{"status":true,"post":{"id":32993,"user_id":9,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 21:15:38","created_at":"2022-05-19T21:00:00.000000Z","updated_at":"2022-10-24T18:15:38.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":32993,"is_featured":0,"title":"K\u00fcresel likidite bollu\u011funun sonu ve stagflasyon riski","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 style=\"text-align: right;\"><span class=\"large\"><strong>DO\u00c7. DR. NURULLAH G\u00dcR<\/strong><\/span><br><span class=\"large\"> <strong>ipol.com.tr<\/strong><\/span><\/p>  <p><span class=\"large\">K\u00fcresel ekonomi, risk ve belirsizlik dalgalar\u0131ndan ba\u015f\u0131n\u0131 kald\u0131ram\u0131yor. Enflasyon zaten bir s\u00fcredir ekonomileri s\u0131k\u0131\u015ft\u0131r\u0131yordu. Rusya\u2019n\u0131n Ukrayna\u2019y\u0131 i\u015fgal giri\u015fimi sonras\u0131nda ilk birka\u00e7 hafta h\u0131zla y\u00fckselen emtia fiyatlar\u0131, enflasyon beklentilerini daha da bozdu. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Y\u00fcksek enflasyon merkez bankalar\u0131n\u0131 aksiyon almaya zorluyor. Enflasyon hedefinin olduk\u00e7a uza\u011f\u0131na d\u00fc\u015fen Fed, para politikas\u0131n\u0131 gittik\u00e7e s\u0131k\u0131la\u015ft\u0131r\u0131yor. Avrupa Merkez Bankas\u0131 (ECB) da art\u0131k likidite konusunda eskisi kadar c\u00f6mert de\u011fil; o da yaz aylar\u0131nda \u00e7ok uzun bir aran\u0131n ard\u0131ndan ilk faiz art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirmeye haz\u0131rlan\u0131yor. K\u00fcresel ekonomi ucuz ve bol likidite ortam\u0131n\u0131n sonuna geldi. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>JEOPOL\u0130T\u0130K GEL\u0130\u015eMELER<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Jeopolitik geli\u015fmeler sis bulutlar\u0131n\u0131n yo\u011funla\u015fmas\u0131na neden oluyor. Ekonomide karar al\u0131c\u0131lar \u00f6nlerini do\u011fru d\u00fcr\u00fcst g\u00f6remiyorlar. Rusya ile Ukrayna aras\u0131ndaki diplomatik g\u00f6r\u00fc\u015fmeler sarpa sard\u0131. Maalesef, sava\u015f k\u0131sa s\u00fcrede bitmeyecek gibi. Sava\u015f s\u00fcrd\u00fck\u00e7e ba\u015fta Avrupa olmak \u00fczere bir\u00e7ok \u00fclke ve b\u00f6lge ekonomik olarak daha da zorlanacak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> \u00c7in\u2019deki geli\u015fmeler de k\u00fcresel ekonominin tad\u0131n\u0131 ka\u00e7\u0131r\u0131yor. \u00c7in, koronavir\u00fcs salg\u0131n\u0131na kar\u015f\u0131 \u2018s\u0131f\u0131r vaka\u2019 politikas\u0131n\u0131 halen s\u00fcrd\u00fcr\u00fcyor. Son haftalarda ekonomik a\u00e7\u0131dan kritik \u00f6neme sahip \u015fehirler ve b\u00f6lgeler b\u00fcy\u00fck kapanmalar ya\u015fad\u0131. Haliyle hem \u00fcretim hem de lojistik s\u00fcre\u00e7leri aksad\u0131. Bu durum k\u00fcresel ekonomiyi b\u00fcy\u00fcme ve enflasyon cephelerinden tehdit ediyor.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>B\u00dcY\u00dcMEDE TREND A\u015eA\u011eI Y\u00d6NL\u00dc<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> T\u00fcm bu geli\u015fmeleri alt alta toplad\u0131\u011f\u0131m\u0131zda ortaya \u00e7\u0131kan tablo, stagflasyon riskine i\u015faret ediyor. K\u00fcresel \u00f6l\u00e7ekte enflasyon rakamlar\u0131 y\u00fcksek seyretmeye devam ederken, iktisadi faaliyet yava\u015fl\u0131yor. Belki b\u00fcy\u00fcme rakamlar\u0131 t\u00fcm y\u0131l\u0131 etkisi alt\u0131na alacak \u015fiddette negatife d\u00f6nmeyecek ama b\u00fcy\u00fcmede trend a\u015fa\u011f\u0131ya do\u011fru kayacak. Hafif \u00f6l\u00e7ekli de olsa bir stagflasyon ufukta g\u00f6r\u00fcn\u00fcyor. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>F\u0130NANSAL ENSTR\u00dcMANLAR<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Amerikan ekonomisinin y\u00fcksek enflasyon, ticaret a\u00e7\u0131\u011f\u0131 ve b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 gibi problemlerine ra\u011fmen k\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fcnde dolar g\u00fcvenli liman olma \u00f6zelli\u011fini s\u00fcrd\u00fcr\u00fcyor. Yat\u0131r\u0131mc\u0131lar\u0131n mevcut ko\u015fullarda gidebilecekleri alternatifleri s\u0131n\u0131rl\u0131. Bu geli\u015fmeler sonras\u0131nda dolar endeksi son 20 y\u0131l\u0131n zirvesini g\u00f6rd\u00fc.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Dolar\u0131n k\u0131sa ve orta vadede de\u011ferli kalmaya devam etmesi muhtemel. Bu durum en \u00e7ok geli\u015fmekte olan \u00fclke para birimlerini vuruyor. Enflasyon ve risk primi gibi g\u00f6stergelerimiz akranlar\u0131m\u0131za k\u0131yasla daha y\u00fcksek oldu\u011fu i\u00e7in TL bu s\u00fcre\u00e7te biraz daha negatif ayr\u0131\u015f\u0131yor. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde d\u00f6viz kurlar\u0131nda istikrar kayb\u0131 ya\u015famamak i\u00e7in turizm ve ihracat gelirlerinin yan\u0131 s\u0131ra TL\u2019ye ilgiyi art\u0131racak cinsten finansal enstr\u00fcmanlara daha fazla ihtiyac\u0131m\u0131z olacak.<\/span><\/p>  \t\t\t\t","slug":"kuresel-likidite-bollugunun-sonu-ve-stagflasyon-riski","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"K\u00fcresel likidite bollu\u011funun sonu ve stagflasyon riski","meta_description":"DO\u00c7. DR. NURULLAH G\u00dcR","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1076,"cropped_1200x675":null,"user":{"id":9,"name":"NURULLAH","surname":"G\u00dcR","email":"nurullah.gur@marmara.edu.tr","slug":"prof-dr-nurullah-gur","avatar":"\/front\/uploads\/avatar\/1733691600zm0eg4EVw1c01iN.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:51:22.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":33092,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":32993,"locale":"tr","category_id":73,"title":"K\u00fcresel likidite bollu\u011funun sonu ve stagflasyon riski","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 style=\"text-align: right;\"><span class=\"large\"><strong>DO\u00c7. DR. NURULLAH G\u00dcR<\/strong><\/span><br><span class=\"large\"> <strong>ipol.com.tr<\/strong><\/span><\/p>  <p><span class=\"large\">K\u00fcresel ekonomi, risk ve belirsizlik dalgalar\u0131ndan ba\u015f\u0131n\u0131 kald\u0131ram\u0131yor. Enflasyon zaten bir s\u00fcredir ekonomileri s\u0131k\u0131\u015ft\u0131r\u0131yordu. Rusya\u2019n\u0131n Ukrayna\u2019y\u0131 i\u015fgal giri\u015fimi sonras\u0131nda ilk birka\u00e7 hafta h\u0131zla y\u00fckselen emtia fiyatlar\u0131, enflasyon beklentilerini daha da bozdu. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Y\u00fcksek enflasyon merkez bankalar\u0131n\u0131 aksiyon almaya zorluyor. Enflasyon hedefinin olduk\u00e7a uza\u011f\u0131na d\u00fc\u015fen Fed, para politikas\u0131n\u0131 gittik\u00e7e s\u0131k\u0131la\u015ft\u0131r\u0131yor. Avrupa Merkez Bankas\u0131 (ECB) da art\u0131k likidite konusunda eskisi kadar c\u00f6mert de\u011fil; o da yaz aylar\u0131nda \u00e7ok uzun bir aran\u0131n ard\u0131ndan ilk faiz art\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirmeye haz\u0131rlan\u0131yor. K\u00fcresel ekonomi ucuz ve bol likidite ortam\u0131n\u0131n sonuna geldi. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>JEOPOL\u0130T\u0130K GEL\u0130\u015eMELER<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Jeopolitik geli\u015fmeler sis bulutlar\u0131n\u0131n yo\u011funla\u015fmas\u0131na neden oluyor. Ekonomide karar al\u0131c\u0131lar \u00f6nlerini do\u011fru d\u00fcr\u00fcst g\u00f6remiyorlar. Rusya ile Ukrayna aras\u0131ndaki diplomatik g\u00f6r\u00fc\u015fmeler sarpa sard\u0131. Maalesef, sava\u015f k\u0131sa s\u00fcrede bitmeyecek gibi. Sava\u015f s\u00fcrd\u00fck\u00e7e ba\u015fta Avrupa olmak \u00fczere bir\u00e7ok \u00fclke ve b\u00f6lge ekonomik olarak daha da zorlanacak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> \u00c7in\u2019deki geli\u015fmeler de k\u00fcresel ekonominin tad\u0131n\u0131 ka\u00e7\u0131r\u0131yor. \u00c7in, koronavir\u00fcs salg\u0131n\u0131na kar\u015f\u0131 \u2018s\u0131f\u0131r vaka\u2019 politikas\u0131n\u0131 halen s\u00fcrd\u00fcr\u00fcyor. Son haftalarda ekonomik a\u00e7\u0131dan kritik \u00f6neme sahip \u015fehirler ve b\u00f6lgeler b\u00fcy\u00fck kapanmalar ya\u015fad\u0131. Haliyle hem \u00fcretim hem de lojistik s\u00fcre\u00e7leri aksad\u0131. Bu durum k\u00fcresel ekonomiyi b\u00fcy\u00fcme ve enflasyon cephelerinden tehdit ediyor.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>B\u00dcY\u00dcMEDE TREND A\u015eA\u011eI Y\u00d6NL\u00dc<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> T\u00fcm bu geli\u015fmeleri alt alta toplad\u0131\u011f\u0131m\u0131zda ortaya \u00e7\u0131kan tablo, stagflasyon riskine i\u015faret ediyor. K\u00fcresel \u00f6l\u00e7ekte enflasyon rakamlar\u0131 y\u00fcksek seyretmeye devam ederken, iktisadi faaliyet yava\u015fl\u0131yor. Belki b\u00fcy\u00fcme rakamlar\u0131 t\u00fcm y\u0131l\u0131 etkisi alt\u0131na alacak \u015fiddette negatife d\u00f6nmeyecek ama b\u00fcy\u00fcmede trend a\u015fa\u011f\u0131ya do\u011fru kayacak. Hafif \u00f6l\u00e7ekli de olsa bir stagflasyon ufukta g\u00f6r\u00fcn\u00fcyor. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>F\u0130NANSAL ENSTR\u00dcMANLAR<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Amerikan ekonomisinin y\u00fcksek enflasyon, ticaret a\u00e7\u0131\u011f\u0131 ve b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 gibi problemlerine ra\u011fmen k\u00fcresel yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fcnde dolar g\u00fcvenli liman olma \u00f6zelli\u011fini s\u00fcrd\u00fcr\u00fcyor. Yat\u0131r\u0131mc\u0131lar\u0131n mevcut ko\u015fullarda gidebilecekleri alternatifleri s\u0131n\u0131rl\u0131. Bu geli\u015fmeler sonras\u0131nda dolar endeksi son 20 y\u0131l\u0131n zirvesini g\u00f6rd\u00fc.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Dolar\u0131n k\u0131sa ve orta vadede de\u011ferli kalmaya devam etmesi muhtemel. Bu durum en \u00e7ok geli\u015fmekte olan \u00fclke para birimlerini vuruyor. Enflasyon ve risk primi gibi g\u00f6stergelerimiz akranlar\u0131m\u0131za k\u0131yasla daha y\u00fcksek oldu\u011fu i\u00e7in TL bu s\u00fcre\u00e7te biraz daha negatif ayr\u0131\u015f\u0131yor. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde d\u00f6viz kurlar\u0131nda istikrar kayb\u0131 ya\u015famamak i\u00e7in turizm ve ihracat gelirlerinin yan\u0131 s\u0131ra TL\u2019ye ilgiyi art\u0131racak cinsten finansal enstr\u00fcmanlara daha fazla ihtiyac\u0131m\u0131z olacak.<\/span><\/p>  \t\t\t\t","slug":"kuresel-likidite-bollugunun-sonu-ve-stagflasyon-riski","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":"K\u00fcresel likidite bollu\u011funun sonu ve stagflasyon riski","meta_description":"DO\u00c7. DR. NURULLAH G\u00dcR","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1076,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}