{"id":45646,"date":"2016-05-27T15:56:30","date_gmt":"2016-05-27T12:56:30","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=45646"},"modified":"2016-05-30T15:59:09","modified_gmt":"2016-05-30T12:59:09","slug":"atilla-yesilada-dunya-fed-faiz-artirimina-hazir-mi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/atilla-yesilada-dunya-fed-faiz-artirimina-hazir-mi\/","title":{"rendered":"Atilla Ye\u015filada &#8211; D\u00fcnya Fed faiz art\u0131r\u0131m\u0131na haz\u0131r m\u0131?"},"content":{"rendered":"<p><strong><em>D\u00fcn ak\u015fam da Fed FOMC\u2019nin oy hakk\u0131 bulunan \u00fcyesi Jerome Powell piyasalar\u0131 Haziran ya da Temmuz ay\u0131nda ikinci faiz art\u0131r\u0131m\u0131na haz\u0131rlad\u0131. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1406563305\"><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>Bu sabah FT\u2019de yay\u0131nlanan \u00e7izelgede futures piyasalar\u0131 Temmuz\u2019da ikinci faiz art\u0131r\u0131m\u0131na %44 olas\u0131l\u0131k tan\u0131yor. Ama, normalde \u00f6d\u00fc mokuna kar\u0131\u015fmas\u0131 gereken d\u00fcnya borsalar\u0131nda kahramanca bir meydan okuyu\u015f var, Geli\u015fmekte Olan Piyasalar (GOP) ralli yaparken, ABD getiri e\u011frisinde de kayda de\u011fer bir y\u00fckseli\u015f g\u00f6ze \u00e7arpm\u0131yor. WSJ ve Bloomberg man\u015fetlerinde yat\u0131r\u0131mc\u0131lar\u0131 rahatlat\u0131yor: \u201cD\u00fcnya faiz art\u0131r\u0131m\u0131na haz\u0131r\u201d.<\/p>\n<p>Ger\u00e7ekten \u00f6yle mi acaba? Yoksa yine bir mezarl\u0131ktan ge\u00e7erken \u0131sl\u0131k \u00e7alma sendromundan m\u0131 muzdaribiz? Ge\u00e7ici arz s\u0131k\u0131nt\u0131lar\u0131ndan dolay\u0131 50 dolar\/varille fl\u00f6rt eden petrol fiyatlar\u0131 ve \u00c7in\u2019in bu kez devaluasyona ba\u015fvurup d\u00fcnyay\u0131 allak bullak etmeyece\u011fi alg\u0131s\u0131 ile Fed faiz art\u0131r\u0131m\u0131 y\u0131lba\u015f\u0131na nazaran daha cesurca kar\u015f\u0131lan\u0131yor, ama d\u00fcnya bu ikinci ad\u0131ma haz\u0131r de\u011fil. ABD ve Euro-b\u00f6lgesi ekonomileri i\u00e7in \u00e7ok kayg\u0131l\u0131 de\u011filim, ama T\u00fcrkiye\u2019nin de i\u00e7inde bulundu\u011fu Geli\u015fmekte Olan \u00dclkeler (GO\u00dc) a\u011f\u0131r bir dayak yiyebilir.<\/p>\n<p>\u00d6nce ger\u00e7ek\u00e7i olup ABD\u2019nin samimi olarak parasal normalle\u015fmeye haz\u0131r olup olmad\u0131\u011f\u0131n\u0131 inceleyelim. Cevap evete benziyor. Yak\u0131n ge\u00e7mi\u015fte isabetli tahminler yapan Atlanta Fed\u2019in nowcast modeline g\u00f6re 2\u00c7\u2019de b\u00fcy\u00fcme Y\/Y %2.9\u2019a h\u0131zland\u0131 ki ABD de verimlilik \u201c0\u201d oldu\u011funa g\u00f6re, hem istihdamda y\u00fcksek art\u0131\u015fa hem de enflasyonist bask\u0131lar\u0131n \u015fiddetlenmesine tekab\u00fcl eder. Ufukta Brexit ve Donald Trump\u2019\u0131n ba\u015fkanl\u0131k anketlerinde \u00f6ne ge\u00e7mesinden ba\u015fka risk g\u00f6rm\u00fcyorum. Elimizdeki anketler Brexit\u2019e hay\u0131r diyeceklerin say\u0131s\u0131n\u0131n her g\u00fcn \u00e7o\u011fald\u0131\u011f\u0131n\u0131 s\u00f6ylerken, Trump ise Clinton ile ba\u015faba\u015f duruma geldi. Fakat, Trump\u2019un anketlerde ba\u015fa ge\u00e7mesi hatta ABD ba\u015fkan\u0131 olmas\u0131 GO\u00dc i\u00e7in karamsar tezimi de\u011fi\u015ftirmez. Trump o kadar deli may\u0131n ki, Wall Street\u2019de uzun soluklu bir panik ata\u011f\u0131 yaratarak hem ekonomi hem de D\u0130BS piyasas\u0131n\u0131 mahveder, t\u00fcm k\u00fcreyi saran bir \u00e7alkant\u0131ya neden olabilir, para g\u00fcvenli liman olan alt\u0131na ko\u015fabilir.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.paraanaliz.com\/dunya-fed-faiz-artirimina-hazir-mi-makale,1852.html\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ<\/a>. (Paraanaliz.Com)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn ak\u015fam da Fed FOMC\u2019nin oy hakk\u0131 bulunan \u00fcyesi Jerome Powell piyasalar\u0131 Haziran ya da Temmuz ay\u0131nda ikinci faiz art\u0131r\u0131m\u0131na haz\u0131rlad\u0131. Bu sabah FT\u2019de yay\u0131nlanan&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-45646","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\/45646","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=45646"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/45646\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=45646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=45646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=45646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}