{"id":5880,"date":"2011-10-03T12:58:29","date_gmt":"2011-10-03T09:58:29","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=5880"},"modified":"2011-10-03T13:07:47","modified_gmt":"2011-10-03T10:07:47","slug":"sonunda-yunanistan-piyasalari-batiracak","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/sonunda-yunanistan-piyasalari-batiracak\/","title":{"rendered":"Sonunda Yunanistan piyasalar\u0131 bat\u0131racak!!!"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><span style=\"color: #800000\"><strong>G\u00fcni\u00e7i k\u0131sa yorumlar\u0131m i\u00e7in Twitter Adresim:<\/strong><\/span> <strong><span style=\"color: #0000ff\">@uzeyir_dogan<\/span><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3405441657\"><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<h1 align=\"center\"><strong><span style=\"color: #ff0000\">Sonunda Yunanistan piyasalar\u0131 bat\u0131racak!!!<\/span><\/strong><\/h1>\n<p><span style=\"color: #0000ff\"><strong>\u00a0En k\u00f6t\u00fc \u00e7eyrek geride kald\u0131:<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">K\u00fcresel ekonomide toparlanma beklentileri her ge\u00e7en g\u00fcn zay\u0131flarken, AB taraf\u0131nda da Yunanistan sorununa \u00e7\u00f6z\u00fcm \u00fcretilemiyor. Al\u0131nan t\u00fcm \u00f6nlemlere ra\u011fmen geli\u015fmi\u015f ekonomilerin resesyon s\u0131n\u0131r\u0131nda geziyor olmas\u0131 ve hatta baz\u0131 analistlere g\u00f6re resesyonda olmalar\u0131 varl\u0131k fiyatlar\u0131n\u0131 da a\u015fa\u011f\u0131ya \u00e7ekiyor. Di\u011fer taraftan kangren haline gelen Yunanistan konusunda \u00e7\u00f6z\u00fcm \u00fcretmek yerine daha fazla sorun \u00fcreten Avrupal\u0131 liderlerin basiretsiz tutumu bor\u00e7 krizinin yay\u0131lmas\u0131 korkular\u0131n\u0131 artt\u0131r\u0131yor. T\u00fcm bu geli\u015fmeler borsalardaki sat\u0131\u015flar\u0131n Eyl\u00fcl ay\u0131nda da devam etmesine neden oldu. Gelen bu son sat\u0131\u015flarla birlikte d\u00fcnya borsalar\u0131nda 2009\u2019dan bu yana en k\u00f6t\u00fc \u00e7eyrek ya\u015fand\u0131. A\u015fa\u011f\u0131daki tabloda se\u00e7ilmi\u015f endekslerin Eyl\u00fcl ay\u0131 performanslar\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p style=\"text-align: justify\">\u00a0<a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/030911_ud1.bmp\" data-wpel-link=\"internal\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-5881\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/030911_ud1.bmp\" alt=\"\" \/><\/a><\/p>\n<p style=\"text-align: justify\"><em>Kaynak: Matriks<\/em><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong>\u00a0\u0130MKB pozitif ayr\u0131\u015fmaya devam edebilir:<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">Yukar\u0131daki tabloda da g\u00f6r\u00fcld\u00fc\u011f\u00fc gibi \u0130MKB ge\u00e7ti\u011fimiz ay yurtd\u0131\u015f\u0131 piyasalardan bariz bir \u015fekilde pozitif y\u00f6nde ayr\u0131\u015ft\u0131. Bu hareketin arkas\u0131nda kredi notu art\u0131\u015f\u0131 beklentisi bulunuyor. \u00d6nceki hafta S&amp;P\u2019nin yerel para cinsinden kredi notumuzu yat\u0131r\u0131m yap\u0131labilir \u00fclke seviyesine \u00e7ekmesi k\u0131sa bir s\u00fcre sonra yabanc\u0131 para cinsinden not art\u0131\u015f\u0131n\u0131n da gelece\u011fi beklentilerini artt\u0131rd\u0131. Bu beklenti ile \u0130MKB\u2019nin \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde pozitif ayr\u0131\u015fmas\u0131n\u0131 s\u00fcrd\u00fcrmesi beklenebilir. Fakat bu durum \u0130MKB, yurtd\u0131\u015f\u0131ndaki t\u00fcm