{"id":7987,"date":"2011-11-22T11:03:20","date_gmt":"2011-11-22T08:03:20","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=7987"},"modified":"2011-11-22T11:03:20","modified_gmt":"2011-11-22T08:03:20","slug":"iyimser-senaryoda-cozum-aralik-sonunda","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/iyimser-senaryoda-cozum-aralik-sonunda\/","title":{"rendered":"\u0130yimser senaryoda \u00e7\u00f6z\u00fcm aral\u0131k sonunda"},"content":{"rendered":"<p align=\"center\"><strong><br \/>\n<\/strong><\/p>\n<p style=\"text-align: justify\">D\u00fcn Euro B\u00f6lgesi bor\u00e7 sorununa k\u0131sa bir ara verip g\u00f6zlerimizi ABD\u2019ye \u00e7evirdik. ABD\u2019de b\u00fct\u00e7e kesintilerine karar vermesi i\u00e7in kurulan S\u00fcper Komite uzla\u015fmaya varamad\u0131 ve b\u00fct\u00e7e kesintileri 2013 y\u0131l\u0131na yani 2012 sonunda iktidara gelecek yeni h\u00fck\u00fcmete b\u0131rak\u0131ld\u0131. D\u00fcn Komite\u2019nin anla\u015famamas\u0131 durumunda kredi derecelendirme kurulu\u015flar\u0131ndan not indirimi gelebilir spek\u00fclasyonlar\u0131 bo\u015fa \u00e7\u0131kt\u0131. Kredi derecelendirme kurulu\u015flar\u0131ndan bu haberin not indirimine neden olmayaca\u011f\u0131 yorumlar\u0131 yap\u0131ld\u0131. B\u00f6ylece haftaya bask\u0131 alt\u0131nda ba\u015flamam\u0131za neden olan ve bizlere AB sorunlar\u0131n\u0131 unutturan bu haber \u015fimdilik geride kald\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4280958604\"><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 style=\"text-align: justify\">Euro B\u00f6lgesi krizine \u00e7\u00f6z\u00fcm \u00fcretemeyen liderler \u015fimdilik suskunluk politikas\u0131 y\u00fcr\u00fctmeye ba\u015flam\u0131\u015f gibi g\u00f6r\u00fcn\u00fcyorlar. \u00d6nceki haftalarda \u00e7\u00f6z\u00fcm \u00f6nerileri ve a\u00e7\u0131klamalar havada u\u00e7u\u015furken, son g\u00fcnlerde daha az konu\u015fmay\u0131 tercih etmeye ba\u015flad\u0131lar. Fakat bu durum az laf, \u00e7ok i\u015f olarak alg\u0131lanmamal\u0131. Bizce bu suskunlu\u011fun ard\u0131nda \u00e7aresizlik ve kar\u015f\u0131s\u0131ndakini tartma e\u011filimi var. \u0130\u015fi \u00e7\u0131kmaza g\u00f6t\u00fcrense birlik oldu\u011funu iddia eden Avrupa\u2019da ortak \u00e7\u00f6z\u00fcm aray\u0131\u015f\u0131 yerine birlik \u00fcyelerinin birbirlerine di\u015f g\u00f6sterme m\u00fccadelesinin ba\u015flam\u0131\u015f olmas\u0131. Almanya Ba\u015fbakan\u0131 Merkel\u2019in \u0131srarlar\u0131 \u00e7\u00f6z\u00fcm\u00fc geciktirse de bizce \u0131srarlar\u0131nda olduk\u00e7a hakl\u0131. Almanya maliyeti \u00fcstlenmek kar\u015f\u0131l\u0131\u011f\u0131nda ayn\u0131 hatalar\u0131n tekrarlanmamas\u0131n\u0131n garantisini almak istiyor. Almanya bu garantiyi almad\u0131\u011f\u0131 s\u00fcrece, Euro B\u00f6lgesi tahvili ya da parasal geni\u015fleme gibi senaryolar\u0131n uygulamaya konulmas\u0131 \u00e7ok zor g\u00f6r\u00fcn\u00fcyor. Bu nedenle k\u0131sa vadede Euro B\u00f6lgesi\u2019nde hen\u00fcz \u00e7\u00f6z\u00fcm\u00fcn \u00e7ok uza\u011f\u0131nda oldu\u011fumuzu d\u00fc\u015f\u00fcn\u00fcyoruz. D\u00fcnk\u00fc haftal\u0131k b\u00fcltenimizde de de\u011findi\u011fimiz gibi \u00e7\u00f6z\u00fcm i\u00e7in en iyimser senaryoda aral\u0131k sonundaki liderler zirvesini bekleyece\u011fimizi tahmin ediyoruz.