{"id":29339,"date":"2013-12-19T08:50:01","date_gmt":"2013-12-19T06:50:01","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29339"},"modified":"2013-12-19T08:55:49","modified_gmt":"2013-12-19T06:55:49","slug":"seans-oncesi-borsa-yorumu-fed-karari-sonrasi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-fed-karari-sonrasi\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ FED Karar\u0131 Sonras\u0131&#8230; &#8211; (19.12.2013)"},"content":{"rendered":"<p><strong style=\"line-height: 1.5em;\"><em>D\u00fcn gece FED Tapering\u2019in Ocak\u2019ta ba\u015flayaca\u011f\u0131n\u0131 ve ayl\u0131k bazda 10 milyar dolarl\u0131k azalt\u0131m yapacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131. \u015eimdilik ayl\u0131k azalt\u0131m miktar\u0131 10 milyar dolar olacak ama ilerideki toplant\u0131larda bu miktar ekonomideki gidi\u015fata g\u00f6re art\u0131r\u0131labilir veya azalt\u0131labilir<\/em><\/strong><span style=\"line-height: 1.5em;\">.\u00a0<\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3313194841\"><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><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29340\" alt=\"endeks-19-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-19-Aralik-2013.png\" width=\"541\" height=\"349\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-19-Aralik-2013.png 541w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-19-Aralik-2013-300x193.png 300w\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" \/><\/p>\n<p>D\u00fcn sabah piyasalar\u0131n tam a\u00e7\u0131ld\u0131\u011f\u0131 anda \u0130stanbul\u2019daki emniyet m\u00fcd\u00fcrl\u00fc\u011f\u00fcnde be\u015f \u015fube m\u00fcd\u00fcr\u00fcn\u00fcn g\u00f6revden al\u0131nmas\u0131 haberiyle endeks \u00e7ok sert bir gerileme yaparak bir \u00f6nceki g\u00fcne g\u00f6re bo\u015fluk olu\u015fturdu ve en d\u00fc\u015f\u00fck 68.100 civar\u0131 g\u00f6r\u00fcld\u00fc. Dip g\u00f6r\u00fcld\u00fckten sonra gelen al\u0131mlar \u00f6nce \u00e7ok g\u00fc\u00e7l\u00fc de\u011fildi fakat ikinci seansta daha g\u00fc\u00e7l\u00fc al\u0131mlar g\u00f6rd\u00fck ve a\u00e7\u0131l\u0131\u015fta olu\u015fan bo\u015fluk dolduruldu. D\u00fcn seans i\u00e7inde 70.850 civar\u0131 seans i\u00e7i diren\u00e7 olmu\u015ftu kapan\u0131\u015fa do\u011fru piyasa FED\u2019in tapering\u2019i ba\u015flatmayaca\u011f\u0131 beklentisini sat\u0131n alarak, 71.417\u2019den kapand\u0131. Bu arada grafikte g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere, al\u0131mlar 60 dakikal\u0131k bazda 150 milyon lotu ge\u00e7ti. D\u00fcn gece FED Tapering\u2019in Ocak\u2019ta ba\u015flayaca\u011f\u0131n\u0131 ve ayl\u0131k bazda 10 milyar dolarl\u0131k azalt\u0131m yapacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131. \u015eimdilik ayl\u0131k azalt\u0131m miktar\u0131 10 milyar dolar olacak ama ilerideki toplant\u0131larda bu miktar ekonomideki gidi\u015fata g\u00f6re art\u0131r\u0131labilir veya zalt\u0131labilir. Fakat en az\u0131ndan anlaml\u0131 bir s\u00fcre ayl\u0131k 10 milyar dolarl\u0131k azalt\u0131m g\u00f6rece\u011fimizi ve Haziran ay\u0131na kadar bu miktar\u0131n art\u0131r\u0131lmayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. FED karar ABD borsalar\u0131nda \u00e7ok sert y\u00fckseli\u015fleri de beraberinde getirdi. Dow y\u00fczde 1.84 ve S&amp;P endeksi de 1.66 y\u00fckseldi. Bu sabah Asya cephesinde ise genelde olumlu hava var. \u00c7in\u2019de y\u00fczde 0.55 d\u00fc\u015f\u00fc\u015fg\u00f6r\u00fcyoruz. Ayr\u0131ca k\u0131r\u0131lgan \u00fclkeler grubunda olan Hindistan\u2019da yz\u00fcde 0.75 a\u015fa\u011f\u0131 hareket bulunuyor.