geli\u015fmelere ra\u011fmen pozitif getiriler sunmaya devam edebilir olarak yorumlanmamal\u0131d\u0131r. K\u00fcresel \u00f6l\u00e7ekte yeni bir \u015fok ya\u015fanmas\u0131 hem not art\u0131r\u0131m\u0131n\u0131n gecikmesine hem de \u0130MKB\u2019nin sert sat\u0131\u015flar yemesine sebep olabilir. Bu nedenle \u0130MKB i\u00e7in pozitif senaryolar \u00fcretsek de yurtd\u0131\u015f\u0131 kaynakl\u0131 olumsuzluklar\u0131 g\u00f6zard\u0131 etmemek gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n<p style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong>Piyasalar Yunanistan\u2019\u0131 bat\u0131ramazsa, Yunanistan piyasalar\u0131 bat\u0131racak:<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">Euro B\u00f6lgesi\u2019nin kangren olan par\u00e7as\u0131 Yunanistan\u2019\u0131n yaratt\u0131\u011f\u0131 sorun her ge\u00e7en g\u00fcn b\u00fcy\u00fcyor. Zorunlu temerr\u00fct, g\u00f6n\u00fcll\u00fc temerr\u00fct, kontroll\u00fc temerr\u00fct, ate\u015f kalkan\u0131, Avrupa istikrar fonu gibi her ge\u00e7en g\u00fcn yeni bir \u00e7\u00f6z\u00fcm senaryosunun \u00fcretildi\u011fi Yunanistan konusunda g\u00fcn\u00fc kurtaracak, k\u0131sa vadeli bor\u00e7lar\u0131 \u00e7evirecek kadar kredi dilimi sa\u011flanmas\u0131 haricinde bir karar g\u00f6remedik. Bu durumun s\u00fcrd\u00fcr\u00fclebilir olmad\u0131\u011f\u0131n\u0131 ve piyasalar\u0131n sabr\u0131n\u0131n bir g\u00fcn bitece\u011fini \u00f6ng\u00f6rmek i\u00e7in k\u00e2hin olmaya gerek yok diye d\u00fc\u015f\u00fcn\u00fcyoruz. Bununla birlikte AB\u2019nin Yunanistan konusundaki bu gev\u015fek tutumunun arkas\u0131nda nas\u0131l bir d\u00fc\u015f\u00fcnce yap\u0131s\u0131 oldu\u011funu anlayabilmi\u015f de\u011filiz. Piyasalar \u00f6nceki haftalarda Yunanistan\u2019\u0131n iflas\u0131n\u0131 fiyatlara yans\u0131tma e\u011filimi sergilerken umutlar\u0131n yeniden ye\u015fertilmeye \u00e7al\u0131\u015f\u0131lmas\u0131 \u00e7ok tehlikeli bir s\u00fcreci beraberinde getirebilir. Her ne kadar piyasalar \u015fuan i\u00e7in Yunanistan\u2019\u0131n kontroll\u00fc bir \u015fekilde iflas\u0131na haz\u0131r gibi g\u00f6r\u00fcnse de s\u00fcrecin uzamas\u0131 Yunanistan ile birlikte piyasalar\u0131 da iflas ettirebilir. Haftasonu Yunanistan\u2019dan yine ho\u015f olmayan haberler gelmeye devam etti. 2011 i\u00e7in planlanan b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 hedefinin tutturulamayaca\u011f\u0131 anla\u015f\u0131lan Yunanistan i\u00e7in bir s\u00fcreli\u011fine Euro\u2019dan \u00e7\u0131kar\u0131lmas\u0131 gibi \u00e7\u00f6z\u00fcm \u00f6nerileri de g\u00fcndemde. Bu hafta yine Yunanistan g\u00fcndemini takip edecek olmakla birlikte, en y\u00fcksek beklentilerin oldu\u011fu ge\u00e7ti\u011fimiz hafta somut bir ad\u0131m at\u0131lmam\u0131\u015f olmas\u0131 umutlar\u0131m\u0131z\u0131 iyice azaltt\u0131. \u00d6zetle bu hafta da ana g\u00fcndemimizden biri k\u00fcresel ekonomideki resesyon endi\u015feleriyle birlikte Yunanistan. Hafta i\u00e7inde bu konuda olabilecek geli\u015fmeleri yer yer de\u011ferlendirece\u011fiz.