<\/div>\n

Pazartesi sabah\u0131 Asya borsalar\u0131 \u00e7ok hafif art\u0131da seyrederken, mak\u00fbs ve iyi haberlerin yat\u0131r\u0131mc\u0131lar taraf\u0131ndan tart\u0131ld\u0131\u011f\u0131 ve iyi haberlerin eskisi kadar heyecan yaratmad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Dolar\/TL de haftaya 7.67\u2019nin biraz \u00fcst\u00fcnde siftah yapt\u0131.\u00a0 Yat\u0131r\u0131mc\u0131lar \u015fimdi Maliye Bakan\u0131 Albayrak ve TCMB\u2019nin para, kredi geni\u015flemesi \u00a0ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar konusunda \u00a0izleyece\u011fi siyasetlere tam ikna olmu\u015f de\u011fil.<\/p>\n

Fed FOMC\u2018nin\u00a0 \u00e7ok uzun m\u00fchlet faizleri s\u0131f\u0131rda tutaca\u011f\u0131na dair a\u00e7\u0131klamas\u0131 akabinde paha kaybetmesi beklenen Dolar Endeksi ise riskten ka\u00e7\u0131\u015f\u0131n s\u00fcrmesine paralel ralliye devam ediyor. Bu sabah Asya\u2019da Dolar Endeksi 94.61\u2019den s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n

TD Ameritrade\u00a0 t\u00fcrev enstr\u00fcmanlar \u00fcnitesi y\u00f6neticisi \u00a0JB Mackenzie, CNBC\u2019ye dolar\u0131n bedel kaybetmesi i\u00e7in 3 \u015fart s\u0131ralad\u0131:<\/p>\n

\n
• ABD se\u00e7imleri meselesiz bitecek.<\/li>\n
• Global toparlanman\u0131n s\u00fcrd\u00fc\u011f\u00fcne dair ikna edici datalar a\u00e7\u0131klanacak.<\/li>\n
• Ve Covid-19 salg\u0131n\u0131n bast\u0131r\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fclecek.<\/li>\n<\/ul>\n

  Bu ko\u015fullar\u0131n hi\u00e7 bir \u00e7ok muhtemel g\u00f6z\u00fckm\u00fcyor. ABD\u2019de Trump se\u00e7im kaybetse dahi, iktidar\u0131 b\u0131rakmayaca\u011f\u0131na dair a\u00e7\u0131klamalar\u0131n\u0131 s\u00fcrd\u00fcr\u00fcrken, CNBC\u2019ye konu\u015fan bir Cumhuriyet\u00e7i se\u00e7im sonu\u00e7lar\u0131n\u0131n resmiyet kazanmas\u0131n\u0131n haftalar s\u00fcrebilece\u011fini \u00a0vurgulayarak ve \u201cbu arbedenin sonu Anayasa Mahkemesi\u2019nde biter\u201d dedi.\u00a0 ABD iktisad\u0131n\u0131n \u015fiddetle gereksinimi olan 2ci Mali Takviye Paketi\u2019nde ise ilerleme yok. D\u00fcnya iktisad\u0131ndan bu sabah gelen tek kayda paha haber \u00c7in sanayi \u015firketlerinin A\u011fustos\u2019ta y\u0131ldan-y\u0131la karlar\u0131n\u0131 %19.1 y\u00fckseltmeleri oldu. \u00d6te yanda, Trump\u2019\u0131n bu kere de \u00fclkenin \u00f6nde gelen bilgisayar \u00e7ipi \u00fcreticisi SMIC\u2019ye ambargo uygulamas\u0131 ile \u00c7in borsalar\u0131 \u00fcst ara kaydetmekte zorlan\u0131yor.<\/p>\n

  Covid-19\u2019a kar\u015f\u0131 tesirli ve inan\u00e7l\u0131 bir a\u015f\u0131n\u0131n piyasaya s\u00fcr\u00fclmesinin y\u0131l\u0131n birinci \u00e7eyre\u011fini bulaca\u011f\u0131, yani d\u00fcnyan\u0131n k\u0131\u015f\u0131n yaln\u0131z bu sinsi vir\u00fcsle de\u011fil, onun tesirlerini a\u011f\u0131rla\u015ft\u0131ran grip tipi mevsimsel enfeksiyonlarla da bo\u011fu\u015faca\u011f\u0131 kat\u0131l\u0131k kazan\u0131yor.<\/p>\n

