{"id":36245,"date":"2014-10-09T08:49:01","date_gmt":"2014-10-09T05:49:01","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=36245"},"modified":"2014-10-09T08:53:49","modified_gmt":"2014-10-09T05:53:49","slug":"fed-toplanti-tutanaklari-ve-piyasalar","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/fed-toplanti-tutanaklari-ve-piyasalar\/","title":{"rendered":"FED Toplant\u0131 Tutanaklar\u0131 ve Piyasalar"},"content":{"rendered":"<p><strong><em>ABD merkez bankas\u0131 Fed 16-17 Eyl\u00fcl tarihinde ger\u00e7ekle\u015fen toplant\u0131n\u0131n tutanaklar\u0131n\u0131\u00a0d\u00fcn gece saat 21:00&#8217;de yay\u0131nlad\u0131.<\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3655849394\"><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>Tutanaklar\u0131n yay\u0131nlanmas\u0131yla birlikte dolar endeksi (DXY) \u00e7ok sert gerileme yaparken dolar\/TL kuru da 2.29&#8217;lu seviyelerden 2.26&#8217;n\u0131n alt\u0131na geriledi, fakat bu sabah 2.2650 seviyelerinde bulunuyor. \u00a0Tutanaklarda faizi art\u0131rmaya ba\u015flaman\u0131n ve hatta &#8220;considerable time (kayda de\u011fer bir s\u00fcre)&#8221; s\u00f6z\u00fcn\u00fcn \u00e7\u0131kar\u0131lmas\u0131n\u0131n dahi ekonomideki toparlanmay\u0131 yava\u015flatabilece\u011fi uyar\u0131lar\u0131 yer ald\u0131. FED \u00fcyelerinin dolar\u0131n de\u011fer kazanmas\u0131ndan rahats\u0131z olduklar\u0131 a\u00e7\u0131k\u00e7a g\u00f6r\u00fcl\u00fcyor. \u00d6te yandan k\u00fcresel ekonomilerde ve \u00f6zellikle de Avrupa b\u00f6lgesindeki yava\u015flaman\u0131n ABD&#8217;deki ekonomik geli\u015fmeyi frenleyebilece\u011fi ve ABD enflasyonu \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturaca\u011f\u0131 g\u00f6r\u00fc\u015fleri de dolardaki gev\u015femenin ana sebebi durumunda. Bu arada, ABD&#8217;deki istihdam kaynaklar\u0131n\u0131n potansiyelin alt\u0131nda kullan\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fc de FED \u00fcyeleri taraf\u0131ndan bildirildi. Yani istihdam piyasas\u0131nda i\u015fsizlik oran\u0131n\u0131n d\u00fc\u015fmesi olumlu ama i\u015f g\u00fcc\u00fcne kat\u0131l\u0131m oran\u0131 d\u00fc\u015f\u00fck bulunuyor ve kalitesi konusunda endi\u015fe var.<\/p>\n<p>T\u00fcm bu g\u00f6r\u00fc\u015fler \u015f\u00f6yle bir sonu\u00e7 ortaya \u00e7\u0131kard\u0131. 28-29 Ekim tarihlerinde yap\u0131lacak FED toplant\u0131s\u0131nda &#8220;considerable time&#8221; s\u00f6z\u00fc tutanaklarda kalmaya devam edebilir ve \u015fu an borsalar bunu sat\u0131n almaya ba\u015flad\u0131. Peki bu tutanaklar\u0131n etkisi bizim piyasalar \u00fczerinde nas\u0131l olur?<\/p>\n<p>\u015e\u00fcphe yok ki, borsa bug\u00fcn y\u00fckseli\u015fle a\u00e7\u0131lacakt\u0131r ve d\u00fcnk\u00fcne ters bir g\u00f6r\u00fcn\u00fcm olu\u015facakt\u0131r. Bunu zaten hemen herkes tahmin ediyor, fakat &#8220;bu tutanaklar borsada hi\u00e7 olmazsa anlaml\u0131 bir s\u00fcre y\u00fckseli\u015f hareketi ba\u015flatabilir mi ve s\u00fcresi ne kadar olur?&#8221; sorular\u0131 daha \u00f6nemlidir.<\/p>\n<p>\u015eu ana kadar borsa adeta dolar\/TL kuru ile tam tersine bir korelasyon sergiledi. Dolar\u0131n d\u00fcn gece 2.26 seviyesinin de alt\u0131n\u0131 g\u00f6rmesi, tutanaklardaki g\u00f6r\u00fc\u015flerin piyasalar\u0131m\u0131z \u00fczerindeki bask\u0131y\u0131 \u00a0en az\u0131ndan \u00f6n\u00fcm\u00fczdeki FOMC toplant\u0131s\u0131na kadar belirgin \u00f6l\u00e7\u00fcde azaltabilir. Dolay\u0131s\u0131yla BIST-100 endeksi d\u00fcn g\u00f6rd\u00fc\u011f\u00fc 72.600 civar\u0131ndaki dipten sonra \u00f6n\u00fcm\u00fczdeki 1-2 hafta i\u00e7inde 74.000-76.500 \u00a0aral\u0131\u011f\u0131na kadar olas\u0131 bir y\u00fckseli\u015fi de beraberinde getirebilir. A\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131lar\u0131n belirgin \u015fekilde azalaca\u011f\u0131n\u0131 s\u00f6yleyebiliriz. \u00d6zellikle de Eyl\u00fcl bilan\u00e7o beklentileri iyi olan ka\u011f\u0131tlarda ve \u00e7ok d\u00fc\u015fm\u00fc\u015f olan bankalarda yukar\u0131 hareket ba\u015flayabilir. \u00a0Son g\u00fcnlerdeki \u00a0olaylar ve di\u011fer fakt\u00f6rleri \u015fu an g\u00f6zard\u0131 ederek bir yorum vermeye \u00e7al\u0131\u015f\u0131yorum. \u00a0Her ihtimale kar\u015f\u0131 sizler 72.000 seviyesini yine de \u00a0stop\u00a0olarak d\u00fc\u015f\u00fcnmelisiniz. \u00c7\u00fcnk\u00fc gelen bir haberle her\u015fey de\u011fi\u015febiliyor. Fakat \u015fu an resim biraz daha netle\u015fti diyebiliriz. Dolar\/TL kurunda 2.25&#8217;e ve alt\u0131na do\u011fru bask\u0131 olu\u015fabilir. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn diliyorum.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD merkez bankas\u0131 Fed 16-17 Eyl\u00fcl tarihinde ger\u00e7ekle\u015fen toplant\u0131n\u0131n tutanaklar\u0131n\u0131\u00a0d\u00fcn gece saat 21:00&#8217;de yay\u0131nlad\u0131. Tutanaklar\u0131n yay\u0131nlanmas\u0131yla birlikte dolar endeksi (DXY) \u00e7ok sert gerileme yaparken dolar\/TL&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-36245","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\/36245","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=36245"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/36245\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=36245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=36245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=36245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}