{"id":36058,"date":"2014-09-29T08:48:04","date_gmt":"2014-09-29T05:48:04","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=36058"},"modified":"2014-09-29T10:37:30","modified_gmt":"2014-09-29T07:37:30","slug":"piyasalar-yeni-bir-haftaya-baslarken","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalar-yeni-bir-haftaya-baslarken\/","title":{"rendered":"Piyasalar Yeni Bir Haftaya Ba\u015flarken"},"content":{"rendered":"<p><em><strong>Borsan\u0131n ge\u00e7mi\u015f d\u00fc\u015f\u00fc\u015fleri ile ge\u00e7en hafta ve bunun \u00f6ncesinde g\u00f6r\u00fclen en y\u00fcksek seviyeye g\u00f6re d\u00fc\u015f\u00fc\u015flerini kar\u015f\u0131la\u015ft\u0131rd\u0131\u011f\u0131m\u0131zda ilgin\u00e7 bir tablo ortaya \u00e7\u0131k\u0131yor. ..<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1278031421\"><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 wp-image-36059 size-full\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/09\/bist-100-29-eylul-2014-e1411970579392.png\" alt=\"bist-100-29-eylul 2014\" width=\"700\" height=\"450\" \/><\/p>\n<p>Borsan\u0131n ge\u00e7mi\u015f d\u00fc\u015f\u00fc\u015fleri ile ge\u00e7en hafta ve bunun \u00f6ncesinde g\u00f6r\u00fclen en y\u00fcksek seviyeye g\u00f6re d\u00fc\u015f\u00fc\u015flerini kar\u015f\u0131la\u015ft\u0131rd\u0131\u011f\u0131m\u0131zda ilgin\u00e7 bir tablo ortaya \u00e7\u0131k\u0131yor. \u00a0Endeks son 15 g\u00fcnd\u00fcr d\u00fc\u015f\u00fc\u015f trendinde bulunuyor ve 82 bin seviyelerinden ba\u015flayan bu d\u00fc\u015f\u00fc\u015fte kay\u0131plar y\u00fczde 10\u2019u ge\u00e7ti. Dolar baz\u0131nda bak\u0131ld\u0131\u011f\u0131nda ise, kay\u0131plar y\u00fczde 15\u2019e yakla\u015ft\u0131.\u00a0 Son bir iki y\u0131lda daha \u00f6nceki sert\u00a0 d\u00fc\u015f\u00fc\u015flere bakt\u0131\u011f\u0131m\u0131zda ise 17-25 Aral\u0131k d\u00f6neminde zirve seviyelerinden dip seviyelere d\u00fc\u015f\u00fc\u015fler y\u00fczde 17-20 aras\u0131nda olmu\u015f. \u015eu anki ortam\u0131 o d\u00f6nemle kar\u015f\u0131la\u015ft\u0131rmak \u00e7ok anlaml\u0131 de\u011fildir. Bernanke\u2019nin tahvil al\u0131m\u0131n\u0131 azaltacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 May\u0131s d\u00f6nemi ile \u00a0gezi olaylar\u0131 \u00e7ak\u0131\u015fm\u0131\u015ft\u0131. Bu nedenle net etkiyi ortaya \u00e7\u0131karmak zor. Yine de, yukar\u0131daki\u00a0grafik baz\u0131 fikirler verecektir. Bu grafikte ge\u00e7mi\u015f sert d\u00fc\u015f\u00fc\u015flerin zamanlar\u0131 ve ne kadar d\u00fc\u015f\u00fc\u015f oldu\u011fu g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>Grafi\u011fin en alt kadran\u0131nda PROC(20)\u00a0 g\u00f6stergesi bulunuyor. Bu g\u00f6stergede 20 g\u00fcn \u00f6nceye g\u00f6re BIST-100 endeksinin ne kadar d\u00fc\u015ft\u00fc\u011f\u00fc veya y\u00fckseldi\u011fi veriliyor.