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-21565597\"><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 style=\"text-align: justify\"><strong><span style=\"color: #0000ff\">\u00a0Avrupa Merkez Bankas\u0131 faiz indirimi yapmak zorunda AMA\u2026:<\/span><\/strong><\/p>\n<p style=\"text-align: justify\">Bu hafta \u00f6nemli g\u00fcndem maddelerinden biri de Avrupa Merkez Bankas\u0131\u2019n\u0131n (AMB) Per\u015fembe g\u00fcn\u00fc yapaca\u011f\u0131 toplant\u0131. Ge\u00e7ti\u011fimiz aydan itibaren AMB\u2019den yeterli bir oranda faiz indirimi gelmesi piyasalarda ciddi bir rahatlama sa\u011flayabilir g\u00f6r\u00fc\u015f\u00fcn\u00fc savunuyoruz. \u00dclkelerin bor\u00e7lanma maliyetlerini a\u015fa\u011f\u0131ya \u00e7ekecek bu y\u00f6nde bir ad\u0131m, ki bizce minimum 50 baz puan olmal\u0131, borsalarda mali sekt\u00f6r \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ciddi bir ralli ya\u015fanmas\u0131na neden olabilir. Fakat ge\u00e7ti\u011fimiz haftaya kadar bu ad\u0131m\u0131 g\u00fc\u00e7l\u00fc bir olas\u0131l\u0131k olarak g\u00f6rsek de, a\u00e7\u0131klanan son enflasyon rakamlar\u0131n\u0131n ard\u0131ndan AMB\u2019nin bu y\u00f6nde bir ad\u0131m atma olas\u0131l\u0131\u011f\u0131 bizce d\u00fc\u015ft\u00fc. Bu nedenle \u015fuana kadar enflasyon konusundaki \u015fahin tutumunu bildi\u011fimiz AMB\u2019den faiz indirimi karar\u0131 gelmesi bizler i\u00e7in s\u00fcrpriz olacakt\u0131r. Fakat 25 baz puan dahi olsa bir faiz indirimi gelmesi borsalara olumlu yans\u0131yacakt\u0131r.<\/p>\n<p style=\"text-align: justify\"><strong><span style=\"color: #0000ff\">ABD\u2019de seyir verilere ba\u011fl\u0131:\u00a0<\/span><\/strong><\/p>\n<p style=\"text-align: justify\">Avrupa\u2019n\u0131n ve Japonya\u2019n\u0131n resesyona girdi\u011fi neredeyse kesinken k\u00fcresel ekonominin b\u00fcy\u00fcmesini devam ettirebilmesi ABD\u2019deki b\u00fcy\u00fcmenin devam etmesine ba\u011fl\u0131. Gelen son veriler ABD\u2019de ekonomik b\u00fcy\u00fcmenin yava\u015flad\u0131\u011f\u0131na i\u015faret etse de hen\u00fcz resesyondan bahsetmek i\u00e7in erken. Bu nedenle a\u00e7\u0131klanacak veriler \u00f6nemli. Bu hafta a\u00e7\u0131klanacak imalat verileri ve i\u015fsizlik oran\u0131 ve istihdam rakam\u0131 piyasalarda sert hareketlere neden olabilecek \u00f6nemli veriler. Veriler \u00f6ncesi ve sonras\u0131 olabilecek sert hareketlere dikkat.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2907534828\"><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 style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong>\u0130\u00e7 g\u00fcndem siyaset:<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">Meclisin a\u00e7\u0131lmas\u0131yla birlikte, i\u00e7eride siyasetin etkisi daha fazla hissedilmeye ba\u015flanacak. Acil g\u00fcndem s\u0131n\u0131r \u00f6tesi tezkeresi ve anayasa de\u011fi\u015fikli\u011fi. BDP\u2019li vekillerin meclise girmesi, tezkerenin ge\u00e7mesinin neredeyse kesin olmas\u0131, Anayasa konusunda \u015fuana kadar BDP hari\u00e7 (hen\u00fcz g\u00f6r\u00fc\u015f\u00fclmedi) di\u011fer partilerin komisyona \u00fcye vereceklerini a\u00e7\u0131klamas\u0131 olumlu geli\u015fmeler. Fakat Anayasa konusunda partilerin farkl\u0131 beklentilerinin oldu\u011funu biliyoruz. Bu da bu konuda s\u00fcrecin ba\u015flad\u0131\u011f\u0131 kadar pozitif devam etme olas\u0131l\u0131\u011f\u0131n\u0131 azalt\u0131yor. Yak\u0131n zamanda bu konudaki gerginlikleri g\u00f6rmeye ba\u015flayaca\u011f\u0131m\u0131z\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Bu konudaki geli\u015fmeleri \u00f6n\u00fcm\u00fczdeki haftalarda daha yak\u0131ndan takip edecek olmakla birlikte, \u015fimdilik \u00e7ok k\u0131sa vadede siyasetin piyasalar \u00fczerinde olumsuz etkisi olmas\u0131n\u0131 beklemiyoruz.