{"id":51792,"date":"2017-10-26T10:05:03","date_gmt":"2017-10-26T07:05:03","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=51792"},"modified":"2017-10-26T12:27:49","modified_gmt":"2017-10-26T09:27:49","slug":"piyasalarda-amerikadan-sonra-simdi-alman-stresi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalarda-amerikadan-sonra-simdi-alman-stresi\/","title":{"rendered":"Piyasalarda Amerika&#8217;dan Sonra \u015eimdi Alman Stresi"},"content":{"rendered":"<p><em><strong>D\u00fcn gece saat 23:00&#8217;e do\u011fru bir haber dolarda sert hareketler olu\u015fturdu. Almanya&#8217;n\u0131n T\u00fcrkiye&#8217;ye olan finansal ak\u0131\u015flar\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131na ve bu konuda Avrupa \u0130mar ve kalk\u0131nma bankas\u0131 (EBRD), Avrupa Yat\u0131r\u0131m Bankas\u0131 (EIB) gibi uluslararas\u0131 finansal kurulu\u015flar\u0131 harekete ge\u00e7irmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 haberi \u00e7\u0131kt\u0131. Ayr\u0131ca Almanya&#8217;n\u0131n kamu bankas\u0131 olan KwF&#8217;nin de T\u00fcrkiye&#8217;deki projeler i\u00e7in \u00e7ok ciddi bi\u00e7imde ince eleyip s\u0131k dokumaya ba\u015flad\u0131\u011f\u0131 ve bu bankadan T\u00fcrkiye&#8217;ye akacak kredilerin h\u00fckumetin onay\u0131nda olaca\u011f\u0131 haberi vard\u0131 (Haber Bloomberg.com sitesinde yay\u0131nland\u0131 ve linkli \u015f\u00f6yle:\u00a0<a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-10-25\/germany-said-to-tighten-screws-on-international-funds-to-turkey-j97b4ymr\" target=\"_blank\" rel=\"noopener nofollow external\" data-wpel-link=\"external\">https:\/\/www.bloomberg.com\/news\/articles\/2017-10-25\/germany-said-to-tighten-screws-on-international-funds-to-turkey-j97b4ymr<\/a> ). <\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1778440837\"><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>G\u00f6r\u00fcnen o ki, \u015fu an T\u00fcrkiye \u00fczerinde art\u0131k a\u00e7\u0131k bir \u015fekilde finansal bask\u0131 kurulmaya \u00e7al\u0131\u015f\u0131l\u0131yor ve alenen yap\u0131l\u0131yor. Haberin i\u00e7eri\u011fine bakt\u0131\u011f\u0131m\u0131zda ise, &#8220;konuya yak\u0131n uzmanlar&#8217;dan al\u0131nan habere g\u00f6re&#8221; ibaresi var. Yani Bloomberg sitesi bunu haber yaparken, resmi bir a\u00e7\u0131klamaya dayand\u0131rm\u0131yor ve T\u00fcrkiye&#8217;ye giden finansman\u0131n s\u00fcrekli olarak daralt\u0131ld\u0131\u011f\u0131na ve bundan sonra da daha fazla daralt\u0131laca\u011f\u0131na dair t\u00fcm d\u00fcnyaya ve yat\u0131r\u0131mc\u0131lara bir duyuru yap\u0131yor. Haberin i\u00e7inde Alman Maliye Bakan\u0131 ile ilgili olarak ge\u00e7en paragraf\u0131n orijinali \u015f\u00f6yle;<\/p>\n<p><span style=\"color: #0000ff;\"><em>Germany\u2019s government \u201cis closely following the political and legal developments in Turkey,\u201d the Finance Ministry said in a statement to Bloomberg. Ministries coordinate positions \u201cand possible conclusions for the investment policy of international development banks,\u201d while loans for private-sector projects are subject to appraisal on a case-by-case basis,\u00a0it said.<\/em><\/span><\/p>\n<p><em>&#8220;<strong>T\u00fcrk\u00e7esi<\/strong>: Alman Maliye bakan\u0131 T\u00fcrkiye&#8217;deki politik ve hukuki geli\u015fmeleri yak\u0131ndan takip ediyor. Uluslararas\u0131 kalk\u0131nma bankalar\u0131n\u0131n yat\u0131r\u0131m politikalar\u0131 konusunda bakanl\u0131klar aras\u0131nda bir koordinasyon olu\u015fturuldu ve \u00f6zel sekt\u00f6r projelerine verilecek kaynaklar tek tek inceleniyor.