Siyasi yelpazenin her ucundan gelen okurlar\u0131m\u0131z\u0131n haberlerimizi daha iyi anlayabilmesi i\u00e7in biz de \u201c\u00dcst Ak\u0131l\u201d \u201cd\u0131\u015f komplo\u201d ve \u201cY\u00fcksek Faiz Lobisi\u201d tabirlerini kullanmaya karar verdik.\u00a0 Bu sabah dolar\/TL 6.70\u2019e ger\u00e7ek a\u011f\u0131r a\u011f\u0131r t\u0131rman\u0131rken merdivenleri, T\u00fcrkiye\u2019nin CDS\u2019leri y\u00fckseldi, Euro-tahvilleri ise d\u011fer kaybetti. \u00c7ok manidar de\u011fil mi?\u00a0 Herkes biliyor ki, Say\u0131n Liderimiz Erdo\u011fan ve Y\u00fckselen Paha Berat Albayrak Abimiz\u2019in ekonomiyi co\u015fturarak Orta Do\u011fu, Karaipler ve Avrupa\u2019n\u0131n en y\u0131ld\u0131z\u0131 yapma amac\u0131na bir \u201cd\u0131\u015f komplo\u201d daha ba\u015flad\u0131. Her vakit sinsice kap\u0131 artlar\u0131nda saklanarak T\u00fcrkiye\u2019den daha fazla rant edinmek isteyen \u201cY\u00fcksek Faiz Lobisi\u201d de devrede tabi ki, bu sabah 10 y\u0131ll\u0131k D\u0130BS\u2019de getiriyi %14\u2019\u00fcn \u00fcst\u00fcne \u00e7ektiler.<\/p>\n
Bu sabah Dolar Endeksi kar\u0131n\u0131 d\u00f6rd\u00fcnc\u00fc g\u00fcne ta\u015f\u0131rken, Asya\u2019da Geli\u015fmekte Olan Piyasalar pay ve para \u00fcniteleri topyek\u00fcn dolara kar\u015f\u0131 paha yitirdi.\u00a0 TL\u2019nin dolara kar\u015f\u0131 gitgide derine \u00e7\u00f6kmesini siyaset cephesinden gelen iyimser haberler de durduram\u0131yor. Erdo\u011fan Macron ve Merkel arac\u0131l\u0131\u011f\u0131yla Michel\u2019le g\u00f6r\u00fc\u015ft\u00fc, T\u00fcrkiye\u2019ye yapt\u0131r\u0131m karar\u0131 almas\u0131 olas\u0131 AB doru\u011fu de bir hafta ertelendi. Fakat, bu karar\u0131n nedeni T\u00fcrkiye mi, emin de\u011filiz.<\/p>\n
D\u00fcn a\u00e7\u0131klanan Hazine bor\u00e7 sto\u011funun TL1.8 trilyona eri\u015fmesi, TCMB\u2019nin Erdo\u011fan\u2019a h\u00fcrmetinden resmi faiz art\u0131r\u0131m\u0131na gitmeyece\u011fi beklentisi ve Moody\u2019sden gelen 2 zehir \u00fczere raporda \u00f6demeler istikrar\u0131 krizinden bahsedilmesi TL\u2019nin bedel kayb\u0131nda k\u0131ymetli nedenler.\u00a0 Art\u0131k bakal\u0131m, yay\u0131n organlar\u0131 ve finans kurumlar\u0131 ne yorum yap\u0131yor:<\/p>\n
\u0130\u015f Yat\u0131r\u0131m Eurotahvil Piyasalar\u0131 <\/strong><\/p>\n Haftan\u0131n ikinci g\u00fcn\u00fcnde ABD tahvillerinde yatay seyir hakimdi. ABD 10 y\u0131l vadeli de\u011ferin getirisi d\u00fcn kapan\u0131\u015fa nazaran de\u011fi\u015fmeyerek 0.66 d\u00fczeylerinden s\u00fcre\u00e7 g\u00f6rd\u00fc. Avrupa tahvillerinde ise kar\u0131\u015f\u0131k seyir hakimdi. \u0130ngiltere 10 y\u0131ll\u0131k tahvilin getirisi 4.7 baz puan y\u00fckselerek 0.20 d\u00fczeylerinden g\u00fcn\u00fc kapat\u0131rken, \u0130talya 10 y\u0131ll\u0131k tahvilin getirisi yakla\u015f\u0131k 5 baz puan d\u00fc\u015ferek 0.86 d\u00fczeyinden g\u00fcn\u00fc sonland\u0131rd\u0131.<\/p>\n D\u00fcn sat\u0131c\u0131l\u0131 seyreden T\u00fcrk hazine eurotahvillerinde ise bug\u00fcn hacim d\u00fc\u015f\u00fck olmakla birlikte sat\u0131c\u0131l\u0131 seyir hakimdi. 5 y\u0131ll\u0131k \u00fclke risk primi kapan\u0131\u015fa nazaran de\u011fi\u015fmeyerek 568 d\u00fczeylerinden s\u00fcre\u00e7 g\u00f6r\u00fcrken, 10 y\u0131l vadeli tahvilin getirisi 4 baz puan geni\u015fleyerek 6.99 d\u00fczeyinden g\u00fcn\u00fc kapatt\u0131. Banka ve \u015firket de\u011ferleri de emsal bi\u00e7imde sat\u0131c\u0131l\u0131 seyretti. Vak\u0131f Bank 2021 vadeli de\u011fer 15 baz puan kadar geni\u015fleyerek 5.95 d\u00fczeyinden s\u00fcre\u00e7 g\u00f6r\u00fcrken, \u0130\u015f Bankas\u0131 2030 vadeli sermaye gibisi de\u011fer yakla\u015f\u0131k 20 baz puan artarak 9.95 getiri d\u00fczeyinden fiyatland\u0131.