<\/p>\n<p style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong>Bu hafta a\u00e7\u0131klanacak verilerden \u00f6n plana \u00e7\u0131kanlar:\u00a0<\/strong><\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"text-decoration: underline\">03 Ekim 2011 Pazartesi:<\/span><\/strong><\/p>\n<p style=\"text-align: justify\">\u00a0\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 14:00 \u2013\u00a0 ABD FED \u00dcyesi Fisher Konu\u015fma Yapacak<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 17:00 \u2013 ABD A\u011fustos Ay\u0131 \u0130n\u015faat Harcamalar\u0131<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 17:00 \u2013 ABD Eyl\u00fcl Ay\u0131 ISM \u0130malat Endeksi<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 18:00 \u2013 Euro B\u00f6lgesi Maliye Bakanlar\u0131 L\u00fcksemburg\u2019da Toplanacak<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 20:00 \u2013 ABD FED \u00dcyesi Fisher Konu\u015fma Yapacak<\/p>\n<p style=\"text-align: justify\"><strong><span style=\"text-decoration: underline\">04 Ekim 2011 Sal\u0131:<\/span><\/strong><\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 12:00 \u2013 Euro B\u00f6lgesi A\u011fustos Ay\u0131 \u00dcFE<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 17:00 \u2013 ABD FED Ba\u015fkan\u0131 Bernanke Konu\u015fma Yapacak<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 17:00 \u2013 ABD A\u011fustos Ay\u0131 Fabrika Sipari\u015fleri<\/p>\n<p style=\"text-align: justify\"><strong><span style=\"text-decoration: underline\">05 Ekim 2011 \u00c7ar\u015famba:<\/span>\u00a0<\/strong><\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 11:30 \u2013 \u0130ngiltere 2. \u00c7eyrek Nihai GSYH<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 12:00 \u2013 Euro B\u00f6lgesi A\u011fustos Ay\u0131 Perakende Sat\u0131\u015flar<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 15:15 \u2013 ABD Eyl\u00fcl Ay\u0131 ADP \u00d6zel Sekt\u00f6r \u0130stihdam De\u011fi\u015fimi<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 17:00 \u2013 ABD Eyl\u00fcl Ay\u0131\u00a0 ISM Hizmet Endeksi<\/p>\n<p style=\"text-align: justify\"><strong><span style=\"text-decoration: underline\">06 Ekim 2011 Per\u015fembe:\u00a0<\/span><\/strong><\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 11:30 \u2013 \u0130spanya 2014 Vadeli Tahvil \u0130hra\u00e7 Edecek<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 13:00 \u2013 Almanya A\u011fustos Ay\u0131 Fabrika Sipari\u015fleri<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 14:00 \u2013 \u0130ngiltere Merkez Bankas\u0131 Faiz Oran\u0131 Karar\u0131<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 14:45 \u2013 AB Merkez Bankas\u0131 Faiz Oran\u0131 Karar\u0131<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 15:30 \u2013 AB Merkez Bankas\u0131 Ba\u015fkan\u0131 Trichet Konu\u015fma Yapacak<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 15:30 \u2013 ABD Haftal\u0131k \u0130\u015fsizlik Ba\u015fvurular\u0131<\/p>\n<p style=\"text-align: justify\"><strong><span style=\"text-decoration: underline\">\u00a007 Ekim 2011 Cuma:<\/span><\/strong><\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 13:00 \u2013 Almanya A\u011fustos Ay\u0131 Sanayi \u00dcretimi<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 15:30 \u2013 ABD Eyl\u00fcl Ay\u0131 Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam De\u011fi\u015fimi<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 15:30 \u2013 ABD Eyl\u00fcl Ay\u0131 \u00d6zel Sekt\u00f6r \u0130stihdam De\u011fi\u015fimi<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 15:30 \u2013 ABD Eyl\u00fcl Ay\u0131 \u0130\u015fsizlik Oran\u0131<\/p>\n<p style=\"text-align: justify\">\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 