{"id":24254,"date":"2013-04-26T07:02:51","date_gmt":"2013-04-26T05:02:51","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=24254"},"modified":"2013-04-26T07:03:06","modified_gmt":"2013-04-26T05:03:06","slug":"seans-oncesi-kandil-ve-piyasalar-0845","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-kandil-ve-piyasalar-0845\/","title":{"rendered":"Seans \u00d6ncesi&#8230; Kandil ve Piyasalar&#8230;08:45"},"content":{"rendered":"<p>D\u00fcn Kandil&#8217;de yap\u0131lan geri \u00e7ekilme a\u00e7\u0131klamas\u0131 \u00f6ncesinde piyasalar olumluydu, a\u00e7\u0131klamalar geldik\u00e7e borsada gerileme oldu. Bu konudaki yaz\u0131m\u0131 Bug\u00fcn gazetesindeki k\u00f6\u015femden <a href=\"http:\/\/www.bugun.com.tr\/karayilanin-mesajlari-ve-piyasalar-yazisi-605071\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">okuyabilirsiniz<\/a>.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-41299854\"><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>Almanya&#8217;n\u0131n \u015eans\u00f6lyesi Merkel han\u0131mefendi, faiz indirimi konusuna yine bula\u015ft\u0131. Avrupa Merkez Bankas\u0131&#8217;n\u0131n (AMB) Almanya&#8217;daki baz\u0131lar\u0131n\u0131n y\u00fcksek faiz iste\u011fi ile daha ucuz kredi talebi olan zor durumdaki Euro B\u00f6lgesi ekonomileri aras\u0131nda kald\u0131\u011f\u0131n\u0131 s\u00f6yledi.\u00a0Almanya&#8217;n\u0131n g\u00fcney Avrupa \u00fclkelerinin aksine y\u00fcksek faize ihtiyac\u0131n\u0131n oldu\u011funu dile getiren Merkel, Euro B\u00f6lgesi&#8217;ndeki ayr\u0131l\u0131klara bir kez daha dikkat \u00e7ekti.<\/p>\n<p>\u015eu an asl\u0131nda iki ekonomi okulu \u00e7arp\u0131\u015f\u0131yor. Biri kamu harcamalar\u0131n\u0131n kriz d\u00f6nemlerinde art\u0131r\u0131larak, b\u00fcy\u00fcmenin sa\u011flanmas\u0131n\u0131, tek ba\u015f\u0131na parasal geni\u015flemenin zay\u0131f etki yapaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor (Keynezyenler), di\u011feri de kamu harcamalar\u0131n\u0131n k\u0131s\u0131larak b\u00fct\u00e7e a\u00e7\u0131klar\u0131n\u0131n d\u00fc\u015f\u00fcr\u00fclmesi ve piyasalara g\u00fcven verilmesini \u00f6neriyor (Avusturya okulu). \u015eu ana kadar ya\u015fanan tecr\u00fcbe ise Keynezyenleri hakl\u0131 \u00e7\u0131kar\u0131yor. Avrupa fiili olarak b\u00f6l\u00fcnm\u00fc\u015f durumdad\u0131r ve Euro&#8217;nun gelece\u011fi orta ve uzun vadede belirsizdir. AMB belki de \u00fc\u00e7 ay \u00f6ncesinden faiz indirecekti ama Merkel abla izin vermiyordu. Art\u0131k medya yoluyla AMB&#8217;na mesaj gidiyor. Bu nedenle piyasalardaki olumlu hava fren yapt\u0131.<\/p>\n<p>D\u00fcn ABD borsalar\u0131 y\u00fckseli\u015fle kapand\u0131. Dow endeksi y\u00fczde 0.17, S&amp;P endeksi ise y\u00fczde 0.40 kapand\u0131. Bu sabah ABD vadelileri y\u00fczde 0.10-0.21 aras\u0131nda a\u015fa\u011f\u0131da bulunurken Asya cephesinde de Hong Kong ve Nikkei art\u0131dayken, \u00c7in ve G\u00fcney kore hafif ekside bulunuyor.<\/p>\n<p>Bizim borsa i\u00e7in d\u00fcn daha olumsuz bir g\u00f6r\u00fcn\u00fcm bekliyordum. Fakat y\u00fckselerek a\u00e7\u0131ld\u0131k. Bunun sebebi de Kandil&#8217;den yap\u0131lacak geri \u00e7ekilme a\u00e7\u0131klamalar\u0131na ili\u015fkin olumlu beklentilerdi. Bu a\u00e7\u0131klamalar gelmeye ba\u015flad\u0131ktan sonra endeks 85.500 civar\u0131ndan 84.600 seviyelerine kadar geriledi ve 84.943 seviyesinden kapan\u0131\u015f yapt\u0131. D\u00fcnk\u00fc a\u00e7\u0131klamalar sonras\u0131nda Moodys&#8217;ten bir not art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n artt\u0131\u011f\u0131n\u0131 s\u00f6yleyebiliriz. Moodys belki bir s\u00fcre daha bu s\u00fcreci izleyecektir. \u00c7\u00fcnk\u00fc a\u00e7\u0131klamalar sonras\u0131nda