{"id":10742,"date":"2012-01-23T15:14:06","date_gmt":"2012-01-23T13:14:06","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=10742"},"modified":"2012-01-23T15:14:18","modified_gmt":"2012-01-23T13:14:18","slug":"sicak-para-gelince","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/sicak-para-gelince\/","title":{"rendered":"S\u0131cak Para Gelince"},"content":{"rendered":"<p>S\u0131cak para uyu\u015fturucuya benzer. Ald\u0131k\u00e7a rahatlars\u0131n\u0131z, uyu\u015fursunuz. Alamad\u0131\u011f\u0131n\u0131zda dengeniz bozulur.<br \/>\nUyu\u015fturucudan kurtulman\u0131n tek yolu iyi ve uzun bir tedavi g\u00f6rmektir. Aksi takdirde, size verdi\u011fi k\u00f6t\u00fcl\u00fc\u011f\u00fc bile bile rahatlayabilmek i\u00e7in uyu\u015fturucuyu arars\u0131n\u0131z. B\u0131raksan\u0131z dahi tekrar ba\u015flars\u0131n\u0131z.<br \/>\nT\u00fcrkiye&#8217;nin s\u0131cak para deneyimlerinde de hep benzer \u015feyler oldu.<br \/>\nKovmak istedik. TL de\u011fer kaybetti. Ekonomik b\u00fcy\u00fcme duraksad\u0131. Bunu \u00f6nlemek i\u00e7in faiz art\u0131r\u0131m\u0131 dahil s\u0131k\u0131 para politikas\u0131na y\u00f6neldik. S\u0131cak para tekrar geldi. Kar\u015f\u0131la\u015ft\u0131\u011f\u0131m\u0131z sorunlar\u0131 k\u0131sa d\u00f6nem i\u00e7in olsa da yok etti.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-137517818\"><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><strong>NASREDD\u0130N HOCA&#8217;NIN E\u015eE\u011e\u0130N\u0130 TEKRAR BULMASI G\u0130B\u0130<\/strong><br \/>\nSon olarak Merkez Bankas\u0131 ge\u00e7en y\u0131l faizleri son noktas\u0131na kadar d\u00fc\u015f\u00fcrd\u00fc. Bu hareketin bir amac\u0131 da s\u0131cak paray\u0131 ka\u00e7\u0131rmakt\u0131.<br \/>\nNitekim uluslararas\u0131 konjonkt\u00fcr\u00fcn de olumsuzla\u015fmas\u0131yla birlikte eyl\u00fcl ay\u0131ndan itibaren k\u0131sa vadeli d\u0131\u015f fonlar T\u00fcrkiye&#8217;den \u00e7\u0131k\u0131p gittiler. Getirileri d\u00fc\u015f\u00fck olunca da tekrar gelmek istemediler.<br \/>\nNe var ki aral\u0131k ay\u0131nda giderek bozulan d\u0131\u015f d\u00fcnya konjonkt\u00fcr\u00fc ve azalan risk i\u015ftah\u0131 TL&#8217;nin dolar kar\u015f\u0131s\u0131nda 1.90&#8217;\u0131 a\u015fmas\u0131 gibi kimsenin istemedi\u011fi bir sonucu da beraberinde getirdi.<br \/>\nMerkez Bankas\u0131 bu bask\u0131ya daha fazla dayanamad\u0131. Do\u011frusunu yaparak faizlerin y\u00fczde 12&#8217;lere \u00e7\u0131kmas\u0131na izin veren &#8220;koridor&#8221; uygulamas\u0131na ba\u015flad\u0131. TL&#8217;nin de\u011fer yitiri\u015fini ancak b\u00f6yle kontrol alt\u0131na alabildi.<br \/>\nOcak ay\u0131n\u0131n ortalar\u0131nda ise TL&#8217;nin imdad\u0131na d\u0131\u015f piyasalarda artan risk i\u015ftah\u0131 yeti\u015fti.<br \/>\n\u00d6zellikle Avrupa Merkez Bankas\u0131&#8217;n\u0131n y\u00fczde 1 faizle verdi\u011fi likiditenin ge\u00e7en haftaki \u0130talya ve Fransa&#8217;n\u0131n yeni tahvil ihalelerinde talebin artmas\u0131n\u0131 ve faizlerin d\u00fc\u015f\u00fcr\u00fclmesini sa\u011flamas\u0131 yan\u0131nda, baz\u0131 \u00f6zel kurulu\u015flar\u0131n bilan\u00e7o verilerinin iyi \u00e7\u0131kmas\u0131 piyasalarda bir anda olumlu havan\u0131n esmesine neden oldu.<br \/>\nAyr\u0131ca Yunanistan&#8217;\u0131n bor\u00e7 g\u00f6r\u00fc\u015fmelerindeki olumlu ilerlemeler ve Asya&#8217;dan gelen iyi haberler havay\u0131 bir anda de\u011fi\u015ftirdi.