&#8221;<\/em><\/p>\n<p>Yukar\u0131daki haberler sonras\u0131nda Avrupa \u0130mar ve Kalk\u0131nma Bankas\u0131 (EBRD) S\u00f6zc\u00fcs\u00fc, bankan\u0131n T\u00fcrkiye&#8217;deki yat\u0131r\u0131mlar\u0131na devam etti\u011fini, yat\u0131r\u0131mlar\u0131n durdurulmas\u0131 y\u00f6n\u00fcnde al\u0131nm\u0131\u015f bir karar olmad\u0131\u011f\u0131n\u0131 belirtti. S\u00f6zc\u00fc, bu y\u0131l T\u00fcrkiye&#8217;de 30 projeye 1 milyar euro yat\u0131r\u0131m yapt\u0131klar\u0131n\u0131 ekledi. \u015eu ana kadar T\u00fcrkiye&#8217;ye 9.5 milyar euro kredi a\u00e7\u0131ld\u0131\u011f\u0131n\u0131 da ekledi.<\/p>\n<p>T\u00fcm bu geli\u015fmelerden g\u00f6r\u00fcyoruz ki; T\u00fcrkiye k\u00f6\u015feye s\u0131k\u0131\u015ft\u0131r\u0131lmak isteniyor ve maalesef ABD ile vize krizi devam ederken, \u015fimdi de bir finansman vize krizi ortaya \u00e7\u0131kt\u0131. Bu \u015fartlar alt\u0131nda piyasalar streslenmi\u015f olsa da, en az\u0131ndan EBRD s\u00f6zc\u00fcs\u00fcn\u00fcn a\u00e7\u0131klamalar\u0131 sonras\u0131nda dolarda stres azald\u0131. Borsada ise a\u00e7\u0131l\u0131\u015fta bir miktar geri \u00e7ekilme bekleniyor. Piyasalara ili\u015fkin g\u00f6r\u00fc\u015flerimi a\u015fa\u011f\u0131da verdim.<\/p>\n<p><strong>\u00d6NEML\u0130 G\u00dcNDEM MADDELER\u0130<\/strong><\/p>\n<p class=\"nor\">Bug\u00fcn TCMB&#8217;nin PPK toplant\u0131s\u0131\u00a0 ve\u00a0 Avrupa Merkez Bankas\u0131&#8217;n\u0131n (AMB) faiz karar\u0131 var. Saat 14:00&#8217;de TCMB PPK kararlar\u0131n\u0131 a\u00e7\u0131klarken, saat\u00a0 14:45&#8217;te ise AMB&#8217;dan faiz karar\u0131n\u0131 duymu\u015f olaca\u011f\u0131z. PPK&#8217;dan faizlerde bir de\u011fi\u015fiklik yapmas\u0131n\u0131 beklemiyorum. E\u011fer de\u011fi\u015fiklik yaparsa s\u00fcrpriz olur.\u00a0 AMB ge\u00e7en Eyl\u00fcl&#8217;de para politikas\u0131nda de\u011fi\u015fikli\u011fe gitmemi\u015fti ve varl\u0131k al\u0131m programlar\u0131n\u0131n ileride nas\u0131l devam ettirilece\u011fine dair karar\u0131 bu toplant\u0131ya b\u0131rakm\u0131\u015ft\u0131.\u00a0 Saat 15:30&#8217;da Ba\u015fkan Draghi&#8217;nin a\u00e7\u0131klamalar\u0131 var. Piyasalarda \u00f6zellikle FX cephesinde \u00f6nemli bir volatilite olu\u015facakt\u0131r. Bug\u00fcn \u00f6zellikle Euro-Dolar paritesinde \u00e7ok sert hareketler olu\u015fabilir. E\u011fer varl\u0131k al\u0131m program\u0131 de\u011fi\u015ftirilmeden devam ettirilirse ve faizlerde bir de\u011fi\u015fiklik olmazsa, euro&#8217;da a\u015fa\u011f\u0131 hareketler olu\u015fabilir. Ama varl\u0131k al\u0131m program\u0131n\u0131n azalt\u0131lmaya ba\u015flan\u0131p daha sonra da sonland\u0131r\u0131laca\u011f\u0131na dair a\u00e7\u0131klamalar euro-dolar paritesinde yukar\u0131 hareketleri getirecektir. Drgahi konu\u015furken, euro-dolar&#8217;da bir a\u015fa\u011f\u0131 bir yukar\u0131 sert hareketler olu\u015facakt\u0131r. Yat\u0131r\u0131mc\u0131lar bu saatlerde dikkatli olmal\u0131d\u0131rlar.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-144466562\"><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 class=\"nor\">ABD cephesinde haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 saat 15:30&#8217;da a\u00e7\u0131klanacak olup, saat 17:30&#8217;da\u00a0 Minneapollis Fed Ba\u015fkan\u0131 Kashkari&#8217;nin konu\u015fmas\u0131 bulunuyor.