{"id":9876,"date":"2012-01-05T10:46:33","date_gmt":"2012-01-05T08:46:33","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=9876"},"modified":"2012-01-05T10:52:27","modified_gmt":"2012-01-05T08:52:27","slug":"veriler-umut-isigi-olabilir","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/veriler-umut-isigi-olabilir\/","title":{"rendered":"Veriler umut \u0131\u015f\u0131\u011f\u0131 olabilir"},"content":{"rendered":"<p>Borsalarda yeni y\u0131lla ba\u015flayan olumlu hava d\u00fcn ivme kaybetti. Yurtd\u0131\u015f\u0131nda kay\u0131plar s\u0131n\u0131rl\u0131 olurken \u0130MKB\u2019deki sat\u0131\u015flar \u00e7ok daha sertti. \u0130MKB\u2019de g\u00fcn i\u00e7inde verdi\u011fimiz teknik yorumlarda dile getirdi\u011fimiz kanal i\u00e7indeki hareket devam ediyor. Fakat bu hareketler son iki g\u00fcnde olduk\u00e7a sert ger\u00e7ekle\u015fti.\u00a0 Bu kanal i\u00e7indeki sert hareketler bir s\u00fcre daha devam edebilir. Yurtd\u0131\u015f\u0131nda ise haftan\u0131n son iki g\u00fcn\u00fc verilerle birlikte yukar\u0131 y\u00f6nl\u00fc hareket olu\u015fabilir.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3619367375\"><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><span style=\"color: #0000ff\"><strong>Avrupa\u2019da ihaleler iyiye i\u015faret etmiyor<\/strong><\/span><\/p>\n<p>\u00d6nceki g\u00fcn Fransa\u2019da d\u00fcn de Almanya\u2019da ger\u00e7ekle\u015ftirilen bono ihalelerinde teklifler \u00e7ok d\u00fc\u015f\u00fck kald\u0131 ve istenilen miktarlar\u0131n alt\u0131nda bor\u00e7lan\u0131ld\u0131. Bug\u00fcn Fransa\u2019da 2021 ve 2026 vadeli toplam 19 milyar euroya yak\u0131n ihale ger\u00e7ekle\u015ftirilecek. \u00d6nceki ihaleler daha d\u00fc\u015f\u00fck tutarlar i\u00e7indi ve yeterli talep gelmedi. Bug\u00fcnk\u00fc ihale y\u0131l\u0131n ilk b\u00fcy\u00fck ihalesi olacak, elbette g\u00f6zler de gelecek talepte ve olu\u015facak faizde. Bu hafta bu ihaleler \u00f6nc\u00fc g\u00f6stergeler. Haftaya bu piyasa daha da canlanacak ve daha y\u00fckl\u00fc tutarlarda ihaleler arka arkaya gelecek yani s\u0131k\u0131nt\u0131y\u0131 haftaya daha net g\u00f6rece\u011fiz. \u00d6nemli bir g\u00f6sterge de Avrupa Merkez Bankas\u0131\u2019n\u0131n y\u0131l\u0131n son g\u00fcnlerinde bankalara a\u00e7t\u0131\u011f\u0131 3 y\u0131ll\u0131k likiditenin seyri.\u00a0 Bu likidite ile bankalararas\u0131 piyasan\u0131n ve D\u0130BS pazar\u0131n\u0131n rahatlayaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyordu, fakat her ak\u015fam Avrupa Merkez Bankas\u0131\u2019na giden serbest mevduat\u0131n yeni rekor k\u0131rd\u0131\u011f\u0131n\u0131 okuyoruz. \u00d6zetle g\u00fcven ortam\u0131 sa\u011flanmad\u0131\u011f\u0131 s\u00fcrece verilen likiditenin de faydas\u0131 olmuyor. AB\u2019de yeni ad\u0131mlar at\u0131lmak zorunda, bu ad\u0131mlar at\u0131lana kadar da s\u0131k\u0131nt\u0131 devam edecek. Bug\u00fcn Fransa ihalelerinde sonu\u00e7lar g\u00f6r\u00fclene kadar da stres devam edecektir.