{"id":23763,"date":"2013-03-27T07:59:18","date_gmt":"2013-03-27T05:59:18","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=23763"},"modified":"2013-03-27T08:00:08","modified_gmt":"2013-03-27T06:00:08","slug":"seans-oncesi-merkez-bankasi-kararlari-ve-piyasalar-0835","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-merkez-bankasi-kararlari-ve-piyasalar-0835\/","title":{"rendered":"Seans \u00d6ncesi&#8230; Merkez Bankas\u0131 Kararlar\u0131 ve Piyasalar&#8230;08:35"},"content":{"rendered":"<p>D\u00fcn Merkez Bankas\u0131&#8217;ndan (MB) yine s\u00fcrpriz (piyasalar\u0131n ve benim beklentimin d\u0131\u015f\u0131nda)kararlar a\u00e7\u0131kland\u0131. Bu kararlar\u0131 ayr\u0131nt\u0131l\u0131 olarak bug\u00fcn gazetesindeki k\u00f6\u015femde anlatt\u0131m. Bu y\u00fczden burada tekrar de\u011finmeyece\u011fim. Okumak i\u00e7in <a href=\"http:\/\/ekonomi.bugun.com.tr\/merkez-bankasi-pes-etti-yazisi-227773\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">t\u0131klay\u0131n\u0131z<\/a>. Burada piyasalar \u00fczerindeki olas\u0131 etkilerini aktarmaya \u00e7al\u0131\u015faca\u011f\u0131m.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3446909567\"><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 MB kararlar\u0131 sonras\u0131nda borsa yeniden art\u0131\u015f trendine girdi. Bu art\u0131\u015f ani ve z\u0131plama \u015feklinde olmad\u0131. Ger\u00e7i kararlar a\u00e7\u0131kland\u0131ktan hemen sonra ilk anda 350 puan civar\u0131nda y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc ama as\u0131l ondan sonras\u0131 \u00f6nemliydi. D\u0131\u015f piyasalar genel olarak yatay ve hatta a\u015fa\u011f\u0131 e\u011fimli olmas\u0131na ra\u011fmen bizim piyasa 84 bine \u00e7ok yak\u0131n bir seviyeden kapand\u0131. D\u00fcnk\u00fc yorumumda MB&#8217;dan ne t\u00fcr kararlar gelirse borsan\u0131n artabilece\u011fini, hangi t\u00fcr kararlar gelirse borsa \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratabilece\u011fini belirtmi\u015ftim. Piyasa da munzamda art\u0131\u015f bekledi\u011fi i\u00e7in, karar \u00f6ncesinde borsan\u0131n hafif a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyir i\u00e7inde olmas\u0131n\u0131 bekliyordum. Ama d\u00fcn borsa a\u00e7\u0131l\u0131\u015ftan itibaren yatay seyretti. Piyasa faizin \u00fcst seviyesinde 100 baz puanl\u0131k indirim beklemiyordu ama, belki de munzamlarda art\u0131\u015f olmayaca\u011f\u0131 sinyalini alm\u0131\u015f olabilir.<\/p>\n<p>Sonu\u00e7 olarak bu kararlar b\u00fcy\u00fcmeye destek verecek. Enflasyon konusu geri plana itilmi\u015f ve cari a\u00e7\u0131ktaki olas\u0131 art\u0131\u015fa da biraz g\u00f6z yumulacak durumu var. \u0130\u00e7eride talep b\u00fcy\u00fcmesi devam edecektir. Bu kararlar sonras\u0131nda, Babacan veya Merkez Bankas\u0131 Ba\u015fkan\u0131 BA\u015f\u00e7\u0131&#8217;dan kredi b\u00fcy\u00fcmesindeki y\u00fczde 15&#8217;lik s\u0131n\u0131r da yukar\u0131 \u00e7ekilebilir. Bu da borsaya olumlu katk\u0131 yapar. MB \u015fu an d\u00f6vizin yukar\u0131 gidi\u015finden rahats\u0131z olmad\u0131\u011f\u0131 gibi, \u0130srail \u00f6zr\u00fc ve bar\u0131\u015f s\u00fcrecinin yeni sermaye ak\u0131mlar\u0131 yaratarak kur \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturaca\u011f\u0131n\u0131 da \u00f6ng\u00f6rm\u00fc\u015f olabilir.