{"id":11253,"date":"2012-02-05T15:04:11","date_gmt":"2012-02-05T13:04:11","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=11253"},"modified":"2012-02-05T15:04:27","modified_gmt":"2012-02-05T13:04:27","slug":"hepsi-euro-kullaniyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/hepsi-euro-kullaniyor\/","title":{"rendered":"Hepsi Euro Kullan\u0131yor"},"content":{"rendered":"<p>Avrupa liderlerinin \u00e7ok s\u0131k tekrarlad\u0131klar\u0131 bir c\u00fcmle var: \u201cYunanistan m\u00fcnferit bir sorundur, di\u011fer ekonomilerle Yunanistan\u2019\u0131 kar\u015f\u0131la\u015ft\u0131rmak yanl\u0131\u015ft\u0131r.\u201d Bu c\u00fcmle tek ba\u015f\u0131na b\u00fcy\u00fck \u00f6l\u00e7\u00fcde do\u011fru. Ama, piyasalar ayn\u0131 \u015feyi d\u00fc\u015f\u00fcnm\u00fcyor. Yunanistan\u2019\u0131n durumu di\u011fer \u00fclkelerden \u00e7ok farkl\u0131 da olsa, Yunanistan ekonomisinin durumu ve durumu d\u00fczeltmeye y\u00f6nelik al\u0131nan \u00f6nlemler piyasalar a\u00e7\u0131s\u0131ndan di\u011fer sorunlu \u00fclkeler i\u00e7in \u00f6rnek oluyor.<br \/>\nYunanistan\u2019\u0131n bor\u00e7lar\u0131 2010 y\u0131l\u0131 sonunda milli gelirlerinin y\u00fczde 150\u2019siydi. \u015eimdi, y\u00fczde 180\u2019e yakla\u015f\u0131yor. Buna kar\u015f\u0131l\u0131k Portekiz\u2019de bu oran 2010 y\u0131l\u0131 sonunda y\u00fczde 100\u2019\u00fcn alt\u0131ndayd\u0131. Yunanistan\u2019a g\u00f6re, Portekiz kar\u015f\u0131la\u015ft\u0131r\u0131lmayacak kadar iyi durumda. Ama, piyasalar Portekiz\u2019in de Yunanistan\u2019\u0131n yolunda gidece\u011fini bekledi\u011finden, durum giderek bozuluyor. S\u00fcrd\u00fcr\u00fclebilir olan Portekiz\u2019in bor\u00e7 dinami\u011fi s\u00fcrd\u00fcr\u00fclemez hale geliyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1366236627\"><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>PORTEK\u0130Z YOLDA<\/strong><br \/>\nYunanistan\u2019\u0131n \u00f6zel kesime olan bor\u00e7lar\u0131n\u0131n y\u00fczde 70-80\u2019i silinecek. Yunanistan bor\u00e7lanma senetlerine yat\u0131r\u0131m yapm\u0131\u015f baz\u0131 ki\u015fi ve kurumlar verdikleri bor\u00e7lar\u0131n geri \u00f6denmemesi riskine kar\u015f\u0131 sigorta (CDS) sat\u0131n alm\u0131\u015flard\u0131. Bor\u00e7 silinmesi iste\u011fe ba\u011fl\u0131 diye sigorta mekanizmas\u0131 \u00e7al\u0131\u015ft\u0131r\u0131lmayacak. Bor\u00e7 silinmesini iste\u011fe ba\u011fl\u0131 diye kabul edenler bankalar. Bu bankalar\u0131n \u00e7o\u011fu Avrupa devletlerinden yard\u0131m alarak ayaktalar. Aksini s\u00f6ylemelerine olanak yok.<\/p>\n<p>#resim#7542#<br \/>\nBu uygulamayla CDS\u2019lerin g\u00f6rmeleri gereken i\u015flev yok oluyor. Yunanistan\u2019a bor\u00e7 vermedikleri halde CDS alanlar \u00e7\u00f6pe d\u00f6nm\u00fc\u015f yat\u0131r\u0131mlar\u0131ndan \u00e7\u0131k\u0131yorlar. Portekiz CDS\u2019lerinden de \u00e7\u0131k\u0131yorlar. Portekiz de bor\u00e7 silmeye giderse, ayn\u0131 durumun ya\u015fanaca\u011f\u0131ndan korkuluyor. Portekiz ekonomisiyle do\u011frudan ili\u015fkili olmayan bu durum Portekiz\u2019in iki y\u0131l vadeli bor\u00e7lanmalar\u0131ndaki faizi y\u0131ll\u0131k y\u00fczde 20\u2019ye (Yunanistan\u2019\u0131nki y\u00fczde 170) yakla\u015ft\u0131r\u0131yor. Bu faizlerle do\u011fal olarak Portekiz\u2019in de bor\u00e7 dinami\u011fi s\u00fcrd\u00fcr\u00fclemez noktas\u0131na h\u0131zla geliyor. Son birka\u00e7 g\u00fcndeki geli\u015fmelere bak\u0131p \u00e7ok fazla iyimserli\u011fe kap\u0131lmak do\u011fru de\u011fil. Birka\u00e7 ay sonra resim daha iyi ortaya \u00e7\u0131kar.