{"id":31094,"date":"2014-02-14T08:33:04","date_gmt":"2014-02-14T06:33:04","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=31094"},"modified":"2014-02-14T08:39:43","modified_gmt":"2014-02-14T06:39:43","slug":"seans-oncesi-borsa-yorumu-gorunum-net-degil-fatf-bekleniyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-gorunum-net-degil-fatf-bekleniyor\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ G\u00f6r\u00fcn\u00fcm Net De\u011fil, FATF Bekleniyor"},"content":{"rendered":"<p><em><strong>D\u0131\u015f piyasalardaki genel olumsuz hava nedeniyle, d\u00fcn borsa g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131 ve g\u00fcn i\u00e7erisinde en d\u00fc\u015f\u00fck, 63.700 seviyeleri g\u00f6r\u00fcld\u00fc. G\u00fcn sonunda ise kapan\u0131\u015f 63.750 deste\u011finin&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1397388995\"><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-31095\" alt=\"endeks-14-Subat-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/02\/endeks-14-Subat-2014.png\" width=\"564\" height=\"342\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/02\/endeks-14-Subat-2014.png 564w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/02\/endeks-14-Subat-2014-300x181.png 300w\" sizes=\"auto, (max-width: 564px) 100vw, 564px\" \/><\/p>\n<p>D\u0131\u015f piyasalardaki genel olumsuz hava nedeniyle, d\u00fcn borsa g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131 ve g\u00fcn i\u00e7erisinde en d\u00fc\u015f\u00fck, 63.700 seviyeleri g\u00f6r\u00fcld\u00fc. G\u00fcn sonunda ise kapan\u0131\u015f 63.750 deste\u011finin hemen \u00fczerinde oldu. G\u00fcnl\u00fck bazda y\u00fczde 1.16 de\u011fer kaybeden BIST-100 endeksi y\u00f6n sinyali vermedi.<\/p>\n<p>Teknik olarak bir de\u011ferlendirme yaparsak, \u015f\u00fcphe yok ki; d\u00fcn talep \u00e7ok zay\u0131ft\u0131. D\u00fcnk\u00fc yorumumuzda belirtti\u011fimiz \u00fczere \u0130\u015flem miktar\u0131 belirgin bir \u015fekilde d\u00fc\u015ft\u00fc. Gerilemeler s\u0131ras\u0131nda hacimdeki d\u00fc\u015f\u00fc\u015f olduk\u00e7a sa\u011fl\u0131kl\u0131 bir geli\u015fme olarak de\u011ferlendirilmelidir. Her ne kadar son birka\u00e7 g\u00fcndeki endeks kapan\u0131\u015flar\u0131 net bir y\u00f6n belirtmese de, geri \u00e7ekilmenin bir d\u00fczeltme oldu\u011funa dair g\u00f6r\u00fc\u015f\u00fc destekler niteliktedir.<\/p>\n<p>D\u00fcn cari a\u00e7\u0131k verileri a\u00e7\u0131kland\u0131. Aral\u0131k ay\u0131nda 7.6 milyar dolar cari a\u00e7\u0131k beklenirken, 8.3 milyar dolar oldu. Y\u0131l baz\u0131nda cari a\u00e7\u0131k 2012\u2019de 48.5 milyar dolardan 65 milyar dolara \u00e7\u0131km\u0131\u015f olsa da, Alt\u0131n hari\u00e7 tutuldu\u011funda, cari a\u00e7\u0131\u011f\u0131n 53 milyar dolar civar\u0131nda oldu\u011funu g\u00f6r\u00fcyoruz. 2013 y\u0131l\u0131nda temel finansman kayna\u011f\u0131 bankalar olmu\u015f. 2012\u2019de bankalar yurt d\u0131\u015f\u0131ndan 15 milyar dolar kaynak getirirken, 2013\u2019de bu rakam 30.5 milyar dolara y\u00fckselmi\u015f. 2012 y\u0131l\u0131 ba\u015f\u0131nda faizlerin h\u0131zla y\u00fczde 12.50 seviyelerine y\u00fckseltilmesi sonras\u0131nda b\u00fcy\u00fcme y\u00fczde 2.2\u2019ye gerilerken, cari a\u00e7\u0131k 75.1 milyar dolardan 48.5 milyar dolara gerilemi\u015fti. Bu y\u0131l da benzer bir etki g\u00f6r\u00fcl\u00fcrse 2014 sonunda cari a\u00e7\u0131\u011f\u0131n 40 milyar dolar seviyelerine inmesi \u015fa\u015f\u0131rt\u0131c\u0131 olmamal\u0131d\u0131r. Fakat, FED raporunda en k\u0131r\u0131lgan olarak an\u0131lan \u00fclke olan T\u00fcrkiye\u2019yi bu listede tutan en \u00f6nemli \u00f6zelli\u011fi y\u00fcksek cari a\u00e7\u0131\u011f\u0131 nedeniyle finansman ihtiyac\u0131n\u0131n olmas\u0131 da g\u00f6zden ka\u00e7\u0131r\u0131lmamal\u0131.