{"id":5929,"date":"2011-10-04T09:30:52","date_gmt":"2011-10-04T06:30:52","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=5929"},"modified":"2011-10-04T09:31:00","modified_gmt":"2011-10-04T06:31:00","slug":"nerede-kalmistik","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/nerede-kalmistik\/","title":{"rendered":"Nerede Kalm\u0131\u015ft\u0131k?"},"content":{"rendered":"<p>Ge\u00e7en hafta okulu a\u00e7t\u0131k. \u201c\u015eu \u00f6\u011frenciler olmasa&#8230;\u201d diye hay\u0131flanan Osmanl\u0131 Maarif Naz\u0131r\u0131n\u0131 her sonbahar anar\u0131m. Bu y\u0131l iki yeni derse ba\u015flad\u0131m. Neticede k\u00f6\u015fe yaz\u0131s\u0131 yazmad\u0131\u011f\u0131m g\u00fcnlerde onlar\u0131 haz\u0131rlard\u0131m.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1045372329\"><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>Aradan zaman ge\u00e7ti\u011fine g\u00f6re hat\u0131rlatmakta yarar var. Son yaz\u0131mda milli gelir verilerine bakt\u0131m. \u00d6zel kesim makine-te\u00e7hizat yat\u0131r\u0131mlar\u0131ndaki art\u0131\u015fa dikkat \u00e7ektim. Arada kriz \u00e7\u0131kmazsa kald\u0131\u011f\u0131m yerden devam ederim dedim.<\/p>\n<p>Kriz \u00e7\u0131kt\u0131 m\u0131? S\u00f6zc\u00fc\u011fe verilen anlama ba\u011fl\u0131d\u0131r. Karine olarak Lehman Biraderlerin bat\u0131\u015f\u0131n\u0131 al\u0131rsak kesinlikle \u201chay\u0131r\u201d diyebiliriz. Buna kar\u015f\u0131l\u0131k k\u00fcresel mali piyasalarda y\u00fcksek volatilite devam etti. T\u00fcrkiye de k\u0131smen etkilendi.<\/p>\n<p>Velhas\u0131l yazacak \u00e7ok konu birikti.<\/p>\n<p><strong>\u201cKorkun\u201d<\/strong><\/p>\n<p>Ba\u015fl\u0131k benim de\u011fil; The Economist\u2019in bu hafta \u00e7\u0131kan say\u0131s\u0131n\u0131n kapa\u011f\u0131nda yer al\u0131yor. Bir girdap resminin \u00fczerindeki metin \u015f\u00f6yle: \u201cPolitikac\u0131lar d\u00fcnya ekonomisi hakk\u0131nda fiilen bir \u015fey yapmad\u0131klar\u0131 takdirde KORKUN\u201d.<\/p>\n<p>\u201cKorkunun ecele yarar\u0131 yok\u201d denir. Asl\u0131nda tam \u00f6yle de\u011fildir. De\u011fi\u015fen ko\u015fullara uyum sa\u011flamak daima me\u015fakkatlidir. \u0130nsan eski al\u0131\u015fkanl\u0131klar\u0131n\u0131 s\u00fcrd\u00fcrmeye \u00e7al\u0131\u015f\u0131r. De\u011fi\u015fmeyi bir t\u00fcrl\u00fc kabullenemez. Bir \u015fekilde zorlanmas\u0131 gerekir.<\/p>\n<p>Zaten \u201ckriz\u201d s\u00f6zc\u00fc\u011f\u00fc ile \u00f6zetlenen s\u00fcrecin i\u015flevi de budur. Ola\u011fan gidi\u015fatta kopu\u015fa yol a\u00e7ar. \u0130nsanlar\u0131 stat\u00fckonun s\u00fcrd\u00fcr\u00fclemeyece\u011fine ikna eder. Nas\u0131l? Korkutarak.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2833577943\"><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>Atas\u00f6z\u00fcndeki gibi, \u201c\u00f6l\u00fcm\u00fc g\u00f6sterir, s\u0131tmaya raz\u0131 eder\u201d.<\/p>\n<p>Uzun s\u00fcredir vurguluyorum. K\u00fcresel kriz d\u00fcnya ekonomisinde biriken reel dengesizliklerden kaynakland\u0131. Parasal operasyonlar kozmetikti. D\u00fczeltmeye yetmedi. Siyaseten zor tercihler gerekiyordu. O g\u00fcn art\u0131k gelmi\u015fe benziyor.