{"id":6299,"date":"2011-10-11T16:10:29","date_gmt":"2011-10-11T13:10:29","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=6299"},"modified":"2011-10-11T16:12:07","modified_gmt":"2011-10-11T13:12:07","slug":"seans-icinden-11-ekim-2011","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-icinden-11-ekim-2011\/","title":{"rendered":"Seans \u0130\u00e7inden &#8211; 11 Ekim 2011"},"content":{"rendered":"<p><strong>16:20<\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2384942117\"><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>\u0130lk yorumdan sonraki geli\u015fmelee bakt\u0131\u011f\u0131m\u0131zda, a\u015fa\u011f\u0131daki haber geldi.<\/p>\n<p><span style=\"color: #333399;\">Avrupa Birli\u011fi, Uluslararas\u0131 Para Fonu IMF ve Avrupa Merkez Bankas\u0131&#8217;ndan olu\u015fan Troyka Heyeti&#8217;nin denet\u00e7ileri,<strong> Yunanistan&#8217;\u0131n 5. g\u00f6zden ge\u00e7irmesini tamamlad\u0131klar\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/strong>\u00a0Avrupa Komisyonu&#8217;nun Atina&#8217;daki ofislerinden g\u00f6nderilen a\u00e7\u0131klamada, Yunanistan&#8217;\u0131n genel olarak maliye s\u0131k\u0131la\u015ft\u0131rmas\u0131nda \u00f6nemli ilerleme kaydetti\u011fi belirtildi. A\u00e7\u0131klamaya g\u00f6re, program\u0131n ba\u015far\u0131s\u0131n\u0131n \u00f6zel sekt\u00f6r kat\u0131l\u0131m\u0131 ve resmi sekt\u00f6rden gelecek yeterli finansmana ba\u011fl\u0131 olmaya devam ediyor. Komisyonun a\u00e7\u0131klamas\u0131nda, &#8220;\u00f6zel sekt\u00f6r\u00fcn Avrupal\u0131 liderlerce verilen teminatlarla kat\u0131l\u0131m\u0131na ili\u015fkin devam eden g\u00f6r\u00fc\u015fmeler, program\u0131n tamam\u0131yla finanse edildi\u011fini g\u00f6steriyor&#8221; denildi. Euro Gruo ve IMF Y\u00f6netimi&#8217;nin 5. g\u00f6zden ge\u00e7irmeyi onaylamas\u0131n\u0131n ard\u0131ndan, <strong>Yunanistan&#8217;\u0131n Kas\u0131m ba\u015f\u0131nda 8 milyar euroluk bir sonraki kredi dilimini almas\u0131 m\u00fcmk\u00fcn olacak<\/strong>.<\/span><\/p>\n<p>Bu haber sonras\u0131nda Avrupa biraz sat\u0131\u015f yedi. Yunanistan&#8217;\u0131n bu kredi dilimi bir miktar s\u0131k\u0131nt\u0131 yaratm\u0131\u015f g\u00f6r\u00fcn\u00fcyor.\u00a0 DAX endeksi \u015fu an y\u00fczde 1 a\u015fa\u011f\u0131da ve S&amp;amp;P future&#8217;lar\u0131 da y\u00fczde 0.57 a\u015fa\u011f\u0131da bulunuyor. Biz de buna paralel bir hareket yap\u0131yoruz ve endeks 58.075 seviyesinde olup, d\u00fcne g\u00f6re y\u00fczde 0.41 a\u015fa\u011f\u0131da bulunuyor. Bug\u00fcn i\u00e7in endeksin 58.150 ile 58.750 aras\u0131nda hareket etmesini bekliyordum, fakat \u015fu an 58.150 seviyesinin yakla\u015f\u0131k 75 puan alt\u0131nday\u0131z ama \u00e7ok \u00f6nemli bir sorun yaratcak geli\u015fme de\u011fil. D\u0131\u015f piyasalarla kar\u015f\u0131l\u015fat\u0131r\u0131ld\u0131\u011f\u0131nda geri \u00e7ekilme oran\u0131 \u00e7ok daha iyi durumda oldu\u011fumuzu sinyal veriyor.<\/p>\n<p>DAX endeksinin g\u00fcnl\u00fck bazda \u00e7ok \u00f6nemli art\u0131\u015flar yapt\u0131ktan sonra bir miktar geri \u00e7ekilmesini de teknik olarak inceledi\u011fimizde kritik noktan\u0131n\u00a0 5675 oldu\u011funu g\u00f6r\u00fcyoruz. Bu seviye a\u015fa\u011f\u0131 k\u0131r\u0131lmad\u0131\u011f\u0131 s\u00fcrece \u015fu anki gerileme teknik a\u00e7\u0131dan belirgin bir a\u015fa\u011f\u0131 d\u00f6n\u00fc\u015f sinyali de\u011fil. A\u015fa\u011f\u0131daki grafikte \u00e7izilen k\u0131rm\u0131z\u0131 \u00e7izgi \u00fczerinde kald\u0131\u011f\u0131 s\u00fcrece sorun yok. \u015eu an Avrupa&#8217;n\u0131n niyeti belli oldu. Bankalara kaynak aktar\u0131l\u0131p, Yunanistan tahvillerinde de zarar yazacaklar ve Yunan tahvillerinin de vadeleri \u00e7ok uzayacak.