{"id":36582,"date":"2014-10-27T08:46:42","date_gmt":"2014-10-27T06:46:42","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=36582"},"modified":"2014-10-27T08:54:38","modified_gmt":"2014-10-27T06:54:38","slug":"haftayi-fed-toplanti-sonuclari-yonlendirecek","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/haftayi-fed-toplanti-sonuclari-yonlendirecek\/","title":{"rendered":"Haftay\u0131 FED Toplant\u0131 Sonu\u00e7lar\u0131 Y\u00f6nlendirecek&#8230;"},"content":{"rendered":"<p><strong><em>Ge\u00e7en haftay\u0131 y\u00fczde 4.04&#8217;l\u00fck sert y\u00fckseli\u015fle kapatan BIST-100 endeksi i\u00e7in \u00a0bu hafta FED&#8217;in toplant\u0131 sonu\u00e7lar\u0131 belirleyici olacakt\u0131r.<\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2650280498\"><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>\u00c7ar\u015famba gecesi saat 21:00&#8217;de a\u00e7\u0131klanacak olan FED karar\u0131n\u0131n ilk ba\u015fta kurlar \u00fczerinde nas\u0131l etki yapaca\u011f\u0131na bakaca\u011f\u0131z. Asl\u0131nda piyasalar FED&#8217;den olumlu haberler bekliyor. Bunun en \u00f6nemli sebebi de, son iki \u00fc\u00e7 hafta i\u00e7inde FED \u00fcyelerinden gelen a\u00e7\u0131klamalar olarak kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. Piyasalarda adeta QE3&#8217;\u00fcn devam edece\u011fi ve hatta QE3.5 veya QE4 konu\u015fulmaya ba\u015fland\u0131 ve bu durumu biraz tehlikeli g\u00f6r\u00fcyorum. Beklentilerin \u00e7ok olumlu olmas\u0131 bug\u00fcnler i\u00e7in olumlu ama FED&#8217;in k\u0131sa a\u00e7\u0131klamas\u0131 yay\u0131nland\u0131\u011f\u0131nda s\u00fcrprizler de olabilir. Bu y\u00fczden FED konusunda \u00e7ok iyimser olmamak ve temkinli olmak gerekir. ABD&#8217;den son gelen verilerde hafif yava\u015flama e\u011filimi g\u00f6r\u00fclse de, hala FED&#8217;in 2015 i\u00e7in faiz art\u0131r\u0131m\u0131n\u0131 yapma olas\u0131l\u0131\u011f\u0131 bulunuyor. \u00d6zellikle de &#8220;kayda de\u011fer s\u00fcre&#8221; kelimelerinin a\u00e7\u0131klaman\u0131n i\u00e7inde yer al\u0131p almayaca\u011f\u0131 en \u00f6nemli noktad\u0131r. Bu konuda tahmin yapmak zordur. K\u00fcresel b\u00fcy\u00fcme endi\u015feleri \u00f6nceki hafta borsalar\u0131 olumsuz etkilemi\u015fti. Bu hafta ABD&#8217;den gelecek 3. \u00e7eyrek b\u00fcy\u00fcme verisi rakam\u0131 \u00f6nemli olacakt\u0131r.<\/p>\n<p>Bu sabah Asya cephesi genelde kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergilese de Dolar\/TL kurunun 2.2315 seviyelerine kadar gerilemi\u015f olmas\u0131 olumludur. Euro\/dolar paritesi de 1.27 civar\u0131nda bulunuyor. AB Bankalar\u0131n\u0131n stres testlerini 25 banka ge\u00e7emedi ama bu durum ge\u00e7en cuma fiyatlara yans\u0131m\u0131\u015ft\u0131 ve Euro\/dolar Paritesinin y\u00fckselmesi, bu sonu\u00e7lar\u0131n piyasalar \u00fczerinde ciddi bir etki yaratmayaca\u011f\u0131n\u0131 g\u00f6steriyor. BIST-100 endeksi ge\u00e7en haftay\u0131 79.417 seviyesinden kapatt\u0131. Bu haftaya da olumlu ba\u015flayabilir fakat 80.300 seviyesindeki diren\u00e7 