1.900 dolar\u0131 g\u00f6ren, ge\u00e7en hafta ise 1.570 dolar olan alt\u0131n\u0131n onsu, 48 saat i\u00e7inde 1.355 dolara geriledi. Y\u0131llar\u0131n alt\u0131n uzman\u0131 Dennis Gartman, bu sert d\u00fc\u015f\u00fc\u015f\u00fc, \u201c40 y\u0131ll\u0131k borsac\u0131y\u0131m ben b\u00f6yle d\u00fc\u015f\u00fc\u015f g\u00f6rmedim\u201d s\u00f6zleriyle \u00f6zetledi.<\/p>\n
<\/p>\n
\u00c7ok de\u011fil, sadece 2 i\u015flem g\u00fcn\u00fc \u00f6nce 1.570 dolar civar\u0131nda olan alt\u0131n\u0131n ons fiyat\u0131 adeta para\u015f\u00fcts\u00fcz bir d\u00fc\u015f\u00fc\u015f ger\u00e7ekle\u015ftirdi ve d\u00fcn 1.378 dolar ile 2011 y\u0131l\u0131ndan bu yana en d\u00fc\u015f\u00fck seviyesine \u00e7ekildi. Ons fiyat\u0131 d\u00fcn bir ara 1.355 dolar\u0131 da g\u00f6rd\u00fc.<\/p>\n
<\/p>\n
<\/p>\n
Alt\u0131nda hemen herkes bir d\u00fc\u015f\u00fc\u015f bekliyordu.\u2008Ancak b\u00f6ylesine sert d\u00fc\u015f\u00fc\u015f\u00fcn \u00e7ok k\u0131sa s\u00fcrede ger\u00e7ekle\u015fmesi t\u00fcm uzmanlar\u0131 da \u015fa\u015f\u0131rtt\u0131. Alt\u0131n\u0131n onsunun y\u00fczde 10\u2019a yak\u0131n de\u011fer kaybederek 1.400 dolar\u0131n alt\u0131nda i\u015flem g\u00f6rmesinin ard\u0131ndan y\u0131llar\u0131n alt\u0131n uzman\u0131 Dennis Gartman, \u201c40 y\u0131ll\u0131k borsac\u0131y\u0131m ben b\u00f6yle d\u00fc\u015f\u00fc\u015f g\u00f6rmedim\u201d a\u00e7\u0131klamas\u0131nda bulundu.<\/p>\n
<\/p>\n
<\/p>\n
Raporlar olumsuzdu<\/b><\/p>\n
<\/p>\n <\/p>\n Alt\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fc y\u0131llar\u0131n kurt borsac\u0131s\u0131 George Soros\u2019un \u00f6ncelikle g\u00f6rmesi ve pozisyon de\u011fi\u015ftirmesi de kimseyi \u015fa\u015f\u0131rtmad\u0131. Alt\u0131n\u0131n de\u011fer kayb\u0131n\u0131n alt\u0131nda pek \u00e7ok neden var. Makro olarak bak\u0131ld\u0131\u011f\u0131nda FED tutanaklar\u0131nda parasal geni\u015flemeye dair olumsuz g\u00f6r\u00fc\u015flerin artmas\u0131 tetikleyici neden olarak duruyor. Son FED toplant\u0131s\u0131nda parasal geni\u015fleme politikas\u0131na son verilmesini isteyen \u00fcye say\u0131s\u0131n\u0131n artt\u0131\u011f\u0131, bu politikan\u0131n 2013 sonu itibar\u0131yla sona erebilece\u011fi dikkati \u00e7ekmi\u015fti. Parasal geni\u015flemenin durmas\u0131, alt\u0131n fiyatlar\u0131ndaki art\u0131\u015f\u0131n da sonu olarak alg\u0131lanm\u0131\u015ft\u0131.<\/em><\/p>\n <\/p>\n <\/p>\n <\/p>\n Rumlar\u2019\u0131n alt\u0131n sat\u0131\u015f\u0131<\/b><\/p>\n Ard\u0131ndan K\u0131br\u0131s Rum Kesimi\u2019nin alt\u0131n sat\u0131\u015f\u0131 karar\u0131 piyasalarda sat\u0131\u015flar\u0131 h\u0131zland\u0131rd\u0131. Her ne kadar Rum Kesimi\u2019nin sataca\u011f\u0131n\u0131 duyurdu\u011fu alt\u0131n miktar\u0131 400 milyon euro gibi k\u00fc\u00e7\u00fck bir mebla\u011f olsa da, \u201c\u0130spanya, \u0130talya ve Portekiz gibi \u00fclkeler de piyasaya yo\u011fun olarak alt\u0131n s\u00fcrecek\u201d dedikodusunu art\u0131rd\u0131 ve sat\u0131\u015flar h\u0131zland\u0131.<\/em><\/p>\n <\/p>\n <\/p>\n <\/p>\n D\u00fcnk\u00fc d\u00fc\u015f\u00fc\u015f\u00fcn temel sebebi ise \u00c7in\u2019den gelen beklentilerin alt\u0131ndaki b\u00fcy\u00fcme verisi oldu.