<\/p>\n<p><strong>DOLAR<\/strong><\/p>\n<p><a href=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/DOLAR-26-ekim-2017.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-51796\" src=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/DOLAR-26-ekim-2017.png\" alt=\"\" width=\"570\" height=\"375\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/DOLAR-26-ekim-2017.png 570w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/DOLAR-26-ekim-2017-300x197.png 300w\" sizes=\"auto, (max-width: 570px) 100vw, 570px\" \/><\/a>D\u00fcn gece Almanya haberi sonras\u0131nda dolarda 3.81&#8217;e do\u011fru sert art\u0131\u015f vard\u0131. Daha sonra EBRD&#8217;den gelen a\u00e7\u0131klamayla geri \u00e7ekilme oldu ve \u015fu an dolar 3.7590 civar\u0131nda bulunuyor. Bu a\u015famadan sonra 3.70&#8217;in art\u0131k \u00f6nemli bir destek oldu\u011funu s\u00f6yleyebiliriz. DXY endeksi 94&#8217;e kadar gelip oradan \u015fu an a\u015fa\u011f\u0131 d\u00f6nd\u00fc\u011f\u00fc i\u00e7in dolar \u00fczerindeki stres bir s\u00fcre zay\u0131flayabilir. Dolar endeksi (DXY) Draghi&#8217;nin a\u00e7\u0131klamalar\u0131yla ve AMB&#8217;n\u0131n faiz karar\u0131 s\u0131ras\u0131nda sert hareketler yapmaya adayd\u0131r ama AMB&#8217;n\u0131n varl\u0131k al\u0131mlar\u0131 konusunda azaltma yoluna gidece\u011fi beklentisiyle \u015fu an biraz gev\u015fiyor. Tersi olursa yeniden yukar\u0131 hareket g\u00f6r\u00fcr\u00fcz. Bu a\u015famada dolar\/TL kurunda ise 3.70-3.72 aral\u0131\u011f\u0131 k\u0131sa vadeli destek olmak \u00fczere g\u00fcn i\u00e7inde bir s\u00fcre dalgalanma yapt\u0131ktan sonra yeniden yukar\u0131 y\u00f6nl\u00fc bir hareket g\u00f6rebiliriz. \u00d6zellikle gerilemelerde yerli al\u0131mlar\u0131nda art\u0131\u015f olabilir. EBRD&#8217;nin a\u00e7\u0131klamas\u0131na ra\u011fmen, yurt d\u0131\u015f\u0131ndan kredi alm\u0131\u015f firmalar ileride krediye ula\u015f\u0131mda zorluk \u00e7ekebileceklerini d\u00fc\u015f\u00fcnerek al\u0131ma ge\u00e7ebilirler. Bu nedenle \u00f6nceki g\u00fcnk\u00fc yorumumda da belirtti\u011fim \u00fczere, dolar\/TL&#8217;de orta vadeli trend yukar\u0131 olmaya devam ediyor. Pozisyonlar korunmal\u0131.<\/p>\n<p><a href=\"http:\/\/bit.ly\/2gUCjL4\" target=\"_blank\" rel=\"noopener noreferrer nofollow external\" data-wpel-link=\"external\">CANLI DOLAR\/TL TEKN\u0130K ANAL\u0130Z GRAF\u0130KLER\u0130 \u0130\u00c7\u0130N TIKLAYIN!<\/a><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-80656335\"><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><strong>BORSA<\/strong><br \/>\n<a href=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/BIST-26-Ekim-2017-G.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-51797\" src=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/BIST-26-Ekim-2017-G.png\" alt=\"\" width=\"570\" height=\"375\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/BIST-26-Ekim-2017-G.png 570w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2017\/10\/BIST-26-Ekim-2017-G-300x197.png 300w\" sizes=\"auto, (max-width: 570px) 100vw, 570px\" \/><\/a>Borsa d\u00fcn iyi bir y\u00fckseli\u015f yapm\u0131\u015ft\u0131. Bug\u00fcn yatay a\u00e7\u0131l\u0131\u015f yapaca\u011f\u0131 g\u00f6r\u00fcl\u00fcyor fakat bu a\u00e7\u0131l\u0131\u015f asl\u0131nda olumlu gibi g\u00f6r\u00fcn\u00fcyor olsa da dikkatli olmak gerekir. Endeksin seans i\u00e7inde 107.500&#8217;\u00fcn alt\u0131na d\u00fc\u015fmesi durumunda sat\u0131\u015flar yeniden artabilir.