{"id":47553,"date":"2016-11-14T23:14:36","date_gmt":"2016-11-14T20:14:36","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=47553"},"modified":"2016-11-14T23:14:36","modified_gmt":"2016-11-14T20:14:36","slug":"cetin-unsalan-dolar-masallari-ve-trump","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/cetin-unsalan-dolar-masallari-ve-trump\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Dolar masallar\u0131 ve Trump"},"content":{"rendered":"<p><em><strong>Trump se\u00e7ildi dolar geli\u015fmekte olan \u00fclkelerin paralar\u0131 kar\u015f\u0131s\u0131nda f\u0131rlad\u0131. Clinton se\u00e7ilseydi ne olacakt\u0131? Ben bunun spek\u00fclat\u00f6rler, Ukrayna, OPEC, faiz art\u0131\u015ft\u0131, 15 Temmuz, Gezi, Brexit, Suriye, se\u00e7im ve bir\u00e7ok versiyonunu tan\u0131yorum. S\u00fcrekli bir bahane aray\u0131\u015f\u0131 i\u00e7indeyiz.<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2929369012\"><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>\u015eu bir ger\u00e7ek ki d\u00fcnyadaki politik ve jeopolitik geli\u015fmeler, para birimleri \u00fczerinde risk alg\u0131s\u0131 nedeniyle etki yaparlar. Buna kabul\u00fcm. Ama sadece dalgalanmaya neden olur. E\u011fer geli\u015fmekte olan \u00fclkeler \u00fczerinde sistematik bir bi\u00e7imde de\u011fer art\u0131\u015f\u0131 varsa, bunun gerek\u00e7esi say\u0131lanlardan hi\u00e7biri olamaz. Daha temelde bir s\u0131k\u0131nt\u0131 var demektir.<\/p>\n<p>\u015eayet Trump fakt\u00f6r\u00fc maliye politikalar\u0131nda de\u011fi\u015fikli\u011fe neden olacaksa, bug\u00fcne kadarki kumar ekonomisinin tersine bir durumun ortaya \u00e7\u0131kmas\u0131 gerekmez mi? Bu \u015fartlarda \u00fcretime y\u00f6nelen d\u00fcnya ger\u00e7e\u011finin mutlu olmas\u0131 sonucu \u00e7\u0131kmaz m\u0131?<\/p>\n<p>\u015e\u00fcphesiz risk alg\u0131s\u0131, finans piyasalar\u0131 \u00fczerinden d\u00fcnyaya yay\u0131l\u0131yor. Bu foto\u011fraf i\u00e7erisinde baz\u0131 k\u0131r\u0131lmalar\u0131n ve de\u011fi\u015fimlerin olmas\u0131 ka\u00e7\u0131n\u0131lmaz. \u00c7\u00fcnk\u00fc sistem batt\u0131. Ama Trump ile Clinton aras\u0131nda ABD\u2019nin genel ekonomik ve siyasi tavr\u0131n\u0131n de\u011fi\u015fece\u011fini hayal etmek \u00e7ok realist bir yakla\u015f\u0131m olmaz. Amerikan Devleti \u00f6yle ki\u015fiye g\u00f6re politikalar\u0131n geli\u015fti\u011fi bir yap\u0131 de\u011fildir.<\/p>\n<p>Yakla\u015f\u0131k 15 tane enstit\u00fc, 50 y\u0131ll\u0131k politikalar belirler ve se\u00e7ilip gelen sadece bunun nas\u0131l uygulanaca\u011f\u0131 konusunda ve zamanlamas\u0131 ile ilgili etkili olabilir. Yani \u2018Trump geldi, felaket oldu\u2019 tam bir magazinel yakla\u015f\u0131md\u0131r. ABD\u2019de bir politika de\u011fi\u015fimine gidilecekse, kimin geldi\u011finin \u00e7ok \u00f6nemi olmaz.<\/p>\n<p>Obama\u2019n\u0131n 2009\u2019da kendisine Nobel Bar\u0131\u015f \u00d6d\u00fcl\u00fc verildi\u011finde \u2018sava\u015ft\u0131\u011f\u0131m i\u00e7in mi veriyorsunuz\u2019 s\u00f6zlerini hat\u0131rlat\u0131r\u0131m. Peki, neden bu \u00f6ne \u00e7\u0131kar\u0131l\u0131r? \u00c7\u00fcnk\u00fc ger\u00e7e\u011fi konu\u015fmak tehlikelidir.