{"status":true,"post":{"id":18307,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 13:12:01","created_at":"2018-04-23T21:00:00.000000Z","updated_at":"2022-10-24T10:12:01.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":18307,"is_featured":0,"title":"Erken se\u00e7im karar\u0131 ve piyasalar\u0131n verdi\u011fi tepkiler","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Erken se\u00e7im karar\u0131n\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan 18 Nisan 2018 g\u00fcn\u00fc TL cinsi varl\u0131klarda al\u0131m e\u011filiminin h\u0131zl\u0131 bir \u015fekilde artt\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck.<\/span><\/p>  <p><span class=\"large\">Bunun yan\u0131nda yurtd\u0131\u015f\u0131ndan da bu geli\u015fmeye ba\u011fl\u0131 farkl\u0131 yorumlar almaya devam ediyoruz; Londra\u2019da bulunan TD Securities geli\u015fen piyasalar strateji birim y\u00f6neticisi Cristian maggio, \u201cErken se\u00e7im Lira\u2019da h\u0131zl\u0131 zay\u0131flama sinyali veriyor\u201d dedi. \u201cHemen olmasa da y\u0131l\u0131n ikinci yar\u0131s\u0131nda\u201d diye ekleme yapt\u0131\u011f\u0131 s\u0131rada TL d\u00f6viz kar\u015f\u0131s\u0131nda de\u011fer kazan\u0131yordu. Bu yorum daha \u00e7ok T\u00fcrk Liras\u0131\u2019na kar\u015f\u0131 ald\u0131\u011f\u0131 pozisyon nedeniyle manip\u00fcle edilmi\u015f bir yorum gibi g\u00f6r\u00fcn\u00fcyor. Bunun gibi daha \u00e7ok yorum g\u00f6rebiliriz. Bu tarz yorumlar T\u00fcrk Liras\u0131\u2019n\u0131 kimlerin zay\u0131flatmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 konusunda da \u00f6nemli ipu\u00e7lar\u0131 veriyor. Demek ki i\u015fin bir ucu Londra\u2019da\u2026 <\/span><\/p>  <p><span class=\"large\">Yine Londra\u2019da bulunan Ashmore Group PLC ara\u015ft\u0131rma birim y\u00f6neticisi Jan Dehn, T\u00fcrkiye i\u00e7in a\u015fa\u011f\u0131 yukar\u0131 her \u015feyden daha \u00f6nemlisinin siyasi istikrar oldu\u011funu ifade etti. Se\u00e7imlerde Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n kazanaca\u011f\u0131 konusunda \u015f\u00fcphe duymad\u0131klar\u0131n\u0131 belirtirken, bunun \u00f6ng\u00f6r\u00fclebilir gelecekte istikrar sinyali verdi\u011fine de vurgu yapt\u0131. k\u0131sacas\u0131 \u015fu anki durumu siyasi istikrar i\u00e7in yeterli g\u00f6rmeyen bir bak\u0131\u015f a\u00e7\u0131s\u0131 ile mevcut piyasa hareketlerine ba\u011fl\u0131 minareye k\u0131l\u0131f uydurma a\u00e7\u0131klamas\u0131.<\/span><\/p>  <p><span class=\"large\">Gelelim JP morgan\u2019a... \u201cErken se\u00e7im karar\u0131 mali gev\u015feme riskini azalt\u0131rken, TCmB\u2019nin faiz art\u0131rmas\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fckseltti\u201d dedi. k\u0131sacas\u0131 erken se\u00e7im karar\u0131yla faizler y\u00fckselecek diye umutlanm\u0131\u015f. Oysa tahvillere gelen al\u0131mlarla faizler d\u00fc\u015ft\u00fc. k\u0131sacas\u0131 umut fakirin ekme\u011fi durumunda bir yorum. <\/span><\/p>  <p><span class=\"large\">Buna paralel bir yorum da yine Londra\u2019da bulunan Fidelity International portf\u00f6y y\u00f6neticisi Paul Greer\u2019den gelmi\u015f. \u201cYeni se\u00e7im h\u00fck\u00fcmeti kur istikrar\u0131na \u00f6ncelik vermesi ve TL volatilitesini engellemek i\u00e7in TCmB\u2019nin gerekeni yapmas\u0131na m\u00fcsaade etmesi y\u00f6n\u00fcnde te\u015fvik edecek\u201d demi\u015f. Yani erken se\u00e7im nedeniyle TCmB daha rahat faiz art\u0131r\u0131r bayram\u0131n\u0131 ya\u015f\u0131yorlar. Hatta 25 Nisan g\u00fcn\u00fc TCmB yar\u0131m puan faiz art\u0131r\u0131r demeye bile ba\u015flad\u0131lar. kurlar\u0131 kontrol etmek