurmu\u015ftu. Bu mesaj, AVrupa&#8217;da \u00f6zellikle bor\u00e7 sorunlu \u00fclkelerin tahvil faizlerinin h\u0131zla gerilemesini sa\u011flayarak, bu h\u00fckumetlerin elini g\u00fc\u00e7lendirmi\u015fti.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/ispanya.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-22264\" alt=\"ispanya\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/ispanya.png\" width=\"331\" height=\"216\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/ispanya.png 331w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/ispanya-300x195.png 300w\" sizes=\"auto, (max-width: 331px) 100vw, 331px\" \/><\/a><\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/italya.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-22265\" alt=\"italya\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/italya.png\" width=\"331\" height=\"216\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/italya.png 331w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/01\/italya-300x195.png 300w\" sizes=\"auto, (max-width: 331px) 100vw, 331px\" \/><\/a><\/p>\n<p>Yukar\u0131daki grafiklerde \u0130spanya ve \u0130talya&#8217;n\u0131n faizlerinin son d\u00f6nemlerde nas\u0131l d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz. \u00a0 AMB&#8217;n\u0131n bu hafta yapaca\u011f\u0131 toplant\u0131da faiz indirip indirmeyece\u011fi bekleniyor. Piyasa 25 baz puanl\u0131k bir indirim olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyor ama bu konuda emin olmak zor. \u00a0E\u011fer AMB faiz indirirse, Euro-dolar paritesinde sert gerileme g\u00f6r\u00fcr\u00fcz fakat bu sert gerileme al\u0131m f\u0131rsat\u0131 olur diye d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n<p>Bug\u00fcn i\u00e7in Avrupa&#8217;da \u00dcFE rakamlar\u0131 a\u00e7\u0131klanacak, yar\u0131n da perakende sat\u0131\u015flar ve i\u015fsizlik oran\u0131 verileri var. ABD&#8217;de ise bug\u00fcn a\u00e7\u0131klanacak \u00f6nemli veri yok. ABD&#8217;de 2012 y\u0131l\u0131 kar a\u00e7\u0131klamalar\u0131 ba\u015fl\u0131yor ve daha sonra da finansal tablolar a\u00e7\u0131klanacak. AlCOA ile ba\u015flayacak kar a\u00e7\u0131klamalar\u0131 ABD borsalar\u0131nda sert hareketler yaratabilir, fakat bizim piyasalar \u00fczerinde etkisi g\u00fc\u00e7l\u00fc olmayabilir. \u00a0Daha \u00f6nceki kar a\u00e7\u0131klamalar\u0131nda da bizim borsa \u00e7ok fazla reaksiyon vermiyordu.<\/p>\n<p>IMKB100 endeksi ge\u00e7en cuma gerileyerek kapan\u0131\u015f yapt\u0131. Bu gerilemenin en \u00f6nemli sebebi, ABD borsalar\u0131nda bir d\u00fc\u015f\u00fc\u015f olabilece\u011fi riskiydi. Fakat ABD borsalar\u0131 cuma g\u00fcn\u00fcn\u00fc y\u00fczde 0.35&#8217;in \u00fczerinde art\u0131\u015flarla kapatt\u0131. BU sabah ABD vadelileri hafif a\u015fa\u011f\u0131da (y\u00fczde 0.13) seyrederken Japonya y\u00fczde 0.89 gerilemi\u015f durumda. \u00c7in borsas\u0131 ise y\u00fczde 0.09 art\u0131da bulunuyor. Yani kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm var. \u0130MKB&#8217;nin 79.700 civar\u0131nda a\u00e7\u0131l\u0131\u015f yaparak yukar\u0131 hareketini devam ettirmek isteyece\u011fini d\u00fc\u015f\u00fcnebilir. \u0130MKB100 i\u00e7in en \u00f6nemli destek seviyesi 78.250 civar\u0131d\u0131r. Bu seviyenin alt\u0131na gerileme olmas\u0131 olas\u0131l\u0131\u011f\u0131 d\u00fc\u015f\u00fck. \u00a0E\u011fer \u00e7ok belirgin olumsuz geli\u015fmeler olmazsa, endeks bug\u00fcn yeniden 80 bin seviyelerini zorlayabilir. \u00a0Herkes eb\u0131ol kazan\u00e7l\u0131 bir hafta olmas\u0131n\u0131 diliyorum.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en haftan\u0131n son g\u00fcn\u00fcne FED toplant\u0131 tutanaklar\u0131nda, parasal geni\u015flemeyi sonland\u0131rma tart\u0131\u015fmalar\u0131 damgas\u0131n\u0131 vurmu\u015ftu. Bu durum \u00f6zellikle FX piyasalar\u0131nda sert dalgalanmalara neden oldu. Euro-dolar paritesinde sert&hellip;<\/p>\n","protected":false},"author":102,"featured_media":9297,"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-22263","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\/22263","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=22263"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/22263\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9297"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=22263"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=22263"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=22263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}