{"id":30671,"date":"2014-01-29T08:45:57","date_gmt":"2014-01-29T06:45:57","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=30671"},"modified":"2014-01-29T08:50:59","modified_gmt":"2014-01-29T06:50:59","slug":"seans-oncesi-borsa-yorumu-mb-kararlari-dis-piyasalari-da-etkiledi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-mb-kararlari-dis-piyasalari-da-etkiledi\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ MB Kararlar\u0131 D\u0131\u015f Piyasalar\u0131 da Etkiledi"},"content":{"rendered":"<p><em><strong>Merkez Bankas\u0131 d\u00fcn gece, bor\u00e7 alma faizini y\u00fczde 3.50\u2019den y\u00fczde 8\u2019e, 1 haftal\u0131k repo faizini y\u00fczde 4.50\u2019den y\u00fczde 10\u2019a ve bor\u00e7 verme faizini de y\u00fczde 7.75\u2019ten y\u00fczde 12\u2019ye y\u00fckseltti. Faizlerdeki y\u00fckseli\u015f&#8230;\u00a0<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4257676573\"><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-30672\" alt=\"endeks-29-Ocak-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/01\/endeks-29-Ocak-2014.png\" width=\"559\" height=\"395\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/01\/endeks-29-Ocak-2014.png 559w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/01\/endeks-29-Ocak-2014-300x211.png 300w\" sizes=\"auto, (max-width: 559px) 100vw, 559px\" \/><\/p>\n<p>Merkez Bankas\u0131 d\u00fcn gece, bor\u00e7 alma faizini y\u00fczde 3.50\u2019den y\u00fczde 8\u2019e, 1 haftal\u0131k repo faizini y\u00fczde 4.50\u2019den y\u00fczde 10\u2019a ve bor\u00e7 verme faizini de y\u00fczde 7.75\u2019ten y\u00fczde 12\u2019ye y\u00fckseltti. Faizlerdeki y\u00fckseli\u015f beklenilmedi\u011fi kadar y\u00fcksek boyutta oldu ve t\u00fcm piyasa analistleri ve d\u0131\u015f piyasa uzmanlar\u0131 ile d\u0131\u015f d\u00fcnyada b\u00fcy\u00fck \u00f6vg\u00fc ald\u0131.<\/p>\n<p>Bu kararla art\u0131k dolar\/TL kurunun \u00f6n\u00fcm\u00fczdeki 6 ayl\u0131k s\u00fcre i\u00e7indeki en \u00f6nemli direncinin 2.39 oldu\u011funu s\u00f6yleyebiliriz. Bu sabah sadece dolar\/TL kuru de\u011fil, di\u011fer geli\u015fmekte olan \u00fclke paralar\u0131 ve \u00f6zellikle de k\u0131r\u0131lgan be\u015fli \u00e7ok olumlu etkileniyor. \u00a0Dolar 2.1793 seviyesinden i\u015flem g\u00f6r\u00fcyor. \u00d6nceki g\u00fcn Hindistan, ard\u0131ndan T\u00fcrkiye\u2019nin beklenmedik boyuttaki faiz art\u0131r\u0131m\u0131, FED\u2019in parasal geni\u015flemeyi azaltmas\u0131 riskine ra\u011fmen, geli\u015fmi\u015f \u00fclkelerden yeniden geli\u015fmekte olan \u00fclkelere para ak\u0131\u015f\u0131n\u0131 sa\u011flayabilir. Hali haz\u0131rda Avrupa ve ABD borsalar\u0131n\u0131n \u00e7ok y\u00fcksek getiriler elde etti\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcrse, birden olmasa da yeniden GOP\u2019lar ilgi oda\u011f\u0131 olmaya ba\u015flayabilir.<\/p>\n<p>Merkez Bankas\u0131 karar\u0131n\u0131 e\u011fer belirli maddelerle \u00f6zetleyecek olursak MB \u015funlar\u0131 s\u00f6yledi;<\/p>\n<p>1. Ben ba\u011f\u0131ms\u0131z ve \u00f6zerk bir kurumum ve buna s\u00f6z s\u00f6yletmem<\/p>\n<p>2. Kurlar\u0131 istikrarl\u0131 ve kararl\u0131 k\u0131lmak ad\u0131na \u00e7ok kararl\u0131y\u0131m<\/p>\n<p>3. Enflasyonist bekleyi\u015flerdeki bozulmay\u0131 tersine \u00e7evirece\u011fim ve bana verilmi\u015f olan fiyat istikrar\u0131n\u0131 sa\u011flama g\u00f6revini birincil \u00f6ncelik olarak uygulamaya devam edece\u011fim.