<\/p>\n<p><a href=\"http:\/\/bit.ly\/2tAZh04\" target=\"_blank\" rel=\"noopener noreferrer nofollow external\" data-wpel-link=\"external\">H\u0130SSE SENETLER\u0130N\u0130 CANLI TAK\u0130P ETMEK \u0130\u00c7\u0130N TIKLAYIN!<\/a><\/p>\n<p>109.250 seviyesinin \u00fczerinde kapan\u0131\u015f olursa bin veya 1.500 puanl\u0131k bir y\u00fckseli\u015f i\u00e7in al\u0131m d\u00fc\u015f\u00fcn\u00fclebilir ama endeks 107.500-109.250 aral\u0131\u011f\u0131nda kald\u0131\u011f\u0131 s\u00fcrece bence izlemede kalmakta fayda var. Borsan\u0131n bug\u00fcn a\u00e7\u0131l\u0131\u015f sonras\u0131nda yukar\u0131 y\u00f6nl\u00fc \u00e7aba i\u00e7erisinde olaca\u011f\u0131n\u0131 ama bunun zay\u0131f kalaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Bilan\u00e7o beklentileri olan ka\u011f\u0131tlarda iyi y\u00fckseli\u015fler oluyor ve olmaya da devam edecektir. Ka\u011f\u0131t baz\u0131nda se\u00e7ici davranmak gerekiyor.<\/p>\n<p><strong><a href=\"http:\/\/bit.ly\/2treVXo\" target=\"_blank\" rel=\"noopener noreferrer nofollow external\" data-wpel-link=\"external\">CANLI BIST GRAF\u0130KLER\u0130 \u0130\u00c7\u0130N TIKLAYIN!<\/a>\u00a0<\/strong><\/p>\n<p><strong>ALTIN<\/strong><\/p>\n<p>Alt\u0131n konusunda sorular geliyor. Dolar yukar\u0131 gidince gram alt\u0131n da yukar\u0131 gidiyor. Onz alt\u0131n ise \u015fu an 1275 dolar civar\u0131nda destek olu\u015fturuyor. Bu seviyelerden bir yukar\u0131 d\u00f6n\u00fc\u015f yapmas\u0131n\u0131 ve 1285-1290 seviyelerini birka\u00e7 g\u00fcn i\u00e7inde g\u00f6rmesini bekliyorum. Orta ve uzun vadeli olarak portf\u00f6ylerde en az %15 alt\u0131n bulundurulmal\u0131. Gram alt\u0131n ise bu sabah 155 TL seviyesinde bulunuyor. Deste\u011fi 152 TL seviyesinde olup, y\u0131l sonuna kadar 159-165 aral\u0131\u011f\u0131na gelebilir.<\/p>\n<p><a href=\"http:\/\/bit.ly\/2gU8JWf\" target=\"_blank\" rel=\"noopener noreferrer nofollow external\" data-wpel-link=\"external\">CANLI ALTIN TEKN\u0130K ANAL\u0130Z GRAF\u0130KLER\u0130 \u0130\u00c7\u0130N TIKLAYIN!<\/a><\/p>\n<p>Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131n\u0131 diliyorum.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn gece saat 23:00&#8217;e do\u011fru bir haber dolarda sert hareketler olu\u015fturdu. Almanya&#8217;n\u0131n T\u00fcrkiye&#8217;ye olan finansal ak\u0131\u015flar\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131na ve bu konuda Avrupa \u0130mar ve kalk\u0131nma bankas\u0131&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":[739,1507,1464,1465,769,1497,752,753,1496,715],"class_list":["post-51792","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-altin-uzman-yorumlari","tag-altin-yukselir-mi","tag-borsa-tahminleri","tag-borsa-tuyolari","tag-borsa-yorumlari-gunluk","tag-dolar-duser-mi","tag-dolar-tl-yorumu","tag-dolar-yorumlari","tag-dolar-yukselir-mi","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/51792","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=51792"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/51792\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=51792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=51792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=51792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}