{"id":1918,"date":"2011-06-23T09:52:41","date_gmt":"2011-06-23T06:52:41","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=1918"},"modified":"2011-06-23T09:52:49","modified_gmt":"2011-06-23T06:52:49","slug":"yeni-hukumeti-beklerken","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/yeni-hukumeti-beklerken\/","title":{"rendered":"Yeni H\u00fck\u00fcmeti Beklerken"},"content":{"rendered":"<p>Para Politikas\u0131 Kurulu PPK se\u00e7im sonras\u0131\u00a0<a name=\"aspx1\" target=\"_blank\"><span><strong>ilk<\/strong><\/span><\/a> kez bug\u00fcn toplan\u0131yor. \u0130ktisat politikas\u0131n\u0131n y\u00f6nelimi hakk\u0131nda mutlaka yeni bilgi gelecektir. Do\u011fal olarak, mali piyasalar ve iktisat\u00e7\u0131lar PPK karar\u0131n\u0131 merak ve heyecanla bekliyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-737682318\"><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><a name=\"aspx1\" target=\"_blank\"><span><strong>Se\u00e7im<\/strong><\/span><\/a> \u00f6ncesinde uzun bir konjonkt\u00fcr analizi yapt\u0131k. D\u0131\u015f a\u00e7\u0131kta somutla\u015fan makro dengesizli\u011fin nedenlerini ara\u015ft\u0131rd\u0131k. Mevcut durumun ge\u00e7mi\u015ften farklar\u0131n\u0131 g\u00f6sterdik. D\u00fczeltmenin eksenlerini saptad\u0131k. Siyasi tercihlerin kritik rol\u00fcn\u00fc vurgulad\u0131k.<\/p>\n<p>Ancak analizi tam iktisat politikas\u0131 opsiyonlar\u0131na gelince kestik. \u00c7\u00fcnk\u00fc se\u00e7im sonu\u00e7lar\u0131n\u0131\u00a0<a name=\"aspx1\" target=\"_blank\"><span><strong>ve<\/strong><\/span><\/a>yeni h\u00fck\u00fcmetin yap\u0131s\u0131n\u0131 ve tavr\u0131n\u0131 bilmiyorduk. Se\u00e7im oldu. Ama yeni h\u00fck\u00fcmet daha kurulmad\u0131. Dolay\u0131s\u0131 ile h\u00e2l\u00e2 beklemedeyiz.<\/p>\n<p>Eski yaz\u0131lar\u0131m\u0131 g\u00f6zden ge\u00e7irirken dikkatimi \u00e7ekti. Se\u00e7im sonras\u0131n\u0131 FORTUNE dergisi Haziran say\u0131s\u0131nda yazm\u0131\u015f\u0131m. Fakat bu k\u00f6\u015feye ta\u015f\u0131may\u0131 unutmu\u015fum. Neyse ki g\u00fcncelli\u011fini kaybetmedi. Yaz\u0131n\u0131n o\u00a0<a name=\"aspx1\" target=\"_blank\"><span><strong>b\u00f6l\u00fcm\u00fc<\/strong><\/span><\/a> a\u015fa\u011f\u0131dad\u0131r.<\/p>\n<p><strong>\u201cHay\u0131r, ama&#8230;\u201d<\/strong><\/p>\n<p>\u201cSe\u00e7im sonu\u00e7lar\u0131 ekonomiyi etkiler mi? Vatanda\u015f i\u00e7in \u201chay\u0131r\u201d; \u00e7\u00fcnk\u00fc se\u00e7im sadece malumu ilan ediyor. Unutmay\u0131n ki AK Parti\u2019nin se\u00e7imi kazanaca\u011f\u0131 12 Eyl\u00fcl referandum gecesi kesinle\u015fti. Yani piyasa jargonu ile vatanda\u015f taraf\u0131ndan dokuz ay \u00f6ncesinden \u201c<a name=\"aspx1\" target=\"_blank\"><span><strong>sat\u0131n<\/strong><\/span><\/a> al\u0131nd\u0131\u201d. 2010 sonbahar\u0131ndan itibaren t\u00fcketim ve yat\u0131r\u0131mda ya\u015fanan canlanman\u0131n gerisinde vatanda\u015f\u0131n siyasi ufkunun bu \u015fekilde uzamas\u0131 yat\u0131yor.<\/p>\n<p>\u0130ktisat politikas\u0131 etkilenir mi? Bu kez \u201chay\u0131r, ama&#8230;\u201d diyece\u011fim. Hay\u0131r; \u00e7\u00fcnk\u00fc bu se\u00e7imde ger\u00e7ek anlamda bir ilk zaten ya\u015fand\u0131. Alt\u0131 ay sonra se\u00e7im olmas\u0131na ra\u011fmen ekonomi y\u00f6netimi 2011 ba\u015f\u0131ndan itibaren para ve maliye politikas\u0131nda s\u0131k\u0131la\u015ft\u0131rmaya gitti.