Mecliste de sert tart\u0131\u015fmalar oldu ama Kuzey Irak&#8217;taki k\u00fcrtlerle gizli bir boru hatt\u0131 anla\u015fmas\u0131 yapt\u0131\u011f\u0131m\u0131z konusunda g\u00f6r\u00fc\u015fler var. Atilla Ye\u015filada&#8217;n\u0131n www.paraanaliz.com isimli sitesindeki haber \u015f\u00f6yle;<\/p>\n<p><span style=\"color: #0000ff;\"><em>&#8220;Bloomberg&#8217;e g\u00f6re; Ankara ve Kuzey Irak K\u00fcrt Y\u00f6netimi \u00a0gizli bir enerji anla\u015fmas\u0131 imzalad\u0131lar. Bloomberg\u2019e g\u00f6re, \u00a0d\u00f6\u015fenecek \u00a0boru hatt\u0131 sayesinde uzun vadede T\u00fcrkiye\u2019nin cari a\u00e7\u0131\u011f\u0131 \u00fc\u00e7te bir oran\u0131nda azalabilir.\u00a0 Makalenin ba\u015fl\u0131\u011f\u0131 \u201cKurds\u2019 Oil Skirting Baghdad Offers Deficit Buster: Turkey Credit\u201d.\u00a0 Makalede BGC Partners Ba\u015fekonomisti \u00d6zg\u00fcr Altu\u011f 2018 y\u0131l\u0131nda T\u00fcrkiye\u2019nin cari a\u00e7\u0131\u011f\u0131n\u0131n 17 milyar dolar azalaca\u011fin\u0131 \u00f6ng\u00f6rd\u00fc.&#8221; (yaz\u0131n\u0131n tamam\u0131n\u0131 okumak i\u00e7in <a href=\"http:\/\/www.paraanaliz.com\/portal\/articles\/549\/geri-cekilme-piyasalara-yarayaca\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">t\u0131klay\u0131n\u0131z<\/a>)<\/em><\/span><\/p>\n<p>E\u011fer bu haber do\u011fruysa ve \u00d6zg\u00fcr Altu\u011f bu t\u00fcr bir hesap yapm\u0131\u015fsa ciddiye almak gerekir. \u015eu an T\u00fcrk borsas\u0131 i\u00e7 ve d\u0131\u015f fakt\u00f6rlerin yo\u011fun etkisi alt\u0131nda bulunuyor. Bar\u0131\u015f s\u00fcreci zor bir s\u00fcre\u00e7. \u0130leride \u00e7atlak sesler \u00e7\u0131kt\u0131k\u00e7a piyasalar \u00fczerindeki etkisi daha fazla olur. Bunu gazetedeki k\u00f6\u015femde anlatt\u0131m.<\/p>\n<p>D\u0131\u015f piyasalarda ve i\u00e7erideki geli\u015fmeler sonras\u0131nda bug\u00fcn borsan\u0131n g\u00fcne 84.570-85.000 aral\u0131\u011f\u0131ndan ba\u015flamas\u0131n\u0131 bekliyorum. D\u00fcn verdi\u011fim destekler \u00f6nemlidir. 82.250 seviyesinde \u00e7ok g\u00fc\u00e7l\u00fc deste\u011fimiz var. Bunun \u00f6ncesinde ise 84.250 seviyesinde daha k\u0131sa vadeli destek bulunuyor. Bug\u00fcn 84.250-85.500 aral\u0131\u011f\u0131nda hareket bekleyebiliriz. Bu \u015fartlar alt\u0131nda orta vadeli g\u00f6r\u00fcn\u00fcm hala olumlu, k\u0131sa vadede 84.250 a\u015fa\u011f\u0131 k\u0131r\u0131lmad\u0131k\u00e7a sorun g\u00f6r\u00fcnm\u00fcyor. Fakat yabanc\u0131 pay\u0131n\u0131n son iki haftad\u0131r artmamas\u0131 endekste y\u00fckseli\u015f potansiyelini zay\u0131flat\u0131yor. Dolay\u0131s\u0131yla y\u00f6n belirlemeye \u00e7al\u0131\u015fan bir BIST100 g\u00f6rebiliriz. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1695641751\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\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","protected":false},"excerpt":{"rendered":"<p>D\u00fcn Kandil&#8217;de yap\u0131lan geri \u00e7ekilme a\u00e7\u0131klamas\u0131 \u00f6ncesinde piyasalar olumluydu, a\u00e7\u0131klamalar geldik\u00e7e borsada gerileme oldu. Bu konudaki yaz\u0131m\u0131 Bug\u00fcn gazetesindeki k\u00f6\u015femden okuyabilirsiniz. Almanya&#8217;n\u0131n \u015eans\u00f6lyesi Merkel han\u0131mefendi,&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-24254","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\/24254","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=24254"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/24254\/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=24254"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=24254"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=24254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}