17:00 \u2013 ABD A\u011fustos Ay\u0131 Toptan Sat\u0131\u015f Stoklar\u0131<\/p>\n<p style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong>\u0130MKB 30 TEKN\u0130K ANAL\u0130Z\u0130\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 :<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">\u0130MKB ge\u00e7ti\u011fimiz hafta da g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc devam ettirdi. Buna kar\u015f\u0131n g\u00fcni\u00e7i volatilite bizler de dahil yat\u0131r\u0131mc\u0131lar\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde endi\u015fe kayna\u011f\u0131 oldu. Ana resimde yukar\u0131 hareket potansiyeli ta\u015f\u0131yan \u0130MKB\u2019de al\u0131mlar bizde daha \u00e7ok k\u0131sa vadeli trade ama\u00e7l\u0131 oldu\u011fu izlenimi uyand\u0131rd\u0131. Bu nedenle ge\u00e7ti\u011fimiz hafta \u0130MKB 30\u2019da 72,000 \u00fczerindeki hareketlere temkinli yakla\u015fmak durumunda kald\u0131k. Bu hafta \u0130MKB 30\u2019da 72,000 \u00fczerindeki bu hareketin devam etmesi \u00f6nceki hafta not art\u0131r\u0131m\u0131 ile g\u00f6r\u00fclen 75,000\/76,000 aral\u0131\u011f\u0131n\u0131n yeniden test edilmesini sa\u011flayabilir. Bu nedenle ge\u00e7ti\u011fimiz hafta da g\u00fcnl\u00fck b\u00fcltenlerde de s\u0131k\u00e7a vurgulad\u0131\u011f\u0131m\u0131z gibi 72,000 \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece a\u015fa\u011f\u0131 y\u00f6nl\u00fc pozisyon bulundurmay\u0131 do\u011fru bulmuyoruz. Bununla birlikte yukar\u0131 y\u00f6nl\u00fc pozisyonlarda da temkinli olunmas\u0131 ve mutlaka stop loss bulundurulmas\u0131 gerekti\u011fi kanaatindeyiz. \u0130MKB 30\u2019da 50, 100 ve 200 g\u00fcnl\u00fck basit hareketli ortalamalar s\u0131ras\u0131yla en g\u00fc\u00e7l\u00fc deste\u011fin olu\u015fmas\u0131n\u0131 bekledi\u011fimiz 69,000, \u00fczerinde ara diren\u00e7\/destek konumunda 73,000 ve olas\u0131 bir yukar\u0131 y\u00f6nl\u00fc harekette hedef olarak g\u00f6rd\u00fc\u011f\u00fcm\u00fcz 77,000 civar\u0131nda bulunuyor. Bu \u00fc\u00e7 ortalaman\u0131n bu hafta endeksteki hareketlerde takip edilmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Endekste ge\u00e7ti\u011fimiz hafta ya\u015fand\u0131\u011f\u0131 gibi g\u00fcn i\u00e7i volatilitenin bu haftaya da ta\u015f\u0131nmas\u0131n\u0131 bekliyoruz. Bu nedenle \u00f6zellikle VOB\u2019da i\u015flem yapanlar\u0131n kald\u0131ra\u00e7 oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrerek i\u015flem yapmalar\u0131n\u0131n ve stop loss bulundurmalar\u0131n\u0131n do\u011fru olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Ayr\u0131ca karl\u0131 pozisyonlarda zaman zaman kar al\u0131m\u0131 yap\u0131larak pozisyonlar\u0131n tazelenmesi daha do\u011fru olacakt\u0131r.<\/p>\n<p style=\"text-align: justify\"><span style=\"color: #0000ff\"><strong>\u00a0USD\/TL TEKN\u0130K ANAL\u0130Z\u0130\u00a0 \u00a0\u00a0\u00a0 :<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">Dolar\/TL kurunda son d\u00f6nemdeki harekette TCMB\u2019nin ve siyasi iradenin etkin oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Bu nedenle de \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde buradan gelecek a\u00e7\u0131klamalar\u0131n kurun seyri a\u00e7\u0131s\u0131ndan \u00f6nemli olaca\u011f\u0131 kanaatindeyiz. \u00d6zellikle yurtd\u0131\u015f\u0131 taraf\u0131nda \u00e7ok marjinal geli\u015fmeler ya\u015fanmad\u0131\u011f\u0131 s\u00fcrece kur \u00fczerinde bu iradenin bask\u0131 olu\u015fturmas\u0131 muhtemel. Yap\u0131lan a\u00e7\u0131klamalara