g\u00fc\u00e7l\u00fcd\u00fcr. \u00d6zellikle 80 binin \u00fczerinde yeni pozisyon a\u00e7may\u0131 riskli buluyorum. A\u00e7\u0131l\u0131\u015ftan sonra endekste yukar\u0131 y\u00f6nl\u00fc hareketler oldu\u011funda kademeli olarak bir miktar k\u00e2r realize edilerek FED a\u00e7\u0131klamas\u0131 \u00f6ncesi beklemede kal\u0131nabilir. Bu arada bilan\u00e7o d\u00f6nemi oldu\u011fu i\u00e7in ka\u011f\u0131t baz\u0131nda sert hareketler devam edecektir. \u00a0Herkese olumlu ve bol kazan\u00e7l\u0131 bir hafta olmas\u0131n\u0131 diliyorum.<\/p>\n<p><strong>NOT: Saat 14:30&#8217;da seans aras\u0131 yorum verece\u011fim&#8230;<\/strong><\/p>\n<p><strong>BU haftan\u0131n \u00f6nemli verileri a\u015fa\u011f\u0131da verilmi\u015ftir. Kaynak: www.bloomberght.com \u00a0<\/strong><\/p>\n<p><strong>27 Ekim Pazartesi<\/strong><\/p>\n<p>11:00\/Almanya\/IFO Cari De\u011ferlendirme Endeksi\/Ekim\/\u00d6nceki: 110.5<br \/>\n11:00\/Almanya\/IFO Beklentiler Endeksi\/Ekim\/\u00d6nceki: 99.3<br \/>\n15:45\/ABD\/Hizmet Sekt\u00f6r\u00fc Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI)\/Ekim\/\u00d6nceki: 58.9<br \/>\n15:45\/ABD\/Bile\u015fik Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI)\/Ekim\/\u00d6nceki: 59.0<br \/>\n16:00\/ABD\/Ask\u0131da Konut Sat\u0131\u015flar\u0131 (ayl\u0131k)\/Eyl\u00fcl\/Beklenti: + % 1.0\/\u00d6nceki: &#8211; % 1.0<br \/>\n16:00\/ABD\/Ask\u0131da Konut Sat\u0131\u015flar\u0131 (y\u0131ll\u0131k)\/Eyl\u00fcl\/\u00d6nceki: &#8211; % 4.1<br \/>\n16:30\/ABD\/Dallas Fed \u0130malat Sanayi Aktivite Endeksi\/Ekim\/Beklenti: 11.0\/\u00d6nceki: 10.8<\/p>\n<p><strong>28 Ekim Sal\u0131<\/strong><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2459915188\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\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>14:30\/ABD\/Dayan\u0131kl\u0131 T\u00fcketim Mallar\u0131 Sipari\u015fleri\/Eyl\u00fcl\/Beklenti: + % 0.4\/\u00d6nceki: &#8211; % 18.2\/Revize: &#8211; % 18.4<br \/>\n14:30\/ABD\/Dayan\u0131kl\u0131 T\u00fcketim Mallar\u0131 Sipari\u015fleri-Ula\u015f\u0131m Hari\u00e7\/Eyl\u00fcl\/Beklenti: + % 0.6\/\u00d6nceki: + % 0.7\/Revize: + % 0.4<br \/>\n14:30\/ABD\/Sermaye Mallar\u0131 Nakliyat\u0131 Savunma D\u0131\u015f\u0131 Havac\u0131l\u0131k Hari\u00e7\/Eyl\u00fcl\/\u00d6nceki: + % 0.1<br \/>\n14:30\/ABD\/Sermaye Mallar\u0131 Sipari\u015fleri Savunma D\u0131\u015f\u0131 Havac\u0131l\u0131k Hari\u00e7\/Eyl\u00fcl\/Beklenti: + % 0.6\/\u00d6nceki: + % 0.6\/Revize: + % 0.4<br \/>\n15:00\/ABD\/S&amp;P-CaseShiller 20 Kentte Konut Fiyatlar\u0131 (ayl\u0131k)\/A\u011fustos\/Beklenti: + % 0.15\/\u00d6nceki: &#8211; % 0.50<br \/>\n15:00\/ABD\/S&amp;P-CaseShiller 20 Kentte Konut Fiyatlar\u0131 (y\u0131ll\u0131k)\/A\u011fustos\/Beklenti: + % 5.65\/\u00d6nceki: + % 6.75<br \/>\n15:00\/ABD\/S&amp;P-CaseShiller 20 Kentte Konut Fiyatlar\u0131 Endeks De\u011feri\/A\u011fustos\/\u00d6nceki: 173.34<br \/>\n15:00\/ABD\/S&amp;P-CaseShiller Konut Fiyatlar\u0131 (y\u0131ll\u0131k)\/A\u011fustos\/\u00d6nceki: + % 