{"id":35075,"date":"2014-08-05T08:46:45","date_gmt":"2014-08-05T05:46:45","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35075"},"modified":"2014-08-05T08:50:43","modified_gmt":"2014-08-05T05:50:43","slug":"enflasyon-faiz-ve-borsa","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/enflasyon-faiz-ve-borsa\/","title":{"rendered":"Enflasyon, Faiz ve Borsa"},"content":{"rendered":"<p><em><strong>D\u00fcn enflasyon verisi \u00f6ncesinde \u00a0g\u00fcne art\u0131\u015fla ba\u015flayan endeks enflasyon verisi sonras\u0131nda sert bir geri \u00e7ekilme yapt\u0131 ve seans sonuna do\u011fru kapan\u0131\u015f i\u015flemlerinde&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2265154085\"><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-35077\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-5-agustos-b.png\" alt=\"bist-100-5-agustos-b\" width=\"510\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-5-agustos-b.png 510w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-5-agustos-b-300x186.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/p>\n<p>Yukar\u0131daki grafik borsan\u0131n 60 dak. hareketlerini g\u00f6steriyor. D\u00fcn enflasyon verisi \u00f6ncesinde \u00a0g\u00fcne art\u0131\u015fla ba\u015flayan endeks enflasyon verisi sonras\u0131nda sert bir geri \u00e7ekilme yapt\u0131 ve seans sonuna do\u011fru kapan\u0131\u015f i\u015flemlerinde endeks 82 bin seviyesinin alt\u0131nda kapand\u0131 . T\u00dcFE ayl\u0131k bazda y\u00fczde 0.45 artarak, beklentilerin \u00e7ok \u00fczerine \u00e7\u0131kt\u0131. Bu arada g\u00f6sterge tahvil faizi de y\u00fczde 9.32 seviyesine kadar y\u00fckseldi. Bu hafta ihaleler var ve faiz biraz da bu y\u00fczden sert bir y\u00fckseli\u015f yapt\u0131. \u0130halelerde hazinenin hangi faize raz\u0131 olaca\u011f\u0131 \u00f6nemli olacakt\u0131r.<\/p>\n<p>Bu sabah itibariyle, ABD borsalar\u0131n\u0131n d\u00fcn y\u00fckseli\u015fle kapanm\u0131\u015f olmas\u0131 olumlu olarak alg\u0131lanacakt\u0131r. ABD&#8217;deki d\u00fc\u015f\u00fc\u015f\u00fcn bitti\u011fine ve daha fazla d\u00fc\u015f\u00fc\u015f olmayaca\u011f\u0131na dair JP Morgan analiz verdi. Fakat bu konuda o kadar emin de\u011filim. ABD endeksleri (Dow ve S&amp;P) hala teknik a\u00e7\u0131dan iyi g\u00f6r\u00fcnm\u00fcyor. Ayr\u0131ca d\u00fcn dow&#8217;la beraber toparlayan Almanya&#8217;n\u0131n DAX endeksi de d\u00fc\u015f\u00fc\u015fle kapand\u0131. Bu sabah ABD vadelileri y\u00fczde 0.13 civar\u0131nda a\u015fa\u011f\u0131da bulunuyor. Asya cephesinde Hindistan hari\u00e7, di\u011fer borsalarda geri \u00e7ekilme var. BIST-100 endeksinin teknik\u00a0dinamiklerine bakt\u0131\u011f\u0131m\u0131zda ise, d\u00fcn son saatteki sat\u0131\u015f bask\u0131s\u0131 ve TKE g\u00f6stergesinin, son y\u00fckseli\u015f denemesinde 60 seviyesinin \u00fczerine \u00e7\u0131kamam\u0131\u015f olmas\u0131 iyiye i\u015faret de\u011fil. Bug\u00fcn 83 bin seviyesi yine g\u00fc\u00e7l\u00fc diren\u00e7 olmaya adayd\u0131r. MB&#8217;dan bu ay faiz indirimi beklenmiyor. En az\u0131ndan bankalar\u0131n ve arac\u0131 kurumlar\u0131n hazine yetkililerine g\u00f6re en iyimser tahmin en fazla 25 baz puan indirim olabilece\u011fi ama bunun da alt\u0131n\u0131 doldurman\u0131n zor olaca\u011f\u0131 y\u00f6n\u00fcnde. Dolay\u0131s\u0131yla \u015fu anki hava \u015fartlar\u0131na bakt\u0131\u011f\u0131m\u0131zda endeksin g\u00fc\u00e7l\u00fc ve sa\u011fl\u0131kl\u0131 bir y\u00fckseli\u015f sergilemesi olas\u0131l\u0131\u011f\u0131 zay\u0131ft\u0131r. Yine de, d\u00fcn dow&#8217;daki art\u0131\u015f belki a\u00e7\u0131l\u0131\u015fta yine y\u00fckseli\u015fle ba\u015flamam\u0131za neden olabilir ama endeksin yukar\u0131 gitmek isteyen fakat, bu konuda bocalama g\u00f6steren bir g\u00f6r\u00fcnt\u00fc \u00e7izmesini bekleyebiliriz. 81 bin alt\u0131ndaki her kapan\u0131\u015f, endeksi 79-80 bin aral\u0131\u011f\u0131na kadar \u00e7ekebilece\u011fi i\u00e7in al\u0131m yaparken ka\u011f\u0131tlarda se\u00e7ici olmakta fayda var. Bug\u00fcn endeks i\u00e7in bekledi\u011fim dalgalanma band\u0131n\u0131 81.500-82.750 olarak verebilirim. Hangi tarafa do\u011fru k\u0131r\u0131lma olursa o y\u00f6nde hareket sertle\u015febilir. \u00a0Cuma g\u00fcn\u00fc Moodys&#8217;in a\u00e7\u0131klamalar\u0131 riskini piyasa sat\u0131n almak istemeyebilir. Dolay\u0131s\u0131yla y\u00fckseli\u015f denemeleri ge\u00e7ici saman alevi \u015feklinde kalabilir. \u00a0DOw ve S&amp;P endekslerinin bug\u00fcnk\u00fc hareketleri \u00f6nemli olacakt\u0131r. Yeni bir d\u00fc\u015f\u00fc\u015f dalgas\u0131 bizim piyasalar\u0131 da olumsuz etkiler. Yabanc\u0131 takas\u0131nda ge\u00e7en hafta per\u015fembe ve cuma g\u00fcn\u00fc azal\u0131\u015f olmas\u0131 da dikkat \u00e7ekici ama azal\u0131\u015f miktar\u0131 \u00e7ok y\u00fcksek de\u011fil. ABD endekslerinde yukar\u0131 d\u00f6n\u00fc\u015f ba\u015flad\u0131 diyebilmek i\u00e7in, dow endeksinin 16.750 \u00fczerinde kapan\u0131\u015f yapmas\u0131 gerekiyor. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn enflasyon verisi \u00f6ncesinde \u00a0g\u00fcne art\u0131\u015fla ba\u015flayan endeks enflasyon verisi sonras\u0131nda sert bir geri \u00e7ekilme yapt\u0131 ve seans sonuna do\u011fru kapan\u0131\u015f i\u015flemlerinde&#8230; Yukar\u0131daki grafik borsan\u0131n&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":[769,715],"class_list":["post-35075","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35075","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=35075"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35075\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35075"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35075"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}