{"id":34489,"date":"2014-06-30T08:49:57","date_gmt":"2014-06-30T05:49:57","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=34489"},"modified":"2014-06-30T10:13:23","modified_gmt":"2014-06-30T07:13:23","slug":"haftaya-baslarken-piyasalar-2","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/haftaya-baslarken-piyasalar-2\/","title":{"rendered":"Haftaya Ba\u015flarken Piyasalar"},"content":{"rendered":"<p><em><strong>Ge\u00e7en hafta y\u00fczde 0.09 de\u011fer art\u0131\u015f\u0131yla kapanan BIST-100 endeksi 77.500 ile 80 bin aral\u0131\u011f\u0131nda s\u0131k\u0131\u015ft\u0131 ve y\u00f6n bulmakta zorland\u0131. Bu haftaya ba\u015flarken g\u00fcndemde piyasalar\u0131 ciddi&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-102731020\"><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-34490\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-30-haziran-2014.png\" alt=\"endeks-30-haziran-2014\" width=\"504\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-30-haziran-2014.png 504w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/endeks-30-haziran-2014-300x188.png 300w\" sizes=\"auto, (max-width: 504px) 100vw, 504px\" \/><\/p>\n<p>Ge\u00e7en hafta y\u00fczde 0.09 de\u011fer art\u0131\u015f\u0131yla kapanan BIST-100 endeksi 77.500 ile 80 bin aral\u0131\u011f\u0131nda s\u0131k\u0131\u015ft\u0131 ve y\u00f6n bulmakta zorland\u0131. Bu haftaya ba\u015flarken g\u00fcndemde piyasalar\u0131 ciddi bi\u00e7imde etkileyecek bir geli\u015fme bulunmuyor. DOlay\u0131s\u0131yla g\u00f6zler d\u0131\u015f piyasalarda ve d\u0131\u015far\u0131nda gelecek haber ve verilerde olacak. \u0130\u00e7eride de en \u00f6nemli verisi enflasyon verisi olup, \u00a0Haziran ay\u0131nda d\u00fc\u015f\u00fc\u015f bekleniyor.<\/p>\n<p>T\u00fcrkiye&#8217;nin\u00a0i\u00e7 ekonomik geli\u015fmelerine bakt\u0131\u011f\u0131m\u0131zda, B\u00fct\u00e7e dengelerinde hafif bozulma olsa da, genelde olumlu bir resim g\u00f6r\u00fcyoruz ve bu cepheden ekonomiye zarar verecek anlaml\u0131 bir geli\u015fme bulunmuyor. Reel kesim, yani \u00fcretim ve kapasite kullan\u0131mlar\u0131 aya\u011f\u0131na bakt\u0131\u011f\u0131m\u0131zda, ekonomi ilk \u00e7eyrekte y\u00fczde 4.3 b\u00fcy\u00fcd\u00fc. T\u00fcketici g\u00fcven endekslerinde sorun g\u00f6r\u00fcnm\u00fcyor ve D\u00fcnya bankas\u0131 T\u00fcrkiye\u2019nin 2014 b\u00fcy\u00fcme tahminini y\u00fczde 2.5\u2019tan y\u00fczde 3.5\u2019a y\u00fckseltti. Finansal piyasalar aya\u011f\u0131na bakt\u0131\u011f\u0131m\u0131zda, kur ve faiz hareketleri \u00f6nemlidir. G\u00f6sterge faiz y\u00fczde 8 ile 8.50 aral\u0131\u011f\u0131nda dalgalan\u0131yor. MB\u2019n\u0131n faiz indirimi sonras\u0131nda ise y\u00fczde 8.20 civar\u0131ndan i\u015flem g\u00f6r\u00fcyor. Kur cephesinde ise dolar\/TL kuru 2.10-2.15 aras\u0131nda dalgalan\u0131yor ve kura bir atak oldu\u011funda, MB\u2019n\u0131n elinde yeterli ara\u00e7 oldu\u011fundan, bu ataklar\u0131 engelleyebilir. Dolay\u0131s\u0131yla finansal piyasalar cephesinde \u015fu an stres birikimi g\u00f6rm\u00fcyoruz. \u00d6demeler Dengesi aya\u011f\u0131na bakt\u0131\u011f\u0131m\u0131zda ise, her ne kadar cari a\u00e7\u0131k geriliyor olsa da, d\u0131\u015f siyasi geli\u015fmeler ve Irak\u2019ta olan olaylar\u0131n hem petrol hem de ihracat\u0131m\u0131z \u00fczerindeki olumsuz etkisi nedeniyle, T\u00fcrkiye\u2019nin k\u0131r\u0131lgan yap\u0131da olan \u00fclkeler aras\u0131nda bulunmaya devam edece\u011fini ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in bunun \u00f6nemli bir soru i\u015fareti oldu\u011funu belirtmeliyiz.