<\/p>\n<p style=\"text-align: justify\">Bug\u00fcn g\u00fcn\u00fcn \u00f6nemli verisi ABD\u2019den gelecek 3. \u00e7eyrek b\u00fcy\u00fcme rakam\u0131. %2,5 olarak a\u00e7\u0131klanan ilk tahminin bug\u00fcn a\u00e7\u0131klanacak olan 2.tahminde %2,3\u2019e d\u00fc\u015fmesi bekleniyor. 15:30\u2019da a\u00e7\u0131klanacak bu veri sonras\u0131 bir miktar hareketlilik olabilir dikkatli olmakta fayda var.<\/p>\n<p style=\"text-align: justify\">\u0130MKB 30\u2019a gelince d\u00fcnk\u00fc haftal\u0131k strateji raporumuzda ifade etti\u011fimiz seviyelerde bir de\u011fi\u015fiklik yok. 65,500 deste\u011finin k\u0131r\u0131lm\u0131\u015f olmas\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131lar\u0131 artt\u0131rd\u0131. Yeninden bu seviye \u00fczerine at\u0131lamad\u0131\u011f\u0131 s\u00fcrece a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131lar\u0131n devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. A\u015fa\u011f\u0131da ilk hedefse 62,000 civar\u0131. Bu b\u00f6lgede g\u00fc\u00e7l\u00fc destek olu\u015fumunu beklemekle birlikte, 60,000\u2019e kadar olabilecek bir geri \u00e7ekilme de g\u00f6z ard\u0131 edilmemeli. Olas\u0131 tepkilerde 65,500 a\u015f\u0131lmad\u0131\u011f\u0131 s\u00fcrece temkinli davranmak gerekiyor. Kal\u0131c\u0131 bir y\u00fckseli\u015f i\u00e7inse 67,500\u2019\u00fcn ge\u00e7ilmesi beklenmeli. Biz \u00f6n\u00fcm\u00fczdeki bir haftal\u0131k s\u00fcre\u00e7te bu ihtimali \u00e7ok d\u00fc\u015f\u00fck g\u00f6r\u00fcyoruz.<\/p>\n<p style=\"text-align: justify\">\n<p style=\"text-align: justify\"><strong>\u00dczeyir DO\u011eAN<\/strong><strong><br \/>\n<strong>Kapital Menkul De\u011ferler A.\u015e.<\/strong><\/strong><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><\/strong><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 \/> <\/a><\/strong><\/strong><a title=\"blocked::mailto:udogan@kapitalmenkul.com.tr\nblocked::http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\nblocked::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\">\n<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>D\u00fcn Euro B\u00f6lgesi bor\u00e7 sorununa k\u0131sa bir ara verip g\u00f6zlerimizi ABD\u2019ye \u00e7evirdik. ABD\u2019de b\u00fct\u00e7e kesintilerine karar vermesi i\u00e7in kurulan S\u00fcper Komite uzla\u015fmaya varamad\u0131 ve b\u00fct\u00e7e&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-7987","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\/7987","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=7987"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/7987\/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=7987"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=7987"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=7987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}