{"id":58960,"date":"2019-08-04T12:45:18","date_gmt":"2019-08-04T09:45:18","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=58960"},"modified":"2019-08-04T12:13:42","modified_gmt":"2019-08-04T09:13:42","slug":"trump-yine-yapti-yapacagini","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/trump-yine-yapti-yapacagini\/","title":{"rendered":"Trump yine yapt\u0131 yapaca\u011f\u0131n\u0131\u2026"},"content":{"rendered":"<p>&#8211; wp:paragraph &#8211;><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4029830834\"><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>\u0130\u00e7 ve d\u0131\u015f piyasalarda faiz indirimlerine ba\u011fl\u0131 iyimserlik zay\u0131flad\u0131. Di\u011fer g\u00fcndem konular\u0131 fiyatlanmaya ba\u015flad\u0131.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p>ABD Merkez Bankas\u0131 (Fed) ge\u00e7en hafta beklendi\u011fi \u00fczere 11 y\u0131l sonra \u00e7eyrek puanl\u0131k faiz indirimine gitti. Ancak toplant\u0131 sonras\u0131 Fed Ba\u015fkan\u0131 Powell\u2019in ileriye d\u00f6n\u00fck faiz politikas\u0131 hakk\u0131ndaki \u00e7eli\u015fkili a\u00e7\u0131klamalar\u0131 piyasalar\u0131 dalgaland\u0131rd\u0131. Oysa Fed\u2019in piyasalarla ileti\u015fimi genelde iyi olmu\u015ftur. Bu a\u00e7\u0131dan Powell\u2019in son tavr\u0131 bunu g\u00f6lgeledi. Faiz indirimlerinin gerek\u00e7esi ekonomiye destek vermek. TCMB\u2019nin de \u00f6yle. Merkez Bankas\u0131\u2019n\u0131n 4.25 puanl\u0131k faiz indirimi sonras\u0131 ba\u015fta konut sekt\u00f6r\u00fc olmak \u00fczere reel sekt\u00f6rde bir hareketlilik bekleniyor. Bir\u00e7ok banka kredi faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrerek bu hamleye hemen cevap verdi. Ziraat Bankas\u0131 ve Vak\u0131fbank konut kredisini y\u00fczde 1\u2019in alt\u0131na \u00e7ekti. Mevduat faizinin alt\u0131nda kredi faizi ciddi bir s\u00fcbvansiyon asl\u0131nda. Bakal\u0131m, faiz indirimlerinin ekonomideki canlanmaya veya talebi uyand\u0131rmaya katk\u0131s\u0131 ne \u00f6l\u00e7\u00fcde olacak? \u0130\u015fsizlik, sat\u0131n alma g\u00fcc\u00fcndeki zay\u0131flama, hane halk\u0131n\u0131n y\u00fcksek bor\u00e7 yap\u0131s\u0131 bu beklentiyi t\u00f6rp\u00fcleyecek geli\u015fmeler. Ancak \u00f6zellikle lokomotif sekt\u00f6rlerden konutta ertelenen talepleri de dikkate almak gerekir. TCMB\u2019nin faiz hamlesi sonras\u0131 piyasa faiz oranlar\u0131 ve d\u00f6viz kurlar\u0131nda bir gev\u015feme g\u00f6r\u00fcld\u00fc.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:4} &#8211;><\/p>\n<h4>ENFLASYON VER\u0130LER\u0130<\/h4>\n<p>&#8211; \/wp:heading &#8211;><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4089766788\"><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>&#8211; wp:paragraph &#8211;><\/p>\n<p>Bankalardaki d\u00f6viz mevduat\u0131nda bir \u00e7\u00f6z\u00fclme var m\u0131 sorusunun cevab\u0131 a\u00e7\u0131s\u0131ndan \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde BDDK verileri yak\u0131ndan takip edilecek. Ancak TCMB verilerine g\u00f6re faiz indiriminin ger\u00e7ekle\u015fti\u011fi 26 Temmuz haftas\u0131 hem hisse senetleri hem de tahvil bono taraf\u0131na yakla\u015f\u0131k 240 milyon dolarl\u0131k yabanc\u0131 giri\u015fi g\u00f6r\u00fcl\u00fcyor. Ayr\u0131ca Hazine ve Maliye Bakan\u0131 Albayrak, \u201cMay\u0131stan bu yana 10 milyar dolar yabanc\u0131 giri\u015fi oldu\u201d dedi. 9 A\u011fustos\u2019ta a\u00e7\u0131klanacak \u201c\u00f6demeler dengesi tablosu\u201d bu a\u00e7\u0131dan da \u00f6nemli olacak. D\u00f6viz kurlar\u0131ndaki d\u00fc\u015f\u00fc\u015ften bir giri\u015f ve sat\u0131\u015f bask\u0131s\u0131 oldu\u011fu anla\u015f\u0131l\u0131yor. TCMB\u2019nin yeni ba\u015fkan\u0131 Uysal, bas\u0131nla ilk bulu\u015fmas\u0131 olan enflasyon raporu sunumunda, 2019 enflasyon tahminini y\u00fczde 14.6\u2019dan 13.9\u2019a \u00e7ekti. Bu durum yeni faiz indirimleri gelebilir yorumlar\u0131n\u0131 da beraberinde getirdi. Fakat faiz indirimleri enflasyona \u00e7apalanm\u0131\u015f durumda. Yani enflasyondaki d\u00fc\u015f\u00fc\u015fler belirleyici olacak. Pazartesi temmuz enflasyon verileri a\u00e7\u0131klanacak.