{"id":8395,"date":"2011-12-02T02:48:20","date_gmt":"2011-12-01T23:48:20","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=8395"},"modified":"2011-12-02T02:48:20","modified_gmt":"2011-12-01T23:48:20","slug":"paranin-yukselisi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/paranin-yukselisi\/","title":{"rendered":"Paran\u0131n Y\u00fckseli\u015fi"},"content":{"rendered":"<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir.jpg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-medium wp-image-2414\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir-225x300.jpg\" alt=\"\" width=\"158\" height=\"210\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir-225x300.jpg 225w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir-768x1024.jpg 768w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir-300x400.jpg 300w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir-37x50.jpg 37w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/07\/\u00f6merdemir.jpg 1772w\" sizes=\"auto, (max-width: 158px) 100vw, 158px\" \/><\/a>Sinema d\u00fcnyas\u0131 reel hayat\u0131n hep \u00f6n\u00fcne ge\u00e7mi\u015f ,yeni icatlar\u0131n \u00f6n\u00fcn\u00fc a\u00e7m\u0131\u015ft\u0131r. Ger\u00e7i\u00a0 ortada ne u\u00e7an araba, ne de uzay meki\u011fi var ama umutluyuz. 2012 filmini izleyenler hemen an\u0131msayacaklard\u0131r ,Maya takvimine g\u00f6re d\u00fcnyan\u0131n sonunun yakla\u015ft\u0131\u011f\u0131 g\u00fcnlerde t\u00fcm \u00fclke ba\u015fkanlar\u0131 ayn\u0131 gemide olma karar\u0131 alm\u0131\u015f ve yeni d\u00fcnyay\u0131 kurabilmek ad\u0131na ayn\u0131 gemide demir alarak ortak kadere ba\u015flang\u0131\u00e7 yapm\u0131\u015flard\u0131. Bug\u00fcn ya\u015fanan durum da\u00a0 2008 bat\u0131\u015f\u0131n\u0131n ard\u0131ndan art\u0131k ekonomi \u00e7arklar\u0131n\u0131n durma noktas\u0131na geldi\u011fi,kapitalizmin amiral gemisi olan t\u00fcketim harcamalar\u0131n\u0131n taban yapt\u0131\u011f\u0131, i\u015fsizli\u011fin t\u00fcketim toplumlar\u0131nda kal\u0131c\u0131 tahribat yaratt\u0131\u011f\u0131 ger\u00e7e\u011fiyle y\u00fczle\u015fen, aralar\u0131nda FED, ECB, Kanada,\u0130ngiltere, \u0130svi\u00e7re ve Japonya Merkez Bankalar\u0131n\u0131n,t\u00fcketim ekonomisinin \u00e7arklar\u0131n\u0131n tekrar hareket edebilmesi ad\u0131na\u00a0 finansal sisteme likidite\u00a0 pompalamak suretiyle ortak hareket etme karar\u0131, me\u00e7hule gidip\u00a0 g\u00fcvertesi su alan gemideki m\u00fcrettebat\u0131n,suyu d\u0131\u015far\u0131 atabilmek amac\u0131yla,olu\u015fturduklar\u0131\u00a0 koordineli\u00a0 \u00e7al\u0131\u015fmaya benziyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3614437907\"><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>D\u00fcnyan\u0131n \u00f6nde gelen 6 Merkez Bankas\u0131\u2019n\u0131n\u00a0 ald\u0131\u011f\u0131 karara g\u00f6re 5 Aral\u0131k 2011 Pazartesi g\u00fcn\u00fcnden itibaren \u015eubat 2013 \u2018e kadar Avrupa bankalar\u0131na, Swap