{"id":29141,"date":"2013-12-05T08:29:40","date_gmt":"2013-12-05T06:29:40","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29141"},"modified":"2013-12-05T08:30:07","modified_gmt":"2013-12-05T06:30:07","slug":"seans-oncesi-abd-verileri-tek-belirleyici","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-abd-verileri-tek-belirleyici\/","title":{"rendered":"Seans \u00d6ncesi&#8230; ABD Verileri Tek Belirleyici"},"content":{"rendered":"<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-5-Aralik-2013.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29142\" alt=\"endeks-5-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-5-Aralik-2013.png\" width=\"524\" height=\"320\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-5-Aralik-2013.png 524w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-5-Aralik-2013-300x183.png 300w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><\/a><\/p>\n<p>D\u00fcn g\u00fcne yatay bir ba\u015flang\u0131\u00e7 yapan BIST-100 endeksi \u00e7ok uzun bir s\u00fcre boyunca asl\u0131nda 72.450 ile 72.800 gibi \u00e7ok dar bir aral\u0131kta dalgaland\u0131. \u0130\u015flem hacmi \u00e7ok d\u00fc\u015f\u00fckt\u00fc. Saat 15:15\u2019de ABD\u2019de ADP \u00f6zel sekt\u00f6r istihdam verisi a\u00e7\u0131kland\u0131. 170 bin beklenirken, ger\u00e7ekle\u015fme 215 bin oldu. Bunun \u00fczerine endeks yakla\u015f\u0131k 500 puan gerileyerek 72 bin seviyesine kadar indi. Daha sonra yatay ve hacimsiz bir seyirdeydi. Saat 17.00\u2019de Chicago ISM istihdam endeksi a\u00e7\u0131kland\u0131. Ge\u00e7en ay 56.2 olan endeksin 52.5 seviyesine d\u00fc\u015ft\u00fc\u011f\u00fc g\u00f6r\u00fcl\u00fcnce borsalara \u00e7ok sert al\u0131mlar geldi. Bin puandan fazla y\u00fckselen endeks 73.089 seviyesinden kapand\u0131. Bu s\u0131rada ABD borsas\u0131nda da sert yukar\u0131 hareket olmas\u0131 yat\u0131r\u0131mc\u0131lar\u0131 y\u00fcreklendirdi. Fakat, Cuma g\u00fcnk\u00fc tar\u0131m d\u0131\u015f\u0131 istihdam verisi a\u00e7\u0131klanmadan \u00f6nce piyasalarda net bir y\u00f6n\u00fcn olu\u015fmas\u0131n\u0131 beklemek yan\u0131lt\u0131c\u0131 olabilir. D\u00fcn FED\u2019in Bej kitab\u0131 a\u00e7\u0131kland\u0131. G\u00f6r\u00fcnen o ki, ekonomi h\u00fckumetin kapal\u0131 oldu\u011fu d\u00f6nemde bile m\u00fctevaziden \u0131l\u0131ml\u0131 b\u00fcy\u00fcmeye ge\u00e7ti. Bu arada kredilerde art\u0131\u015f oldu\u011fu belirtilirken, istihdamda kazan\u0131mlar\u0131n oldu\u011fu a\u00e7\u0131klan\u0131yor. Bej kitap sonras\u0131nda New York borsas\u0131na bir miktar sat\u0131\u015f geldi ve Dow endeksi 15.789 seviyesindeki deste\u011fine kadar geriledi ve 15889 seviyesinden kapanarak g\u00fcnl\u00fck bazda y\u00fczde 0.16 d\u00fc\u015f\u00fc\u015f yapm\u0131\u015f oldu.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2776428219\"><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>Bug\u00fcn Dennis Lockhart isimli FED \u00fcyesi saat 15:15\u2019de konu\u015fma yapacak. Saat 15:30\u2019da 3. \u00c7eyrek b\u00fcy\u00fcme verisi a\u00e7\u0131klanacak ve y\u00fczde 3.1 olmas\u0131 bekleniyor (\u00f6nceki veri 2.8\u2019di). B\u00fcy\u00fcme verisi ile birlikte haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131n\u0131 g\u00f6rece\u011fiz. \u0130\u015fsizlik