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Altın ve Gümüşte ABD Baskısı: Bu Seviyelerden Alınır mı?

Kanal Finans13m 45s

Turkish market analyst Tunç Aturoğlu discusses various markets including Brent oil at 96, Istanbul stock exchange risks, cryptocurrency holds, and US market pressure on gold and silver. He recommends holding positions rather than making new investments due to current market uncertainties.

Summary

Market analyst Tunç Aturoğlu provides a comprehensive overview of current market conditions across multiple asset classes. He begins by analyzing Brent oil, which is trading around 96 and serves as a key indicator for overall market sentiment - when Brent falls, markets tend to be positive and vice versa. He notes that Brent prices the future rather than spot prices and identifies key balance areas at 96, 103, 109, and potentially down to 87. Despite geopolitical tensions from the war, he believes the worst is behind us as oil peaked at 120 earlier. Regarding the Istanbul stock exchange, Aturoğlu expresses caution despite recent highs, citing political uncertainties and poor industrial conditions pre-war that have worsened. He discusses Finance Minister Mehmet Çimşek's inflation policies, noting attacks from the 'inflation lobby' and foreign expectations of 300 basis point interest rate increases. For cryptocurrencies, he recommends holding Bitcoin unless it closes above 75,800, Ethereum unless it passes 2,350, and XRP unless it exceeds 143.50. In US markets, he notes mixed performance with potential buying opportunities in QQQM if indexes turn positive and SMH from 462 levels. Most significantly, he identifies a pattern in gold and silver where prices rise around 14:30 Turkish time but fall after US markets open, attributing this to American selling pressure. He advises against new gold and silver positions at current levels despite the metals struggling with weekly moving averages.

About this episode

National Media Authority Permit Number: 8354387 .Eğitimleri incelemek ve satın almak için https://tt.gt/AnalizSirlari .Twitter (X) aboneliği için: https://tt.gt/Xabone .Twitter: https://twitter.com/TuncSatiroglu .Twitter İngilizce: https://twitter.com/kanalfinans .Instagram İngilizce: https://www.instagram.com/tuncsatiroglu .Instagram: https://www.instagram.com/kanalfinans/ .TikTok: https://www.tiktok.com/@tuncsatiroglu .Hakkımda ve bana ulaşmak için https://tt.gt/Tunc 00:00 Giriş ve Petrol Piyasası 00:22 Brent Petrol ve Piyasalar 01:09 Petrol Fiyatlarında Denge 02:46 Küresel Risk Analizi 04:19 Borsa İstanbul Yorumu 05:25 Ekonomi Politikaları ve Faiz 07:50 BIST İçin Teknik Seviyeler 08:08 Bitcoin ve Kripto Piyasası 09:01 Ethereum ve XRP Analizi 09:44 Nasdaq ve ABD Endeksleri 11:11 Yazılım Sektörü ve IGV 11:29 Altın Piyasası Analizi 12:30 Gümüş ve Değerli Metaller 13:06 Genel Strateji ve Kapanış SPL Düzey 3 lisansımı görüntülemek için: https://tt.gt/SPL3 Analizde kullandığım indikatörler hakkında daha fazla bilgi için bu video izleyebilirsiniz: Tradingview Kullanarak Teknik Analiz Yapalım https://youtu.be/FiBWzAIX_Kc Burada yer alan yatırım bilgi, yorum ve tavsiyeleri yatırım danışmanlığı kapsamında değildir. Yatırım danışmanlığı hizmeti, yetkili kuruluşlar tarafından kişilerin risk ve getiri tercihleri dikkate alınarak kişiye özel sunulmaktadır. Burada yer alan yorum ve tavsiyeler ise genel niteliktedir. Bu tavsiyeler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanılarak yatırım kararı verilmesi beklentilerinize uygun sonuçlar doğurmayabilir, zarar edebilirsiniz.

Key Insights

  • Aturoğlu argues that Brent oil at 96 represents a balanced level and that the worst of the oil crisis is behind us, having peaked at 120 during early war periods
  • The analyst claims there is a systematic pattern where gold and silver rise around 14:30 Turkish time but consistently fall after US markets open due to American selling pressure
  • He contends that the Istanbul stock exchange faces significant political risks and poor industrial fundamentals that make it unsuitable for investment despite recent highs
  • Aturoğlu asserts that current market analysis has shifted from fundamental economic analysis to pure speculation due to geopolitical uncertainties
  • He argues that Finance Minister Mehmet Çimşek faces unfair criticism from the 'inflation lobby' while foreign analysts expect forced interest rate increases of 300 basis points

Topics

Brent Oil AnalysisIstanbul Stock ExchangeCryptocurrency HoldingsUS Market PerformanceGold and Silver Pressure

Transcript

Hello, I'm Tunç Aturoğlu. Welcome to my market comments. There is not much happening on Monday. I want to do it a little later than the end of the week. I want to see a little sometimes. I said let's see if something will change today. I finished a little bit. First of all, we look at Brent Petrol. The whole market is already looking at this. If Brent Petrol goes down, the markets are positive. If Brent Petrol goes up, the markets are negative. Why? Because Brent Petrol actually prices the future. So, unlike the price at the spot, Brent Petrol prices the future. Otherwise, of course, when you say today, let me buy this oil from Unman, you…

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