{"id":35793,"date":"2014-09-16T08:42:07","date_gmt":"2014-09-16T05:42:07","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35793"},"modified":"2014-09-16T08:58:53","modified_gmt":"2014-09-16T05:58:53","slug":"piyasalar-fed-ve-fitch","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalar-fed-ve-fitch\/","title":{"rendered":"P\u0130yasalar, FED ve FITCH"},"content":{"rendered":"<p><em><strong>D\u00fcn borsa yakla\u015f\u0131k 500 puanl\u0131k bir d\u00fc\u015f\u00fc\u015fle g\u00fcne ba\u015flad\u0131ktan sonra en d\u00fc\u015f\u00fck 77.456 seviyesini g\u00f6rd\u00fc ve g\u00fcn boyunca 78.350 ile 77.750 aral\u0131\u011f\u0131nda dalgaland\u0131. Son 60 dakikada geri \u00e7ekilme yapt\u0131 ve&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1800188743\"><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-35794\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-16-eylul-2014.png\" alt=\"bist-100-16-eylul 2014\" width=\"510\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-16-eylul-2014.png 510w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-16-eylul-2014-300x186.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/p>\n<p>D\u00fcn borsa yakla\u015f\u0131k 500 puanl\u0131k bir d\u00fc\u015f\u00fc\u015fle g\u00fcne ba\u015flad\u0131ktan sonra en d\u00fc\u015f\u00fck 77.456 seviyesini g\u00f6rd\u00fc ve g\u00fcn boyunca 78.350 ile 77.750 aral\u0131\u011f\u0131nda dalgaland\u0131. Son 60 dakikada geri \u00e7ekilme yapt\u0131 ve bu s\u0131rada hacmin de artt\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. Bu sabah Asya cephesinde genel olarak d\u00fc\u015f\u00fc\u015f e\u011filimi g\u00f6r\u00fclse de, G.Kore ve Filipinler art\u0131da bulunuyor. \u00c7in&#8217;\u0130n de y\u00fczde 0.08 art\u0131da oldu\u011funu g\u00f6r\u00fcyoruz. HongKong&#8217;da sert bir geri \u00e7ekilme var. D\u00dcn ABD&#8217;de dow endeksi y\u00fczde 0.26 y\u00fckselirken, S&amp;P500 endeksi y\u00fczde 0.07 geriledi. \u00a0Goldman Sachs yazd\u0131\u011f\u0131 bir raporda ABD borsalar\u0131n\u0131n ilk faiz art\u0131\u015f\u0131na kadar y\u00fckseli\u015fini s\u00fcrd\u00fcrebilece\u011fini s\u00f6yledi fakat, faiz art\u0131\u015f\u0131 sinyali geldi\u011finde borsalar\u0131n y\u00fckseli\u015fini devam ettirmesi olas\u0131l\u0131\u011f\u0131n\u0131 zor g\u00f6r\u00fcyorum.<\/p>\n<p>FED toplant\u0131s\u0131 ile ilgili g\u00f6r\u00fc\u015flerimi d\u00fcn belirtmi\u015ftim. Ekonomik verilere vurgu yap\u0131lacakt\u0131r. \u0130stihdamdaki iyile\u015fmeden bahsedilecek ama yeterli olmad\u0131\u011f\u0131 belirtilebilir. Ayr\u0131ca faiz art\u0131\u015f\u0131n\u0131n zamanlamas\u0131 konusunda da &#8220;2015&#8217;in sonuna do\u011fru olmas\u0131 garanti de\u011fil&#8221; \u015feklinde bir imada bulunulabilir.<\/p>\n<p>D\u00fcn bizim piyasalar\u0131m\u0131zda dikkat \u00e7eken unsur dolar\/TL kurunun 2.21-2.22 aras\u0131nda dalgalanmas\u0131yd\u0131. Dolar fazla gev\u015femezken, borsadaki yukar\u0131 hareket \u00e7abas\u0131 da c\u0131l\u0131z kald\u0131. TKE g\u00f6stergesi ge\u00e7en cuma g\u00fcn\u00fc ikinci bir dip daha yapm\u0131\u015ft\u0131. Bu nedenle\u00a0toparlanma \u00e7abas\u0131 g\u00fc\u00e7l\u00fc olmad\u0131. FED karar\u0131 a\u00e7\u0131klanana kadar (ki bizim piyasalara per\u015fembe sabah\u0131 yans\u0131yacak) endeksin sa\u011fl\u0131kl\u0131 ve g\u00fc\u00e7l\u00fc bir trend olu\u015fturmas\u0131 zor. FED \u00f6ncesinde piyasa zay\u0131f seyrini koruyabilir. D\u00fcnk\u00fc yorumumda bu hafta i\u00e7inde 76.500&#8217;e do\u011fru yakla\u015fabilece\u011fimizi belirtmi\u015ftim. D\u00fcnk\u00fc hareketler y\u00f6n konusunda bir sinyal \u00fcretmi\u015f de\u011fil. D\u00fcn i\u015fsizlik verileri a\u00e7\u0131kland\u0131 ve ho\u015f de\u011fildi. Bu konudaki yaz\u0131m\u0131 bug\u00fcn gazetesindeki k\u00f6\u015femden okuyabilirsiniz (<a href=\"http:\/\/www.bugun.com.tr\/issizlik-ve-genclerin-caresizligi-yazisi-1258253\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">buray\u0131 