{"id":49278,"date":"2017-03-22T23:00:20","date_gmt":"2017-03-22T20:00:20","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=49278"},"modified":"2017-03-22T23:00:20","modified_gmt":"2017-03-22T20:00:20","slug":"cetin-unsalan-korumacilik-neden-yukseliyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/cetin-unsalan-korumacilik-neden-yukseliyor\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Korumac\u0131l\u0131k neden y\u00fckseliyor?  \u00a0"},"content":{"rendered":"<p><em><strong>Son d\u00f6nemde ABD\u2019den Fransa\u2019ya, \u00c7in\u2019den \u0130ngiltere\u2019ye kadar d\u00fcnya h\u0131zla iktisadi savunma pozisyonu al\u0131yor. D\u00fcnya ekonomisinde ya\u015fanan daralma, ard\u0131ndan parasal geni\u015flemenin FED taraf\u0131ndan sonland\u0131r\u0131lmas\u0131, Avrupa Merkez Bankas\u0131\u2019n\u0131n hamlelerinin fos \u00e7\u0131kmas\u0131, faiz artt\u0131rma s\u00fcrecine girilmesi \u00f6nemli d\u00f6neme\u00e7lerdi.<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2211330380\"><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>Fakat hepsinin \u00f6tesinde pimi Ukrayna operasyonu s\u0131ras\u0131nda Rusya\u2019ya y\u00f6nelik uygulanan strateji \u00e7ekti. Zaten s\u00fcrd\u00fcr\u00fclemez bir bi\u00e7imde arz fazlas\u0131na sahip olunan d\u00fcnyada, beklenen daralma, petrol fiyatlar\u0131n\u0131n \u00fc\u00e7te bir seviyesine gerilemesiyle birlikte erkene \u00e7ekildi.<\/p>\n<p>Petrol fiyatlar\u0131n\u0131n d\u00fc\u015fmesi sadece Rusya\u2019y\u0131 vurmad\u0131. K\u00f6rfez \u00fclkeleri ba\u015fta olmak \u00fczere Brezilya\u2019dan Azerbaycan\u2019a herkesin ekonomisinin ve ba\u011flant\u0131l\u0131 olarak talep seviyesinin olumsuz etkilenmesine neden oldu.<\/p>\n<p>Rusya\u2019n\u0131n ithalat yerine i\u00e7 \u00fcretimi esas alan enerji d\u0131\u015f\u0131 sekt\u00f6rlere kaymas\u0131, buna y\u00f6nelik strateji a\u00e7\u0131klamas\u0131, Trump\u2019\u0131n se\u00e7ilmesinin ard\u0131ndan ABD\u2019de \u00fcretim \u00e7a\u011fr\u0131s\u0131, pe\u015fine kazan\u00e7 \/ k\u00fclfet dengesini katmas\u0131, May\u2019\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 \u0130ngiltere\u2019nin yeni stratejisi, \u00c7in\u2019in i\u00e7 piyasa esasl\u0131 yeni politikas\u0131, Fransa\u2019n\u0131n d\u00fcnyadaki firmalar\u0131n\u0131 geri \u00e7a\u011f\u0131rma e\u011filimi olay\u0131n boyutunu daha da b\u00fcy\u00fctt\u00fc.<\/p>\n<p>\u015eimdi Avrupa Merkez Bankas\u0131, son \u00e7al\u0131\u015fmas\u0131nda yine \u2018korumac\u0131 politikalar\u0131 b\u0131rak\u0131n\u2019 \u00e7a\u011fr\u0131s\u0131 yapt\u0131. Esasen bu vurgu, IMF\u2019den G20 toplant\u0131lar\u0131na kadar son d\u00f6nemde her platformda dillendirilir ve tavsiye edilir oldu.<\/p>\n<p>Hatta bu \u00e7er\u00e7evede geli\u015fmekte olan \u00fclkelerin yap\u0131sal reformlar yapmas\u0131 gere\u011fine i\u015faret edildi. Bir dip not vermek gerekirse, zikredilen yap\u0131sal reformlar\u0131n, T\u00fcrkiye\u2019nin asl\u0131nda ihtiyac\u0131 olan ger\u00e7ek de\u011fi\u015fim ve yap\u0131lanmayla uzaktan yak\u0131ndan ilgisi bulunmuyor.<\/p>\n<p>Temelde \u2018siz a\u00e7\u0131l\u0131n, biz satal\u0131m\u2019 prensibi \u00fczerine kurgulanm\u0131\u015f, geli\u015fmi\u015f \u00fclkelerin korumac\u0131l\u0131k yaparken, ilaveten mal ve risk satma ihtimalini de g\u00fcndemde tutmas\u0131 \u00fczerine kurgulanm\u0131\u015f bir senaryodan bahsediyoruz.<\/p>\n<p>Peki t\u00fcm bu foto\u011fraf i\u00e7erisinde korumac\u0131l\u0131k neden y\u00fckseliyor? Bunun iki temel sebebi var. Sebepleri saymaya da Avrupa Merkez Bankas\u0131\u2019n\u0131n \u00e7a\u011fr\u0131n\u0131n pe\u015fine takt\u0131\u011f\u0131 \u2018d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131z artar\u2019 vurgusuna gizlenmi\u015f, mal\u0131n birim maliyetindeki y\u00fckseli\u015f kayg\u0131s\u0131na mercek tutarak bakal\u0131m.