{"id":51213,"date":"2017-09-14T07:50:25","date_gmt":"2017-09-14T04:50:25","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=51213"},"modified":"2017-09-14T07:50:25","modified_gmt":"2017-09-14T04:50:25","slug":"ali-agaoglu-ppkda-faiz-iner-mi-sulandirici-pihtilastirici-ayni-kapsulde","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ali-agaoglu-ppkda-faiz-iner-mi-sulandirici-pihtilastirici-ayni-kapsulde\/","title":{"rendered":"Ali A\u011fao\u011flu – PPK\u2019da faiz iner mi? Suland\u0131r\u0131c\u0131 p\u0131ht\u0131la\u015ft\u0131r\u0131c\u0131 ayn\u0131 kaps\u00fclde"},"content":{"rendered":"
Dolar, bir s\u00fcredir kar\u015f\u0131s\u0131ndaki hemen her \u015feye kar\u015f\u0131 de\u011fer kaybediyor. Para birimleri, geli\u015fen, geli\u015fmi\u015f hemen hepsi dolara kar\u015f\u0131 de\u011fer kazan\u0131yor. D\u00fc\u015fen dolar nedeniyle emtia fiyatlar\u0131 dolar baz\u0131nda zamlan\u0131yor. ABD\u2019deki Harvey ve Irma kas\u0131rgalar\u0131 ve Trump etkenleri nedeniyle Fed\u2019in Aral\u0131k ay\u0131nda dahi faiz art\u0131r(a)mama ihtimali fiyatlan\u0131yor. ABD tahvil getirileri bu y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi.Geli\u015fen \u00fclkelerden Rusya ve Brezilya faiz indirirken, biz geli\u015fen \u00fclkelerin en y\u00fcksek nominal faizini vermeye devam ediyoruz. Y\u0131l\u0131n ba\u015f\u0131nda faiz art\u0131rmamakta inat ettikten sonra Ge\u00e7 Likidite Penceresi\u2019nin \u201cyeniden ke\u015ffi\u201d ile \u201ci\u015fg\u00f6ren faizimizi\u201d 400 baz puan art\u0131rarak y\u00fczde 12\u2019lere yerle\u015ftirmi\u015ftik.<\/p>