{"id":3927,"date":"2011-08-09T06:38:20","date_gmt":"2011-08-09T03:38:20","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=3927"},"modified":"2011-08-09T06:38:33","modified_gmt":"2011-08-09T03:38:33","slug":"tl%e2%80%99de-%e2%80%98yumusak-inis%e2%80%99","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/tl%e2%80%99de-%e2%80%98yumusak-inis%e2%80%99\/","title":{"rendered":"TL\u2019de \u2018Yumu\u015fak \u0130ni\u015f\u2019"},"content":{"rendered":"<p>D\u00fcnya ekonomisinde olumsuz geli\u015fmeler birbirini izliyor.\u00a0Kredide\u011ferlendirme kurulu\u015fu Standart &amp; Poor\u2019s ABD hazinesinin de kredi notunu k\u0131rd\u0131. Halbuki bor\u00e7 tavan\u0131 sorunu yeni halledilmi\u015fti. Tarihinde ilk kez oluyormu\u015f. Arkas\u0131 gelebilir.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3243445945\"><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>Do\u011fal olarak Asya\u00a0ve\u00a0Avrupa borsalar\u0131 haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131. Onlar\u0131 Amerika borsalar\u0131 izledi. \u0130MKB\u2019nin kayb\u0131 son bakt\u0131\u011f\u0131mda y\u00fczde 7\u2019ye ula\u015fm\u0131\u015ft\u0131. Buna kar\u015f\u0131l\u0131k d\u00f6viz piyasas\u0131 s\u0131n\u0131rl\u0131 tepki verdi. D\u00f6viz sepeti 2.10 TL\u2019yi a\u015fmad\u0131.<\/p>\n<p>Haziran sanayi \u00fcretimi verileri d\u00fcn T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131kland\u0131. Ge\u00e7en y\u0131la k\u0131yasla art\u0131\u015f h\u0131z\u0131 toplam sanayide y\u00fczde 6.7\u2019ye, imalat sanayiinde y\u00fczde 7.5\u2019a geriledi. Takvim ve mevsim etkisi d\u00fczeltilmi\u015f endeksler ise may\u0131sa k\u0131yasla d\u00fc\u015ft\u00fc.<\/p>\n<p>D\u00fcn Merkez Bankas\u0131 Ba\u015fkan\u0131 Erdem Ba\u015f\u00e7\u0131 NTV\u2019de Servet Y\u0131ld\u0131r\u0131m\u2019\u0131n sorular\u0131n\u0131 cevaplad\u0131. Maalesef izleyemedim. Yazl\u0131\u011fa radyo ve\u00a0TV\u00a0sokmaman\u0131n b\u00f6yle mahzurlar\u0131 olabiliyor.<\/p>\n<p>Ayr\u0131nt\u0131lar\u0131n\u0131 yar\u0131n ben de sizler gibi gazetelerden okuyaca\u011f\u0131m.<\/p>\n<p><strong>\u201cKurcular\u201d kazand\u0131<\/strong><\/p>\n<p>Pazar g\u00fcn\u00fc 4\u00a0A\u011fustos\u00a0kararlar\u0131n\u0131n ilk de\u011ferlendirmesini yapt\u0131m. Genelde destekledi\u011fimi s\u00f6yledim. Merkez Bankas\u0131 y\u00f6netimini cesareti i\u00e7in kutlad\u0131m. Teknik donan\u0131m\u0131n\u0131 methettim. S\u0131ra kararlar\u0131n tefsirine geldi.<\/p>\n<p>Merkez Bankas\u0131 ne yapmaya \u00e7al\u0131\u015f\u0131yor? \u0130ktisat\u00e7\u0131lardan farkl\u0131 hatta z\u0131t g\u00f6r\u00fc\u015fler okudu\u011funuza eminim. Son kararlar\u0131n\u00a0bir\u00a0kesimi hem \u015fa\u015f\u0131rtt\u0131\u011f\u0131n\u0131 hem de k\u0131zd\u0131rd\u0131\u011f\u0131n\u0131 san\u0131r\u0131m izlediniz.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2972965239\"><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>K\u0131sa s\u00fcre \u00f6nce T\u00fcrkiye\u2019de konjonkt\u00fcr politikas\u0131 tart\u0131\u015fmalar\u0131n\u0131 \u201ciki tarz-\u0131 iktisat\u201d ba\u015fl\u0131\u011f\u0131 ile \u00f6zetledim.