{"id":35705,"date":"2014-09-11T08:41:55","date_gmt":"2014-09-11T05:41:55","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35705"},"modified":"2014-09-11T09:06:19","modified_gmt":"2014-09-11T06:06:19","slug":"piyasalarin-bugunku-dinamikleri","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalarin-bugunku-dinamikleri\/","title":{"rendered":"Piyasalar\u0131n Bug\u00fcnk\u00fc Dinamikleri"},"content":{"rendered":"<p><em><strong>D\u00fcn borsa 80.080 seviyesinden g\u00fcne ba\u015flad\u0131 ve a\u00e7\u0131l\u0131\u015ftaki hafif y\u00fckseli\u015fin ard\u0131ndan gerileyerek g\u00fcn i\u00e7inde en d\u00fc\u015f\u00fck 78.968 seviyesini g\u00f6rd\u00fc ve 79.550 seviyesinden kapand\u0131. B\u00fcy\u00fcme verisinin beklentilerin alt\u0131nda kalmas\u0131&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2381226008\"><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-35706\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-11-eylul-2014.png\" alt=\"bist-100-11-eylul 2014\" width=\"510\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-11-eylul-2014.png 510w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-11-eylul-2014-300x186.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/p>\n<p>D\u00fcn borsa 80.080 seviyesinden g\u00fcne ba\u015flad\u0131 ve a\u00e7\u0131l\u0131\u015ftaki hafif y\u00fckseli\u015fin ard\u0131ndan gerileyerek g\u00fcn i\u00e7inde en d\u00fc\u015f\u00fck 78.968 seviyesini g\u00f6rd\u00fc ve 79.550 seviyesinden kapand\u0131. B\u00fcy\u00fcme verisinin beklentilerin alt\u0131nda kalmas\u0131 borsadaki sat\u0131\u015flar\u0131 art\u0131rd\u0131. \u0130kinci \u00e7eyrekte ekonomimiz ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 2.1 b\u00fcy\u00fcrken, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 0.5 k\u00fc\u00e7\u00fclme oldu. B\u00fcy\u00fcme hakk\u0131ndaki ayr\u0131nt\u0131l\u0131 g\u00f6r\u00fc\u015flerimi bug\u00fcn gazetesindeki k\u00f6\u015femden okuyabilirsiniz (<a href=\"http:\/\/www.bugun.com.tr\/allah-devletimize-ve-ihracatcimiza-zeval-vermesin-yazisi-1251665\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">buray\u0131 t\u0131klay\u0131n\u0131z<\/a>). \u00a0G\u00f6r\u00fcnen o ki hanehalk\u0131 harcamalar\u0131n\u0131 k\u0131sm\u0131\u015f, kredi b\u00fcy\u00fcmesi oran\u0131n\u0131n d\u00fc\u015fmesi, hanehalk\u0131n\u0131n t\u00fcketim kararlar\u0131n\u0131 olumsuz etkilerken, toptan ve perakende ticaret sekt\u00f6r\u00fc sadece y\u0131ll\u0131k y\u00fczde 0.3 b\u00fcy\u00fcyebilmi\u015f. Devletin harcamalar\u0131 ve ihracat sayesinde b\u00fcy\u00fcmeyi ayakta tutabilmi\u015fiz.<\/p>\n<p>Bug\u00fcn FITCH&#8217;in yapaca\u011f\u0131 toplant\u0131dan \u00e7\u0131kacak mesajlar\u0131n negatif olaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnden, borsa bu beklentiyi d\u00fcn satt\u0131. Aksi halde bin puana yak\u0131n d\u00fc\u015f\u00fc\u015f olmayabilirdi. Her ne kadar piyasa FITCH&#8217;e odaklanm\u0131\u015f olsa da, piyasan\u0131n yap\u0131lacak a\u00e7\u0131klamalara anl\u0131k tepkiler verece\u011fini ama d\u00fcnk\u00fc \u00e7apta bir d\u00fc\u015f\u00fc\u015f yaratamayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Zaten FITCH daha \u00f6nce g\u00f6r\u00fc\u015flerini yer geldik\u00e7e a\u00e7\u0131klam\u0131\u015ft\u0131 ve a\u015fa\u011f\u0131 yukar\u0131 neler s\u00f6yleyebilece\u011fi konusunda piyasan\u0131n bir fikri var. \u00a0Di\u011fer bir konu da bug\u00fcn cari a\u00e7\u0131k verisinin a\u00e7\u0131klanacak olmas\u0131d\u0131r. Ama cari a\u00e7\u0131\u011f\u0131n piyasa \u00fczerinde \u00e7ok b\u00fcy\u00fck bir etki yaratmas\u0131n\u0131 beklemiyorum. D\u00fcn JP Morgan T\u00fcrkiye i\u00e7in tavsiyesini N\u00f6tr&#8217;den AL&#8217;a \u00e7ekti ve Avrupa Merkez Bankas\u0131&#8217;n\u0131n (AMB) kararlar\u0131n\u0131n