{"id":10199,"date":"2012-01-11T09:00:15","date_gmt":"2012-01-11T07:00:15","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=10199"},"modified":"2012-01-11T13:03:31","modified_gmt":"2012-01-11T11:03:31","slug":"simdi-bekleme-zamani","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/simdi-bekleme-zamani\/","title":{"rendered":"\u015eimdi Bekleme Zaman\u0131"},"content":{"rendered":"<p>Ge\u00e7en y\u0131l\u0131n son aylar\u0131nda ve bu y\u0131l\u0131n ilk haftas\u0131nda gerek d\u00fcnyada gerekse T\u00fcrkiye&#8217;de \u00f6nemli geli\u015fmeler oldu. Bir\u00e7ok kararlar al\u0131nd\u0131, yeni ad\u0131mlar at\u0131ld\u0131.<br \/>\nAvrupa merkezde olmak \u00fczere ABD ve Asya ekonomilerini y\u00f6netenler s\u00fcregiden krizin etkilerini azaltmak ve normalle\u015fmek i\u00e7in yo\u011fun bir \u00e7aba i\u00e7ine girdiler.<br \/>\nT\u00fcrkiye&#8217;de ise Merkez Bankas\u0131 odakl\u0131 hamleler dikkati \u00e7ekti. A\u011fustos ay\u0131ndan bu yana 15 milyar dolar rezerv harcayan banka, son olarak s\u00f6zle yapt\u0131\u011f\u0131 m\u00fcdahaleyle piyasalara y\u00f6n g\u00f6stermeye \u00e7al\u0131\u015ft\u0131.<br \/>\nT\u00fcm bu ad\u0131mlar\u0131n ne sonu\u00e7 vereceklerini g\u00f6zlemek i\u00e7in zamana gereksinimimiz var. Bekleyip sonu\u00e7lar\u0131 izleyece\u011fiz. Sonra da &#8220;Nereye gidiyoruz?&#8221; sorusuna daha a\u00e7\u0131k yan\u0131tlar verebilece\u011fiz.<br \/>\n\u00d6nce uluslararas\u0131 piyasalarda belirginli\u011fi sa\u011flayacak noktalara bakal\u0131m.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1109420384\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>\u25a0 Avrupa 9 Aral\u0131k 2011 Liderler Toplant\u0131s\u0131&#8217;nda al\u0131nan kararlar\u0131n uygulanma h\u0131z\u0131.<\/p>\n<p>\u25a0 Avrupa ve Amerikan merkez bankalar\u0131n\u0131n piyasaya yeniden verecekleri likiditenin miktar\u0131 ve kullan\u0131\u015f bi\u00e7imi. \u00d6zellikle Avrupa Merkez Bankas\u0131&#8217;na yat\u0131r\u0131lm\u0131\u015f 445 milyar Euro&#8217;luk 1 haftal\u0131k mevduat\u0131n sisteme nas\u0131l sokulaca\u011f\u0131, ABD Merkez Bankas\u0131&#8217;n\u0131n ise konut sekt\u00f6r\u00fcn\u00fc canland\u0131rmak i\u00e7in sa\u011flayaca\u011f\u0131 yeni olanaklar\u0131n neler olaca\u011f\u0131.<\/p>\n<p>\u25a0 Euro&#8217;nun dolara kar\u015f\u0131 de\u011fer yitiri\u015finin G\u00fcney Avrupa \u00fclkelerinin rekabet\u00e7ilik d\u00fczeyine etkisi.<\/p>\n<p>\u25a0 Fransa&#8217;n\u0131n notunun d\u00fc\u015f\u00fcr\u00fclmesi.<\/p>\n<p>\u25a0 Macaristan&#8217;\u0131n durumu.<\/p>\n<p>\u25a0 \u0130talya, Yunan ve Fransa se\u00e7imleri.<\/p>\n<p>\u25a0 Geli\u015fen piyasalara kar\u015f\u0131 risk i\u015ftah\u0131n\u0131n y\u00f6n\u00fc.<br \/>\nT\u00fcrkiye ise bu geli\u015fmelerden ku\u015fkusuz etkilenecektir. Bunun da \u00f6tesinde uygulad\u0131\u011f\u0131 politikalar\u0131n sonu\u00e7lar\u0131n\u0131 da g\u00f6rmek gerekecektir:<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4233197883\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>\u25a0 Son 2 haftada y\u00fczde 11.2 ila 9.5 aras\u0131nda de\u011fi\u015fen oranlarda olu\u015fan Merkez Bankas\u0131 koridor faizinin bu d\u00fczeylerde kal\u0131p kalmayaca\u011f\u0131.