<\/p>\n<p>Bir hususun \u00e7ok iyi anla\u015f\u0131lmas\u0131 gerekiyor. Sorunlar teknik de\u011fildir. Siyasidir. Siyasi iradenin olu\u015fmas\u0131 halinde elde \u00e7ok say\u0131da teknik \u00e7\u00f6z\u00fcm alternatifi vard\u0131r. Euro b\u00f6lgesinde \u00e7ok net g\u00f6r\u00fcl\u00fcyor. ABD-\u00c7in bilek g\u00fcre\u015fi i\u00e7in de \u00f6yledir.<\/p>\n<p>Belli ki \u00f6n\u00fcm\u00fczdeki d\u00f6nemde k\u00fcresel konjonkt\u00fcre yer ay\u0131rmam\u0131z gerekiyor.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4250744659\"><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><strong>Yumu\u015fak ini\u015f<\/strong><\/p>\n<p>Gelelim T\u00fcrkiye\u2019ye. Suskun g\u00fcnlerimde \u00fc\u00e7 \u00f6nemli veri yay\u0131nland\u0131. B\u00fct\u00e7e y\u0131l\u0131n ilk sekiz ay\u0131nda fazla verdi.<\/p>\n<p>A\u011fustosta ihracat art\u0131\u015f\u0131 ithalat\u0131n \u00fczerine \u00e7\u0131kt\u0131. Ve eyl\u00fcl enflasyonu beklentilere paralel geldi.<\/p>\n<p>Di\u011fer yandan, k\u00fcresel gerginlik vatanda\u015f\u0131n yak\u0131ndan izledi\u011fi iki g\u00f6stergeyi etkiledi. Euro iki haftada 1.43 dolardan 1.33 dolara geriledi. \u0130\u00e7eride dolar 1.76 TL\u2019den 1.86 TL\u2019ye y\u00fckseldi. Sepet kur ilk kez 2.19 TL\u2019yi g\u00f6rd\u00fc.<\/p>\n<p>\u0130ktisat politikas\u0131 tart\u0131\u015fmalar\u0131 ise s\u00fcrd\u00fc. IMF raporu \u201cs\u0131cak parac\u0131lar\u0131\u201d destekledi. Mevcudu ele\u015ftirip eskiye d\u00f6n\u00fc\u015f \u00f6nerdi. Merkez Bankas\u0131 Ba\u015fkan\u0131 Ba\u015f\u00e7\u0131 ise \u201ckurcular\u0131\u201d sevindirdi. TL\u2019de de\u011fer kayb\u0131n\u0131 sahiplendi. \u201cYumu\u015fak ini\u015fi\u201d kolayla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>Velhas\u0131l i\u00e7 konjonkt\u00fcr de son derece ilgin\u00e7 bir d\u00f6nemece girdi. Yeni sezon heyecanl\u0131 ge\u00e7ece\u011fe benziyor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en hafta okulu a\u00e7t\u0131k. \u201c\u015eu \u00f6\u011frenciler olmasa&#8230;\u201d diye hay\u0131flanan Osmanl\u0131 Maarif Naz\u0131r\u0131n\u0131 her sonbahar anar\u0131m. Bu y\u0131l iki yeni derse ba\u015flad\u0131m. Neticede k\u00f6\u015fe yaz\u0131s\u0131 yazmad\u0131\u011f\u0131m&hellip;<\/p>\n","protected":false},"author":13,"featured_media":919,"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":[],"class_list":["post-5929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/5929","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\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=5929"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/5929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/919"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=5929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=5929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=5929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}