<br \/>\nRisk i\u015ftah\u0131nda g\u00f6zlenen bu h\u0131zl\u0131 de\u011fi\u015fim ku\u015fkusuz T\u00fcrkiye&#8217;ye de yans\u0131d\u0131. S\u0131cak para bizim piyasalardaki y\u00fcksek faiz ortam\u0131n\u0131 g\u00f6r\u00fcnce gelmeye ba\u015flad\u0131. Bunun sonucu TL de\u011fer kazand\u0131.<br \/>\nDefalarca seyretti\u011fimiz s\u0131cak para filmi yeniden vizyona girdi. S\u0131cak paran\u0131n uyu\u015fturucu etkisi ise herkesi memnun etti. Y\u00fczleri g\u00fcld\u00fcrd\u00fc.<\/p>\n<p><strong>B\u00d6YLE S\u00dcRECEK M\u0130?<\/strong><br \/>\nKan\u0131mca bu hava bir s\u00fcre daha devam edecek. Treni ka\u00e7\u0131rd\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnenler T\u00fcrkiye&#8217;ye gelmeye \u00e7al\u0131\u015facaklar.<br \/>\n\u00d6zellikle bu haftaki Hazine&#8217;nin tahvil ihaleleri y\u00fcksek kazan\u00e7lar i\u00e7in bulunmaz bir nimet.<br \/>\nHele y\u00fczde 5.75 ile piyasaya 30 milyar TL sa\u011flayan Merkez Bankas\u0131 gibi bir kurulu\u015f da var olduk\u00e7a i\u015ftahlar daha da kabaracak gibi.<br \/>\nKan\u0131mca bu havay\u0131 ancak iki olumsuz geli\u015fme bozabilir.<br \/>\nBirincisi, Yunanistan&#8217;\u0131n bor\u00e7 g\u00f6r\u00fc\u015fmeleri. \u0130kincisi, k\u00f6t\u00fc \u00e7\u0131kabilecek \u015firket bilan\u00e7olar\u0131.<br \/>\nBunlar\u0131n ger\u00e7ekle\u015fme olas\u0131l\u0131\u011f\u0131n\u0131n k\u0131sa d\u00f6nemde g\u00fc\u00e7 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. Yunanistan olay\u0131 bu hafta \u00e7\u00f6z\u00fclebilir. \u00d6zel sekt\u00f6r\u00fcn de \u00e7o\u011fu, beklenenden iyi sonu\u00e7larla risk i\u015ftah\u0131n\u0131n art\u0131\u015f\u0131na katk\u0131da bulunabilir.<br \/>\nT\u00fcrkiye de bunlar\u0131n yard\u0131m\u0131yla daha fazla s\u0131cak paray\u0131 \u00e7ekebilir. Faizler daha da d\u00fc\u015fer, TL de\u011fer kazan\u0131r.<br \/>\nEkonomideki k\u0131r\u0131lganl\u0131klar tedavi edilmeyince, s\u0131cak para i\u015fte b\u00f6ylesi bir g\u00fc\u00e7 haline gelebiliyor.<\/p>\n<p><strong>***<\/strong><\/p>\n<p><strong>Yener Din\u00e7men&#8217;e veda<\/strong><\/p>\n<p>\u0130lkelerine ba\u011fl\u0131, d\u00fcr\u00fcstl\u00fc\u011f\u00fcn timsali ve &#8220;ger\u00e7ek Hazine&#8217;ci&#8221; Yener Din\u00e7men&#8217;i kaybettik.<br \/>\n\u0130nand\u0131klar\u0131ndan hi\u00e7bir \u00f6d\u00fcn vermeden ba\u015f\u0131 dimdik ya\u015fad\u0131. Ac\u0131lar\u0131n\u0131 hep i\u00e7ine g\u00f6md\u00fc.<br \/>\nG\u00fcle g\u00fcle Yener Abi.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>S\u0131cak para uyu\u015fturucuya benzer. Ald\u0131k\u00e7a rahatlars\u0131n\u0131z, uyu\u015fursunuz. Alamad\u0131\u011f\u0131n\u0131zda dengeniz bozulur. Uyu\u015fturucudan kurtulman\u0131n tek yolu iyi ve uzun bir tedavi g\u00f6rmektir. Aksi takdirde, size verdi\u011fi k\u00f6t\u00fcl\u00fc\u011f\u00fc&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-10742","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\/10742","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=10742"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/10742\/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=10742"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=10742"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=10742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}