{"id":29220,"date":"2013-12-13T08:32:08","date_gmt":"2013-12-13T06:32:08","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29220"},"modified":"2013-12-13T08:32:28","modified_gmt":"2013-12-13T06:32:28","slug":"seans-oncesi-piyasalar-stresli-beklemede","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-piyasalar-stresli-beklemede\/","title":{"rendered":"Seans \u00d6ncesi&#8230; Piyasalar Stresli Beklemede"},"content":{"rendered":"<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-13-Aralik-2013.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29221\" alt=\"endeks-13-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-13-Aralik-2013.png\" width=\"518\" height=\"408\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-13-Aralik-2013.png 518w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-13-Aralik-2013-300x236.png 300w\" sizes=\"auto, (max-width: 518px) 100vw, 518px\" \/><\/a><\/p>\n<p>D\u00fcn borsa d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131ktan sonra,\u00a073.350 ile 73.850 aral\u0131\u011f\u0131ndaki 500 puanl\u0131k bantta hareket etti. Saat 15:30\u2019da ABD\u2019den haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 geldi ve beklentilerden olumsuz bir rakamd\u0131. 335 bin olarak beklenen rakam 368 bin olarak a\u00e7\u0131kland\u0131 ve ge\u00e7en haftaki 298 bin olan haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 300 bine revize edildi. Bunun \u00fczerine borsaya al\u0131m geldi ve endeks 73.350 seviyelerinden 74 bine kadar y\u00fckseli\u015f yapt\u0131, hacim de fena de\u011fildi fakat art\u0131\u015f \u00e7abas\u0131 saman alevi niteli\u011finde kald\u0131. Bu y\u00fckseli\u015fi sat\u0131\u015flar izledi. \u00d6zellikle de, ABD borsa endeksleri a\u00e7\u0131ld\u0131ktan sonra geri \u00e7ekilme h\u0131zland\u0131 ve en d\u00fc\u015f\u00fck 72.930 seviyesine kadar gerileyen BIST-100 endeksi 73.072 puandan kapand\u0131. BIST-100 endeksinin 73.500 alt\u0131nda kapan\u0131\u015f yapmas\u0131 FED\u2019in 18 Aral\u0131k ak\u015fam\u0131 yapaca\u011f\u0131 toplant\u0131 sonu\u00e7lar\u0131n\u0131n ne kadar \u00f6nemli oldu\u011funu g\u00f6steriyor. Benzer bir d\u00fc\u015f\u00fc\u015f d\u00fcn MSCI geli\u015fmekte olan \u00fclkeler endeksinde de ger\u00e7ekle\u015fti. Bu endeks y\u00fczde 1.10 geriledi.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1473735960\"><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>Bu sabah Asya\u2019da genel olarak d\u00fc\u015f\u00fc\u015f var. Sadece Japonya art\u0131da. \u00c7in y\u00fczde 0.22, Hindistan y\u00fczde 0.79, G.Kore y\u00fczde 0.26 ve hong Kong y\u00fczde 0.24 a\u015fa\u011f\u0131da bulunuyor. ABD\u2019de demokrat ve cumhuriyet\u00e7iler 2 y\u0131ll\u0131k b\u00fct\u00e7e anla\u015fmas\u0131 yapt\u0131lar. Bu durum piyasalar \u00fczerinde ge\u00e7ici bir olumlu etki yaratt\u0131. \u015eimdi g\u00f6zler FED\u2019de ve ABD 10 y\u0131ll\u0131k devlet tahvillerinin faizi y\u00fczde 2.87 seviyesinin \u00fczerinde bulunuyor. ABD vadeli endeksleri ise d\u00fcne g\u00f6re y\u00fczde 0.16 yukar\u0131dalar.