{"id":35838,"date":"2014-09-18T08:43:15","date_gmt":"2014-09-18T05:43:15","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35838"},"modified":"2014-09-18T08:55:56","modified_gmt":"2014-09-18T05:55:56","slug":"fed-sonrasi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/fed-sonrasi\/","title":{"rendered":"FED Sonras\u0131&#8230;"},"content":{"rendered":"<p><em><strong>FED toplant\u0131s\u0131 sonunda piyasalar a\u00e7\u0131klamalar\u0131 ilk a\u015famada olumsuz alg\u0131lad\u0131 ama &#8220;considerable time&#8221; kelimeleri a\u00e7\u0131klamada kald\u0131. 8 \u00fcye faizlerin art\u0131r\u0131lmamas\u0131, 2 \u00fcye de art\u0131r\u0131lmas\u0131 y\u00f6n\u00fcnde oy kulland\u0131. Fakat FED\u00a0&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-710496407\"><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-35839\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-18-eylul-2014.png\" alt=\"bist-100-18-eylul 2014\" width=\"510\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-18-eylul-2014.png 510w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-18-eylul-2014-300x186.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/p>\n<p>FED toplant\u0131s\u0131 sonunda piyasalar a\u00e7\u0131klamalar\u0131 ilk a\u015famada olumsuz alg\u0131lad\u0131 ama &#8220;considerable time&#8221; kelimeleri a\u00e7\u0131klamada kald\u0131. 8 \u00fcye faizlerin art\u0131r\u0131lmamas\u0131, 2 \u00fcye de art\u0131r\u0131lmas\u0131 y\u00f6n\u00fcnde oy kulland\u0131. Fakat FED \u00fcyelerinin 2015,2016 sonu faiz tahminleri yukar\u0131 \u00e7ekilince piyasalar bundan stres oldu ve dolar endeksi (DXY) 84.80 seviyesine kadar y\u00fckseldi. Bunun anlam\u0131 di\u011fer paralar dolara kar\u015f\u0131 de\u011fer kaybetti. Dolar TL kuru ise 2.2288 seviyesini g\u00f6rd\u00fc. FED \u00fcyeleri 2015 sonunda faizlerin 1.375 2016 sonunda 2.86 ve 2017 sonunda da 2.75 olmas\u0131n\u0131 bekliyorlar. Varl\u0131k al\u0131m program\u0131 gelecek ay sona eriyor. Tahminen 2015&#8217;in ilk yar\u0131s\u0131nda ilk faiz art\u0131\u015f\u0131 gelecektir, fakat bunun h\u0131z\u0131 konusunda piyasalar emin de\u011fil. \u00a0Fakat Yellen bu &#8220;uzun s\u00fcre&#8221; kelimesinin mekanik anlam\u0131 olmad\u0131\u011f\u0131n\u0131 s\u00f6yleyerek ekonomideki geli\u015fmelere ba\u011fl\u0131 olarak faizlerin belirlenece\u011fini s\u00f6yledi. Yellen&#8217;\u0130n a\u00e7\u0131klamalar\u0131n\u0131 bir\u00e7ok web sitesinde okuyabilirsiniz. Ben daha \u00e7ok piyasalar\u0131m\u0131z \u00fczeerindeki etkisine de\u011finece\u011fim. ABD borsalar\u0131 a\u00e7\u0131klamalar sonras\u0131nda h\u0131zl\u0131 y\u00fckseli\u015fler kaydettikten sonra yataya d\u00f6nd\u00fc ve geri \u00e7ekildi ama g\u00fcnl\u00fck bazda art\u0131da kapand\u0131. Dow y\u00fczde 0.15, S&amp;P500 ise y\u00fczde 0.13 artt\u0131. Bu sabah ABD vadelileri y\u00fczde 0.06-0.9 aras\u0131nda art\u0131da bulunuyor. ASya cephesinde borsalarda pek bir sorun g\u00f6r\u00fcnm\u00fcyor. Hong Kong, G. Kore ve Malezya \u00a0hari\u00e7 di\u011fer piyasalar genel olarak art\u0131da.