{"id":40777,"date":"2015-08-19T08:44:01","date_gmt":"2015-08-19T05:44:01","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=40777"},"modified":"2015-08-19T09:14:55","modified_gmt":"2015-08-19T06:14:55","slug":"bindik-bir-alamete","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/bindik-bir-alamete\/","title":{"rendered":"Bindik Bir Alamete&#8230; Ama&#8230;"},"content":{"rendered":"<p><em><strong>Bug\u00fcn k\u0131sa bir yorum vermek zorunday\u0131m \u00e7\u00fcnk\u00fc yay\u0131na az bir s\u00fcre kald\u0131. D\u00fcn Merkez bankas\u0131 kararlar\u0131 sonras\u0131nda piyasalar da dalga boylar\u0131 artt\u0131.<\/strong> <\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3941025469\"><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>Dolar 2.91&#8217;e yakla\u015f\u0131rken, g\u00f6sterge faiz 10.68&#8217;e y\u00fckseldi, borsada da y\u00fczde 1.25 oran\u0131nda d\u00fc\u015f\u00fc\u015f vard\u0131. Merkez Bankas\u0131 karar\u0131na ili\u015fkin ayr\u0131nt\u0131l\u0131 yorum ve analizimi bug\u00fcn gazetesindeki yaz\u0131mda okuyabilirsiniz..<\/p>\n<p>Piyasa d\u00fcn MB&#8217;n\u0131n kararlar\u0131 sonras\u0131nda g\u00f6rd\u00fc ki; MB&#8217;n\u0131n d\u00f6vizin y\u00fckseli\u015finden pek de rahats\u0131z de\u011fildi. A\u00e7\u0131klad\u0131\u011f\u0131 yol haritas\u0131 asl\u0131nda bilinen ve \u015fu ana kadar yap\u0131lmakta olan \u015feylerdi. Ayr\u0131ca bu yol haritas\u0131n\u0131n FED faiz art\u0131r\u0131m \u00f6ncesi (normalle\u015fme \u00f6ncesi), FED faiz art\u0131r\u0131m s\u00fcreci (normalle\u015fme s\u00fcreci) ve FED faiz art\u0131r\u0131m sonras\u0131 \u00a0(Normalle\u015fme Sonras\u0131) i\u00e7in uygulan\u0131lmas\u0131 d\u00fc\u015f\u00fcn\u00fclen politikalar hem anla\u015f\u0131lmad\u0131 hem de hi\u00e7 g\u00fcven vermedi.<\/p>\n<p>Fakat iyi olan bir \u015fey var ki; g\u00f6r\u00fcnen bir\u00e7ok\u00a0olumsuz beklentiler fiyatlara yans\u0131d\u0131, ama hen\u00fcz yas\u0131mayanlar da var. Yans\u0131yanlar;<\/p>\n<p>&#8211; Erken se\u00e7im art\u0131k kesin gibi ve Kas\u0131m&#8217;dan \u00f6nce se\u00e7ime gidiyoruz: Bu beklenti fiyatlara yans\u0131d\u0131 \u015fimdi art\u0131k nas\u0131l olsa se\u00e7imden sonra mecburen bir h\u00fckumet kurulacak beklentisi hakim olacak (Piyasalar i\u00e7in olumlu)<\/p>\n<p>&#8211; AKP 12 Eyl\u00fcl&#8217;de kongresini yapacak (B\u00fcy\u00fck olas\u0131l\u0131kla Davuto\u011flu gidiyor ve yerine Tam anlam\u0131yla s\u00f6z dinleyen birinin gelmesi olas\u0131l\u0131\u011f\u0131 y\u00fcksek , piyasalara nas\u0131l yans\u0131r bilemiyorum)<\/p>\n<p>&#8211; Cumhurba\u015fkan\u0131 CHP&#8217;ye h\u00fckumeti kurma g\u00f6revini vermeyecek (Bu haber piyasalar i\u00e7in olumlu&#8230; \u00c7\u00fcnk\u00fc yeni beklentiler olu\u015fmayacak. Zaten MHP CHP&#8217;nin kuraca\u011f\u0131 bir az\u0131nl\u0131k h\u00fckumetine destek vermeyece\u011fini a\u00e7\u0131klad\u0131)<\/p>\n<p>&#8211; Merkez BAnkas\u0131&#8217;n\u0131n akl\u0131nda faizi art\u0131rmak gibi bir se\u00e7enek yok. Sadece fonlama maliyetini y\u00fczde 9 civar\u0131na \u00e7ekecekler. (Merkez BAnkas\u0131&#8217;n\u0131n niyeti net g\u00f6r\u00fcld\u00fc\u011f\u00fc i\u00e7in ve \u00a0faiz art\u0131r\u0131lmayaca\u011f\u0131 ortaya \u00e7\u0131kt\u0131\u011f\u0131 i\u00e7in dolar bunu hemen fiyatlad\u0131 ve belirli bir s\u00fcreye b\u0131rakmad\u0131. Yani MB acaba gelecek toplant\u0131da faiz art\u0131r\u0131r m\u0131 gibi bir soru ve belirsizlik kalmad\u0131)<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2836225177\"><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>&#8211; Merkez Bankas\u0131 g\u00fcnl\u00fck d\u00f6viz sat\u0131\u015flar\u0131na ba\u015flayacak. (Daha \u00f6nce de uygulanan ve pek de i\u015fe yaramayan bu uygulaman\u0131n net bir etkisi yok.)