{"id":41291,"date":"2015-09-14T08:41:51","date_gmt":"2015-09-14T05:41:51","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=41291"},"modified":"2015-09-14T09:07:49","modified_gmt":"2015-09-14T06:07:49","slug":"kritik-bir-hafta","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/kritik-bir-hafta\/","title":{"rendered":"Kritik Bir hafta"},"content":{"rendered":"<p><em><strong>Amerika Merkez Bankas\u0131 (FED)&#8217;in bu hafta yapaca\u011f\u0131 toplant\u0131 ana g\u00fcndemi olu\u015ftururken, cuma g\u00fcn\u00fc da FITCH \u00fclke notumuzu g\u00fcncelleyecek.<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3310507962\"><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>FITCH&#8217;den not de\u011fi\u015fimi beklenmiyor. Borsa ge\u00e7en hafta 71.351 seviyesinden kapan\u0131rken, dolar\/TL kuru bu sabah 3.0425 seviyesinde bulunuyor. FED toplant\u0131s\u0131 sal\u0131 ve \u00e7ar\u015famba g\u00fcn\u00fc yap\u0131lacak. FED bu\u00a0\u00a0iki g\u00fcnl\u00fck toplant\u0131da faiz art\u0131r\u0131m\u0131na ba\u015flay\u0131p ba\u015flamamaya karar verecek. Kararlar 17 Eyl\u00fcl g\u00fcn\u00fc saat 21:00\u2019de a\u00e7\u0131klanacak ve saat 21:30\u2019da\u00a0<strong>FED Ba\u015fkan\u0131 Janet Yellen\u2019<\/strong>in bas\u0131n toplant\u0131s\u0131 olacak. Bu toplant\u0131da sorulara verece\u011fi cevaplar da piyasa \u00fczerinde ve \u00f6zellikle de o saatlerde a\u00e7\u0131k olan FX piyasalar\u0131nda, dolar\/TL kurunda sert dalgalanmalara neden olabilir.<\/p>\n<p>\u00c7in sanayi \u00fcretimi verileri pazar g\u00fcn\u00fc a\u00e7\u0131kland\u0131. y\u00fczde 6.5 b\u00fcy\u00fcme beklenirken, y\u00fczde 6.1 olarak ger\u00e7ekle\u015fti ve bu sabah \u00c7in borsas\u0131 y\u00fczde 3&#8217;e yak\u0131n de\u011fer kaybetmi\u015f durumda. Asya borsalar\u0131 da genel olarak a\u015fa\u011f\u0131 e\u011fimli bir g\u00f6r\u00fcnt\u00fc veriyorlar.<\/p>\n<p>Yar\u0131n (15 Eyl\u00fcl) ABD\u2019nin perakende sat\u0131\u015flar\u0131 verisinde y\u00fckseli\u015f bekleniyor. Tam da FED toplant\u0131s\u0131 \u00f6ncesinde perakende sat\u0131\u015flarda istenildi\u011fi kadar y\u00fckseli\u015f olmamas\u0131 veya d\u00fc\u015f\u00fc\u015f olmas\u0131 piyasalar\u0131m\u0131zda olumlu bir hava estirebilir. Ayr\u0131ca ABD\u2019nin sanayi \u00fcretim verisi de ayn\u0131 g\u00fcn a\u00e7\u0131klanacak olup, imalat sanayi \u00fcretimi ve kapasite kullan\u0131m oranlar\u0131n\u0131 da g\u00f6rm\u00fc\u015f olaca\u011f\u0131z. Ge\u00e7en ay sanayi \u00fcretimi y\u00fczde 0.6 artarken, imalat sanayi \u00fcretimi y\u00fczde 0.8 artm\u0131\u015f, kapasite kullan\u0131m oran\u0131 da y\u00fczde 78 olarak ger\u00e7ekle\u015fmi\u015fti.<\/p>\n<p>\u00c7ar\u015famba g\u00fcn\u00fcne kadar piyasalar\u0131m\u0131zda belirgin bir iyile\u015fme beklemiyorum. Zaman zaman borsada yukar\u0131 hareketler\u00a0olsa da, 73.500 direnci \u00f6nemli. Endeksin 71.500 alt\u0131nda kapan\u0131\u015f yapmam\u0131\u015f olmas\u0131 zay\u0131fl\u0131\u011f\u0131n en az\u0131ndan FED toplant\u0131s\u0131na kadar devam edece\u011fini g\u00f6steriyor. Piyasada i\u015flem hacmi iyice zay\u0131flad\u0131 ve bu haftaya ba\u015flarken zay\u0131f i\u015flem hacminin devam etti\u011fini g\u00f6rece\u011fiz. K\u00fcresel piyasalarda ani bir ortakla\u015fa bozulma olmad\u0131\u011f\u0131 s\u00fcrece BIST-100 endeksi i\u00e7in 70 bin seviyesinin alt\u0131nda kapan\u0131\u015f beklemiyorum. Fakat FED&#8217;in faiz art\u0131rmas\u0131 s\u00f6z