{"id":59021,"date":"2016-11-10T12:01:30","date_gmt":"2016-11-10T09:01:30","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=59021"},"modified":"2016-11-10T12:01:30","modified_gmt":"2016-11-10T09:01:30","slug":"yorum-piyasalar-trump-sokunu-atlatti-mi","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/yorum-piyasalar-trump-sokunu-atlatti-mi\/","title":{"rendered":"(Turkish) Yorum: Piyasalar Trump \u015eokunu Atlatt\u0131 m\u0131?"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

ABD\u2019de yap\u0131lan se\u00e7imlerde s\u00fcrpriz bir \u015fekilde Cumhuriyet\u00e7i rakibi Donald Trump\u2019\u0131n se\u00e7ilmesi piyasalarda \u015fok etkisi yaratm\u0131\u015f, kurlarda rekor fiyatlamalar g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Peki piyasa \u015foku atlatt\u0131 m\u0131? Son durumu de\u011ferlendiren Destek Yat\u0131r\u0131m Ara\u015ft\u0131rma Uzman\u0131 Aysun G\u00f6ksu, “Piyasalar\u0131n d\u00fczeltme hareketi ger\u00e7ekle\u015ftirdi\u011fini g\u00f6zlemledik. Piyasalar\u0131n normal seyrine d\u00f6nme \u00e7abas\u0131n\u0131n arkas\u0131nda elbette Trump\u2019\u0131n ger\u00e7ekle\u015ftirmeyi planlad\u0131\u011f\u0131 politikalar\u0131 bulunuyor.”\u00a0ifadelerine yer verdi.<\/strong><\/p>\n

\u0130lk \u015fokun ard\u0131ndan piyasalara d\u00fczeltme geldi<\/strong><\/p>\n

ABD’de se\u00e7im sonu\u00e7lar\u0131n\u0131n a\u00e7\u0131klanmaya ba\u015flamas\u0131yla ve g\u00fcvenli liman varl\u0131klar\u0131n\u0131n talep g\u00f6rmesiyle birlikte yen dolar \"piyasalar-trump-sokunu-atlatti-mi\"<\/a>kar\u015f\u0131s\u0131nda y\u00fczde 4,16, ons at\u0131n y\u00fczde 5,44, Euro\/dolar paritesinde y\u00fczde 2,79, Euro\/TL paritesi ise y\u00fczde 6,26 de\u011fer kazand\u0131. Geli\u015fmekte olan \u00fclke piyasalar\u0131ndaki kayb\u0131n TL varl\u0131klar\u0131na da yans\u0131mas\u0131 nedeniyle dolar\/TL rekor tazeleyerek y\u00fczde 4,57 primlendi. Ons alt\u0131n \u00fczerindeki bask\u0131n\u0131n da kalkmas\u0131 nedeniyle gram alt\u0131ndaki y\u00fckseli\u015flerin \u00f6n\u00fc a\u00e7\u0131ld\u0131 ve y\u00fckseli\u015f furyas\u0131na gram alt\u0131nda kat\u0131larak y\u00fczde 8,19\u2019la rekor tazeledi. \u0130zlenecek g\u00f6\u00e7menlik politikalar\u0131na dair belirsizli\u011fin tedirginlik yaratt\u0131\u011f\u0131 Meksika para biriminde peso ise en \u00e7ok de\u011fer kaybeden para birimi oldu. De\u011fer kayb\u0131 y\u00fczde 14,42 oldu. Sert kay\u0131plar ABD vadelilerinde de ger\u00e7ekle\u015fti. S&P500, Dow, Nasdaq\u2019ta kay\u0131plar y\u00fczde 6\u2019ya ula\u015ft\u0131.<\/p>\n

\u0130lk reaksiyonun ard\u0131ndan piyasalar\u0131n d\u00fczeltme hareketi ger\u00e7ekle\u015ftirdi\u011fini g\u00f6zlemledik. Piyasalar\u0131n normal seyrine d\u00f6nme \u00e7abas\u0131n\u0131n arkas\u0131nda elbette Trump\u2019\u0131n ger\u00e7ekle\u015ftirmeyi planlad\u0131\u011f\u0131 politikalar\u0131 bulunuyor.<\/p>\n

