{"id":33644,"date":"2014-05-22T08:33:36","date_gmt":"2014-05-22T05:33:36","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33644"},"modified":"2014-05-22T08:51:58","modified_gmt":"2014-05-22T05:51:58","slug":"seans-oncesi-borsa-yorumu-fed-tutanaklari-cin-pmi-verisi-doping-oldu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-fed-tutanaklari-cin-pmi-verisi-doping-oldu\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ FED tutanaklar\u0131 \u00c7in PMI Verisi Doping Oldu"},"content":{"rendered":"<p><em><strong>D\u00fcn asl\u0131nda d\u0131\u015f piyasalar genel olarak olumsuz olmas\u0131na ra\u011fmen, bizim borsam\u0131zda yukar\u0131 y\u00f6nl\u00fc \u00e7aba vard\u0131 ve endeks g\u00fcnl\u00fck bazda&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1658457161\"><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-33645\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-22-Mayis-2014.png\" alt=\"endeks-22-Mayis-2014\" width=\"558\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-22-Mayis-2014.png 558w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-22-Mayis-2014-300x197.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/p>\n<p>D\u00fcn asl\u0131nda d\u0131\u015f piyasalar genel olarak olumsuz olmas\u0131na ra\u011fmen, bizim borsam\u0131zda yukar\u0131 y\u00f6nl\u00fc \u00e7aba vard\u0131 ve endeks g\u00fcnl\u00fck bazda y\u00fczde 1.59 oran\u0131nda y\u00fckseli\u015fle 76.455 seviyesinden kapand\u0131. D\u00fcn yabanc\u0131 taraf\u0131ndan yeni bir al\u0131m dalgas\u0131 g\u00f6rd\u00fck ve endeks son iki haftal\u0131k en \u00f6nemli direncine \u00e7ok yak\u0131n bir kapan\u0131\u015f yapt\u0131. D\u00fcn g\u00fcnl\u00fck bazda i\u015flem miktar\u0131n\u0131n artmas\u0131 da olumluydu. Bug\u00fcn saat 14:00&#8217;de Merkez Bankas\u0131&#8217;n\u0131n faiz karar\u0131n\u0131 \u00f6\u011frenmi\u015f olaca\u011f\u0131z. Piyasalarda \u00a0\u00e7ok fazla co\u015fku yaratmayacak ama, ama olumsuz da etkilemeyecek bir karar \u00e7\u0131kmas\u0131 olas\u0131l\u0131\u011f\u0131 y\u00fcksek bulunuyor.<\/p>\n<p>D\u00fcn ak\u015fam FED tutanaklar\u0131 a\u00e7\u0131kland\u0131. Bu tutanaklar sonras\u0131nda, ABD borsalar\u0131 olumlu reaksiyon verdi. Asl\u0131nda ge\u00e7en ay a\u00e7\u0131klanan tutanaklardan \u00e7ok b\u00fcy\u00fck bir fark\u0131 yoktu ama, faiz karar\u0131 konusundaki zaman aral\u0131\u011f\u0131 daha da geni\u015fletildi. Enflasyona vurgu yap\u0131ld\u0131. Son d\u00f6nemde i\u015fsizlik h\u0131zl\u0131 d\u00fc\u015fmesine ra\u011fmen bunun enflasyon \u00fczerinde bask\u0131 yaratmad\u0131\u011f\u0131 ve bask\u0131 yaratmad\u0131k\u00e7a da uzun s\u00fcre FED&#8217;in faiz politikas\u0131n\u0131n ekonomiyi destekleyici olaca\u011f\u0131 y\u00f6n\u00fcnde vurgu yap\u0131ld\u0131. \u00a0G\u00f6r\u00fcnen o ki; tahvil al\u0131m program\u0131 sonland\u0131r\u0131ld\u0131ktan sonra, uzunca bir s\u00fcre faizlerde art\u0131\u015f yap\u0131lmayaca\u011f\u0131 alg\u0131lamas\u0131 ABD borsalar\u0131n\u0131 olumlu etkiledi. \u00d6te yandan \u00c7in&#8217;den gelen PMI verileri de beklentilerin olduk\u00e7a \u00fczerindeydi ve bu sabah Asya cephesinde de \u00e7ok olumlu bir hava var. B\u00fct\u00fcn borsalar en az y\u00fczde 0.50 art\u0131da bulunurken, Japonya y\u00fczde 2.25 art\u0131\u015f yapt\u0131.<\/p>\n<p>D\u0131\u015far\u0131daki genel olumlu hava bug\u00fcn b\u00fcy\u00fck olas\u0131l\u0131kla bizim piyasalar\u0131m\u0131za da yans\u0131yacakt\u0131r. Tahminen 76.500&#8217;\u00fcn en az 200 puan \u00fczerinde bir a\u00e7\u0131l\u0131\u015fla g\u00fcne ba\u015flayabiliriz. D\u00fcn bankalar yine olumluydu. Bug\u00fcn de olumlu olmaya devam etmesini bekleyebiliriz. Endeksin g\u00fcn sonunda 76.500 \u00fczerinde kapan\u0131\u015f yapmas\u0131 durumunda hedefi 78-80 bin seviyeleri olacakt\u0131r. Daha \u00f6nceki yorumlar\u0131m\u0131zda vurgulad\u0131\u011f\u0131m\u0131z \u00fczere, yat\u0131r\u0131mc\u0131lar pozisyonlar\u0131n\u0131 korumaya devam etmeliler. Fakat \u015funu da belirtmeliyiz ki, borsa y\u00fckselmesine ra\u011fmen bir\u00e7ok ka\u011f\u0131t y\u00fckselmiyor ve bu durum yat\u0131r\u0131mc\u0131 i\u00e7in bir sab\u0131r testi olu\u015fturuyor. Sert y\u00fckseli\u015flerde genellikle banka ve holdingler ba\u015f\u0131 \u00e7eker ve sonras\u0131nda BIST-100&#8217;deki di\u011fer ka\u011f\u0131tlar y\u00fckseli\u015fe kat\u0131l\u0131r ama e\u011fer pozisyon al\u0131nan hissenin son mali verileri \u00e7ok olumlu de\u011filse bekletmeye devam edebilir. Bu y\u00fczden yat\u0131r\u0131mc\u0131lar ya sab\u0131rla beklemeliler, ya da pozisyon de\u011fi\u015ftireceklerse Mart d\u00f6neminde mali yap\u0131s\u0131 g\u00fc\u00e7l\u00fc ka\u011f\u0131tlarla de\u011fi\u015fiklik yapabilirler. \u00a0Yat\u0131r\u0131mc\u0131lar i\u00e7in bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle..<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn asl\u0131nda d\u0131\u015f piyasalar genel olarak olumsuz olmas\u0131na ra\u011fmen, bizim borsam\u0131zda yukar\u0131 y\u00f6nl\u00fc \u00e7aba vard\u0131 ve endeks g\u00fcnl\u00fck bazda&#8230; D\u00fcn asl\u0131nda d\u0131\u015f piyasalar genel olarak&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-33644","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\/33644","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=33644"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33644\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33644"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33644"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}