{"id":35580,"date":"2014-09-03T23:53:01","date_gmt":"2014-09-03T20:53:01","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35580"},"modified":"2014-09-04T09:19:56","modified_gmt":"2014-09-04T06:19:56","slug":"atilla-yesilada-enflasyon-firtinasi-ve-faizlerin-yonu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/atilla-yesilada-enflasyon-firtinasi-ve-faizlerin-yonu\/","title":{"rendered":"Atilla Ye\u015filada &#8211; Enflasyon f\u0131rt\u0131nas\u0131 ve faizlerin y\u00f6n\u00fc"},"content":{"rendered":"<p><strong><em>Yaz boyunca fiyat bask\u0131lar\u0131n\u0131n durulaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnenler fena halde yan\u0131ld\u0131. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-407190215\"><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>Bug\u00fcn a\u00e7\u0131klanan T\u00dcFE Y\/Y %9.6 civar\u0131na t\u0131rman\u0131rken, May\u0131s zirvesinden sadece 10 baz puan a\u015fa\u011f\u0131dayd\u0131. \u0130lerleyen aylarda enflasyonun gerilemesi i\u00e7in hemen hi\u00e7 neden yok, aksine uzun zamand\u0131r bekletilen enerji ve art\u0131k mutad hale gelen alkol-t\u00fct\u00fcn zamlar\u0131 devreye girerse, T\u00dcFE\u2019nin y\u0131l sonundan \u00f6nce \u00e7ift haneye eri\u015fmesi kesin. Carry trade\u2019in hakim oldu\u011fu ortamlarda enflasyon ve faizler aras\u0131nda ba\u011flant\u0131 k\u0131smen kopuyor. E\u011fer AMB yar\u0131n yapaca\u011f\u0131 toplant\u0131da QE beklentisini canl\u0131 tutamazsa, D\u0130BS faizlerinde h\u0131zl\u0131 bir y\u00fckseli\u015f trendi ba\u015flayabilir. Yat\u0131r\u0131mc\u0131lar\u0131n bir-iki ay i\u00e7inde TCMB \u00fczerinde parasal s\u0131k\u0131la\u015ft\u0131rmaya ge\u00e7mesi i\u00e7in bask\u0131 ba\u015flataca\u011f\u0131n\u0131 da hat\u0131rlatay\u0131m.<\/p>\n<p>Enflasyon rakamlar\u0131n\u0131 CNBC-E\u2019den seyrediyorum, yorumu sorulan k\u0131ymetli bir uzman, art\u0131k \u00e7\u0131\u011fr\u0131ndan \u00e7\u0131kan enflasyon canavar\u0131 ve buna neden olan gev\u015fek politikalar\u0131 de\u011ferlendirmek yerine, \u201cg\u0131dan\u0131n endeksteki pay\u0131n\u0131 d\u00fc\u015f\u00fcrelim\u201d kampanyas\u0131 ba\u015flat\u0131yor. Birincisi, T\u00dcFE Geli\u015fmekte Olan \u00dclkeler ortalamas\u0131n\u0131n iki misline y\u00fckselirken buna g\u00f6z yuman h\u00fck\u00fcmet ve TCMB\u2019ye tek kelime ile dahi serzeni\u015fte bulunamamak y\u00fcreksizli\u011fi utan\u00e7 verici. \u0130kincisi enflasyondaki alevlenmenin tek nedeni, hatta ba\u015fl\u0131ca nedeni g\u0131da de\u011fil. Bak\u0131n, devaluasyon Mart\u2019tan bu yana durdu, ama \u00e7ekirdek I ve H g\u00f6stergelerinde hemen hi\u00e7 gerileme yok. G\u0131da ve enerji d\u0131\u015f\u0131 \u201cD\u201d enflasyonu da %10 civar\u0131nda seyrediyor. Hizmetlerde de ortalama %9\u2019a yakla\u015f\u0131yor. Enflasyonun temel nedeni art\u0131k vatanda\u015f\u0131n enflasyon hedeflemesine inanc\u0131n\u0131 tamamen yitirmesi ve elinde pazar g\u00fcc\u00fc olan\u0131n akl\u0131na esti\u011fi \u00f6l\u00e7\u00fcde zam yapmas\u0131d\u0131r.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.paraanaliz.com\/portal\/blogs\/5\/1683\/anal-z-enflasyon-f-rt-nas-ve\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ<\/a>. (Paraanaliz.Com)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yaz boyunca fiyat bask\u0131lar\u0131n\u0131n durulaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnenler fena halde yan\u0131ld\u0131. Bug\u00fcn a\u00e7\u0131klanan T\u00dcFE Y\/Y %9.6 civar\u0131na t\u0131rman\u0131rken, May\u0131s zirvesinden sadece 10 baz puan a\u015fa\u011f\u0131dayd\u0131. \u0130lerleyen aylarda&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-35580","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\/35580","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=35580"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35580\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}