{"id":27699,"date":"2013-09-11T12:33:21","date_gmt":"2013-09-11T10:33:21","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=27699"},"modified":"2013-09-11T12:33:21","modified_gmt":"2013-09-11T10:33:21","slug":"goldman-sachs-altin-analizi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/goldman-sachs-altin-analizi\/","title":{"rendered":"Goldman Sachs Alt\u0131n Analizi"},"content":{"rendered":"

Goldman Sachs Group Inc., Fed’in te\u015fvikleri azaltmas\u0131 ile birlikte, alt\u0131n\u0131n d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc 2014 y\u0131l\u0131na geni\u015fletece\u011fini kaydetti ve ABD merkez bankas\u0131n\u0131n gelecek haftaki toplant\u0131s\u0131nda tahvil al\u0131m program\u0131n\u0131 daraltmas\u0131n\u0131n alt\u0131nda sat\u0131\u015flar\u0131n yeniden gelmesini sa\u011flayabilece\u011fi tahmininde bulundu.
\nJeffrey Currie ve Damien Courvalin’in de aralar\u0131nda bulundu\u011fu Goldman analistleri, bug\u00fcnk\u00fc raporlar\u0131nda, varl\u0131k al\u0131mlar\u0131n\u0131n azalmas\u0131n\u0131n alt\u0131n\u0131n daha da d\u00fc\u015fmesi i\u00e7in bir kataliz\u00f6r olabilece\u011fini kaydetti. Goldman ekonomistleri, rapora g\u00f6re, Fed’in politika yap\u0131c\u0131lar\u0131n\u0131n 17-18 Eyl\u00fcl’deki toplant\u0131da, ekonomideki iyile\u015fme ile birlikte, parasal geni\u015flemeyi azaltmas\u0131n\u0131 bekliyor.
\nAlt\u0131n 12 y\u0131l ard arda y\u00fckseldikten sonra, 2013 y\u0131l\u0131nda, yat\u0131r\u0131mc\u0131lar\u0131n, k\u00fcresel ekonomide toparlanma beklentileri ile, exchange traded fonlar\u0131 (ETF) yoluyla rekor alt\u0131n satmas\u0131 sonucu y\u00fczde 19 d\u00fc\u015ft\u00fc. Bloomberg’in 6 Eyl\u00fcl’de ger\u00e7ekle\u015ftirdi\u011fi ankete g\u00f6re, Fed’in 85 milyar dolar olan ayl\u0131k varl\u0131k al\u0131m program\u0131n\u0131 gelecek haftaki toplant\u0131s\u0131nda azaltmas\u0131 ve d\u00fcnyan\u0131n en b\u00fcy\u00fck ekonomisini desteklemek amac\u0131yla uygulanan te\u015fvik program\u0131ndan geri ad\u0131m at\u0131lmas\u0131 bekleniyor.
\nGoldman analistleri, “Alt\u0131n fiyatlar\u0131 2014 y\u0131l\u0131na girerken, ABD’deki aktivitenin h\u0131zlanmas\u0131 ve Fed’in daha az geni\u015flemeci para politikas\u0131 duru\u015fu ile birlikte, d\u00fc\u015fecek,” dedi ve “Ekonomistlerimizin QE3’\u00fcn azalt\u0131lma karar\u0131 al\u0131nmas\u0131n\u0131 bekledikleri Eyl\u00fcl’deki FOMC toplant\u0131s\u0131, alt\u0131n fiyatlar\u0131n\u0131n daha da d\u00fc\u015fmesini sa\u011flayacak bir kataliz\u00f6r olabilir” de\u011ferlendirmesinde bulundu.
\n\u0130ki y\u0131l \u00f6nce ons ba\u015f\u0131na 1,923.70 dolar ile rekor seviyeye \u00e7\u0131kan Comex alt\u0131n vadeli kontratlar\u0131, bug\u00fcn Singapur saati ile 11:53’te, 1,364.10 dolar seviyesinde seyrediyordu. Goldman \u00fc\u00e7 ila alt\u0131 ayl\u0131k d\u00f6nem i\u00e7in alt\u0131n fiyat hedefini de\u011fi\u015ftirmeyerek 1,300 dolarda b\u0131rak\u0131rken, ABD’nin bor\u00e7 tavan\u0131na yakla\u015fmas\u0131n\u0131n, Ekim ay\u0131nda bor\u00e7 e\u015fi\u011fi y\u00fckseltilene dek, alt\u0131n fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015fleri s\u0131n\u0131rlayabilece\u011fini kaydetti. Banka’n\u0131n 12 ayl\u0131k alt\u0131n hedefi 1,175 dolar seviyesinde.<\/p>

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