{"id":19531,"date":"2012-09-12T07:28:39","date_gmt":"2012-09-12T05:28:39","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=19531"},"modified":"2012-09-12T07:38:16","modified_gmt":"2012-09-12T05:38:16","slug":"19531","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/19531\/","title":{"rendered":"Avrupa Avrupa! Amerika Amerika!"},"content":{"rendered":"<p>Bu sabah itibariyle man\u015fetleri s\u00fcsleyen haberlere bakt\u0131\u011f\u0131m\u0131zda, Avrupa \u00e7at\u0131rd\u0131yor. Amerika&#8217;dan gelecek sorunlar ise bundan birka\u00e7 ay sonraki g\u00fcndemlerin ba\u015fl\u0131\u011f\u0131 olacak. a\u015fa\u011f\u0131daki ana ba\u015fl\u0131klar halinde verdi\u011fim haberleri sizler zaten \u015fu ana kadar okudunuz. K\u0131saca biz de hat\u0131rlatal\u0131m.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-882538808\"><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>* Portekiz Troyka&#8217;dan ek s\u00fcre istedi ve 1 y\u0131l daha s\u00fcre verildi.<\/p>\n<p>* \u0130spanya&#8217;n\u0131n en b\u00fcy\u00fck \u00f6zerk b\u00f6lgesi, Katalonya art\u0131k ba\u011f\u0131ms\u0131zl\u0131k istiyor ve 1,5 milyon ki\u015fi y\u00fcr\u00fcd\u00fc. Moodys,<\/p>\n<p>* Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Moody&#8217;s, ABD&#8217;de 2013 y\u0131l\u0131 b\u00fct\u00e7esi i\u00e7in Kongre&#8217;de ya\u015fanacak m\u00fczakere s\u00fcrecinin b\u00fcy\u00fck olas\u0131l\u0131kla ABD&#8217;nin AAA olan kredi notunun ve negatif g\u00f6r\u00fcn\u00fcm\u00fcn y\u00f6n\u00fc konusunda belirleyici olaca\u011f\u0131n\u0131 bildirdi.Moody&#8217;s yay\u0131nlad\u0131\u011f\u0131 raporda 2013 b\u00fct\u00e7e m\u00fczakerehlerinin istikrar\u0131 sa\u011flayacak ve federal bor\u00e7\/GSYH oran\u0131n\u0131 orta vadede a\u015fa\u011f\u0131 \u00e7ekecek bir trende yol a\u00e7mas\u0131 halinde b\u00fcy\u00fck olas\u0131l\u0131kla kredi notunun AAA olarak teyit edilece\u011fini ve g\u00f6r\u00fcn\u00fcm\u00fcn &#8216;dura\u011fan&#8217;a revize edilece\u011fini belirtti.\u00a0\u00a0 Moody&#8217;s, m\u00fczakereleri istikrar yaratacak politikalar \u00fcretmemesi halinde ise kredi notunun Aa1&#8217;e indirilmesinin beklendi\u011fini vurgulad\u0131.\u00a0Moody&#8217;s, ABD&#8217;nin kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc &#8216;dura\u011fan&#8217;a revize etmeyi d\u00fc\u015f\u00fcnmeye ba\u015flamadan \u00f6nce ekonominin<strong> &#8216;mali u\u00e7urum&#8217; gibi bir \u015foktan toparlanabilece\u011fine dair kan\u0131t g\u00f6rmeye ihtiya\u00e7lar\u0131 oldu\u011funu ifade etti<\/strong>.<\/p>\n<p>T\u00fcm bu geli\u015fmeler ve bunlara eklenebilecek daha nice geli\u015fmeler gelece\u011fin ger\u00e7ekten de tahmin edilemez ve \u00e7ok karanl\u0131k oldu\u011funu g\u00f6steriyor. K\u00fcresel Ekonomiler kanser olmu\u015f durumdalar ve bir daha eski hallerine d\u00f6nebilmeleri i\u00e7in b\u00fct\u00fcn h\u00fccrelerinin yenilenmesi gerekiyor. Fakat bu yenilenme s\u00fcreci \u00e7ok a\u011f\u0131r aksak ve sanc\u0131l\u0131 olacak. Bu yaz\u0131 \u00fc\u00e7 g\u00fcnl\u00fck be\u015f g\u00fcnl\u00fck bir yaz\u0131 de\u011fildir. Bundan sonraki be\u015f on y\u0131l\u0131n resmini g\u00f6stermeye \u00e7al\u0131\u015f\u0131yorum. \u015eu anki sistem art\u0131k \u00e7al\u0131\u015fm\u0131yor. Garip bir \u015fekilde, ekonomi y\u00f6netimleri, b\u00fct\u00fcn tarihi ger\u00e7eklere ve derslere ra\u011fmen s\u0131rf koltuk korkular\u0131 nedeniyle inan\u0131lmaz yanl\u0131\u015f kararlar al\u0131yorlar. Bu yanl\u0131\u015flar\u0131n ba\u015f\u0131nda da, var olan sistemi ve durumu s\u00fcrd\u00fcrmeye \u00e7al\u0131\u015fmak geliyor.