<\/p>\n Petrol\u00fc de vurdu<\/b><\/p>\n D\u00fcnyan\u0131n motoru \u00c7in\u2019in beklenenden d\u00fc\u015f\u00fck bir b\u00fcy\u00fcme rakam\u0131 a\u00e7\u0131klamas\u0131 t\u00fcm emtia fiyatlar\u0131nda sat\u0131\u015f\u0131 beraberinde getirirken, alt\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fc de h\u0131zland\u0131rd\u0131. D\u00fcn brent ham petrol fiyatlar\u0131nda da 2 dolar civar\u0131nda d\u00fc\u015f\u00fc\u015f g\u00f6zlemlendi. Ham petrol\u00fcn fiyat\u0131, Temmuz\u2019dan bu yana g\u00f6rd\u00fc\u011f\u00fc en d\u00fc\u015f\u00fck seviyeye, 100.02 dolara geriledi.<\/p>\n Bak\u0131r ise son 10 ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi ve tonu 7.273 dolardan i\u015flem g\u00f6rd\u00fc.<\/p>\n Tokyo ve \u015eangay borsalar\u0131nda i\u015flem g\u00f6ren kau\u00e7u\u011fun da y\u00fczde 5-y\u00fczde 7 oran\u0131nda de\u011fer kaybetti\u011fi g\u00f6zlendi.<\/em><\/p>\n <\/p>\n <\/p>\n <\/p>\n Cumhuriyet 672 liradan 553 liraya geldi<\/b><\/p>\n Nisan ay\u0131 ile birlikte d\u00fc\u011f\u00fcn mevsimi de ba\u015flad\u0131. Alt\u0131n fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f d\u00fc\u011f\u00fcn sahibini \u00fczerken, alt\u0131n takacak e\u015f dost akrabay\u0131 ise sevindirecek. Cumhuriyet ge\u00e7en eyl\u00fcl ay\u0131nda 672 liradan sat\u0131l\u0131yordu. Ge\u00e7en haftaki fiyat\u0131 bile 600 liran\u0131n \u00fczerindeydi. Ancak sert d\u00fc\u015f\u00fc\u015ften sonra d\u00fcn Kapal\u0131\u00e7ar\u015f\u0131\u2019da Cumhuriyet alt\u0131n\u0131 553 liradan kapan\u0131\u015f yapt\u0131.<\/em><\/p>\n <\/p>\n <\/p>\n <\/p>\n 40 y\u0131ll\u0131k borsac\u0131y\u0131m, ben b\u00f6yle d\u00fc\u015f\u00fc\u015f g\u00f6rmedim<\/b><\/p>\n 1974 y\u0131l\u0131nda sermaye piyasalar\u0131yla ilgilenmeye ba\u015flad\u0131\u011f\u0131ndan bu yana alt\u0131n al\u0131m sat\u0131m\u0131 \u00fczerine uzmanla\u015fan Dennis Gartman, \u201c40 y\u0131ll\u0131k borsac\u0131y\u0131m, son 2 seansta ya\u015fananlara benzer bir d\u00fc\u015f\u00fc\u015f bunca y\u0131ll\u0131k i\u015f hayat\u0131mda daha \u00f6nce hi\u00e7 g\u00f6rmedim\u201d diye konu\u015ftu. 1987\u2019den bu yana yay\u0131mlad\u0131\u011f\u0131 The Gartman Letter adl\u0131 blogu \u00f6zellikle bu de\u011ferli madene yat\u0131r\u0131m yapanlar taraf\u0131ndan yak\u0131ndan takip edilen Gartman, \u201c\u0130nsanlar hesaplar\u0131nda meydana gelen zarar\u0131 kendi g\u00f6zleriyle g\u00f6rd\u00fcklerinde, borsa \u00e7ok \u015fiddetli sat\u0131\u015flara sahne olacakt\u0131r\u201d uyar\u0131s\u0131nda bulundu.<\/p>\n Alt\u0131ndaki bu d\u00fc\u015f\u00fc\u015f, \u00e7ok say\u0131da alt\u0131n \u015firketinin piyasa de\u011ferini de eridi. Avustralya merkezli Kingsgate Consolidated hisseleri y\u00fczde 15, Newcrest Mining hisseleri y\u00fczde 8 d\u00fc\u015ft\u00fc.<\/em><\/p>\n <\/p>\n <\/p>\n 1900 dolar\u0131 g\u00f6rm\u00fc\u015ft\u00fc<\/b><\/p>\n \u015eangay merkezli Zhongjin Gold hisselerinin de\u011fer kayb\u0131 y\u00fczde 6.5, Zhaojin Mining ise y\u00fczde 9\u2019u buldu.<\/p>\n Asl\u0131na bak\u0131l\u0131rsa, alt\u0131ndaki d\u00fc\u015f\u00fc\u015f ge\u00e7ti\u011fimiz hafta ba\u015flam\u0131\u015ft\u0131. Yani, \u00c7in\u2019deki geli\u015fmeler i\u015fin sadece tuzu biberi oldu.<\/p>\n Ge\u00e7ti\u011fimiz hafta G\u00fcney K\u0131br\u0131s\u2019\u0131n, Troyka\u2019dan alaca\u011f\u0131 10 milyar euroluk kurtarma paketini desteklemek i\u00e7in 13.9 tonluk alt\u0131n rezervinin 10 tonunu yani 400 milyon euroluk k\u0131sm\u0131n\u0131 satmay\u0131 planlad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Cuma g\u00fcn\u00fc 1.427 dolara kadar gerileyerek Nisan 2011\u2019den bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rm\u00fc\u015ft\u00fc.