<\/p>\n<p>D\u00fcnyada 2 binli y\u0131llarla birlikte kumar ekonomisi \u00fczerinden yarat\u0131lan k\u00e2\u011f\u0131t ya da gayrimenkul \u00e7\u00f6pl\u00fc\u011f\u00fcnde de\u011ferlerin bir anda \u00e7\u00f6kmesi riski, k\u00e2\u011f\u0131tlar\u0131 ve ederinin \u00fcst\u00fcnde de\u011fer belirlenen yap\u0131lar\u0131 elinde bulunduranlar ve bu s\u00fcreci ahmak\u00e7a bor\u00e7lanarak ge\u00e7irenler i\u00e7in konu\u015fulmamas\u0131 gereken bir durumu yarat\u0131yor.<\/p>\n<p>Bu nedenle d\u00fcnyada OPEC\u2019e \u00fcye ve \u00fcye olmayan \u00fclkelerin petrol fiyat\u0131 tiyatrosunu ya da i\u00e7eride bir t\u00fcrl\u00fc hayata ge\u00e7irilemeyen reform (!) paketlerini g\u00f6r\u00fcyoruz. Ya\u015fanan pespayelik i\u00e7erisinde sistemsel ve yap\u0131sal baz\u0131 de\u011fi\u015fikleri her ayr\u0131nt\u0131s\u0131yla d\u00fc\u015f\u00fcnmeden ortaya konulan t\u00fcm projeler s\u00f6ylemden \u00f6teye gidemez.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3660691889\"><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>\u00d6rne\u011fin Milli Tar\u0131m Projesi a\u00e7\u0131klars\u0131n\u0131z; tar\u0131m alanlar\u0131na bina yap\u0131lmay\u0131 ihanet olarak nitelendirirsiniz; ki alt\u0131na imza atar\u0131m, ama arka bah\u00e7ede reel sekt\u00f6rden in\u015faat\u0131 anlay\u0131p, bankalar\u0131n bu alana kredi vermesi i\u00e7in bask\u0131 yapars\u0131n\u0131z.<\/p>\n<p>Ya da d\u00fcnyada demokrasi nutuklar\u0131 atars\u0131n\u0131z; ama demokrasi (!) g\u00f6t\u00fcrd\u00fc\u011f\u00fcn\u00fcz her yerden kan, g\u00f6zya\u015f\u0131 ve \u00f6l\u00fcm f\u0131\u015fk\u0131r\u0131r. Vitrin g\u00fczel, ama raftaki mal tapon\u2026<\/p>\n<p>Ge\u00e7tim d\u00fcnyay\u0131 T\u00fcrkiye\u2019de dolar\u0131n y\u00fckselmesinin tek bir nedeni var. Bor\u00e7luyuz; pozisyon a\u00e7\u0131\u011f\u0131m\u0131z \u00e7ok y\u00fcksek, k\u0131sa vadeli bor\u00e7lar\u0131 \u00f6dememiz gerekiyor, y\u0131llarca el paras\u0131yla d\u00fc\u011f\u00fcn bayram yapt\u0131k; \u015fimdi \u00f6deme zaman\u0131. Dolar basmad\u0131\u011f\u0131n\u0131z s\u00fcrece, dolar\u0131n TL kar\u015f\u0131s\u0131nda de\u011fer kazanmas\u0131ndan daha do\u011fal ne olabilir.<\/p>\n<p>Ama dedim ya bunlar\u0131 konu\u015fmak, ger\u00e7ekle y\u00fczle\u015fmek zordur. \u0130nsanlara yapt\u0131\u011f\u0131n\u0131z hatay\u0131 ve ger\u00e7e\u011fi itiraf edemiyorsan\u0131z da, ya masal anlat\u0131r oyalars\u0131n\u0131z ya da her g\u00fcn yeni bir magazin olay\u0131 yarat\u0131rs\u0131n\u0131z. Sonu\u00e7ta da d\u00fcnya yar\u0131n\u0131n m\u00fccadelesini verirken, siz gelin kaynana muhabbeti izlersiniz. Mesele, bence bundan ibarettir.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3804683154\"><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 href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trump se\u00e7ildi dolar geli\u015fmekte olan \u00fclkelerin paralar\u0131 kar\u015f\u0131s\u0131nda f\u0131rlad\u0131. Clinton se\u00e7ilseydi ne olacakt\u0131? Ben bunun spek\u00fclat\u00f6rler, Ukrayna, OPEC, faiz art\u0131\u015ft\u0131, 15 Temmuz, Gezi, Brexit, Suriye,&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-47553","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\/47553","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=47553"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/47553\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=47553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=47553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=47553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}