<\/p>\n<p>D\u00fcn MB kararlar\u0131 sonras\u0131 g\u00f6nderdi\u011fim twitte borsada al\u0131m yap\u0131labilece\u011fini belirttim. Borsan\u0131n bundan sonraki y\u00f6n\u00fcn\u00fcn yukar\u0131 olmas\u0131n\u0131 ve d\u0131\u015far\u0131dan s\u00fcrpriz olumsuz haberler gelmedi\u011fi s\u00fcrece 84 bin seviyesinin a\u015f\u0131larak daha \u00f6nceki rekor seviye olan 86.500 civar\u0131na do\u011fru y\u00fckseli\u015fin devam etmesini bekliyorum. \u00a0Dolar\/TL kuru i\u00e7in ise daha 1.75-1.77 aral\u0131\u011f\u0131nda olan dip seviyeyi 1.80&#8217;e \u00e7ekiyorum. E\u011fer ciddi sermaye giri\u015fi olmazsa, dolar 1.80&#8217;i kendine destek yapacakt\u0131r. Birka\u00e7 ay sonra da enflasyonda yeniden yukar\u0131 y\u00f6nl\u00fc hareket olas\u0131l\u0131\u011f\u0131 var. \u00a0T\u00fcrkiye d\u00fcn d\u0131\u015far\u0131dan pozitif ayr\u0131\u015ft\u0131 ve yeni bir pozitif ayr\u0131\u015fma d\u00f6nemine girildi\u011fini s\u00f6ylemek m\u00fcmk\u00fcn. Borsan\u0131n yeni deste\u011fi art\u0131k 82 bin seviyesidir ve bu seviyenin alt\u0131nda kapan\u0131\u015f olmad\u0131\u011f\u0131 s\u00fcrece, pozisyonlar korunmal\u0131 ama 82 bin seviyesi stop olarak belirlenmelidir.Bug\u00fcn 84 bin \u00fczerinde a\u00e7\u0131l\u0131\u015f ve sonras\u0131nda 83.500&#8217;in destek yap\u0131larak y\u00fckseli\u015fin s\u00fcrece\u011fini d\u00fc\u015f\u00fcn\u00fcyorum. Yat\u0131r\u0131mc\u0131lar tahvil ve bono fonlar\u0131nda pozisyonlar\u0131n\u0131 art\u0131rabilirler.<\/p>\n<p>Bu sabah di\u011fer piyasalara bakt\u0131\u011f\u0131m\u0131zda, d\u00fcn ABD&#8217;den gelen olumlu veriler sonras\u0131nda Dow endeksi y\u00fczde 0.77 art\u0131\u015f yapt\u0131. Bu sabah ABD vadelileri y\u00fczde 0.05 civar\u0131nda art\u0131da bulunurken, Asya cephesinde yatay hareket var. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131n\u0131 diliyorum.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn Merkez Bankas\u0131&#8217;ndan (MB) yine s\u00fcrpriz (piyasalar\u0131n ve benim beklentimin d\u0131\u015f\u0131nda)kararlar a\u00e7\u0131kland\u0131. Bu kararlar\u0131 ayr\u0131nt\u0131l\u0131 olarak bug\u00fcn gazetesindeki k\u00f6\u015femde anlatt\u0131m. Bu y\u00fczden burada tekrar de\u011finmeyece\u011fim.&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-23763","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\/23763","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=23763"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/23763\/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=23763"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=23763"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=23763"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}