{"id":13500,"date":"2012-03-29T10:41:33","date_gmt":"2012-03-29T08:41:33","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=13500"},"modified":"2012-03-29T10:41:54","modified_gmt":"2012-03-29T08:41:54","slug":"para-politikasi-dogru-yolda","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/para-politikasi-dogru-yolda\/","title":{"rendered":"Para Politikas\u0131 Do\u011fru Yolda"},"content":{"rendered":"<p>\u00dcretim-harcama dengesizli\u011finin nedenlerine y\u00f6nelik yaz\u0131lara ara veriyorum. Yumu\u015fak ini\u015f, d\u0131\u015f a\u00e7\u0131k ve d\u00f6viz kuru a\u00e7\u0131s\u0131ndan \u00e7ok \u00f6nemli oldu\u011funu s\u00f6yledim. Geri d\u00f6nece\u011fim.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1449991029\"><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>Yar\u0131n \u015fubat d\u0131\u015f ticaret verileri yay\u0131nlan\u0131yor. D\u0131\u015f a\u00e7\u0131\u011f\u0131n arzulanan h\u0131zda d\u00fczelip d\u00fczelmedi\u011fini g\u00f6rece\u011fiz. Piyasa 5.5 milyar dolar d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 bekliyor. Makul duruyor. Ge\u00e7en y\u0131l 7.5 milyar dolard\u0131. Mart sonras\u0131nda d\u00fczelme h\u0131zlan\u0131r.<\/p>\n<p>Sanayi d\u0131\u015f\u0131 kesimler i\u00e7in g\u00fcven endeksleri mart sonu\u00e7lar\u0131 T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131kland\u0131. Hizmetler, perakende ticaret ve in\u015faatta g\u00fcven aral\u0131kta dibe vurmu\u015ftu. Y\u0131lba\u015f\u0131nda ba\u015flayan y\u00fckseli\u015f s\u00fcr\u00fcyor. Yumu\u015fak ini\u015f senaryosu i\u00e7in iyi haberdir.<\/p>\n<p>Hafta ba\u015f\u0131nda son \u00e7eyrek b\u00fcy\u00fcme a\u00e7\u0131klan\u0131yor. Piyasan\u0131n tahmini y\u00fczde 6,3; b\u00f6ylece 2011 b\u00fcy\u00fcmesi y\u00fczde 8,4\u2019e ula\u015f\u0131yor. Biraz daha y\u00fcksek \u00e7\u0131kabilir. 2012 i\u00e7in beklenen y\u00fczde 2,6 ise son IMF tahmini ile (y\u00fczde 2,3) uyumludur.<\/p>\n<p><strong>Yeni para politikas\u0131<\/strong><\/p>\n<p>San\u0131r\u0131m sa\u011f\u0131r sultan bile duydu. Merkez Bankas\u0131\u2019n\u0131n 2010 sonunda devreye soktu\u011fu yeni para politikas\u0131 bile\u015fimi mali piyasalar\u0131 \u00e7ok tedirgin etti. Uygulamalar \u00e7ok sert ele\u015ftirildi. Uzun uzun neden ba\u015far\u0131s\u0131zl\u0131\u011fa mahkzm oldu\u011fu anlat\u0131ld\u0131.<\/p>\n<p>Hatta do\u011frudan y\u00f6neticiler hedef al\u0131nd\u0131. A\u011f\u0131r su\u00e7lamalar yap\u0131ld\u0131: enflasyonla m\u00fccadele ikinci plana at\u0131ld\u0131, ba\u011f\u0131ms\u0131zl\u0131ktan taviz verildi, h\u00fck\u00fcmetin d\u00fcmen suyuna girildi vs. Olmad\u0131k felaket senaryolar\u0131 yaz\u0131ld\u0131.<\/p>\n<p>\u0130lk g\u00fcnlerde ben de tart\u0131\u015fmaya kat\u0131ld\u0131m. Makro dengesizlerin ayr\u0131nt\u0131s\u0131na girdim. De\u011fi\u015fen i\u00e7 ve d\u0131\u015f ko\u015fullarda eski yakla\u015f\u0131m\u0131n ge\u00e7ersizli\u011fini g\u00f6sterdim. \u0130ntizaml\u0131 d\u00fczeltmenin yol haritas\u0131n\u0131 \u00e7\u0131kard\u0131m. Yeni politikay\u0131 bu ba\u011flamda destekledim.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4276030491\"><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>Ama bir s\u00fcre sonra ayn\u0131 analizleri tekrarlamaktan s\u0131k\u0131ld\u0131m. Duvara konu\u015fma duygusuna kap\u0131ld\u0131m. Kervan zaten y\u00fcr\u00fcyordu. Kenardan izledim. Gerilla tarz\u0131 k\u00fc\u00e7\u00fck \u00e7akmalar\u0131 sevdim. Politikaya deste\u011fimi \u00f6yle s\u00fcrd\u00fcrd\u00fcm.<\/p>\n<p>Optik yan\u0131lg\u0131 para politikas\u0131na (ve T\u00fcrkiye\u2019ye) \u00f6zg\u00fc de\u011fildir. Yerle\u015fik \u00e7\u0131karlar\u0131 ve ideolojik saplant\u0131lar\u0131 yans\u0131t\u0131r. Cehaletle birle\u015fir. Olu\u015fan garip zihniyet kokteyli \u015fa\u015f\u0131rt\u0131c\u0131 koalisyonlar\u0131 besler. Sol (?) muhalefetin mali piyasa ile son ittifak\u0131 iyi \u00f6rnektir.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <strong><a href=\"http:\/\/haber.gazetevatan.com\/Haber\/439776\/1\/Gundem\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ.<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00dcretim-harcama dengesizli\u011finin nedenlerine y\u00f6nelik yaz\u0131lara ara veriyorum. Yumu\u015fak ini\u015f, d\u0131\u015f a\u00e7\u0131k ve d\u00f6viz kuru a\u00e7\u0131s\u0131ndan \u00e7ok \u00f6nemli oldu\u011funu s\u00f6yledim. Geri d\u00f6nece\u011fim. Yar\u0131n \u015fubat d\u0131\u015f ticaret&hellip;<\/p>\n","protected":false},"author":13,"featured_media":919,"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-13500","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\/13500","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\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=13500"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/13500\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/919"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=13500"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=13500"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=13500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}