konusu olursa, per\u015fembe ve cuma g\u00fcn\u00fc endeks 70 bini a\u015fa\u011f\u0131 k\u0131rarak 67 bine do\u011fru yol al\u0131r. FED toplant\u0131s\u0131ndan faiz art\u0131\u015f\u0131 gelmezse tam tersine endeks h\u0131zl\u0131 bir \u015fekilde kendini 73.500 \u00fczerine atmak ister. Sizler FED toplant\u0131s\u0131 \u00f6ncesinde nas\u0131l bir beklenti i\u00e7erisindeyseniz ona g\u00f6re pozisyonlar\u0131n\u0131z\u0131 belirlemelisiniz. E\u011fer faiz art\u0131raca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorsan\u0131z, nakde ge\u00e7ip beklemek, art\u0131rmayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorsan\u0131z, d\u00fc\u015f\u00fc\u015flerde al\u0131m yapmak anlaml\u0131 olabilir. Benim fikrimi merak ediyorsan\u0131z, \u015fu an Yellen&#8217;in bile bu toplant\u0131da faiz art\u0131r\u0131l\u0131p art\u0131r\u0131lmayaca\u011f\u0131n\u0131 tam olarak bildi\u011fini zannetmiyorum. \u0130ki g\u00fcnl\u00fck toplant\u0131daki tart\u0131\u015fmalar sonras\u0131nda bu karar verilecektir. Fakat \u015fu an kadar verilen sinyallere bakarak, genel olarak piyasa faiz art\u0131\u015f\u0131na y\u00fczde 30 civar\u0131nda olas\u0131l\u0131k veriyor.<\/p>\n<p>Bu t\u00fcr bir zamanda yukar\u0131da anlatt\u0131\u011f\u0131m olas\u0131l\u0131klar\u0131 da g\u00f6z \u00f6n\u00fcnde bulundurarak,\u00a0elimde hisse olsayd\u0131 nas\u0131l bir strateji izlerdim? Tahminen bu hisselere hi\u00e7 dokunmaz ve yeni al\u0131m da yapmazd\u0131m ve endeksin 70 binlere kadar d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc de g\u00f6ze alarak beklemeyi tercih ederdim.<\/p>\n<p>Borsa bu sabah zay\u0131f a\u00e7\u0131labilir ve 71 bin civar\u0131n\u0131 g\u00f6rebilir, \u00a0fakat sonras\u0131nda yeniden y\u00fckseli\u015f deneyece\u011fini ve FED toplant\u0131s\u0131 \u00f6ncesine kadar yukar\u0131 y\u00f6nl\u00fc \u00e7aba i\u00e7erisinde olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Bu arada d\u0131\u015f k\u00fcresel ko\u015fullarda ani bir olay olmayaca\u011f\u0131n\u0131 varsay\u0131yorum.<\/p>\n<p>Dolar\/TL kurunda ise 3 TL seviyesi destek oldu. Tahminen dolar 3 Tl civar\u0131nda 5 kuru\u015fluk bantta hareket etmeye devam edecektir. 3.05&#8217;in tekrar yukar\u0131 ge\u00e7ilmesi durumunda 3.10&#8217;a do\u011fru h\u0131zl\u0131 y\u00fckseli\u015f olur. 3 TL&#8217;nin alt\u0131na d\u00fc\u015f\u00fc\u015f durumunda ise 2.95-2.97 aral\u0131\u011f\u0131nda al\u0131c\u0131lar\u0131n gelece\u011fini d\u00fc\u015f\u00fcn\u00fcyorum.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2533148168\"><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>Bol kazan\u00e7l\u0131 bir hafta olmas\u0131 dile\u011fiyle&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Amerika Merkez Bankas\u0131 (FED)&#8217;in bu hafta yapaca\u011f\u0131 toplant\u0131 ana g\u00fcndemi olu\u015ftururken, cuma g\u00fcn\u00fc da FITCH \u00fclke notumuzu g\u00fcncelleyecek. FITCH&#8217;den not de\u011fi\u015fimi beklenmiyor. Borsa ge\u00e7en hafta&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-41291","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\/41291","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=41291"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/41291\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=41291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=41291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=41291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}