{"id":56972,"date":"2019-03-04T20:00:28","date_gmt":"2019-03-04T17:00:28","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=56972"},"modified":"2019-03-04T13:20:16","modified_gmt":"2019-03-04T10:20:16","slug":"enflasyondaki-kayip-maliyet","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/enflasyondaki-kayip-maliyet\/","title":{"rendered":"Enflasyondaki kay\u0131p maliyet"},"content":{"rendered":"<p>\u00dclkede ka\u011f\u0131t \u00fczerinde d\u00fc\u015fm\u00fc\u015f enflasyon rakamlar\u0131 tart\u0131\u015f\u0131l\u0131yor. Hatta en \u00e7ok enflasyon art\u0131\u015f\u0131n\u0131n sa\u011fl\u0131k grubunda olmas\u0131na ra\u011fmen, bir ay \u00f6nce sa\u011fl\u0131k harcamalar\u0131n\u0131n sepetteki a\u011f\u0131rl\u0131\u011f\u0131n\u0131n azalt\u0131lm\u0131\u015f olmas\u0131 bile g\u00f6z ard\u0131 edilerek&#8230;<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1219478444\"><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>Hat\u0131rlayacaks\u0131n\u0131z ya da hat\u0131rlamayanlara ben an\u0131msatay\u0131m, daha bir ay \u00f6nce enflasyon sepetinde de\u011fi\u015fikli\u011fe gidilerek, sa\u011fl\u0131k ve ula\u015ft\u0131rma giderlerinin hesaplamadaki a\u011f\u0131rl\u0131\u011f\u0131 azalt\u0131ld\u0131. Bunu da yazm\u0131\u015ft\u0131m. \u015eansa bak\u0131n ki en \u00e7ok enflasyon art\u0131\u015f\u0131 da sa\u011fl\u0131ktan geldi. Tesad\u00fcf tabi&#8230;<\/p>\n<p>Bakan Albayrak enflasyon hedeflerini tutturduklar\u0131 konusunda \u0131srarl\u0131. Ama resmi hedefin \u00fc\u00e7 kat\u0131ndan fazla bir noktada oldu\u011fumuz nedense g\u00f6z ard\u0131 ediliyor. Orta Vadeli Program\u0131 de\u011fi\u015ftirip Yeni Ekonomi Program\u0131 diye isimlendirince hedefler de ortadan kalkm\u0131\u015f m\u0131 oluyor? Hem de kendi ifadelerine g\u00f6re ekonomide ger\u00e7ekten hi\u00e7 bir sorun ya\u015fanmazken; her \u015fey f\u0131rsat\u00e7\u0131lar\u0131n ve d\u0131\u015f g\u00fc\u00e7lerin oyunuyken&#8230;<\/p>\n<p>Peki resmi hedeflere g\u00f6re maliyet ya da yat\u0131r\u0131m yapanlar\u0131n durumu ne olacak? \u00dczerine bir de dolar \/ TL hasar\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fczde, konkordatoya giden firmalar\u0131n say\u0131s\u0131n\u0131n 2 bin s\u0131n\u0131r\u0131na dayanmas\u0131na \u015fa\u015f\u0131rm\u0131yorsunuz.<\/p>\n<p>Her \u015feye ra\u011fmen psikolojik s\u0131n\u0131r olan y\u00fczde 20\u2019nin alt\u0131na \u00f6yle ya da b\u00f6yle inildi. Ne garip de\u011fil mi? Ge\u00e7en sene psikolojik s\u0131n\u0131r\u0131m\u0131z y\u00fczde 10\u2019du, bu sene y\u00fczde 20 oldu; ama enflasyon yok.<\/p>\n<p>Yine de ben de bu kervana kat\u0131l\u0131p mutlu olmak istiyorum. Ortadaki Ali Cengiz yakla\u015f\u0131mlar\u0131n\u0131n her birini g\u00f6z ard\u0131 ediyorum. Nihayet enflasyondaki d\u00fc\u015f\u00fc\u015f\u00fcn ba\u015flad\u0131\u011f\u0131na inanmak istiyorum. Fakat ortada her konuda kendimi kand\u0131rabilme ra\u011fmen, bir sorunun yan\u0131t\u0131n\u0131 bulam\u0131yorum.<\/p>\n<p>Meseleyi \u00fcretici ve t\u00fcketici enflasyonunu e\u015f zamanl\u0131 de\u011ferlendirdi\u011finizde ortaya kocaman bir soru i\u015fareti \u00e7\u0131k\u0131yor. Kas\u0131m itibariyle; yani sadece bir ka\u00e7 ay \u00f6nce enflasyonumuz t\u00fcketicide y\u00fczde 25,24 iken, \u00fcreticide y\u00fczde 45,01 idi. Yani ortada 20 puanl\u0131k fiyatlara yans\u0131t\u0131lamam\u0131\u015f bir maliyet vard\u0131.