5.61<br \/>\n15:00\/ABD\/S&amp;P-CaseShiller Konut Fiyat Endeks De\u011feri\/A\u011fustos\/\u00d6nceki: 167.32<br \/>\n16:00\/ABD\/T\u00fcketici G\u00fcveni Endeksi\/Ekim\/Beklenti: 87.2\/\u00d6nceki: 86.0<br \/>\n16:00\/ABD\/Richmond Fed \u0130malat Sanayi Endeksi\/Ekim\/Beklenti: 10\/\u00d6nceki: 14<\/p>\n<p><strong>29 Ekim \u00c7ar\u015famba<\/strong><\/p>\n<p>20:00\/ABD\/Fed QE3 H\u0131z\u0131\/Ekim\/Beklenti: 0\/\u00d6nceki: 15 milyar dolar<br \/>\n20:00\/ABD\/Fed Hazine Tahvilleri Al\u0131m\u0131\/Ekim\/Beklenti: 0\/\u00d6nceki: 10 milyar dolar<br \/>\n20:00\/ABD\/Fed Varl\u0131\u011fa Dayal\u0131 Menkul K\u0131ymet Al\u0131mlar\u0131\/Ekim\/Beklenti: 0\/\u00d6nceki: 5 milyar dolar<br \/>\n20:00\/ABD\/Fed Faiz Karar\u0131\/29 Ekim\/Beklenti: % 0.25\/\u00d6nceki: % 0.25<\/p>\n<p><strong>30 Ekim Per\u015fembe<\/strong><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3839025338\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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>10:55\/Almanya\/\u0130\u015fsiz Say\u0131s\u0131nda De\u011fi\u015fim\/Ekim\/Beklenti: 5,000\/\u00d6nceki: 12,000<br \/>\n10:55\/Almanya\/\u0130\u015fsizlik Oran\u0131\/Ekim\/Beklenti: % 6.7\/\u00d6nceki: % 6.7<br \/>\n11:00\/Almanya\/Brandenburg T\u00dcFE (ayl\u0131k)\/\u00d6nceki: % 0.0<br \/>\n11:00\/Almanya\/Brandenburg T\u00dcFE (y\u0131ll\u0131k)\/\u00d6nceki: + % 0.9<br \/>\n11:00\/Almanya\/Hesse T\u00dcFE (ayl\u0131k)\/\u00d6nceki: + % 0.1<br \/>\n11:00\/Almanya\/Hesse T\u00dcFE (y\u0131ll\u0131k)\/\u00d6nceki: + % 0.8<br \/>\n11:00\/Almanya\/Bavyera T\u00dcFE (ayl\u0131k)\/\u00d6nceki: + % 0.1<br \/>\n11:00\/Almanya\/Bavyera T\u00dcFE (y\u0131ll\u0131k)\/\u00d6nceki: + % 0.8<br \/>\n11:30\/Almanya\/K. Rheine Westphalia T\u00dcFE (ayl\u0131k)\/\u00d6nceki: % 0.0<br \/>\n11:30\/Almanya\/K. Rheine Westphalia T\u00dcFE (y\u0131ll\u0131k)\/\u00d6nceki: + % 1.1<br \/>\n11:30\/\u0130ngiltere\/Lloyds \u0130\u015f D\u00fcnyas\u0131 Barometresi\/Ekim\/\u00d6nceki: 57<br \/>\n12:00\/Euro B\u00f6lgesi\/Ekonomik G\u00fcven Endeksi\/Ekim\/\u00d6nceki: 99.9<br \/>\n12:00\/Euro B\u00f6lgesi\/Sanayi Kesimi G\u00fcven Endeksi\/Ekim\/\u00d6nceki: &#8211; 5.5<br \/>\n12:00\/Euro B\u00f6lgesi\/T\u00fcketici G\u00fcveni Endeksi\/Ekim\/\u00d6nceki: &#8211; 11.1<br \/>\n12:00\/Euro B\u00f6lgesi\/Hizmet Sekt\u00f6r\u00fc G\u00fcven Endeksi\/Ekim\/\u00d6nceki: 3.2<br \/>\n12:00\/Euro B\u00f6lgesi\/\u0130\u015f D\u00fcnyas\u0131 G\u00fcven G\u00f6stergesi\/Ekim\/\u00d6nceki: 0.07<br \/>\n13:00\/Rusya\/Alt\u0131n ve D\u00f6viz Rezervi\/24 Ekim\/\u00d6nceki: 443.8 milyar<br \/>\n14:30\/ABD\/\u0130\u015fsizlik Ba\u015fvurular\u0131\/25 Ekim\/\u00d6nceki: 283,000<br \/>\n14:30\/ABD\/GSY\u0130H Y\u0131ll\u0131kladn\u0131r\u0131lm\u0131\u015f (\u00e7eyrek)\/3. \u00c7eyrek\/Beklenti: + % 3.0\/\u00d6nceki: + % 4.6<br \/>\n14:30\/ABD\/S\u00fcregelen \u0130\u015fsizlik Ba\u015fvurular\u0131\/18 Ekim\/\u00d6nceki: 2,351,000<br \/>\n14:30\/ABD\/Ki\u015fisel T\u00fcketim\/3. \u00c7eyrek\/Beklenti: + % 