{"id":34320,"date":"2014-06-19T08:33:29","date_gmt":"2014-06-19T05:33:29","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=34320"},"modified":"2014-06-19T08:42:55","modified_gmt":"2014-06-19T05:42:55","slug":"yellen-hiiiic-korkmayin-dedi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/yellen-hiiiic-korkmayin-dedi\/","title":{"rendered":"Yellen &#8220;Hiiii\u00e7 Korkmay\u0131n&#8221; Dedi"},"content":{"rendered":"<p><em><strong>D\u00fcn ak\u015fam FED toplant\u0131s\u0131 bitti, saat 21:00&#8217;de k\u0131sa FED a\u00e7\u0131klamas\u0131 yap\u0131ld\u0131 ve ard\u0131ndan FED ba\u015fkan\u0131 Yellen&#8217;in bas\u0131n toplant\u0131s\u0131 vard\u0131. ABD&#8217;deki b\u00fcy\u00fcme hedefinin&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-397176436\"><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-19-haziran-2014.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-34321\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-19-haziran-2014.png\" alt=\"endeks-19-haziran-2014\" width=\"566\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-19-haziran-2014.png 566w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-19-haziran-2014-300x195.png 300w\" sizes=\"auto, (max-width: 566px) 100vw, 566px\" \/><\/a><\/p>\n<p>D\u00fcn ak\u015fam FED toplant\u0131s\u0131 bitti, saat 21:00&#8217;de k\u0131sa FED a\u00e7\u0131klamas\u0131 yap\u0131ld\u0131 ve ard\u0131ndan FED ba\u015fkan\u0131 Yellen&#8217;in bas\u0131n toplant\u0131s\u0131 vard\u0131. ABD&#8217;deki b\u00fcy\u00fcme hedefinin 2014 y\u0131l\u0131 i\u00e7in y\u00fczde 2.8-3.0 aral\u0131\u011f\u0131ndan \u00a0y\u00fczde 2.1-2.3 aral\u0131\u011f\u0131na \u00a0\u00e7ekilmesi ve Yellen&#8217;\u0130n enflasyonu \u015fu an i\u00e7in bir sorun olarak g\u00f6rm\u00fcyor olmas\u0131 piyasalar i\u00e7in co\u015fku yaratacak haberlerdi. Ayl\u0131k bazda tahvil al\u0131m program\u0131nda 45 milyar dolarl\u0131k toplam miktar 35 milyar dolara indirildi. Bu ay 15 milyar dolar azalt\u0131m olmas\u0131n\u0131 bekleyenler de vard\u0131. Bu da iyi bir haberdi. Yellen&#8217;e g\u00f6re ABD ekonomisinin hala FED&#8217;in deste\u011fine ihtiyac\u0131 var ve uzunca bir s\u00fcre daha faizler tarihi d\u00fc\u015f\u00fck seviyelerde kalmaya devam edecek. Yellen enflasyon i\u00e7in &#8220;noisy&#8221; kelimesini kulland\u0131. Yani enflasyon verilerinin bazen y\u00fcksek bazen d\u00fc\u015f\u00fck gelebilece\u011fi anlam\u0131 \u00e7\u0131kar\u0131labilir. \u015eu an FED son a\u00e7\u0131klanan ve ayl\u0131k bazda y\u00fczde 0.4&#8217;e yakla\u015fan enflasyonu bir tehdit olarak g\u00f6rm\u00fcyor ve daha \u00f6nce verilen iki \u00f6nemli parametre (i\u015fsizlik ve enflasyon) yerine gerekirse daha fazla ba\u015fka fakt\u00f6rlere de bak\u0131larak faiz art\u0131r\u0131m karar\u0131 verilecek. Bu y\u00fczden mesaj net. Sadece enflasyon ve i\u015fsizli\u011fe odaklanmay\u0131n, faiz karar\u0131 i\u00e7in, ekonominin genel olarak iyi bir ivme ile g\u00fc\u00e7lenmeye ba\u015flad\u0131\u011f\u0131na bak\u0131n anlam\u0131 \u00e7\u0131kar\u0131labilir.