<\/p>\n<p>Son a\u00e7\u0131klanan verilerde bu oran\u0131n t\u00fcketicide y\u00fczde 19,67; \u00fcreticide de y\u00fczde 29,59 oldu\u011funu g\u00f6r\u00fcyoruz. Her ikisinin de d\u00fc\u015fm\u00fc\u015f olmas\u0131 sevindirici ama, halen ortada 10 puanl\u0131k bir fark var. Fiyatlar\u0131n biraz da i\u00e7 piyasadaki daralmadan geriledi\u011fine kendimizi ikna edebiliriz.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1283489585\"><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>Fakat soru ba\u015fka&#8230; Maliyet geri d\u00f6nd\u00fcr\u00fclebilir bir kavram de\u011fildir. Yani \u00fcretici maliyeti yediyse bunu k\u0131sa s\u00fcrede tersine d\u00f6nd\u00fcremez. Bunun tek bir yolu vard\u0131r; maliyeti fiyatlara yans\u0131tmak. Aksi takdirde sermaye erimesiyle birlikte piyasadan \u00e7ekilme yolu a\u00e7\u0131lm\u0131\u015f olur.<\/p>\n<p>\u0130hracat\u0131m\u0131z\u0131n artmas\u0131na kar\u015f\u0131n, stoktan mal sat\u0131\u015f\u0131 devam ediyor. Bu nedenle de yeniden \u00fcretime ge\u00e7ece\u011fimizde nas\u0131l bir foto\u011frafla kar\u015f\u0131 kar\u015f\u0131ya kalaca\u011f\u0131m\u0131z\u0131 bilmiyorum. Ama bize \u015funu g\u00f6steriyor ki, d\u00fc\u015fen kapasiteler gibi fakt\u00f6rlerle birle\u015ftirince imalat\u00e7\u0131n\u0131n \u00e7arklar\u0131 eskisi gibi \u00e7al\u0131\u015fm\u0131yor.<\/p>\n<p>Yani y\u00fcksek ihtimalle i\u00e7erideki mal da haz\u0131rdan sat\u0131l\u0131yor. E\u011fer b\u00f6yle de\u011filse iki ay i\u00e7erisinde maliyetler baz\u0131nda 20 puanl\u0131k fark nas\u0131l 10 puana d\u00fc\u015ft\u00fc? \u0130\u015fte ben bu sualin yan\u0131t\u0131n\u0131 bulam\u0131yorum.<\/p>\n<p>Aradaki makas\u0131n kapanmas\u0131 i\u00e7in \u00fcreticinin maliyetini fiyatlara yans\u0131tm\u0131\u015f olmas\u0131 gerekir. O zaman da t\u00fcketici enflasyonu bu noktalarda kalmaz. Y\u00fczde 30 \u2013 32 ortalamada bulu\u015fmalar\u0131 gerekir.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4111335376\"><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>Yans\u0131tm\u0131yorsa da sermaye erimesi s\u00fcr\u00fcyor demektir. Fakat sermayeyi eritseniz bile bu kadar k\u0131sa s\u00fcrede dramatik bir d\u00fc\u015f\u00fc\u015f\u00fcn yakalanmas\u0131 olanaks\u0131z. \u0130\u015fte enflasyonda \u015fu oldu, bu oldu tart\u0131\u015fmalar\u0131ndan \u00e7ok akl\u0131m\u0131 kurcalayan soru bu: Y\u00fczde 10\u2019luk maliyet fark\u0131 nerede?<\/p>\n<p><u><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/u><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00dclkede ka\u011f\u0131t \u00fczerinde d\u00fc\u015fm\u00fc\u015f enflasyon rakamlar\u0131 tart\u0131\u015f\u0131l\u0131yor. Hatta en \u00e7ok enflasyon art\u0131\u015f\u0131n\u0131n sa\u011fl\u0131k grubunda olmas\u0131na ra\u011fmen, bir ay \u00f6nce sa\u011fl\u0131k harcamalar\u0131n\u0131n sepetteki a\u011f\u0131rl\u0131\u011f\u0131n\u0131n azalt\u0131lm\u0131\u015f olmas\u0131&hellip;<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","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-56972","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\/56972","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=56972"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/56972\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=56972"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=56972"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=56972"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}