{"id":25657,"date":"2013-06-14T07:46:43","date_gmt":"2013-06-14T05:46:43","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=25657"},"modified":"2013-06-14T07:47:04","modified_gmt":"2013-06-14T05:47:04","slug":"seans-oncesi-son-dakika-satislari","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-son-dakika-satislari\/","title":{"rendered":"Seans \u00d6ncesi&#8230; Son Dakika Sat\u0131\u015flar\u0131"},"content":{"rendered":"<p>D\u00fcn sabah d\u0131\u015f piyasalar olduk\u00e7a olumsuzdu. Bizde de referandum karar\u0131ndan bahsedildi ve bu da piyasalar i\u00e7in olumlu olabilirdi ama, hi\u00e7bir ayr\u0131nt\u0131 yoktu. Bu nedenle borsan\u0131n d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131laca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrken endeks y\u00fckseli\u015fle a\u00e7\u0131ld\u0131. Uzun s\u00fcre 78 bin civar\u0131na yak\u0131n \u00a0yatay hareket etti. Seans\u0131n son yar\u0131m saatinde de sat\u0131\u015flar vard\u0131. Tahminimce d\u00fcn y\u00fckseli\u015fin tek sebebi referandum de\u011fildi. Kurlardaki gerileme ve faizin a\u015fa\u011f\u0131 hareketi borsaya destek verdi ama borsa hala tam olarak dengelerine oturmad\u0131. \u00d6\u011fleden sonra ABD&#8217;den gelen veriler beklentilerin \u00e7ok \u00fczerinde olumluydu. Hem i\u015fsizlik ba\u015fvurular\u0131 hem de perakende sat\u0131\u015flar \u00e7ok iyi geldi. D\u0131\u015f piyasalar d\u00fczelmeye ba\u015flad\u0131 fakat biz olumlu tepki vermedik.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3592971372\"><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><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/06\/endeks-14haziran.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-25658\" alt=\"endeks-14haziran\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/06\/endeks-14haziran.png\" width=\"402\" height=\"335\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/06\/endeks-14haziran.png 402w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/06\/endeks-14haziran-300x250.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/a><\/p>\n<p>Grafikte g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere, aksine seans sonuna do\u011fru gelen sat\u0131\u015flar endeksi 77.750 seviyelerinden 76.500 seviyesine kadar yakla\u015f\u0131k 1250 puan a\u015fa\u011f\u0131 \u00e7ekti. \u00a0Dikey \u00e7izgi seans\u0131n ba\u015flad\u0131\u011f\u0131 yeri g\u00f6steriyor. Bu sat\u0131\u015f bask\u0131s\u0131n\u0131n nedenini bilmiyorum. Teknik olarak grafikler zaten g\u00fc\u00e7l\u00fc bir g\u00f6r\u00fcn\u00fcm sergilemedi\u011fi i\u00e7in yat\u0131r\u0131mc\u0131n\u0131n ekstra risk almamas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyordum. B\u00fcy\u00fck d\u00fc\u015f\u00fc\u015fler sonras\u0131nda ortaya \u00e7\u0131kan klasik kanal hareketleri oldu\u011funu s\u00f6yleyebiliriz. Bu t\u00fcr hareketleri s\u0131k\u00e7a g\u00f6rmek m\u00fcmk\u00fcn. Sat\u0131lan ka\u011f\u0131tlar\u0131n ucuzdan toplanmas\u0131 i\u00e7in