bakt\u0131\u011f\u0131m\u0131zda ise kurun \u015fu anki seviyelerinin bu irade taraf\u0131ndan kabul edilebilir oldu\u011funu fakat yeni yukar\u0131 y\u00f6nl\u00fc hareketlerin istenmedi\u011fini g\u00f6r\u00fcyoruz. Bu da bug\u00fcne kadarki harekette m\u00fcdahalesini yetersiz buldu\u011fumuz TCMB\u2019nin kendi senaryosu dahilinde tutarl\u0131 bir seyir izledi\u011fini g\u00f6steriyor. Bu do\u011frultuda ilerleyen g\u00fcnlerde kurda olas\u0131 yukar\u0131 y\u00f6nl\u00fc hareketlerde TCMB\u2019nin m\u00fcdahalelerinin artarak ve \u00e7e\u015fitlenerek devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu nedenle yukar\u0131da da de\u011findi\u011fimiz gibi kurda global \u00f6l\u00e7ekte \u00e7ok marjinal geli\u015fmeler ya\u015fanmad\u0131\u011f\u0131 s\u00fcrece \u00fcst s\u0131n\u0131rlara yak\u0131n oldu\u011fumuzu d\u00fc\u015f\u00fcn\u00fcyoruz. Bu kasamda ilk ve en g\u00fc\u00e7l\u00fc dren\u00e7 1,87 iken, 1,90 psikolojik diren\u00e7 olabilir ve bu seviyeler test edilebilir. A\u015fa\u011f\u0131da ise 1,84 k\u0131r\u0131lmad\u0131\u011f\u0131 s\u00fcrece d\u00fc\u015f\u00fc\u015fler s\u0131n\u0131rl\u0131 kalacakt\u0131r.<\/p>\n<p style=\"text-align: justify\"><strong>\u00dczeyir DO\u011eAN<\/strong><strong><br \/>\n<strong>Kapital Menkul De\u011ferler A.\u015e.<\/strong><br \/>\n<strong>T\u00fcrev Ara\u00e7lar Birimi \/ Uzman<\/strong><\/strong><br \/>\n<strong>Tel: 0212 330 04 70<\/strong><strong><br \/>\nFax<strong>: 0212 330 0 369<\/strong><br \/>\n<strong><a title=\"blocked::http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\nhttp:\/\/www.kapitalmenkul.com.tr\/\" href=\"http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">www.kapitalmenkul.com.tr<br \/>\n<\/a><\/strong><\/strong><a title=\"blocked::mailto:udogan@kapitalmenkul.com.tr\nblocked::http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\" href=\"mailto:udogan@kapitalmenkul.com.tr\"><strong>udogan@kapitalmenkul.com.tr<\/strong><\/a><\/p>\n<p style=\"text-align: justify\"><strong>UYARI: <\/strong>Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131smanl\u0131g\u0131 kapsam\u0131nda degildir. Yat\u0131r\u0131m dan\u0131smanl\u0131g\u0131 hizmeti; Arac\u0131 kurumlar, portf\u00f6y y\u00f6netim sirketleri, mevduat kabul etmeyen bankalar ile m\u00fcsteri aras\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131smanl\u0131g\u0131 s\u00f6zlesmesi \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n kisisel g\u00f6r\u00fcslerine dayanmaktad\u0131r. Bu g\u00f6r\u00fcsler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar dogurmayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; G\u00fcni\u00e7i k\u0131sa yorumlar\u0131m i\u00e7in Twitter Adresim: @uzeyir_dogan Sonunda Yunanistan piyasalar\u0131 bat\u0131racak!!! \u00a0En k\u00f6t\u00fc \u00e7eyrek geride kald\u0131: K\u00fcresel ekonomide toparlanma beklentileri her ge\u00e7en g\u00fcn zay\u0131flarken,&hellip;<\/p>\n","protected":false},"author":1,"featured_media":4711,"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":[],"class_list":["post-5880","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/5880","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=5880"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/5880\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/4711"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=5880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=5880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=5880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}