{"id":31008,"date":"2014-02-11T08:32:58","date_gmt":"2014-02-11T06:32:58","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=31008"},"modified":"2014-02-11T08:39:35","modified_gmt":"2014-02-11T06:39:35","slug":"seans-oncesi-borsa-yorumu-disarisi-olumlu-yellen-bekleniyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-disarisi-olumlu-yellen-bekleniyor\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ D\u0131\u015far\u0131s\u0131 Olumlu, Yellen Bekleniyor"},"content":{"rendered":"<p><em><strong>D\u00fcn S&amp;P\u2019nin T\u00fcrkiye\u2019nin kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc dura\u011fandan negatife indirmesinin etkilerini piyasalarda g\u00f6rd\u00fck. BIST-100 endeksi g\u00fcn\u00fc %0.87 d\u00fc\u015f\u00fc\u015fle&#8230;\u00a0<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-319852976\"><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-31009\" alt=\"endeks-11-Subat-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/02\/endeks-11-Subat-2014.png\" width=\"561\" height=\"343\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/02\/endeks-11-Subat-2014.png 561w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/02\/endeks-11-Subat-2014-300x183.png 300w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/p>\n<p>D\u00fcn S&amp;P\u2019nin T\u00fcrkiye\u2019nin kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc dura\u011fandan negatife indirmesinin etkilerini piyasalarda g\u00f6rd\u00fck. BIST-100 endeksi g\u00fcn\u00fc %0.87 d\u00fc\u015f\u00fc\u015fle 64050 seviyesinden kapatt\u0131. Genelde d\u0131\u015f piyasalar olumluydu, bunun da etkisiyle S&amp;P karar\u0131n\u0131n olumsuz etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 s\u00f6yleyebiliriz. Endeks g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131ktan sonra en d\u00fc\u015f\u00fck 63.550 seviyelerini g\u00f6rd\u00fc. Bu seviyede teknik bir destek bulunuyordu ve a\u015fa\u011f\u0131 k\u0131r\u0131lmamas\u0131 \u00f6nemliydi. Nitekim bu seviyede tutunmay\u0131 ba\u015fard\u0131 ve daha sonra yakla\u015f\u0131k 800 puanl\u0131k art\u0131\u015fla 64.300\u2019lere yakla\u015ft\u0131 ve sonras\u0131nda 64 bin \u00fczerinde kalmay\u0131 ba\u015fard\u0131. Ge\u00e7en hafta ile k\u0131yasland\u0131\u011f\u0131nda d\u00fcnk\u00fc i\u015flem miktar\u0131 d\u00fc\u015f\u00fckt\u00fc. D\u00fcnk\u00fc hareketler sonras\u0131nda borsan\u0131n bir s\u00fcre daha 64-65 bin aral\u0131\u011f\u0131nda dalgalanmas\u0131n\u0131 bekleyebiliriz.<\/p>\n<p>Bug\u00fcnk\u00fc g\u00fcndeme bakt\u0131\u011f\u0131m\u0131zda FED ba\u015fkan\u0131 Yellen, y\u0131l\u0131n ilk para politikas\u0131 konu\u015fmas\u0131n\u0131 yapacak. Son iki ayd\u0131r Tar\u0131m d\u0131\u015f\u0131 istihdam verisinin beklenenden d\u00fc\u015f\u00fck gelmesi nedeniyle ayl\u0131k tahvil al\u0131m\u0131n\u0131n azalt\u0131lmas\u0131na bir s\u00fcre ara verilece\u011fine dair bir beklenti olu\u015fmu\u015f olsa da, Yellen\u2019in tahvil al\u0131mlar\u0131n\u0131 azaltmaya ara verilece\u011fine dair bir sinyal vermesini beklemiyorum. \u0130\u015fsizlik oran\u0131 konusunda s\u00f6yleyecekleri \u00f6nemli olacakt\u0131r. 2014 i\u00e7erisinde zaten 8 tane FED toplant\u0131s\u0131 olacak ve bir tanesi yap\u0131ld\u0131. Kalan yedi toplant\u0131da 10\u2019a milyar dolarl\u0131k azalt\u0131m, 2014 y\u0131l\u0131 i\u00e7erisinde tahvil al\u0131mlar\u0131 yoluyla parasal