{"id":38519,"date":"2015-02-24T22:55:04","date_gmt":"2015-02-24T20:55:04","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=38519"},"modified":"2015-02-25T12:15:57","modified_gmt":"2015-02-25T10:15:57","slug":"sekiz-adimda-gunun-ozeti","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/sekiz-adimda-gunun-ozeti\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Sekiz ad\u0131mda g\u00fcn\u00fcn \u00f6zeti"},"content":{"rendered":"<p><em><strong>Ekonomi 24 \u015eubat tarihinde \u00e7ok hareketli bir g\u00fcn ya\u015fad\u0131. Beklenti y\u00f6netenler mi, klasik \u00e7\u0131k\u0131\u015f yapanlar m\u0131, yoksa g\u00f6stermelik durumu idare edenler mi istersiniz? Hepsi bir aradayd\u0131; t\u0131pk\u0131 Hisseli Harikalar Kumpanyas\u0131 gibi\u2026 Eksik, fazla benim not defterime ise, bir\u00e7ok ara madde olmakla birlikte, sekiz ana madde d\u00fc\u015ft\u00fc. \u0130\u015fte onlar:<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-930333367\"><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>&nbsp;<\/p>\n<p>Varan 1: Merkez Bankas\u0131 k\u0131smi faiz d\u00fc\u015f\u00fc\u015f\u00fcyle hem siyasetle ters d\u00fc\u015fmemenin, hem durumu idare etmenin yolunu buldu. Yapt\u0131\u011f\u0131 de\u011fi\u015fim ne t\u00fcketici kredilerinde etki yapacak, ne de beklendi\u011fi \u00fczere reel sekt\u00f6re verilen kredilerde\u2026 Enflasyon vurgusu ise yine ger\u00e7ek\u00e7i de\u011fil. Muhtemeldir ki, rakamlarla oynamaya devam edecekler; ama bu vatanda\u015f\u0131n \u00e7ekti\u011fi eziyeti de\u011fi\u015ftirmeyecek.<\/p>\n<p>&nbsp;<\/p>\n<p>Varan 2: Merkez Bankas\u0131\u2019n\u0131n, stabil kalmas\u0131, yani y\u00fcksek \u015fiddetli bir \u00e7\u0131lg\u0131nl\u0131k yapmamas\u0131 temkinli kar\u015f\u0131land\u0131. G\u00f6zler FED Ba\u015fkan\u0131 Yellen\u2019\u0131n yapaca\u011f\u0131 a\u00e7\u0131klamaya \u00e7evrildi. Bundan da anl\u0131yoruz ki; T\u00fcrk ekonomisi i\u00e7erideki geli\u015fmelerde, ola\u011fan\u00fcst\u00fc bir \u00e7\u0131lg\u0131nl\u0131k yap\u0131lmazsa olumlu ya da olumsuz etkilenme \u015fans\u0131na sahip de\u011fil. D\u00fcnyaya bu kadar ba\u011f\u0131ml\u0131 hale gelmemize vesile olup; sonra da \u2018faiz lobisi\u2019 diye ortada dola\u015fanlara selam olsun.<\/p>\n<p>&nbsp;<\/p>\n<p>Varan 3: Yellen k\u0131sa vadede bir faiz art\u0131\u015f\u0131na gitmeyeceklerini belirtti. Sab\u0131rl\u0131 ifadesini kald\u0131rd\u0131; ama s\u00f6zel y\u00f6nlendirmelerin mutlaka artt\u0131r\u0131m\u0131n \u00f6ncesinde kullan\u0131laca\u011f\u0131n\u0131 s\u00f6yledi. Bu da d\u00fcnya ekonomisinin de Amerikan ekonomisinin de sunuldu\u011fu kadar sa\u011fl\u0131kl\u0131 olmad\u0131\u011f\u0131n\u0131n g\u00f6stergesi\u2026 Yani Yellen d\u0131\u015far\u0131daki yat\u0131r\u0131mc\u0131lar\u0131na \u2018beni mecbur b\u0131rakmadan \u015fu paray\u0131 getirin\u2019 mesaj\u0131 vermeye devam ediyor.