{"id":27268,"date":"2013-08-20T09:24:48","date_gmt":"2013-08-20T07:24:48","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=27268"},"modified":"2013-08-20T09:25:08","modified_gmt":"2013-08-20T07:25:08","slug":"kara-bulutlu-bir-piyasa-ile-yeniden-merhaba","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/kara-bulutlu-bir-piyasa-ile-yeniden-merhaba\/","title":{"rendered":"Kara Bulutlu Bir Piyasa \u0130le Yeniden Merhaba"},"content":{"rendered":"<p style=\"text-align: justify;\">Sevgili okuyucular,<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2744063952\"><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 style=\"text-align: justify;\">Bir g\u00fcn gecikme ile yeniden sizlerle birlikteyiz. Ama bu kar\u015f\u0131la\u015fma hi\u00e7 iyi piyasa \u015fartlar\u0131nda olmad\u0131. \u015eu ana kadar bir\u00e7ok inernet sitesinden veya di\u011fer medya organlar\u0131ndan son geli\u015fmeleri \u00f6\u011frenmi\u015fsinizdir. Bu y\u00fczden yeniden FED&#8217;in parasal geni\u015flemeyi azaltmas\u0131 s\u00fcrecinin t\u00fcm geli\u015fmekte olan piyasalar \u00fczerinde \u015fu ana kadar nas\u0131l etki yapt\u0131\u011f\u0131n\u0131 anlatmayaca\u011f\u0131m. Bunlar\u0131 okudu\u011funuzu veya bildi\u011finizi varsay\u0131yorum.<\/p>\n<p style=\"text-align: justify;\">Bug\u00fcn TCMB&#8217;nin PPK toplant\u0131s\u0131ndan ne \u00e7\u0131kaca\u011f\u0131, bug\u00fcnk\u00fc ko\u015fullar alt\u0131nda \u00e7ok daha \u00f6nemli hale geldi. Bug\u00fcn gazetesinde yazd\u0131\u011f\u0131m yaz\u0131 bunun \u00fczerindedir (okumak i\u00e7in <a href=\"http:\/\/www.bugun.com.tr\/piyasalar-neden-faiz-artirimi-ister-yazisi-763471\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">t\u0131klay\u0131n\u0131z<\/a>). \u00a0\u015eu an asl\u0131nda piyasay\u0131 rahats\u0131z eden \u015fey, Merkez Bankas\u0131&#8217;n\u0131n ciddi bir reaksiyon almayaca\u011f\u0131 beklentisidir. Yani MB&#8217;n\u0131n faiz konusunda alabilece\u011fi en sert karar\u0131n, faiz koridorunun \u00fcst band\u0131nda 50 baz puan art\u0131\u015f oldu\u011fu d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Bunun da yabanc\u0131 sermayeyi yeniden T\u00fcrkiye&#8217;ye \u00f6zendirmek i\u00e7in yeterli olmad\u0131\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Dolay\u0131s\u0131yla karar \u00f6ncesinde piyasalar adeta MB&#8217;n\u0131n etkili bir karar almayaca\u011f\u0131n\u0131 sat\u0131n al\u0131yor. Asl\u0131nda MB Eyl\u00fcl ay\u0131ndaki FED toplant\u0131s\u0131 sonras\u0131n\u0131 da bekliyor \u00a0olabilir ama bence FED&#8217;den \u00e7\u0131kacak karar bu y\u0131l bitmeden tahvil al\u0131m miktar\u0131n\u0131n azalt\u0131laca\u011f\u0131 y\u00f6n\u00fcnde olacakt\u0131r. Bir\u00e7ok FED \u00fcyesinin a\u00e7\u0131klamalar\u0131ndan ve konu\u015fmalar\u0131ndan bu anla\u015f\u0131l\u0131yor.<\/p>\n<p style=\"text-align: justify;\">Di\u011fer \u00f6nemli bir fakt\u00f6r de ABD 10 y\u0131ll\u0131k tahvil faizleriydi ve d\u00fcn 2.87 seviyeleri g\u00f6r\u00fcld\u00fc. Bu sabah 2.82 seviyesine kadar gerilemi\u015fti ve bu y\u00fczden a\u00e7\u0131l\u0131\u015fta borsa d\u00fcnk\u00fc seviyeden g\u00fcne ba\u015flad\u0131 ama geli\u015fmekte olan \u00fclkelerdeki sat\u0131\u015f dalgalar\u0131 ve MB&#8217;dan cesur bir karar \u00e7\u0131kmayaca\u011f\u0131 y\u00f6n\u00fcndeki beklentiler piyasalar\u0131 a\u015fa\u011f\u0131 \u00e7ekiyor.