ba\u015fvurular\u0131n\u0131n 316 binden 322 bine \u00e7\u0131kmas\u0131 (6 bin art\u0131\u015f) bekleniyor. Bug\u00fcn ayr\u0131ca Avrupa Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131 a\u00e7\u0131klanacak. Faizde bir de\u011fi\u015fim beklenmese de Ba\u015fkan Draghi\u2019nin s\u00f6yleyecekleri \u00f6nemli olacakt\u0131r. T\u00fcm bu \u00f6nemli haber beklentileri nedeniyle bug\u00fcn borsan\u0131n sa\u011fl\u0131kl\u0131 bir yukar\u0131 y\u00f6nl\u00fc hareket yapmas\u0131n\u0131n \u00f6n\u00fcnde \u00e7ok fazla engel var. Ama d\u00fcn de g\u00f6rd\u00fc\u011f\u00fcm\u00fcz \u00fczere, a\u00e7\u0131klanacak her veri \u00e7ok sert hareketler yaratmaya adayd\u0131r.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalar d\u00fc\u015f\u00fc\u015fte. ABD vadelileri y\u00fczde 0.09 civar\u0131nda geri \u00e7ekilme yapm\u0131\u015f durumda. Asya cephesinde \u00c7in ve Japonya y\u00fczde 0.31 ve 1.40 a\u015fa\u011f\u0131dalar. Hindistan y\u00fczde 1.60 yukar\u0131da. Sebebi ise eyalet se\u00e7imlerinde b\u00fcy\u00fcme taraftar\u0131 muhalefetin ba\u015far\u0131l\u0131 sonu\u00e7lar elde etmesi. BIST-100 endeksinin d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131larak 72000-72500 seviyelerini destek yapmaya \u00e7al\u0131\u015fmas\u0131n\u0131 bekleyebiliriz. Yar\u0131n TDI verisi gelmeden net bir y\u00f6n olu\u015fmas\u0131 \u00e7ok zor.<\/p>\n<p>D\u00fcn tahvil ve bono piyasas\u0131nda 2 y\u0131l vadeli g\u00f6sterge ka\u011f\u0131d\u0131n (TRT071015T12) faizi bir ara y\u00fczde 9.31 seviyesine kadar y\u00fckseldi. ABD\u2019den gelen \u00f6zel sekt\u00f6r istihdam\u0131 verilerinin beklentilerin \u00e7ok \u00fczerinde olmas\u0131 tahvilde sat\u0131\u015flar\u0131 h\u0131zland\u0131rd\u0131 ve 9.30 seviyesinin \u00fczeri g\u00f6r\u00fcld\u00fc. Fakat Chicago ISM istihdam endeksi beklentilerden k\u00f6t\u00fc gelince, faiz yeniden 9.21 seviyelerine kadar geriledi. Tahvilde bu g\u00fcn yatay bir seyir olu\u015fmas\u0131n\u0131 ve y\u00fczde 9.10-9.25 aral\u0131\u011f\u0131nda hareket etmesini bekliyoruz. Fakat ABD\u2019de b\u00fcy\u00fcme y\u00fczde 3.5 seviyesini a\u015facak olursa, g\u00f6sterge ka\u011f\u0131d\u0131n faizi y\u00fczde 9.30 seviyesinin \u00fczerinde bile kapan\u0131\u015f yapabilir. Bir bak\u0131ma Cuma g\u00fcn\u00fc Tar\u0131m d\u0131\u015f\u0131 istihdam verisi gelene faizde de y\u00fcksek volatilitenin devam edece\u011fini s\u00f6yleyebiliriz. D\u00fcn TCMB\u2019nin fonlama maliyeti y\u00fczde 6.62 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn g\u00fcne yatay bir ba\u015flang\u0131\u00e7 yapan BIST-100 endeksi \u00e7ok uzun bir s\u00fcre boyunca asl\u0131nda 72.450 ile 72.800 gibi \u00e7ok dar bir aral\u0131kta dalgaland\u0131. \u0130\u015flem hacmi&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-29141","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\/29141","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=29141"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29141\/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=29141"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29141"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29141"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}