En h\u0131zl\u0131 tepki alt\u0131nda ya\u015fand\u0131<\/strong><\/p>\n

Piyasalarda ilk tepki verilirken en h\u0131zl\u0131 hareketlerin g\u00f6r\u00fcld\u00fc\u011f\u00fc enstr\u00fcman\u0131n alt\u0131n taraf\u0131nda ya\u015fand\u0131\u011f\u0131n\u0131 s\u00f6yleyebiliriz. Y\u00fczde 5\u2019in \u00fczerindeki kayb\u0131n ard\u0131ndan kazan\u00e7lar\u0131n geri verilmesindeki ana sebep ise FED politikalar\u0131. Trump\u2019\u0131n se\u00e7ilmesi ile birlikte FED\u2019in faiz art\u0131r\u0131m\u0131nda daha h\u0131zl\u0131 aksiyon alaca\u011f\u0131 beklentisi dolar\u0131n kay\u0131plar\u0131n\u0131 telafi etmesine ve alt\u0131n \u00fczerinde bask\u0131 olu\u015fmas\u0131na neden oldu. 1337 seviyesine dek y\u00fckselen alt\u0131n bu alg\u0131yla birlikte 1270 seviyelerine geri d\u00f6nd\u00fc. Bundan sonraki s\u00fcre\u00e7te yeni d\u00f6nemle birlikte faiz art\u0131r\u0131m beklentilerinin alt\u0131n \u00fczerinde bask\u0131 unsuru olmas\u0131 ka\u00e7\u0131n\u0131lmaz olacakt\u0131r.<\/p>\n

Piyasalarda se\u00e7im anketlerine paralel Clinton fiyatlamas\u0131 hakimken sonu\u00e7lar\u0131n Trump\u2019\u0131 g\u00f6stermesi dolarda da \u015fok etkisi yaratt\u0131. Ancak Trump\u2019\u0131n ABD ekonomisini daha ileriye ta\u015f\u0131yacak (kamu harcamalar\u0131n\u0131 art\u0131rmak, vergi indirimi uygulamak gibi) politikalar izleyece\u011fini a\u00e7\u0131klamas\u0131 ve FED\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 desteklemesi dolar\u0131n k\u00fcresel de\u011ferinin artmas\u0131nda etkili oldu ve dolar bir\u00e7ok para birimi kar\u015f\u0131s\u0131ndaki kay\u0131plar\u0131n\u0131 azaltt\u0131.<\/p>\n

Bir di\u011fer \u00f6nemli hareketlilik ise ABD vadelilerinde ya\u015fand\u0131. S&P500, Dow30 ve Nsdq100 endekslerinde kay\u0131plar y\u00fczde 5\u2019i a\u015ft\u0131. S&P 500 hisse opsiyon fiyatlar\u0131n\u0131n kullan\u0131larak \u00f6l\u00e7\u00fcld\u00fc\u011f\u00fc ve k\u00fcresel oynakl\u0131\u011f\u0131n g\u00f6stergesi olan VIX endeksinde ise bu d\u00fc\u015f\u00fc\u015fle birlikte y\u00fczde 9\u2019luk bir art\u0131\u015f s\u00f6z konusuydu. Her ne kadar piyasa Trump\u2019\u0131 istemese de bu sonucu kabullenip sindirmek zorundayd\u0131. Se\u00e7im sonu\u00e7lar\u0131n\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan Trump\u2019\u0131n a\u00e7\u0131klamalar\u0131 piyasalarda tansiyon d\u00fc\u015f\u00fcr\u00fcc\u00fc etki yaratt\u0131. \u0130lk tepkinin ard\u0131ndan verilen kay\u0131plar\u0131n tamam\u0131 neredeyse geri al\u0131nd\u0131. Bu hareketle birlikte VIX endeksi eksi seviyelere geriledi. Trump\u2019\u0131n d\u0131\u015f ticaret anla\u015fmalar\u0131n\u0131 yenileyerek ili\u015fikleri zora sokaca\u011f\u0131 tedirginli\u011fi devam etse de uygulayaca\u011f\u0131 vergi indirimlerinin \u00fclkenin ticaret aya\u011f\u0131n\u0131 g\u00fc\u00e7lendirmesi ve \u015firket yat\u0131r\u0131mlar\u0131n\u0131n desteklenece\u011fi beklentisi tedirginli\u011fin azalmas\u0131na neden oluyor. Bundan sonraki s\u00fcre\u00e7te bu geli\u015fmelerin yan\u0131nda Amerika Merkez Bankas\u0131 (FED)\u2019n\u0131n uygulayaca\u011f\u0131 politikalar piyasa genelinde yak\u0131ndan takip edilecektir.<\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. ABD\u2019de yap\u0131lan se\u00e7imlerde s\u00fcrpriz bir \u015fekilde Cumhuriyet\u00e7i rakibi Donald Trump\u2019\u0131n se\u00e7ilmesi piyasalarda \u015fok etkisi yaratm\u0131\u015f, kurlarda rekor fiyatlamalar g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Peki piyasa \u015foku […]<\/p>\n","protected":false},"author":1,"featured_media":59022,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[53,4],"tags":[1198,32125,32122,32123,32124,63,67,1009,2698,165,8620],"views":712,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/59021"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=59021"}],"version-history":[{"count":1,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/59021\/revisions"}],"predecessor-version":[{"id":59023,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/59021\/revisions\/59023"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/59022"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=59021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=59021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=59021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}