<\/p>\n Reuters:\u00a0 Dolar\/TL\u2019den yeni rekor geldi<\/strong><\/p>\n Investing.com \u2013\u00a0 USD\/TRY kuru rekor y\u00fckseli\u015flerine orta vermeden devam ediyor.<\/p>\n Temmuz ay\u0131 sonunda 6,80 d\u00fczeyindeki s\u0131k\u0131\u015f\u0131k fiyatlanmay\u0131 \u00fcst istikamete k\u0131ran kur, 9 haftal\u0131k s\u00fcreci y\u00fckseli\u015fle ge\u00e7irdi ve bug\u00fcn de 7,68\u2019i a\u015farak tarihi tepeyi g\u00f6rd\u00fc.<\/p>\n ABD Dolar Endeksi\u2019nin 2 y\u0131l\u0131n taban d\u00fczeyine geriledi\u011fi ve geli\u015fen \u00fclke paralar\u0131n\u0131n k\u0131ymet kazand\u0131\u011f\u0131 s\u00fcreci kay\u0131pla ge\u00e7iren TL, endeksin son hafta g\u00fc\u00e7lenmesi ile rekor d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc de h\u0131zland\u0131rd\u0131. Yar\u0131n yap\u0131lacak PPK toplant\u0131s\u0131ndan faiz art\u0131\u015f\u0131 beklenmemesi de TL \u00fczerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n Pandemi s\u00fcrecinde geni\u015fletilen maliye siyasetinde bilhassa kredi kanallar\u0131 bankalar \u00fczerindeki bor\u00e7luluk oran\u0131 art\u0131rd\u0131. Enflasyon ve cari a\u00e7\u0131k \u00fczere kritik g\u00f6stergelerin de y\u00fcksek seyrini m\u00fcdafaas\u0131 nedeniyle TL varl\u0131klarda ya\u015fanan negatif ayr\u0131\u015fma kredi derecelendirme kurulu\u015fu Moody\u2019s\u2019in not indirimine gitmesiyle derinle\u015fti. Do\u011fu Akdeniz s\u0131k\u0131nt\u0131s\u0131 nedeniyle Fransa ba\u015fta olmak \u00fczere AB ile ya\u015fanan gerginli\u011fin de jeopolitik riskleri art\u0131rd\u0131\u011f\u0131 bu periyotta TL, rekor kay\u0131p verdi. Son PPK toplant\u0131s\u0131n\u0131n akabinde y\u00fckseli\u015fini daha da h\u0131zland\u0131ran kur, bu hafta faiz art\u0131\u015f\u0131na gidilmeme m\u00fcmk\u00fcnl\u00fc\u011f\u00fcn\u00fc da fiyatlayarak rekor \u00fcst\u00fcne rekor k\u0131r\u0131yor.<\/p>\n D\u00fcn 7,67 d\u00fczeyine y\u00fckselen kur, son saatte 7,6830 ile yeni rekor d\u00fczeyden s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n (Yazar: Necdet Erginsoy)<\/p>\n Yat\u0131r\u0131m Finansman Teknik Tahlil:<\/strong><\/p>\n Dolar\/TL gece saatlerinde 7,6750 d\u00fczeyine kadar y\u00fckseli\u015f\u00a0 kaydetti. An itibariyle 7,66-7,67 aral\u0131\u011f\u0131nda s\u00fcre\u00e7 g\u00f6ren kurda, Dxy\u00a0 endeksindeki toparlanmay\u0131 da g\u00f6z \u00f6n\u00fcnde bulundurursak 7,70-7,72 band\u0131\u00a0 sonraki maksat olarak takip edilebilir. M\u00fcmk\u00fcn geri \u00e7ekilmelerde ise 7,6150 takviye olarak izlenebilir..<\/p>\n Diren\u00e7ler\u00a0\u00a0\u00a0 7.6500\u00a0\u00a0\u00a0 7.6700\u00a0\u00a0\u00a0 7.7000<\/p>\n Destekler\u00a0\u00a0\u00a0 7.6000\u00a0\u00a0\u00a0 7.5400\u00a0\u00a0\u00a0 7.4780<\/p>\n F\u00d6\u015e anlatt\u0131:\u00a0 Siz \u00d6demeler Istikrar\u0131 Krizi Nedir, Bilir misiniz?<\/p>\n Dr G\u00fcrb\u00fcz:\u00a0 Kur-Enflasyon a\u00e7\u0131s\u0131 darald\u0131k\u00e7a rezervler azal\u0131yorsa deva z\u0131dd\u0131nda<\/p>\n Erdo\u011fan-Michel-Merkel tepesi sona erdi; \u2018Ankara ile Atina istik\u015fafi g\u00f6r\u00fc\u015fmelere haz\u0131r\u2019<\/p>\n Geli\u015fmekte Olan Piyasalar:\u00a0 Art\u0131k kelepir bulmak g\u00fc\u00e7, bor\u00e7lanmak da o denli<\/p>\n<\/p>\n Para Tahlil<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Siyasi yelpazenin her ucundan gelen okurlar\u0131m\u0131z\u0131n haberlerimizi daha iyi anlayabilmesi i\u00e7in biz de \u201c\u00dcst Ak\u0131l\u201d \u201cd\u0131\u015f komplo\u201d ve \u201cY\u00fcksek Faiz …<\/p>\n","protected":false},"author":1,"featured_media":2088,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[33,350,10,611,55],"class_list":["post-2087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-doviz","tag-dolar","tag-getiri","tag-is","tag-rekor","tag-turk"],"yoast_head":"\n