i\u015flemleri arac\u0131l\u0131\u011f\u0131yla likidite aktar\u0131lacak. IMF\u2019in SDR de\u011ferleri \u00fczerindeki y\u00fczdelik dilimlerinin Yuan\u2019\u0131 dahil etme karar\u0131n\u0131n Yuan lehine tart\u0131\u015f\u0131ld\u0131\u011f\u0131 \u015fu ortamda\u00a0 pompalanacak likidite sadece USD de\u011fil, Japon Yeni ve \u0130svi\u00e7re Frang\u0131 alternatiflerinin bile d\u00fc\u015f\u00fcn\u00fclmesi AB\u2019nin 2012 beklentilerinin gittik\u00e7e k\u00f6t\u00fcle\u015fmesinin bir g\u00f6stergesi. Kulislerde bu\u00a0 karar\u0131n al\u0131nmas\u0131n\u0131n gerek\u00e7esi olarak S&amp;P\u2019nin, 37 b\u00fcy\u00fck bankan\u0131n kredi notunun d\u00fc\u015f\u00fcr\u00fclmesi ile AB\u2019de ki b\u00fcy\u00fck bir bankan\u0131n iflas ile kar\u015f\u0131 kar\u015f\u0131ya kald\u0131\u011f\u0131 haberlerinin etkili oldu\u011fu s\u00f6yleniyor. 2012 beklentileri \u00fclke MB\u2019lar\u0131n\u0131 umutsuz yapm\u0131\u015f olmal\u0131 ki t\u00fcketimin destek kayna\u011f\u0131, \u00c7in Merkez Bankas\u0131 \u2018da SWAP anla\u015fmas\u0131na zorunlu kar\u015f\u0131l\u0131k oranlar\u0131n\u0131 50 baz puan d\u00fc\u015f\u00fcrerek destek verdi. \u00c7in asl\u0131nda \u00fcretim noktas\u0131nda, ihracat\u0131n\u0131nn \u00f6nemli bir pazar\u0131 olan Avrupa\u2019ya yapt\u0131\u011f\u0131 sat\u0131\u015flar\u0131 d\u00fc\u015f\u00fcrmeme amac\u0131nda. \u00c7\u00fcnk\u00fc \u00c7in\u2019de ihracat\u0131n d\u00fc\u015fmesi ,dolay\u0131s\u0131yla b\u00fcy\u00fcme \u00fczerinde negative etki yaratacak ve d\u00fc\u015f\u00fck b\u00fcy\u00fcme rakamlar\u0131 \u00c7in ekonomisi \u00fczerinde bask\u0131 yapacakt\u0131r. Swap anla\u015fmas\u0131n\u0131n haberi ,y\u00fckselme trendi i\u00e7in bahane arayan borsalara umut kayna\u011f\u0131 olmaya yetti. \u0130lk etki olarak Avrupa ve ABD borsa endekslerinde %4\u2019\u00fc ge\u00e7en y\u00fckseli\u015f hareketi,Mart 2009\u2019dan bu yana en iyi y\u00fckseli\u015f ivmesi idi. Borsalar\u0131n y\u00fckselmesinin sebeplerinden biri de \u015f\u00fcphesiz ,Dolar bazl\u0131 Carry-Trade i\u015flemlerinin do\u011fal etkisi gere\u011fi Dolar de\u011fer kaybedince borsalarda ki al\u0131mlar olsa da, etkisi sadece bir g\u00fcn s\u00fcrd\u00fc ve ard\u0131ndan ABD\u2019den gelen gayet umut dolu ISM imalat sanayi verisine ra\u011fmen y\u00fckseli\u015fine devam edemedi. \u00c7\u00fcnk\u00fc piyasalar i\u00e7in ,Avrupa ,hala endi\u015fe kayna\u011f\u0131. SWAP anla\u015fmas\u0131n\u0131n yaratt\u0131\u011f\u0131 bayram havas\u0131n\u0131n bile 24 saat s\u00fcrmesi piyasan\u0131n beklentisinin \u00a0Merkez Bankalar\u0131n\u0131n koordineli ad\u0131mlar\u0131n\u0131n olmad\u0131\u011f\u0131n\u0131n g\u00f6stergesi.Kan\u0131mca piyasa sadece EFSF ve sorunlu \u00fclkeler konusunda somut bir ad\u0131m at\u0131lma\u0131\u011f\u0131 s\u00fcrecede hep diken \u00fcst\u00fcnde kalmaya devam edecek ve y\u00fckseli\u015fler trend havas\u0131na girilmeden kaybolacak.Hatta\u00a0 haftalard\u0131r