{"id":39724,"date":"2015-05-25T08:29:40","date_gmt":"2015-05-25T05:29:40","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=39724"},"modified":"2015-05-25T08:34:35","modified_gmt":"2015-05-25T05:34:35","slug":"yeni-haftanin-piyasa-dinamikleri","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/yeni-haftanin-piyasa-dinamikleri\/","title":{"rendered":"Yeni Hafta&#8217;n\u0131n Piyasa Dinamikleri"},"content":{"rendered":"<p><em><strong>Ge\u00e7en hafta biterken en \u00f6nemli g\u00fcndem maddelerinden biri Yellen&#8217;in konu\u015fmas\u0131yd\u0131. Konu\u015fma sonras\u0131nda euro-dolar paritesi h\u0131zla a\u015fa\u011f\u0131 giderken, dolar\/TL yukar\u0131 gitti.<\/strong> <\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3754161291\"><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>Bu y\u0131l i\u00e7inde bir faiz art\u0131r\u0131m\u0131n\u0131 sinyal verdi ve en \u00f6nemlisi de, e\u011fer faiz art\u0131rmakta gecikilirse bunun maliyetinin y\u00fcksek olaca\u011f\u0131n\u0131 s\u00f6yledi. Konu\u015fmas\u0131ndan anlad\u0131\u011f\u0131m kadar\u0131yla, daha \u00f6nce de yaz\u0131lar\u0131mda belirtti\u011fim \u00fczere, enflasyona bakacaklar. \u0130stihdam piyasas\u0131n\u0131 zaten olumlu g\u00f6r\u00fcyorlar. Ge\u00e7en hafta zaten \u00e7ekirdek enflasyon da y\u00fczde 1.8&#8217;e kadar y\u00fckselmi\u015f durumda ve petrol fiyatlar\u0131n\u0131n yeniden artmaya ba\u015flamas\u0131 ile birlikte sonbahara do\u011fru \u00c7ekirdek T\u00dcFE 2&#8217;ye yakla\u015f\u0131r ve Eyl\u00fcl&#8217;de faiz art\u0131r\u0131m\u0131n\u0131 g\u00f6r\u00fcr\u00fcz.<\/p>\n<p>Dolar\/TL kuru bu sabah 2.6030 civar\u0131nda bulunuyor. Ge\u00e7en hafta en d\u00fc\u015f\u00fck 2.5650 civar\u0131n\u0131 g\u00f6rd\u00fc ve buradan yukar\u0131 d\u00f6nd\u00fc. \u015eu an teknik olarak 2.5850 civar\u0131nda bir destek bulunuyor. Bu seviyenin alt\u0131na d\u00fc\u015fmek istemeyecektir. 2.61 seviyesi ge\u00e7ildi\u011finde 2.6350-2.65 aral\u0131\u011f\u0131 hedef olacakt\u0131r. Cuma g\u00fcn\u00fc bir anket \u015firketinin sonu\u00e7lar\u0131 da borsa ve dolar \u00fczerinde \u00e7ok etkili oldu. Bug\u00fcn de bir se\u00e7im anketi g\u00f6rece\u011fiz. Sonar se\u00e7im anket sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. DOlay\u0131s\u0131yla piyasalar buna hassas olabilir.<\/p>\n<p>Borsaya gelince, daha \u00f6nceki yorumlar\u0131mda 87 bin \u00fczerini riskli g\u00f6rd\u00fc\u011f\u00fcm\u00fc belirtiyordum ve bu seviye a\u015fa\u011f\u0131 k\u0131r\u0131ld\u0131\u011f\u0131nda sat\u0131\u015f bask\u0131s\u0131n\u0131n artabilece\u011fini belirtiyordum. Bors ai\u00e7in g\u00f6r\u00fc\u015f\u00fcmde bir de\u011fi\u015fiklik yok. 87 bin \u00fczerini hala riskli g\u00f6r\u00fcyorum. Se\u00e7im \u00f6ncesinde borsaya ili\u015fkin tahmin yapmak zor.