<\/p>\n<p style=\"text-align: justify;\">Teknik olarak bak\u0131ld\u0131\u011f\u0131nda endeks i\u00e7in 70 bine kadar yol var. Bu seviye birka\u00e7 hafta i\u00e7inde a\u015fa\u011f\u0131 k\u0131r\u0131l\u0131r m\u0131 \u015fimdilik bilemiyorum. Ama bildi\u011fim bir\u015fey varsa piyasa tam bir kaotik g\u00f6r\u00fcn\u00fcm sergiliyor. Al\u0131m dalgalar\u0131 hep sat\u0131\u015fla kar\u015f\u0131land\u0131 ve Habert\u00fcrk gazetesinden sevgili Abdurrahman Y\u0131ld\u0131r\u0131m&#8217;\u0131n yazd\u0131\u011f\u0131 yaz\u0131da oldu\u011fu gibi, yabanc\u0131lar girmezse piyasa artm\u0131yor ve yabanc\u0131lar\u0131n girdi\u011fine dair sinyal yok (Abdurrahman Y\u0131ld\u0131r\u0131m&#8217;\u0131n yaz\u0131s\u0131 i\u00e7in <a href=\"http:\/\/www.haberturk.com\/yazarlar\/abdurrahman-yildirim-1018\/868162-borsada-yabancilar-ne-derse-o-olur\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">t\u0131klay\u0131n\u0131z<\/a>). Asl\u0131nda yabanc\u0131lar bankalar\u0131 sat\u0131yorlar ve d\u00fcn BDDK kararlar\u0131 sonras\u0131nda bankalara ciddi sat\u0131\u015f geldi. Bug\u00fcn de devam etti\u011fini g\u00f6r\u00fcyoruz. Ama bu arada baz\u0131 sanayi \u015firketlerinde de y\u00fckl\u00fc olmasa da al\u0131m yapt\u0131klar\u0131na dair veriler var.<\/p>\n<p style=\"text-align: justify;\">Sonu\u00e7 olarak MB karar\u0131 sonras\u0131nda piyasada karma\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm olu\u015facak ve \u00f6zellikle geli\u015fmekte olan piyasalardaki hareketlere yak\u0131n hareket edece\u011fimizi s\u00f6yleyebiliriz. Ama bug\u00fcnk\u00fc ko\u015fullar alt\u0131nda ciddi bir al\u0131m gelmesini bekleyemeyiz. Ayr\u0131ca net sa\u011fl\u0131kl\u0131 bir y\u00fckseli\u015f trendi son 2 veya 2,5 \u00a0ayd\u0131r olu\u015fmad\u0131 ve \u015fu anki ko\u015fulllar alt\u0131nda olu\u015fmas\u0131n\u0131 beklemek de zor. Piyasa yeni bir panik sat\u0131\u015f dalgas\u0131 yemeden g\u00fc\u00e7l\u00fc bir yukar\u0131 harekete (en az 5 bin puanl\u0131k) ba\u015flamayabilir. \u00a0Endeks i\u00e7in 73 bin seviyesi \u00a0ciddi diren\u00e7 oldu ve 70.000 ile 70.500 civar\u0131n\u0131n g\u00f6r\u00fclmesi olas\u0131l\u0131\u011f\u0131 artt\u0131. Bu sabahki sat\u0131\u015f dalgas\u0131n\u0131n ard\u0131ndan 72 bine do\u011fru bir toparlanma olsa da, c\u0131l\u0131z kalacakt\u0131r. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sevgili okuyucular, Bir g\u00fcn gecikme ile yeniden sizlerle birlikteyiz. Ama bu kar\u015f\u0131la\u015fma hi\u00e7 iyi piyasa \u015fartlar\u0131nda olmad\u0131. \u015eu ana kadar bir\u00e7ok inernet sitesinden veya di\u011fer&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-27268","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\/27268","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=27268"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/27268\/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=27268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=27268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=27268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}