{"id":33650,"date":"2014-05-22T09:33:12","date_gmt":"2014-05-22T06:33:12","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33650"},"modified":"2014-05-22T09:33:12","modified_gmt":"2014-05-22T06:33:12","slug":"uzeyir-dogan-tcmb-karari-ve-piyasalara-etkisi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/uzeyir-dogan-tcmb-karari-ve-piyasalara-etkisi\/","title":{"rendered":"\u00dczeyir Do\u011fan &#8211; TCMB karar\u0131 ve piyasalara etkisi"},"content":{"rendered":"<p><strong><em>Bug\u00fcn ana g\u00fcndemimiz TCMB\u2019nin faiz karar\u0131 olacak. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3150227635\"><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>Piyasa akt\u00f6rlerinin genel beklentisi politika faizinde de\u011fi\u015fim olmayaca\u011f\u0131 y\u00f6n\u00fcnde g\u00f6r\u00fcnse de fiyatlamada faiz indirimi beklentisinin a\u011f\u0131r bast\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Bu nedenle bug\u00fcn Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131nda politika faizinde kayda de\u011fer bir indirim olmaz ise B\u0130ST\u2019te sat\u0131c\u0131l\u0131 bir hava hakim olabilir. Aksi durumda yani faiz indirimi gelecek olur ise bu beklenti ile son bir s\u0131\u00e7rama daha g\u00f6rebiliriz. Bu da endekste 78,000\/80,000 aral\u0131\u011f\u0131n\u0131n hedef olmas\u0131n\u0131 sa\u011flayacakt\u0131r. Hat\u0131rlanacak olursa d\u00fcnk\u00fc yorumumuzda endekste sert hareket ger\u00e7ekle\u015fme ihtimalinin artt\u0131\u011f\u0131n\u0131 s\u00f6ylemi\u015ftik. D\u00fcn bu hareketin ba\u015flang\u0131c\u0131n\u0131 g\u00f6rd\u00fck. Bu y\u00fckseli\u015fte faiz indirimi beklentisi etkili olsa da tek nedenin bu olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Al\u0131m i\u015ftah\u0131 olduk\u00e7a g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcyor. Bu nedenle herhangi bir nedenle olacak sert bir d\u00fczeltme, 74,400 alt\u0131nda stop loss bulundurmak kayd\u0131yla al\u0131m f\u0131rsat\u0131 olu\u015fturabilir. Bu nedenle TCMB\u2019nin faizleri de\u011fi\u015ftirmemesini bir trend de\u011fi\u015fimi habercisi olarak de\u011fil, ge\u00e7ici ir d\u00fczeltme olabilece\u011fi g\u00f6z\u00fcyle yorumlamak daha do\u011fru g\u00f6r\u00fcn\u00fcyor. Ancak sebebi ne olursa olsun 74,400 alt\u0131nda olacak kapan\u0131\u015flarda temkinli olmak ve mevcut yukar\u0131 y\u00f6nl\u00fc pozisyonlarda \u0131srarc\u0131 olmamak gerekiyor. Bug\u00fcnk\u00fc PPK\u2019ya ili\u015fkin bizim beklentimiz ise politika faizinde indirim olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fck oldu\u011fu y\u00f6n\u00fcnde. Bunun yan\u0131nda zorunlu kar\u015f\u0131l\u0131klar ve politika faizi d\u0131\u015f\u0131ndaki faiz oranlar\u0131nda teknik d\u00fczenleme gelebilir. Mevcut \u015fartlar k\u00f6t\u00fcye gitmez ise haziran ve sonras\u0131ndaki birka\u00e7 ayl\u0131k vadede maksimum 100 baz puan\u0131 bulacak \u00f6l\u00e7\u00fcl\u00fc bir faiz indirimi beklenebilir.<\/p>\n<p>\u00dczeyir Do\u011fan&#8217;\u0131n t\u00fcm yaz\u0131lar\u0131: <a href=\"http:\/\/www.uzeyirdogan.com\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">www.uzeyirdogan.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bug\u00fcn ana g\u00fcndemimiz TCMB\u2019nin faiz karar\u0131 olacak. Piyasa akt\u00f6rlerinin genel beklentisi politika faizinde de\u011fi\u015fim olmayaca\u011f\u0131 y\u00f6n\u00fcnde g\u00f6r\u00fcnse de fiyatlamada faiz indirimi beklentisinin a\u011f\u0131r bast\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz.&hellip;<\/p>\n","protected":false},"author":1,"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":[769,808,801,876],"class_list":["post-33650","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi","tag-uzeyir-dogan-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33650","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=33650"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33650\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}