{"id":1743,"date":"2016-11-18T10:29:11","date_gmt":"2016-11-18T08:29:11","guid":{"rendered":"https:\/\/adalethazar.com\/?p=1743"},"modified":"2016-11-18T10:29:11","modified_gmt":"2016-11-18T08:29:11","slug":"dolartlde-beklentiler-ne-yonde","status":"publish","type":"post","link":"https:\/\/adalethazar.com\/index.php\/dolartlde-beklentiler-ne-yonde\/","title":{"rendered":"Dolar\/TL&#8217;de beklentiler ne y\u00f6nde?"},"content":{"rendered":"<h2 class=\"col-lg-12 col-md-12 col-sm-12 col-xs-12 authorNameDate\">Bloomberght &#8211; Uzmanlar, Yellen&#8217;\u0131n a\u00e7\u0131klamalar\u0131yla rekor seviyelere t\u0131rmanan kurda beklentilerini payla\u015ft\u0131<\/h2>\n<p><!--more--><\/p>\n<p>Fed Ba\u015fkan\u0131 Janet Yellen&#8217;\u0131n Aral\u0131k&#8217;ta faiz art\u0131\u015f\u0131 olaca\u011f\u0131na dair sinyal vermesi dolar\u0131n k\u00fcresel bazda y\u00fckselmesine neden oluyor. Dolar, T\u00fcrk Liras\u0131 kar\u015f\u0131s\u0131nda da rekor \u00fcst\u00fcne rekor k\u0131rmaya devam ediyor. Uzmanlar, 3.38&#8217;i de a\u015fan kura ili\u015fkin \u00f6ng\u00f6r\u00fclerini ve Merkez Bankas\u0131 beklentilerini anlatt\u0131.<\/p>\n<p>ING Bank D\u00f6viz Masas\u0131 M\u00fcd\u00fcr\u00fc Bur\u00e7in Metin Bloomberg HT&#8217;ye y\u00fckseli\u015fin global \u00e7apta oldu\u011funu, haftaya biraz gerileme olabilece\u011fini belirtti.<\/p>\n<p><strong>&#8220;3.40 \u00d6NEML\u0130&#8221;<\/strong><\/p>\n<p>Metin konuya dair, &#8220;Bu y\u00fckseli\u015f yurti\u00e7iyle ilgili de\u011fil. Dolar\u0131n k\u00fcresel bazda g\u00fc\u00e7lenmesiyle beraber biz de bundan etkileniyoruz. T\u00fcrk Liras\u0131&#8217;n\u0131n \u00e7ok negatif ayr\u0131\u015ft\u0131\u011f\u0131 s\u00f6yleyenemez. Tamamen yurtd\u0131\u015f\u0131ndan gelen dolar talebiyle y\u00fckseliyoruz. G\u00fcn i\u00e7inde daha sakin seyir izleyebilece\u011fimizi d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n<p>3.40 \u00f6nemli bir diren\u00e7 gibi g\u00f6r\u00fcn\u00fcyor. Kurda gelecek hafta biraz gerileme g\u00f6rebiliriz&#8221; diye konu\u015ftu.<\/p>\n<p><strong>MERKEZ M\u00dcDAHALE EDER M\u0130? <\/strong><\/p>\n<p>Hareketin T\u00fcrkiye&#8217;ye \u00f6zel bir hareket olmad\u0131\u011f\u0131n\u0131 s\u00f6yleyen Metin, Merkez Bankas\u0131&#8217;n\u0131n en az\u0131ndan \u015fu an i\u00e7in bir hamle yapmas\u0131n\u0131 beklemedi\u011fini s\u00f6yledi.<\/p>\n<p>DNG Dan\u0131\u015fmanl\u0131k Stratejisti Fatih Keresteci Bloomberg HT&#8217;ye yapt\u0131\u011f\u0131 de\u011ferlendirmede, kurdaki y\u00fckseli\u015fin di\u011fer dinamikleri de etkileyebilece\u011fine dikkat \u00e7ekti.<\/p>\n<p>Keresteci &#8220;Kur yukar\u0131 gidince t\u00fcketici g\u00fcveni zarar g\u00f6r\u00fcyor, t\u00fcketici g\u00fcveni zarar g\u00f6r\u00fcnce insanlar t\u00fcketmek istemiyor, t\u00fcketmek istemeyince ekonomik aktivite daha da yava\u015flayacak, b\u00fcy\u00fcme de daha a\u015fa\u011f\u0131 gelecek. Bu nedenle dolardaki y\u00fckseli\u015fi \u00f6nemsemek laz\u0131m. Kur yukar\u0131 gittik\u00e7e kontrol etmek zorla\u015fabilir..Kur nereye kadar gider sorusunun cevab\u0131 piyasaya g\u00f6re \u015fu; Merkez Bankas\u0131 faiz art\u0131rana kadar&#8221; yorumunu yapt\u0131.<\/p>\n<p><strong>&#8220;HAREKET\u0130N SONUNA GELD\u0130K DEMEK \u0130\u00c7\u0130N ERKEN&#8221;<\/strong><\/p>\n<p>Yap\u0131 Kredi Yat\u0131r\u0131m Ba\u015fstratejisti Murat Berk de Bloomberg HT&#8217;ye &#8220;T\u00fcrkiye gibi d\u0131\u015f bor\u00e7lanma ihtiyac\u0131 y\u00fcksek olan, cari a\u00e7\u0131\u011f\u0131, enflasyonu y\u00fcksek olan \u00fclkelerin faiz y\u00fckseli\u015finden daha \u00e7ok etkilenmesi s\u00fcrpriz de\u011fil. Bu trendi olu\u015fturan ana parametreler a\u015fa\u011f\u0131 yukar\u0131 bunlar ve bunlar devam ettik\u00e7e hareketin sonuna geldi demek i\u00e7ni erken oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum&#8221; yorumunu yapt\u0131.<\/p>\n<p>HSBC Portf\u00f6y Y\u00f6netimi&#8217;nde stratejist olan \u0130brahim Aksoy ise yollad\u0131\u011f\u0131 notta, &#8220;ABD uzun vadeli tahvil faizlerindeki hareketi izlemeye devam edece\u011fiz.\u00a0 Para politikas\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na dair kayg\u0131lar, ABD 10-y\u0131ll\u0131k tahvil faizinde y\u00fckseli\u015fin devam etmesi durumunda liran\u0131n negatif ayr\u0131\u015fmas\u0131n\u0131 s\u00fcrd\u00fcrmesine neden olabilir.&#8221; ifadelerini kulland\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bloomberght &#8211; Uzmanlar, Yellen&#8217;\u0131n a\u00e7\u0131klamalar\u0131yla rekor seviyelere t\u0131rmanan kurda beklentilerini payla\u015ft\u0131<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"views":2002,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1743"}],"collection":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/comments?post=1743"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1743\/revisions"}],"predecessor-version":[{"id":1744,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1743\/revisions\/1744"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=1743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=1743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=1743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}