<\/div>\n

Asya seans\u0131nda 7.82\u2019den a\u00e7\u0131lan dolar\/TL TS\u0130 08:00\u2019de 7.80\u2019nin biraz \u00fcst\u00fcnde. D\u00fcnya bas\u0131n\u0131na nazaran, TL\u2019yi Azerbeycan-Ermenistan \u00e7at\u0131\u015fmalar\u0131 vurdu.\u00a0 Bir \u00e7ok uzman T\u00fcrkiye\u2019nin de sava\u015fa s\u00fcr\u00fcklenmesinden korkuyor. Rus rublesi de emsal dertlerle d\u00fcn dolara kar\u015f\u0131 bedel yitirdi.\u00a0 Azeri ve Ermeni Euro-tahvilleri k\u0131ymet yitirirken, piyasa raporlar\u0131na nazaran petrol pazar\u0131 da Baku-Ceyhan\u2019dan sevkiyata zara gelmesi ihtimaline kar\u015f\u0131 \u201ddiken \u00fcst\u00fcnde\u201d.<\/p>\n

Cephede \u00a0son durum \u00a0<\/strong><\/p>\n

Harekat\u0131n birinci g\u00fcn\u00fcnde Fuzuli b\u00f6lgesinin Karahanbeyli, Gervend, K\u00f6y Gerediz, \u00dcst Abdurrahmanl\u0131 k\u00f6yleri ile Cebray\u0131l b\u00f6lgesinin B\u00fcy\u00fck Mercanl\u0131 ve N\u00fczgar k\u00f6yleri ile birtak\u0131m stratejik noktalar\u0131 ele ge\u00e7iren Azerbaycan ordusu, d\u00fcn Terter b\u00f6lgesi yak\u0131nlar\u0131ndaki Tali\u015f k\u00f6y\u00fc etraf\u0131ndaki stratejik zirveleri i\u015fgalci g\u00fc\u00e7lerden temizledi. Ermeni Ordusu\u2019nun d\u00fc\u015fman havadan taarruz taburu kumandan\u0131 Yarbay Lernik Babayan, Tali\u015f k\u00f6y\u00fc istikametindeki \u00e7at\u0131\u015fmalarda \u00f6ld\u00fcr\u00fcld\u00fc. (Yeni \u015eafak)<\/p>\n

KARAR:\u00a0 Rezerv ekside, kur u\u00e7uyor<\/strong><\/p>\n

D\u00fcn TCMB haftal\u0131k repo ihalesi a\u00e7mad\u0131 ve BDDK ise etkin rasyosunda indirime gitti, lakin kur bu ad\u0131mlara olumlu reaksiyon vermedi ve y\u00fckseli\u015f h\u0131zland\u0131. \u00d6te yandan Merkez Bankas\u0131\u2019n\u0131n eksi rezervleri de g\u00fcndemde. Yaln\u0131zca d\u00f6viz rezervinin -71.5 milyar dolar oldu\u011fu belirtilirken, y\u00fcksek enflasyon beklentisi de TL\u2019yi s\u0131k\u0131\u015ft\u0131r\u0131yor. Bu hafta yurt i\u00e7inde YEP takip edilecek, gelecek 3 y\u0131la ili\u015fkin gayeleri a\u00e7\u0131klayacak olan Hazine ve Maliye Bakan\u0131 Berat Albayrak\u2019\u0131n sunumu piyasalar\u0131n radar\u0131nda olacak. Bilhassa enflasyon ve cari a\u00e7\u0131ktaki art\u0131\u015f\u0131n kuru da tetiklemesini rekabet f\u0131rsat\u0131 olarak tabir eden Albayrak\u2019\u0131n sunumu \u00f6ncesinde kurdaki volatilitenin devam etmesi bekleniyor.<\/p>\n

G\u00fcnl\u00fck bazda dolar kar\u015f\u0131s\u0131nda y\u00fczde 2\u2019ye yak\u0131n bedel kaybeden TL, geli\u015fen \u00fclke paralar\u0131 ortas\u0131nda d\u00fcn en fazla d\u00fc\u015f\u00fc\u015f\u00fc ya\u015fayan para \u00fcnitesi olurken TL\u2019nin dolar kar\u015f\u0131s\u0131ndaki y\u0131ll\u0131k kayb\u0131 da y\u00fczde 25\u2019i a\u015ft\u0131.<\/p>\n

