{"id":4665,"date":"2011-09-06T10:16:28","date_gmt":"2011-09-06T07:16:28","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=4665"},"modified":"2011-09-06T10:16:38","modified_gmt":"2011-09-06T07:16:38","slug":"agustos-enflasyonu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/agustos-enflasyonu\/","title":{"rendered":"A\u011fustos Enflasyonu"},"content":{"rendered":"<p>D\u00fcnya borsalar\u0131 haftaya d\u00fc\u015f\u00fc\u015fle girdi. Euro B\u00f6lgesi mali f\u0131rt\u0131nay\u0131 daha \u00e7ok hissediyor. Son bakt\u0131\u011f\u0131mda Almanya\u00a0<span><strong>ve<\/strong><\/span>Fransa\u2019da g\u00fcnl\u00fck kay\u0131p y\u00fczde 4\u2019\u00fc ge\u00e7mi\u015fti. DAX ve CAC endeksleri iki y\u0131l \u00f6ncesinin de\u011ferlerine geriledi.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1332481409\"><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>\u0130MKB daha az etkilendi. S\u0131k\u0131 maliye politikas\u0131 ve d\u00fc\u015f\u00fck kamu borcu oran\u0131 T\u00fcrkiye\u2019yi \u00e7alkant\u0131dan k\u0131smen koruyor. Para politikas\u0131n\u0131n kur \u00fczerinden bask\u0131y\u0131 kald\u0131rmas\u0131 da d\u0131\u015f \u015fokun hafiflemesine katk\u0131da bulunuyor.<\/p>\n<p>Bayram tatilinde yurt d\u0131\u015f\u0131nda TL biraz de\u011fer kazand\u0131. \u201c0.5 $ + 0.5 euro\u201d d\u00f6viz sepeti uzun s\u00fcredir ilk kez 2.10 TL\u2019nin alt\u0131na indi. Ama d\u00fcn tekrar 2.13 TL\u2019ye y\u00fckseldi. Kurda yeni taban\u0131n bu d\u00fczeye oturmas\u0131 ihtimali art\u0131yor.<\/p>\n<p><strong>Gidi\u015fat tehlikeli mi?<\/strong><\/p>\n<p>A\u011fustos enflasyonu d\u00fcn T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131kland\u0131. T\u00fcketici fiyatlar\u0131nda piyasa T\u00dcFE\u2019de y\u00fczde 0.4 art\u0131\u015f \u00f6ng\u00f6r\u00fcyordu. \u0130yimser bulmu\u015ftum. Merkez Bankas\u0131 da T\u00dcFE\u2019de ge\u00e7ici bir y\u00fckseli\u015f bekledi\u011fini a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n<p>Ger\u00e7ekle\u015fme y\u00fczde 0.7 oldu. Tahminimle uyumludur. Y\u0131ll\u0131k t\u00fcketici enflasyonu temmuza k\u0131yasla 0.4 puan art\u0131\u015fla y\u00fczde 6.7\u2019ye t\u0131rmand\u0131. Ba\u015fl\u0131klar\u0131 g\u00f6r\u00fcr gibiyim. \u201cEnflasyon yeniden t\u0131rman\u0131\u015fta\u201d; \u201cRamazan etkisi enflasyonu s\u0131\u00e7ratt\u0131\u201d vs.<\/p>\n<p>Hakikaten \u00f6yle mi? A\u011fustos enflasyonu ger\u00e7ekten tehlikeli bir gidi\u015fat\u0131n habercisi mi? K\u0131sa ve net bir cevap verelim: Hay\u0131r. Haf\u0131za-i be\u015fer nisyan ile mal\u00fcld\u00fcr. T\u00dcFE art\u0131\u015f\u0131n\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131nda y\u00fczde 8.3 oldu\u011funu hat\u0131rlat\u0131r\u0131m.<\/p>\n<p>Son geli\u015fmeler d\u00fcnyada enflasyonun \u00f6nemini azaltt\u0131. \u00c7\u00fcnk\u00fc k\u00fcresel ekonomi yeni bir yava\u015flama d\u00f6nemine girdi. \u0130\u015fsizlikle m\u00fccadele aray\u0131\u015flar\u0131 \u00f6ne \u00e7\u0131kt\u0131. Do\u011fal olarak iktisat politikas\u0131 a\u00e7\u0131s\u0131ndan enflasyon tehdidi geri planda kald\u0131.