{"id":33237,"date":"2014-05-06T08:40:02","date_gmt":"2014-05-06T05:40:02","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33237"},"modified":"2014-05-06T08:51:18","modified_gmt":"2014-05-06T05:51:18","slug":"seans-oncesi-borsa-yorumu-borsada-guclu-durus","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-borsada-guclu-durus\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Borsa&#8217;da G\u00fc\u00e7l\u00fc Duru\u015f"},"content":{"rendered":"<p><em><strong>Borsa d\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131. Asl\u0131nda d\u0131\u015f piyasalarda hava genel olarak hafif a\u015fa\u011f\u0131 e\u011fimliydi ve iyi bir a\u00e7\u0131l\u0131\u015f yapt\u0131k. Fakat y\u00fckselerek a\u00e7\u0131l\u0131\u015f \u00a0olmas\u0131 durumunda buna pek kat\u0131lmamak&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1413509490\"><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-33238\" alt=\"endeks-6-Mayis-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-6-Mayis-2014.png\" width=\"558\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-6-Mayis-2014.png 558w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-6-Mayis-2014-300x197.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/p>\n<p>Borsa d\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131. Asl\u0131nda d\u0131\u015f piyasalarda hava genel olarak hafif a\u015fa\u011f\u0131 e\u011fimliydi ve iyi bir a\u00e7\u0131l\u0131\u015f yapt\u0131k. Fakat y\u00fckselerek a\u00e7\u0131l\u0131\u015f \u00a0olmas\u0131 durumunda buna pek kat\u0131lmamak gerekiyordu. Saat 10:00&#8217;da a\u00e7\u0131klanan enflasyon rakam\u0131 benim beklentimin iki kat \u00fczerinde geldi. Enflasyonu y\u00fckselten ana unsur giyim ve ayakkab\u0131 olmu\u015f ama zaten Nisan aylar\u0131nda bu grup y\u00fczde 11-13 aras\u0131nda art\u0131yor. Enflasyonu etkileyen ikinci unsur da G\u0131da oldu. T\u00dcFE enflasyonunun beklentilerden y\u00fcksek gelmesi, faizleri yukar\u0131 \u00e7ekerken, borsaya da \u00f6nemli bir fren yapt\u0131rd\u0131. Ge\u00e7en hafta i\u00e7inde borsay\u0131 yukar\u0131 \u00e7eken ana unsur, say\u0131n Erdem Ba\u015f\u00e7\u0131&#8217;n\u0131n faiz indirimi mesaj\u0131 vermesi olarak belirtilmi\u015fti. Asl\u0131nda Say\u0131n Ba\u015f\u00e7\u0131, \u00e7ok g\u00fc\u00e7l\u00fc bir faiz indirimi sinyali vermemi\u015fti ama piyasa ne tarafa gitmek istiyorsa, verileri ve a\u00e7\u0131klamalar\u0131 o y\u00f6nde yorumlar ve \u00f6yle de oldu. D\u00fcn e\u011fer enflasyon y\u00fczde 0.650-0.60 aras\u0131nda gelseydi, co\u015fkulu bir g\u00fcn olabilirdi. Bu enflasyon verileri sonras\u0131nda, May\u0131s ay\u0131 i\u00e7indeki PPK toplant\u0131s\u0131nda bir faiz indirimi konusunda yorum yapmak i\u00e7in erken oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. Bu toplant\u0131ya kadar k\u00f6pr\u00fcn\u00fcn alt\u0131ndan daha \u00e7ok su ge\u00e7er. Fakat, \u00f6n\u00fcm\u00fczdeki birka\u00e7 haftal\u0131k d\u00f6nemde PPK toplant\u0131s\u0131 yakla\u015ft\u0131k\u00e7a faiz indirimi konusunda Merkez Bankas\u0131 \u00fczerinde siyasi bask\u0131n\u0131n artmas\u0131n\u0131 bekliyorum.<\/p>\n<p>Seans i\u00e7i geli\u015fmelere bakt\u0131\u011f\u0131m\u0131zda ise, yer yer sat\u0131\u015flar gelse de, bu sat\u0131\u015f bask\u0131s\u0131 \u00e7ok yo\u011fun de\u011fildi ve genel olarak banka hisselerinde g\u00fcn i\u00e7i volatilite vard\u0131. G\u00fcnl\u00fck bazda i\u015flem miktar\u0131 cuma g\u00fcn\u00fcne g\u00f6re d\u00fc\u015f\u00fc\u015f kaydederek 585 milyon lot olarak ger\u00e7ekle\u015fti. Sonu\u00e7 olarak d\u00fcn \u00f6\u011fleden sonra ABD endekslerindeki bozulmaya ve olumsuz d\u0131\u015f ko\u015fullara ra\u011fmen, borsa g\u00fc\u00e7l\u00fc kald\u0131. D\u00fcn \u00f6nemli olan 74.500 \u00fczerinde kalmas\u0131yd\u0131 ve Ukrayna&#8217;daki geli\u015fmelere ve \u00c7in&#8217;de b\u00fcy\u00fcme sorunlar\u0131 olmas\u0131na ra\u011fmen b\u00f6yle de oldu.