t\u0131klay\u0131n\u0131z<\/a>). D\u00dcn ayr\u0131ca b\u00fct\u00e7e verilerimiz a\u00e7\u0131kland\u0131. Faiz d\u0131\u015f\u0131 fazla rakam\u0131 olduk\u00e7a olumlu. \u00a0\u015eu an b\u00fct\u00e7eden yana bir s\u0131k\u0131nt\u0131 yok. Borsa bu verilere fazla bir reaksiyon vermedi. Bug\u00fcn TCMB, \u00f6zel sekt\u00f6r\u00fcn yurt d\u0131\u015f\u0131ndan bor\u00e7lanma verileri a\u00e7\u0131klayacak. Ayr\u0131ca TU\u0130K in\u015faat ciro ve \u00fcretim endekslerini a\u00e7\u0131klayacak. Fakat piyasalar \u00fczerinde \u00f6nemli bir etki yapmas\u0131 beklenmiyor.<\/p>\n<p>Bug\u00fcn a\u00e7\u0131klanacak \u00f6nemli yurt d\u0131\u015f\u0131 verileri \u015f\u00f6yle;<\/p>\n<p><span style=\"color: #000000;\">12:00\/Almanya\/ZEW Cari Durum Endeksi\/Eyl\u00fcl\/Beklenti: 40.0\/\u00d6nceki: 44.3<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">12:00\/Almanya\/ZEW Beklentiler Endeksi\/Eyl\u00fcl\/Beklenti: 5.0\/\u00d6nceki: 8.6<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">12:00\/Euro B\u00f6lgesi\/ZEW Beklentiler Endeksi\/Eyl\u00fcl\/\u00d6nceki: 23.7<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">12:00\/Euro B\u00f6lgesi\/istihdam Maliyetler, (y\u0131ll\u0131k)\/2. \u00c7eyrek\/\u00d6nceki: + % 0.9<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">15:30\/ABD\/\u00dcFE (ayl\u0131k)\/A\u011fustos\/Beklenti: % 0.0\/\u00d6nceki: + % 0.1<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">15:30\/ABD\/\u00dcFE (ayl\u0131k)\/A\u011fustos\/Beklenti: + % 0.1\/\u00d6nceki: + % 0.2<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">15:30\/ABD\/\u00dcFE (y\u0131ll\u0131k)\/A\u011fustos\/Beklenti: + % 1.8\/\u00d6nceki: + % 1.7<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">15:30\/ABD\/\u00dcFE (y\u0131ll\u0131k)\/A\u011fustos\/Beklenti: + % 1.8\/\u00d6nceki: + % 1.6<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">23:00\/ABD\/Net Uzun D\u00f6nemli Yabanc\u0131 Sermaye Giri\u015fi\/Temmuz\/\u00d6nceki: &#8211; 18.7 milyar dolar<\/span><br style=\"color: #000000;\" \/><span style=\"color: #000000;\">23:00\/ABD\/Toplam Net Yabanc\u0131 Sermaye Giri\u015fi\/Temmuz\/\u00d6nceki: &#8211; 153.5 milyar dolar<\/span><\/p>\n<p>Borsan\u0131n bug\u00fcn d\u00fcne benzer \u015fekilde s\u0131k\u0131\u015f\u0131k hareket etmesini bekleyebiliriz. Gelecek bir haber, FED \u00fcyeleri yorumu veya \u00f6nemli finans kurumlar\u0131n\u0131n raporlar\u0131 her iki y\u00f6nde de hareket olu\u015fturabilir. G\u00fcnl\u00fck bazda borsa random bir hareket yap\u0131yor ve bu t\u00fcr zamanlarda bir sonraki hareketi tahmin etmek zor. Fakat biraz daha orta vadeli bakt\u0131\u011f\u0131m\u0131zda, bir\u00e7ok olumsuz beklenti fiyatlara girdi. FED sonras\u0131nda 3 Ekim&#8217;de FITCH notu beklentisi \u00f6nemli olacakt\u0131r. O cephede beklentilerin olumsuz oldu\u011funu belirtelim. Dolay\u0131s\u0131yla borsan\u0131n sa\u011fl\u0131kl\u0131 ve g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015f yapmas\u0131 i\u00e7in hen\u00fcz yeterli \u015fartlar olmasa da ge\u00e7mi\u015f dalga boylar\u0131na bakt\u0131\u011f\u0131m\u0131zda, 76.500 ile 80.000 aral\u0131\u011f\u0131nda dalgalanan bir endeks g\u00f6rebiliriz. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn borsa yakla\u015f\u0131k 500 puanl\u0131k bir d\u00fc\u015f\u00fc\u015fle g\u00fcne ba\u015flad\u0131ktan sonra en d\u00fc\u015f\u00fck 77.456 seviyesini g\u00f6rd\u00fc ve g\u00fcn boyunca 78.350 ile 77.750 aral\u0131\u011f\u0131nda dalgaland\u0131. Son 60&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-35793","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\/35793","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=35793"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35793\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35793"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35793"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}