Ahlat\u00e7\u0131 Menkul K\u0131ymetler Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc Bar\u0131\u015f \u00dcrk\u00fcn:<\/strong><\/p>\n

Azerbaycan geli\u015fmeleri ataklar\u0131n tesirini zay\u0131flatt\u0131<\/p>\n

Haftan\u0131n ba\u015flang\u0131c\u0131nda piyasalarda ya\u015fana hareketlili\u011fi pahaland\u0131ran Ahlat\u00e7\u0131 Menkul Pahalar Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc Bar\u0131\u015f \u00dcrk\u00fcn, D\u00dcNYA\u2019ya g\u00f6nderdi\u011fi bilgi notunda, ola\u011fanla\u015fma ad\u0131mlar\u0131 at\u0131lm\u0131\u015f olsa da Azerbaycan-Ermenistan geli\u015fmelerinin bu ad\u0131mlar\u0131n tesirini zay\u0131flatt\u0131\u011f\u0131n\u0131 lisana getiriyor. Kuzey Suriye akabinde Do\u011fu Akdeniz \u00fczerinden ya\u015fanan tansiyonda bir \u00f6l\u00e7\u00fc yumu\u015fama sa\u011flanm\u0131\u015f olsa da bu son geli\u015fmenin T\u00fcrk Liras\u0131 \u00fczerinde negatif tesirinin g\u00f6zlendi\u011fini aktaran \u00dcRK\u00dcN, repo ihalesi a\u00e7\u0131lmamas\u0131yla piyasalar\u0131n 10,25 yerine piyasay\u0131 ge\u00e7 likidite penceresinden fonlamay\u0131 tercih etti\u011fini belirtti.<\/p>\n

Marba\u015f Menkul Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131 Soner Kuru:<\/strong><\/p>\n

Dolar\/TL 7,50\u2019nin alt\u0131nda kalmad\u0131k\u00e7a\u2026<\/p>\n

D\u00f6viz kurlar\u0131ndaki d\u00fc\u015fmeyen tansiyonu k\u0131ymetlendiren Marba\u015f Menkul Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131 Soner Kuru, TCMB\u2019nin siyaset faizini 8,25\u2019den 10,25\u2019e \u00e7\u0131karmas\u0131 k\u0131ymetli bir ileti oldu\u011funu fakat hali haz\u0131rda AOFM\u2019nin bu d\u00fczeyin \u00fczerinde seyrediyor olmas\u0131 piyasadaki alg\u0131y\u0131 bozamad\u0131\u011f\u0131na i\u015faret etti. Dolardaki y\u00fckseli\u015fe neden olan bir ba\u015fka de\u011ferli tesir olarak ise Azerbaycan-Ermenistan \u00e7izgisinden gelen haber ak\u0131\u015f\u0131 ve bunun yaratt\u0131\u011f\u0131 me\u00e7hul ortam oldu\u011funu belirten Kuru,\u00a0 \u201cTL varl\u0131klar \u00fczerinde k\u0131smi bask\u0131lay\u0131c\u0131 tesiri olarak g\u00f6r\u00fcn\u00fcyor.<\/p>\n

Teknik olarak temmuz ay\u0131 sonunda 6,85\u2019den ba\u015flayan y\u00fckselen formasyonu i\u00e7indeyiz, bu formasyonda ola\u011fan fiyatlanma aral\u0131\u011f\u0131 7,50 \u2013 7,75 olarak g\u00f6r\u00fcn\u00fcyor. 7,50\u2019nin alt\u0131nda kal\u0131c\u0131l\u0131k sa\u011flanmad\u0131k\u00e7a piyasa alg\u0131s\u0131n\u0131n \u00fcst tarafl\u0131 olmaya devam etmesini bekliyoruz\u201d dedi.\u00a0 (DUNYA Gazetesi haerinden al\u0131nt\u0131)<\/p>\n