<\/p>\n<p>&nbsp;<\/p>\n<p>Varan 4: FED\u2019in bu tavr\u0131, d\u00fc\u015f\u00fc\u015fe ra\u011fmen tatmin olmayan \u00e7evreler \u00fczerinde etkili olacakt\u0131r. \u00c7\u00fcnk\u00fc ola\u011fan\u00fcst\u00fc bir durum olmazsa, FED\u2019in bu tavr\u0131 ABD\u2019den gelecek etkiler ad\u0131na AKP\u2019ye se\u00e7ime kadar zaman kazand\u0131r\u0131yor.<\/p>\n<p>&nbsp;<\/p>\n<p>\u0130lk a\u00e7\u0131klamalar ise ezberden yap\u0131lm\u0131\u015f durumda. Yurtd\u0131\u015f\u0131 gezisinden beri bu konuda sessizli\u011fe g\u00f6m\u00fclen Cumhurba\u015fkan\u0131\u2019n\u0131n a\u00e7\u0131klamas\u0131n\u0131 bekledikleri \u00e7ok belli. Onun tavr\u0131na g\u00f6re s\u00f6ylemler belirginle\u015fecektir.<\/p>\n<p>&nbsp;<\/p>\n<p>Varan 5 : Faiz konusundaki tutumunu bildi\u011fimiz Cumhurba\u015fkan\u0131 ve onu takip edenlerin, Yellen\u2019\u0131n a\u00e7\u0131klamalar\u0131ndan sonra Merkez Bankas\u0131 \u00fczerindeki bask\u0131y\u0131 artt\u0131rmalar\u0131 \u00e7ok olas\u0131\u2026 A\u00e7\u0131klamas\u0131nda risklere dikkat \u00e7eken ve \u2018art\u0131k \u00fczerime gelmeyin\u2019 mesaj\u0131 veren Ba\u015f\u00e7\u0131\u2019n\u0131n ise, se\u00e7im s\u00fcrecine girildi\u011fi i\u00e7in artmas\u0131 muhtemel bask\u0131ya daha ne kadar dayanabilece\u011fi en b\u00fcy\u00fck bilmece\u2026 Bunun bedeli ise, sonucu erkene \u00e7ekmekle birlikte daha da a\u011f\u0131r olur.<\/p>\n<p>&nbsp;<\/p>\n<p>Varan 6: \u015eayet Merkez Bankas\u0131 bask\u0131ya dayanamaz ve ekonomik ger\u00e7eklere ayk\u0131r\u0131 olarak faizi daha da geriletirse, bu sefer bask\u0131 reel sekt\u00f6re olacakt\u0131r. Muhtemelen de Maliye burada devreye girecek \u2018bitaraf olan bertaraf olur\u2019 s\u00f6z\u00fc bizzat sahibi taraf\u0131ndan hat\u0131rlat\u0131lacakt\u0131r.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-758780646\"><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>&nbsp;<\/p>\n<p>Varan 7: E\u011fer geli\u015fmi\u015f \u00fclkelerdeki yabanc\u0131 finans\u00e7\u0131lar, Yellen\u2019\u0131n mesaj\u0131n\u0131 do\u011fru alg\u0131lar ve hareketlerini s\u00fcrd\u00fcr\u00fcrse, bu san\u0131ld\u0131\u011f\u0131 gibi kur \u00fczerinde gev\u015feyici bir hareket yapmaz; aksi a\u00e7\u0131k pozisyonu y\u00fcksek olan bizim gibi \u00fclkeleri daha da \u00e7ok etkiler. Avro dolar paritesinde makas\u0131n daralmas\u0131 ise b\u00fcy\u00fcmesini ihracata ba\u011flam\u0131\u015f bizim ad\u0131m\u0131za b\u00fcy\u00fck bir alarm veriyor.<\/p>\n<p>&nbsp;<\/p>\n<p>Varan 8: Yellen\u2019\u0131n a\u00e7\u0131klamalar\u0131nda bir ifade vard\u0131: \u201cBa\u011f\u0131ms\u0131z merkez bankalar\u0131na sahip ekonomiler, daha istikrarl\u0131 olur.