<\/p>\n Uzmanlar, alt\u0131n\u0131n son 12 y\u0131ld\u0131r ilk kez \u2018ay\u0131 piyasas\u0131\u2019 olarak de\u011ferlendirilebilecek hal ald\u0131\u011f\u0131 konusunda hemfikir. Alt\u0131n\u0131n en son 2011 y\u0131l\u0131n\u0131n Eyl\u00fcl ay\u0131nda zirve yapt\u0131\u011f\u0131nda onsu 1.900 dolardan i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc hat\u0131rlatan uzmanlar, de\u011ferli madenin o g\u00fcnden bu yana y\u00fczde 25 de\u011fer kaybetti\u011fine i\u015faret etti.<\/em><\/p>\n <\/p>\n <\/p>\n <\/p>\n \u0130ki g\u00fcnde 33 milyar $ kaybettik<\/b><\/p>\n Hindistan\u2019dan sonra alt\u0131na en \u00e7ok yat\u0131r\u0131m yapan \u00fclke konumundaki T\u00fcrkiye\u2019de vatanda\u015f\u0131n yast\u0131k alt\u0131nda yakla\u015f\u0131k 4-5 bin ton alt\u0131n\u0131 oldu\u011fu tahmin ediliyor.<\/p>\n Hesab\u0131 5 bin ton \u00fczerinden yaparsak bu 160 milyon 771 bin ons alt\u0131n demektir. (Bir ons alt\u0131n 31.1 gram) Dolay\u0131s\u0131yla iki i\u015flem g\u00fcn\u00fc \u00f6nce yani alt\u0131n\u0131n ons fiyat\u0131 1.570 dolar iken, T\u00fcrkiye\u2019de yast\u0131k alt\u0131nda bulunan alt\u0131n\u0131n ekonomik ederi 253 milyar dolar\u0131 buluyordu. Ancak d\u00fcn 1.375 dolarl\u0131k ons fiyat\u0131 \u00fczerinden yap\u0131lan hesapta toplam de\u011fer 220 milyar dolara geriledi. Yani yast\u0131k alt\u0131nda 33 milyar dolarl\u0131k kay\u0131p var.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":" 1.900 dolar\u0131 g\u00f6ren, ge\u00e7en hafta ise 1.570 dolar olan alt\u0131n\u0131n onsu, 48 saat i\u00e7inde 1.355 dolara geriledi. Y\u0131llar\u0131n alt\u0131n uzman\u0131 Dennis Gartman, bu sert d\u00fc\u015f\u00fc\u015f\u00fc, \u201c40 y\u0131ll\u0131k borsac\u0131y\u0131m ben b\u00f6yle d\u00fc\u015f\u00fc\u015f g\u00f6rmedim\u201d s\u00f6zleriyle \u00f6zetledi. \u00c7ok de\u011fil, sadece 2 i\u015flem g\u00fcn\u00fc \u00f6nce 1.570 dolar civar\u0131nda olan alt\u0131n\u0131n ons fiyat\u0131 adeta para\u015f\u00fcts\u00fcz bir d\u00fc\u015f\u00fc\u015f ger\u00e7ekle\u015ftirdi ve […]<\/p>\n","protected":false},"author":1,"featured_media":34839,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,1,20],"tags":[601,2998,8178],"class_list":["post-34838","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-gundem","category-turkiye","tag-altin","tag-panik","tag-son-altin-fiyati"],"_links":{"self":[{"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=\/wp\/v2\/posts\/34838","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=34838"}],"version-history":[{"count":0,"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=\/wp\/v2\/posts\/34838\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=\/wp\/v2\/media\/34839"}],"wp:attachment":[{"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=34838"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=34838"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erzhaber.com.tr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=34838"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSon olarak Goldman Sachs da alt\u0131n ile ilgili haz\u0131rlad\u0131\u011f\u0131 raporda d\u00fc\u015f\u00fc\u015f olabilece\u011fine dikkat \u00e7ekmi\u015fti. Ancak Sachs\u2019\u0131n \u00f6ng\u00f6r\u00fcs\u00fc bile y\u0131l sonu i\u00e7in 1.450 dolar\u0131 g\u00f6steriyordu. Oysa alt\u0131nda Goldman Sachs\u2019\u0131n raporunun m\u00fcrekkebi kurumadan 1.355 dolar seviyesi dahi g\u00f6r\u00fcld\u00fc.
\n<\/em><\/p>\n
\nPeki neden d\u00fc\u015f\u00fcyor?<\/b><\/p>\n