\u00a0\u00a0 PROC penceresindeki kadranda yatay mavi \u00e7izgi y\u00fczde 10 d\u00fc\u015f\u00fc\u015f \u00e7izgisidir. Gezi+Bernanke&#8217;nin a\u00e7\u0131klamalar\u0131 d\u00f6nemi ve 17-25 Aral\u0131k d\u00f6nemleri hari\u00e7 BIST-100 endeksi 20 g\u00fcnl\u00fck s\u00fcre i\u00e7inde y\u00fczde 10&#8217;dan fazla d\u00fc\u015f\u00fc\u015f yapmam\u0131\u015f. Fakat \u015funu da belirtelim ki, FED tutanaklar\u0131nda tahvil al\u0131m\u0131na son verilece\u011fi tart\u0131\u015fmas\u0131 sert d\u00fc\u015f\u00fc\u015f yaratt\u0131ktan sonra, y\u00fckseli\u015f h\u0131zl\u0131 olmu\u015f. \u00d6te yandan 17-25 aral\u0131k operasyonlar\u0131ndan sonra toparlanma \u00e7ok uzun s\u00fcrm\u00fc\u015f. Bunun nedeni de se\u00e7im \u00f6ncesinde olmam\u0131zd\u0131.<\/p>\n<p>Bu hafta bitti\u011finde, d\u00fc\u015f\u00fc\u015f\u00fcn ba\u015flad\u0131\u011f\u0131 82 bin seviyesine g\u00f6re 20 g\u00fcn dolmu\u015f olacak.\u00a0 Grafikte net bir \u015fekilde g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere gezi olaylar\u0131nda (Bernanke\u2019nin a\u00e7\u0131klamas\u0131 da dahil) y\u00fczde 20\u2019ye yak\u0131n d\u00fc\u015f\u00fc\u015f ger\u00e7ekle\u015fmi\u015f.\u00a0 17-25 Aral\u0131k d\u00f6neminde ise izleyen 20 g\u00fcn i\u00e7inde en fazla y\u00fczde 15 d\u00fc\u015f\u00fc\u015f olmu\u015f. Peki \u015fu an borsam\u0131z neden d\u00fc\u015f\u00fcyor? Bunun en \u00f6nemli sebebi, ABD\u2019de faizlerin 2015\u2019in ilk yar\u0131s\u0131nda artmaya ba\u015flayaca\u011f\u0131 beklentisiyle dolar\u0131n yuvas\u0131na d\u00f6nmeye ba\u015flamas\u0131d\u0131r. Bizim \u00fclkemiz k\u0131r\u0131lgan be\u015fli i\u00e7inde yer ald\u0131\u011f\u0131 i\u00e7in, TL en fazla de\u011fer kaybeden para birimlerinden biri oldu. \u015eu anki d\u00fc\u015f\u00fc\u015f adeta A\u011fustos 2013\u2019te FED toplant\u0131 tutanaklar\u0131nda, tahvil al\u0131m program\u0131na son verilece\u011finin a\u00e7\u0131k\u00e7a belirtildi\u011fi d\u00f6nemdeki d\u00fc\u015f\u00fc\u015fe benziyor ve en do\u011fru kar\u015f\u0131la\u015ft\u0131rma o d\u00f6nemle yap\u0131lacak kar\u015f\u0131la\u015ft\u0131rma olabilir. \u00a0\u015eu anki d\u00f6nemin \u00f6zelli\u011fi ise, tahvil al\u0131m program\u0131na g\u00f6re daha reel bir endi\u015fenin varl\u0131\u011f\u0131d\u0131r ve bu da ABD faizlerinin artmaya ba\u015flamas\u0131 olas\u0131l\u0131\u011f\u0131d\u0131r. Bu s\u00fcre\u00e7 uzun s\u00fcrmeyecektir. 