{"id":16068,"date":"2012-05-30T08:20:46","date_gmt":"2012-05-30T06:20:46","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=16068"},"modified":"2012-05-30T08:21:07","modified_gmt":"2012-05-30T06:21:07","slug":"memur-zammi-kur-ve-enflasyon","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/memur-zammi-kur-ve-enflasyon\/","title":{"rendered":"Memur Zamm\u0131, Kur ve Enflasyon"},"content":{"rendered":"<p>De\u011ferli ve kan\u0131ma susam\u0131\u015f okurlar\u0131mla aramdaki g\u00f6n\u00fcl ba\u011f\u0131n\u0131n bu g\u00fcnlerde biraz gev\u015fedi\u011fini hisseder gibiyim.\u00a0 E\u011fer b\u00f6yle devam ederse, yine politika yazmaya ba\u015flayaca\u011f\u0131m. Mesela bloguma koydu\u011fum Brent\u2019in 100 dolara inece\u011fi tahmini konusunda yeterince ele\u015ftiri almad\u0131\u011f\u0131m d\u00fc\u015f\u00fcncesindeyim.\u00a0 O blogda temel varsay\u0131m kendi i\u00e7sel nedenlerinden dolay\u0131 \u00a0ABD ve Tahran\u2019\u0131n\u00a0 P5+1 g\u00f6r\u00fc\u015fme turlar\u0131na devam edece\u011fiydi.\u00a0 Bug\u00fcn o varsay\u0131m bozuldu. Art\u0131k petrol fiyatlar\u0131nda yukar\u0131 hareket, a\u015fa\u011f\u0131 hareketle e\u015f olas\u0131l\u0131kl\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2391984190\"><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>Bug\u00fcn TCMB PPK topland\u0131\u011f\u0131na g\u00f6re, benim de 2 y\u0131ld\u0131r enflasyon ve Y\u00fcksek Enflasyon Lobisi\u2019ne kar\u015f\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcm amans\u0131z cihatta yeni bir sayfa ve cephe a\u00e7man\u0131n zaman\u0131. PPK laf\u0131 evirdi \u00e7evirdi, ama sonunda benim istedi\u011fim noktaya geldi:\u00a0 Para politikas\u0131 s\u0131k\u0131 tutulacak. E\u011fer AB krizi Haziran sonu gibi biterse, parasal s\u0131k\u0131la\u015ft\u0131rma enflasyona bir nebze fren olabilir.\u00a0 Ama, Grexit PIIGS krizine d\u00f6n\u00fc\u015f\u00fcrse, bu sene T\u00dcFE %10\u2019\u0131n alt\u0131na inemez. Bug\u00fcn a\u00e7\u0131klanan memur zamm\u0131n\u0131 g\u00f6rd\u00fckten sonra, ikna oldum, %7-8\u2019in alt\u0131 da \u00e7ok zor.\u00a0 Bu sene de \u00e7ok zor, seneye de \u00e7ok zor.<\/p>\n<p>PPK art\u0131k daha s\u0131k ve k\u0131sa s\u00fcreli ek s\u0131k\u0131la\u015ft\u0131rma yapacakm\u0131\u015f.\u00a0 Yani, bir sabah istisnai g\u00fcnler rejimi, ertesi sabah normal g\u00fcnlere d\u00f6nece\u011fiz. Zaten manyakt\u0131k iyice para-psikopat olaca\u011f\u0131z. \u00a0Ama, art\u0131k istisnai ve normal g\u00fcnler aras\u0131nda bir ayr\u0131m kalmad\u0131. Efektif fonlama faizi %9\u2019un alt\u0131na pek inmiyor. Dolay\u0131s\u0131 ile bu anlams\u0131z istisnai-normal ayr\u0131m\u0131n\u0131 s\u00fcrd\u00fcrmek benim gibileri sinirlendirip, yat\u0131r\u0131mc\u0131y\u0131 da huyland\u0131rmaktan ba\u015fka bir \u015feye yaram\u0131yor.\u00a0 PPK politikas\u0131n\u0131n sadedine gelelim karde\u015fim:\u00a0 \u201cAKP\u2019den korktu\u011fumuz i\u00e7in ortodox y\u00f6ntemlerle i\u00e7 talebi bask\u0131layam\u0131yoruz. O y\u00fczden TL\u2019nin D\u00f6viz Sepeti\u2019ne kar\u015f\u0131 de\u011ferini cansiperane savunacak ve ithal fiyatlardan gelen arz y\u00f6nl\u00fc enflasyon bask\u0131lar\u0131 ile m\u00fccadele edece\u011fiz\u201d.<\/p>\n<p>Edersiniz, sonu\u00e7ta k\u0131sa vadede ha TL\u2019yi g\u00fc\u00e7l\u00fc tutmak i\u00e7in faizleri y\u00fcksek tutmu\u015fsunuz, ha i\u00e7 talebi bask\u0131lamak i\u00e7in. E\u011eER, AB Grexit\u2019i Haziran sonunda sulh yoluyla halleder, krizin \u0130spanya\u2019y\u0131 da i\u00e7ine \u00e7ekmesine engel olursa, bu politika \u00e7al\u0131\u015f\u0131r. Kur makas\u0131 a\u00e7\u0131k kal\u0131r, ecnebi s\u0131rt\u0131m\u0131zdan tonla para kazan\u0131r, ama enflasyonist bask\u0131lar da k\u0131smen durulur.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <strong><a href=\"http:\/\/ekonomihaberyorum.haberdesin.com\/memur-zammi-kur-ve-enflasyon\/\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ.<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>De\u011ferli ve kan\u0131ma susam\u0131\u015f okurlar\u0131mla aramdaki g\u00f6n\u00fcl ba\u011f\u0131n\u0131n bu g\u00fcnlerde biraz gev\u015fedi\u011fini hisseder gibiyim.\u00a0 E\u011fer b\u00f6yle devam ederse, yine politika yazmaya ba\u015flayaca\u011f\u0131m. Mesela bloguma koydu\u011fum&hellip;<\/p>\n","protected":false},"author":11,"featured_media":927,"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-16068","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\/16068","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=16068"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/16068\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/927"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=16068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=16068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=16068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}