<\/p>\n<p>Bizim piyasalar\u0131n ise g\u00f6z\u00fc dolar\/TL kurunda olacakt\u0131r. A\u00e7\u0131l\u0131\u015fta y\u00fczde 0.30-0.50 aral\u0131\u011f\u0131nda d\u00fc\u015f\u00fc\u015f olabilir. Endeks d\u00fcn 78.968 seviyesinden kapanm\u0131\u015ft\u0131. Bug\u00fcn 78.300-78.600 aral\u0131\u011f\u0131ndan bir a\u00e7\u0131l\u0131\u015fla g\u00fcne ba\u015flayabilir fakat 76.500 deste\u011finden uza\u011f\u0131z ve \u00f6nceki g\u00fcn gelen al\u0131mlarla desteklerin g\u00fc\u00e7lendi\u011fini belirtmi\u015ftim. Bu nedenle bu kararlar sonras\u0131nda borsada yeni bir a\u015fa\u011f\u0131 trendin ba\u015flamas\u0131 olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fck oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. A\u00e7\u0131l\u0131\u015fta hisseler d\u00fcnk\u00fc kapan\u0131\u015flar\u0131na g\u00f6re 2-3 kademe a\u015fa\u011f\u0131dan g\u00fcne ba\u015flayabilirler. ENdeks ilk 15-20 dakikada g\u00f6rd\u00fc\u011f\u00fc dibin alt\u0131na daha sonra d\u00fc\u015fmezse al\u0131mlar\u0131n artmaya ba\u015flayarak d\u00fcnk\u00fc kapan\u0131\u015f\u0131n \u00fczerine do\u011fru bir hareket olabilir. \u015eu an dolar\/TL kurunda yatay hareket var ve kur 2.2263 seviyesinde bulunuyor. Daha \u00f6nce dolar alm\u0131\u015f olanlar kar realize edebilirler. A\u00e7\u0131l\u0131\u015fta hisselerde d\u00fc\u015f\u00fc\u015f olacakt\u0131r ama sat\u0131\u015f yapmay\u0131 anlaml\u0131 g\u00f6rm\u00fcyorum. \u00c7\u00fcnk\u00fc FED&#8217;in karar\u0131n\u0131n piyasalar i\u00e7in olumsuz olaca\u011f\u0131 beklentileri zaten fiyatlara belirgin \u015fekilde yans\u0131m\u0131\u015ft\u0131 ve hatta piyasalar daha olumsuz bir beklenti i\u00e7indeydiler. Hatta, a\u00e7\u0131l\u0131\u015fta gerileme olursa al\u0131m d\u00fc\u015f\u00fcn\u00fclebilir. Fakat stop seviyenin 76.500 olmal\u0131d\u0131r. 76.500 alt\u0131nda kapan\u0131\u015f olas\u0131l\u0131\u011f\u0131 do\u011fmad\u0131\u011f\u0131 s\u00fcrece beklemede kal\u0131nmal\u0131. Al\u0131m d\u00fc\u015f\u00fcnenler ise 76.500 a\u015fa\u011f\u0131 k\u0131r\u0131l\u0131rsa u\u011frayacaklar\u0131 zarar\u0131 hesaplay\u0131p ondan sonra al\u0131m yap\u0131p yapmamaya karar vermeliler. Normalde sat\u0131\u015f \u00f6nermiyorum ama bir \u015fekilde ba\u015fka bir haber ya da geli\u015fmeyle 76.500 alt\u0131nda kapan\u0131\u015f olas\u0131l\u0131\u011f\u0131 do\u011farsa, sadece o zaman sat\u0131\u015f d\u00fc\u015f\u00fcn\u00fclebilir. Tabi ki\u00a0her an yeni bir geli\u015fme piyasa dinamiklerini de\u011fi\u015ftirebilir, bu unutulmamal\u0131.\u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FED toplant\u0131s\u0131 sonunda piyasalar a\u00e7\u0131klamalar\u0131 ilk a\u015famada olumsuz alg\u0131lad\u0131 ama &#8220;considerable time&#8221; kelimeleri a\u00e7\u0131klamada kald\u0131. 8 \u00fcye faizlerin art\u0131r\u0131lmamas\u0131, 2 \u00fcye de art\u0131r\u0131lmas\u0131 y\u00f6n\u00fcnde oy&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-35838","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\/35838","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=35838"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35838\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35838"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35838"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35838"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}