{"id":31536,"date":"2014-03-06T08:39:37","date_gmt":"2014-03-06T06:39:37","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=31536"},"modified":"2014-03-06T08:48:13","modified_gmt":"2014-03-06T06:48:13","slug":"seans-oncesi-borsa-yorumu-piyasalar-verilere-odaklandi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-piyasalar-verilere-odaklandi\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Piyasalar Verilere Odakland\u0131"},"content":{"rendered":"<p><em><strong>D\u00fcn piyasalarda gerginli\u011fin azald\u0131\u011f\u0131, bir\u00e7ok a\u00e7\u0131dan piyasa hareketlerinin normale d\u00f6nd\u00fc\u011f\u00fc bir g\u00fcn oldu. BIST-100 endeksi 63 bin seviyesinin \u00fczerinde g\u00fcne ba\u015flad\u0131ktan&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1159913837\"><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-31537\" alt=\"endeks-6-mart-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-6-mart-2014.png\" width=\"563\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-6-mart-2014.png 563w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-6-mart-2014-300x196.png 300w\" sizes=\"auto, (max-width: 563px) 100vw, 563px\" \/><\/p>\n<p>D\u00fcn piyasalarda gerginli\u011fin azald\u0131\u011f\u0131, bir\u00e7ok a\u00e7\u0131dan piyasa hareketlerinin normale d\u00f6nd\u00fc\u011f\u00fc bir g\u00fcn oldu. BIST-100 endeksi 63 bin seviyesinin \u00fczerinde g\u00fcne ba\u015flad\u0131ktan sonra, ikinci seansta 64 bine yakla\u015ft\u0131 ve bu seviyelerde bir miktar zorlanmaya ba\u015flad\u0131ktan sonra, g\u00fc\u00e7l\u00fc olmayan kar realizasyonlar\u0131 g\u00f6rd\u00fck. Bu sat\u0131\u015flarla yeniden 63.500 civar\u0131na kadar gerileme yapt\u0131.<\/p>\n<p>Bug\u00fcn Avrupa Merkez Bankas\u0131\u2019n\u0131n toplant\u0131s\u0131 var ve bu toplant\u0131 T\u00fcrkiye i\u00e7in de b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor. Daha \u00f6nce Ba\u015fkan Draghi taraf\u0131ndan dillendirilen s\u0131f\u0131r faiz politikas\u0131na ge\u00e7ilecek olursa, \u00f6zellikle T\u00fcrkiye i\u00e7in \u00f6nemli olacakt\u0131r. Fakat direkt olarak s\u0131f\u0131r politikas\u0131na ge\u00e7ilmesi beklenmiyor. Daha \u00e7ok kredi imkanlar\u0131n\u0131 yumu\u015fatacak kararlar olabilir. Mevduata negatif faiz, ya da Avrupa tipi bir parasal geni\u015fleme s\u00f6z konusu olabilir. Son d\u0131\u015f ticaret verileri, Avrupa Birli\u011fi\u2019ne yap\u0131lan ihracatta ivme oldu\u011funu g\u00f6steriyor. Bu a\u00e7\u0131dan bak\u0131ld\u0131\u011f\u0131nda Avrupa\u2019daki toparlanma bizim i\u00e7in \u00f6nemli olacakt\u0131r ve \u015fu an en az\u0131ndan AB\u2019deki toparlanmay\u0131 h\u0131zland\u0131racak bir faiz karar\u0131, bizim piyasalar\u0131m\u0131z i\u00e7in de pozitif etki yarat\u0131r.<\/p>\n<p>2014 y\u0131l\u0131na bakt\u0131\u011f\u0131m\u0131zda T\u00fcrk ekonomisi i\u00e7in en belirgin risk, b\u00fcy\u00fcmenin en iyi olas\u0131l\u0131kla y\u00fczde 2.00-2.50 aras\u0131nda ger\u00e7ekle\u015fmesi beklentisidir. Bu b\u00fcy\u00fcme \u00fclkemiz i\u00e7in yeterli de\u011fildir ve i\u015fsizli\u011fin de artmas\u0131na neden olacak bir b\u00fcy\u00fcmedir. D\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 raporunda da g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere, b\u00fcy\u00fcmeyi olumlu etkileyecek