20 g\u00fcnl\u00fck bazda borsadaki d\u00fc\u015f\u00fc\u015f\u00fcn y\u00fczde 10-15 aras\u0131nda olmas\u0131 m\u00fcmk\u00fcn olabilir. Yani bu hafta i\u00e7inde 70.000-73.000 aral\u0131\u011f\u0131n\u0131n g\u00f6r\u00fclme olas\u0131l\u0131\u011f\u0131 vard\u0131r ama bu seviyelerin g\u00f6r\u00fclece\u011fine dair garanti \u00a0veremem. Bunca y\u0131ll\u0131k tecr\u00fcbem bana, borsada orta vadeli al\u0131m zaman\u0131n\u0131n yakla\u015ft\u0131\u011f\u0131n\u0131 s\u00f6yl\u00fcyor.<\/p>\n<p>Fakat bu hafta sonu Cuma g\u00fcn\u00fc FITCH\u2019ten gelecek not a\u00e7\u0131klamas\u0131 \u00f6ncesinde piyasalar\u0131n g\u00fc\u00e7l\u00fc bir yukar\u0131 trend ba\u015flatmas\u0131 olas\u0131l\u0131\u011f\u0131 zay\u0131ft\u0131r. Dolay\u0131s\u0131yla bu hafta borsan\u0131n dip \u00e7al\u0131\u015fmas\u0131 yapmas\u0131n\u0131 yer yer yine sat\u0131\u015f bask\u0131s\u0131yla endeksin geriledi\u011fini g\u00f6rebiliriz. Bu a\u015famada 76.500 seviyesi \u00f6nemli bir diren\u00e7 olmu\u015f durumdad\u0131r ve bu hafta bu direncin \u00a0kendini g\u00f6stermesi beklenir. Bu hafta Avr. merkez Bankas\u0131 Ba\u015fkan\u0131 Draghi&#8217;nin mesajlar\u0131 \u00f6nemli olacakt\u0131r. AMB&#8217;n\u0131n varl\u0131\u011fa dayal\u0131 menkul k\u0131ymet ve ipotekli bono al\u0131mlar\u0131n\u0131 a\u00e7\u0131klamas\u0131 bekleniyor.<\/p>\n<p>Bu sabah dolar 2.27 seviyesinin \u00fczerinde bulunuyor. Euro\/Dolar paritesi ise 1.2750&#8217;yi a\u015fa\u011f\u0131 k\u0131rd\u0131 ve 1.2670 seviyesinde bulunuyor. Dolar endeksi (DXY) 85.75&#8217;e kadar \u00e7\u0131kt\u0131. ABD vadeli endeksleri y\u00fczde 0.22 a\u015fa\u011f\u0131da olup, bu sabah d\u00f6viz kurlar\u0131ndaki bu geli\u015fmeler nedeniyle borsada d\u00fc\u015f\u00fc\u015f y\u00f6n\u00fcnde a\u00e7\u0131l\u0131\u015f g\u00f6rebiliriz. Endeks 73.750-74.000 aral\u0131\u011f\u0131n\u0131 g\u00f6rebilir. Ge\u00e7en haftay\u0131 74.632 seviyesinden kapatm\u0131\u015ft\u0131. P\u0130yasan\u0131n g\u00fcn i\u00e7indeki y\u00f6n\u00fcn\u00fc yine dolar\/Tl kurundaki hareketler belirleyecektir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Borsan\u0131n ge\u00e7mi\u015f d\u00fc\u015f\u00fc\u015fleri ile ge\u00e7en hafta ve bunun \u00f6ncesinde g\u00f6r\u00fclen en y\u00fcksek seviyeye g\u00f6re d\u00fc\u015f\u00fc\u015flerini kar\u015f\u0131la\u015ft\u0131rd\u0131\u011f\u0131m\u0131zda ilgin\u00e7 bir tablo ortaya \u00e7\u0131k\u0131yor. .. Borsan\u0131n ge\u00e7mi\u015f d\u00fc\u015f\u00fc\u015fleri&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-36058","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\/36058","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=36058"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/36058\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=36058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=36058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=36058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}