<\/p>\n<p>Bu sabah Ukrayna&#8217;da \u00fc\u00e7 helikopterin d\u00fc\u015fmesine ve gerginli\u011fin artmas\u0131na ra\u011fmen, genel olarak d\u0131\u015f piyasalarda olumlu bir hava var. ABD endeksleri d\u00fcn g\u00fcn\u00fc y\u00fczde 0.20 civar\u0131nda yukar\u0131da kapatt\u0131 ve bu sabah vadeli endeksler y\u00fczde 0.16 yukar\u0131da bulunuyor. Asya borsalar\u0131n\u0131n \u00e7o\u011fu bug\u00fcn kapal\u0131 olacak. Bu sabah Hindistan y\u00fczde 0.48 yukar\u0131da hareket ediyor. Dolay\u0131s\u0131yla d\u00fcne g\u00f6re daha olumlu bir g\u00fcn olmas\u0131n\u0131 ve 73.850 seviyesindeki deste\u011fin bug\u00fcn de \u00e7al\u0131\u015fmas\u0131n\u0131 bekleyebiliriz. G\u00fcnl\u00fck bazda 75 bin \u00fczerinde bir kapan\u0131\u015f teknik a\u00e7\u0131dan \u00e7ok olumlu olacakt\u0131r. 60 dk&#8217;l\u0131k grafiklerde TKE g\u00f6stergesi &#8220;0&#8221; ile &#8220;20&#8221; aral\u0131\u011f\u0131na geriledi. Dolay\u0131s\u0131yla bir s\u00fcre yatay hareket izlesek de endeksin yeniden 75.500&#8217;e do\u011fru bir hareket yapmas\u0131n\u0131 bekleyebiliriz. Bug\u00fcn a\u00e7\u0131klanacak veriler aras\u0131nda Almanya ve Euro b\u00f6lgesi PMI endeksleri \u00f6nemlidir. Burada olumlu geli\u015fmeler bizim piyasalar\u0131m\u0131z\u0131 da olumlu etkileyecektir. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131n\u0131 diliyorum.<\/p>\n<p>10:55\/Almanya\/Hizmet PMI\/Nisan\/(Bek: 56.3 \u00d6nc: 56.3)<br \/>\n10:55\/Almanya\/Bile\u015fik PMI\/Nisan\/(Bek: 55 \u00d6nc: 55)<br \/>\n11:00\/Euro B\u00f6lgesi\/Hizmet PMI\/Nisan\/(Bek: 53.1 \u00d6nc: 53.1)<br \/>\n11:00\/Euro B\u00f6lgesi\/Bile\u015fik PMI\/Nisan\/(Bek: 54 \u00d6nc: 54)<br \/>\n11:30\/\u0130ngiltere\/Hizmet PMI\/Nisan\/(Bek: 57.8 \u00d6nc: 57.6)<br \/>\n11:30\/\u0130ngiltere\/Bile\u015fik PMI\/Nisan\/(\u00d6nc: 57.6)<br \/>\n12:00\/K\u00fcresel\/OECD \u201cGlobal Ekonomik G\u00f6r\u00fcn\u00fcm\u201d Raporu\u2019nu a\u00e7\u0131klayacak.<br \/>\n12:00\/Euro B\u00f6lgesi\/Perakende Sat\u0131\u015flar (ayl\u0131k)\/Mart\/(Bek: -%0.25 \u00d6nc: %0.4)<br \/>\n12:00\/Euro B\u00f6lgesi\/Perakende Sat\u0131\u015flar (y\u0131ll\u0131k)\/Mart\/(Bek: %0.0 \u00d6nc: %0.8)<br \/>\n15:30\/ABD\/D\u0131\u015f Ticaret Dengesi\/Mart\/(Bek: -40.35 Mlr $ \u00d6nc: -42.3 Mlr $)<br \/>\n17:00\/ABD\/IBD-Tipp Ekonomik \u0130yimserlik Endeksi\/May\u0131s\/(Bek: 44 \u00d6nc: 48)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Borsa d\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131. Asl\u0131nda d\u0131\u015f piyasalarda hava genel olarak hafif a\u015fa\u011f\u0131 e\u011fimliydi ve iyi bir a\u00e7\u0131l\u0131\u015f yapt\u0131k. Fakat y\u00fckselerek a\u00e7\u0131l\u0131\u015f \u00a0olmas\u0131 durumunda buna&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-33237","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\/33237","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=33237"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33237\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33237"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33237"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}