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalar bakt\u0131\u011f\u0131m\u0131zda, d\u00fcn gece ABD endeksleri g\u00fcn\u00fc y\u00fczde 0.40-0.50 oran\u0131nda y\u00fckseli\u015fle kapat\u0131rken, vadeli endeksler \u015fu saatlerde d\u00fcne g\u00f6re y\u00fczde 0.24 oran\u0131nda a\u015fa\u011f\u0131da bulunuyorlar. Asya cephesinde Japonya hari\u00e7 di\u011fer borsalar y\u00fckseliyor. Dolar\/TL kuru ise bu sabah 2.1920 seviyelerinde olup, d\u00fcn 2.21 seviyelerini g\u00f6rm\u00fc\u015f ve seans sonuna do\u011fru gerilemi\u015fti. Kurlar son zamanlarda normale d\u00f6nm\u00fc\u015f g\u00f6r\u00fcn\u00fcyor ve bu da piyasalardaki stresin azalmas\u0131 konusunda \u00f6nemli bir parametre olarak kar\u015f\u0131m\u0131zda duruyor. Bug\u00fcn ABD\u2019de sanayi \u00fcretimi verisi ve ihracat-ithalat fiyat endeksleri a\u00e7\u0131klanacak. Sanayi \u00fcretiminde % 0.3 art\u0131\u015f bekleniyor. Ge\u00e7en ay da %0.3 art\u0131\u015f olmu\u015ftu. Bug\u00fcn saat 10:00\u2019da Avrupa b\u00f6lgesi GSYIH b\u00fcy\u00fcme verisi a\u00e7\u0131klanacak olup, y\u0131ll\u0131k bazda %0.5, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re %0.2 art\u0131\u015f bekleniyor. AB\u2019deki b\u00fcy\u00fcme bizi de yak\u0131ndan ilgilendirdi\u011fi i\u00e7in veri \u00f6nemli olacakt\u0131r.<\/p>\n<p>BIST-100 endeksinin bug\u00fcn 63.500\u2019\u00fc destek yaparak yeniden yukar\u0131 y\u00f6nl\u00fc tepki vermesini ve 64 bin \u00fczerine oturmas\u0131n\u0131 bekliyoruz. Fakat 65 bin a\u015f\u0131labilir mi? sorusunun cevab\u0131 hen\u00fcz net de\u011fil. Paris\u2019teki FATF toplant\u0131s\u0131 bug\u00fcn bitiyor. Toplant\u0131 sonras\u0131 a\u00e7\u0131klamalar bug\u00fcn gelecektir. Kara listede olmay\u0131z ama olumsuz yorumlar piyasada sert hareketlere sebep olabilir.<\/p>\n<p><span style=\"line-height: 1.5em;\">Bono piyasas\u0131nda i\u015flem zay\u0131f seyrediyor ve g\u00f6sterge faiz dar bir bantta hareket ediyor. D\u00fcn 10.72 seviyesinden kapanan g\u00f6sterge ka\u011f\u0131d\u0131n faizi d\u00fcn 10.80\u2019den kapand\u0131. Bug\u00fcn 10.60 ile 11.00 aras\u0131nda kalmas\u0131n\u0131 bekleyebiliriz.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u0131\u015f piyasalardaki genel olumsuz hava nedeniyle, d\u00fcn borsa g\u00fcne d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131 ve g\u00fcn i\u00e7erisinde en d\u00fc\u015f\u00fck, 63.700 seviyeleri g\u00f6r\u00fcld\u00fc. G\u00fcn sonunda ise kapan\u0131\u015f 63.750 deste\u011finin&#8230;&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-31094","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\/31094","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=31094"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31094\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=31094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=31094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=31094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}