<\/p>\n<p>Ayr\u0131ca \u00f6zel kesim harcamalar\u0131ndaki h\u0131zl\u0131 art\u0131\u015f denetim alt\u0131na al\u0131n\u0131ncaya kadar ayn\u0131 y\u00f6nde ek tedbirlerin gelece\u011fi se\u00e7im kampanyas\u0131 s\u0131ras\u0131nda bile net \u015fekilde ifade edildi. Dolay\u0131s\u0131 ile se\u00e7im sonras\u0131nda mevcut politikalarda k\u00f6kl\u00fc bir de\u011fi\u015fim gerekmiyor.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3245697129\"><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; \u00e7\u00fcnk\u00fc her \u015feye ra\u011fmen ufuktaki se\u00e7im, iktisat politikas\u0131 opsiyonlar\u0131na bir tak\u0131m k\u0131s\u0131tlar getirdi. A\u00e7\u0131klayal\u0131m: Ekonomi y\u00f6netimi d\u0131\u015f a\u00e7\u0131k k\u00f6kenli dengesizli\u011fin intizaml\u0131 bir s\u00fcre\u00e7te d\u00fczeltilmesini hedefliyor. \u201cYumu\u015fak ini\u015f\u201d ifadesi politika metinlerine de girdi.<\/p>\n<p>Ancak, alt\u0131 ayl\u0131k uygulamaya bak\u0131nca, \u201cyumu\u015fak\u201d s\u00f6zc\u00fc\u011f\u00fcn\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Siyasi otoritenin \u00f6zellikle d\u00f6viz kurunda se\u00e7im \u00f6ncesinde bir hareket arzulamad\u0131\u011f\u0131n\u0131 kolayca tahmin ediyoruz. Se\u00e7im sonras\u0131nda bu tahdit ortadan kalk\u0131yor. Dolay\u0131s\u0131 ile TL\u2019de de\u011fer kayb\u0131na daha s\u0131cak bakan bir yakla\u015f\u0131m beni \u015fa\u015f\u0131rtmayacakt\u0131r.\u201d<\/p>\n<p><strong>BDDK\u2019n\u0131n hamlesi<\/strong><\/p>\n<p>Tam PPK toplant\u0131s\u0131 \u00f6ncesinde konu\u015fmak \u201cerken \u00f6ten horoz\u201d riski ta\u015f\u0131r. Merkez bankac\u0131l\u0131\u011f\u0131n\u0131n tarihi gelenekleri aras\u0131nda piyasalar\u0131 \u015fa\u015f\u0131rtan kararlardan adeta zevk almak vard\u0131r. \u0130\u015fin do\u011fas\u0131 \u00f6yledir. S\u00fcrpriz daima g\u00fcndemdedir.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3458823867\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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 hafta ba\u015f\u0131nda \u00f6nemli bir geli\u015fme ya\u015fand\u0131. BDDK nihayet devreye girdi. Yetkisini kulland\u0131. Bankalar\u0131 s\u0131k\u0131\u015ft\u0131ran bir dizi karar ald\u0131. Ayr\u0131nt\u0131lar\u0131 medyada okudunuz. Kredi faizlerine derhal yans\u0131d\u0131.<\/p>\n<p>Kredi art\u0131\u015f\u0131n\u0131 s\u0131n\u0131rlama aray\u0131\u015f\u0131na BDDK\u2019n\u0131n aktif kat\u0131l\u0131m\u0131 yukar\u0131daki beklentimi destekliyor. \u201cDereyi g\u00f6rmeden pa\u00e7alar\u0131 s\u0131vama\u201d diyeceksiniz. Hakl\u0131s\u0131n\u0131z. Ama o y\u00f6nde g\u00fc\u00e7l\u00fc bir i\u015farettir. \u00d6n\u00fcm\u00fczdeki g\u00fcnlerde bu konular\u0131 \u00e7ok tart\u0131\u015faca\u011f\u0131z.<\/p>\n<p><strong>Asaf \u00a0Sava\u015f AKAT<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Para Politikas\u0131 Kurulu PPK se\u00e7im sonras\u0131\u00a0ilk kez bug\u00fcn toplan\u0131yor. \u0130ktisat politikas\u0131n\u0131n y\u00f6nelimi hakk\u0131nda mutlaka yeni bilgi gelecektir. Do\u011fal olarak, mali piyasalar ve iktisat\u00e7\u0131lar PPK karar\u0131n\u0131&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-1918","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\/1918","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=1918"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/1918\/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=1918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=1918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=1918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}