{"id":57624,"date":"2019-06-09T03:47:52","date_gmt":"2019-06-09T00:47:52","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=57624"},"modified":"2019-06-14T03:49:34","modified_gmt":"2019-06-14T00:49:34","slug":"piyasalara-fed-morali","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalara-fed-morali\/","title":{"rendered":"Piyasalara Fed morali"},"content":{"rendered":"<p>&#8211; wp:paragraph &#8211;><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-359304985\"><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>Piyasalarda iyimserlik devam ediyor. Borsada y\u00fckseli\u015f, faiz ve d\u00f6viz kurlar\u0131nda ise d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p>Olumlu havan\u0131n kayna\u011f\u0131nda ABD Merkez Bankas\u0131 (Fed) Ba\u015fkan\u0131 Jerome Powell\u2019dan gelen a\u00e7\u0131klamalar var. T\u00fcrkiye-ABD ili\u015fkileri, ABD-\u00c7in ticaret sava\u015f\u0131, Avrupa Merkez Bankas\u0131 toplant\u0131 sonu\u00e7lar\u0131, beklentilerin alt\u0131nda gelen may\u0131s enflasyon verileri, ABD tar\u0131m d\u0131\u015f\u0131 istihdam verileri, d\u0131\u015f borsalar, ABD-\u0130ran ili\u015fkileri, siyaset ve makroekonomik veriler \u00f6ne \u00e7\u0131kan di\u011fer konu ba\u015fl\u0131klar\u0131. \u0130\u00e7 piyasalar bayram tatili nedeniyle kapal\u0131yken Fed Ba\u015fkan\u0131 Powell\u2019in olas\u0131 bir faiz indirimini ima etmesi piyasalara olumlu yans\u0131d\u0131.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:4} &#8211;><\/p>\n<h4>K\u00dcRESEL DURGUNLUK<\/h4>\n<p>&#8211; \/wp:heading &#8211;><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1552682391\"><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; wp:paragraph &#8211;><\/p>\n<p>Powell, \u201cEnflasyon gelecek aylarda a\u015fa\u011f\u0131 y\u00f6nl\u00fc s\u00fcrpriz yapmay\u0131 s\u00fcrd\u00fcr\u00fcrse merkez bankas\u0131 bu duruma yan\u0131t verecek\u201d dedi. Di\u011fer yandan Avrupa Merkez Bankas\u0131 ge\u00e7en haftaki toplant\u0131da faiz de\u011fi\u015fimine gitmezken ba\u015fkan Draghi de \u201cArtan korumac\u0131l\u0131k tehdidi ve di\u011fer fakt\u00f6rler mevduat faiz oranlar\u0131nda herhangi bir art\u0131\u015fa imkan vermiyor\u201d dedi. D\u00fcnyan\u0131n en \u00f6nemli iki merkez bankas\u0131 ba\u015fkan\u0131 da gev\u015fek para politikas\u0131na vurgu yaparken endi\u015feleri k\u00fcresel durgunluk ve ABD-\u00c7in ticaret sava\u015f\u0131 oldu. Yak\u0131n zamana kadar faiz de\u011fi\u015fimi konusunda sab\u0131r diyen ve bekle g\u00f6r politikas\u0131 g\u00fcden Fed\u2019in s\u00fcrpriz say\u0131labilecek son s\u00f6ylemleri, d\u00fc\u015f\u00fc\u015f e\u011filimindeki d\u0131\u015f borsalarda tepki y\u00fckseli\u015fi, ABD dolar\u0131nda de\u011fer kayb\u0131, alt\u0131nda ise y\u00fckseli\u015fe neden oldu. ABD Dolar\u0131 (dolar endeksi) 98 seviyesinden 97\u2019nin alt\u0131na gerilerken alt\u0131n\u0131n ons fiyat\u0131 1.350 seviyesine yakla\u015ft\u0131. ABD tahvil bono faizlerindeki d\u00fc\u015f\u00fc\u015f de devam ediyor. D\u00fc\u015f\u00fc\u015f k\u0131sa vadeli bonolarda daha bariz. 10 y\u0131ll\u0131k bono faiz oran\u0131 y\u00fczde 2.00 s\u0131n\u0131r\u0131na geldi. Alt\u0131ndaki y\u00fckseli\u015fte faiz d\u00fc\u015f\u00fc\u015f\u00fc ve dolar\u0131n de\u011fer kayb\u0131 kadar artmaya ba\u015flayan jeopolitik risklerin ve g\u00fcvenli liman ihtiyac\u0131n\u0131n da pay\u0131 var. ABD-\u0130ran, ABD-Meksika, ABD-\u00c7in, dikkat edilirse gerilimlerin merkezinde hep ABD daha do\u011frusu Trump var. Fed art\u0131k gard\u0131n\u0131 almaya ve piyasalar\u0131 olas\u0131 bir politika de\u011fi\u015fikli\u011fine kar\u015f\u0131 haz\u0131rlamaya ba\u015flam\u0131\u015f g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:4} &#8211;><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3384940652\"><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<h4>TOPARLANMA E\u011e\u0130L\u0130M\u0130<\/h4>\n<p>&#8211; \/wp:heading &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p>Avrupa