{"id":32014,"date":"2014-03-20T09:12:32","date_gmt":"2014-03-20T07:12:32","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=32014"},"modified":"2014-03-20T15:11:22","modified_gmt":"2014-03-20T13:11:22","slug":"fed-tahvil-alimlarini-sonbaharda-sonlandirabilir-faiz-artisini-konusabilir","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/fed-tahvil-alimlarini-sonbaharda-sonlandirabilir-faiz-artisini-konusabilir\/","title":{"rendered":"\u0130smet Demirkol &#8211; Fed Tahvil Al\u0131mlar\u0131n\u0131 Sonbaharda Sonland\u0131rabilir, Faiz Art\u0131\u015f\u0131n\u0131 Konu\u015fabilir"},"content":{"rendered":"<p><strong><em>Piyasalar, d\u00fcn ak\u015fam FED Ba\u015fkan\u0131 Yellen\u2019\u0131n tahvil al\u0131mlar\u0131 ile ilgili konu\u015fmas\u0131na kilitlenmi\u015fti. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-448826402\"><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>Beklentiler, i\u015fsizlik verisinde e\u015fik de\u011fi\u015fikli\u011fi ve piyasa yap\u0131c\u0131 konu\u015fmas\u0131yd\u0131. Ancak FED bunu yapmad\u0131. Sonbaharda tahvil al\u0131mlar\u0131n\u0131 sonland\u0131rabilirim dedi. Sonbahar sonras\u0131 da faiz art\u0131r\u0131m\u0131 i\u00e7in s\u00fcre verdi . Sonbahardan sonra 6 ay i\u00e7in de ilk faiz art\u0131\u015f\u0131 gelebilir. Bu ne anlama geliyor ? Sermaye giri\u015fleri ABD ekonomisine geri d\u00f6nd\u00fck\u00e7e, Dolar rezerv para g\u00fcc\u00fcn\u00fc art\u0131rmay\u0131 s\u00fcrd\u00fcrecek, geli\u015fen piyasalarda ise, sermaye giri\u015flerinin azalmas\u0131 cari a\u00e7\u0131k ve enflasyonu y\u00fcksek olan \u00fclkelerde k\u0131r\u0131lganl\u0131k yaratmaya devam edecek.<\/p>\n<p>T\u00fcrkiye ise, 2013\u2019\u00fc \u20137,9% cari a\u00e7\u0131k ve %7,4\u2019l\u00fck enflasyon ile kapatt\u0131. 2014 de her ne kadar ocak ay\u0131 \u00f6demeler dengesi ihracat lehine biraz k\u0131p\u0131rdanma g\u00f6sterse bile, cari a\u00e7\u0131k a\u011f\u0131rl\u0131kl\u0131 olarak 5,8 milyar $ Merkez Bankas\u0131 ve 2,2 milyar Net Hata Noksan ile kapatt\u0131. 1 senelik finans ihtiyac\u0131 227 milyar $ olarak d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde, ayl\u0131k ortalama 18-20 milyar $ sermaye giri\u015fine ihtiyac\u0131m\u0131z var. Burada \u00f6nemli olan, sermayenin a\u015f\u0131r\u0131 de\u011ferlendi\u011fi bir ortamda T\u00fcrkiyeye sermaye giri\u015finin artmas\u0131 . Bu arada\u00a0 dip not olarak Moody\u2019s 10 T\u00fcrk Bankas\u0131n\u0131 negatif izlemeye ald\u0131. Bu da \u00e7ok dikkat edilmesi gerekli bir husus.<\/p>\n<p>Dr. \u0130smet DEM\u0130RKOL<\/p>\n<p>Ekonomist<\/p>\n<p><b><a href=\"https:\/\/twitter.com\/drismetdemirkol\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">https:\/\/twitter.com\/drismetdemirkol<\/a><\/b><\/p>\n<p><b><a href=\"http:\/\/bigyatirim.blogspot.com\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">http:\/\/bigyatirim.blogspot.com\/<\/a><\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Piyasalar, d\u00fcn ak\u015fam FED Ba\u015fkan\u0131 Yellen\u2019\u0131n tahvil al\u0131mlar\u0131 ile ilgili konu\u015fmas\u0131na kilitlenmi\u015fti. Beklentiler, i\u015fsizlik verisinde e\u015fik de\u011fi\u015fikli\u011fi ve piyasa yap\u0131c\u0131 konu\u015fmas\u0131yd\u0131. Ancak FED bunu yapmad\u0131.&hellip;<\/p>\n","protected":false},"author":7,"featured_media":0,"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":[808,801,917],"class_list":["post-32014","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi","tag-ismet-demirkol-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/32014","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\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=32014"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/32014\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=32014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=32014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=32014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}