<\/p>\n<p>Taraflar\u0131 \u201cs\u0131cak parac\u0131lar\u201d ve \u201ckurcular\u201d \u015feklinde ikiye ay\u0131rd\u0131m. Ekonomi y\u00f6netiminin yerinin bilinmedi\u011fini s\u00f6yledim.<\/p>\n<p>Okuyucular\u0131m hat\u0131rlayacakt\u0131r. \u0130lkbahardaki uzun konjonkt\u00fcr analizini de iktisat politikas\u0131 opsiyonlar\u0131na gelince kestim. Nedenini a\u00e7\u0131klarken, h\u00fck\u00fcmetin tavr\u0131n\u0131 ancak se\u00e7im sonras\u0131nda g\u00f6rebilece\u011fimize i\u015faret ettim.<\/p>\n<p>Sonbahara do\u011fru belirginle\u015fmesini bekliyordum. K\u00fcresel sorunlar takvimi \u00f6ne \u00e7ekti. Bence 4 A\u011fustos kararlar\u0131 ile resim netle\u015fti. Laf\u0131 doland\u0131rmaya hi\u00e7 gerek yok. Ekonomi y\u00f6netimi \u201ckurcular\u201d cephesini se\u00e7ti. \u0130\u015fin \u00f6z\u00fc budur.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2837134723\"><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\u00e7al\u0131m. Merkez Bankas\u0131 d\u0131\u015f a\u00e7\u0131kta somutla\u015fan makro dengesizli\u011fin d\u00fczelmesi i\u00e7in d\u00f6viz kurunun rekabet\u00e7i d\u00fczeye gelmesi gerekti\u011fini kabul ediyor. Yani TL\u2019de de\u011fer kayb\u0131na ye\u015fil \u0131\u015f\u0131k yak\u0131yor. De\u011fer kazand\u0131racak y\u00f6ntemlerden kesinlikle ka\u00e7\u0131n\u0131yor.<\/p>\n<p>\u00d6te yandan mali piyasalar\u0131n abart\u0131l\u0131 tepkilerini, s\u0131k s\u0131k dengeden \u00e7ok uzaklara savrulabildiklerini biliyor. Dolay\u0131s\u0131 ile kur \u00fczerinde denetimini s\u00fcrd\u00fcrmek istiyor. Elindeki g\u00fcc\u00fc bu y\u00f6nde kullanaca\u011f\u0131n\u0131 ilan ediyor.<\/p>\n<p>Hedefin ne oldu\u011fu \u00e7ok a\u00e7\u0131kt\u0131r. Kimseyi korkutmadan, \u00e7alkant\u0131ya yol a\u00e7madan yava\u015f yava\u015f TL de\u011fer kaybedecektir. \u201cYumu\u015fak ini\u015f\u201d ifadesi tam oturuyor. \u201c\u0130ntizaml\u0131 d\u00fczeltme\u201d yolunda at\u0131lm\u0131\u015f \u00e7ok ciddi bir ad\u0131md\u0131r.<\/p>\n<p>M\u00fcmk\u00fcn m\u00fc? Ba\u015far\u0131l\u0131 olur mu? \u0130ktisat\u00e7\u0131lara \u00e7ok tart\u0131\u015fma malzemesi \u00e7\u0131kt\u0131\u011f\u0131 kesindir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcnya ekonomisinde olumsuz geli\u015fmeler birbirini izliyor.\u00a0Kredide\u011ferlendirme kurulu\u015fu Standart &amp; Poor\u2019s ABD hazinesinin de kredi notunu k\u0131rd\u0131. Halbuki bor\u00e7 tavan\u0131 sorunu yeni halledilmi\u015fti. Tarihinde ilk kez&hellip;<\/p>\n","protected":false},"author":13,"featured_media":919,"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":[],"class_list":["post-3927","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/3927","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\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=3927"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/3927\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/919"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=3927"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=3927"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=3927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}