{"id":49187,"date":"2017-03-16T00:13:53","date_gmt":"2017-03-15T21:13:53","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=49187"},"modified":"2017-03-16T00:17:17","modified_gmt":"2017-03-15T21:17:17","slug":"cetin-unsalan-basit-mesajin-otesi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/cetin-unsalan-basit-mesajin-otesi\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Basit mesaj\u0131n \u00f6tesi  \u00a0"},"content":{"rendered":"<p>FED, 2017 y\u0131l\u0131 i\u00e7in ilk faiz art\u0131r\u0131m\u0131n\u0131 yapt\u0131. Konuya piyasa a\u00e7\u0131s\u0131ndan bakanlar\u0131n hali, asl\u0131nda FED\u2019i beklemekten ve karara bakmaktan daha ilgin\u00e7ti. Son derece s\u0131k\u0131nt\u0131l\u0131 bir s\u00fcrecin ba\u015flang\u0131c\u0131nda, finans\u00e7\u0131 g\u00f6zl\u00fckleriyle k\u0131vranmalar\u0131, d\u00f6rt de\u011fil \u00fc\u00e7 faiz y\u00fckseli\u015finin \u00f6nemli ve g\u00fcvencin bir tutum oldu\u011funu anlatmaya \u00e7al\u0131\u015fmalar\u0131 \u00e7ok garipti.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1847673176\"><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>Elbette bu kadar diken \u00fczerinde ve risklerin ta\u015f\u0131namad\u0131\u011f\u0131 bir piyasada, tersini s\u00f6ylemelerini beklemek m\u00fcmk\u00fcn de\u011fil. \u00c7\u00fcnk\u00fc onlar meseleye tamamen finans piyasalar\u0131 penceresinden bak\u0131yorlar. \u015e\u00fcphesiz d\u00fcnyayla e\u015f zamanl\u0131 iyimserlik (!) y\u00f6neticilerinin tavr\u0131, bizdeki m\u00fcdahale ile de birle\u015fince dolar kuru geriledi; \u2018bak\u0131n ne kadar iyiyiz\u2019 tiyatrosu oynand\u0131.<\/p>\n<p>\u015e\u00fcphesiz bunlar\u0131n hi\u00e7biri kal\u0131c\u0131 de\u011fil. Gerek bizim, gerek geli\u015fmekte olan \u00fclkelerin, gerekse de geli\u015fmi\u015flerin a\u00e7\u0131s\u0131ndan, yani d\u00fcnya ekonomisi bak\u0131m\u0131ndan nas\u0131l olumlu bir tablo olmad\u0131\u011f\u0131n\u0131 yak\u0131n gelecekte ya\u015fayaca\u011f\u0131z. Yaz\u0131k ki bu durumu g\u00fcvercin edebiyat\u0131 yapanlar da bal gibi biliyor.<\/p>\n<p>Faiz art\u0131\u015f\u0131n\u0131n ABD ekonomisi i\u00e7in de sa\u011fl\u0131kl\u0131 bir durum olmad\u0131\u011f\u0131n\u0131 biliyoruz. Fakat di\u011fer yolda bekleyen ve patlamaya aday varl\u0131k balonu s\u0131k\u0131nt\u0131s\u0131, k\u00f6t\u00fcn\u00fcn iyisini yapmaya mecbur b\u0131rak\u0131yor. \u015eimdi g\u00f6zler Merkez Bankas\u0131 toplant\u0131s\u0131na \u00e7evrilecek. Lakin bunlar\u0131n hi\u00e7biri y\u00fczde 12,7 dilimini yakalayan ve hem bizde, hem de d\u00fcnyada y\u00fckselmesi kesin olan i\u015fsizlik ger\u00e7e\u011fini de\u011fi\u015ftirmiyor.<\/p>\n<p>Finans piyasalar\u0131n\u0131n akt\u00f6rleri kendi aralar\u0131nda bir oyun oynay\u0131p, \u2018her \u015fey yolunda\u2019 imi\u015f gibi davran\u0131yorlar. Oysa her \u015feyin \u00e7ok da yolunda olmad\u0131\u011f\u0131n\u0131n ikrar\u0131n\u0131 FED Ba\u015fkan\u0131 Yellen konu\u015fmas\u0131nda yapt\u0131.<\/p>\n<p>Yellen, basit mesaj\u0131n ekonominin iyi \u015feklinde gitti\u011fi oldu\u011funu s\u00f6yledi. Bu arada yanl\u0131\u015f anlamay\u0131n, bu basit mesaj, her ne kadar bizim de aras\u0131nda oldu\u011fumuz geli\u015fmekte olan \u00fclkelerin \u00fczerine al\u0131nmaya \u00e7al\u0131\u015fmas\u0131na kar\u015f\u0131n, sadece ABD ekonomisi i\u00e7in s\u00f6ylenmi\u015f bir ifade&#8230;<\/p>\n<p>Ne var ki kimsenin ba\u015fka yazacak bir \u00f6yk\u00fcs\u00fc olmad\u0131\u011f\u0131ndan, herkes ABD ekonomisinin beklentilerine s\u0131\u011f\u0131n\u0131p, oradan bulunduklar\u0131 pozisyondan zarar etmeden kurtulman\u0131n yolunu ar\u0131yor.<\/p>\n<p>Yani Amerikan ekonomisi de, d\u00fcnya ekonomisinde oldu\u011fu gibi \u00e7ok da sa\u011fl\u0131kl\u0131 bir durumda de\u011fil. Bunun vurgusu da yine Yellen\u2019\u0131n konu\u015fmas\u0131nda vard\u0131. Yellen \u2018faiz art\u0131\u015flar\u0131 i\u00e7in uzun bir s\u00fcre beklemenin gelecekte daha h\u0131zl\u0131 bir \u015fekilde faiz art\u0131r\u0131m\u0131na gidilmesi demek olabilece\u011fini\u2019 s\u00f6yledi.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3358505701\"><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>O y\u00fczden siz yine risk azaltmaya, m\u00fcmk\u00fcn mertebe bor\u00e7lar\u0131n\u0131z\u0131 kapatmaya, gereksiz yat\u0131r\u0131mlardan uzak durmaya ve temkinli harcama yapmaya devam edin. Finans piyasalar\u0131nda ise \u2018ebe\u2019 oynamaya devam edildi\u011fini g\u00f6r\u00fcyoruz.<\/p>\n<p>\u00dc\u00e7 be\u015f kuru\u015fu ile buradan beklenti i\u00e7erisinde olanlara da \u00f6nerim dikkat edin \u2018papaz ka\u00e7t\u0131\u2019 oyununda papaz sizde kalmas\u0131n. \u00c7\u00fcnk\u00fc b\u00fct\u00fcn bu kendilerince iyimser havan\u0131n tek bir amac\u0131 var: Elde riskleri devredecek birilerini bulmak.<\/p>\n<p><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>FED, 2017 y\u0131l\u0131 i\u00e7in ilk faiz art\u0131r\u0131m\u0131n\u0131 yapt\u0131. Konuya piyasa a\u00e7\u0131s\u0131ndan bakanlar\u0131n hali, asl\u0131nda FED\u2019i beklemekten ve karara bakmaktan daha ilgin\u00e7ti. Son derece s\u0131k\u0131nt\u0131l\u0131 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-49187","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\/49187","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=49187"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/49187\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=49187"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=49187"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=49187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}