ana unsur d\u0131\u015f talep oldu\u011fundan, borsa yat\u0131r\u0131mc\u0131s\u0131 bu y\u0131l pozisyon al\u0131rken, ihracat potansiyeli y\u00fcksek \u015firketleri dikkate almal\u0131d\u0131r. \u00d6rne\u011fin, bu y\u0131l otomotiv sekt\u00f6r\u00fcn\u00fcn, kredi s\u0131n\u0131rlamalar\u0131 ve faiz art\u0131\u015f\u0131 nedeniyle i\u00e7eride pek iyi olmayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz, fakat otomotiv sekt\u00f6r\u00fc i\u00e7in ihracat imkanlar\u0131 ge\u00e7en y\u0131la g\u00f6re daha olumlu bir resim \u00e7iziyor.<\/p>\n<p>D\u00fcn, ABD\u2019den gelen \u00f6zel sekt\u00f6r istihdam verisi beklentilerin alt\u0131nda kald\u0131. \u00d6te yandan ISM imalat d\u0131\u015f\u0131 endeks 53,9\u2019dan 51,6\u2019ya d\u00fc\u015ft\u00fc. Yar\u0131n ABD\u2019den gelecek olan \u015fubat ay\u0131 tar\u0131m d\u0131\u015f\u0131 istihdam verisi ve i\u015fsizlik oran\u0131 FED\u2019in bu ay\u0131n 19\u2019unda yap\u0131lacak FOMC toplant\u0131s\u0131nda tahvil azalt\u0131m karar\u0131n\u0131 de\u011fi\u015ftirir mi? Zannetmiyoruz. FED her ay 10 milyar dolar azaltmaya devam edecektir. Bunu durdurmas\u0131 veya azaltmas\u0131 i\u00e7in, \u00e7ok belirgin k\u00f6t\u00fcle\u015fme olmas\u0131 laz\u0131m.\u00a0Rusya konusunda ise, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Kerry ve Rusya D\u0131\u015fi\u015fleri Bakan\u0131 Lavrov Paris\u2019te g\u00f6r\u00fc\u015f\u00fcyorlar. Bu g\u00f6r\u00fc\u015fmelerden sonra, yeniden ortam\u0131n \u0131s\u0131nmas\u0131n\u0131 beklemiyorum.\u00a0Bug\u00fcn d\u0131\u015f piyasalarda genel olarak olumlu bir hava var. BIST-100 i\u00e7in en g\u00fc\u00e7l\u00fc destek 62.650 seviyesinde olup, bug\u00fcn 63 bin ile 64 bin aral\u0131\u011f\u0131nda kalmas\u0131n\u0131 bekleyebiliriz. 64 bin a\u015f\u0131l\u0131rsa 65 bin hedef olacakt\u0131r. Fakat 65.500deki direncin bir iki g\u00fcn i\u00e7inde yukar\u0131 k\u0131r\u0131lmas\u0131 olas\u0131l\u0131\u011f\u0131, \u015fu anki \u015fartlarda d\u00fc\u015f\u00fck g\u00f6r\u00fcn\u00fcyor.<\/p>\n<p>Hazine ihaleleri sonras\u0131nda \u00f6nceki g\u00fcn g\u00f6sterge faiz 11.24 seviyesine kadar y\u00fckselmi\u015fti. Fakat d\u00fcn genel olumlu hava ile birlikte g\u00f6sterge faiz 10.95 seviyesine kadar geriledi. Bug\u00fcn tahvil ve bono piyasas\u0131n\u0131n daha da rahatlam\u0131\u015f olaca\u011f\u0131n\u0131 ve g\u00f6sterge faizin 10.75 ile 11.00 aral\u0131\u011f\u0131nda dalgalanaca\u011f\u0131n\u0131 bekliyorum.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn piyasalarda gerginli\u011fin azald\u0131\u011f\u0131, bir\u00e7ok a\u00e7\u0131dan piyasa hareketlerinin normale d\u00f6nd\u00fc\u011f\u00fc bir g\u00fcn oldu. BIST-100 endeksi 63 bin seviyesinin \u00fczerinde g\u00fcne ba\u015flad\u0131ktan&#8230; D\u00fcn piyasalarda gerginli\u011fin azald\u0131\u011f\u0131,&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-31536","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\/31536","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=31536"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31536\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=31536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=31536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=31536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}