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3821341929\"><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>Ayn\u0131 ko\u015fullar T\u00fcrkiye i\u00e7in ge\u00e7erlidir. Ancak baz\u0131 farklar da var. T\u00fcrkiye i\u00e7 ve d\u0131\u015f talep aras\u0131ndaki makro dengesizli\u011fi d\u00fczeltmeye \u00e7al\u0131\u015f\u0131yor. Bu ama\u00e7la d\u00f6viz kurunu kullan\u0131yor. Dolay\u0131s\u0131 ile TL\u2019deki de\u011fer kayb\u0131n\u0131n enflasyona etkisi \u00f6nem kazan\u0131yor.<\/p>\n<p>D\u00f6viz kuru ve fiyat hareketleri aras\u0131ndaki ili\u015fki T\u00fcrkiye\u2019de \u00e7ok tart\u0131\u015f\u0131l\u0131r. Y\u00fcksek enflasyon \u00e7a\u011f\u0131nda adeta birebir hale gelmi\u015fti. TL\u2019nin de\u011fer kayb\u0131 an\u0131nda fiyatlara yans\u0131yordu. Son d\u00f6nemde zay\u0131flad\u0131. A\u011fustos verileri de bunu do\u011fruluyor.<\/p>\n<p><strong>Ev sahibi ne yap\u0131yor?<\/strong><\/p>\n<p>Ortalama sepet kur bir y\u0131lda 1.73 TL\u2019den 2.13 TL\u2019ye t\u0131rmand\u0131. Yani TL y\u00fczde 23.5 de\u011fer kaybetti. Halbuki y\u0131ll\u0131k T\u00dcFE art\u0131\u015f\u0131 y\u00fczde 6.7\u2019de kald\u0131. Anlam\u0131 a\u00e7\u0131kt\u0131r. D\u00f6viz girdisi az mal ve hizmetlerin fiyatlar\u0131 kurdan kopmu\u015ftur.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3062312407\"><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>Konut kiras\u0131nda d\u00f6viz girdisi s\u0131f\u0131rd\u0131r. Kiralar A\u011fustos\u2019ta y\u00fczde 0.3 artt\u0131. Ge\u00e7en y\u0131l y\u00fczde 0.4\u2019t\u00fc. Dolay\u0131s\u0131 ile y\u0131ll\u0131k kira art\u0131\u015f\u0131 0.1 puan gerileyerek y\u00fczde 4.3\u2019e d\u00fc\u015ft\u00fc. Do\u011fru okudunuz; A\u011fustos\u2019ta kiralar d\u00fc\u015ft\u00fc.<\/p>\n<p>Dikkatinizi \u00e7ekerim. Ev sahipleri kurun y\u00fczde 20\u2019nin, T\u00dcFE\u2019nin y\u00fczde 6\u2019n\u0131n \u00fczerinde artt\u0131\u011f\u0131n\u0131 bilmiyor mu? Pek\u00e2l\u00e2 biliyor. Ona ra\u011fmen kiray\u0131 sadece y\u00fczde 4,3 art\u0131rmay\u0131 kabulleniyor. Enflasyon hik\u00e2yesinin \u00f6z\u00fc budur.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcnya borsalar\u0131 haftaya d\u00fc\u015f\u00fc\u015fle girdi. Euro B\u00f6lgesi mali f\u0131rt\u0131nay\u0131 daha \u00e7ok hissediyor. Son bakt\u0131\u011f\u0131mda Almanya\u00a0veFransa\u2019da g\u00fcnl\u00fck kay\u0131p y\u00fczde 4\u2019\u00fc ge\u00e7mi\u015fti. DAX ve CAC endeksleri iki&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-4665","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\/4665","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=4665"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/4665\/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=4665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=4665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=4665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}