\u201d Sanki FED Ba\u015fkan\u0131 da bizdeki tart\u0131\u015fmaya kat\u0131lm\u0131\u015f gibi\u2026 Mesaj \u00e7ok \u00f6nemli; ama elbette \u00f6yle de\u011fil. Ama bu s\u00fcre\u00e7te dikkate al\u0131nmas\u0131 gereken bir ifade&#8230;<\/p>\n<p>&nbsp;<\/p>\n<p>\u00c7\u00fcnk\u00fc ger\u00e7ek \u015fu ki, herkesin kendi derdine d\u00fc\u015ft\u00fc\u011f\u00fc bu d\u00fcnya ko\u015fullar\u0131nda T\u00fcrkiye dahil, geli\u015fmekte olan \u00fclkeler kimsenin umurunda de\u011fil. Sadece Yunanistan istisna\u2026 \u00c7\u00fcnk\u00fc oradaki geli\u015fmeler AB\u2019yi, dolayl\u0131 yoldan da d\u00fcnya ekonomisini ilgilendiriyor. Yani Yunanistan kadar bile de\u011ferimiz yok.<\/p>\n<p>&nbsp;<\/p>\n<p>Sonu\u00e7 olarak t\u00fcm g\u00fcn ya\u015fanlar\u0131n sat\u0131r aras\u0131nda kalanlar bunlard\u0131. Merkez faiz d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcnde ve Yellen konu\u015ftu\u011funda, dolara m\u00fcdahale etmi\u015f olma olas\u0131l\u0131\u011f\u0131 y\u00fcksek Merkez Bankas\u0131 ger\u00e7e\u011fini de unutmay\u0131n. Muhtemelen biraz gev\u015fese de, sonu\u00e7ta dolar \u00e7\u0131k\u0131\u015fl\u0131 olacak.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-919555688\"><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>&nbsp;<\/p>\n<p>Neticede bize d\u00fc\u015fen ders ad\u0131na de\u011fi\u015fen bir \u015fey yok. Oyun bitti; \u00f6yle ya da b\u00f6yle bu fatura \u00f6denecek. Siyasetin bask\u0131s\u0131yla yap\u0131lacak \u00e7\u0131lg\u0131nl\u0131klar ise, sadece zamanlamay\u0131 ve a\u011f\u0131r faturan\u0131n daha da a\u011f\u0131rla\u015fmas\u0131n\u0131 do\u011furur. Bence g\u00fcn\u00fcn \u00f6zeti bu&#8230;<\/p>\n<p>&nbsp;<\/p>\n<p>Sa\u011flamas\u0131n\u0131 m\u0131 yapmak istiyorsunuz? \u0130ster finans piyasalar\u0131 ad\u0131na, ister reel sekt\u00f6r ad\u0131na; her a\u015famada \u015fimdilik de olsa derin bir \u2018oh\u2019 \u00e7ektiyseniz, i\u00e7in i\u00e7in hissettiklerinizin terc\u00fcmesi de bunlar. O \u00e7ekilen anl\u0131k \u2018oh\u2019 ise, ba\u015far\u0131l\u0131 palavras\u0131yla y\u00f6netilen ekonomimizin nas\u0131l pamuk ipli\u011fine ba\u011fl\u0131 oldu\u011funu g\u00f6steriyor. Benden s\u00f6ylemesi\u2026<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ekonomi 24 \u015eubat tarihinde \u00e7ok hareketli bir g\u00fcn ya\u015fad\u0131. Beklenti y\u00f6netenler mi, klasik \u00e7\u0131k\u0131\u015f yapanlar m\u0131, yoksa g\u00f6stermelik durumu idare edenler mi istersiniz? Hepsi bir&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-38519","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\/38519","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=38519"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/38519\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=38519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=38519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=38519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}