<\/p>\n<p>Bu genel resim alt\u0131nda, BIST-100\u2019de a\u00e7\u0131l\u0131\u015fta b\u00fcy\u00fck bir geri \u00e7ekilme beklemiyorum. A\u00e7\u0131l\u0131\u015f zay\u0131f ve hacimsiz olacakt\u0131r. ABD 10 y\u0131ll\u0131k faizleri FED karar\u0131na kadar yak\u0131ndan takip edilecektir. Bug\u00fcn endeksin 73 bin \u00fczerinde tutunmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 g\u00f6rebiliriz. Genelde hacimsiz bir seyir bekleyebiliriz. Net ve sa\u011fl\u0131kl\u0131 bir y\u00fckseli\u015f trendi olas\u0131l\u0131\u011f\u0131 zay\u0131f g\u00f6r\u00fcn\u00fcyor. E\u011fer seans i\u00e7inde yukar\u0131 y\u00f6nl\u00fc hareketler olursa, \u015fu an i\u00e7in pek pe\u015finden gitmemek laz\u0131m. FED karar\u0131na ili\u015fkin olarak daha \u00f6nce analistlerin y\u00fczde 14\u2019\u00fc tapering\u2019in ba\u015flamas\u0131n\u0131 beklerken, \u015fu an y\u00fczde 35-38 aral\u0131\u011f\u0131ndaki k\u0131s\u0131m tahvil azalt\u0131m\u0131na ye\u015fil \u0131\u015f\u0131k yak\u0131yor. Dolay\u0131s\u0131yla FED karar\u0131 \u00f6ncesinde portf\u00f6y\u00fcn tamam\u0131yla pozisyon almak riskli. Fakat \u015funu da belirtelim ki, hi\u00e7 pozisyon almamak da ayr\u0131 bir risk. E\u011fer tapering ba\u015flamazsa piyasalar en az\u0131ndan Ocak ortalar\u0131na kadar y\u00fckseli\u015fe ge\u00e7er. Bu nedenle gelecek haftan\u0131n ortalar\u0131na kadar devam edebilecek olan s\u0131k\u0131\u015f\u0131k, hacimsiz ve a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyir s\u0131ras\u0131nda portf\u00f6y\u00fcn y\u00fczde 30-40\u2019\u0131yla pozisyon a\u00e7\u0131labilir. FED azalt\u0131ma ba\u015flasa bile, izleyen g\u00fcnlerde ya\u015fanacak t\u00fcrb\u00fclans sonras\u0131 yeniden yukar\u0131 d\u00f6nme olas\u0131l\u0131\u011f\u0131m\u0131z y\u00fcksektir. Fakat bu konuyu FED karar\u0131 sonras\u0131nda daha ayr\u0131nt\u0131l\u0131 ele alaca\u011f\u0131z.<\/p>\n<p>Bug\u00fcn borsada a\u00e7\u0131l\u0131\u015f zay\u0131f ve hacimsiz olacakt\u0131r. ABD 10 y\u0131ll\u0131k faizleri FED karar\u0131na kadar yak\u0131ndan takip edilecektir. Bug\u00fcn endeksin 73 bin \u00fczerinde tutunmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 g\u00f6rebiliriz. Genelde hacimsiz bir seyir bekleyebiliriz. Net ve sa\u011fl\u0131kl\u0131 bir y\u00fckseli\u015f trendi olas\u0131l\u0131\u011f\u0131 zay\u0131f g\u00f6r\u00fcn\u00fcyor. E\u011fer seans i\u00e7inde yukar\u0131 y\u00f6nl\u00fc hareketler olursa, \u015fu an i\u00e7in pek pe\u015finden gitmemek laz\u0131m.<\/p>\n<p>Tahvil ve bono piyasas\u0131nda 2 y\u0131l vadeli g\u00f6sterge ka\u011f\u0131d\u0131n (TRT071015T12) faizi \u00f6nceki g\u00fcn 9.02 seviyelerinden 9.06 seviyelerine kadar y\u00fckselmi\u015fti. D\u00fcn piyasalarda stresin yeniden artmas\u0131yla birlikte yeniden 9.09 seviyesinden kapand\u0131. G\u00f6sterge faizin bug\u00fcn 9.10-9.30 aras\u0131nda dalgalanmas\u0131n\u0131 bekleyebiliriz.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn borsa d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131ktan sonra,\u00a073.350 ile 73.850 aral\u0131\u011f\u0131ndaki 500 puanl\u0131k bantta hareket etti. Saat 15:30\u2019da ABD\u2019den haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 geldi ve beklentilerden olumsuz bir rakamd\u0131.&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-29220","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\/29220","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=29220"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29220\/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=29220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}