<\/p>\n<p><strong>B\u0130R YANLI\u015eLIK VAR\u00a0<\/strong><br \/>\nTabloda Almanya, \u0130spanya, \u0130talya, \u0130rlanda, Portekiz ve Yunanistan\u2019\u0131n baz\u0131 ekonomik g\u00f6stergeleri veriliyor. Bu tabloda \u00fclke isimlerinin bulundu\u011fu b\u00f6l\u00fcm\u00fc kapatsan\u0131z, bu \u00fclkelerin ayn\u0131 paray\u0131 kulland\u0131klar\u0131na hi\u00e7 kimseyi ikna edemezsiniz.<br \/>\nBu \u00fclkelerin hepsi Euro kullan\u0131yorlar. Tablodaki g\u00f6stergeler aras\u0131nda en fazla benze\u015ftikleri enflasyon. Di\u011fer b\u00fct\u00fcn g\u00f6stergelerde ayr\u0131\u015fm\u0131\u015f durumdalar. En d\u00fc\u015f\u00fck bor\u00e7\/milli gelir oran\u0131 y\u00fczde 61 ile \u0130spanya\u2019da. \u0130spanya\u2019n\u0131n da ba\u015f\u0131 belada. \u0130ki y\u0131l vadeli bor\u00e7lanma faizi, Almanya\u2019n\u0131nki y\u00fczde 0.16 iken, \u0130spanya\u2019da y\u00fczde 3.5 civar\u0131nda.<br \/>\nAlmanya\u2019da i\u015fsizlik y\u00fczde 5.5 iken (1990\u2019dan beri en iyi d\u00fczey), \u0130spanya\u2019da y\u00fczde 23\u2019e, Portekiz\u2019de y\u00fczde 14\u2019e, Yunanistan\u2019da y\u00fczde 20\u2019ye dayanm\u0131\u015f durumda. Almanya\u2019da ekonomik b\u00fcy\u00fcme y\u00fczde 3 civar\u0131ndayken, Yunanistan ve Portekiz k\u00fc\u00e7\u00fcl\u00fcyor. 2012 y\u0131l\u0131nda bunlara ilave olarak \u0130spanya ve \u0130talya ekonomilerinin de k\u00fc\u00e7\u00fclece\u011fi tahmin ediliyor.<br \/>\nBu resimde bir yanl\u0131\u015fl\u0131k var. Yanl\u0131\u015fl\u0131k, ya hepsinin Euro kullanmas\u0131 ya da Avrupa liderlerinin Yunanistan\u2019\u0131 m\u00fcnferit bir sorunmu\u015f gibi g\u00f6rmeleri.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Avrupa liderlerinin \u00e7ok s\u0131k tekrarlad\u0131klar\u0131 bir c\u00fcmle var: \u201cYunanistan m\u00fcnferit bir sorundur, di\u011fer ekonomilerle Yunanistan\u2019\u0131 kar\u015f\u0131la\u015ft\u0131rmak yanl\u0131\u015ft\u0131r.\u201d Bu c\u00fcmle tek ba\u015f\u0131na b\u00fcy\u00fck \u00f6l\u00e7\u00fcde do\u011fru. Ama,&hellip;<\/p>\n","protected":false},"author":675,"featured_media":9441,"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-11253","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\/11253","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\/675"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=11253"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/11253\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9441"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=11253"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=11253"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=11253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}