{"status":true,"post":{"id":13847,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:32:08","created_at":"2016-05-29T21:00:00.000000Z","updated_at":"2022-10-21T06:32:08.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":13847,"is_featured":0,"title":"Ekonomi bir s\u0131nav\u0131 daha ba\u015far\u0131yla atlatt\u0131","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Yurti\u00e7i piyasalar a\u00e7\u0131s\u0131ndan 23 May\u0131s 2015 g\u00fcn\u00fc \u00e7ok kritik bir g\u00fcnd\u00fc. Hem yeni kabinenin ilan\u0131 hem de Merkez Bankas\u0131 PPK kararlar\u0131 uzun s\u00fcredir piyasalar\u0131n kafas\u0131n\u0131 kurcalayan ana ba\u015fl\u0131klard\u0131. Piyasalar\u0131 ikna edecek bir form\u00fclle siyasi belirsizlik atlat\u0131lm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Yeni kabinede ekonomi ile ilgili bakanl\u0131klar noktas\u0131ndaki soru i\u015faretleri \u015fimdilik da\u011f\u0131lm\u0131\u015f oldu. Mehmet \u015eim\u015fek kabinede kald\u0131, ayr\u0131ca ekonomiden sorumlu isimlere genel olarak bakt\u0131\u011f\u0131m\u0131zda piyasalar\u0131n prim verece\u011fi \u0131l\u0131ml\u0131 isimler oldu\u011funu g\u00f6rd\u00fck. Ayr\u0131ca Ba\u015fbakan Binali Y\u0131ld\u0131r\u0131m\u2019\u0131n belirtti\u011fi yat\u0131r\u0131mc\u0131lara ve \u00f6zel sekt\u00f6re te\u015fvikler, b\u00fcy\u00fcmeye olan bak\u0131\u015f a\u00e7\u0131s\u0131, mali disiplin noktas\u0131nda taviz vermemesi, cari a\u00e7\u0131\u011f\u0131 ihracatla kapatma hedefleri gibi ba\u015fl\u0131klar piyasalar i\u00e7in olumlu a\u00e7\u0131klamalard\u0131.<\/span><\/p>  <p><span class=\"large\">Dolay\u0131s\u0131yla bu a\u00e7\u0131klamalar\u0131n akabinde h\u0131zla T\u00fcrk Liras\u0131\u2019n\u0131n sepet baz\u0131nda de\u011fer kazand\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. Yani hem Euro hem de dolar, T\u00fcrk Liras\u0131 kar\u015f\u0131s\u0131nda de\u011fer yitirdi.<\/span><\/p>  <p><span class=\"large\"><strong>Merkez koridoru daralt\u0131yor<\/strong><\/span><\/p>  <p><span class=\"large\">PPK toplant\u0131s\u0131nda Merkez Bankas\u0131 piyasan\u0131n bekledi\u011fi gibi koridorun \u00fcst band\u0131nda 50 BP indirime giderek faizi 9.5\u2019e \u00e7ekmi\u015f oldu.<\/span><\/p>  <p><span class=\"large\">Burada \u00f6nemli olan Merkez Bankas\u0131\u2019n\u0131n yava\u015f yava\u015f koridoru daralt\u0131yor ve sadele\u015ftirme anlam\u0131nda fonlama maliyetine getirme hedefini s\u00fcrd\u00fcr\u00fcyor olmas\u0131yd\u0131. Art\u0131k bundan sonra daha \u00f6l\u00e7\u00fcl\u00fc ve dikkatli davranacakt\u0131r. \u00c7\u00fcnk\u00fc global risklere dikkat \u00e7ekmeye devam ediyor, s\u0131k\u0131 para politikas\u0131na vurgu yapmaya devam ediyor. Bu piyasalar i\u00e7in rasyonel bir hareket. Zira Fed faiz art\u0131r\u0131m\u0131n\u0131n yo\u011fun olarak konu\u015fuldu\u011fu \u015fu d\u00f6nemde global fon ak\u0131mlar\u0131ndaki hareketi nedeniyle faizleri tekrar y\u00fckseltmek zorunda da kalabilir. Ahmet Davuto\u011flu\u2019nun istifas\u0131n\u0131n oldu\u011fu g\u00fcn d\u00f6viz sepeti 3 TL civar\u0131ndayd\u0131. Oysa bug\u00fcnlerde h\u00e2l\u00e2 bu seviyelerin olduk\u00e7a \u00fczerinde. Bu durum \u015fimdilik d\u00f6vizin d\u00fc\u015fmesi ihtimalini art\u0131r\u0131rken, hen\u00fcz kafalardaki soru i\u015faretlerinin tam olarak da\u011f\u0131lmad\u0131\u011f\u0131n\u0131 da g\u00f6steriyor olmas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemlidir.<\/span><\/p>  <p><span class=\"large\"><strong>Global piyasalar\u0131n etkisi<\/strong><\/span><\/p>  <p><span class=\"large\">\u00d6zet olarak, global piyasalar taraf\u0131nda Fed yakla\u015f\u0131rken dolar \u00e7ok \u00f6nemli bir de\u011fer kazanmad\u0131k\u00e7a ve buna ba\u011fl\u0131 olarak dolar endeksi 98.00-100.00 band\u0131na gelmedik\u00e7e ya da Avrupa, \u00c7in kaynakl\u0131 herhangi bir ba\u015fl\u0131kla global piyasalar negatif ortama ilerlemedik\u00e7e i\u00e7sel dinamiklerin daha \u00f6ng\u00f6r\u00fclebilir oldu\u011fu bir ortamda biz en az\u0131ndan dolar\/TL\u2019de 2.88-2.90 band\u0131n\u0131n bir kez daha test edilebilece\u011fini, oran\u0131n alt\u0131n\u0131n global \u015fartlara ba\u011fl\u0131 olarak yeniden m\u00fcmk\u00fcn olabilece\u011fini d\u00fc\u015f\u00fcnebiliriz. Ancak, yine de temkinli olmak gerekiyor. \u00c7\u00fcnk\u00fc Fed yakla\u015ft\u0131k\u00e7a global \u015fartlara ba\u011fl\u0131 olarak, 2.95\u2019in \u00fczerine t\u0131rman\u0131p yeniden 3\u2019lerin g\u00f6r\u00fclmesi yeni bir rekor anlam\u0131na da gelebilir.<\/span><\/p>  <p><span class=\"large\">Bu arada g\u00f6sterge tahvillerinde mevcut geli\u015fmelere ba\u011fl\u0131 olarak bir miktar faiz d\u00fc\u015f\u00fc\u015f\u00fc olsa da kredilerde faizlerin d\u00fc\u015fmesi TL likiditesinin d\u00f6vize y\u00f6nelmemesi, tahvil faizlerinde kal\u0131c\u0131 bir gev\u015feme olmas\u0131na ba\u011fl\u0131d\u0131r. Enflasyonda y\u00fckseli\u015f olmamas\u0131 da son derece \u00f6nemlidir.<\/span><\/p>  \t\t\t\t","slug":"ekonomi-bir-sinavi-daha-basariyla-atlatti","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Ekonomi bir s\u0131nav\u0131 daha ba\u015far\u0131yla atlatt\u0131","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":121,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":13946,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":13847,"locale":"tr","category_id":73,"title":"Ekonomi bir s\u0131nav\u0131 daha ba\u015far\u0131yla atlatt\u0131","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Yurti\u00e7i piyasalar a\u00e7\u0131s\u0131ndan 23 May\u0131s 2015 g\u00fcn\u00fc \u00e7ok kritik bir g\u00fcnd\u00fc. Hem yeni kabinenin ilan\u0131 hem de Merkez Bankas\u0131 PPK kararlar\u0131 uzun s\u00fcredir piyasalar\u0131n kafas\u0131n\u0131 kurcalayan ana ba\u015fl\u0131klard\u0131. Piyasalar\u0131 ikna edecek bir form\u00fclle siyasi belirsizlik atlat\u0131lm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Yeni kabinede ekonomi ile ilgili bakanl\u0131klar noktas\u0131ndaki soru i\u015faretleri \u015fimdilik da\u011f\u0131lm\u0131\u015f oldu. Mehmet \u015eim\u015fek kabinede kald\u0131, ayr\u0131ca ekonomiden sorumlu isimlere genel olarak bakt\u0131\u011f\u0131m\u0131zda piyasalar\u0131n prim verece\u011fi \u0131l\u0131ml\u0131 isimler oldu\u011funu g\u00f6rd\u00fck. Ayr\u0131ca Ba\u015fbakan Binali Y\u0131ld\u0131r\u0131m\u2019\u0131n belirtti\u011fi yat\u0131r\u0131mc\u0131lara ve \u00f6zel sekt\u00f6re te\u015fvikler, b\u00fcy\u00fcmeye olan bak\u0131\u015f a\u00e7\u0131s\u0131, mali disiplin noktas\u0131nda taviz vermemesi, cari a\u00e7\u0131\u011f\u0131 ihracatla kapatma hedefleri gibi ba\u015fl\u0131klar piyasalar i\u00e7in olumlu a\u00e7\u0131klamalard\u0131.<\/span><\/p>  <p><span class=\"large\">Dolay\u0131s\u0131yla bu a\u00e7\u0131klamalar\u0131n akabinde h\u0131zla T\u00fcrk Liras\u0131\u2019n\u0131n sepet baz\u0131nda de\u011fer kazand\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. Yani hem Euro hem de dolar, T\u00fcrk Liras\u0131 kar\u015f\u0131s\u0131nda de\u011fer yitirdi.