i\u00e7in TL arz\u0131n\u0131n kontrol\u00fcn\u00fc s\u00f6yleyen yok. Yani kurlar\u0131 manip\u00fcle edenlerin temel amac\u0131 faiz art\u0131r\u0131m\u0131yd\u0131 ve bu ama\u00e7lar birer birer ortaya \u00e7\u0131k\u0131yor. Bakal\u0131m bu konuda gev\u015feme olacak m\u0131? <\/span><\/p>  <p><span class=\"large\">\u015eimdi piyasaya bir bakal\u0131m; Dolar \/TL 18 Nisan 2018 g\u00fcn\u00fc 4.1083 seviyesinden 4.0051 TL seviyesine kadar adeta \u00e7ak\u0131lm\u0131\u015f. EUR\/TL 5.0841 TL\u2019sinden 4.9581 TL\u2019sine kadar sert bir \u015fekilde d\u00fc\u015fm\u00fc\u015f. Borsa d\u00fc\u015f\u00fc\u015f e\u011filimindeyken bir anda 107439 seviyesinden 112099 seviyesine kadar y\u00fckselmi\u015f. T\u00fcrk Eurobond\u2019lar\u0131 da bu olumlu havadan pay\u0131n\u0131 alm\u0131\u015f. Gelen al\u0131mlarla 1.5 dolara kadar kazan\u00e7lar g\u00f6r\u00fcld\u00fc. Yani fiyatlar\u0131 y\u00fckseldi. Bu durum faizlerin d\u00fc\u015fmesi anlam\u0131na geliyor. <\/span><\/p>  <p><span class=\"large\">\u00d6zetle; erken se\u00e7im karar\u0131na ilk gelen tepki faizlerin d\u00fc\u015fmesi, T\u00fcrk Liras\u0131\u2019n\u0131n de\u011fer kazanmas\u0131 ve borsan\u0131n y\u00fckselmesi \u015feklindedir. Ama burada dikkatli olmam\u0131z \u015fart. \u00c7\u00fcnk\u00fc bu al\u0131mlar\u0131 yapanlar s\u0131\u011f ve i\u015flem hacminin d\u00fc\u015f\u00fck oldu\u011fu zamanlarda ald\u0131klar\u0131yla piyasalar\u0131 bozmaya ve insanlar\u0131 panikletmeye \u00e7al\u0131\u015fabilirler. Tedbiri elden b\u0131rakmayal\u0131m.<\/span><\/p>  \t\t\t\t","slug":"erken-secim-karari-ve-piyasalarin-verdigi-tepkiler","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Erken se\u00e7im karar\u0131 ve piyasalar\u0131n verdi\u011fi tepkiler","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":88,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":18406,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":18307,"locale":"tr","category_id":73,"title":"Erken se\u00e7im karar\u0131 ve piyasalar\u0131n verdi\u011fi tepkiler","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Erken se\u00e7im karar\u0131n\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan 18 Nisan 2018 g\u00fcn\u00fc TL cinsi varl\u0131klarda al\u0131m e\u011filiminin h\u0131zl\u0131 bir \u015fekilde artt\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck.<\/span><\/p>  <p><span class=\"large\">Bunun yan\u0131nda yurtd\u0131\u015f\u0131ndan da bu geli\u015fmeye ba\u011fl\u0131 farkl\u0131 yorumlar almaya devam ediyoruz; Londra\u2019da bulunan TD Securities geli\u015fen piyasalar strateji birim y\u00f6neticisi Cristian maggio, \u201cErken se\u00e7im Lira\u2019da h\u0131zl\u0131 zay\u0131flama sinyali veriyor\u201d dedi. \u201cHemen olmasa da y\u0131l\u0131n ikinci yar\u0131s\u0131nda\u201d diye ekleme yapt\u0131\u011f\u0131 s\u0131rada TL d\u00f6viz kar\u015f\u0131s\u0131nda de\u011fer kazan\u0131yordu. Bu yorum daha \u00e7ok T\u00fcrk Liras\u0131\u2019na kar\u015f\u0131 ald\u0131\u011f\u0131 pozisyon nedeniyle manip\u00fcle edilmi\u015f bir yorum gibi g\u00f6r\u00fcn\u00fcyor. Bunun gibi daha \u00e7ok yorum g\u00f6rebiliriz. Bu tarz yorumlar T\u00fcrk Liras\u0131\u2019n\u0131 kimlerin zay\u0131flatmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 konusunda da \u00f6nemli ipu\u00e7lar\u0131 veriyor. Demek ki i\u015fin bir ucu Londra\u2019da\u2026 <\/span><\/p>  <p><span class=\"large\">Yine Londra\u2019da bulunan Ashmore Group PLC ara\u015ft\u0131rma birim y\u00f6neticisi Jan Dehn, T\u00fcrkiye i\u00e7in a\u015fa\u011f\u0131 yukar\u0131 her \u015feyden daha \u00f6nemlisinin siyasi istikrar oldu\u011funu ifade etti. Se\u00e7imlerde Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n kazanaca\u011f\u0131 konusunda \u015f\u00fcphe duymad\u0131klar\u0131n\u0131 belirtirken, bunun \u00f6ng\u00f6r\u00fclebilir gelecekte istikrar sinyali verdi\u011fine de vurgu yapt\u0131. k\u0131sacas\u0131 \u015fu anki durumu siyasi istikrar i\u00e7in yeterli g\u00f6rmeyen bir bak\u0131\u015f a\u00e7\u0131s\u0131 ile mevcut piyasa hareketlerine ba\u011fl\u0131 minareye k\u0131l\u0131f uydurma a\u00e7\u0131klamas\u0131.<\/span><\/p>  <p><span class=\"large\">Gelelim JP morgan\u2019a... \u201cErken se\u00e7im karar\u0131 mali gev\u015feme riskini azalt\u0131rken, TCmB\u2019nin faiz art\u0131rmas\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fckseltti\u201d dedi. k\u0131sacas\u0131 erken se\u00e7im karar\u0131yla faizler y\u00fckselecek diye umutlanm\u0131\u015f. Oysa tahvillere gelen al\u0131mlarla faizler d\u00fc\u015ft\u00fc. k\u0131sacas\u0131 umut fakirin ekme\u011fi durumunda bir yorum. <\/span><\/p>  <p><span class=\"large\">Buna paralel bir yorum da yine Londra\u2019da bulunan Fidelity International portf\u00f6y y\u00f6neticisi Paul Greer\u2019den gelmi\u015f. \u201cYeni se\u00e7im h\u00fck\u00fcmeti kur istikrar\u0131na \u00f6ncelik vermesi ve TL volatilitesini engellemek i\u00e7in TCmB\u2019nin gerekeni yapmas\u0131na m\u00fcsaade etmesi y\u00f6n\u00fcnde te\u015fvik edecek\u201d demi\u015f. Yani erken se\u00e7im nedeniyle TCmB daha rahat faiz art\u0131r\u0131r bayram\u0131n\u0131 ya\u015f\u0131yorlar. Hatta 25 Nisan g\u00fcn\u00fc TCmB yar\u0131m puan faiz art\u0131r\u0131r demeye bile ba\u015flad\u0131lar. kurlar\u0131 kontrol etmek i\u00e7in TL arz\u0131n\u0131n kontrol\u00fcn\u00fc s\u00f6yleyen yok. Yani kurlar\u0131 manip\u00fcle edenlerin temel amac\u0131 faiz art\u0131r\u0131m\u0131yd\u0131 ve bu ama\u00e7lar birer birer ortaya \u00e7\u0131k\u0131yor. Bakal\u0131m bu konuda gev\u015feme olacak m\u0131? <\/span><\/p>  <p><span class=\"large\">\u015eimdi piyasaya bir bakal\u0131m; Dolar \/TL 18 Nisan 2018 g\u00fcn\u00fc 4.1083 seviyesinden 4.0051 TL seviyesine kadar adeta \u00e7ak\u0131lm\u0131\u015f. EUR\/TL 5.0841 TL\u2019sinden 4.9581 TL\u2019sine kadar sert bir \u015fekilde d\u00fc\u015fm\u00fc\u015f. Borsa d\u00fc\u015f\u00fc\u015f e\u011filimindeyken bir anda 107439 seviyesinden 112099 seviyesine kadar y\u00fckselmi\u015f. T\u00fcrk Eurobond\u2019lar\u0131 da bu olumlu havadan pay\u0131n\u0131 alm\u0131\u015f. Gelen al\u0131mlarla 1.5 dolara kadar kazan\u00e7lar g\u00f6r\u00fcld\u00fc. Yani fiyatlar\u0131 y\u00fckseldi. Bu durum faizlerin d\u00fc\u015fmesi anlam\u0131na geliyor. <\/span><\/p>  <p><span class=\"large\">\u00d6zetle; erken se\u00e7im karar\u0131na ilk gelen tepki faizlerin d\u00fc\u015fmesi, T\u00fcrk Liras\u0131\u2019n\u0131n de\u011fer kazanmas\u0131 ve borsan\u0131n y\u00fckselmesi \u015feklindedir. Ama burada dikkatli olmam\u0131z \u015fart. \u00c7\u00fcnk\u00fc bu al\u0131mlar\u0131 yapanlar s\u0131\u011f ve i\u015flem hacminin d\u00fc\u015f\u00fck oldu\u011fu zamanlarda ald\u0131klar\u0131yla piyasalar\u0131 bozmaya ve insanlar\u0131 panikletmeye \u00e7al\u0131\u015fabilirler. Tedbiri elden b\u0131rakmayal\u0131m.<\/span><\/p>  \t\t\t\t","slug":"erken-secim-karari-ve-piyasalarin-verdigi-tepkiler","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Erken se\u00e7im karar\u0131 ve piyasalar\u0131n verdi\u011fi tepkiler","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":88,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}