{"id":17824,"date":"2012-07-20T13:03:37","date_gmt":"2012-07-20T11:03:37","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=17824"},"modified":"2012-07-20T13:03:48","modified_gmt":"2012-07-20T11:03:48","slug":"pilottan-kemerleri-cozmeye-izin-yok","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/pilottan-kemerleri-cozmeye-izin-yok\/","title":{"rendered":"Pilottan Kemerleri \u00c7\u00f6zmeye \u0130zin Yok"},"content":{"rendered":"<p>Bu ay ba\u015f\u0131nda b\u00fcy\u00fcme oran\u0131 a\u00e7\u0131kland\u0131. Yurti\u00e7i talep art\u0131\u015f\u0131 durmu\u015ftu. Yani enflasyon yaratacak bir durum yoktu.<br \/>\n\u25a0 Hemen ard\u0131ndan haziran ay\u0131 enflasyon rakamlar\u0131 \u00e7\u0131kt\u0131. Y\u00fczde eksi 0.90 ile beklenenden de iyiydi. Y\u0131l\u0131n ilk yar\u0131s\u0131ndaki t\u00fcketici enflasyonu y\u00fczde 1.95 gibi \u00e7ok d\u00fc\u015f\u00fck bir d\u00fczeyde kalm\u0131\u015ft\u0131.<br \/>\n\u25a0 Burada etkili olan fakt\u00f6r tar\u0131m \u00fcretimindeki bolluktan dolay\u0131 g\u0131da fiyatlar\u0131ndaki gerilemeydi.<br \/>\n\u25a0 D\u00fcnyada petrol ve emtia fiyatlar\u0131 geriliyordu.<br \/>\n\u25a0 \u00dcstelik y\u0131l\u0131n ikinci yar\u0131s\u0131nda y\u00fcksek bazl\u0131 veriler devreden \u00e7\u0131kacak, enflasyonun d\u00fc\u015f\u00fc\u015f\u00fc matematiksel olarak kolayla\u015facakt\u0131.<br \/>\nT\u00fcm bu geli\u015fmelerin ard\u0131ndan Merkez Bankas\u0131 da y\u0131l sonu enflasyon tahmini olan y\u00fczde 6.5&#8217;i a\u015fa\u011f\u0131 y\u00f6nde revize edebilece\u011fini a\u00e7\u0131klad\u0131.<br \/>\nDo\u011fal olarak s\u0131ra faizlerin d\u00fc\u015f\u00fc\u015f\u00fcne geldi.<br \/>\nBunun yan\u0131nda d\u00fcnyada da faizler merkez bankalar\u0131nca d\u00fc\u015f\u00fcr\u00fcl\u00fcyor veya d\u00fc\u015f\u00fcyordu. Hatta negatif faizler giderek yayg\u0131nl\u0131k kazan\u0131yor.<br \/>\n<strong><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3944476255\"><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>\u0130LK MESAJ:\u00a0<\/strong>\u0130\u015fte bu geli\u015fmelerin ard\u0131ndan g\u00f6zler Merkez Bankas\u0131 na \u00e7evrildi. Merkez Bankas\u0131 Ba\u015fkan\u0131 Erdem Ba\u015f\u00e7\u0131, Elaz\u0131\u011f&#8217;da ilk mesaj\u0131n\u0131 verdi: &#8220;U\u00e7ak yere indi, yumu\u015fak ini\u015fi tamamlad\u0131k. Ama kemerleri hemen \u00e7\u00f6zmeyelim.&#8221; Mesaj a\u00e7\u0131k, i\u015fler iyi gidiyor ama acele etmeyelim, ihtiyatl\u0131 olal\u0131m, \u015feklindeydi.<br \/>\n<strong><\/strong><\/p>\n<p><strong>B\u00dcT\u00c7E SIKINTISI:<\/strong>\u00a0Bu beklentilerle Para Politikas\u0131 Kurulu yakla\u015f\u0131rken haziran ay\u0131 b\u00fct\u00e7e rakamlar\u0131 yay\u0131mland\u0131. B\u00fct\u00e7ede dengeler tam bir bozulmaya i\u015faret ediyordu. Bir ayda 6 milyar liray\u0131 ge\u00e7en a\u00e7\u0131kla y\u0131l\u0131n ilk yar\u0131 b\u00fct\u00e7e performans\u0131 se\u00e7im d\u00f6nemi olan bir \u00f6nceki y\u0131la g\u00f6re ciddi bir bozulma g\u00f6sterdi. Yerel y\u00f6netimlere ve tar\u0131m kesimine \u00f6demeler yap\u0131lm\u0131\u015ft\u0131. Maliye politikas\u0131 b\u00f6ylesine gev\u015fetilirken buna para politikas\u0131n\u0131n e\u015flik etmesi zordu. Uzun bir aradan sonra b\u00fct\u00e7ede ilk kez ya\u015fanan bu bozulman\u0131n devam edip etmeyece\u011fi \u00e7ok belirleyici olacak.<br \/>\nA\u00e7\u0131klamada buna i\u015faret edilmedi, faizi d\u00fc\u015f\u00fcrmeme gerek\u00e7esi olarak &#8220;K\u00fcresel ekonomik belirsizliklere&#8221; dikkat \u00e7ekildi.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <strong><a href=\"http:\/\/www.bloomberght.com\/ht-yazarlar\/abdurrahman-yildirim\/1184726-pilottan-kemerleri-cozmeye-izin-yok\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ.<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bu ay ba\u015f\u0131nda b\u00fcy\u00fcme oran\u0131 a\u00e7\u0131kland\u0131. Yurti\u00e7i talep art\u0131\u015f\u0131 durmu\u015ftu. Yani enflasyon yaratacak bir durum yoktu. \u25a0 Hemen ard\u0131ndan haziran ay\u0131 enflasyon rakamlar\u0131 \u00e7\u0131kt\u0131. Y\u00fczde&hellip;<\/p>\n","protected":false},"author":994,"featured_media":12631,"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-17824","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\/17824","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\/994"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=17824"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/17824\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/12631"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=17824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=17824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=17824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}