geni\u015flemeyi bitirmi\u015f olacakt\u0131r. Ara verilebilmesi i\u00e7in, ABD ekonomisinde \u00e7ok daha belirgin yava\u015flama sinyallerinin gelmesi gerekir. Bu hafta ABD\u2019den gelecek veri say\u0131s\u0131 az. Daha \u00e7ok FED \u00fcyelerinin konu\u015fmalar\u0131 g\u00fcndeme d\u00fc\u015fecektir. Bug\u00fcn haftal\u0131k Redbook perakende sat\u0131\u015flar endeksi a\u00e7\u0131klanacak. Yar\u0131n ABD b\u00fct\u00e7esi, Per\u015fembe g\u00fcn\u00fc de haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 ve ayl\u0131k perakende sat\u0131\u015flar verisi var. Per\u015fembe g\u00fcn\u00fc saat 17:30\u2019da Janet Yellen bir konu\u015fma daha yapacak. Cuma g\u00fcn\u00fc ise ithalat ve ihracat fiyat endeksleri ile, daha da \u00f6nemlisi sanayi \u00fcretimi verileri a\u00e7\u0131klan\u0131yor olacak. Bu verileri g\u00f6rmeden tahvil azalt\u0131m\u0131nda bir duraksama sinyali gelmesi zor.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalarda \u00e7ok olumlu bir hava var. Asya cephesinde b\u00fct\u00fcn borsalar art\u0131\u015fta. ABD vadeli endeksleri d\u00fcne g\u00f6re y\u00fczde 0.35 yukar\u0131da bulunurken, ABD 10 y\u0131ll\u0131k tahvil faizleri de d\u00fcne g\u00f6re geriledi ve 2.66 seviyesinde bulunuyor. Dolar\/TL kuru ise g\u00fcne 2.2145 seviyelerinden ba\u015flad\u0131. Bu kur, d\u00fcnk\u00fc kapan\u0131\u015fa yak\u0131n seviyelerde bulunuyor. BIST-100 endeksinin g\u00fcne y\u00fckselerek ba\u015flamas\u0131n\u0131 bekleyebiliriz. Fakat 65 bin direncinin zor bir diren\u00e7 oldu\u011funu belirtelim. E\u011fer 63.500\u2019\u00fcn alt\u0131nda kapan\u0131\u015f\u0131 gerektirecek hareket olursa, d\u00fc\u015f\u00fc\u015f\u00fcn devam edece\u011fi sinyali oldu\u011fu anlam\u0131na gelir. 65 ve 65.500 aral\u0131\u011f\u0131 ise k\u0131sa vadeli yat\u0131r\u0131mc\u0131lar i\u00e7in bir miktar nakde ge\u00e7mek i\u00e7in uygun seviyelerdir.<\/p>\n<p>Bono piyasas\u0131nda g\u00f6sterge faizde son zamanlarda genel olarak yatay bir hareket var. Cuma g\u00fcn\u00fc 10.60 seviyesinden kapanan g\u00f6sterge ka\u011f\u0131d\u0131n faizi d\u00fcn 10.72\u2019den kapand\u0131. Kurlardaki geri \u00e7ekilmenin faizler \u00fczerinde de olumlu etki yapt\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Bug\u00fcn g\u00f6sterge faizin 10.40 ile 10.90 aral\u0131\u011f\u0131nda hareket etmesini bekleyebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn S&amp;P\u2019nin T\u00fcrkiye\u2019nin kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc dura\u011fandan negatife indirmesinin etkilerini piyasalarda g\u00f6rd\u00fck. BIST-100 endeksi g\u00fcn\u00fc %0.87 d\u00fc\u015f\u00fc\u015fle&#8230;\u00a0 D\u00fcn S&amp;P\u2019nin T\u00fcrkiye\u2019nin kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc dura\u011fandan negatife indirmesinin etkilerini&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":[769,954,715],"class_list":["post-31008","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-canli-webinar","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31008","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=31008"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31008\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=31008"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=31008"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=31008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}