{"id":35478,"date":"2014-08-29T23:31:56","date_gmt":"2014-08-29T20:31:56","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35478"},"modified":"2014-08-29T23:31:56","modified_gmt":"2014-08-29T20:31:56","slug":"atilla-yesilada-abd-qeden-cikisin-esiginde","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/atilla-yesilada-abd-qeden-cikisin-esiginde\/","title":{"rendered":"Atilla Ye\u015filada &#8211; ABD: QE\u2019den \u00e7\u0131k\u0131\u015f\u0131n e\u015fi\u011finde"},"content":{"rendered":"<p><strong><em>\u015eu yeni Kabineyi bir g\u00f6relim, Prof Davuto\u011flu\u2019nu bekleyen \u00e7ok zor d\u00f6neme\u00e7le ilgili yazmaya ba\u015flayaca\u011f\u0131m. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4206498226\"><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>Size hemen bir \u201c\u00f6ng\u00f6sterim\u201d yapay\u0131m. ABD\u2019den Temmuz ay\u0131 boyunca gelen veriler, Fed\u2019in Ekim\u2019de QE varl\u0131k al\u0131mlar\u0131n\u0131 sonland\u0131r\u0131lmas\u0131n\u0131 kolayla\u015ft\u0131racak. 2\u00c72014 GSYIH\u2019de rapor edilen Y\/Y %4.2\u2019lik tempo ikinci yar\u0131 y\u0131lda korunamaz, ama %3 m\u00fcmk\u00fcn. ABD, \u00e7\u0131kt\u0131 a\u00e7\u0131\u011f\u0131n\u0131 kapatmaya yakla\u015ft\u0131k\u00e7a, dolar, 10 y\u0131ll\u0131k D\u0130BS faizleri ve enflasyon \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131lar \u00e7o\u011falacak.<\/p>\n<p>D\u00fcn a\u00e7\u0131klanan 2\u00c72014 milli gelir ikinci revizyonu s\u0131radan de\u011fildi. B\u00fcy\u00fcmenin kompozisyonu da de\u011fi\u015fti. Stok (envanter) art\u0131\u015f\u0131 yerine, \u00f6zel sekt\u00f6r sabit sermaye yat\u0131r\u0131mlar\u0131n\u0131n b\u00fcy\u00fcmeye \u00f6nc\u00fcl\u00fck etti\u011fini g\u00f6rd\u00fck. ABD ekonomisinde \u00e7\u00f6zmeye u\u011fra\u015ft\u0131\u011f\u0131m\u0131z bir dizi bilmeceden biri \u00f6zel sekt\u00f6r yat\u0131r\u0131mlar\u0131n\u0131n a\u015f\u0131r\u0131 yava\u015f seyretmesiydi. Belki de Tobin\u2019in Q katsay\u0131s\u0131 bize yard\u0131mc\u0131 olur. Bu basit kurama g\u00f6re, firmalar\u0131n sabit varl\u0131klar\u0131n\u0131n piyasa de\u011feri ile yerine koyma de\u011feri aras\u0131nda fark y\u00fckseldik\u00e7e, yat\u0131r\u0131m da artar. Bir ba\u015fka deyi\u015fle, S&amp;P500\u2019deki ralli yat\u0131r\u0131mlarda \u00f6nemli rol oynad\u0131. Firmalarda biriken 1 trilyon dolardan fazla at\u0131l nakit ve ABD\u2019de toplam talebin ilerleyen \u00e7eyreklerde de s\u00fcrekli y\u00fckselece\u011fini g\u00f6z \u00f6n\u00fcne alarak, belki de yat\u0131r\u0131mlarda kurakl\u0131k bitti diyebiliyorum.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.paraanaliz.com\/portal\/blogs\/5\/1664\/abd-qe-den-k-n-e-i-inde\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ<\/a>. (Paraanaliz.Com)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u015eu yeni Kabineyi bir g\u00f6relim, Prof Davuto\u011flu\u2019nu bekleyen \u00e7ok zor d\u00f6neme\u00e7le ilgili yazmaya ba\u015flayaca\u011f\u0131m. Size hemen bir \u201c\u00f6ng\u00f6sterim\u201d yapay\u0131m. ABD\u2019den Temmuz ay\u0131 boyunca gelen veriler,&hellip;<\/p>\n","protected":false},"author":11,"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":[854,851,808,801],"class_list":["post-35478","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-atilla-yesilada-kose-yazilari","tag-atilla-yesilada-yazilari","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35478","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=35478"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35478\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}