{"id":33812,"date":"2014-05-29T08:38:24","date_gmt":"2014-05-29T05:38:24","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33812"},"modified":"2014-05-29T08:52:05","modified_gmt":"2014-05-29T05:52:05","slug":"seans-oncesi-borsa-yorumu-borsada-yukselisin-sonuna-mi-yaklasiliyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-borsada-yukselisin-sonuna-mi-yaklasiliyor\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Borsa&#8217;da Y\u00fckseli\u015fin Sonuna m\u0131 Yakla\u015f\u0131l\u0131yor?"},"content":{"rendered":"<p><em><strong>\u00d6nceki g\u00fcn say\u0131n Ba\u015fabakan&#8217;\u0131n Merkez Bankas\u0131&#8217;n\u0131n su\u00e7layan a\u00e7\u0131klamalar\u0131yla sert gerileyen BIST-100 endeksi d\u00fcn say\u0131n Mehmet \u015eim\u015fek&#8217;in a\u00e7\u0131klamalar\u0131yla&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2446390041\"><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-33813\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-29-Mayis-2014.png\" alt=\"endeks-29-Mayis-2014\" width=\"558\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-29-Mayis-2014.png 558w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-29-Mayis-2014-300x197.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/p>\n<p>\u00d6nceki g\u00fcn say\u0131n Ba\u015fabakan&#8217;\u0131n Merkez Bankas\u0131&#8217;n\u0131n su\u00e7layan a\u00e7\u0131klamalar\u0131yla sert gerileyen BIST-100 endeksi d\u00fcn say\u0131n Mehmet \u015eim\u015fek&#8217;in a\u00e7\u0131klamalar\u0131yla moral buldu ve sabah seans\u0131nda yeniden y\u00fckseli\u015fe ge\u00e7ti. Fakat ikinci seans adeta \u00f6nemli bir f\u0131rsat\u0131 bulmu\u015f olanlar\u0131n sat\u0131\u015f \u00e7abas\u0131 i\u00e7inde olmalar\u0131 g\u00f6r\u00fcnt\u00fcs\u00fc verdi. Endeks \u00f6nceki g\u00fcne g\u00f6re y\u00fczde 0.60 yukar\u0131da kapanm\u0131\u015f olsa da, d\u00fcnk\u00fc i\u015flem miktar\u0131n\u0131n y\u00fcksek oldu\u011funu bir kenara not etmeliyiz. \u015eu an piyasa, MB&#8217;n\u0131n ataca\u011f\u0131 ad\u0131mlar konusunda tedirgin ve Haziran ay\u0131 toplant\u0131s\u0131 yakla\u015f\u0131rken, bu stres artabilir. D\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda ise geli\u015fmi\u015f \u00fclkelerin tahvil ve bono piyasalar\u0131nda faizlerin son 10-12 ay\u0131n en d\u00fc\u015f\u00fck seviyelerine gerilemi\u015f olmas\u0131 dikkat \u00e7ekiyor. \u00a0Bu \u015fartlar alt\u0131nda borsalarda y\u00fckseli\u015f beklenirdi ama ABD endeksleri d\u00fcn bir nebze gerilerken, geli\u015fmekte olan \u00fclke borsalar\u0131nda da gerileme g\u00f6rd\u00fck. Avrupa&#8217;da bor\u00e7lu \u00fclkelerin faizleri de inan\u0131lmaz seviyelere d\u00fc\u015ft\u00fc. T\u00fcm bunlar \u00f6n\u00fcm\u00fczdeki hafta Avrupa Merkez Bankas\u0131&#8217;n\u0131n yapaca\u011f\u0131 toplant\u0131da faiz indirimi veya negatif faiz ya da LTRO gibi ad\u0131mlara atabilece\u011fi beklentisinden kaynaklan\u0131yor. Fakat veriler k\u00fcresel \u00e7apta bir dengesizli\u011fe do\u011fru gidiyor. \u0130talya ve \u0130spanya&#8217;n\u0131n borcu 4 trilyon Euro&#8217;dan fazla. Bu \u00fclkelerin faizlerindeki bu \u00e7apta d\u00fc\u015f\u00fc\u015f, hi\u00e7 de iyiye alamet de\u011fil. Olmas\u0131 gerekenin \u00e7ok \u00fczerinde iyimserlik ve optimizm var ve bundan sonraki 1-2 ay i\u00e7inde d\u0131\u015f piyasalarda da t\u00fcrb\u00fclansa haz\u0131rl\u0131kl\u0131 olmak laz\u0131m.