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/dax-endeksi-11-ekim.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6318\" title=\"dax endeksi-11 ekim\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/dax-endeksi-11-ekim.png\" alt=\"\" width=\"513\" height=\"380\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/dax-endeksi-11-ekim.png 513w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/dax-endeksi-11-ekim-300x222.png 300w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/dax-endeksi-11-ekim-500x370.png 500w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/dax-endeksi-11-ekim-67x50.png 67w\" sizes=\"auto, (max-width: 513px) 100vw, 513px\" \/><\/a><\/p>\n<p>Bizim endeksin 60 dakikal\u0131k grafi\u011fi de a\u015fa\u011f\u0131da veriliyor. Burada g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere orta vadeli trend \u00e7izgisinin tam \u00fczerindeyiz ama hacim zay\u0131f oldu\u011fu i\u00e7in \u015fu an en \u00f6nemli deste 56.700 civar\u0131ndad\u0131r. Bunun alt\u0131na sarkma olmad\u0131\u011f\u0131 s\u00fcrece bu a\u015famadda izlemede kalmakta fayda var. \u00a0Amerikan borsalar\u0131 a\u00e7\u0131ld\u0131ktan sonra biraz volatilite art\u0131\u015f\u0131 olacakt\u0131r.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/endeks-11ekim.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6320\" title=\"endeks-11ekim\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/endeks-11ekim.png\" alt=\"\" width=\"513\" height=\"380\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/endeks-11ekim.png 513w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/endeks-11ekim-300x222.png 300w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/endeks-11ekim-500x370.png 500w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/10\/endeks-11ekim-67x50.png 67w\" sizes=\"auto, (max-width: 513px) 100vw, 513px\" \/><\/a><\/p>\n<p>Webinara kat\u0131lacaklar i\u00e7in gerekli a\u00e7\u0131klamalar\u0131 webinar ba\u015fl\u0131kl\u0131 yaz\u0131da yapt\u0131m. Sa\u011fl\u0131cakla kal\u0131n\u0131z&#8230;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>11:10<\/strong><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1677003337\"><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>Endeks 58.300 seviyesinden a\u00e7\u0131ld\u0131ktan sonra en y\u00fcksek 58.700 civar\u0131n\u0131 g\u00f6rd\u00fc ve \u015fu an 58.600 civar\u0131nda bulunuyor. Genel olarak d\u0131\u015f piyasalar d\u00fcn \u00e7ok olumluydu. Hem Amerikan borsalar\u0131 hem de Avrupa borsalar\u0131nda \u00f6nemli kazan\u00e7lar g\u00f6r\u00fcld\u00fc. Bu borsalarda art\u0131\u015flar y\u00fczde 3 &#8216;\u00fc ge\u00e7ti.<\/p>\n<p>Daha \u00f6nceki yaz\u0131mda da vurgulad\u0131\u011f\u0131m \u00fczere, piyasan\u0131n g\u00fczeli, Avrupa bankalar\u0131na sermaye enjeksiyonu oldu. E\u011fer piyasalar bu geli\u015fmelere y\u00fcz \u00e7evirseydi, pek fazla bir\u015fey beklemezdik ama b\u00fcy\u00fck fonlar\u0131 y\u00f6netenler kendi bilgi kanallar\u0131n\u0131 da kullanarak Avrupa&#8217;da bankac\u0131l\u0131k sistemine ciddi bir sermaye enjeksiyonu yap\u0131laca\u011f\u0131na innam\u0131\u015fl durumdalar. Ge\u00e7en haftaki seans i\u00e7inden yapt\u0131\u011f\u0131m yorumlarda, DAX endeksinin ve Dow jones&#8217;un dibini g\u00f6rd\u00fc\u011f\u00fcn\u00fc ve yukar\u0131 y\u00f6nl\u00fc