<\/p>\n<p>FED karar\u0131 ve a\u00e7\u0131klamalar\u0131 sonras\u0131nda ABD borsa endeksleri \u00f6nemli oranda y\u00fckseli\u015fler yapt\u0131. Dow y\u00fczde 0.58, S&amp;P500 endeksi de y\u00fczde 0.72 artarken, bu sabah vadeli endeksler de y\u00fczde 0.04 art\u0131da bulunuyor. Benzer co\u015fku Asya cephesinde de var. \u00c7in hari\u00e7 di\u011fer Asya borsalar\u0131 art\u0131dalar. Bug\u00fcn bizim borsam\u0131zda da a\u00e7\u0131l\u0131\u015fta en az\u0131ndan 500-700 puan yukar\u0131dan a\u00e7\u0131l\u0131\u015f olabilir. D\u00fcn genel olarak piyasan\u0131n FED karar\u0131n\u0131 bekleyece\u011fini ve \u00a0yatay bir seyir olmas\u0131n\u0131 bekliyorduk ve \u00f6yle de oldu. Bug\u00fcnk\u00fc a\u00e7\u0131l\u0131\u015f sonras\u0131nda endeks 79 bini yukar\u0131 zorlamaya \u00e7al\u0131\u015facakt\u0131r. Irak ve I\u015e\u0130D olay\u0131 sonras\u0131nda endeks 77.500 seviyesinde destek olu\u015fturmu\u015ftu. Bu destek bug\u00fcn de ge\u00e7erlidir. D\u00fcn 78 bin alt\u0131nda kapatmamas\u0131, yukar\u0131 y\u00f6nl\u00fc hareket iste\u011fini de g\u00f6steriyor. \u00a0Bug\u00fcn i\u00e7in, deste\u011fin 78.500 olmas\u0131n\u0131 bekleyebiliriz. Elbetteki Irak konusunda ve al\u0131konulan T\u00fcrk vatanda\u015flar\u0131n\u0131n serbest b\u0131rak\u0131lmas\u0131na ili\u015fkin geli\u015fmeler borsada yine dalgal\u0131 hareketlere sebep olur. FED karar\u0131 riski de ortadan kalkt\u0131\u011f\u0131 i\u00e7in borsam\u0131z yukar\u0131 gitmek isteyecektir. Irak ve I\u015e\u0130D&#8217;den ters bir haber gelmedik\u00e7e piyasalar\u0131n olumlu olmas\u0131n\u0131 bekleyebiliriz. Bu sabah dolar\/TL kuru 2.1260 seviyesine kadar gerilemi\u015f durumda. Bu durum, piyasa \u00fczerindeki stresin ne kadar azald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. D\u00fcn bir ara 2.15 seviyesinin \u00fczerini g\u00f6ren dolar kuru \u015fu an sert bir gerileme yapm\u0131\u015f durumda.<\/p>\n<p>24 Haziran&#8217;da Merkez Bankam\u0131z\u0131n (MB) yapaca\u011f\u0131 PPK (para politikas\u0131 kurulu) toplant\u0131s\u0131nda ne kadar faiz indirimi yapabilece\u011fi de bu a\u015famada piyasalar\u0131n y\u00f6n\u00fcn\u00fc belirleyecek \u00f6nemli bir beklentidir. FED&#8217;in yukar\u0131daki mesajlar\u0131 vermi\u015f olmas\u0131, MB&#8217;n\u0131n elini rahatlatacakt\u0131r. Dolay\u0131s\u0131yla \u00e7ok ters ba\u015fka geli\u015fme olmazsa 100 baz puanl\u0131k indirim beklenebilir. Piyasalar\u0131n y\u00f6n\u00fcn\u00fcn yukar\u0131 olmas\u0131n\u0131 sa\u011flayacak hikaye budur ve bu beklenti nedeniyle endekste son bir haftad\u0131r ortaya \u00e7\u0131kan olumsuz seyrin olumluya d\u00f6nece\u011fini s\u00f6yleyebiliriz. Yine de g\u00f6z\u00fcm\u00fcz, kula\u011f\u0131m\u0131z Irak ve I\u015e\u0130D&#8217;de olmaya devam edecek. O cepheden yeni stres olu\u015fturacak haberler gelmezse piyasalar olumlu bir seyir izleyebilir.<\/p>\n<p><strong>NOT<\/strong>: BU ak\u015fam saat 20:30&#8217;da &#8220;Yat\u0131r\u0131mc\u0131 Psikolojisi e\u011fitimim var. Kay\u0131t i\u00e7in link a\u015fa\u011f\u0131daki \u015fekildedir.\u00a0<br style=\"color: #000000;\" \/><a style=\"color: #0077dd;\" href=\"https:\/\/www1.gotomeeting.com\/register\/956091729\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">https:\/\/www1.gotomeeting.com\/register\/956091729<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn ak\u015fam FED toplant\u0131s\u0131 bitti, saat 21:00&#8217;de k\u0131sa FED a\u00e7\u0131klamas\u0131 yap\u0131ld\u0131 ve ard\u0131ndan FED ba\u015fkan\u0131 Yellen&#8217;in bas\u0131n toplant\u0131s\u0131 vard\u0131. ABD&#8217;deki b\u00fcy\u00fcme hedefinin&#8230; D\u00fcn ak\u015fam FED&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-34320","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\/34320","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=34320"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/34320\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=34320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=34320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=34320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}