{"id":39963,"date":"2015-06-10T08:37:26","date_gmt":"2015-06-10T05:37:26","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=39963"},"modified":"2015-06-10T09:07:06","modified_gmt":"2015-06-10T06:07:06","slug":"secim-sonrasi-piyasa-reaksiyonlari","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/secim-sonrasi-piyasa-reaksiyonlari\/","title":{"rendered":"Se\u00e7im Sonras\u0131 Piyasa Reaksiyonlar\u0131"},"content":{"rendered":"<p><strong><em>Se\u00e7im sonras\u0131ndaki ilk g\u00fcnde y\u00fczde 5&#8217;in biraz \u00fczerinde de\u011fer kaybeden BIST-100 endeksi d\u00fcn y\u00fczde 0.44 y\u00fckseli\u015fle 78.146 seviyesinden kapand\u0131.<\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1826617244\"><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>Se\u00e7im \u00f6ncesi seviyesine g\u00f6re \u015fu an yakla\u015f\u0131k 3800 puan a\u015fa\u011f\u0131da bulunuyor. Dolar\/TL kuru se\u00e7im sonras\u0131 ilk g\u00fcnde 2.81&#8217;e dayand\u0131ktan sonra 2.7360 seviyelerine kadar geriledi ve \u015fu s\u0131ralar 2.7435 civar\u0131ndan i\u015flem oluyor. G\u00f6sterge faiz\u00a0ise se\u00e7im sonras\u0131 ilk g\u00fcnde y\u00fczde 10.49 seviyesine gelmi\u015fti, d\u00fcnk\u00fc kapan\u0131\u015f y\u00fczde 10.29 seviyesindeydi.<\/p>\n<p>T\u00fcm bu veriler \u015funu g\u00f6steriyor. Se\u00e7im sonras\u0131nda koalisyonun ortaya \u00e7\u0131km\u0131\u015f olmas\u0131 piyasalar taraf\u0131ndan vahim bir tablo olarak alg\u0131lanmad\u0131. Son u\u00e7ta Cumhurba\u015fkan\u0131&#8217;n\u0131n Erdem Ba\u015f\u00e7\u0131&#8217;ya bask\u0131s\u0131 s\u0131ras\u0131nda da dolar 2.74&#8217;leri g\u00f6rm\u00fc\u015ft\u00fc. D\u00fcnk\u00fc k\u00f6\u015fe yaz\u0131mda belirtti\u011fim \u00fczere, dolar\u0131n hala g\u00f6rece sakin kalmas\u0131n\u0131n ana nedeni, piyasalar\u0131n Merkez Bankas\u0131&#8217;n\u0131n elinin g\u00fc\u00e7lendi\u011fini g\u00f6r\u00fcyor olmas\u0131ndand\u0131r. Borsan\u0131n 75.269 seviyesini g\u00f6r\u00fcp iki g\u00fcnde yakla\u015f\u0131k 3 bin puan artmas\u0131 da &#8220;bekleyelim g\u00f6relim&#8221; beklentisini yans\u0131t\u0131yor. Faizlerin y\u00fczde 10&#8217;un \u00fczerinde olmas\u0131, dolar kurunun daha fazla yukar\u0131 gitmesini engellerken, bu arada Merkez Bankas\u0131&#8217;n\u0131n g\u00fcnl\u00fck olarak piyasaya sa\u011flad\u0131\u011f\u0131 TL&#8217;yi k\u0131smas\u0131 da faizlerin y\u00fczde 10 \u00fczerinde olmas\u0131n\u0131 sa\u011fl\u0131yor.<\/p>\n<p>\u015eu an en \u00f6nemli konu yeni h\u00fckumeti kim kuracak, kim kiminle koalisyon yapacak?<\/p>\n<p>Benim \u015fahsi g\u00f6r\u00fc\u015f\u00fcm, AKP&#8217;nin d\u0131\u015far\u0131dan destek alarak az\u0131nl\u0131k h\u00fckumetini kuraca\u011f\u0131 y\u00f6n\u00fcndedir. Ne CHP ne MHP ne de HDP AKP ile koalisyona girmez. \u00c7\u00fcnk\u00fc AKP&#8217;nin k\u0131rm\u0131z\u0131 \u00e7izgi olarak &#8220;yolsuzluk dosyalar\u0131n\u0131 a\u00e7mayacaks\u0131n\u0131z&#8221; \u015fart\u0131n\u0131 hi\u00e7 biri kabul etmez. CHP-MHP-HDP koalisyonu ise neredeyse imkans\u0131z g\u00f6r\u00fcn\u00fcyor. \u0130kinci en g\u00fc\u00e7l\u00fc olas\u0131l\u0131k ise CHP ve HDP&#8217;nin birlikte kuraca\u011f\u0131 h\u00fckumete MHP&#8217;nin d\u0131\u015far\u0131dan destek vermesi olabilir ama bu bile zor. En y\u00fcksek olas\u0131l\u0131\u011f\u0131 AKP&#8217;Nin az\u0131nl\u0131k h\u00fckumeti kurmas\u0131 olarak g\u00f6r\u00fcyorum. Bu t\u00fcr bir durum piyasalarda \u00e7ok ciddi olumlu bir hava yarat\u0131r. EN az\u0131ndan bir ka\u00e7 senelik s\u00fcre i\u00e7in \u00f6n\u00fcm\u00fcz\u00fc g\u00f6rebiliriz. Ama bir farkla, art\u0131k AKP istedi\u011fi yasay\u0131 bir torbaya koyup istedi\u011fi her \u015feyi yapamayacak.