taraf\u0131nda de\u011fi\u015fiklik yok, gev\u015fek para politikas\u0131na devam. Fed\u2019den olas\u0131 bir faiz indirimi en fazla T\u00fcrkiye gibi d\u0131\u015f finansman ihtiyac\u0131ndaki \u00fclkelerin i\u015fine gelir. Son birka\u00e7 haftad\u0131r vurgulad\u0131\u011f\u0131m\u0131z T\u00fcrk mali varl\u0131klar\u0131n\u0131n gerek hisse senetleri gerek tahvil bono olarak olduk\u00e7a ucuzlad\u0131\u011f\u0131 konusu ge\u00e7en g\u00fcnlerdeki prime ra\u011fmen ge\u00e7erlili\u011fini koruyor. Fed s\u00f6ylemleri ger\u00e7eklik kazan\u0131rsa carry trade uygulamalar\u0131n\u0131n ve s\u0131cak para ak\u0131\u015f\u0131n\u0131n artmas\u0131 gibi bir olas\u0131l\u0131\u011f\u0131 g\u00fcndeme getirebilir. Ayr\u0131ca daha d\u00fc\u015f\u00fck kaynak maliyeti ve daha ucuz bor\u00e7lanma demek. Bu a\u015famada sadece olas\u0131l\u0131k olarak bahsediyoruz. Zira s\u00f6ylemler ve para politikalar\u0131 de\u011fi\u015fkenlik g\u00f6sterebiliyor. Fed d\u00fcne kadar \u00f6nce faiz art\u0131r\u0131m\u0131, sonra faiz de\u011fi\u015fimi i\u00e7in sab\u0131rl\u0131 olaca\u011f\u0131zdan \u015fimdi faiz indirim ihtimalini dillendirmeye ba\u015flad\u0131. Cuma g\u00fcn\u00fc beklentilerin alt\u0131nda gelen ABD tar\u0131m d\u0131\u015f\u0131 istihdam verilerine ra\u011fmen ABD ekonomisi g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmesini s\u00fcrd\u00fcr\u00fcyor. \u0130lk \u00e7eyrek b\u00fcy\u00fcme y\u00fczde 3.2 a\u00e7\u0131klanm\u0131\u015ft\u0131. Bu g\u00f6r\u00fcn\u00fcm s\u00fcrerse faiz indirimi i\u00e7in uzun bir s\u00fcre bekleyebilir. D\u0131\u015far\u0131daki iyimserli\u011fin i\u00e7 piyasalara daha belirgin yans\u0131mas\u0131 i\u00e7in T\u00fcrkiye-ABD ili\u015fkilerinde gerilime neden olan S-400 olay\u0131 ve \u0130stanbul belediye ba\u015fkanl\u0131\u011f\u0131 se\u00e7iminin ge\u00e7ilmesi \u00f6nemli. \u00d6n\u00fcm\u00fczdeki hafta \u00e7ar\u015famba TCMB faiz karar\u0131, cuma g\u00fcn\u00fc ise cari denge var. D\u0131\u015far\u0131dan esen r\u00fczgarla i\u00e7 piyasalarda toparlanma e\u011filimi s\u00fcrebilir.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p><a href=\"http:\/\/bit.ly\/pb-borfin-temel-analiz-1\" rel=\"external nofollow noopener\" data-wpel-link=\"external\" target=\"_blank\"><span style=\"color: #3366ff;font-weight:bold;\">TEMEL ANAL\u0130Z \u0130LE NASIL H\u0130SSE SE\u00c7\u0130L\u0130R? UZMANINDAN HEMEN \u00d6\u011eRENMEYE BA\u015eLA!<\/span><\/a><\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:6} &#8211;><\/p>\n<h6>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.hurriyet.com.tr\/yazarlar\/zeynel-balci\/piyasalara-fed-morali-41238413\" target=\"_blank\" rel=\"noreferrer noopener nofollow external\" aria-label=\"TIKLAYINIZ (yeni sekmede a\u00e7\u0131l\u0131r)\" data-wpel-link=\"external\">TIKLAYINIZ<\/a>.<\/h6>\n<p>&#8211; \/wp:heading &#8211;><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8211; wp:paragraph &#8211;> Piyasalarda iyimserlik devam ediyor. Borsada y\u00fckseli\u015f, faiz ve d\u00f6viz kurlar\u0131nda ise d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc. &#8211; \/wp:paragraph &#8211;> &#8211; wp:paragraph &#8211;> Olumlu havan\u0131n kayna\u011f\u0131nda&hellip;<\/p>\n","protected":false},"author":3947,"featured_media":0,"comment_status":"open","ping_status":"closed","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":[808,801,2191],"class_list":["post-57624","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi","tag-zeynel-balci-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/57624","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\/3947"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=57624"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/57624\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=57624"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=57624"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=57624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}