{"id":646,"date":"2011-06-01T10:40:56","date_gmt":"2011-06-01T07:40:56","guid":{"rendered":"http:\/\/www.bilgeyatirimci.net\/?p=646"},"modified":"2011-06-04T19:35:49","modified_gmt":"2011-06-04T16:35:49","slug":"haziran%e2%80%99da-ralli-beklemeyin","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/haziran%e2%80%99da-ralli-beklemeyin\/","title":{"rendered":"Haziran\u2019da Ralli Beklemeyin"},"content":{"rendered":"<p>Ben bu sat\u0131rlar\u0131 yazarken \u0130MKB-100 %3\u2019e yak\u0131n prim yapm\u0131\u015ft\u0131.\u00a0 Harikulade!! Hemen sat\u0131n, dolara d\u00f6n\u00fcn. Alt\u0131n al\u0131n, \u00e7\u00fcnk\u00fc bu yaz boyunca risk i\u015ftah\u0131 d\u00fc\u015f\u00fck kalabilir, T\u00fcrkiye ise art\u0131k amat\u00f6r k\u00fcmeye d\u00fc\u015fmek \u00fczere. Ama, dip\u00e7iler i\u00e7in yaz s\u0131ca\u011f\u0131nda\u00a0 b\u00fcy\u00fck f\u0131rsatlar \u00e7\u0131kacak.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2370481278\"><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>Geli\u015fmi\u015f \u00fclkeler iki b\u00fcy\u00fck sorunla cebelle\u015firken, bug\u00fcn ya\u015fad\u0131\u011f\u0131m\u0131z gibi ralliler \u201cdead cat bounce\u2019dur\u201d kal\u0131c\u0131 olmaz.\u00a0 Birincisi, k\u00fcresel b\u00fcy\u00fcmede bir \u201c\u00e7amurlu tarlaya saplanma\u201d yani daha fazla h\u0131z kazanamad\u0131\u011f\u0131m\u0131z i\u00e7in yava\u015flama d\u00f6nemi ba\u015flad\u0131. \u00a0\u00a0Bu asl\u0131nda hi\u00e7 de \u015fa\u015f\u0131rt\u0131c\u0131 de\u011fil.\u00a0 Orta Do\u011fu ve Kuzey Afrika isyanlar\u0131n\u0131n petrol fiyatlar\u0131 \u00fcst\u00fcndeki bask\u0131s\u0131, Japon depremi, ABD\u2019den \u00c7in\u2019e t\u00fcm d\u00fcnyada \u00fcretimi ve tar\u0131msal mahsul\u00fc vuran tabii afetlerin ac\u0131s\u0131 \u00e7\u0131kacakt\u0131.\u00a0 \u015eimdi \u00e7\u0131k\u0131yor. \u00a0\u00a0May\u0131s boyunca b\u00fcy\u00fck yat\u0131r\u0131m bankalar\u0131 2011-2012 ABD b\u00fcy\u00fcme tahminlerini Fed\u2019in m\u00fctevazi hedeflerinin bile alt\u0131na revize ettiler. AB\u2019de hen\u00fcz bu denli yo\u011fun bir negatif revizyon furyas\u0131 yok, ama son gelen veriler (mesela, Alman Nisan perakende sat\u0131\u015flar) zaten yeterince moral bozucu.<\/p>\n<p>\u0130kincisi,\u00a0 b\u00fct\u00fcn geli\u015fmi\u015f \u00fclkelerde envai \u00e7e\u015fit bor\u00e7 sorunu var.\u00a0 ABD\u2019de kamu borcu\/GSYIH hala s\u00fcrd\u00fcr\u00fclebilir boyutta, ama art\u0131k b\u00fct\u00e7e a\u00e7\u0131klar\u0131n\u0131n kesin kontrol alt\u0131na al\u0131nmas\u0131 laz\u0131m. Demokratlar\u2019la Cumhuriyet\u00e7iler herhalde uzla\u015f\u0131r, ama birbirlerinden ufac\u0131k da olsa taviz koparmak i\u00e7in piyasalar\u0131 panikten titretecek numaralar sergileyecek.\u00a0 Amerikal\u0131 fon y\u00f6neticileri bu Broadway oyununa al\u0131\u015f\u0131k olabilir, ama yabanc\u0131 yat\u0131r\u0131mc\u0131lar neme laz\u0131m diyip dolar ve ABD D\u0130BS satar.<\/p>\n<p>Avrupa\u2019da ise bug\u00fcn sevin\u00e7 Berlin Atina\u2019ya ikinci krediyi onaylayacak diye patlad\u0131 birden.\u00a0 Verse ne olur vermese ne olur?\u00a0 Yunan sorunu art\u0131k Portekiz ve \u0130rlanda\u2019n\u0131n ard\u0131ndan \u0130spanya, \u0130talya ve Bel\u00e7ika\u2019ya da yay\u0131l\u0131yor. \u00a0Seneye EFSF\u2019nin yerine ESM kanunla\u015ft\u0131r\u0131lacak, o zaman alacakl\u0131lar\u0131n paralar\u0131n\u0131 kurtarmak i\u00e7in nas\u0131l PIIGS varl\u0131\u011f\u0131 satt\u0131\u011f\u0131n\u0131 g\u00f6rece\u011fiz.\u00a0 PIIGS zengin \u00fclkelerden fakir \u00fclkelere daha fazla servet transferi ile \u00e7\u00f6z\u00fclecek bir sorun de\u011fil.\u00a0 Yap\u0131sal uyum, bankac\u0131l\u0131k sekt\u00f6r\u00fcnde reform ve en \u00f6nemlisi Almanya ile \u00e7evre ekonomiler aras\u0131ndaki rekabet g\u00fcc\u00fc ve \u00fccret disiplini u\u00e7urumunu giderecek form\u00fcller laz\u0131m.\u00a0 Yunanistan ay sonunda kurtar\u0131lsa da, A\u011fustos\u2019da \u0130rlanda\u2019n\u0131n ek kredi istedi\u011fini g\u00f6rece\u011fiz.<\/p>\n<p>Makalenin tamam\u0131n\u0131 okumak i\u00e7in <a href=\"http:\/\/www.ekonomihaberyorum.com\/haziran%E2%80%99da-ralli-beklemeyin\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">BURAYI<\/a> ziyaret ediniz.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ben bu sat\u0131rlar\u0131 yazarken \u0130MKB-100 %3\u2019e yak\u0131n prim yapm\u0131\u015ft\u0131.\u00a0 Harikulade!! Hemen sat\u0131n, dolara d\u00f6n\u00fcn. Alt\u0131n al\u0131n, \u00e7\u00fcnk\u00fc bu yaz boyunca risk i\u015ftah\u0131 d\u00fc\u015f\u00fck kalabilir, T\u00fcrkiye&hellip;<\/p>\n","protected":false},"author":11,"featured_media":927,"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-646","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\/646","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=646"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/646\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/927"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}