<\/p>\n<p>Sonu\u00e7ta konumuz piyasalar. D\u00fcn Davuto\u011flu istifa etti ve yeni h\u00fckumeti kurmakla g\u00f6revlendirildi. Bu a\u015famada Fuat Avni&#8217;nin yazd\u0131klar\u0131n\u0131 da dikkate almak gerekiyor. Daha \u00f6nce &#8220;krizden medet ummay\u0131n&#8221; diyen iktidar \u015fimdi &#8220;bak\u0131n koalsiyon dediniz i\u015fte kaos&#8221; diyorlar ve &#8220;ekonomik kriz olsa da millet g\u00f6r\u00fc\u015f\u00fcn\u00fc de\u011fi\u015ftirse&#8221; modundalar. \u00a0Ekonomik kriz \u00e7\u0131kart\u0131p sonra se\u00e7ime gitmeyi d\u00fc\u015f\u00fcn\u00fcyorlarm\u0131\u015f. E\u011fer b\u00f6yle bir d\u00fc\u015f\u00fcnce varsa bu \u00e7ok komik. AKP&#8217;yi bir ekonomik kriz getirdi o zaman, di\u011fer bir kriz g\u00f6t\u00fcrecek demektir. Bug\u00fcn gazetesinde bu konudaki k\u00f6\u015fe yaz\u0131m\u0131 okuyabilirsiniz.<\/p>\n<p>Borsa bug\u00fcn 77.350 seviyesini destek yaparak 77.500 ile 79 bin aral\u0131\u011f\u0131nda dalgalanabilir. Son iki g\u00fcndeki yukar\u0131 y\u00f6nl\u00fc tepkinin bug\u00fcn biraz geri \u00e7ekilmesini g\u00f6rebiliriz ama bu geri \u00e7eilmenin bir d\u00fczeltme \u015feklinde olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyorum. Borsa 75.500&#8217;e kadar d\u00fc\u015fse bile pozisyon bozman\u0131z\u0131 \u00f6nermiyorum ve beklemede kalmak \u015fu an en iyisi. Bu a\u015famada 75.250&#8217;nin a\u015fa\u011f\u0131 k\u0131r\u0131lmas\u0131n\u0131 gerektirecek bir durum en az\u0131ndan i\u00e7eriden kaynaklanan bir sebeple olmayacakt\u0131r. D\u0131\u015far\u0131da \u00e7ok \u00f6nemli bir sorun olur ve d\u00fcnya piyasalar\u0131ndan kaynaklanan bir d\u00fc\u015f\u00fc\u015f olursa bilemem.<\/p>\n<p>DOlar\/TL kuru b\u00fcy\u00fck olas\u0131l\u0131kla 2.77&#8217;yi diren\u00e7 yapacakt\u0131r ve \u00f6n\u00fcm\u00fczdeki birka\u00e7 hafta i\u00e7inde 2.68-2.70 band\u0131na do\u011fru gerilemenin devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcyorum. Bug\u00fcnl\u00fck bu kadar kal\u0131n sa\u011fl\u0131cakla&#8230;<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1751385738\"><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><a href=\"http:\/\/www.bugun.com.tr\/komik-senaryo-yazisi-1685918\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">Bug\u00fcn gazetesindeki &#8220;komik senaryo&#8221; ba\u015fl\u0131kl\u0131 yaz\u0131m\u0131\u00a0okumak i\u00e7in t\u0131klay\u0131n\u0131z&#8230;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Se\u00e7im sonras\u0131ndaki ilk g\u00fcnde y\u00fczde 5&#8217;in biraz \u00fczerinde de\u011fer kaybeden BIST-100 endeksi d\u00fcn y\u00fczde 0.44 y\u00fckseli\u015fle 78.146 seviyesinden kapand\u0131. Se\u00e7im \u00f6ncesi seviyesine g\u00f6re \u015fu an&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":[1084,769,715],"class_list":["post-39963","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-egitimleri","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/39963","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=39963"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/39963\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=39963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=39963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=39963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}