  Avrupa\u2019da toplam g\u00fcnl\u00fck hadise say\u0131s\u0131 bahar aylar\u0131n\u0131n tepelerine yakla\u015f\u0131rken, ABD\u2019de 35 binin alt\u0131na d\u00fc\u015fm\u00fcyor. Salg\u0131n Bat\u0131 K\u0131y\u0131s\u0131\u2019ndan G\u00fcney ve G\u00fcney Do\u011fu\u2019ya yay\u0131lm\u0131\u015ft\u0131. Art\u0131k Orta-Bat\u0131 eyaletlerini tehdit ediyor.<\/p>\n

  K\u00fcresel b\u00fcy\u00fcmeye gelince, IMF 13 Ekim\u2019de a\u00e7\u0131klayaca\u011f\u0131 3\u00c72020 K\u00fcresel Ekonomik G\u00f6r\u00fcn\u00fcm Raporu\u2019nda 2020-2021 \u00f6ng\u00f6r\u00fclerini \u00fcst revize edece\u011fini beyan etti. Ama, bir Fon yetkilisi \u201cdaha d\u00fcze \u00e7\u0131kmad\u0131k\u201d demeyi de ihmal etmedi. BM\u2019nin Kalk\u0131nma Ajans\u0131 olan UNCTAD hafta sonunda yay\u0131nlad\u0131\u011f\u0131 K\u00fcresel G\u00f6r\u00fcn\u00fcm Raporu\u2019nda \u201c\u00d6n\u00fcm\u00fczdeki 10 y\u0131l\u0131 kaybedebiliriz\u201d tabirini kulland\u0131. UNCTAD\u2019a nazaran en iyi senaryoda bile d\u00fcnya iktisad\u0131n\u0131n 2020 ba\u015f\u0131ndaki hacmini yakalamas\u0131 2022\u2019yi bulacak.<\/p>\n

  Credit Suisse analistleri Euro\/dolar\u2019da varsay\u0131mlar\u0131n\u0131 1.21\u2019den 1.16\u2019ya a\u015fa\u011f\u0131 revize ettiler.<\/p>\n

  Morgan Stanley\u2019in me\u015fhur eski stratejisti Stephen Roach ise dolarda rallinin h\u00fcz\u00fcnle bitece\u011fini tez ediyor.\u00a0 \u201cPolitik gerginlikler, dev bir b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ve cari a\u00e7\u0131k dolarda %35\u2019e yak\u0131n kay\u0131p yaratacak\u201d \u00a0a\u00e7\u0131klamas\u0131yla hayret yaratt\u0131.<\/p>\n

  ABD se\u00e7imi yakla\u015ft\u0131k\u00e7a, riskten ka\u00e7\u0131\u015f\u0131n g\u00fc\u00e7 kazanmas\u0131 ve bunun evvel Dolar Endeksi, sonra da alt\u0131na olumlu yans\u0131mas\u0131 en olas\u0131l\u0131kl\u0131 senaryo.\u00a0 Dolar Endeksi\u2019nde %5 civar\u0131nda ek prim g\u00f6zlenebilir.\u00a0 Bu senaryoda TL ba\u015fta k\u0131r\u0131lgan Geli\u015fmekte Olan \u00dclke para \u00fcniteleri istikrar kazanmakta zahmet \u00e7ekecek.<\/p>\n

  Artun\u00e7 Kocabalkan-\u00a0 Atilla Ye\u015filada: Pay ald\u0131m, dolar satt\u0131m, alt\u0131n i\u00e7in bekliyorum<\/p>\n

  Prof Tu\u011frul Muhakkak:\u00a0 P\u0130YASALARDA OYNAKLIK Y\u00dcKSEK SEYRED\u0130YOR<\/p>\n

  Citigroup:\u00a0 Geli\u015fen Piyasalar hisselerinin\u00a0 vakti geldi<\/p>\n

  G\u00fcldem Atabay: Faiz art\u0131\u015f\u0131 TL\u2019nin b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc neden kesmez? Daha ne gerekli?<\/p>\n<\/p>\n

  Para Tahlil<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

  Pazartesi sabah\u0131 Asya borsalar\u0131 \u00e7ok hafif art\u0131da seyrederken, mak\u00fbs ve iyi haberlerin yat\u0131r\u0131mc\u0131lar taraf\u0131ndan tart\u0131ld\u0131\u011f\u0131 ve iyi haberlerin …<\/p>\n","protected":false},"author":1,"featured_media":2266,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[42,33],"class_list":["post-2265","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-doviz","tag-abd","tag-dolar"],"yoast_head":"\n