<\/p>\n<p><span style=\"color: #0000ff\"><strong>ABD\u2019de veriler haftay\u0131 olumlu kapatt\u0131rabilir<\/strong><\/span><\/p>\n<p>Bug\u00fcn \u00f6\u011fleden sonra TS\u0130 15:15\u2019te a\u00e7\u0131klanacak ADP \u00f6zel sekt\u00f6r istihdam\u0131 ve yar\u0131n 15:30\u2019da gelecek tar\u0131m d\u0131\u015f\u0131 istihdam ve i\u015fsizlik oran\u0131 rakamlar\u0131 piyasalara moral verebilir. Ge\u00e7ti\u011fimiz ay a\u00e7\u0131klanan verilerden ABD\u2019de i\u015fg\u00fcc\u00fc piyasas\u0131n\u0131n ray\u0131na oturdu\u011funu g\u00f6rm\u00fc\u015ft\u00fck. Bu ay da verilerin en az\u0131ndan beklentileri kar\u015f\u0131lamas\u0131, s\u0131\u011f piyasalarda yukar\u0131 y\u00f6nl\u00fc hareketi destekleyebilir. \u00a0Bu nedenle bug\u00fcn \u00f6\u011fleden sonra ve yar\u0131n piyasalarda verilerin etkisiyle hava olumluya d\u00f6nebilir. Bizce haftan\u0131n geri kalan\u0131 gelecek bu verilere ba\u011fl\u0131, bu nedenle de veriler y\u00f6n\u00fcnde hareket etmekte fayda oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Fakat \u0130MKB\u2019de performans\u0131n yurtd\u0131\u015f\u0131na g\u00f6re zay\u0131f kalmas\u0131 bizleri \u015fa\u015f\u0131rtmayacak. \u00a0Buna da dikkat etmek gerekiyor.<\/p>\n<p><span style=\"color: #0000ff\"><strong>\u0130ran ve Petrol b\u00fcy\u00fck risk<\/strong><\/span><\/p>\n<p>Hen\u00fcz sadece petrol fiyatlar\u0131nda etkisi hissedilmeye ba\u015flansa da \u0130ran konusu T\u00fcrkiye ekonomisi i\u00e7in b\u00fcy\u00fck risk unsuru. \u0130ran\u2019a gelecek yapt\u0131r\u0131mlardan T\u00fcrkiye ne kadar muaf tutulabilir bilmiyoruz ama etkilenece\u011fimiz kesin. Bug\u00fcn i\u00e7in olmasa da ilerleyen g\u00fcnlerde \u0130ran kaynakl\u0131 sat\u0131\u015flara kar\u015f\u0131 da haz\u0131rl\u0131kl\u0131 olunmal\u0131.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/01\/m_logo.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-9748 alignleft\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/01\/m_logo.png\" alt=\"\" width=\"221\" height=\"53\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<br \/>\n<\/strong><strong><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\">uzeyir.dogan@marbasmenkul.com.tr<br \/>\n<\/a><\/strong><strong>0212 286 98 22<\/strong><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2065289050\"><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","protected":false},"excerpt":{"rendered":"<p>Borsalarda yeni y\u0131lla ba\u015flayan olumlu hava d\u00fcn ivme kaybetti. Yurtd\u0131\u015f\u0131nda kay\u0131plar s\u0131n\u0131rl\u0131 olurken \u0130MKB\u2019deki sat\u0131\u015flar \u00e7ok daha sertti. \u0130MKB\u2019de g\u00fcn i\u00e7inde verdi\u011fimiz teknik yorumlarda dile&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-9876","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\/9876","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=9876"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/9876\/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=9876"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=9876"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=9876"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}