<\/p>\n<p>Piyasalar ise genel olarak co\u015fku i\u00e7indeler&#8230; \u00c7\u00fcnk\u00fc yeni para bas\u0131lacak&#8230; \u00c7ok de\u011fersiz ve kimsenin almak istemedi\u011fi tahvilleri nas\u0131l olsa birileri alacak (AMB veya ESM). Bu politikan\u0131n alt\u0131nda yatan temel i\u00e7g\u00fcd\u00fc, e\u011fer var olan durum devam ettirilebilirse k\u00fcresel olarak d\u00fcnyaya yeniden b\u00fcy\u00fcme gelir ve bor\u00e7lar \u00f6denmeye ba\u015flar. Halbuki cin \u015fi\u015feden \u00e7\u0131km\u0131\u015ft\u0131r ve ekonomi tarihinde bu cini hen\u00fcz \u015fi\u015feye sokabilen olmam\u0131\u015ft\u0131r.<\/p>\n<p>Nereye gelmek istiyorum? Asl\u0131nda var olan durumu aktar\u0131yorum. Piyasalar miyoptur. Dolay\u0131s\u0131yla \u00fc\u00e7 g\u00fcn sonraki be\u015f g\u00fcn sonraki geli\u015fmelere odaklan\u0131yor. Bu yaz\u0131y\u0131 okuyunca &#8220;borsada sat\u0131\u015f zaman\u0131 m\u0131 geldi&#8221; diye d\u00fc\u015f\u00fcnmenize gerek yok. \u00a0Hen\u00fcz sinyal yok. Olursa veya oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrsem yazar\u0131m. Bug\u00fcn 11:00&#8217;de Alman Anayasa mahkemesi karar\u0131n\u0131 a\u00e7\u0131klayacak sonra da FED&#8217;i konu\u015faca\u011f\u0131z ve Bernanke&#8217;nin a\u011fz\u0131n\u0131n i\u00e7ine bakaca\u011f\u0131z. Sonra da FA\u0130Z LOB\u0130S\u0130N\u0130N verece\u011fi karara bakaca\u011f\u0131z. Sabah gazetesi say\u0131n Ali Babacan ve Erdem Ba\u015f\u00e7\u0131&#8217;y\u0131 faiz lobisinin eleba\u015f\u0131lar\u0131 olarak ilan etmi\u015f. Asl\u0131nda Ali Babacan ile Erdem Ba\u015f\u00e7\u0131&#8217;y\u0131 asmak gerekir ama malesef idam cezas\u0131 kald\u0131r\u0131ld\u0131.<\/p>\n<p>D\u00fcn gece yine \u015eemdinli&#8217;de kaybetti\u011fi yavrular\u0131n\u0131n ac\u0131s\u0131yla y\u00fcre\u011fi kavrulan analar\u0131n \u00e7\u0131\u011fl\u0131klar\u0131n\u0131n piyasalar \u00fczerinde bir etkisi olmas\u0131n\u0131 beklemiyorum.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-362315615\"><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>(Saat 11:30 da bir yorum daha ge\u00e7meye \u00e7al\u0131\u015faca\u011f\u0131m&#8230;)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bu sabah itibariyle man\u015fetleri s\u00fcsleyen haberlere bakt\u0131\u011f\u0131m\u0131zda, Avrupa \u00e7at\u0131rd\u0131yor. Amerika&#8217;dan gelecek sorunlar ise bundan birka\u00e7 ay sonraki g\u00fcndemlerin ba\u015fl\u0131\u011f\u0131 olacak. a\u015fa\u011f\u0131daki ana ba\u015fl\u0131klar halinde verdi\u011fim&hellip;<\/p>\n","protected":false},"author":102,"featured_media":9297,"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-19531","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\/19531","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\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=19531"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/19531\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9297"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=19531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=19531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=19531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}