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4228747232\"><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>D\u0131\u015f g\u00fcndem de ise piyasalar\u0131n \u00f6ng\u00f6r\u00fclmeyen riski Trump yine sahne ald\u0131. ABD-\u00c7in ticaret g\u00f6r\u00fc\u015fmeleri yeni ba\u015flam\u0131\u015fken \u00c7in\u2019den ithal edilen \u00fcr\u00fcnlere 1 Eyl\u00fcl itibariyle 300 milyar dolarl\u0131k y\u00fczde 10\u2019luk ek g\u00fcmr\u00fck vergisi karar\u0131 a\u00e7\u0131klad\u0131. Bu a\u00e7\u0131klama sonras\u0131 k\u00fcresel ekonomideki durgunluk beklentileri tekrar alevlendi ve borsalar, petrol fiyat\u0131, ABD tahvil bono faiz oranlar\u0131 d\u00fc\u015ft\u00fc ve 10 y\u0131ll\u0131k bono faizi y\u00fczde 2\u2019nin alt\u0131na kayd\u0131. Faiz d\u00fc\u015f\u00fc\u015f\u00fc ve jeopolitik risklerdeki art\u0131\u015fa ba\u011fl\u0131 olarak g\u00fcvenli liman ihtiyac\u0131na binaen alt\u0131n fiyat\u0131 (ons\/dolar) y\u00fckseldi. Ertesi g\u00fcn ise Trump, \u201c\u00c7in olumlu hareketler sergilerse g\u00fcmr\u00fck tarifelerini erteleyebilir ya da durdurabilirim\u201d dedi ama pek bir yarar\u0131 olmad\u0131. Merkez bankalar\u0131ndan gelen faiz indirimleriyle birlikte ba\u015flayan kur sava\u015flar\u0131 tart\u0131\u015fmalar\u0131na \u015fimdi tekrardan ticaret sava\u015f\u0131 da eklendi. \u0130\u00e7 i\u00e7e ge\u00e7ti. Bu durum Fed ba\u015fta olmak \u00fczere merkez bankalar\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nem faiz politikalar\u0131n\u0131 nas\u0131l etkileyecek bakal\u0131m? Fed\u2019in \u00e7eyrek puanl\u0131k faiz indirimini be\u011fenmeyen Trump, belki de yeni faiz indirimlerini te\u015fvik i\u00e7in b\u00f6yle bir hamle yapm\u0131\u015f olmas\u0131n? \u0130yimserli\u011fin korunmas\u0131 a\u00e7\u0131s\u0131ndan yeni beklenti ihtiyac\u0131 hissedilmekle birlikte d\u0131\u015f kaynakl\u0131 geli\u015fmelere ba\u011fl\u0131 olarak piyasalarda temkinli bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131km\u0131\u015f durumda. <\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p><a href=\"http:\/\/bit.ly\/pb-borfin-temel-analiz-1\" rel=\"external nofollow noopener\" data-wpel-link=\"external\" target=\"_blank\"><span style=\"color: #3366ff;font-weight:bold;\">TEMEL ANAL\u0130Z \u0130LE NASIL H\u0130SSE SE\u00c7\u0130L\u0130R? UZMANINDAN HEMEN \u00d6\u011eRENMEYE BA\u015eLA!<\/span><\/a><\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:6} &#8211;><\/p>\n<h6>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.hurriyet.com.tr\/yazarlar\/zeynel-balci\/trump-yine-yapti-yapacagini-41292764\" target=\"_blank\" rel=\"noreferrer noopener nofollow external\" aria-label=\"TIKLAYINIZ (yeni sekmede a\u00e7\u0131l\u0131r)\" data-wpel-link=\"external\">TIKLAYINIZ<\/a>.<\/h6>\n<p>&#8211; \/wp:heading &#8211;><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8211; wp:paragraph &#8211;> \u0130\u00e7 ve d\u0131\u015f piyasalarda faiz indirimlerine ba\u011fl\u0131 iyimserlik zay\u0131flad\u0131. Di\u011fer g\u00fcndem konular\u0131 fiyatlanmaya ba\u015flad\u0131. &#8211; \/wp:paragraph &#8211;> &#8211; wp:paragraph &#8211;> ABD Merkez&hellip;<\/p>\n","protected":false},"author":3947,"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":[808,801,2191],"class_list":["post-58960","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi","tag-zeynel-balci-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/58960","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\/3947"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=58960"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/58960\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=58960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=58960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=58960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}