{"id":3550,"date":"2011-08-03T09:30:36","date_gmt":"2011-08-03T06:30:36","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=3550"},"modified":"2011-08-05T23:46:35","modified_gmt":"2011-08-05T20:46:35","slug":"abd-borc-limitini-arttirirken-sorunlarini-da-arttiriyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/abd-borc-limitini-arttirirken-sorunlarini-da-arttiriyor\/","title":{"rendered":"ABD bor\u00e7 limitini artt\u0131r\u0131rken sorunlar\u0131n\u0131 da artt\u0131r\u0131yor!"},"content":{"rendered":"<p>Nihayet ABD\u2019de Demokratlar\u2019la, Cumhuriyet\u00e7iler anla\u015fabildiler. Amerikan Hazinesi\u2019nin bor\u00e7lanma limiti 2.1 trilyon\u00a0<span><strong>dolar<\/strong><\/span>\u00a0artt\u0131r\u0131ld\u0131. Bir k\u0131sm\u0131 acil, bir k\u0131sm\u0131 da Kas\u0131m ay\u0131 sonunda belirlenecek bir \u201cmen\u00fc\u201d uyar\u0131nca e\u015f miktarda tasarrufa gidilecek.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1679747256\"><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>E\u011fer ABD bor\u00e7lanma limiti artmasayd\u0131 bir yandan ABD Hazinesi temerr\u00fcde d\u00fc\u015fecek (default edecek) di\u011fer yandan ABD\u2019nin kredi notu d\u00fc\u015fecekti. Bu da beraberinde hi\u00e7 kimsenin tahayy\u00fcl dahi etmek istemedi\u011fi sorunlar\u0131 beraberinde getirecekti. Bir yandan CDS\u2019ler\u00a0<span><strong>ve<\/strong><\/span>\u00a0t\u00fcrev piyasalar\u0131, di\u011fer yandan artan bor\u00e7lanma maliyeti derken i\u015fler iyiden iyiye kar\u0131\u015facakt\u0131.<\/p>\n<p>Haftan\u0131n ilk g\u00fcn\u00fcnde ABD\u2019den gelen \u201ciyi haberle\u201d a\u00e7\u0131lan varl\u0131k piyasalar\u0131ndaki olumlu hava, g\u00fcn\u00fcn devam\u0131nda ABD ekonomisine dair gelen verilerle bir anda bulutland\u0131. Zira bor\u00e7lanma limitinin artmas\u0131 reel ekonominin sorunlar\u0131n\u0131 k\u0131sa vadede \u00e7\u00f6zmeye ne yaz\u0131k\u00a0<span><strong>ki<\/strong><\/span>\u00a0yetmiyor! ABD ekonomisi onca Bedava Para Paketleri\u2019ne, onca bor\u00e7lanmaya ve \u201cdeste\u011fe\u201d ra\u011fmen bir t\u00fcrl\u00fc istenen seviyeye ula\u015fam\u0131yor! Pazartesi g\u00fcn\u00fc a\u00e7\u0131klanan ISM verileri de bunu bir kez daha ortaya koyuyor!<\/p>\n<p>&#8211; ISM imalat sekt\u00f6r\u00fc PMI endeksi Temmuz\u2019da 54.6 beklenirken ger\u00e7ekle\u015fme 50.9 olmu\u015f. Haziran\u2019da 55.3 imi\u015f.<\/p>\n<p>&#8211; \u00d6denmi\u015f fiyatlar endeksi de 64.5 beklenirken 59 ger\u00e7ekle\u015fmi\u015f Haziran 68 imi\u015f.<\/p>\n<p>&#8211; \u00dcretim endeksi Haziran\u2019da 54.5 iken, Temmuz\u2019da 52.3\u2019e gerilemi\u015f.<\/p>\n<p>&#8211; \u0130stihdam endeksi Haziran\u2019da 59.9 iken, Temmuz\u2019da 53.5\u2019e gerilemi\u015f&#8230;<\/p>\n<p>Uzatmayal\u0131m, veriler ekonomik toparlanmay\u0131 hi\u00e7 de destekler gelmedi. Belki de tek olumlu veri hi\u00e7 artmas\u0131 beklenmeyen\u00a0<span><strong>in\u015faat<\/strong><\/span>\u00a0harcamalar\u0131n\u0131n y\u00fczde 0.2 artmas\u0131yd\u0131&#8230;<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2047920417\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\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><strong>ABD\u2008harcayamayacak<\/strong><\/p>\n<p>Hal b\u00f6yle olunca da hisse senedi piyasalar\u0131 limit meselesinden ge\u00e7ip, ger\u00e7ekle y\u00fcz y\u00fcze geldi! ABD hisse senedi endeksleri teknik a\u00e7\u0131dan \u00f6nemli olan 200 g\u00fcnl\u00fck Hareketli Ortalamalara (HO) kadar geriledi. G\u00f6r\u00fcnen o ki \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde S&amp;P 500 i\u00e7in 1.285\u2019ten, Dow Jones i\u00e7in 12.000\u2019den (d\u00fcz) ge\u00e7en bu teknik seviyelerin alt\u0131na inilecek!