{"id":33930,"date":"2014-06-04T08:38:36","date_gmt":"2014-06-04T05:38:36","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33930"},"modified":"2014-06-04T08:49:18","modified_gmt":"2014-06-04T05:49:18","slug":"seans-oncesi-borsa-yorumu-4","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-4\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Piyasalar Beklemede"},"content":{"rendered":"<p><em><strong>D\u00fcn enflasyon oranlar\u0131 y\u00fczde 0.70 beklenirken, 0.40 gelince piyasalara moral dopingi oldu, fakat \u00f6\u011fleden sonra Ba\u015fbakan Erdo\u011fan&#8217;dan gelen a\u00e7\u0131klamalar&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2112719146\"><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><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-4-haziran-2014.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33931\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-4-haziran-2014.png\" alt=\"endeks-4-haziran-2014\" width=\"558\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-4-haziran-2014.png 558w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-4-haziran-2014-300x197.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/a><\/p>\n<p>D\u00fcn enflasyon oranlar\u0131 y\u00fczde 0.70 beklenirken, 0.40 gelince piyasalara moral dopingi oldu, fakat \u00f6\u011fleden sonra Ba\u015fbakan Erdo\u011fan&#8217;dan gelen a\u00e7\u0131klamalar yeniden sat\u0131\u015f bask\u0131s\u0131n\u0131n artmas\u0131na neden oldu. Ba\u015fbakan Erdo\u011fan &#8220;<strong style=\"color: #1d1d1d;\">&#8220;Merkez Bankas\u0131 Ba\u015fkan\u0131 Erdem Ba\u015f\u00e7\u0131&#8217;n\u0131n Bakanlar Kurulu&#8217;na yapt\u0131\u011f\u0131 sunum rutin bir \u00e7al\u0131\u015fma. Faiz noktas\u0131ndaki yakla\u015f\u0131mlar\u0131n\u0131 asla olumlu bulmuyorum. O yakla\u015f\u0131m\u0131 kabul etmiyorum. &#8221; <\/strong>dedi. \u00a0Asl\u0131nda piyasalar\u0131n da sanki rotas\u0131 \u015fa\u015fm\u0131\u015f durumda. \u00d6nceki g\u00fcn, Merkez Bankas\u0131 Ba\u015fkan\u0131 Erdem Ba\u015f\u00e7\u0131, s\u0131k\u0131 para politikas\u0131 duru\u015funun devam edece\u011fi sinyalini verince piyasalar &#8220;Eyvah faizler pek \u00f6yle bekledi\u011fimiz oranda inmeyebilir&#8221; diyerek sat\u0131\u015fa ge\u00e7mi\u015fti. D\u00fcn Ba\u015fbakan Erdo\u011fan&#8217;\u0131n s\u00f6ylemi bilakis faizlerin h\u0131zl\u0131 indirilmesi y\u00f6n\u00fcnde olup bu konuda Merkez Bankas\u0131&#8217;na bask\u0131 yap\u0131laca\u011f\u0131 y\u00f6n\u00fcndeydi. Normalde faizler d\u00fc\u015fmeyecek diye sat\u0131\u015fa ge\u00e7en piyasan\u0131n, d\u00fcnk\u00fc a\u00e7\u0131klamalardan sonra &#8220;ne olursa olsun faizler en az 100 baz puan iner&#8221; diyerek al\u0131ma ge\u00e7meliydi. \u00a0Ama d\u00fcnk\u00fc sat\u0131\u015f Merkez Bankas\u0131&#8217;n\u0131n \u00f6zerkli\u011fi konusundaki endi\u015felerden kaynakland\u0131. Bu geli\u015fmeleri nas\u0131l yorumlamak gerekir?