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2871942455\"><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>D\u00fcnyada parasal geni\u015flemenin oldu\u011fu d\u00f6nemde olu\u015fturulan kredi mekanizmas\u0131, \u2018bor\u00e7 ver, kendi mal\u0131n\u0131 sat\u2019 prensibiyle hayat buluyordu. D\u00fcnyada parasal geni\u015flemenin sonland\u0131r\u0131lmas\u0131 ve art\u0131k kredi havuzunun likit s\u0131k\u0131nt\u0131s\u0131, d\u00f6ng\u00fcy\u00fc sert k\u0131rd\u0131. Bu birinci sebep&#8230;<\/p>\n<p>Ba\u011flant\u0131l\u0131 olarak da ikinci sorun ortaya \u00e7\u0131k\u0131yor. Finansla co\u015fkulanamayan ve daralan d\u00fcnya pazar\u0131, s\u00fcrekli para ak\u0131\u015f\u0131 olacak hesab\u0131 \u00fczerinden talebin kat be kat \u00fczerinde yarat\u0131lan arz\u0131n bo\u015fa d\u00fc\u015fmesine neden oldu. Bu arz fazlas\u0131n\u0131n elenmesi, yani firmalar\u0131n say\u0131s\u0131n\u0131n azalmas\u0131, bunlar\u0131n kapanmas\u0131 ka\u00e7\u0131n\u0131lmaz.<\/p>\n<p>Bu durum da \u00fclkelerin kendi ger\u00e7eklerinde i\u015fsizlik tehlikesini hortlat\u0131yor. D\u00fcnya birim maliyet ile ilgili kayg\u0131lar\u0131n, i\u015fsizlikten do\u011facak sorunlardan daha katlanabilir oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyor. Bu nedenle de \u00fcreticisini geri \u00e7a\u011f\u0131r\u0131p, i\u00e7 ve civar pazarda ayakta kalabilmenin yollar\u0131n\u0131 ar\u0131yor.<\/p>\n<p>Bu devir globalle\u015fme s\u00fcrecinin noktaland\u0131\u011f\u0131n\u0131n da ilan\u0131d\u0131r. \u00c7\u00fcnk\u00fc finanse edilemeyen bir sistemin y\u00fcr\u00fcmesi m\u00fcmk\u00fcn de\u011fil. Art\u0131k korumac\u0131l\u0131\u011f\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 bir s\u00fcreci ya\u015fayaca\u011f\u0131z. Fakat bahsi ge\u00e7en korumac\u0131l\u0131\u011f\u0131n da, al\u0131\u015f\u0131lagelen tan\u0131mdan farkl\u0131 oldu\u011funu belirtmek gerekir.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4250441507\"><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>Bu, \u00fclkelerin kendi i\u00e7lerine kapanmas\u0131 de\u011fil, b\u00f6lgesel korumac\u0131l\u0131klar \u00fczerinden kendi ya\u011f\u0131nda kavrulmas\u0131 ilkesi \u00fczerinden \u015fekilleniyor. \u015eimdi bu foto\u011fraf\u0131n ortas\u0131nda da kendimize sormam\u0131z gereken soru \u015fu:<\/p>\n<p>\u0130\u00e7 piyasaya y\u00f6nelik \u00fcretim yetene\u011fimizi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde zaafa u\u011fratm\u0131\u015f bir \u00fclke olarak, kendi pazar\u0131m\u0131za nas\u0131l hakim olaca\u011f\u0131z? Ayr\u0131ca paktlar \u00fczerinden b\u00f6lgesel dayan\u0131\u015fma esas olacaksa, T\u00fcrkiye kiminle omuz omuza verecek?<\/p>\n<p>M\u00fc\u015fterilerimize bakal\u0131m. G\u00fcneyimiz yan\u0131yor; Rusya ile bar\u0131\u015fma s\u00fcrecine ra\u011fmen ekonomik yapt\u0131r\u0131mlar\u0131 azaltm\u0131yor, AB \u00fclkeleriyle de kavga ediyoruz ve gelece\u011fin ekopolitik sava\u015f\u0131n\u0131n ortas\u0131nda yalpal\u0131yoruz. Hadi \u00e7\u0131k \u00e7\u0131kabilirsen i\u015fin i\u00e7inden.<\/p>\n<p><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Son d\u00f6nemde ABD\u2019den Fransa\u2019ya, \u00c7in\u2019den \u0130ngiltere\u2019ye kadar d\u00fcnya h\u0131zla iktisadi savunma pozisyonu al\u0131yor. D\u00fcnya ekonomisinde ya\u015fanan daralma, ard\u0131ndan parasal geni\u015flemenin FED taraf\u0131ndan sonland\u0131r\u0131lmas\u0131, Avrupa Merkez&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-49278","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\/49278","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=49278"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/49278\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=49278"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=49278"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=49278"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}