<\/a><\/p>\nD\u00fcn ikinci seans\u0131n sonlar\u0131na do\u011fru borsaya \u00e7ok ciddi bir al\u0131m gelirken, 0 dakikal\u0131k i\u015flem miktar\u0131 170 milyon lota yakla\u015ft\u0131. ABD\u2019den gelen konut verileri beklentilerin alt\u0131nda kal\u0131nca ve Avrupa Merkez Bankas\u0131\u2019ndan (AMB) gelen negatif faiz s\u00f6ylemi bununla birle\u015fip de FED \u00fcyesi Dudley\u2019den gelecek y\u0131lki b\u00fcy\u00fcmenin de \u00e7ok g\u00fc\u00e7l\u00fc olmayaca\u011f\u0131 mesaj\u0131 gelince, geli\u015fmekte olan piyasalara al\u0131mlar geldi. Banka hisselerinde ba\u015flayan al\u0131mlar holdinglerle devam etti. Fakat d\u00fcn gece a\u00e7\u0131klanan FED tutanaklar\u0131nda \u201cgelecek aylarda tahvil azalt\u0131m\u0131n\u0131n ekonomik verilere bak\u0131larak ba\u015flat\u0131labilece\u011fi\u201d mesaj\u0131 \u00e7\u0131kt\u0131. Bu mesaj, ABD borsalar\u0131nda sat\u0131\u015flar\u0131 tetikledi ve Dow y\u00fczde 0.41, S&P endeksi de y\u00fczde 0.36 de\u011fer kaybetti. Dolay\u0131s\u0131yla d\u00fcnk\u00fc g\u00fc\u00e7l\u00fc al\u0131mlar bug\u00fcn devam edebilir mi? Sorusu g\u00fcndeme geliyor. Normalde FED toplant\u0131s\u0131 29 Ekim\u2019de bitmi\u015fti ve bu toplant\u0131 sonras\u0131nda Janet Yellen\u2019den gelen mesajlara bak\u0131ld\u0131\u011f\u0131nda, ABD ekonomisinde g\u00fc\u00e7l\u00fc bir toparlanma g\u00f6r\u00fcld\u00fckten sonra tahvil azalt\u0131m\u0131n\u0131n (tapering) ba\u015flayabilece\u011fi mesaj\u0131 al\u0131nm\u0131\u015ft\u0131. Bizim piyasan\u0131n bug\u00fcn elbette ki, d\u0131\u015f piyasalardaki geli\u015fmeleri dikkate alaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz ama, d\u00fcnk\u00fc y\u00fckseli\u015fin ard\u0131ndan en az\u0131ndan 73.500-74.000 aral\u0131\u011f\u0131n\u0131n g\u00fc\u00e7l\u00fc bir deste\u011fe d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc de s\u00f6yleyebiliriz. \u015eu an piyasada tapering Aral\u0131k-Ocak\u2019tam\u0131 yoksa Mart\u2019ta m\u0131 ba\u015flayabilece\u011fi konusunda uzman g\u00f6r\u00fc\u015fleri ikiye b\u00f6l\u00fcnm\u00fc\u015f durumda. Fakat art\u0131k bunun \u00e7ok fazla bir \u00f6nemi kald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnm\u00fcyoruz. Daha do\u011frusu piyasa dinamiklerinin orta vadeli g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde may\u0131s veya haziran\u2019daki t\u00fcrden y\u0131k\u0131c\u0131 etki beklememek gerek.<\/p>
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