<\/p>\n<p>Borsada\u00a087 bin seviyesinde \u00f6nemli bir diren\u00e7 vard\u0131, bu seviye yukar\u0131 k\u0131r\u0131ld\u0131 ama bir bo\u011fa tuza\u011f\u0131 olu\u015ftu ve yeniden 87 binin\u00a0 alt\u0131na d\u00fc\u015ft\u00fc. Normalde endeksin y\u00fckseli\u015fine devam etmesi i\u00e7in en fazla 87 bin civar\u0131na gerileme yap\u0131p g\u00fc\u00e7 toplamas\u0131 ve sonras\u0131nda da yukar\u0131 hareketine devam etmesi gerekiyordu. Durum b\u00f6yle olunca, endeks yeniden y\u00fckseli\u015fe ge\u00e7er mi? Diye soranlara cevab\u0131m \u00e7ok net. Y\u00fckseli\u015fe ge\u00e7ebilir fakat 87.00-87.250 aral\u0131\u011f\u0131 yeni diren\u00e7 seviyesi olacakt\u0131r. Se\u00e7ime az bir s\u00fcre kald\u0131. Bu s\u00fcre i\u00e7inde endeksin 83.500 ile 87 bin aral\u0131\u011f\u0131nda hareket etmesi olas\u0131l\u0131\u011f\u0131 daha y\u00fcksek g\u00f6r\u00fcn\u00fcyor. Fakat se\u00e7im haftas\u0131nda sert hareketler olu\u015fabilece\u011fi i\u00e7in yat\u0131r\u0131mc\u0131lar dikkatli olmal\u0131. Bu se\u00e7ime nakit ve hisse pozisyonu ba\u011flam\u0131nda nas\u0131l girerdiniz? Se\u00e7im anketlerine g\u00f6re AKP&#8217;nin yeniden tek ba\u015f\u0131na iktidar olma \u015fans\u0131 y\u00fczde 50-50 oldu\u011fu i\u00e7in y\u00fczde 50 hisse, y\u00fczde 50 nakitte girmek anlaml\u0131d\u0131r. Y\u00fczde 50 hisse olan k\u0131s\u0131m i\u00e7in iyi hisseler se\u00e7melisiniz.<\/p>\n<p>Bu\u00a0haftaya bakt\u0131\u011f\u0131m\u0131zda bug\u00fcn\u00a0ABD\u2019de piyasalar kapal\u0131 olacak ve \u00f6nemli bir veri yok. Sal\u0131 g\u00fcn\u00fc en \u00f6nemli veri dayan\u0131kl\u0131 t\u00fcketim mal\u0131 sipari\u015fleri olup, ge\u00e7en ay y\u00fczde 0.5 art\u0131\u015f beklenirken, y\u00fczde 4 gibi \u00e7ok \u00f6nemli bir art\u0131\u015f yapm\u0131\u015ft\u0131. \u0130kinci veri yeni konut sat\u0131\u015flar\u0131 olacakt\u0131r. \u00c7ar\u015famba g\u00fcn\u00fc \u00f6nemli bir veri yok. Per\u015fembe g\u00fcn\u00fc i\u015fsizlik ba\u015fvurular\u0131 yine dikkat \u00e7ekecektir. Ama en \u00f6nemli veriler Cuma g\u00fcn\u00fcne s\u0131k\u0131\u015fm\u0131\u015f durumda. GSYH b\u00fcy\u00fcme verisi, T\u00fcketici g\u00fcven endeksi ve Chicago PMI endeksleri piyasalarda \u00e7ok sert hareketler yaratabilir.<\/p>\n<p><a href=\"http:\/\/www.bugun.com.tr\/piyasalara-bakarken-bizler-ve-sizler-yazisi-1655454\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">&#8220;Piyasalara Bakarken, bizler ve sizler&#8221; <\/a>ba\u015fl\u0131kl\u0131 yaz\u0131m\u0131 okuman\u0131z faydal\u0131 olabilir.<\/p>\n<p>Herkese bol kazan\u00e7l\u0131 g\u00fcnler<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2048046780\"><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","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en hafta biterken en \u00f6nemli g\u00fcndem maddelerinden biri Yellen&#8217;in konu\u015fmas\u0131yd\u0131. Konu\u015fma sonras\u0131nda euro-dolar paritesi h\u0131zla a\u015fa\u011f\u0131 giderken, dolar\/TL yukar\u0131 gitti. Bu y\u0131l i\u00e7inde bir faiz&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":[1083,1084,769,715],"class_list":["post-39724","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-araci-kurum-arastirma-raporlari","tag-borsa-egitimleri","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/39724","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=39724"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/39724\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=39724"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=39724"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=39724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}