<\/p>\n<p>4. Merkez Bankas\u0131\u2019n\u0131 bundan sonra kimse test etmeye kalkmas\u0131n<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3295437345\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\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 kararlar\u0131n olas\u0131 etkilerini k\u0131saca belirletecek olursak, cari a\u00e7\u0131k h\u0131zla azalacakt\u0131r. Bankalar\u0131n karl\u0131l\u0131\u011f\u0131 azalacakt\u0131r. B\u00fcy\u00fcme bask\u0131lanacakt\u0131r, fakat zaten faiz art\u0131r\u0131lmasa bile kurdaki y\u00fcksek volatilite ve belirsizlik harcamalar\u0131 bask\u0131 alt\u0131na alacak ve toplam talebin b\u0131\u00e7ak gibi kesilmesine neden olacakt\u0131. Tasarruflar\u0131n bu a\u015famadan sonra h\u0131zl\u0131 bir \u015fekilde artmas\u0131 ve d\u00f6viz tevdiat hesaplar\u0131nda \u00e7\u00f6z\u00fclme olmas\u0131 beklenir. Bu kararlardan en olumsuz etkilenecek sekt\u00f6r, bankac\u0131l\u0131k kesimi, in\u015faat sekt\u00f6r\u00fc, otomotiv ve Dayan\u0131kl\u0131 t\u00fcketim mallar\u0131 sekt\u00f6rleri olacakt\u0131r. D\u00f6viz borcu veya a\u00e7\u0131\u011f\u0131 y\u00fcksek borsaya kote firmalar\u0131n hisseleri h\u0131zl\u0131 de\u011fer kazanabilir. Holding hisseleri bulundu\u011fu sekt\u00f6re g\u00f6re endeks \u00fczerinde getiri sa\u011flayabilir.<\/p>\n<p>E\u011fer MB kararlar\u0131 normal bir zamanda al\u0131nsayd\u0131, borsa \u00fczerindeki etkisinin \u00e7ok net negatif olaca\u011f\u0131n\u0131 s\u00f6ylerdim ama kararlar, \u00e7ok \u00f6nemli makro dengesizlikleri ortadan kald\u0131rabilecek g\u00fc\u00e7te oldu\u011fu i\u00e7in, olumsuz etkilenmesini bekledi\u011fimiz bankac\u0131l\u0131k sekt\u00f6r\u00fc dahi bug\u00fcn iyi primler yapabilir. Yat\u0131r\u0131mc\u0131lar a\u00e7\u0131l\u0131\u015fta aceleci olmamal\u0131 ve seans\u0131n ilk 1 saatinin ge\u00e7mesini ve fiyatlar\u0131n dengeye oturmas\u0131n\u0131 beklemeliler. Perakende ticaret sekt\u00f6r\u00fc bu kararlardan en az olumsuz etkilenecek sekt\u00f6r olarak kar\u015f\u0131m\u0131za \u00e7\u0131kabilir. Borsada bug\u00fcn sert bir y\u00fckseli\u015f olmas\u0131n\u0131 bekleyebiliriz ama \u015fuursuz aceleci hareketler zarar verebilir ve yat\u0131r\u0131mc\u0131lar y\u00fcksek fiyatlardan al\u0131m yapmak durumunda olabilirler. FED karar\u0131n\u0131n da beklenmesi gerekti\u011fi vurgulanmal\u0131. Endeksin a\u00e7\u0131ld\u0131ktan sonra g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek seviye \u00f6nemli kritik bir nokta olacakt\u0131r. Bu seviye seans\u0131n ilerleyen saatlerinde a\u015f\u0131l\u0131rsa, \u00a0yukar\u0131 hareketin devam\u0131ndan bahsedebilece\u011fiz.<\/p>\n<p>D\u00fcn g\u00f6sterge faiz 11.06 seviyesine kadar y\u00fckseldi. MB\u2019n\u0131n ola\u011fan\u00fcst\u00fc PPK a\u00e7\u0131klamas\u0131 sonras\u0131nda g\u00f6sterge faiz 10.70 seviyesine kadar indi ve 10.87\u2019den kapanm\u0131\u015ft\u0131. Bug\u00fcnden itibaren bono piyasas\u0131nda likidite h\u0131zla artabilir ve yo\u011fun i\u015flemler olabilir. G\u00f6sterge faizin ise 10 ile 11 aral\u0131\u011f\u0131nda dengeye gelmesini bekleyebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Merkez Bankas\u0131 d\u00fcn gece, bor\u00e7 alma faizini y\u00fczde 3.50\u2019den y\u00fczde 8\u2019e, 1 haftal\u0131k repo faizini y\u00fczde 4.50\u2019den y\u00fczde 10\u2019a ve bor\u00e7 verme faizini de y\u00fczde&hellip;<\/p>\n","protected":false},"author":102,"featured_media":0,"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-30671","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/30671","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=30671"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/30671\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=30671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=30671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=30671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}