<\/p>\n<p>Neden derseniz, bor\u00e7 limitinin artt\u0131r\u0131lmas\u0131na kar\u015f\u0131n Obama taraf\u0131ndan taahh\u00fct edilen harcama k\u0131s\u0131nt\u0131lar\u0131 do\u011frudan ABD ekonomisinin daralmas\u0131 anlam\u0131na geliyor! Teknik olarak bak\u0131ld\u0131\u011f\u0131nda ABD bor\u00e7lanacak ama harcayamayacak! Tasarruf edilmesi istenen kalemler g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, ABD bor\u00e7lanma yoluyla elde etti\u011fi kaynaklar\u0131, ekonomiye \u201cdestek sa\u011flamak\u201d i\u00e7in harcamakta zorlanacak. \u0130\u015fin bir de bo\u00e7luluk oran\u0131 meselesi var! Bor\u00e7lar artt\u0131k\u00e7a, bor\u00e7lar\u0131n \u201cb\u00fcy\u00fcmeyen (!)\u201d gayri safi milli has\u0131laya oran\u0131 y\u00fckselecek! Not \u015firketlerinin de dem vurduklar\u0131 sorun tam da bu konu de\u011fil mi?<\/p>\n<p>H\u00fcl\u00e2sas\u0131 ABD\u2019nin artan bor\u00e7 limiti, ABD i\u00e7in hayat\u0131 kolayla\u015ft\u0131rmaktan \u00e7ok zorla\u015ft\u0131raca\u011fa benziyor! Son iki g\u00fcnde fiyatlanmaya ba\u015flayan da bu alg\u0131lama. D\u0131\u015far\u0131da bunlar olurken, bizim piyalar\u0131m\u0131z\u0131n da olumsuz etkilemesi bir a\u00e7\u0131dan \u201cdo\u011fal\u201d.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-196513943\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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>\u0130MKB\u2019de \u201cistifa krizinin\u201d yapamad\u0131\u011f\u0131n\u0131 ABD\u2019deki limit ve sonras\u0131ndaki ekonomik veriler yapt\u0131. Amerikan borsalar\u0131nda 200 g\u00fcnl\u00fck HO\u2019lar a\u015fa\u011f\u0131 k\u0131r\u0131lacak olur ise d\u00fc\u015f\u00fc\u015f hareketleri daha da h\u0131zlanacak, bunun bize etkisi de ister istemez olumsuz olacakt\u0131r!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nihayet ABD\u2019de Demokratlar\u2019la, Cumhuriyet\u00e7iler anla\u015fabildiler. Amerikan Hazinesi\u2019nin bor\u00e7lanma limiti 2.1 trilyon\u00a0dolar\u00a0artt\u0131r\u0131ld\u0131. Bir k\u0131sm\u0131 acil, bir k\u0131sm\u0131 da Kas\u0131m ay\u0131 sonunda belirlenecek bir \u201cmen\u00fc\u201d uyar\u0131nca e\u015f&hellip;<\/p>\n","protected":false},"author":19,"featured_media":910,"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":[],"class_list":["post-3550","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/3550","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\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=3550"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/3550\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/910"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=3550"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=3550"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=3550"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}