<\/p>\n<p>G\u00f6r\u00fcnen o ki piyasa art\u0131k da\u011f\u0131t\u0131m d\u00f6nemine girmi\u015ftir. Bu a\u015famadan sonra, son 2 ayd\u0131r g\u00f6rd\u00fc\u011f\u00fcm\u00fcz g\u00fc\u00e7l\u00fc y\u00fckseli\u015f trendinin devam\u0131 daha zordur. Bunu daha \u00f6nceki yorumlar\u0131m\u0131zda vermi\u015ftik. Piyasa her haberi kendi pozisyonuna g\u00f6re yorumlayarak, satmak isterse sat\u0131yor, almak isterse al\u0131yor. Yar\u0131n yap\u0131lacak Avrupa Merkez Bankas\u0131 (AMB) toplant\u0131s\u0131 \u015fu an en \u00f6nemli g\u00fcndem maddesi olup, bu toplant\u0131 \u00f6ncesinde veya sonras\u0131nda k\u00e2r sat\u0131\u015flar\u0131 g\u00f6rebiliriz. \u00c7\u00fcnk\u00fc AMB&#8217;n\u0131n faiz indirimi beklentileri fiyatlarda var. Buna ek olarak tahvil al\u0131m program\u0131, LTRO ya da negatif faiz gibi di\u011fer konularda da ad\u0131m atarsa borsam\u0131z \u00fczerinde yine yukar\u0131 y\u00f6nl\u00fc hareket yarat\u0131r fakat, bu yukar\u0131 hareketlerin k\u00e2r sat\u0131\u015f\u0131 i\u00e7in f\u0131rsat olarak kullan\u0131lmas\u0131 olas\u0131l\u0131\u011f\u0131 da y\u00fcksektir. Hen\u00fcz Merkez Bankam\u0131z\u0131n Haziran toplant\u0131s\u0131na iki haftadan daha uzun bir s\u00fcre var. Bu s\u00fcre i\u00e7inde piyasa geri \u00e7ekilme yaparak, \u00a0Merkez Bankam\u0131z\u0131n PPK toplant\u0131s\u0131 \u00f6ncesinde yeniden faiz indirimi beklentilerini sat\u0131n almaya ba\u015flayabilir. Bu y\u00fczden yukar\u0131 y\u00f6nl\u00fc hareketlerde 80.500 seviyesi art\u0131k \u00e7ok g\u00fc\u00e7l\u00fc bir diren\u00e7tir ve MB&#8217;n\u0131n \u00a0PPK toplant\u0131s\u0131na kadar yukar\u0131 ge\u00e7ilmesi olas\u0131l\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fck g\u00f6r\u00fcyoruz.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda ABD endekslerinde d\u00fcn \u00e7ok hafif geri \u00e7ekilmeler oldu ve ABD vadeli endeksleri y\u00fczde 0.12 civar\u0131nda a\u015fa\u011f\u0131da bulunuyor. Asya cephesinde ise yine \u00e7ok olumlu bir hava var. \u00c7in d\u00fcne g\u00f6re y\u00fczde 0.04 a\u015fa\u011f\u0131da ama Japonya y\u00fczde 0.66, Hong Kong y\u00fczde 1.20, G. Kore y\u00fczde 0.33 ve Hindistan y\u00fczde 0.70 yukar\u0131da bulunuyor. BIST-100 endeksi d\u00fcn 78.784 seviyesinden kapand\u0131. Bug\u00fcnk\u00fc direnci 79.600 civar\u0131nda olup, bu seviyeyi yukar\u0131 ge\u00e7mesini beklemiyoruz. A\u00e7\u0131l\u0131\u015fta yukar\u0131 y\u00f6nl\u00fc hareket olursa\u00a0daha sonraki s\u00fcre i\u00e7inde a\u015fa\u011f\u0131 e\u011fimli bir seyir izleyebiliriz. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n<p><strong>NOT<\/strong>: Moodys taraf\u0131ndan T\u00fcrk bankalar\u0131n\u0131n notunun indirildi\u011fi haberi var. Moodys sitesinde bulamad\u0131m ve teyit edemedim ama bloomberg&#8217;ten ge\u00e7ti. BU haber nedeniyle a\u00e7\u0131l\u0131\u015fta sat\u0131\u015flarla ba\u015flar\u0131z, endeks 300-500 puan a\u015fa\u011f\u0131dan a\u00e7\u0131labilir. Sonras\u0131nda ise zay\u0131f bir toparlanma g\u00f6r\u00fcr\u00fcz. 78 bin a\u015fa\u011f\u0131 ge\u00e7ilirse 77.000-77.500 aral\u0131\u011f\u0131na \u00a0kadar geri \u00e7ekilme olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn enflasyon oranlar\u0131 y\u00fczde 0.70 beklenirken, 0.40 gelince piyasalara moral dopingi oldu, fakat \u00f6\u011fleden sonra Ba\u015fbakan Erdo\u011fan&#8217;dan gelen a\u00e7\u0131klamalar&#8230; D\u00fcn enflasyon oranlar\u0131 y\u00fczde 0.70 beklenirken,&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-33930","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\/33930","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=33930"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33930\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}