<\/span><\/p>  <p><span class=\"large\"><strong>Merkez koridoru daralt\u0131yor<\/strong><\/span><\/p>  <p><span class=\"large\">PPK toplant\u0131s\u0131nda Merkez Bankas\u0131 piyasan\u0131n bekledi\u011fi gibi koridorun \u00fcst band\u0131nda 50 BP indirime giderek faizi 9.5\u2019e \u00e7ekmi\u015f oldu.<\/span><\/p>  <p><span class=\"large\">Burada \u00f6nemli olan Merkez Bankas\u0131\u2019n\u0131n yava\u015f yava\u015f koridoru daralt\u0131yor ve sadele\u015ftirme anlam\u0131nda fonlama maliyetine getirme hedefini s\u00fcrd\u00fcr\u00fcyor olmas\u0131yd\u0131. Art\u0131k bundan sonra daha \u00f6l\u00e7\u00fcl\u00fc ve dikkatli davranacakt\u0131r. \u00c7\u00fcnk\u00fc global risklere dikkat \u00e7ekmeye devam ediyor, s\u0131k\u0131 para politikas\u0131na vurgu yapmaya devam ediyor. Bu piyasalar i\u00e7in rasyonel bir hareket. Zira Fed faiz art\u0131r\u0131m\u0131n\u0131n yo\u011fun olarak konu\u015fuldu\u011fu \u015fu d\u00f6nemde global fon ak\u0131mlar\u0131ndaki hareketi nedeniyle faizleri tekrar y\u00fckseltmek zorunda da kalabilir. Ahmet Davuto\u011flu\u2019nun istifas\u0131n\u0131n oldu\u011fu g\u00fcn d\u00f6viz sepeti 3 TL civar\u0131ndayd\u0131. Oysa bug\u00fcnlerde h\u00e2l\u00e2 bu seviyelerin olduk\u00e7a \u00fczerinde. Bu durum \u015fimdilik d\u00f6vizin d\u00fc\u015fmesi ihtimalini art\u0131r\u0131rken, hen\u00fcz kafalardaki soru i\u015faretlerinin tam olarak da\u011f\u0131lmad\u0131\u011f\u0131n\u0131 da g\u00f6steriyor olmas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemlidir.<\/span><\/p>  <p><span class=\"large\"><strong>Global piyasalar\u0131n etkisi<\/strong><\/span><\/p>  <p><span class=\"large\">\u00d6zet olarak, global piyasalar taraf\u0131nda Fed yakla\u015f\u0131rken dolar \u00e7ok \u00f6nemli bir de\u011fer kazanmad\u0131k\u00e7a ve buna ba\u011fl\u0131 olarak dolar endeksi 98.00-100.00 band\u0131na gelmedik\u00e7e ya da Avrupa, \u00c7in kaynakl\u0131 herhangi bir ba\u015fl\u0131kla global piyasalar negatif ortama ilerlemedik\u00e7e i\u00e7sel dinamiklerin daha \u00f6ng\u00f6r\u00fclebilir oldu\u011fu bir ortamda biz en az\u0131ndan dolar\/TL\u2019de 2.88-2.90 band\u0131n\u0131n bir kez daha test edilebilece\u011fini, oran\u0131n alt\u0131n\u0131n global \u015fartlara ba\u011fl\u0131 olarak yeniden m\u00fcmk\u00fcn olabilece\u011fini d\u00fc\u015f\u00fcnebiliriz. Ancak, yine de temkinli olmak gerekiyor. \u00c7\u00fcnk\u00fc Fed yakla\u015ft\u0131k\u00e7a global \u015fartlara ba\u011fl\u0131 olarak, 2.95\u2019in \u00fczerine t\u0131rman\u0131p yeniden 3\u2019lerin g\u00f6r\u00fclmesi yeni bir rekor anlam\u0131na da gelebilir.<\/span><\/p>  <p><span class=\"large\">Bu arada g\u00f6sterge tahvillerinde mevcut geli\u015fmelere ba\u011fl\u0131 olarak bir miktar faiz d\u00fc\u015f\u00fc\u015f\u00fc olsa da kredilerde faizlerin d\u00fc\u015fmesi TL likiditesinin d\u00f6vize y\u00f6nelmemesi, tahvil faizlerinde kal\u0131c\u0131 bir gev\u015feme olmas\u0131na ba\u011fl\u0131d\u0131r. Enflasyonda y\u00fckseli\u015f olmamas\u0131 da son derece \u00f6nemlidir.<\/span><\/p>  \t\t\t\t","slug":"ekonomi-bir-sinavi-daha-basariyla-atlatti","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Ekonomi bir s\u0131nav\u0131 daha ba\u015far\u0131yla atlatt\u0131","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":121,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}