{"id":27719,"date":"2013-09-12T08:56:07","date_gmt":"2013-09-12T06:56:07","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=27719"},"modified":"2013-09-12T08:56:27","modified_gmt":"2013-09-12T06:56:27","slug":"beklenenden-hizli-buyume","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/beklenenden-hizli-buyume\/","title":{"rendered":"Beklenenden H\u0131zl\u0131 B\u00fcy\u00fcme"},"content":{"rendered":"
Haziran ay\u0131 ve sonras\u0131nda ekonomiye d\u00f6n\u00fck beklenti ve alg\u0131lar g\u00f6r\u00fcl\u00fcr \u00f6l\u00e7\u00fcde bozuldu.\u00a0 ABD Merkez Bankas\u0131 (FED) May\u0131s ortas\u0131ndan itibaren\u00a0 \u00f6n\u00fcm\u00fczdeki d\u00f6nemde uluslar aras\u0131 likiditeyi daraltaca\u011f\u0131 y\u00f6n\u00fcnde i\u015faretler vermeye ba\u015flad\u0131.\u00a0 K\u00fcresel para rejiminin de\u011fi\u015fece\u011fi anlam\u0131na gelen bu giri\u015fim ile ba\u015flayan bu s\u00fcre\u00e7te\u00a0 riski y\u00fcksek oldu\u011fu d\u00fc\u015f\u00fcn\u00fclen \u00fclkelerden fon \u00e7\u0131k\u0131\u015flar\u0131 olmaya ba\u015flad\u0131. Biz riski g\u00f6rece y\u00fcksek olan\u00a0 \u00fclkeler aras\u0131nda \u00f6n s\u0131ralarda yer al\u0131yoruz.\u00a0 Ayn\u0131 d\u00f6nemde geli\u015fen baz\u0131 olaylar riskimizi daha da artt\u0131rd\u0131.\u00a0 Gezi olaylar\u0131 ile ba\u015flayan s\u00fcrece bir de Suriye gerilimi eklenince i\u00e7eride ve d\u0131\u015far\u0131da bize d\u00f6n\u00fck risk alg\u0131s\u0131 iyice y\u00fckseldi.Riskli \u00fclkeler s\u0131ralamas\u0131nda en \u00f6ne ge\u00e7tik.<\/p>