benzer hareketleri bir hafta daha ya\u015fayabiliriz. \u015eu an piyasalar FED&#8217;e odakland\u0131. Sal\u0131 ve \u00c7ar\u015famba g\u00fcn\u00fc FED toplant\u0131s\u0131 var ve \u00c7ar\u015famba ak\u015fam\u0131 FED&#8217;in a\u00e7\u0131klamalar\u0131 izlenecek. Bizim piyasalar\u0131n da bu geli\u015fmelere tekrar odaklanm\u0131\u015f olmas\u0131, normale d\u00f6n\u00fc\u015f\u00fcn en \u00f6nemli g\u00f6stergesidir. FED&#8217;den faiz art\u0131r\u0131m\u0131n\u0131 erkene almas\u0131n\u0131 beklemiyorum. Y\u00fczde 6.5 i\u015fsizlik ve y\u00fczde 2.5 enflasyon s\u0131n\u0131r\u0131 tekrar vurgulanacakt\u0131r. Tahminimce Ekim sonras\u0131ndaki bir tarih i\u00e7in de tahvil al\u0131mlar\u0131 azalt\u0131lacakt\u0131r ama bunun d\u00fc\u015f\u00fck bir miktar olmas\u0131n\u0131 bekliyorum (en fazla 10-15 milyar dolar). \u015eu ana kadar verilen sinyallerde yakla\u015f\u0131k 20 milyar dolar azalt\u0131laca\u011f\u0131 izlenimi, yarat\u0131ld\u0131. Daha d\u00fc\u015f\u00fck olaca\u011f\u0131 a\u00e7\u0131klan\u0131rsa piyasalar olumlu etkilenir.<\/p>\n<p>Endeks i\u00e7in bug\u00fcn yine random (rassal) hareketler bekliyorum. Y\u00f6n belirlemek zor. Y\u00f6n i\u00e7in 75 bin ile 78 bin aral\u0131\u011f\u0131ndaki band\u0131 verebiliriz. Bu aral\u0131kta dalgalanmas\u0131 normal olacakt\u0131r. D\u0131\u015far\u0131ya bakt\u0131\u011f\u0131m\u0131zda ABD borsalar\u0131 y\u00fczde 1.20&#8217;nin \u00fczerinde art\u0131\u015f yapt\u0131lar. Dow y\u00fczde 1.21, S&amp;P ise y\u00fczde 1.48 artt\u0131. ABD vadelileri d\u00fcne g\u00f6re \u00e7ok hafif a\u015fa\u011f\u0131dalar. Avrupa&#8217;n\u0131n art\u0131da a\u00e7\u0131lmas\u0131 beklenirken, Asya cephesinde d\u00fcn sert d\u00fc\u015fen Japonya \u015fu an y\u00fczde 3.69 art\u0131da bulunuyor. \u00c7in borsas\u0131 ise y\u00fczde 0.38 yukar\u0131da bulunuyor. Daha \u00f6nceki yaz\u0131lar\u0131mda da belirtti\u011fim \u00fczere, 73 bini dip olarak g\u00f6r\u00fcyorum. 75 bin veya alt\u0131na olacak d\u00fc\u015f\u00fc\u015flerde yeni al\u0131m d\u00fc\u015f\u00fcn\u00fclebilir.<\/p>\n<p><strong>NOT<\/strong>: Okuyuculardan Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. b\u00fcnyesinde olu\u015fturulmas\u0131na Genel M\u00fcd\u00fcr Akademik dan\u0131\u015fman\u0131 olarak \u00a0 katk\u0131da bulundu\u011fum yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 birimi ve bu birimin verece\u011fi hizmetlere ili\u015fkin \u00e7ok soru geliyor. Bu konuda bug\u00fcn saat 15:00&#8217;de gerekli ayr\u0131nt\u0131lar\u0131 verece\u011fim. Yani bu sitede yay\u0131nlayaca\u011f\u0131m bir tan\u0131t\u0131m yaz\u0131s\u0131 olacakt\u0131r. Arzu edenler bug\u00fcn 15:00&#8217;te bu konuda merak ettiklerini \u00f6\u011frenebilirler. \u015eu ana kadar bu konuda g\u00f6stermi\u015f oldu\u011funuz ilgiye \u00e7ok te\u015fekk\u00fcr ederim.<\/p>\n<p><strong>Bug\u00fcn a\u00e7\u0131klanacak \u00f6nemli veriler a\u015fa\u011f\u0131dad\u0131r (Kaynak: www.bloomberght.com). \u00c7ok \u00f6nemli olanlar\u0131 maviye boyad\u0131m.