bir harekete ba\u015flayaca\u011f\u0131n\u0131 ve bizi de olumlu etkileyece\u011fini vurgulam\u0131\u015ft\u0131m. Ba\u015fta bizim piyasalar pek olumlu etkilenmese de, yava\u015f yava\u015f havaya girmi\u015f durumda. Ge\u00e7en haftaki bir yorumumda Avrupa Merkez BAnkas\u0131&#8217; faizleri de\u011fi\u015ftirmezse ve DAX 5.600 \u00fczerinde kapat\u0131rsa yukar\u0131 gidi\u015fin en \u00f6nemli sinyali bu olacakt\u0131r diye bildirmi\u015ftim. \u015eu an d\u0131\u015f piyasalardaki genel senaryo bu \u015fekilde geli\u015fiyor. Tabi ki ani olumsuz bir haber yine sat\u0131\u015flar\u0131 getirebilir ama burada piyasan\u0131n \u015fu an i\u00e7inde bulundu\u011fu psikolojiyi anlamak daha \u00f6nemli oluyor.<\/p>\n<p>DOlara bakt\u0131\u011f\u0131m\u0131zda ise a\u015fa\u011f\u0131 y\u00f6nl\u00fc bir hareket var. Merkez BAnkas\u0131&#8217;n\u0131n m\u00fcdahaleleeri etkili olmu\u015f g\u00f6r\u00fcnse de d\u00fcnyadaki dolar talebinin azald\u0131\u011f\u0131n\u0131 da DXY endeksinden g\u00f6r\u00fcyoruz. Bu s\u0131ralar geli\u015fmekte olan \u00fclkelerin paralar\u0131 dolara kar\u015f\u0131 y\u00fczde 2-5 aras\u0131 de\u011fer kazanabilir ve dolar 1.81-1.86 aral\u0131\u011f\u0131nda hareket edebilir.<\/p>\n<p>Alt\u0131n ise bug\u00fcn de y\u00fckseliyor. 1678 dolara kadar \u00e7\u0131kt\u0131. Avrupa&#8217;daki geli\u015fmelerden olumlu y\u00f6nde etkileniyor. EMtia piyasalar\u0131nda da yukar\u0131 y\u00f6nl\u00fc hareketlerin olmas\u0131, ekonomilerde son \u00e7eyrekte bir k\u0131pr\u0131danma olabilece\u011fini g\u00f6steriyor.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-957192729\"><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>Endeksin 58.150&#8217;yi destek yaparak yukar\u0131 y\u00f6nl\u00fc hareketini h\u0131zl\u0131 olmasa da yava\u015f yava\u015f devam ettirmesini bekleyebiliriz.\u00a0 Bir sonraki yorumu saat 16:00&#8217;da verece\u011fim. Bu ak\u015fam Webinar yapaca\u011f\u0131z. Bunun linki ak\u015fam saat 19:45&#8217;de yukar\u0131da men\u00fcde WEBINAR b\u00f6l\u00fcm\u00fcnde verilecektir. Ayr\u0131ca daha \u00f6nce kay\u0131t yapt\u0131rm\u0131\u015f olanlara da mail g\u00f6nderilecektir. Arzu eden kat\u0131labilir.<\/p>\n<p>\u015eimdilik sa\u011fl\u0131cakla kal\u0131n\u0131z&#8230;.<\/p>\n<div><span class=\"Apple-style-span\" style=\"color: #333333; font-family: Arial, 'Bitstream Vera Sans', Helvetica, Verdana, sans-serif; font-size: 12px; line-height: 20px; white-space: pre-wrap; background-color: #ffffff;\"><br \/>\n<\/span><\/div>\n","protected":false},"excerpt":{"rendered":"<p>16:20 \u0130lk yorumdan sonraki geli\u015fmelee bakt\u0131\u011f\u0131m\u0131zda, a\u015fa\u011f\u0131daki haber geldi. Avrupa Birli\u011fi, Uluslararas\u0131 Para Fonu IMF ve Avrupa Merkez Bankas\u0131&#8217;ndan olu\u015fan Troyka Heyeti&#8217;nin denet\u00e7ileri, Yunanistan&#8217;\u0131n 5.&hellip;<\/p>\n","protected":false},"author":102,"featured_media":6025,"comment_status":"closed","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":[],"class_list":["post-6299","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\/6299","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=6299"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/6299\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/6025"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=6299"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=6299"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=6299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}