Oanda in Singapore k\u0131demli piyasa uzman\u0131 Jeffrey Halley ve BlueBay Asset Management stratejisti Tim Ash, Bloomberg ve Reuters\u2019e verdikleri deme\u00e7lerde, T\u00fcrkiye\u2019nin sava\u015f\u0131n i\u00e7ine s\u00fcr\u00fcklenmesi derdini \u00f6ne \u00e7\u0131kard\u0131lar.<\/p>\n

TL\u2019nin bedel kaybetmesi i\u00e7in bir di\u011fer neden de, Deutsche ve Goldman Sachs\u2019\u0131n fonlara T\u00fcrkiye \u00fczere Geli\u015fmekte Olan \u00dclke piyasalar\u0131nda temkinli davranmalar\u0131n\u0131 \u00f6\u011f\u00fctlemeleri.\u00a0 Dolar Endeksi de TL\u2019ye yard\u0131mc\u0131 olmuyor. D\u00fcn bir orta t\u00f6kezleyen Dolar Endeksi kritik Trump-Biden tart\u0131\u015fmas\u0131 \u00f6ncesi 94.75\u2019i de \u00fcst k\u0131rd\u0131.<\/p>\n

Bug\u00fcn TCMB\u2019nin kurda \u00e7\u00f6k\u00fc\u015fe kar\u015f\u0131 tedbir olarak ortalama fonlama faizini %11\u2019in \u00fcst\u00fcne \u00e7ekmesi beklenebilir. TCMB, piyasada dola\u015fan ba\u015f\u0131bo\u015f d\u00f6vizi \u00e7ekmek i\u00e7in bankalar\u0131n FX munzam kar\u015f\u0131l\u0131klar\u0131n\u0131 da y\u00fckseltebilir ve\/veya y\u00fcksek TL faiziyle TL-dolar swap ihalesi a\u00e7abilir.<\/p>\n

D\u00f6vize patlamadan endi\u015felenmeli miyimiz?\u00a0 Bizce hay\u0131r.\u00a0 GO\u00dc piyasalar\u0131 bir m\u00fchlet daha \u00e7alkant\u0131 ya\u015fayabilir, ancak T\u00fcrkiye\u2019nin hi\u00e7 bir bi\u00e7imde Azerbeycan-Ermenistan ortas\u0131ndaki sava\u015ftan ziyan g\u00f6rmesine imkan yok. Yat\u0131r\u0131mc\u0131lar \u00e7ok ks\u0131a m\u00fcddette bu ger\u00e7e\u011fi sezip, g\u00f6zlerini Ankara\u2019n\u0131n son bir haftada att\u0131\u011f\u0131 olumlu ad\u0131mlara \u00e7evirecek.<\/p>\n

F\u00d6\u015e:\u00a0 Azeri karde\u015flerimizin hakl\u0131 u\u011fra\u015f\u0131n\u0131 kay\u0131ts\u0131z-\u015farts\u0131z destekliyorum. \u00dcst Karaba\u011f Azeri topra\u011f\u0131d\u0131r ve i\u015fgalden kurtar\u0131lmas\u0131 i\u00e7in sava\u015f legaldir.<\/p>\n

Burak K\u00f6yl\u00fco\u011flu:\u00a0 Faiz art\u0131\u015f\u0131na kar\u015f\u0131n temel riskler hala masada<\/p>\n

Geli\u015fmekte olan ekonomiler bor\u00e7 piyasalar\u0131n\u0131 kullan\u0131yor fakat riskler de birikiyor<\/p>\n

Dolar\u2019\u0131n s\u00fcrpriz rallisi s\u00fcr\u00fcyor<\/p>\n

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

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

Asya seans\u0131nda 7.82\u2019den a\u00e7\u0131lan dolar\/TL TS\u0130 08:00\u2019de 7.80\u2019nin biraz \u00fcst\u00fcnde. D\u00fcnya bas\u0131n\u0131na nazaran, TL\u2019yi Azerbeycan-Ermenistan \u00e7at\u0131\u015fmalar\u0131 …<\/p>\n","protected":false},"author":1,"featured_media":2314,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[33,814,813,59,96],"class_list":["post-2313","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-doviz","tag-dolar","tag-ermeni","tag-koy","tag-kur","tag-piyasa"],"yoast_head":"\n