beklenen 9 Aral\u0131k&#8217;taki liderler zirvesinde de EFSF ile ilgili somut ad\u0131m at\u0131lmaz ise yakla\u015fan Noel sebebi ile pozisyon kapama dalgas\u0131n\u0131 piyasalar yine sat\u0131\u015f f\u0131rsat\u0131 olarak kullanacak. S\u00fcrd\u00fcr\u00fclebilirli\u011fi art\u0131k tart\u0131\u015fmal\u0131 bir\u00a0 boyut kazanan\u00a0 AB\u2019nin tek problemin Yunanistan ve \u0130talya hatta PIIGS \u2018lerden ibaret olmad\u0131\u011f\u0131n\u0131n fark\u0131na var\u0131lmas\u0131n\u0131n ard\u0131ndan g\u00f6zler \u015fimdi \u0130spanya, Bel\u00e7ika ,Fransa\u2019da.Piyasalar s\u0131radaki en zay\u0131f halka i\u00e7in son kumar\u0131n\u0131 oynarken,siyasi ve h\u0131zl\u0131 karar mekanizmas\u0131n\u0131n i\u015flemeyi\u015fi nedeniyle tedavisi geciken\u00a0 Avrupa, bakal\u0131m kangren olmu\u015f ekonomisinini sa\u011fl\u0131kl\u0131 hale getirebilmek i\u00e7in yeni \u00f6nlemler alabilecekmi.<\/p>\n<p>\u0130\u00e7 piyasadaki al\u0131mlarda T\u00fcrkiye\u2019nin kredi notunun Moody\u2019s taraf\u0131ndan y\u00fckseltilece\u011fine dair haber spek\u00fclasyonununda etkisi vard\u0131 ama Moody\u2019s T\u00fcrkiye&#8217;nin i\u00e7 ve daha \u00f6nemlisi d\u0131\u015f dengesizliklerdeki b\u00fcy\u00fcmeyi tersine \u00e7evirecek mali ve parasal politikalar izlemesi halinde T\u00fcrkiye&#8217;nin notunda muhtemel bir art\u0131r\u0131m\u0131n olabilece\u011fi ,T\u00fcrkiye&#8217;nin \u00f6demeler dengesi \u015foklar\u0131na kar\u015f\u0131 direncini iyile\u015ftirecek d\u00f6viz rezervleri gibi tamponlar\u0131n\u0131 konsolide etmesi halinde de kredi notu i\u00e7in pozitif bask\u0131lar\u0131n olu\u015fabilece\u011fi haberi de bu umudu yersiz b\u0131rakt\u0131 . Sonu\u00e7 olarak, tarih tekerr\u00fcrden ibaret ise ,piyasalar \u00f6n\u00fcm\u00fczdeki hafta ba\u015f\u0131ndan itibaren art\u0131k sene sonu pozisyon kapamalar\u0131n\u0131n etkisi ile sat\u0131\u015f dalgas\u0131na girebilir,al\u0131m yaparken dikkatli olmak gerekir diye d\u00fc\u015f\u00fcn\u00fcyorum .<\/p>\n<p>&nbsp;<\/p>\n<p>\u00d6mer Demir<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sinema d\u00fcnyas\u0131 reel hayat\u0131n hep \u00f6n\u00fcne ge\u00e7mi\u015f ,yeni icatlar\u0131n \u00f6n\u00fcn\u00fc a\u00e7m\u0131\u015ft\u0131r. Ger\u00e7i\u00a0 ortada ne u\u00e7an araba, ne de uzay meki\u011fi var ama umutluyuz. 2012 filmini&hellip;<\/p>\n","protected":false},"author":1,"featured_media":8396,"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-8395","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\/8395","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=8395"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/8395\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/8396"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=8395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=8395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=8395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}