{"id":2437,"date":"2011-07-06T10:03:59","date_gmt":"2011-07-06T07:03:59","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=2437"},"modified":"2011-07-06T10:04:06","modified_gmt":"2011-07-06T07:04:06","slug":"piyasalar-siyasi-riski-fiyatliyor-mu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalar-siyasi-riski-fiyatliyor-mu\/","title":{"rendered":"Piyasalar Siyasi Riski Fiyatl\u0131yor mu?"},"content":{"rendered":"<p>D\u00fcn sabahki gazetelerde daha \u00f6nceleri hi\u00e7 konu\u015fulmayan bir ara se\u00e7im ihtimalinden s\u00f6z ediliyordu. \u2018Nereden \u00e7\u0131kt\u0131 bu?\u2019 demeye kalmad\u0131, daha \u00f6nceden hi\u00e7bir milletvekili i\u00e7in uygulanmam\u0131\u015f \u20185 kez mazeretsiz\u00a0<span><strong>genel<\/strong><\/span> kurula kat\u0131lmayan\u2019 milletvekilinin vekilli\u011fi Meclis Genel Kurulu\u2019nca 276 oyla d\u00fc\u015f\u00fcr\u00fclebilir maddesi \u00e7al\u0131\u015ft\u0131r\u0131labilirmi\u015f.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-725854295\"><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>Halbuki se\u00e7im sonu\u00e7lar\u0131 ne kadar da \u201cdengeli\u201d \u00e7\u0131km\u0131\u015ft\u0131! Piyasalar\u0131n ho\u015funa gidebilecek bir sonu\u00e7 gibi duruyordu. AKP tek ba\u015f\u0131na iktidar ama referandum ya da tek ba\u015f\u0131na anayasa yapacak \u00e7o\u011funlukta de\u011fil,\u00a0<span><strong>yeni<\/strong><\/span> anayasa uzla\u015fmayla yap\u0131labilecekti. Ba\u015fbakan\u2019\u0131n \u201cbalkon konu\u015fmas\u0131\u201d da bu beklentiyi g\u00fc\u00e7lendirmi\u015fti. \u00d6nce BDP ard\u0131ndan CHP derken Meclis yemin kriziyle a\u00e7\u0131ld\u0131. Taraflar\u0131n kar\u015f\u0131l\u0131kl\u0131 germeleriyle i\u015f, \u201ct\u00fck\u00fcrd\u00fcklerini yalayacaklar\u201d boyutuna geldi. Geri d\u00f6n\u00fclmez noktam\u0131y\u0131z? \u0130srail ile ya\u015fanan \u201cone minute\u201d krizinde bile bir orta yola do\u011fru gidilirken, kendi meclisimizin bu soruna bir \u00e7\u00f6z\u00fcm \u00fcretemeyece\u011fini d\u00fc\u015f\u00fcnmek bile istemiyorum.<\/p>\n<p>Piyasalar da benzer bir d\u00fc\u015f\u00fcnce i\u00e7inde. En az\u0131ndan hen\u00fcz daha bir \u201ckabus senaryosu\u201d fiyatlanm\u0131yor! Her ne kadar a\u015fa\u011f\u0131daki grafikte de g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere \u0130MKB son g\u00fcnlerde finansal piyasalar\u0131n \u201ck\u00e2besi\u201d konumundaki ABD piyasalar\u0131ndan negatif olarak ayr\u0131\u015fm\u0131\u015f durumda! 17 Haziran\u2019dan\u00a0<span><strong>bu<\/strong><\/span> yana S&amp;P 500 Endeksi y\u00fczde 6.3 y\u00fckselirken, \u0130MKB y\u00fczde 4.2\u2019de kalm\u0131\u015f, y\u00fckseli\u015f ivmesini de yitirmi\u015f durumda. Dar \u00e7er\u00e7eveden bak\u0131ld\u0131\u011f\u0131nda finansal piyasalar siyasi riski \u015fimdilik \u201cs\u0131n\u0131rl\u0131\u201d bir \u015fekilde fiyatlad\u0131\u011f\u0131 s\u00f6ylenebilir.<\/p>\n<p>1.<span><strong>41<\/strong><\/span>\u2019lerden 1.44\u2019lere y\u00fckselen euro\/dolar paritesine ra\u011fmen dolar\/TL kurlar\u0131n\u0131n 1.62\u2019nin \u00e7ok da fazla alt\u0131na inmiyor olmas\u0131 piyasalar\u0131n kafas\u0131n\u0131n bir par\u00e7a kar\u0131\u015ft\u0131\u011f\u0131n\u0131n bir ba\u015fka g\u00f6stergesi. D\u00fcn MB\u2019nin ekonomistlere verdi\u011fi \u2018faiz ve zorunlu kar\u015f\u0131l\u0131k artt\u0131r\u0131m\u0131 se\u00e7ene\u011fini kullanmay\u0131 olabildi\u011fince erteleyece\u011fi\u2019 mesaj\u0131 bile piyasalardaki endi\u015feleri azaltmad\u0131. Bu endi\u015fe piyasalar\u0131 bozar m\u0131? \u015eimdilik bu ihtimal d\u00fc\u015f\u00fck. Ba\u015fta yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131 bu konuda bilgilendiren yerel yat\u0131r\u0131m bankac\u0131lar\u0131 olmak \u00fczere hemen herkes yeni Meclis Ba\u015fkan\u0131 Cemil \u00c7i\u00e7ek\u2019in tecr\u00fcbesini konu\u015fturup bir \u201cmucize \u00e7\u00f6z\u00fcm\u201d \u00fcretmesini bekliyor!<\/p>\n<p>\u00c7ok uzun beklerler mi? Sanmam, piyasalar \u00e7ok da sab\u0131rl\u0131 de\u011fillerdir!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn sabahki gazetelerde daha \u00f6nceleri hi\u00e7 konu\u015fulmayan bir ara se\u00e7im ihtimalinden s\u00f6z ediliyordu. \u2018Nereden \u00e7\u0131kt\u0131 bu?\u2019 demeye kalmad\u0131, daha \u00f6nceden hi\u00e7bir milletvekili i\u00e7in uygulanmam\u0131\u015f \u20185&hellip;<\/p>\n","protected":false},"author":19,"featured_media":910,"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-2437","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\/2437","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\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=2437"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/2437\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/910"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=2437"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=2437"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=2437"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}