2.0\/\u00d6nceki: + % 2.5<br \/>\n14:30\/ABD\/GSY\u0130H Fiyat Endeksi\/3. \u00c7eyrek\/Beklenti: + % 1.5\/\u00d6nceki: + % 2.1<br \/>\n14:30\/ABD\/\u00c7ekirdek Ki\u015fisel T\u00fcketim Harcamalar\u0131 Fiyat Endeksi (\u00e7eyrek)\/3. \u00c7eyrek\/\u00d6nceki: + % 2.0<br \/>\n15:00\/Almanya\/T\u00dcFE (ayl\u0131k)\/Ekim\/\u00d6nceki: % 0.0<br \/>\n15:00\/Almanya\/T\u00dcFE (y\u0131ll\u0131k)\/Ekim\/\u00d6nceki: + % 0.8<br \/>\n15:00\/Almanya\/AB Uyumlu T\u00dcFE (ayl\u0131k)\/Ekim\/\u00d6nceki: % 0.0<br \/>\n15:00\/Almanya\/AB Uyumlu T\u00dcFE (y\u0131ll\u0131k)\/Ekim\/\u00d6nceki: + % 0.8<br \/>\n15:45\/ABD\/Bloomberg T\u00fcketici Konforu Endeksi\/26 Ekim\/\u00d6nceki: 37.7<\/p>\n<p><strong>31 Ekim Cuma<\/strong><\/p>\n<p>12:00\/Euro B\u00f6lgesi\/\u0130\u015fsizlik Oran\u0131\/Eyl\u00fcl\/\u00d6nceki: % 11.5<br \/>\n12:00\/Euro B\u00f6lgesi\/T\u00dcFE Tahmini (y\u0131ll\u0131k)\/Ekim\/\u00d6nceki:<br \/>\n12:00\/Euro B\u00f6lgesi\/\u00c7ekirdek T\u00dcFE (y\u0131ll\u0131k)\/Ekim\/\u00d6nceki: + % 0.8<br \/>\n14:30\/ABD\/istihdam Maliyet Endeksi\/3. \u00c7eyrek\/Beklenti: + % 0.5\/\u00d6nceki: + % 0.7<br \/>\n14:30\/ABD\/Ki\u015fisel Gelir\/Eyl\u00fcl\/Beklenti: + % 0.3\/\u00d6nceki: + % 0.3<br \/>\n14:30\/ABD\/Ki\u015fisel Harcamalar\/Eyl\u00fcl\/Beklenti: + % 0.1\/\u00d6nceki: + % 0.5<br \/>\n14:30\/ABD\/Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) Deflat\u00f6r (ayl\u0131k)\/Eyl\u00fcl\/Beklenti: % 0.0\/\u00d6nceki: % 0.0<br \/>\n14:30\/ABD\/Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) Deflat\u00f6r (y\u0131ll\u0131k)\/Eyl\u00fcl\/\u00d6nceki: + % 1.5<br \/>\n14:30\/ABD\/\u00c7ekirdek Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) Deflat\u00f6r (ayl\u0131k)\/Eyl\u00fcl\/Beklenti: + % 0.1\/\u00d6nceki: + % 0.1<br \/>\n14:30\/ABD\/\u00c7ekirdek Ki\u015fisel T\u00fcketim Harcamalar\u0131 (PCE) Deflat\u00f6r (y\u0131ll\u0131k)\/Eyl\u00fcl\/\u00d6nceki: + % 1.5<br \/>\n15:00\/ABD\/ISM Milwaukee\/Ekim\/\u00d6nceki: 63.18<br \/>\n15:45\/ABD\/Chicago Sat\u0131nalma Y\u00f6neticileri Endeksi\/Ekim\/Beklenti: 61.0\/\u00d6nceki: 60.5<br \/>\n15:55\/ABD\/Michigan \u00dcniversitesi G\u00fcven Endeksi\/Ekim\/Beklenti: 86.4\/\u00d6nceki: 86.4<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en haftay\u0131 y\u00fczde 4.04&#8217;l\u00fck sert y\u00fckseli\u015fle kapatan BIST-100 endeksi i\u00e7in \u00a0bu hafta FED&#8217;in toplant\u0131 sonu\u00e7lar\u0131 belirleyici olacakt\u0131r. \u00c7ar\u015famba gecesi saat 21:00&#8217;de a\u00e7\u0131klanacak olan FED karar\u0131n\u0131n&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-36582","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\/36582","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=36582"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/36582\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=36582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=36582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=36582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}