\u00a0<\/strong><\/p>\n<p>12:00\/Euro B\u00f6lgesi\/T\u00dcFE (ayl\u0131k)\/May\u0131s\/Beklenti: + % 0.1\/\u00d6nceki: &#8211; % 0.1\/Revize: &#8211; % 0.1<br \/>\n12:00\/Euro B\u00f6lgesi\/T\u00dcFE (y\u0131ll\u0131k)\/May\u0131s\/Beklenti: + % 1.4<br \/>\n12:00\/Euro B\u00f6lgesi\/\u00c7ekirdek T\u00dcFE (y\u0131ll\u0131k)\/May\u0131s\/Beklenti: + % 1.2\/\u00d6nceki: + % 1.2\/Revize: + % 1.0<br \/>\n<span style=\"color: #0000ff;\">12:00\/Euro B\u00f6lgesi\/\u0130stihdam (\u00e7eyrek)\/1. \u00c7eyrek\/\u00d6nceki: &#8211; % 0.3<\/span><br \/>\n<span style=\"color: #0000ff;\">12:00\/Euro B\u00f6lgesi\/\u0130stihdam (y\u0131ll\u0131k)\/1. \u00c7eyrek\/\u00d6nceki: &#8211; % 0.8\/Revize: &#8211; % 0.7<\/span><br \/>\n15:30\/ABD\/\u00dcFE (ayl\u0131k)\/May\u0131s\/Beklenti: + % 0.1\/\u00d6nceki: &#8211; % 0.7<br \/>\n15:30\/ABD\/\u00c7ekirdek \u00dcFE (ayl\u0131k)\/May\u0131s\/Beklenti: + % 0.1\/\u00d6nceki: + % 0.1<br \/>\n15:30\/ABD\/\u00dcFE (y\u0131ll\u0131k)\/May\u0131s\/Beklenti: + % 1.4\/\u00d6nceki: + % 0.6<br \/>\n15:30\/ABD\/\u00c7ekirdek \u00dcFE (y\u0131ll\u0131k)\/May\u0131s\/Beklenti: + % 1.7\/\u00d6nceki: + % 1.7<br \/>\n15.30\/ABD\/Cari \u0130\u015flemler Dengesi\/1. \u00c7eyrek\/Beklenti: &#8211; 111.3 milyar dolar\/\u00d6nceki: &#8211; 110.4 milyar dolar<br \/>\n16:00\/ABD\/Toplam Net Yabanc\u0131 Sermaye Giri\u015fi\/Nisan\/\u00d6nceki: 2.1 milyar dolar<br \/>\n16:00\/ABD\/Net Uzun Vadeli Sermaye Giri\u015fi\/Nisan\/\u00d6nceki: &#8211; 13.5 milyar dolar<br \/>\n<span style=\"color: #0000ff;\">16:15\/ABD\/Sanayi \u00dcretimi\/May\u0131s\/Beklenti: + % 0.2\/\u00d6nceki: &#8211; % 0.5\u00a0<\/span><br \/>\n<span style=\"color: #0000ff;\">16:15\/ABD\/Kapasite Kullan\u0131m Oran\u0131\/May\u0131s\/Beklenti: % 77.8\/\u00d6nceki: % 77.8<\/span><br \/>\n<span style=\"color: #0000ff;\">16:15\/ABD\/\u0130malat Sanayi \u00dcretimi\/May\u0131s\/Beklenti: + % 0.1\/\u00d6nceki: &#8211; % 0.4<\/span><br \/>\n<span style=\"color: #0000ff;\">16:55\/ABD\/Michigan \u00dcniversitesi T\u00fcketici G\u00fcveni Endeksi\/Haziran\/Beklenti: 84.5\/\u00d6nceki: 84.5<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn sabah d\u0131\u015f piyasalar olduk\u00e7a olumsuzdu. Bizde de referandum karar\u0131ndan bahsedildi ve bu da piyasalar i\u00e7in olumlu olabilirdi ama, hi\u00e7bir ayr\u0131nt\u0131 yoktu. Bu nedenle borsan\u0131n&hellip;<\/p>\n","protected":false},"author":102,"featured_media":24758,"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-25657","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\/25657","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=25657"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/25657\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/24758"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=25657"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=25657"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=25657"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}