<\/p>\n<p><strong>Fiyatlara Yans\u0131mayan Beklentiler&#8230;<\/strong><\/p>\n<p>&#8211; Bug\u00fcn ABD&#8217;de T\u00dcFE verileri \u00e7ok \u00f6nemli, beklentilerden y\u00fcksek bir t\u00dcFE dolarda 2.92&#8217;nin ge\u00e7ilmesine neden olabilir.<\/p>\n<p>&#8211; Bu ak\u015fam a\u00e7\u0131klanacak FED toplant\u0131 tutanaklar\u0131 saat 22:00 itibariyle dolar kuruna tam yans\u0131m\u0131\u015f olur&#8230;<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3672976917\"><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>&#8211; Asya&#8217;da \u00c7in&#8217;in deval\u00fcasyonu ile ba\u015flayan kur sava\u015flar\u0131, d\u00fcnya geneline yay\u0131l\u0131yor, bizim bu sava\u015fa girmemize gerek kalmad\u0131, siyasiler sayesinde zaten yeterince deval\u00fcasyon yapt\u0131k ama k\u00f6t\u00fc olan \u015fu ki, Asya \u00fclkeleri gibi \u00a0kendimiz \u00fcretip satma\u0131yruz, kendimiz ithal edip monte edip sat\u0131yoruz. Tar\u0131m \u00fcr\u00fcnlerinde bile en \u00e7ok \u00fcretti\u011fimiz \u00fcr\u00fcnde bile (f\u0131nd\u0131k) fiyat\u0131 biz belirlemiyoruz. Kur sava\u015flar\u0131 k\u00fcresel k\u0131r\u0131lganl\u0131\u011fa ve yeni bir k\u00fcresel krize yol a\u00e7abilir ve bu durum fiyatlara hen\u00fcz girmedi ama bu risk orta vadeli bir risk olarak kar\u015f\u0131m\u0131zda duruyor.<\/p>\n<p>&#8211; K\u00fcresel tahvil balonundan sesler geliyor, patlarsa Atat\u00fcrk Baraj\u0131n\u0131n patlay\u0131p b\u00fct\u00fcn mezopotamyay\u0131 su alt\u0131nda b\u0131rakmas\u0131 kadar etkili olur, bu hen\u00fcz hi\u00e7 yans\u0131mad\u0131 (Orta vadeli bir risktir)<\/p>\n<p>&#8211; Hisse senetleri bug\u00fcn d\u00fc\u015ferek a\u00e7\u0131lacakt\u0131r. Asya \u00e7ok k\u00f6t\u00fc ve di\u011fer d\u0131\u015f borsalar da k\u00f6t\u00fc g\u00f6r\u00fcn\u00fcyor, ama endeks dolar baz\u0131nda 2.5 dolara do\u011fru yakla\u015f\u0131yor, bu durum k\u0131sa s\u00fcre i\u00e7inde yat\u0131r\u0131mc\u0131lar\u0131n i\u015ftah\u0131n\u0131n artmas\u0131na neden olacakt\u0131r. Bug\u00fcn ve yar\u0131n olabilecek sert d\u00fc\u015f\u00fc\u015f riski var ama yabanc\u0131lar 2.90 \u00fczerinde dolar bozdurup en az\u0131ndan k\u0131sa vadeli borsaya girebilir ama bunun etkisini en erken 2-3 g\u00fcn i\u00e7inde g\u00f6rebiliriz.<\/p>\n<p>Yani bindik bir alamete ama bir hafta i\u00e7inde piyasalar bir anda olumluya d\u00f6nerse de \u015fa\u015f\u0131rmay\u0131n&#8230; \u00c7\u00fcnk\u00fc olumsuz beklentilerin \u00e7o\u011fu fiyatland\u0131 ve \u00f6zellikle &#8220;Se\u00e7imden sonra nas\u0131l olsa birbirlerine mahkum olup h\u00fckumet kuracaklar&#8221; beklentisi \u00f6nemli bir beklentiye d\u00f6n\u00fc\u015febilir&#8230;<\/p>\n<p>Herkese iyi seyirler&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bug\u00fcn k\u0131sa bir yorum vermek zorunday\u0131m \u00e7\u00fcnk\u00fc yay\u0131na az bir s\u00fcre kald\u0131. D\u00fcn Merkez bankas\u0131 kararlar\u0131 sonras\u0131nda piyasalar da dalga boylar\u0131 artt\u0131. Dolar 2.91&#8217;e yakla\u015f\u0131rken,&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":[1464,1465,769,715],"class_list":["post-40777","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-tahminleri","tag-borsa-tuyolari","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/40777","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=40777"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/40777\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=40777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=40777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=40777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}