{"id":29391,"date":"2013-12-24T08:39:51","date_gmt":"2013-12-24T06:39:51","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29391"},"modified":"2013-12-24T08:49:16","modified_gmt":"2013-12-24T06:49:16","slug":"seans-oncesi-borsa-yorumu-2014-para-politikasi-onemli-olacak","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-2014-para-politikasi-onemli-olacak\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ 2014 Para Politikas\u0131 \u00d6nemli Olacak &#8211; (24.12.2013)"},"content":{"rendered":"<p><strong><em>D\u00fcn g\u00fcne olumlu ba\u015flayan bir borsa g\u00f6rd\u00fck. Fakat bu olumlu hava fazla s\u00fcrmedi ve d\u0131\u015f piyasalardaki olumlu havaya ra\u011fmen BIST-100 endeksi&#8230;\u00a0<\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-610577424\"><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-29392\" alt=\"endeks-24-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-24-Aralik-2013.png\" width=\"515\" height=\"338\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-24-Aralik-2013.png 515w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-24-Aralik-2013-300x196.png 300w\" sizes=\"auto, (max-width: 515px) 100vw, 515px\" \/><\/p>\n<p>D\u00fcn g\u00fcne olumlu ba\u015flayan bir borsa g\u00f6rd\u00fck. Fakat bu olumlu hava fazla s\u00fcrmedi ve d\u0131\u015f piyasalardaki olumlu havaya ra\u011fmen BIST-100 endeksi gerileyerek 68 bin seviyesinin de alt\u0131na d\u00fc\u015ft\u00fckten sonra kapan\u0131\u015f\u0131n\u0131 68 bin seviyesinin \u00fczerinde yapt\u0131. Normalde son yolsuzluk operasyonuna ili\u015fkin en k\u00f6t\u00fcn\u00fcn geride kald\u0131\u011f\u0131 ve tam anlam\u0131yla fiyatland\u0131\u011f\u0131 s\u00f6ylense de, baz\u0131 \u00f6nemli riskler var. Bunlar; 1) Kredi derecelendirme kurulu\u015flar\u0131ndan gelebilecek olas\u0131 g\u00f6r\u00fcn\u00fcm de\u011fi\u015fimi veya not indirimi. 2) Milletvekili istifalar\u0131n\u0131n konu\u015fuluyor olmas\u0131 3) Yerel se\u00e7ime ili\u015fkin olarak yap\u0131lacak anketlerde, partilerin oy da\u011f\u0131l\u0131m\u0131n\u0131n, genel se\u00e7imi etkileyebilecek d\u00fczeyde radikal de\u011fi\u015fiklik g\u00f6stermesi beklentileri. Bu sorular piyasay\u0131 bask\u0131lamaya devam edebilir.<\/p>\n<p>Bu sorular\u0131n yan\u0131nda, Merkez Bankas\u0131 bug\u00fcn 2014 y\u0131l\u0131 para ve kur politikas\u0131 raporunu a\u00e7\u0131klayacak olup, faizlerin 2014\u2019de de d\u00fc\u015f\u00fck kal\u0131p kalmayaca\u011f\u0131 \u00f6nemli olacakt\u0131r. Bu raporun FED toplant\u0131s\u0131 sonras\u0131nda a\u00e7\u0131klanmas\u0131 olumludur. \u00c7\u00fcnk\u00fc FED\u2019in ne yapaca\u011f\u0131 a\u015fa\u011f\u0131 yukar\u0131 belli oldu. Bu a\u015famada TCMB\u2019nin 2014\u2019de \u00e7izece\u011fi yol haritas\u0131 da buna g\u00f6re \u015fekillenmi\u015ftir diye d\u00fc\u015f\u00fcn\u00fcyorum. Bu sabah Asya cephesi genel olarak art\u0131da ama belirgin y\u00fckseli\u015fler yok. ABD borsa endeksleri vadelileri ise d\u00fcne g\u00f6re y\u00fczde 0.04 a\u015fa\u011f\u0131da bulunuyorlar. BIST-100 endeksinin g\u00fcne 68 bin civar\u0131nda ba\u015flamas\u0131n\u0131 bekliyorum. Grafikte de g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere 70 bin seviyesi \u00f6nemli bir dirence d\u00f6n\u00fc\u015ft\u00fc. Bug\u00fcn i\u00e7in ilk diren\u00e7 69.200 civar\u0131nda bulunuyor. K\u0131sa vade i\u00e7in, d\u00fcn 67.473 seviyesinde olu\u015fan destek bug\u00fcn i\u00e7in de destek olacakt\u0131r. Fakat g\u00fcnl\u00fck bazdaki grafikler, endeksin bir iki hafta i\u00e7inde 64-66 bin seviyelerine kadar gerileme olas\u0131l\u0131\u011f\u0131n\u0131n en az y\u00fczde 40 oldu\u011funu g\u00f6steriyor. Bug\u00fcn i\u00e7in y\u00f6n tayini yapmak olduk\u00e7a g\u00fc\u00e7 olup, her iki y\u00f6nde de dalgal\u0131 olmaya devam edece\u011fini s\u00f6yleyebiliriz.<\/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 9.76 seviyesinden kapand\u0131. Bu a\u015famada fonlama maliyetleri de art\u0131yor ve TCMB TL\u2019yi s\u0131k\u0131la\u015ft\u0131r\u0131yor. Faizlerin y\u00fczde 9.50\u2019lerin \u00fczerinde kalmaya devam etmesi y\u00fcksek olas\u0131l\u0131kt\u0131r. Bug\u00fcn TCMB\u2019nin para politikas\u0131 metninden sonra sert hareketler g\u00f6rebiliriz.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn g\u00fcne olumlu ba\u015flayan bir borsa g\u00f6rd\u00fck. Fakat bu olumlu hava fazla s\u00fcrmedi ve d\u0131\u015f piyasalardaki olumlu havaya ra\u011fmen BIST-100 endeksi&#8230;\u00a0 D\u00fcn g\u00fcne olumlu ba\u015flayan&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-29391","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\/29391","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=29391"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29391\/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=29391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}