<\/p>\n<p>Normal \u015fartlar alt\u0131nda Tapering\u2019in ba\u015flamas\u0131 geli\u015fmekte olan k\u0131r\u0131lgan \u00fclkeler a\u00e7\u0131s\u0131ndan iyi haber de\u011fil. Yani bizim i\u00e7in de iyi haber de\u011fil fakat a\u00e7\u0131l\u0131\u015fta y\u00fckseli\u015f olabilir. Bu durumda k\u00e2r sat\u0131\u015flar\u0131n\u0131n gelmesi olas\u0131l\u0131\u011f\u0131 y\u00fcksek oldu\u011fundan y\u00fcksek bir a\u00e7\u0131l\u0131\u015f olursa al\u0131m yapmak riskli olacakt\u0131r. D\u00fcn webinarda borsalardaki genel trende ba\u011fl\u0131 olarak 72 bin \u00fczerinde bir a\u00e7\u0131l\u0131\u015f olabilece\u011fini belirttim fakat, d\u0131\u015f piyasalardaki genel hava bu y\u00f6nde de\u011fil. ABD borsalar\u0131 olumlu etkilenmi\u015f g\u00f6r\u00fcn\u00fcyor. E\u011fer endeks belirgin bir y\u00fckseli\u015fle g\u00fcne ba\u015flamazsa, yeniden 70.850 seviyelerine kadar geri \u00e7ekilme yapabilir ve bu seviyede tutunmaya \u00e7al\u0131\u015fabilir. 70.850 seviyesi a\u015fa\u011f\u0131 k\u0131r\u0131l\u0131rsa yeniden 70 bin seviyeleri s\u00f6zkonusu olabilecektir. E\u011fer son iki g\u00fcnde piyasalar\u0131 sarsan operasyon s\u00f6z konusu olmasayd\u0131, bu sabah yukar\u0131 y\u00f6nl\u00fc sert a\u00e7\u0131l\u0131\u015f ve ard\u0131ndan y\u00fckseli\u015f bekleyebilirdik ama \u015fu an bunu s\u00f6yleyecek ortam yok. Her ne kadar, d\u00fcn webinarda FED karar\u0131 sonras\u0131nda en az bin puanl\u0131k bir y\u00fckseli\u015f olabilece\u011fini belirtsem de az \u00f6nce belirtti\u011fim \u00fczere, bu sabah geli\u015fmekte olan borsalardaki genel g\u00f6r\u00fcn\u00fcm bu y\u00f6ndeki olas\u0131l\u0131\u011f\u0131n azald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. BIST-100 endeksinin a\u00e7\u0131l\u0131\u015f sonras\u0131nda karars\u0131z bir g\u00f6r\u00fcn\u00fcm sergiledikten sonra geri \u00e7ekilme yapmas\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n daha y\u00fcksek oldu\u011funu belirtebilirim. Fakat d\u00fcnk\u00fc al\u0131mlar ve y\u00fcksek hacim endeksteki volatilitenin bug\u00fcn azalmas\u0131n\u0131 ve a\u015fa\u011f\u0131 gitmek y\u00f6n\u00fcnde isteksiz olmas\u0131n\u0131 sa\u011flayabilir. \u00a0Sonu\u00e7 olarak, bug\u00fcn piyasan\u0131n \u00a0en az\u0131ndan a\u00e7\u0131l\u0131\u015ftan sonraki bir saat i\u00e7inde karars\u0131z bir g\u00f6r\u00fcn\u00fcm sergilemesi olas\u0131l\u0131\u011f\u0131 daha y\u00fcksek g\u00f6r\u00fcn\u00fcyor.<\/p>\n<p><span style=\"line-height: 1.5em;\">Tahvil ve bono piyasas\u0131nda 2 y\u0131l vadeli g\u00f6sterge ka\u011f\u0131d\u0131n (TRT071015T12) faizi d\u00fcn \u00e7ok hareketliydi. Bir ara y\u00fczde 9.40 seviyeleri de g\u00f6r\u00fcld\u00fc ama kapan\u0131\u015f y\u00fczde 9.36 seviyesinden oldu. Bu a\u015famada fonlama maliyetleri de art\u0131yor ve TCMB TL\u2019yi s\u0131k\u0131la\u015ft\u0131r\u0131yor. Faizlerin y\u00fczde 9 \u00fczerinde kalmaya devam etmesi y\u00fcksek olas\u0131l\u0131kt\u0131r.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn gece FED Tapering\u2019in Ocak\u2019ta ba\u015flayaca\u011f\u0131n\u0131 ve ayl\u0131k bazda 10 milyar dolarl\u0131k azalt\u0131m yapacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131. \u015eimdilik ayl\u0131k azalt\u0131m miktar\u0131 10 milyar dolar olacak ama ilerideki&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":[769,715],"class_list":["post-29339","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29339","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=29339"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29339\/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=29339"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29339"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}