Pazartesi g\u00fcn\u00fc 10 bin 200\u2019l\u00fc seviyelere kadar sert d\u00fc\u015f\u00fc\u015f g\u00f6steren Borsa \u0130stanbul haftan\u0131n kalan g\u00fcnlerinde y\u00f6n\u00fcn\u00fc yukar\u0131 \u00e7evirdi. BIST 100 endeksi \u00e7ar\u015famba g\u00fcn\u00fc 10 bin 600 puan\u0131n \u00fczerini g\u00f6rd\u00fc. Piyasada k\u0131sa s\u00fcre i\u00e7erisinde g\u00f6r\u00fclen b\u00fcy\u00fck dalgalanmalar\u0131n nedeni ne? Endekste y\u00f6n ne olur? Ata Yat\u0131r\u0131m Ara\u015ft\u0131rma GMY Cemal Demirta\u015f merak edilen sorular\u0131 cevaplad\u0131.\u00a0<\/p>\n
Demirta\u015f milliyet.com.tr’ye yapt\u0131\u011f\u0131 a\u00e7\u0131klamada \u015fu ifadeleri kulland\u0131: Piyasada y\u00f6n aray\u0131\u015f\u0131 devam ederken, yurti\u00e7inde enflasyona ili\u015fkin beklentiler, g\u00fcndemdeki vergi reformu ve faiz seviyeleri, yurtd\u0131\u015f\u0131nda ise global faiz kararlar\u0131 ve T\u00fcrkiye\u2019nin ana ihracat pazarlar\u0131ndaki geli\u015fmelerde de yak\u0131ndan takip ediliyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki d\u00f6nemde borsan\u0131n \u00f6n\u00fcn\u00fcn a\u00e7\u0131k oldu\u011funu d\u00fc\u015f\u00fcnmekle birlikte \u00f6n\u00fcm\u00fczdeki 3-4 ayl\u0131k d\u00f6nemde daha \u00e7ok rotasyon ile hisse de\u011fi\u015fimlerinin ya\u015fanmas\u0131n\u0131 muhtemel g\u00f6r\u00fcyoruz.<\/p>\n
Vergi reformunua ili\u015fkin belirsizlikler ve b\u00f6lgesel jeopolitik geli\u015fmeler de zaman zaman piyasalarda a\u015fa\u011f\u0131 y\u00f6nl\u00fc dalgalanmalar\u0131 tetikliyor.
\u00d6te yandan, T\u00fcrkiye\u2019nin gri listeden \u00e7\u0131km\u0131\u015f olmas\u0131, makro ekonomi program\u0131na olan g\u00fcven ve \u00fclke risk primindeki d\u00fc\u015f\u00fc\u015fler de yukar\u0131 y\u00f6nl\u00fc hareketleri destekliyor.<\/p>\n
BORSADA YAKIN ZAMANDA B\u0130R REKOR BEKLEN\u0130YOR MU? <\/strong><\/p>\n \u00d6n\u00fcm\u00fczdeki d\u00f6nemde dolar baz\u0131nda son 10 y\u0131l\u0131n rekor seviyelerini y\u0131l\u0131n 2. Yar\u0131s\u0131n\u0131n sonlar\u0131na do\u011fru g\u00f6rme olas\u0131l\u0131\u011f\u0131m\u0131z\u0131 y\u00fcksek g\u00f6r\u00fcyoruz. Bu s\u00fcre\u00e7te i\u00e7 talepteki normalle\u015fme ve yava\u015flamaya ek olarak ihracat pazarlar\u0131ndaki toparlanman\u0131n katk\u0131s\u0131yla makro dengelerin daha da d\u00fczelmesi ve bu s\u00fcre\u00e7te AB ve ABD Merkez Bankalar\u0131n\u0131n faiz indirimleri de T\u00fcrkiye\u2019de de yeniden faiz indirimi beklentilerini ve 2025 y\u0131l\u0131nda yeniden b\u00fcy\u00fcme trendini sinyallerini verebilir.<\/p>\n DOLAR\/TL\u2019DE D\u00dc\u015e\u00dc\u015e\u00dcN DEVAMI GEL\u0130R M\u0130? <\/strong><\/p>\n Dolar\/TL\u2019de daha a\u015fa\u011f\u0131lar\u0131 \u00f6ng\u00f6rm\u00fcyoruz. Mevcut faiz politikalar\u0131 devam ederken, TCMB\u2019nin daha ziyade rezerv biriktirme e\u011filiminde olaca\u011f\u0131n\u0131 ve TL\u2019nin nominal olmasa da reel olarak Dolar ve Euro\u2019ya g\u00f6re de\u011fer kazanmaya devam etmesini \u00f6ng\u00f6r\u00fcyoruz. Y\u0131lsonu Dolar\/TL tahminimiz 37.50 seviyelerindedir.<\/p>\n ALTIN F\u0130YATLARINDA SI\u00c7RAMA OLUR MU? <\/strong><\/p>\n Tar\u0131m d\u0131\u015f\u0131 istihdam datas\u0131 ileri d\u00f6n\u00fck FED faiz kararlar\u0131 konusunda da i\u015faret verebilir ama genel olarak faiz indirim beklentilerinin y\u0131lsonuna do\u011fru olabilece\u011fi beklentisi hakim. Alt\u0131n fiyatlar\u0131n\u0131n ons fiyatlar\u0131n\u0131n 2300-2400 dolar seviyelerinde seyredece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.Alt\u0131n fiyatlar\u0131nda \u00f6nemli bir s\u0131\u00e7rama \u00f6ng\u00f6rm\u00fcyoruz.<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/altin-fiyatlarinda-sicrama-olur-mu-kritik-soruyu-uzman-isim-cevapladi-7150798<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Bu hafta sakin seyreden alt\u0131n fiyatlar\u0131 \u00e7ar\u015famba g\u00fcn\u00fc ABD\u2019de \u00f6zel sekt\u00f6r istihdam rakamlar\u0131n\u0131n a\u00e7\u0131klanmas\u0131yla birlikte y\u00fckseli\u015fe ge\u00e7ti. Alt\u0131n fiyatlar\u0131nda sert hareketler g\u00f6r\u00fcl\u00fcr m\u00fc? Gram alt\u0131nda 2500 lira ne zaman a\u015f\u0131l\u0131r? Ata Yat\u0131r\u0131m Ara\u015ft\u0131rma GMY Cemal Demirta\u015f merak edilen sorular\u0131 cevaplad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":90524,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[163,41,874],"class_list":["post-90523","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-dolar","tag-faiz","tag-yon"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/90523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=90523"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/90523\/revisions"}],"predecessor-version":[{"id":90525,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/90523\/revisions\/90525"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/90524"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=90523"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=90523"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=90523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}