T\u00fcrkiye i\u00e7in olumlu olaca\u011f\u0131n\u0131 belirtti. T\u00fcrkiye&#8217;nin geli\u015fmekte olan piyasalar (GOP) endeksi betas\u0131n\u0131n y\u00fcksek oldu\u011funu ve yukar\u0131 y\u00f6nl\u00fc bir GOP hareketinde T\u00fcrk borsas\u0131n\u0131n daha iyi performans sa\u011flayaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>T\u00fcm bu geli\u015fmeleri g\u00f6z \u00f6n\u00fcne alarak, bug\u00fcn\u00fc de\u011ferlendirecek olursak, olumsuz beklentilerin bir\u00e7o\u011funun fiyatlara girdi\u011fini g\u00f6r\u00fcyoruz. Hafta ba\u015f\u0131ndan bu yana endeks 82.500 civar\u0131ndan 79 binin alt\u0131na kadar geldi ve y\u00fczde 3.21 de\u011fer kaybetti. K\u0131sa s\u00fcrede y\u00fcksek bir de\u011fer kayb\u0131d\u0131r. Bug\u00fcn d\u00fc\u015f\u00fc\u015f\u00fcn devam edebilmesi i\u00e7in yat\u0131r\u0131mc\u0131lar\u0131n bu d\u00fc\u015f\u00fc\u015ften sonra bile satmaya raz\u0131 olmalar\u0131 gerekiyor. D\u00fcn sat\u0131\u015f bask\u0131s\u0131 ivmesi teknik olarak zay\u0131flam\u0131\u015ft\u0131. FITCH ve Cari a\u00e7\u0131k konusundaki beklentiler de fiyatlara girdi\u011fi i\u00e7in, beklenmedik ba\u015fka negatif geli\u015fmeler olmad\u0131\u011f\u0131 s\u00fcrece borsan\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketleri c\u0131l\u0131z kalabilir. D\u00fcn seans i\u00e7i grafiklerde ikili dip yapan endeksin bu formasyonu 80.500 civar\u0131na kadar bir tepkinin olu\u015fabilece\u011fini g\u00f6steriyor. FITCH konferans\u0131 s\u0131ras\u0131nda s\u00f6ylenenler ilk seansta endeksin zay\u0131f kalmas\u0131na neden olabilir ama, ikinci seansa do\u011fru yukar\u0131 y\u00f6nl\u00fc tepki g\u00f6rebiliriz. Bu tepkinin en fazla 80.750-81.000 aral\u0131\u011f\u0131na kadar olmas\u0131 m\u00fcmk\u00fcn olabilir. Unutulmamal\u0131 ki; a\u015fa\u011f\u0131 trenddeyiz ve bu trend bitmedi. Bitmesi i\u00e7in g\u00fcnl\u00fck bazda diplerin teyit edilmesi gerekir. Teknik olarak G\u00f6stergelerin dip yapm\u0131\u015f olmas\u0131 da bir tepkiyi destekliyor.<\/p>\n<p>D\u0131\u015far\u0131ya bakt\u0131\u011f\u0131m\u0131zda ABD endeksleri y\u00fczde 0.30&#8217;un \u00fczerinde prim yapt\u0131lar. Bu sabah ABD vadelileri y\u00fczde 0.11 civar\u0131nda a\u015fa\u011f\u0131da bulunurken Asya cephesinde stresin azald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. A\u00e7\u0131l\u0131\u015fta hafif yukar\u0131 ba\u015flayabilir ve daha sonra 78.800 ile 79.750 aral\u0131\u011f\u0131nda dalgalanma yapt\u0131ktan sonra FITCH sonras\u0131nda yukar\u0131 tepki olu\u015fabilir. Kal\u0131c\u0131 g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f i\u00e7in d\u0131\u015f piyasalarda dolar\u0131n bir miktar zay\u0131flamas\u0131 laz\u0131m. Dolar\/TL kurundaki yukar\u0131 hareketler de borsaya sat\u0131\u015f getirdi\u011fi i\u00e7in bu cepheyi de izlemekte fayda var. Dolar endeksi 84.28 seviyesinde bulunurken, dolar\/TL kuru 2.1973 seviyelerinde bulunuyor. Hafif yukar\u0131 temkinli bir a\u00e7\u0131l\u0131\u015f yapar\u0131z ve dar bantta dalgalan\u0131r\u0131z. \u0130kinci seans daha iyi olabilir. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131n\u0131 diliyorum.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn borsa 80.080 seviyesinden g\u00fcne ba\u015flad\u0131 ve a\u00e7\u0131l\u0131\u015ftaki hafif y\u00fckseli\u015fin ard\u0131ndan gerileyerek g\u00fcn i\u00e7inde en d\u00fc\u015f\u00fck 78.968 seviyesini g\u00f6rd\u00fc ve 79.550 seviyesinden kapand\u0131. B\u00fcy\u00fcme verisinin&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-35705","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\/35705","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=35705"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35705\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}