<\/p>\n<p>D\u0131\u015f ekonomik geli\u015fmelere bakt\u0131\u011f\u0131m\u0131zda ise, \u015fu an i\u00e7in en rahat oldu\u011fumuz cephe buras\u0131. Hem ABD\u2019den gelen sinyaller hem de Avrupa Merkez Bankas\u0131\u2019n\u0131n verdi\u011fi sinyaller bol para d\u00f6neminin devam edece\u011fini g\u00f6steriyor. Her ne kadar ge\u00e7en hafta St.Louis FED Ba\u015fkan\u0131 James Bullard, 2015\u2019in ilk \u00e7eyre\u011fi i\u00e7inde faiz art\u0131r\u0131lmas\u0131n\u0131 beklerim s\u00f6z\u00fcn\u00fc etse de, kendisinin FED politikalar\u0131nda oy hakk\u0131 yok. Fakat piyasalar\u0131n bu s\u00f6z \u00fczerine verdi\u011fi olumsuz reaksiyona bakarsak, piyasalar faiz art\u0131r\u0131m\u0131 s\u00fcrecinin ne zaman ba\u015flayaca\u011f\u0131 netle\u015fti\u011fi anda, piyasalar\u0131m\u0131z ve ekonomimiz \u00fczerinde \u00e7ok net olumsuz etkilerini g\u00f6r\u00fcr\u00fcz. Fakat k\u0131sa vadede, d\u0131\u015far\u0131dan kaynaklanacak risk olas\u0131l\u0131\u011f\u0131 d\u00fc\u015f\u00fck g\u00f6r\u00fcn\u00fcyor. Sadece ABD borsalar\u0131nda sert bir sat\u0131\u015f dalgas\u0131 bizim piyasalar\u0131m\u0131z\u0131 olumsuz etkileyebilir.<br \/>\n\u0130\u00e7 siyasete bakacak olursa g\u00fcndemde tek madde var. Bu da Cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imleridir. E\u011fer se\u00e7im s\u00fcreci bar\u0131\u015f\u00e7\u0131l ge\u00e7ecek olur ve yeni toplumsal gerginlikler ortaya \u00e7\u0131kmazsa ekonomi ve piyasalar \u00fczerinde olumsuz etkisi olmaz. \u00a0Ba\u015fbakan Erdo\u011fan hafta sonunda yine Merkez Bankas\u0131&#8217;na y\u00fcklendi ve Merkez Bankas\u0131&#8217;n\u0131n yapt\u0131\u011f\u0131n\u0131 zul\u00fcm olarak niteledi. Bu a\u00e7\u0131klamalar piyasa \u00fczerine ne kadar olumsuz etki yarat\u0131r? Bunu tahmin etmek zor.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalar genel olarak olumlu olup, BIST-100 endeksinin de g\u00fcne y\u00fckselerek ba\u015flamas\u0131n\u0131 bekleyebiliriz. Hafta i\u00e7inde, 77.500 alt\u0131nda bir kapan\u0131\u015fa dikkat edilmelidir. E\u011fer 77.500 a\u015fa\u011f\u0131 k\u0131r\u0131l\u0131rsa, \u00a0endeksi 74.500-76.000 aral\u0131\u011f\u0131na kadar \u00e7ekebilir. Tersine 79.500 seviyesinin yukar\u0131 k\u0131r\u0131lmas\u0131 durumunda endeks yeniden 81-82 bin aral\u0131\u011f\u0131n\u0131 hedefleyebilecektir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en hafta y\u00fczde 0.09 de\u011fer art\u0131\u015f\u0131yla kapanan BIST-100 endeksi 77.500 ile 80 bin aral\u0131\u011f\u0131nda s\u0131k\u0131\u015ft\u0131 ve y\u00f6n bulmakta zorland\u0131. Bu haftaya ba\u015flarken g\u00fcndemde piyasalar\u0131 ciddi&#8230;&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-34489","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\/34489","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=34489"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/34489\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=34489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=34489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=34489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}