<\/p>\n<p>Borsaya tekrar d\u00f6necek olursak, y\u00fckseli\u015f trendinin ge\u00e7en haftalarda oldu\u011fu gibi sa\u011fl\u0131kl\u0131 ve sorunsuz devam etmesi olas\u0131l\u0131\u011f\u0131 azald\u0131. Art\u0131k borsa patinaj yapmaya ba\u015flayabilir. Bunu hemen beklemesem de \u00f6n\u00fcm\u00fczdeki 2-3 haftada \u00e7ok daha net sinyaller alabilece\u011fimizi d\u00fc\u015f\u00fcn\u00fcyorum. Teknik olarak hala 80-82 bin aral\u0131\u011f\u0131n\u0131 g\u00f6rme olas\u0131l\u0131\u011f\u0131m\u0131z olsa da, bu hedefe kilitlenmek pek ak\u0131lc\u0131 olmayabilir. \u00d6n\u00fcm\u00fczdeki 1-2 hafta portf\u00f6ylerin dengelenmesi a\u00e7\u0131s\u0131ndan \u00f6nemli olacakt\u0131r. Bu a\u015famada banka hisselerinde daha dikkatli olmak laz\u0131m. Yani volatilitenin artaca\u011f\u0131 bir d\u00f6neme giriyoruz. Merkez Bankas\u0131 art\u0131k mecburen en az 50 baz puanl\u0131k bir indirime daha gitmek zorunda kalacakt\u0131r. Buna gerek\u00e7e olarak da k\u00fcresel \u00e7apta faiz d\u00fc\u015f\u00fc\u015fleri bir sebep olarak kullan\u0131labilir. Fakat bu ad\u0131mlar kredi notu \u00fczerinde ciddi bask\u0131lar yaratabilir. Fitch bile en son faiz indiriminden sonra bunun sinyallerini verdi\u011fi i\u00e7in, se\u00e7imler sonras\u0131nda piyasalarda olu\u015fan bahar havas\u0131 art\u0131k yava\u015f yava\u015f so\u011fumaya ba\u015flayabilecektir. \u00a0 Bug\u00fcn ABD&#8217;nin 1. \u00e7eyrek b\u00fcy\u00fcme verisi a\u00e7\u0131klanacak. Y\u00fczde 0.5 d\u00fc\u015f\u00fc\u015f bekleniyor. Daha \u00f6nce a\u00e7\u0131klanan rakam binde 1 art\u0131\u015f \u015feklindeydi. ABD&#8217;de b\u00fcy\u00fcme negatif gelirse, faiz art\u0131r\u0131m\u0131 tarihinin \u00f6telenmi\u015f olaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fclece\u011finden k\u0131sa vadede hala piyasam\u0131z a\u00e7\u0131s\u0131ndan olumlu etki yaratabilir. Gelecek hafta da AMB&#8217;n\u0131n kararlar\u0131 piyasan\u0131n en az\u0131ndan bir s\u00fcre daha g\u00fc\u00e7l\u00fc g\u00f6r\u00fcnmesini sa\u011flayabilir. Fakat yat\u0131r\u0131mc\u0131lar bundan sonraki y\u00fckseli\u015fleri temkinli kar\u015f\u0131lamal\u0131d\u0131rlar. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00d6nceki g\u00fcn say\u0131n Ba\u015fabakan&#8217;\u0131n Merkez Bankas\u0131&#8217;n\u0131n su\u00e7layan a\u00e7\u0131klamalar\u0131yla sert gerileyen BIST-100 endeksi d\u00fcn say\u0131n Mehmet \u015eim\u015fek&#8217;in a\u00e7\u0131klamalar\u0131yla&#8230; \u00d6nceki g\u00fcn say\u0131n Ba\u015fabakan&#8217;\u0131n Merkez Bankas\u0131&#8217;n\u0131n su\u00e7layan a\u00e7\u0131klamalar\u0131yla&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-33812","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\/33812","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=33812"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33812\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}