<\/p>\n<p>\u25a0 Cari i\u015flemler a\u00e7\u0131\u011f\u0131n\u0131n azalma h\u0131z\u0131.<\/p>\n<p>\u25a0 Enflasyon geli\u015fmeleri.<\/p>\n<p>\u25a0 Yumu\u015fak ini\u015fin i\u015faretleri.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3209427832\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>\u25a0 Kamu maliyesinin durumu.<\/p>\n<p>\u25a0 Risk i\u015ftah\u0131 art\u0131\u015f\u0131ndan T\u00fcrkiye&#8217;ye girecek d\u0131\u015f fonlar\u0131n kalitesi.<\/p>\n<p>\u25a0 Merkez Bankas\u0131&#8217;n\u0131n kur ve faiz politikalar\u0131nda yeni de\u011fi\u015fiklikler yap\u0131p yapmayaca\u011f\u0131.<br \/>\nT\u00fcm bu geli\u015fmelerin sonu\u00e7lar\u0131n\u0131 g\u00f6rmek i\u00e7in asgari 3 ile 6 ayl\u0131k bir s\u00fcreye gereksinimimiz oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. Yukar\u0131da s\u0131ralad\u0131\u011f\u0131m noktalardaki belirsizlikler ancak bu s\u00fcre ge\u00e7tikten sonra azalabilir.<\/p>\n<p><strong>***<\/strong><\/p>\n<p><strong>Sanayi \u00fcretimi ve yumu\u015fak ini\u015f<\/strong><\/p>\n<p>Sanayi \u00fcretimi kas\u0131m ay\u0131nda beklentiler d\u00fczeyinde ger\u00e7ekle\u015fti. Sanayi sekt\u00f6r\u00fcn\u00fcn yumu\u015fak ini\u015fe katk\u0131s\u0131n\u0131 g\u00f6steren sonu\u00e7lar ortaya \u00e7\u0131kt\u0131.<br \/>\nNe var ki tablodan da izlenece\u011fi gibi, Gayrisafi Yurti\u00e7i Has\u0131la&#8217;ya katk\u0131 a\u00e7\u0131s\u0131ndan hizmetler sekt\u00f6r\u00fc ba\u015f\u0131 \u00e7ekiyor. Sanayi ve tar\u0131m \u00fcretiminin b\u00fcy\u00fcmeye katk\u0131lar\u0131 \u00e7ok daha d\u00fc\u015f\u00fck.<br \/>\nBu da normal. Zira 2010 y\u0131l\u0131 verilerine g\u00f6re \u00fcretimin y\u00fczde 63.08&#8217;ini ula\u015ft\u0131rma, haberle\u015fme, in\u015faat, ticaret ve mali kurumlar\u0131 i\u00e7eren hizmetler sekt\u00f6r\u00fc sa\u011fl\u0131yor. Sanayi ve tar\u0131m\u0131n a\u011f\u0131rl\u0131klar\u0131 ise s\u0131ras\u0131yla y\u00fczde 26.98 ve 9.46.<br \/>\nDolay\u0131s\u0131yla bu y\u0131lda da b\u00fcy\u00fcmeyi sanayi \u00fcretiminden \u00e7ok hizmetler sekt\u00f6r\u00fc belirleyecek. \u00d6zellikle in\u015faat ve konut \u00fcretimindeki geli\u015fmeler ya da t\u0131kan\u0131kl\u0131klar 2012 b\u00fcy\u00fcmesinin y\u00f6n\u00fcn\u00fc \u00e7izecek.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en y\u0131l\u0131n son aylar\u0131nda ve bu y\u0131l\u0131n ilk haftas\u0131nda gerek d\u00fcnyada gerekse T\u00fcrkiye&#8217;de \u00f6nemli geli\u015fmeler oldu. Bir\u00e7ok kararlar al\u0131nd\u0131, yeni ad\u0131mlar at\u0131ld\u0131. Avrupa merkezde olmak&hellip;<\/p>\n","protected":false},"author":418,"featured_media":5395,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-10199","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/10199","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/418"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=10199"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/10199\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/5395"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=10199"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=10199"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=10199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}