{"id":33673,"date":"2014-05-22T21:49:53","date_gmt":"2014-05-22T18:49:53","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33673"},"modified":"2014-05-23T08:43:45","modified_gmt":"2014-05-23T05:43:45","slug":"baglayin-kemerleri","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/baglayin-kemerleri\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Ba\u011flay\u0131n kemerleri"},"content":{"rendered":"<p><em><strong>Merkez Bankas\u0131 politika faizini 50 baz puan indirdi; yer yerinden oynad\u0131. Dolar 2,08 seviyesine geriledi; Borsa \u0130stanbul 30 Ekim 2013 tarihinden bu yana en y\u00fcksek art\u0131\u015f\u0131n\u0131 yapt\u0131.<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1368319497\"><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>Y\u00fczler g\u00fcl\u00fcyor; ortada bahar havas\u0131, bir sonraki toplant\u0131da 50 baz puan daha indirim yap\u0131l\u0131p yap\u0131lmayaca\u011f\u0131 tart\u0131\u015f\u0131l\u0131yor. \u0130yi de faiz 10\u2019dan 9,5\u2019a indiyse, bir sonraki ay yar\u0131m puan daha indirilip indirilmeyece\u011fi tart\u0131\u015f\u0131l\u0131yorsa, ama piyasada bask\u0131yla faiz zaten y\u00fczde 9 olarak uygulan\u0131yorsa durup d\u00fc\u015f\u00fcnmek gerekmiyor mu?<\/p>\n<p>Tam bir beklenti y\u00f6netimiyle kar\u015f\u0131 kar\u015f\u0131yay\u0131z. Tepe noktay\u0131 g\u00f6rd\u00fck. E\u011fer \u00fclkede menkul de\u011ferler i\u015fiyle u\u011fra\u015fanlar bu seviyelerde borsaya al\u0131m de\u011fil, sat\u0131m eyleminin sa\u011fl\u0131kl\u0131 oldu\u011funu vurguluyor, 2,05 seviyesi g\u00f6r\u00fcld\u00fckten sonra da dolara ge\u00e7i\u015fi tavsiye ediyorsa oyun bitti demektir.<\/p>\n<p>T\u00fcrkiye, ekonomi kanallar\u0131 \u00fczerinden, 5 bin ki\u015fiyi ilgilendiren bir ger\u00e7ek \u00fczerinden zil tak\u0131l\u0131p oynat\u0131l\u0131rken, yabanc\u0131lar \u00e7\u0131k\u0131\u015f i\u00e7in pozisyonlar\u0131n\u0131 almaya ba\u015flad\u0131 anlam\u0131na gelir.<\/p>\n<p>Son d\u00f6nemde geli\u015fmekte olan \u00fclkelerin riskli halinden bahsetmekten ka\u00e7\u0131n\u0131l\u0131yorsa, Prof. Dr. Taner Berksoy\u2019un dahi ifadesiyle \u201cNe oldu da riskler bu kadar d\u00fc\u015ft\u00fc; cevab\u0131 yok\u201d ise, durum, yand\u0131 g\u00fcl\u00fcm keten helva demektir.<\/p>\n<p>B\u00fct\u00fcn hesaplar d\u00fc\u015fecek enflasyona g\u00f6re dizayn ediliyor; ekonomi kanallar\u0131 da alttan alta bunu pompal\u0131yorsa, ama hem Merkez Bankas\u0131\u2019n\u0131n a\u00e7\u0131klamalar\u0131nda, hem de bu\u011fday ba\u015fta olmak \u00fczere rekolteler fiyat art\u0131\u015f\u0131n\u0131, yani y\u00fckselecek enflasyonu i\u015faret ediyorsa, bu beklenti y\u00f6netimi de\u011fil de nedir?<\/p>\n<p>T\u00fcm bunlar konu\u015fulurken \u00fcnl\u00fc spek\u00fclat\u00f6r Jim Rogers ucuz para d\u00f6neminin T\u00fcrkiye\u2019nin de i\u00e7inde bulundu\u011fu \u00fclkeler taraf\u0131ndan iyi kullan\u0131lamad\u0131\u011f\u0131n\u0131 vurgulay\u0131p, 2015-2016 i\u00e7in kriz uyar\u0131s\u0131 yap\u0131yorsa, pozisyonunu 2014 y\u0131l\u0131nda di\u011fer spek\u00fclat\u00f6rler gibi kapatacak demektir. Yani uyar\u0131y\u0131 bu sene i\u00e7in alg\u0131lay\u0131n.<\/p>\n<p>Yine Rogers FED\u2019in bizim i\u00e7in her \u015feyi alt \u00fcst edecek faiz art\u0131r\u0131m\u0131 karar\u0131n\u0131n 2016 y\u0131l\u0131na sarkaca\u011f\u0131na dikkat \u00e7ekiyorsa, bunun da 2015\u2019te olaca\u011f\u0131n\u0131 anlay\u0131n. 5 bin ki\u015fi zarar etmeyecek diye milyonlarca insan\u0131n kemiklerini k\u0131rmaktan \u00e7ekinmeyen bu zihniyetin faturay\u0131 millete \u00e7\u0131karaca\u011f\u0131n\u0131 bilerek okuyun bu haberleri\u2026<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-161415796\"><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>Oysa ger\u00e7ek ne biliyor musunuz? TOBB Genel Kurulu yap\u0131ld\u0131. Ba\u015fbakan \u015fahs\u0131na ait reklamlardan, kendi iktidar\u0131n\u0131n azametinden, ana muhalefet partisi ba\u015fkan\u0131 protokol siteminden bahsetti.<\/p>\n<p>As\u0131l sinyal ise T\u00fcrkiye\u2019de iktidar\u0131n ekonomi anlam\u0131nda bir numaral\u0131 ismi, Ba\u015fbakan Yard\u0131mc\u0131s\u0131 Ali Babacan konu\u015furken geldi. TOBB Genel Kurul salonunun doluluk oran\u0131 y\u00fczde 10\u2019lar seviyesine d\u00fc\u015ft\u00fc.<\/p>\n<p>Yani Babacan neredeyse bombo\u015f salonu konu\u015ftu. \u0130\u015fte T\u00fcrkiye\u2019nin ger\u00e7e\u011fi bu foto\u011frafta gizli. Tehdit edildikleri i\u00e7in a\u00e7\u0131k a\u00e7\u0131k konu\u015famayanlar, Babacan\u2019\u0131n b\u00f6yle bir ortamda s\u00f6yleyeceklerinin ger\u00e7e\u011fi yans\u0131tmayaca\u011f\u0131n\u0131 bildi\u011finden, sahada canlar\u0131 yand\u0131\u011f\u0131ndan isteyerek ya da istemeyerek tav\u0131rlar\u0131n\u0131 ortaya koydular.<\/p>\n<p>\u0130\u015fte size ekonominin ger\u00e7ek y\u00fcz\u00fc. Ama halen u\u00e7mak istiyorsan\u0131z, ba\u011flay\u0131n kemerleri. \u00c7\u00fcnk\u00fc bunun d\u00fc\u015f\u00fc\u015f\u00fc hi\u00e7 de yumu\u015fak olmayacak.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4277370799\"><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><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Merkez Bankas\u0131 politika faizini 50 baz puan indirdi; yer yerinden oynad\u0131. Dolar 2,08 seviyesine geriledi; Borsa \u0130stanbul 30 Ekim 2013 tarihinden bu yana en y\u00fcksek&hellip;<\/p>\n","protected":false},"author":5,"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":[904,808,801],"class_list":["post-33673","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-cetin-unsalan-yazilari","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33673","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=33673"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33673\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}